# EDGAR Filing Document

**Accession Number:** 0000769188
**File Stem:** 0000769188-26-000001
**Filing Date:** 2026-2
**Character Count:** 28789
**Document Hash:** 95f956a8d7e027976b0fdbab6215ef00
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000769188-26-000001.hdr.sgml**: 20260303

**ACCESSION NUMBER**: 0000769188-26-000001

**CONFORMED SUBMISSION TYPE**: TA-1/A

**PUBLIC DOCUMENT COUNT**: 1

**FILED AS OF DATE**: 20260218

**DATE AS OF CHANGE**: 20260303

**EFFECTIVENESS DATE**: 20260228

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MFS SERVICE CENTER, INC.
- **CENTRAL INDEX KEY:** 0000769188

**ORGANIZATION NAME:**
- **EIN:** 042865649
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** TA-1/A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 084-01316
- **FILM NUMBER:** 26711067

**BUSINESS ADDRESS:**
- **STREET 1:** 111 HUNTINGTON AVENUE
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02199
- **BUSINESS PHONE:** 6179545000

**MAIL ADDRESS:**
- **STREET 1:** 111 HUNTINGTON AVENUE
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02199

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MFS SERVICE CENTER INC /TA
- **DATE OF NAME CHANGE:** 20080903

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MASSACHUSETTS FINANCIAL SERVICE CENTER INC             //TA
- **DATE OF NAME CHANGE:** 19870903

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MFS SERVICE CENTER INC                                  /TA
- **DATE OF NAME CHANGE:** 19850521

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM TA-1

### UNIFORM FORM OF APPLICATION FOR REGISTRATION AS A TRANSFER AGENT

### Registrant Information

**Appropriate regulatory agency:** SEC

**Full name of Registrant:** MFS SERVICE CENTER, INC.

**FINS Number:** 407387

**Address of principal office where transfer agent activities are performed:** 111 Huntington Avenue, Boston, MA, 02199

**Is mailing address different from principal office address?:** No

**Telephone Number:** (617) 954-5000

**Does registrant conduct business in other locations?:** No

**Is registrant a self-transfer agent?:** Yes

**Does registrant engage a service company to perform any of its transfer agent functions?:** Yes

**Is registrant engaged as a service company by a named transfer agent?:** No

### Ownership and Control Information

**Registrant Type:** Corporation

**Does any other person control the management or policies of the applicant?:** Yes

- **Controlling Entity Name:** Sun Life Financial Inc.

- **Agreement Description:** MFS Service Center, Inc. is a direct subsidiary of Massachusetts Financial Services Company, which in turn is an indirect, majority-owned subsidiary of Sun Life Financial Inc.

**Does any other person directly or indirectly finance the applicant?:** No

**Control Affiliates Information:**

| Entity Name                              | Relationship Start Date   | Title or Status                    | Ownership Code   | Control Person   |
|:---|:---|:---|:---|:---|
| Massachusetts Financial Services Company | 05/03/1985                | Corporate Parent                   | E                | Yes              |
| Heidi W. Hardin                          | 03/06/2017                | Secretary                          | NA               | Yes              |
| Michael W. Roberge                       | 01/01/2021                | Director and Chairman of the Board | NA               | Yes              |
| Gil Hudson                               | 09/23/2020                | Treasurer                          | NA               | Yes              |
| Janet N. Bienkowski                      | 01/01/2026                | Director and President             | NA               | Yes              |

### Disciplinary History

- **Convicted/plead guilty to any felony or investment-related misdemeanor?:** No

- **Convicted/plead guilty to any other felony?:** No

- **Enjoined in connection with any investment-related activity?:** No

- **Found to have violated any investment-related statute or regulation?:** No

- **Made a false statement or omission in a filing with the SEC?:** Yes

  - **Details #1:**

    - **Entity Name:** Massachusetts Financial Services Company

    - **Action Title:** Docket No. 3-11449

    - **Action Date:** 03/31/2004

    - **Court/Body Name and Location:** Securities and Exchange Commission

    - **Action Description:** Failure to disclose adequately certain promotional arrangements with various broker-dealers and the potential conflict of interest created by such promotional arrangements. Massachusetts Financial Services Company ("MFS") settled an administrative proceeding regarding disclosure of brokerage allocation practices in connection with sales of shares of registered investment companies for which MFS acts as investment adviser (the "MFS Funds"). Under the terms of the settlement, in which MFS neither admitted nor denied any wrongdoing, MFS agreed to pay $1.00 in disgorgement and $50 million in a penalty to certain MFS Funds, pursuant to a plan to be approved by an independent distribution consultant. The agreement with the SEC is reflected in an order of the SEC, which stated that MFS failed to disclose adequately to the Boards of Trustees and to shareholders of the MFS Funds the specifics of its preferred arrangements with certain brokerage firms selling shares of the MFS Funds. The settlement order also stated that MFS had in place policies designed to obtain best execution of all fund trades. As part of the settlement, MFS agreed to retain an independent compliance consultant to review the completeness of its disclosure to trustees and shareholders of the MFS Funds of strategic alliances between MFS or its affiliates and broker-dealers and other financial advisers who support the sale of MFS Fund shares. The brokerage allocation practices that were the subject of this proceeding were discontinued by MFS in November of 2003.

    - **Disposition:** Settled.

  - **Details #2:**

    - **Entity Name:** Massachusetts Financial Services Company

    - **Action Title:** Docket No. 3-11393

    - **Action Date:** 02/05/2004

    - **Court/Body Name and Location:** Securities and Exchange Commission

    - **Action Description:** Alleged false and misleading information regarding market timing in certain mutual fund prospectuses for which Massachusetts Financial Services Company ("MFS") serves as investment adviser. MFS reached agreement with the Securities and Exchange Commission ("SEC"), the New York Attorney General ("NYAG") and the New Hampshire Bureau of Securities Regulation ("NH") on February 5, 2004 to settle the allegations. MFS' former Chief Executive Officer, John W. Ballen, and former President, Kevin Parke, also reached agreement with the SEC. (Messrs. Ballen and Parke resigned their director and officer positions with MFS on February 13, 2004.) Under the terms of the settlements, MFS and Messrs. Ballen and Parke neither admitted nor denied wrongdoing. Pursuant to the terms of the settlements, MFS agreed to comply with certain undertakings, including the formation of a code of ethics oversight committee; establishment of an internal compliance controls committee; establishment of a company ombudsman to whom MFS employees may convey concerns about MFS' business that they believe involve matters of ethics or questionable practices; establishment of a senior-level position reporting to MFS' Chief Compliance Officer whose responsibilities include compliance matters related to conflicts of interest; engagement of an independent compliance consultant; submission of certain reports to NH; implementation of certain changes with respect to corporate governance of the funds; and the provision of certain disclosures to investors.

    - **Disposition:** Settled.

  - **Details #3:**

    - **Entity Name:** Massachusetts Financial Services Company

    - **Action Title:** File No. 3-18704

    - **Action Date:** 08/31/2018

    - **Court/Body Name and Location:** Securities and Exchange Commission

    - **Action Description:** On August 31, 2018, Massachusetts Financial Services Company (MFS) settled a matter with the U.S. Securities and Exchange Commission (SEC) related to misstatements and omissions in marketing materials pursuant to which it paid a $1.9 million penalty and was censured. Specifically, the SEC found that certain marketing materials provided by MFS to institutional clients and prospective institutional clients, investment consultants, and financial intermediaries concerning MFS's Blended Research investment strategies contained material misstatements and omissions. The SEC's findings specifically pertained to a conceptual chart included in the marketing materials that presented the performance of hypothetical buckets of stocks created using quantitative inputs and fundamental inputs. Though MFS labeled the chart as "hypothetical," the SEC found that MFS failed to disclose and/or misrepresented the fact that some of the quantitative data used to create the chart was generated by a retroactive application of MFS's quantitative model (i.e., by "back-testing" the model). As a result of these disclosure issues, the SEC found that MFS violated Section 206(2) and 206(4) of the Investment Advisers Act of 1940 and Rule 206(4)-1(a)(5) thereunder, and that it failed to adopt and implement written policies and procedures reasonably designed to prevent violations of the Advisers Act and its rules in violation of Section 206(4) of the Advisers Act and Rule 206(4)-7 thereunder. MFS neither admitted nor denied the findings in the SEC's settlement order.

    - **Disposition:** Settled.

- **Found to have violated SRO rules or failed to supervise?:** Yes

  - **Details #1:**

    - **Entity Name:** Massachusetts Financial Services Company

    - **Action Title:** Docket No. 3-11449

    - **Action Date:** 03/31/2004

    - **Court/Body Name and Location:** Securities and Exchange Commission

    - **Action Description:** Failure to disclose adequately certain promotional arrangements with various broker-dealers and the potential conflict of interest created by such promotional arrangements. Massachusetts Financial Services Company ("MFS") settled an administrative proceeding regarding disclosure of brokerage allocation practices in connection with sales of shares of registered investment companies for which MFS acts as investment adviser (the "MFS Funds"). Under the terms of the settlement, in which MFS neither admitted nor denied any wrongdoing, MFS agreed to pay $1.00 in disgorgement and $50 million in a penalty to certain MFS Funds, pursuant to a plan to be approved by an independent distribution consultant. The agreement with the SEC is reflected in an order of the SEC, which stated that MFS failed to disclose adequately to the Boards of Trustees and to shareholders of the MFS Funds the specifics of its preferred arrangements with certain brokerage firms selling shares of the MFS Funds. The settlement order also stated that MFS had in place policies designed to obtain best execution of all fund trades. As part of the settlement, MFS agreed to retain an independent compliance consultant to review the completeness of its disclosure to trustees and shareholders of the MFS Funds of strategic alliances between MFS or its affiliates and broker-dealers and other financial advisers who support the sale of MFS Fund shares. The brokerage allocation practices that were the subject of this proceeding were discontinued by MFS in November of 2003.

    - **Disposition:** Settled.

  - **Details #2:**

    - **Entity Name:** Massachusetts Financial Services Company

    - **Action Title:** Docket No. 3-11393

    - **Action Date:** 03/31/2004

    - **Court/Body Name and Location:** Securities and Exchange Commission

    - **Action Description:** Alleged false and misleading information regarding market timing in certain mutual fund prospectuses for which Massachusetts Financial Services Company ("MFS") serves as investment adviser. MFS reached agreement with the Securities and Exchange Commission ("SEC"), the New York Attorney General ("NYAG") and the New Hampshire Bureau of Securities Regulation ("NH") on February 5, 2004 to settle the allegations. MFS' former Chief Executive Officer, John W. Ballen, and former President, Kevin Parke, also reached agreement with the SEC. (Messrs. Ballen and Parke resigned their director and officer positions with MFS on February 13, 2004.) Under the terms of the settlements, MFS and Messrs. Ballen and Parke neither admitted nor denied wrongdoing. Pursuant to the terms of the settlements, MFS agreed to comply with certain undertakings, including the formation of a code of ethics oversight committee; establishment of an internal compliance controls committee; establishment of a company ombudsman to whom MFS employees may convey concerns about MFS' business that they believe involve matters of ethics or questionable practices; establishment of a senior-level position reporting to MFS' Chief Compliance Officer whose responsibilities include compliance matters related to conflicts of interest; engagement of an independent compliance consultant; submission of certain reports to NH; implementation of certain changes with respect to corporate governance of the funds; and the provision of certain disclosures to investors.

    - **Disposition:** Settled.

  - **Details #3:**

    - **Entity Name:** Massachusetts Financial Services Company

    - **Action Title:** Docket No. 3-11241

    - **Action Date:** 09/04/2003

    - **Court/Body Name and Location:** Securities and Exchange Commission

    - **Action Description:** Violation of Section 204A of the Investment Advisers Act of 1940 by failing to provide adequate internal policies relating to the prevention of misuse of non-public information relative to information from paid consultants and relating to debt securities.

    - **Disposition:** Settled.

  - **Details #4:**

    - **Entity Name:** Massachusetts Financial Services Company

    - **Action Title:** File No. 3-18704

    - **Action Date:** 08/31/2018

    - **Court/Body Name and Location:** Securities and Exchange Commission

    - **Action Description:** On August 31, 2018, Massachusetts Financial Services Company (MFS) settled a matter with the U.S. Securities and Exchange Commission (SEC) related to misstatements and omissions in marketing materials pursuant to which it paid a $1.9 million penalty and was censured. Specifically, the SEC found that certain marketing materials provided by MFS to institutional clients and prospective institutional clients, investment consultants, and financial intermediaries concerning MFS's Blended Research investment strategies contained material misstatements and omissions. The SEC's findings specifically pertained to a conceptual chart included in the marketing materials that presented the performance of hypothetical buckets of stocks created using quantitative inputs and fundamental inputs. Though MFS labeled the chart as "hypothetical," the SEC found that MFS failed to disclose and/or misrepresented the fact that some of the quantitative data used to create the chart was generated by a retroactive application of MFS's quantitative model (i.e., by "back-testing" the model). As a result of these disclosure issues, the SEC found that MFS violated Section 206(2) and 206(4) of the Investment Advisers Act of 1940 and Rule 206(4)-1(a)(5) thereunder, and that it failed to adopt and implement written policies and procedures reasonably designed to prevent violations of the Advisers Act and its rules in violation of Section 206(4) of the Advisers Act and Rule 206(4)-7 thereunder. MFS neither admitted nor denied the findings in the SEC's settlement order.

    - **Disposition:** Settled.

- **Had authorization to act as a financial professional denied, suspended, or revoked?:** No

- **Had a registration as a financial professional denied, suspended, or revoked?:** No

- **Federal/State agency found a false statement or omission?:** Yes

  - **Details #1:**

    - **Entity Name:** Massachusetts Financial Services Company

    - **Action Title:** 05-1314

    - **Action Date:** 09/01/2005

    - **Court/Body Name and Location:** West Virginia Commissioner of Securities

    - **Action Description:** On September 9, 2005, Massachusetts Financial Services Company ("MFS") received an Ex Parte "summary Order to Cease and Desist and Notice of Right to Hearing" dated September 1, 2005 from the West Virginia State Auditor/Securities Commissioner alleging violations of the West Virginia Uniform Securities Act in connection with alleged market timing activities. Other firms unaffiliated with MFS received similar orders around the same time. The allegations in the Ex Parte Order issued to MFS appear to have been drawn from the February 5, 2004 settlement order of the Securities and Exchange Commission. The Ex Parte Order sought to direct MFS to cease and desist from violations of West Virginia Securities Law and sought to impose disgorgement and other monetary remedies. In July 2007, MFS reached an agreement with the West Virginia State Auditor/Securities Commissioner to resolve this matter.

    - **Disposition:** On September 7, 2007, the September 2005 Ex Parte Order directing MFS, among other things, to cease and desist from violating West Virginia Securities Law was vacated.

  - **Details #2:**

    - **Entity Name:** Massachusetts Financial Services Company

    - **Action Title:** N/A

    - **Action Date:** 02/05/2004

    - **Court/Body Name and Location:** Attorney General of the State of New York

    - **Action Description:** Alleged false and misleading information regarding market timing in certain mutual fund prospectuses for which Massachusetts Financial Services Company ("MFS") serves as investment adviser. MFS reached agreement with the Securities and Exchange Commission ("SEC"), the New York Attorney General ("NYAG") and the New Hampshire Bureau of Securities Regulation ("NH") on February 5, 2004 to settle the allegations. MFS' former Chief Executive Officer, John W. Ballen, and former President, Kevin Parke, also reached agreement with the SEC. (Messrs. Ballen and Parke resigned their director and officer positions with MFS on February 13, 2004.) Under the terms of the settlements, MFS and Messrs. Ballen and Parke neither admitted nor denied wrongdoing. Pursuant to the terms of the settlements, MFS agreed to comply with certain undertakings, including the formation of a code of ethics oversight committee; establishment of an internal compliance controls committee; establishment of a company ombudsman to whom MFS employees may convey concerns about MFS' business that they believe involve matters of ethics or questionable practices; establishment of a senior-level position reporting to MFS' Chief Compliance Officer whose responsibilities include compliance matters related to conflicts of interest; engagement of an independent compliance consultant; submission of certain reports to NH; implementation of certain changes with respect to corporate governance of the funds; and the provision of certain disclosures to investors. MFS further agreed with the NYAG to cease and desist from violations of the Martin Act, reduce its management fees in the aggregate amount of approximately $25 million annually over the next five years, and not to increase certain management fees during this period.

    - **Disposition:** Settled.

  - **Details #3:**

    - **Entity Name:** Masachusetts Financial Services Company

    - **Action Title:** INV 03-037

    - **Action Date:** 02/05/2004

    - **Court/Body Name and Location:** State of New Hampshire Bureau of Securities Regulation

    - **Action Description:** Alleged false and misleading information regarding market timing in certain mutual fund prospectuses for which Massachusetts Financial Services Company ("MFS") serves as investment adviser. MFS paid an administrative fine to the State of New Hampshire in the amount of $1 million, which was to be used for investor education purposes (NH retaining $250,000 and $750,000 being contributed to the North American Securities Administrators Association's investor protection trust). In addition, MFS paid $50,000 to the Massachusetts Bureau of Securities Regulation to defray the cost of the NH investigation.

    - **Disposition:** Settled.

- **Federal/State agency found a violation of investment-related regulations?:** Yes

  - **Details #1:**

    - **Entity Name:** Massachusetts Financial Services Company

    - **Action Title:** 05-1314

    - **Action Date:** 09/01/2005

    - **Court/Body Name and Location:** West Virginia Commissioner of Securities

    - **Action Description:** On September 9, 2005, Massachusetts Financial Services Company ("MFS") received an Ex Parte "summary Order to Cease and Desist and Notice of Right to Hearing" dated September 1, 2005 from the West Virginia State Auditor/Securities Commissioner alleging violations of the West Virginia Uniform Securities Act in connection with alleged market timing activities. Other firms unaffiliated with MFS received similar orders around the same time. The allegations in the Ex Parte Order issued to MFS appear to have been drawn from the February 5, 2004 settlement order of the Securities and Exchange Commission. The Ex Parte Order sought to direct MFS to cease and desist from violations of West Virginia Securities Law and sought to impose disgorgement and other monetary remedies. In July 2007, MFS reached an agreement with the West Virginia State Auditor/Securities Commissioner to resolve this matter.

    - **Disposition:** On September 7, 2007, the September 2005 Ex Parte Order directing MFS, among other things, to cease and desist from violating West Virginia Securities Law was vacated.

  - **Details #2:**

    - **Entity Name:** Massachusetts Financial Services Company

    - **Action Title:** N/A

    - **Action Date:** 02/05/2004

    - **Court/Body Name and Location:** Attorney General of the State of New York

    - **Action Description:** Alleged false and misleading information regarding market timing in certain mutual fund prospectuses for which Massachusetts Financial Services Company ("MFS") serves as investment adviser. MFS reached agreement with the Securities and Exchange Commission ("SEC"), the New York Attorney General ("NYAG") and the New Hampshire Bureau of Securities Regulation ("NH") on February 5, 2004 to settle the allegations. MFS' former Chief Executive Officer, John W. Ballen, and former President, Kevin Parke, also reached agreement with the SEC. (Messrs. Ballen and Parke resigned their director and officer positions with MFS on February 13, 2004.) Under the terms of the settlements, MFS and Messrs. Ballen and Parke neither admitted nor denied wrongdoing. Pursuant to the terms of the settlements, MFS agreed to comply with certain undertakings, including the formation of a code of ethics oversight committee; establishment of an internal compliance controls committee; establishment of a company ombudsman to whom MFS employees may convey concerns about MFS' business that they believe involve matters of ethics or questionable practices; establishment of a senior-level position reporting to MFS' Chief Compliance Officer whose responsibilities include compliance matters related to conflicts of interest; engagement of an independent compliance consultant; submission of certain reports to NH; implementation of certain changes with respect to corporate governance of the funds; and the provision of certain disclosures to investors. MFS further agreed with the NYAG to cease and desist from violations of the Martin Act, reduce its management fees in the aggregate amount of approximately $25 million annually over the next five years, and not to increase certain management fees during this period.

    - **Disposition:** Settled.

  - **Details #3:**

    - **Entity Name:** Massachusetts Financial Services Company

    - **Action Title:** INV 03-037

    - **Action Date:** 02/05/2004

    - **Court/Body Name and Location:** State of New Hampshire Bureau of Securities Regulation

    - **Action Description:** Alleged false and misleading information regarding market timing in certain mutual fund prospectuses for which Massachusetts Financial Services Company ("MFS") serves as investment adviser. MFS paid an administrative fine to the State of New Hampshire in the amount of $1 million, which was to be used for investor education purposes (NH retaining $250,000 and $750,000 being contributed to the North American Securities Administrators Association's investor protection trust). In addition, MFS paid $50,000 to the Massachusetts Bureau of Securities Regulation to defray the cost of the NH investigation.

    - **Disposition:** Settled.

- **Federal/State agency denied, suspended, or revoked authorization?:** No

- **Federal/State agency entered an order against the applicant?:** No

- **Federal/State agency denied, suspended, or revoked registration?:** Yes

  - **Details #1:**

    - **Entity Name:** Massachusetts Financial Services Company

    - **Action Title:** N/A

    - **Action Date:** 02/05/2004

    - **Court/Body Name and Location:** Attorney General of the State of New York

    - **Action Description:** Alleged false and misleading information regarding market timing in certain mutual fund prospectuses for which Massachusetts Financial Services Company ("MFS") serves as investment adviser. MFS reached agreement with the Securities and Exchange Commission ("SEC"), the New York Attorney General ("NYAG") and the New Hampshire Bureau of Securities Regulation ("NH") on February 5, 2004 to settle the allegations. MFS' former Chief Executive Officer, John W. Ballen, and former President, Kevin Parke, also reached agreement with the SEC. (Messrs. Ballen and Parke resigned their director and officer positions with MFS on February 13, 2004.) Under the terms of the settlements, MFS and Messrs. Ballen and Parke neither admitted nor denied wrongdoing. Pursuant to the terms of the settlements, MFS agreed to comply with certain undertakings, including the formation of a code of ethics oversight committee; establishment of an internal compliance controls committee; establishment of a company ombudsman to whom MFS employees may convey concerns about MFS' business that they believe involve matters of ethics or questionable practices; establishment of a senior-level position reporting to MFS' Chief Compliance Officer whose responsibilities include compliance matters related to conflicts of interest; engagement of an independent compliance consultant; submission of certain reports to NH; implementation of certain changes with respect to corporate governance of the funds; and the provision of certain disclosures to investors. MFS further agreed with the NYAG to cease and desist from violations of the Martin Act, reduce its management fees in the aggregate amount of approximately $25 million annually over the next five years, and not to increase certain management fees during this period.

    - **Disposition:** Settled.

  - **Details #2:**

    - **Entity Name:** Massachusetts Financial Services Company

    - **Action Title:** INV 03-037

    - **Action Date:** 02/05/2004

    - **Court/Body Name and Location:** State of New Hampshire Bureau of Securities Regulation

    - **Action Description:** Alleged false and misleading information regarding market timing in certain mutual fund prospectuses for which Massachusetts Financial Services Company ("MFS") serves as investment adviser. MFS paid an administrative fine to the State of New Hampshire in the amount of $1 million, which was to be used for investor education purposes (NH retaining $250,000 and $750,000 being contributed to the North American Securities Administrators Association's investor protection trust). In addition, MFS paid $50,000 to the Massachusetts Bureau of Securities Regulation to defray the cost of the NH investigation.

    - **Disposition:** Settled.

- **Federal/State agency revoked or suspended a license?:** No

- **SRO found a false statement or omission?:** No

- **SRO found a violation of its rules?:** No

- **SRO denied, suspended, or revoked authorization?:** No

- **SRO revoked or suspended a license?:** No

- **Subject of an order or finding by a foreign financial regulatory authority?:** No

- **Currently the subject of any proceeding that could result in a 'yes' answer to any of the above?:** No

- **Had a bond revoked for disorderly conduct, fraud, or dishonesty?:** No

- **Have any unsatisfied judgments or liens against them?:** No

### Signature

**Signature:** Jessica Howell

**Title:** Authorized Signer

**Date:** 02/18/2026

**Phone Number:** 617-954-4856