Choate Investment Advisors LLC

Choate Investment Advisors LLC, a Massachusetts Limited Liability Company, has been registered with the U.S. Securities and Exchange Commission since November 1996 and is currently approved. With 11 employees in advisory roles among its staff of 14, the firm provides expert investment advice to a select list of just three clients.

• CHOATE ADVISORS MANAGEMENT, INC. ("CAMI")

  MANAGING MEMBER OF CIA owns less than 5%

• CHOATE, HALL & STEWART LLP

  EQUITY OWNER owns 75% or more

• ERIN ELWOOD KERR

  CHIEF COMPLIANCE OFFICER owns less than 5%

• ROBERT ALLEN KOLE

  DIRECTOR OF CAMI owns less than 5%

• TAMER MAKRAM ALAMUDDIN

  DIRECTOR OF CAMI owns less than 5%

• TODD MARTIN MILLAY

  MANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMI owns less than 5%

• KPMG LLP
  United States

• Daintree Advisors LLC
• BV Investment Partners LP
• Merganser Capital Management LLC
• Whale Rock Capital Management LLC
• Falcon Investment Advisors LLC
• Harbourvest Partners LLC
• Model Capital Management LLC
• Loring Wolcott & Coolidge Fiduciary Advisors LLP
• Manulife Asset Management US LLC
• Weston Capital Advisor LLC

• Investment Advisors Q3 2022 vs Q4 2022 Holdings Comparison: Analyzing the Major Changes

• ISHARES TR CORE S&P500 ETF $475,832k
• INVESCO EXCHNG TRADED FD TR $109,186k
• INVESCO EXCHNG TRADED FD TR $79,146k
• INVESCO EXCHNG TRADED FD TR $58,709k
• ISHARES TR $47,207k
• ISHARES TR CORE S&P SCP ETF $36,329k
• ISHARES INC CORE MSCI EMKT $34,541k
• ISHARES INC $32,810k
• CHASE CORP $32,290k
• INVESCO EXCHANGETRAD $26,720k