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1 Freedom Valley Drive P.O. Box 1100 Oaks, PA 19456 610-676-1000 seic.com Discover SEI. SEI delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset manage- ment, SEI works with corporations, financial institutions and professionals, and ultra-high- net-worth families to solve problems, manage change, and help protect assets—for growth today and in the future. 1 Beyond Finances: Holistic life planning trends among advisors, InvestmentNews, 2020. 2 Mind over Money Survey, Capital One and The Decision Lab, May 2022. 3 "What's the value of a financial advisor? Happiness." Herbers & Company, December 2021. 4 "Putting a value on your value: Quantifying Vanguard Advisor's Alpha," Vanguard, February 2019. 5 "Where will wealth take clients next?" 2021 EY Global Wealth Research Report 6 "Why giving is good for your health," Cleveland Clinic, October 2020. 7 Results will vary as the amount of federal income tax paid depends on both the investor's tax bracket and how long the investment is held. Source: Parametric Portfolio Associates: Based on a hypothetical tax- free $100,000 portfolio invested 60% in the Russell 3000 and 40% in bonds in the Bloomberg Aggregate. Assumptions: (1) no liquidations. (2) interest income and dividends taxed annually at current top marginal tax rates. (3) capital gains realized at 50% per year and taxed at the current long-term capital gains tax rate. (4) portfolio held for 42 years (from 1979-2021). The intent is to portray a worst-case scenario. The portfolio would have grown from $100,000 to about $7.8 million. If the portfolio was taxed as indicated above, it would have lost 62% of its value, due to taxes paid and earnings lost on that money. Tax- managed investment strategies are designed to minimize capital gains distributions and maximize after-tax returns. Past performance is no guarantee of future results. Information provided by SEI Investments Company (SEI). Platform services provided by SEI Global Services, Inc. (SGS). Investment services provided by SEI Investments Management Corporation (SIMC). SGS and SIMC are wholly owned subsidiaries of SEI. Your financial advisor is not affiliated with SEI or its subsidiaries. Investing involves risk including possible loss of principal. Index returns are for illustrative purposes only. There is no guarantee that risk can be managed successfully. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results. 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 and is intended for educational purposes only. Some information contained herein has been provided to SEI by unaffiliated third parties. SEI cannot guarantee the accuracy or completeness of the information and assumes no responsibility or liability for its incompleteness or inaccuracy. Environmental, social and governance (ESG) guidelines may cause a manager to make or avoid certain investment decisions when it may be disadvantageous to do so. This means that these investments may underperform other similar investments that do not consider ESG guidelines when making investment decisions. ESG and Sustainability are not uniformly defined across the industry. Neither SEI nor its subsidiaries 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. © 2022 SEI 220507.01

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