search_index: sfi.db/filings, 45435

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sfi.db/filings	45435	Yvonne Hao 2024	2024-01-01T00:00:00		1	Hao Yvonne (857) 262-0157 yvonne.hao@mass.gov Page 1 of 27 Executive Office of Housing and Livable Communities (EOHLC) 100 Cambridge St, Boston, MA, 02108, US Secretary 01/17/2023 04/30/2025 Executive Office of Economic Development (EED) 1 Ashburton Place, 21st Floor, McCormack Building, Boston, MA, 02108, US Secretary of Economic Development 01/17/2023 04/21/2025 Page 2 of 27 Harvard Law School 1563 Massachusetts Avenue, Cambridge, MA, 02138, US Employee Fairbank Center for Chinese Studies CGIS South Building, 1730 Cambridge Street, Cambridge, MA, 02138, US Manager Page 3 of 27 ZipRecruiter 604 Arizona Avenue, Monica, CA, 90401, US Director Page 4 of 27 F, S/C F, S/C Page 5 of 27 Page 6 of 27 Page 7 of 27 Page 8 of 27 Page 9 of 27 Name of Issuer Description of Investment Principal Place of Business or State of Incorporation BCIP Associates IV LP Limited Partnership Interest Delaware JOHN HANCOCK TOWER, 200 CLARENDON ST, Boston, MA, 02116, US Bain Capital Partners XI LP Limited Partnership Interest Delaware JOHN HANCOCK TOWER, 200 CLARENDON ST, Boston, MA, 02116, US BCIP Venture Associates Limited Partnership Interest Delaware JOHN HANCOCK TOWER, 200 CLARENDON ST, Boston, MA, 02116, US Calibrate Health Inc. Limited Partnership Interest Washington 85 5th Ave, Floor 8, New York, NY, 10003, US Discern.io Limited Partnership Interest Delaware 630 5th Avenue, Suite 2000, New York, NY, 10111, BCIP Associates II - S Limited Partnership Interest Delaware JOHN HANCOCK TOWER, 200 CLARENDON ST, Boston, MA, 02116, US Page 10 of 27 BC CAV (US Buyout II) Limited Partnership Interest Delaware JOHN HANCOCK TOWER, 200 CLARENDON ST, Boston, MA, 02116, US BCIP Quest AIV LP Limited Partnership Interest Delaware JOHN HANCOCK TOWER, 200 CLARENDON ST, Boston, MA, 02116, US BCIP AIV LP Limited Partnership Interest Delaware JOHN HANCOCK TOWER, 200 CLARENDON ST, Boston, MA, 02116, US Vibe Biotechnology Inc. Limited Partnership Interest Colorado 47 High St, #505, Bedford, MA, 02155, US EggCo Inc Limited Partnership Interest Delaware Corporation Service Company, 251 Little Falls Drive, Wilmington, DE, 19808, US FreeWill Co Limited Partnership Interest Delaware 175 GREENWICH ST., New York, NY, 10007, US YWCA Met Chicago’s Catalytic Ventures Career Fellowship Limited Partnership Interest Illinois 1 North LaSalle Street, Chicago, IL, 60602, US BCIP Venture Associates II Limited Partnership Interest Delaware JOHN HANCOCK TOWER, 200 CLARENDON ST, Boston, MA, 02116, US Page 11 of 27 Amazon.com, Inc. - Common Stock(AMZN) Fidelity Advisor Strategic Income Fund: Class I(FSRIX) First Eagle Overseas Fund Class I(SGOIX) Invesco Core Plus Bond Fund Class Y(CPBYX) Janus EnterpriseI Shs(JMGRX) John Hancock Funds III International Growth Fund Class I(GOGIX) Nuveen Santa Barbara Dividend Growth Fund Class R(NSBRX) T. Rowe Price Blue Chip Growth Fund, Inc.(TRBCX) Page 12 of 27 DWS Massachusetts Tax-Free Instl Eaton Vance Massachusetts Municipal Income Fund Class I(EIMAX) Federated Strategic Value Dividend Fund Class IS(SVAIX) Fidelity Advisor International Capital Appreciation Fund: Class I(FCPIX) Janus EnterpriseI Shs(JMGRX) John Hancock Large Cap Value Fund Class I(JLVIX) Pioneer Fundamental Growth Fund Class Y(FUNYX) BCIP Associates Mutual Fund Germany 875 3rd Ave., 26th Floor, New York , NY, 10022, Limited Partnership Interest Delaware JOHN HANCOCK TOWER, 200 CLARENDON ST, Boston, MA, 02116, US Page 13 of 27 BCIP Associates III Gentherm Inc Common Stock(THRM) Vanguard 500 Index Admiral CL (VFIAX) F, S/C Vanguard Total International Stock Index Admiral CL (VTIAX) F, S/C Capital Factory Fellowship Fund LP F, S/C iShares Core S&P Mid-Cap ETF(IJH) BNY Mellon Emerging Markets Fund Investor Shares(MIEGX) DWS Strategic High Yield Tax-Free Insti Limited Partnership Interest Delaware JOHN HANCOCK TOWER, 200 CLARENDON ST, Boston, MA, 02116, US Limited Partnership Interest TX 701 Brazos Street, Austin, TX, 78701, US Mutual Fund Germany Mainzer Landstr. 11-17, 60329 Frankfurt am Main, Germany Page 14 of 27 Invesco High Yield Municipal Fund Class Y(ACTDX) BCIP TR Associates IV LP Vanguard Emerging Markets Stock Index Fd Admiral Shs(VEMAX) F, S/C Vanguard Tax-Exempt Money Market Fund(VMSXX) F, S/C iShares Core S&P Small-Cap ETF(IJR) Schwab Emerging Markets Equity ETF(SCHE) Schwab International Equity ETF(SCHF) Schwab U.S. TIPs ETF(SCHP) Limited Partnership Interest MA John Hancock Tower, 200 Clarendon, Boston, MA, 02116, US Page 15 of 27 iShares 20 Year Treasury Bond ETF(TLT) Vanguard Intermediate-Term Corporate Bond ETF(VCIT) Vanguard Intermediate -Term Government Bond ETF(VGIT) DoubleLine Total Return Bond Fund Class I(DBLTX) Page 16 of 27 Name of Issuer Beneficiary Description of Principal Place of Business Investment or State of Incorporation Issuer Address CHP Investment Partners, LLC F, S/C Limited Partnership Interest Massachusetts 888 BOYLSTON STREET, Floor 14, Boston, MA, 02199, US CHP Strategic Partners II, LLC F, S/C Limited Partnership Interest Massachusetts 888 BOYLSTON STREET, Floor 14, Boston, MA, 02199, US Pillar II-A, L.P. F, S/C Limited Partnership Interest Delaware 207 South Street, Boston, MA, 02111, US RHCP-II, L.P. F, S/C Limited Partnership Interest Delaware C/O REGAL HEALTHCARE CAPITAL GP II, LLC, 1 Penn Plaza Suite 4510, New York , NY, 10119, Bain Capital RE Private Investors I-A F, S/C Limited Partnership Interest Delaware JOHN HANCOCK TOWER, 200 CLARENDON ST, Boston, MA, 02116, Name of Trust Page 17 of 27 Bridge Partners Fund III, LP F, S/C Limited Partnership Interest Delaware 600 Central Ave., Suite 310, Highland Park, IL, 60035, US ACME Fund III-E, LP F, S/C Limited Partnership Interest Delaware 800 MARKET ST #800, San Francisco, CA, 94102, The Fund Collective F, S/C Limited Partnership Interest Delaware 1805 West Ave., Austin , TX, 78701, Cove Hill Partners I GP, LP F, S/C Limited Partnership Interest Massachusetts 888 BOYLSTON STREET, Floor 14, Boston, MA, 02199, US Xfactor Ventures 2 F, S/C Limited Partnership Interest Delaware 1209 Orange Street, Wilmington, MA, 19801, Pillar III-A, L.P. F, S/C Limited Partnership Interest Delaware 207 South Street, Boston, MA, 02111, US ACME Fund IV-E, LP F, S/C Limited Partnership Interest Delaware 505 Howard Street, Suite 201, San Francisco, CA, 94105, Page 18 of 27 Lever Fund I, L.P. F, S/C Limited Partnership Interest CAYMAN ISLANDS 23/F, LEE GARDEN FIVE, 18 HYSAN AVENUE, CAUSEWAY BAY, Hong Kong, China Therapymatch, Inc. F, S/C Limited Partnership Interest New York 401 Broadway, 27th Floor, New York, MA, 10013, Burst Capital Fund II F, S/C Limited Partnership Interest Delaware 873 SANTA CRUZ AVENUE, SUITE 206, Menlo Park, CA, 94025, Launchpad Software, Inc. F, S/C Limited Partnership Interest Delaware 12 EAST 49TH STREET, 11-118, New York, NY, 10017, US Construct Capital II Operators Fund F, S/C Limited Partnership Interest Delaware 3516 Connecticut Ave NW, Washington , DC, 20008, iShares MSCI EAFE Growth ETF(EFG) F, S/C iShares ESG Aware MSCI USA ETF F, S/C Mutual Fund New York 40th East 52nd St, New York , NY, 10022, US Page 19 of 27 iShares Core MSCI EAFE ETF(IEFA) F, S/C iShares Core MSCI Emerging Markets ETF(IEMG) F, S/C iShares U.S. Medical Devices ETF(IHI) F, S/C iShares Core S&P Small-Cap ETF(IJR) F, S/C iShares Core S&P 500 ETF(IVV) F, S/C iShares Global Tech ETF(IXN) F, S/C iShares U.S. Financial Services ETF(IYG) F, S/C Page 20 of 27 Schwab U.S. Large-Cap Value ETF(SCHV) F, S/C iShares MSCI USA Minimum Volatility ETF(USMV) F, S/C iShares MSCI USA Value Factor(VLUE) F, S/C Vanguard Total Stock Market ETF(VTI) F, S/C Xfactor 2022, L.P. F, S/C Limited Partnership Interest Delaware 1209 Orange Street, Wilmington, DE, 19801, CultureScience F, S/C Limited Partnership Interest Delaware 1118 S Holt Ave Unit 2, Los Angeles, CA, 90035, SoLo Funds F, S/C Limited Partnership Interest Delaware 100 W. 5th Street, 5th Floor, Cincinnati, OH, 45202, Page 21 of 27 Pillar IV-A F, S/C iShares Core S&P Mid-Cap ETF(IJH) F, S/C Yvonne Ping Hao 2016 Trust iShares S&P 500 Value ETF(IVE) F, S/C Yvonne Ping Hao 2016 Trust SPDR S&P 500 Growth ETF (based on S&P 500 Growth Index symbol-SGX)(SPYG) F, S/C Yvonne Ping Hao 2016 Trust Limited Partnership Interest Delaware 207 South Street, Boston, MA, 02111, US Yvonne Ping Hao 2016 Trust Page 22 of 27 Harvard University Mortgage Loan Office Smith Campus Center, 5th Floor, Room 545, 1350 Mass Ave, Cambridge, MA, 02138, US 30 2.33 2040 7/1 2.375 2026 Wells Fargo 420 Montgomery Street, San Francisco, CA, 94104, US Page 23 of 27 Page 24 of 27 Page 25 of 27 Page 26 of 27 I, Yvonne Hao, certify under the pains and penalties of perjury that: Submitted: 04/24/2025 Page 27 of 27