Expanded Vlookup Issue

Another alternative... with no helper columns....

This formula in F1 counts total records that have month from drop down in either the Birthday or the Anniversary or Both.

=SUMPRODUCT((TEXT($C$2:$C$10,"mmmm")=$G$2)+(TEXT($D$2:$D$10,"mmmm")=$G$2))-SUMPRODUCT((TEXT($C$2:$C$10,"mmmm")=$G$2)*(TEXT($D$2:$D$10,"mmmm")=$G$2))

This formula in H2, begins to extract the matching information and pulls only the number of records indicated by the formula in F1:

=IF(ROWS($A$1:$A1)>$F$1,"",INDEX(A$2:A$10,SMALL(IF((TEXT($C$2:$C$10,"mmmm")=$G$2)+(TEXT($D$2:$D$10,"mmmm")=$G$2),ROW($A$2:$A$10)-ROW($A$2)+1),ROWS($A$1:$A1))))

the above formula is an array formula and must be confirmed with CTRL+SHIFT+ENTER keys instead of just ENTER.. you will see { } brackets appear around the formula...then copy it down as far as you want and across the other relevant number of columns.

If you adjust the ranges to suit a large database, you will need to reconfirm the formula with the CSE keys and then copy down and across again.

See attached.