DOWLING & YAHNKE LLC

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Dowling & Yahnke is based out of San Diego. Dowling & Yahnke is a large advisory firm with 1271 clients and discretionary assets under management (AUM) of $4,730,371,019 (Form ADV from 2020-03-31). Their last reported 13F filing for Q1 2020 included $1,038,139,000 in managed 13F securities and a top 10 holdings concentration of 25.91%. Dowling & Yahnke's largest holding is Reliance Steel & Aluminum Co. with shares held of 431,600. Dowling & Yahnke has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 78 13F filings

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03/31/2020

13F Sector Allocation Over Time

03/31/2020

13F Activity

  • Market Value $1.038 Billion
  • Prior Market Value $1.303 Billion
  • New Purchases14 stocks
  • Additional Purchases86 stocks
  • Sold out of105 stocks
  • Reduced holdings in173 stocks
  • Top 10 Holdings % 25.91 %
  • Turnover % [1]:40.89%
  • Turnover Alt % [2]: 8.56 %
  • Time Held Top20:14.45 quarters
  • Time Held Top10:14.10 quarters
  • Time Held All:34.49 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: -9.6%
Performance Last 4 Quarters: 4.3%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

DOWLING & YAHNKE, LLC
12265 EL CAMINO REAL SUITE 300
SAN DIEGO CA    92130
Country: United States

Business Phone: 858-509-9500
Fax: 858-509-9520
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 54
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges
Amount of client funds and securities:
Total Number of Clients: 1271
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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DOWLING & YAHNKE, LLC

ownership team - last updated 2020-03-31
Name Title Start Date Direct/Indirect % Ownership

DOWLING & YAHNKE, LLC

ownership team - last updated 2019-10-29
Name Title Start Date Direct/Indirect % Ownership
BEAMER, WILLIAM, GILES CHIEF INVESTMENT OFFICER 10/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC PORTFOLIO MANAGER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER/CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER direct 2002-02-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2007-10-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2010-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
DOWLING & YAHNKE, LLC PRESIDENT direct 2013-11-01
DOWLING & YAHNKE, INC. MEMBER 05/01/1991 Direct 75% or more
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC ENTITY direct 1991-05-01
DOWLING & YAHNKE, LLC MEMBER direct 1991-05-01
MUNOZ, MARK, JOSEPH CHIEF OPERATING OFFICER 10/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC CHIEF OPERATING OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2011-05-01
DOWLING & YAHNKE, LLC CFO direct 2011-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
GIBBS, KARROL, LEE CHIEF COMPLIANCE OFFICER 07/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC CHIEF COMPLIANCE OFFICER direct 2012-07-01
BEAMER, WILLIAM, GILES PRESIDENT 11/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC PORTFOLIO MANAGER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER/CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER direct 2002-02-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2007-10-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2010-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
DOWLING & YAHNKE, LLC PRESIDENT direct 2013-11-01
YAHNKE, DALE, EDWARD CHIEF EXECUTIVE OFFICER 09/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 1991-05-01
DOWLING & YAHNKE, LLC CHIEF EXECUTIVE OFFICER direct 2016-09-01
DOWLING & YAHNKE INC PRINCIPAL direct 1991-05-01 2008-04-14
DOWLING & YAHNKE, LLC PRINCIPAL indirect 1991-05-01 2008-12-03
DOWLING & YAHNKE, LLC CEO direct 1991-01-01 2010-04-28
DOWLING & YAHNKE, LLC PRESIDENT direct 1991-01-01 2013-01-30
DOWLING & YAHNKE, LLC PRESIDENT direct 1991-05-01 2014-01-30
MUNOZ, MARK, JOSEPH CHIEF FINANCIAL OFFICER 10/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC CHIEF OPERATING OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2011-05-01
DOWLING & YAHNKE, LLC CFO direct 2011-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
MUNOZ, MARK, JOSEPH SECRETARY 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC CHIEF OPERATING OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2011-05-01
DOWLING & YAHNKE, LLC CFO direct 2011-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
YAHNKE, DALE, EDWARD SHAREHOLDER DOWLING & YAHNKE, INC. 05/01/1991 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 1991-05-01
DOWLING & YAHNKE, LLC CHIEF EXECUTIVE OFFICER direct 2016-09-01
DOWLING & YAHNKE INC PRINCIPAL direct 1991-05-01 2008-04-14
DOWLING & YAHNKE, LLC PRINCIPAL indirect 1991-05-01 2008-12-03
DOWLING & YAHNKE, LLC CEO direct 1991-01-01 2010-04-28
DOWLING & YAHNKE, LLC PRESIDENT direct 1991-01-01 2013-01-30
DOWLING & YAHNKE, LLC PRESIDENT direct 1991-05-01 2014-01-30
BEAMER, WILLIAM, GILES SHAREHOLDER DOWLING & YAHNKE, INC. 10/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC PORTFOLIO MANAGER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER/CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER direct 2002-02-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2007-10-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2010-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
DOWLING & YAHNKE, LLC PRESIDENT direct 2013-11-01
MUNOZ, MARK, JOSEPH SHAREHOLDER DOWLING & YAHNKE, INC. 12/01/2011 Indirect Other
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC CHIEF OPERATING OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2011-05-01
DOWLING & YAHNKE, LLC CFO direct 2011-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
ASMUSSEN, ALANA, CHRISTINE SHAREHOLDER DOWLING & YAHNKE, INC. 04/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2015-04-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2015-04-01
BROWN, MICHAEL, S SHAREHOLDER DOWLING & YAHNKE, INC. 04/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2015-04-01

DOWLING & YAHNKE, LLC

ownership team - last updated 2019-09-27
Name Title Start Date Direct/Indirect % Ownership
BEAMER, WILLIAM, GILES CHIEF INVESTMENT OFFICER 10/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC PORTFOLIO MANAGER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER/CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER direct 2002-02-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2007-10-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2010-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
DOWLING & YAHNKE, LLC PRESIDENT direct 2013-11-01
DOWLING & YAHNKE, INC. MEMBER 05/01/1991 Direct 75% or more
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC ENTITY direct 1991-05-01
DOWLING & YAHNKE, LLC MEMBER direct 1991-05-01
MUNOZ, MARK, JOSEPH CHIEF OPERATING OFFICER 10/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC CHIEF OPERATING OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2011-05-01
DOWLING & YAHNKE, LLC CFO direct 2011-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
GIBBS, KARROL, LEE CHIEF COMPLIANCE OFFICER 07/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC CHIEF COMPLIANCE OFFICER direct 2012-07-01
BEAMER, WILLIAM, GILES PRESIDENT 11/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC PORTFOLIO MANAGER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER/CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER direct 2002-02-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2007-10-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2010-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
DOWLING & YAHNKE, LLC PRESIDENT direct 2013-11-01
YAHNKE, DALE, EDWARD CHIEF EXECUTIVE OFFICER 09/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 1991-05-01
DOWLING & YAHNKE, LLC CHIEF EXECUTIVE OFFICER direct 2016-09-01
DOWLING & YAHNKE INC PRINCIPAL direct 1991-05-01 2008-04-14
DOWLING & YAHNKE, LLC PRINCIPAL indirect 1991-05-01 2008-12-03
DOWLING & YAHNKE, LLC CEO direct 1991-01-01 2010-04-28
DOWLING & YAHNKE, LLC PRESIDENT direct 1991-01-01 2013-01-30
DOWLING & YAHNKE, LLC PRESIDENT direct 1991-05-01 2014-01-30
MUNOZ, MARK, JOSEPH CHIEF FINANCIAL OFFICER 10/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC CHIEF OPERATING OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2011-05-01
DOWLING & YAHNKE, LLC CFO direct 2011-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
MUNOZ, MARK, JOSEPH SECRETARY 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC CHIEF OPERATING OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2011-05-01
DOWLING & YAHNKE, LLC CFO direct 2011-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
YAHNKE, DALE, EDWARD SHAREHOLDER DOWLING & YAHNKE, INC. 05/01/1991 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 1991-05-01
DOWLING & YAHNKE, LLC CHIEF EXECUTIVE OFFICER direct 2016-09-01
DOWLING & YAHNKE INC PRINCIPAL direct 1991-05-01 2008-04-14
DOWLING & YAHNKE, LLC PRINCIPAL indirect 1991-05-01 2008-12-03
DOWLING & YAHNKE, LLC CEO direct 1991-01-01 2010-04-28
DOWLING & YAHNKE, LLC PRESIDENT direct 1991-01-01 2013-01-30
DOWLING & YAHNKE, LLC PRESIDENT direct 1991-05-01 2014-01-30
BEAMER, WILLIAM, GILES SHAREHOLDER DOWLING & YAHNKE, INC. 10/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC PORTFOLIO MANAGER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER/CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER direct 2002-02-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2007-10-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2010-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
DOWLING & YAHNKE, LLC PRESIDENT direct 2013-11-01
MUNOZ, MARK, JOSEPH SHAREHOLDER DOWLING & YAHNKE, INC. 12/01/2011 Indirect Other
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC CHIEF OPERATING OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2011-05-01
DOWLING & YAHNKE, LLC CFO direct 2011-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
ASMUSSEN, ALANA, CHRISTINE SHAREHOLDER DOWLING & YAHNKE, INC. 04/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2015-04-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2015-04-01
BROWN, MICHAEL, S SHAREHOLDER DOWLING & YAHNKE, INC. 04/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2015-04-01

DOWLING & YAHNKE, LLC

ownership team - last updated 2019-05-06
Name Title Start Date Direct/Indirect % Ownership
MUNOZ, MARK, JOSEPH CHIEF OPERATING OFFICER 10/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC CHIEF OPERATING OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2011-05-01
DOWLING & YAHNKE, LLC CFO direct 2011-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
BEAMER, WILLIAM, GILES CHIEF INVESTMENT OFFICER 10/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC PORTFOLIO MANAGER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER/CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER direct 2002-02-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2007-10-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2010-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
DOWLING & YAHNKE, LLC PRESIDENT direct 2013-11-01
DOWLING & YAHNKE, INC. MEMBER 05/01/1991 Direct 75% or more
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC ENTITY direct 1991-05-01
DOWLING & YAHNKE, LLC MEMBER direct 1991-05-01
GIBBS, KARROL, LEE CHIEF COMPLIANCE OFFICER 07/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC CHIEF COMPLIANCE OFFICER direct 2012-07-01
BEAMER, WILLIAM, GILES PRESIDENT 11/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC PORTFOLIO MANAGER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER/CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER direct 2002-02-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2007-10-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2010-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
DOWLING & YAHNKE, LLC PRESIDENT direct 2013-11-01
YAHNKE, DALE, EDWARD CHIEF EXECUTIVE OFFICER 09/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 1991-05-01
DOWLING & YAHNKE, LLC CHIEF EXECUTIVE OFFICER direct 2016-09-01
DOWLING & YAHNKE INC PRINCIPAL direct 1991-05-01 2008-04-14
DOWLING & YAHNKE, LLC PRINCIPAL indirect 1991-05-01 2008-12-03
DOWLING & YAHNKE, LLC CEO direct 1991-01-01 2010-04-28
DOWLING & YAHNKE, LLC PRESIDENT direct 1991-01-01 2013-01-30
DOWLING & YAHNKE, LLC PRESIDENT direct 1991-05-01 2014-01-30
MUNOZ, MARK, JOSEPH CHIEF FINANCIAL OFFICER 10/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC CHIEF OPERATING OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2011-05-01
DOWLING & YAHNKE, LLC CFO direct 2011-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
MUNOZ, MARK, JOSEPH SECRETARY 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC CHIEF OPERATING OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2011-05-01
DOWLING & YAHNKE, LLC CFO direct 2011-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
YAHNKE, DALE, EDWARD SHAREHOLDER DOWLING & YAHNKE, INC. 05/01/1991 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 1991-05-01
DOWLING & YAHNKE, LLC CHIEF EXECUTIVE OFFICER direct 2016-09-01
DOWLING & YAHNKE INC PRINCIPAL direct 1991-05-01 2008-04-14
DOWLING & YAHNKE, LLC PRINCIPAL indirect 1991-05-01 2008-12-03
DOWLING & YAHNKE, LLC CEO direct 1991-01-01 2010-04-28
DOWLING & YAHNKE, LLC PRESIDENT direct 1991-01-01 2013-01-30
DOWLING & YAHNKE, LLC PRESIDENT direct 1991-05-01 2014-01-30
BEAMER, WILLIAM, GILES SHAREHOLDER DOWLING & YAHNKE, INC. 10/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC PORTFOLIO MANAGER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER/CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER direct 2002-02-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2007-10-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2010-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
DOWLING & YAHNKE, LLC PRESIDENT direct 2013-11-01
MUNOZ, MARK, JOSEPH SHAREHOLDER DOWLING & YAHNKE, INC. 12/01/2011 Indirect Other
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC CHIEF OPERATING OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2011-05-01
DOWLING & YAHNKE, LLC CFO direct 2011-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
ASMUSSEN, ALANA, CHRISTINE SHAREHOLDER DOWLING & YAHNKE, INC. 04/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2015-04-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2015-04-01
BROWN, MICHAEL, S SHAREHOLDER DOWLING & YAHNKE, INC. 04/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2015-04-01

DOWLING & YAHNKE, LLC

ownership team - last updated 2019-03-27
Name Title Start Date Direct/Indirect % Ownership
BEAMER, WILLIAM, GILES CHIEF INVESTMENT OFFICER 10/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC PORTFOLIO MANAGER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER/CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER direct 2002-02-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2007-10-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2010-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
DOWLING & YAHNKE, LLC PRESIDENT direct 2013-11-01
DOWLING & YAHNKE, INC. MEMBER 05/01/1991 Direct 75% or more
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC ENTITY direct 1991-05-01
DOWLING & YAHNKE, LLC MEMBER direct 1991-05-01
MUNOZ, MARK, JOSEPH CHIEF OPERATING OFFICER 10/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC CHIEF OPERATING OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2011-05-01
DOWLING & YAHNKE, LLC CFO direct 2011-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
GIBBS, KARROL, LEE CHIEF COMPLIANCE OFFICER 07/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC CHIEF COMPLIANCE OFFICER direct 2012-07-01
BEAMER, WILLIAM, GILES PRESIDENT 11/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC PORTFOLIO MANAGER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER/CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER direct 2002-02-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2007-10-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2010-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
DOWLING & YAHNKE, LLC PRESIDENT direct 2013-11-01
YAHNKE, DALE, EDWARD CHIEF EXECUTIVE OFFICER 09/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 1991-05-01
DOWLING & YAHNKE, LLC CHIEF EXECUTIVE OFFICER direct 2016-09-01
DOWLING & YAHNKE INC PRINCIPAL direct 1991-05-01 2008-04-14
DOWLING & YAHNKE, LLC PRINCIPAL indirect 1991-05-01 2008-12-03
DOWLING & YAHNKE, LLC CEO direct 1991-01-01 2010-04-28
DOWLING & YAHNKE, LLC PRESIDENT direct 1991-01-01 2013-01-30
DOWLING & YAHNKE, LLC PRESIDENT direct 1991-05-01 2014-01-30
MUNOZ, MARK, JOSEPH CHIEF FINANCIAL OFFICER 10/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC CHIEF OPERATING OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2011-05-01
DOWLING & YAHNKE, LLC CFO direct 2011-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
MUNOZ, MARK, JOSEPH SECRETARY 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC CHIEF OPERATING OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2011-05-01
DOWLING & YAHNKE, LLC CFO direct 2011-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
YAHNKE, DALE, EDWARD SHAREHOLDER DOWLING & YAHNKE, INC. 05/01/1991 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 1991-05-01
DOWLING & YAHNKE, LLC CHIEF EXECUTIVE OFFICER direct 2016-09-01
DOWLING & YAHNKE INC PRINCIPAL direct 1991-05-01 2008-04-14
DOWLING & YAHNKE, LLC PRINCIPAL indirect 1991-05-01 2008-12-03
DOWLING & YAHNKE, LLC CEO direct 1991-01-01 2010-04-28
DOWLING & YAHNKE, LLC PRESIDENT direct 1991-01-01 2013-01-30
DOWLING & YAHNKE, LLC PRESIDENT direct 1991-05-01 2014-01-30
BEAMER, WILLIAM, GILES SHAREHOLDER DOWLING & YAHNKE, INC. 10/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC PORTFOLIO MANAGER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER/CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER direct 2002-02-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2007-10-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2010-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
DOWLING & YAHNKE, LLC PRESIDENT direct 2013-11-01
MUNOZ, MARK, JOSEPH SHAREHOLDER DOWLING & YAHNKE, INC. 12/01/2011 Indirect Other
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC CHIEF OPERATING OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2011-05-01
DOWLING & YAHNKE, LLC CFO direct 2011-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
ASMUSSEN, ALANA, CHRISTINE SHAREHOLDER DOWLING & YAHNKE, INC. 04/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2015-04-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2015-04-01
BROWN, MICHAEL, S SHAREHOLDER DOWLING & YAHNKE, INC. 04/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2015-04-01

DOWLING & YAHNKE, LLC

ownership team - last updated 2018-11-16
Name Title Start Date Direct/Indirect % Ownership
BEAMER, WILLIAM, GILES CHIEF INVESTMENT OFFICER 10/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC PORTFOLIO MANAGER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER/CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER direct 2002-02-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2007-10-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2010-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
DOWLING & YAHNKE, LLC PRESIDENT direct 2013-11-01
DOWLING & YAHNKE, INC. MEMBER 05/01/1991 Direct 75% or more
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC ENTITY direct 1991-05-01
DOWLING & YAHNKE, LLC MEMBER direct 1991-05-01
MUNOZ, MARK, JOSEPH CHIEF OPERATING OFFICER 10/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC CHIEF OPERATING OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2011-05-01
DOWLING & YAHNKE, LLC CFO direct 2011-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
GIBBS, KARROL, LEE CHIEF COMPLIANCE OFFICER 07/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC CHIEF COMPLIANCE OFFICER direct 2012-07-01
BEAMER, WILLIAM, GILES PRESIDENT 11/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC PORTFOLIO MANAGER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER/CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER direct 2002-02-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2007-10-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2010-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
DOWLING & YAHNKE, LLC PRESIDENT direct 2013-11-01
YAHNKE, DALE, EDWARD CHIEF EXECUTIVE OFFICER 09/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 1991-05-01
DOWLING & YAHNKE, LLC CHIEF EXECUTIVE OFFICER direct 2016-09-01
DOWLING & YAHNKE INC PRINCIPAL direct 1991-05-01 2008-04-14
DOWLING & YAHNKE, LLC PRINCIPAL indirect 1991-05-01 2008-12-03
DOWLING & YAHNKE, LLC CEO direct 1991-01-01 2010-04-28
DOWLING & YAHNKE, LLC PRESIDENT direct 1991-01-01 2013-01-30
DOWLING & YAHNKE, LLC PRESIDENT direct 1991-05-01 2014-01-30
MUNOZ, MARK, JOSEPH CHIEF FINANCIAL OFFICER 10/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC CHIEF OPERATING OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2011-05-01
DOWLING & YAHNKE, LLC CFO direct 2011-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
MUNOZ, MARK, JOSEPH SECRETARY 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC CHIEF OPERATING OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2011-05-01
DOWLING & YAHNKE, LLC CFO direct 2011-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
YAHNKE, DALE, EDWARD SHAREHOLDER DOWLING & YAHNKE, INC. 05/01/1991 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 1991-05-01
DOWLING & YAHNKE, LLC CHIEF EXECUTIVE OFFICER direct 2016-09-01
DOWLING & YAHNKE INC PRINCIPAL direct 1991-05-01 2008-04-14
DOWLING & YAHNKE, LLC PRINCIPAL indirect 1991-05-01 2008-12-03
DOWLING & YAHNKE, LLC CEO direct 1991-01-01 2010-04-28
DOWLING & YAHNKE, LLC PRESIDENT direct 1991-01-01 2013-01-30
DOWLING & YAHNKE, LLC PRESIDENT direct 1991-05-01 2014-01-30
BEAMER, WILLIAM, GILES SHAREHOLDER DOWLING & YAHNKE, INC. 10/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC PORTFOLIO MANAGER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER/CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER direct 2002-02-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2007-10-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2010-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
DOWLING & YAHNKE, LLC PRESIDENT direct 2013-11-01
MUNOZ, MARK, JOSEPH SHAREHOLDER DOWLING & YAHNKE, INC. 12/01/2011 Indirect Other
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC CHIEF OPERATING OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2011-05-01
DOWLING & YAHNKE, LLC CFO direct 2011-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
ASMUSSEN, ALANA, CHRISTINE SHAREHOLDER DOWLING & YAHNKE, INC. 04/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2015-04-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2015-04-01
BROWN, MICHAEL, S SHAREHOLDER DOWLING & YAHNKE, INC. 04/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2015-04-01

DOWLING & YAHNKE, LLC

ownership team - last updated 2018-05-29
Name Title Start Date Direct/Indirect % Ownership
BEAMER, WILLIAM, GILES CHIEF INVESTMENT OFFICER 10/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC PORTFOLIO MANAGER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER/CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER direct 2002-02-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2007-10-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2010-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
DOWLING & YAHNKE, LLC PRESIDENT direct 2013-11-01
DOWLING & YAHNKE, INC. MEMBER 05/01/1991 Direct 75% or more
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC ENTITY direct 1991-05-01
DOWLING & YAHNKE, LLC MEMBER direct 1991-05-01
MUNOZ, MARK, JOSEPH CHIEF OPERATING OFFICER 10/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC CHIEF OPERATING OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2011-05-01
DOWLING & YAHNKE, LLC CFO direct 2011-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
GIBBS, KARROL, LEE CHIEF COMPLIANCE OFFICER 07/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC CHIEF COMPLIANCE OFFICER direct 2012-07-01
BEAMER, WILLIAM, GILES PRESIDENT 11/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC PORTFOLIO MANAGER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER/CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER direct 2002-02-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2007-10-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2010-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
DOWLING & YAHNKE, LLC PRESIDENT direct 2013-11-01
YAHNKE, DALE, EDWARD CHIEF EXECUTIVE OFFICER 09/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 1991-05-01
DOWLING & YAHNKE, LLC CHIEF EXECUTIVE OFFICER direct 2016-09-01
DOWLING & YAHNKE INC PRINCIPAL direct 1991-05-01 2008-04-14
DOWLING & YAHNKE, LLC PRINCIPAL indirect 1991-05-01 2008-12-03
DOWLING & YAHNKE, LLC CEO direct 1991-01-01 2010-04-28
DOWLING & YAHNKE, LLC PRESIDENT direct 1991-01-01 2013-01-30
DOWLING & YAHNKE, LLC PRESIDENT direct 1991-05-01 2014-01-30
MUNOZ, MARK, JOSEPH CHIEF FINANCIAL OFFICER 10/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC CHIEF OPERATING OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2011-05-01
DOWLING & YAHNKE, LLC CFO direct 2011-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
MUNOZ, MARK, JOSEPH SECRETARY 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC CHIEF OPERATING OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2011-05-01
DOWLING & YAHNKE, LLC CFO direct 2011-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
YAHNKE, DALE, EDWARD SHAREHOLDER DOWLING & YAHNKE, INC. 05/01/1991 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 1991-05-01
DOWLING & YAHNKE, LLC CHIEF EXECUTIVE OFFICER direct 2016-09-01
DOWLING & YAHNKE INC PRINCIPAL direct 1991-05-01 2008-04-14
DOWLING & YAHNKE, LLC PRINCIPAL indirect 1991-05-01 2008-12-03
DOWLING & YAHNKE, LLC CEO direct 1991-01-01 2010-04-28
DOWLING & YAHNKE, LLC PRESIDENT direct 1991-01-01 2013-01-30
DOWLING & YAHNKE, LLC PRESIDENT direct 1991-05-01 2014-01-30
BEAMER, WILLIAM, GILES SHAREHOLDER DOWLING & YAHNKE, INC. 10/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC PORTFOLIO MANAGER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER/CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC MEMBER direct 2002-02-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2002-02-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2007-10-01
DOWLING & YAHNKE, LLC CHIEF INVESTMENT OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2010-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
DOWLING & YAHNKE, LLC PRESIDENT direct 2013-11-01
MUNOZ, MARK, JOSEPH SHAREHOLDER DOWLING & YAHNKE, INC. 12/01/2011 Indirect Other
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC CHIEF OPERATING OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2009-10-01
DOWLING & YAHNKE, LLC CHIEF FINANCIAL OFFICER direct 2011-05-01
DOWLING & YAHNKE, LLC CFO direct 2011-05-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2011-12-01
ASMUSSEN, ALANA, CHRISTINE SHAREHOLDER DOWLING & YAHNKE, INC. 04/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2015-04-01
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2015-04-01
BROWN, MICHAEL, S SHAREHOLDER DOWLING & YAHNKE, INC. 04/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
DOWLING & YAHNKE, LLC SHAREHOLDER indirect 2015-04-01

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