Balasa Dinverno Foltz LLC

On 01/ 24, Aperio, an investment manager that manages certain BDF client assets through its portfolio management platform, informed us that some of our client data was unintentionally compromised.On 01/11, Aperio discovered two Aperio employee email accounts were compromised by a phishing scam that placed an unauthorized auto-forward rule on such accounts. All emails (including emails with sensitive information) sent to such accounts from 08/21/2017 to 01/11/2018 were blind cc'd to two external email addresses.