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19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, Etfs, Pension Plans, and Endowments Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?\| A. Possible Reasons for Tightening \| 2. Reduced Willingness of Your Institution to Take on Risk. \| Answer Type: First in Importance Quarterly, Not Seasonally Adjusted, ALLQ19A2MINR
Units Release Dates Observation Period Number of Respondents 2022-12-22 to 2025-03-27 Q1 2012 to Q1 2025

19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, Etfs, Pension Plans, and Endowments Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?\| A. Possible Reasons for Tightening \| 4. Higher Internal Treasury Charges for Funding. \| Answer Type: First in Importance Quarterly, Not Seasonally Adjusted, ALLQ19A4MINR
Units Release Dates Observation Period Number of Respondents 2022-12-22 to 2025-03-27 Q1 2012 to Q1 2025

19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, Etfs, Pension Plans, and Endowments Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?\| A. Possible Reasons for Tightening \| 5. Diminished Availability of Balance Sheet or Capital at Your Institution. \| Answer Type: 3rd Most Important Quarterly, Not Seasonally Adjusted, ALLQ19A53MINR
Units Release Dates Observation Period Number of Respondents 2022-12-22 to 2025-03-27 Q1 2012 to Q1 2025

19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, Etfs, Pension Plans, and Endowments Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?\| A. Possible Reasons for Tightening \| 6. Worsening in General Market Liquidity and Functioning. \| Answer Type: 3rd Most Important Quarterly, Not Seasonally Adjusted, ALLQ19A63MINR
Units Release Dates Observation Period Number of Respondents 2022-12-22 to 2025-03-27 Q1 2012 to Q1 2025

19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, Etfs, Pension Plans, and Endowments Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?\| A. Possible Reasons for Tightening \| 7. Less-Aggressive Competition from Other Institutions. \| Answer Type: 2nd Most Important Quarterly, Not Seasonally Adjusted, ALLQ19A72MINR
Units Release Dates Observation Period Number of Respondents 2022-12-22 to 2025-03-27 Q1 2012 to Q1 2025

19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, Etfs, Pension Plans, and Endowments Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?\| B. Possible Reasons for Easing \| 2. Increased Willingness of Your Institution to Take on Risk. \| Answer Type: Somewhat Important (DISCONTINUED) Quarterly, Not Seasonally Adjusted, ALLQ19B2SINR
Units Release Dates Observation Period Number of Respondents 2022-12-22 to 2022-12-22 Q4 2011 to Q4 2011

19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, Etfs, Pension Plans, and Endowments Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?\| B. Possible Reasons for Easing \| 4. Lower Internal Treasury Charges for Funding. \| Answer Type: 3rd Most Important Quarterly, Not Seasonally Adjusted, ALLQ19B43MINR
Units Release Dates Observation Period Number of Respondents 2022-12-22 to 2025-03-27 Q1 2012 to Q1 2025

19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, Etfs, Pension Plans, and Endowments Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?\| B. Possible Reasons for Easing \| 5. Increased Availability of Balance Sheet or Capital at Your Institution. \| Answer Type: Very Important (DISCONTINUED) Quarterly, Not Seasonally Adjusted, ALLQ19B5VINR
Units Release Dates Observation Period Number of Respondents 2022-12-22 to 2022-12-22 Q4 2011 to Q4 2011

19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, Etfs, Pension Plans, and Endowments Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?\| B. Possible Reasons for Easing \| 7. More-Aggressive Competition from Other Institutions. \| Answer Type: 2nd Most Important Quarterly, Not Seasonally Adjusted, ALLQ19B72MINR
Units Release Dates Observation Period Number of Respondents 2022-12-22 to 2025-03-27 Q1 2012 to Q1 2025

19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, Etfs, Pension Plans, and Endowments Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?\| B. Possible Reasons for Easing \| 7. More-Aggressive Competition from Other Institutions. \| Answer Type: Very Important (DISCONTINUED) Quarterly, Not Seasonally Adjusted, ALLQ19B7VINR
Units Release Dates Observation Period Number of Respondents 2022-12-22 to 2022-12-22 Q4 2011 to Q4 2011

21) Considering the Entire Range of Transactions Facilitated by Your Institution, How Has the Use of Financial Leverage by Each of the Following Types of Clients Changed over the Past Three Months?\| B. Etfs. \| Answer Type: Increased Considerably Quarterly, Not Seasonally Adjusted, ALLQ21BICNR
Units Release Dates Observation Period Number of Respondents 2022-12-22 to 2025-03-27 Q4 2011 to Q1 2025

22) How Has the Provision of Differential Terms by Your Institution to Most-Favored (as a Function of Breadth, Duration, and Extent of Relationship) Mutual Funds, Etfs, Pension Plans, and Endowments Changed over the Past Three Months?\| Answer Type: Increased Considerably Quarterly, Not Seasonally Adjusted, ALLQ22ICNR
Units Release Dates Observation Period Number of Respondents 2022-12-22 to 2025-03-27 Q4 2011 to Q1 2025

19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, ETFs, Pension Plans, and Endowments Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?\| A. Possible Reasons for Tightening \| 1. Deterioration in Current or Expected Financial Strength of Counterparties. \| Answer Type: Very Important (DISCONTINUED) Quarterly, Not Seasonally Adjusted, CTQ19A1VINR
Units Release Dates Observation Period Number of Respondents 2022-12-22 to 2025-06-25 Q4 2011 to Q4 2011 Number of Respondents 2025-06-26 to 2025-06-26 Q4 2011 to Q4 2011

19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, ETFs, Pension Plans, and Endowments Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?\| A. Possible Reasons for Tightening \| 2. Reduced Willingness of Your Institution to Take on Risk. \| Answer Type: First In Importance Quarterly, Not Seasonally Adjusted, CTQ19A2MINR
Units Release Dates Observation Period Number of Respondents 2022-12-22 to 2025-06-25 Q1 2012 to Q1 2025 Number of Respondents 2025-06-26 to 2025-09-25 Q1 2012 to Q3 2025

19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, ETFs, Pension Plans, and Endowments Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?\| A. Possible Reasons for Tightening \| 3. Adoption of More-Stringent Market Conventions (That Is, Collateral Terms and Agreements, ISDA Protocols). \| Answer Type: Not Important (DISCONTINUED) Quarterly, Not Seasonally Adjusted, CTQ19A3NINR
Units Release Dates Observation Period Number of Respondents 2022-12-22 to 2025-06-25 Q4 2011 to Q4 2011 Number of Respondents 2025-06-26 to 2025-06-26 Q4 2011 to Q4 2011

19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, ETFs, Pension Plans, and Endowments Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?\| A. Possible Reasons for Tightening \| 5. Diminished Availability of Balance Sheet or Capital at Your Institution. \| Answer Type: First In Importance Quarterly, Not Seasonally Adjusted, CTQ19A5MINR
Units Release Dates Observation Period Number of Respondents 2022-12-22 to 2025-06-25 Q1 2012 to Q1 2025 Number of Respondents 2025-06-26 to 2025-09-25 Q1 2012 to Q3 2025

19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, ETFs, Pension Plans, and Endowments Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?\| A. Possible Reasons for Tightening \| 5. Diminished Availability of Balance Sheet or Capital at Your Institution. \| Answer Type: Not Important (DISCONTINUED) Quarterly, Not Seasonally Adjusted, CTQ19A5NINR
Units Release Dates Observation Period Number of Respondents 2022-12-22 to 2025-06-25 Q4 2011 to Q4 2011 Number of Respondents 2025-06-26 to 2025-06-26 Q4 2011 to Q4 2011

19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, ETFs, Pension Plans, and Endowments Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?\| A. Possible Reasons for Tightening \| 5. Diminished Availability of Balance Sheet or Capital at Your Institution. \| Answer Type: Somewhat Important (DISCONTINUED) Quarterly, Not Seasonally Adjusted, CTQ19A5SINR
Units Release Dates Observation Period Number of Respondents 2022-12-22 to 2025-06-25 Q4 2011 to Q4 2011 Number of Respondents 2025-06-26 to 2025-06-26 Q4 2011 to Q4 2011

19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, ETFs, Pension Plans, and Endowments Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?\| A. Possible Reasons for Tightening \| 6. Worsening in General Market Liquidity and Functioning. \| Answer Type: Not Important (DISCONTINUED) Quarterly, Not Seasonally Adjusted, CTQ19A6NINR
Units Release Dates Observation Period Number of Respondents 2022-12-22 to 2025-06-25 Q4 2011 to Q4 2011 Number of Respondents 2025-06-26 to 2025-06-26 Q4 2011 to Q4 2011

19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, ETFs, Pension Plans, and Endowments Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?\| A. Possible Reasons for Tightening \| 7. Less-Aggressive Competition from Other Institutions. \| Answer Type: 2nd Most Important Quarterly, Not Seasonally Adjusted, CTQ19A72MINR
Units Release Dates Observation Period Number of Respondents 2022-12-22 to 2025-06-25 Q1 2012 to Q1 2025 Number of Respondents 2025-06-26 to 2025-09-25 Q1 2012 to Q3 2025

19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, ETFs, Pension Plans, and Endowments Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?\| B. Possible Reasons for Easing \| 1. Improvement in Current or Expected Financial Strength of Counterparties. \| Answer Type: 2nd Most Important Quarterly, Not Seasonally Adjusted, CTQ19B12MINR
Units Release Dates Observation Period Number of Respondents 2022-12-22 to 2025-06-25 Q1 2012 to Q1 2025 Number of Respondents 2025-06-26 to 2025-09-25 Q1 2012 to Q3 2025

19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, ETFs, Pension Plans, and Endowments Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?\| B. Possible Reasons for Easing \| 2. Increased Willingness of Your Institution to Take on Risk. \| Answer Type: First In Importance Quarterly, Not Seasonally Adjusted, CTQ19B2MINR
Units Release Dates Observation Period Number of Respondents 2022-12-22 to 2025-06-25 Q1 2012 to Q1 2025 Number of Respondents 2025-06-26 to 2025-09-25 Q1 2012 to Q3 2025

19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, ETFs, Pension Plans, and Endowments Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?\| B. Possible Reasons for Easing \| 2. Increased Willingness of Your Institution to Take on Risk. \| Answer Type: Somewhat Important (DISCONTINUED) Quarterly, Not Seasonally Adjusted, CTQ19B2SINR
Units Release Dates Observation Period Number of Respondents 2022-12-22 to 2025-06-25 Q4 2011 to Q4 2011 Number of Respondents 2025-06-26 to 2025-06-26 Q4 2011 to Q4 2011

19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, ETFs, Pension Plans, and Endowments Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?\| B. Possible Reasons for Easing \| 3. Adoption of Less-Stringent Market Conventions (That Is, Collateral Terms and Agreements, ISDA Protocols). \| Answer Type: First In Importance Quarterly, Not Seasonally Adjusted, CTQ19B3MINR
Units Release Dates Observation Period Number of Respondents 2022-12-22 to 2025-06-25 Q1 2012 to Q1 2025 Number of Respondents 2025-06-26 to 2025-09-25 Q1 2012 to Q3 2025

19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, ETFs, Pension Plans, and Endowments Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?\| B. Possible Reasons for Easing \| 5. Increased Availability of Balance Sheet or Capital at Your Institution. \| Answer Type: Not Important (DISCONTINUED) Quarterly, Not Seasonally Adjusted, CTQ19B5NINR
Units Release Dates Observation Period Number of Respondents 2022-12-22 to 2025-06-25 Q4 2011 to Q4 2011 Number of Respondents 2025-06-26 to 2025-06-26 Q4 2011 to Q4 2011

19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, ETFs, Pension Plans, and Endowments Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?\| B. Possible Reasons for Easing \| 6. Improvement in General Market Liquidity and Functioning. \| Answer Type: First In Importance Quarterly, Not Seasonally Adjusted, CTQ19B6MINR
Units Release Dates Observation Period Number of Respondents 2022-12-22 to 2025-06-25 Q1 2012 to Q1 2025 Number of Respondents 2025-06-26 to 2025-09-25 Q1 2012 to Q3 2025

19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, ETFs, Pension Plans, and Endowments Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?\| B. Possible Reasons for Easing \| 7. More-Aggressive Competition from Other Institutions. \| Answer Type: 2nd Most Important Quarterly, Not Seasonally Adjusted, CTQ19B72MINR
Units Release Dates Observation Period Number of Respondents 2022-12-22 to 2025-06-25 Q1 2012 to Q1 2025 Number of Respondents 2025-06-26 to 2025-09-25 Q1 2012 to Q3 2025

19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, ETFs, Pension Plans, and Endowments Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?\| B. Possible Reasons for Easing \| 7. More-Aggressive Competition from Other Institutions. \| Answer Type: Very Important (DISCONTINUED) Quarterly, Not Seasonally Adjusted, CTQ19B7VINR
Units Release Dates Observation Period Number of Respondents 2022-12-22 to 2025-06-25 Q4 2011 to Q4 2011 Number of Respondents 2025-06-26 to 2025-06-26 Q4 2011 to Q4 2011

21) Considering the Entire Range of Transactions Facilitated by Your Institution, How Has the Use of Financial Leverage by Each of the Following Types of Clients Changed Over the Past Three Months?\| B. ETFs. \| Answer Type: Increased Considerably Quarterly, Not Seasonally Adjusted, CTQ21BICNR
Units Release Dates Observation Period Number of Respondents 2022-12-22 to 2025-06-25 Q4 2011 to Q1 2025 Number of Respondents 2025-06-26 to 2025-09-25 Q4 2011 to Q3 2025

22) How Has the Provision of Differential Terms by Your Institution to Most-Favored (as a Function of Breadth, Duration, and Extent of Relationship) Mutual Funds, ETFs, Pension Plans, and Endowments Changed Over the Past Three Months?\| Answer Type: Increased Considerably Quarterly, Not Seasonally Adjusted, CTQ22ICNR
Units Release Dates Observation Period Number of Respondents 2022-12-22 to 2025-06-25 Q4 2011 to Q1 2025 Number of Respondents 2025-06-26 to 2025-09-25 Q4 2011 to Q3 2025

39) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?\| D. Mutual Funds, ETFs, Pension Plans, and Endowments. \| Answer Type: Remained Basically Unchanged Quarterly, Not Seasonally Adjusted, CTQ39DRBUNR
Units Release Dates Observation Period Number of Respondents 2025-06-26 to 2025-09-25 Q4 2011 to Q3 2025

Nasdaq-100 NEOS High Income ETF Index Daily, Not Seasonally Adjusted, NASDAQNDXHIEN
Units Release Dates Observation Period Index 2025-07-30 to 2025-11-07 2024-04-10 to 2025-11-07