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1 Freedom Valley Drive P.O. Box 1100 Oaks, PA 19456 610-676-1000 seic.com © 2025 SEI ® 250396.02 IAS 08/25 Discover SEI ® We deliver technology and investment solutions that connect the financial services industry. And we're committed to creating a personalized and connected wealth experience that helps advisors and their clients achieve and sustain financial freedom together. Our solutions are constructed to help power wealth, build community, and protect futures. Important information Due to the ever-changing nature of investments and retirement objectives, it is critical that the advisor revisit an investor's retirement investment plan at least once a year, and more frequently if possible. There is no guarantee that the investment objective will be fulfilled. The principal balance of the portfolio may be depleted prior to a portfolio's target end date and, therefore, distributions may end earlier than expected. This risk increases if the distribution amount chosen is a significant portion of the starting principal. The projected time periods do not take into account the payment of fees to the advisor out of the portfolio or any other distribution from the account. For those portfolios of individually managed securities, SEI Investments Management Corporation (SIMC) makes recommendations as to which manager will manage each asset class. Upon SIMC's termination of a manager from the program, SIMC may recommend a replacement money manager and the investor has the option to move the account assets to another custodian or to change the manager. Please see SIMC's Form ADV Part 2A (or the appropriate wrap brochure) for a full disclosure of the fee schedule. This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice. This information is for educational purposes only. There are risks involved with investing, including loss of principal. Neither SEI nor its affiliates provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor. SIMC is a wholly owned subsidiary of SEI Investments Company (SEI). Neither SEI nor its subsidiaries are affiliated with your financial advisor. Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI).

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