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Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI). Investment accounts are custodied at SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association and wholly owned subsidiary of SEI. All Cash Access Account deposit and credit products are offered by, and any accounts opened in connection with such products will be held by, The Banco rp Bank, a state-chartered bank which is unaffiliated with SEI. Deposit accounts are maintained by The Bancorp Bank. They are FDIC insured up to $250,000. Other accounts that you have at The Bancorp Bank may impact your coverage. Visit www.fdic.gov for coverage details. Cash Access Account and SBLOC services are subject to Firm or Firm's Home Office approval. Supernova Lending LLC is the lender for Nationwide Smart Credit lines of credit. Supernova Lending LLC is an independent lender not affiliated with The Bancorp Bank or SEI and its subsidiaries. Asset management services provided by SEI Investments Management Corporation (SIMC). Platform and technology services offered by SEI Global Services, Inc. (SGS). SIMC and SGS are wholly owned subsidiaries of SEI Investments Company. For those portfolios of individually managed securities, SIMC makes recommendations as to which manager will manage each asset class. SIMC may recommend the termination or replacement of a money manager and the investor has the option to move the account assets to another custodian or to change the manager as recommended. City National Rochdale is not affiliated with SEI or its subsidiaries. There are risks involved with investing, including loss of principal. There is no assurance goals will be met nor that risk can be managed successfully. Diversification may not protect against market risk. 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. For those SEI Funds which employ the 'manager of managers' structure, SIMC has ultimate responsibility for the investment performance of the Funds due to its responsibility to oversee the sub-advisers and recommend their hiring, termination and replacement. SIMC is the manager of the SEI Strategies featuring the American Funds and the manager to the SEI Strategies with Dimensional and all SEI ETF Strategies. As much, SIMC is solely responsible for the fund selection and portfolio construction of the Strategies. Please see SIMC's Form ADV Part 2A (or the appropriate wrap brochure) for a full disclosure of the fee schedule.Consider the Strategies' investment objectives, risks, charges and expenses carefully before investing. The Strategies invest in funds to obtain the desired exposure to an asset class. A copy of each fund's prospectus is available upon request. The prospectus includes information concerning each fund's investment objective, strategies and risks. SEI Systematic Core Strategies, SEI Strategies featuring Dimensional and the ETF Strategies In addition to the normal risks associated with investing, the Strategies are subject to tracking error risk or the risk that the performance of a portfolio designed to track an index may vary substantially from the performance of the benchmark index it tracks as a result of cash flows, portfolio expenses, imperfect correlation between the portfolio's and benchmark's investments and other factors. This risk is magnified when sampling a benchmark index as the strategy may not track the return of its benchmark index as well as it would have if the strategy purchased all of the securities in its benchmark index. Actively managed ETFs may be subject to increased transaction costs. Active trading may increase the amount of taxes you owe by generating short-term gains, which may be taxed at a higher rate. The SEI Strategies with Capital Group ® All Capital Group trademarks are registered trademarks owned by The Capital Group Companies, Inc. or an affiliated company. All other company and product names mentioned are the trademarks or registered trademarks of their respective companies. The SEI Strategies featuring Dimensional Dimensional and the Dimensional logo are registered trademarks of Dimensional Fund Advisors LP. Dimensional funds are offered by DFA Securities LLC, member FINRA. Neither SEI, nor its subsidiaries is affiliated with DFA Securities LLC, or Dimensional Fund Advisors LP. Third-party technology solutions SEI does not endorse the use of any of the products mentioned herein. Always check with your firm's compliance department before implementing any new technology solutions. Redtail and Envestnet/MoneyGuidePro® are not affiliated with SEI or its subsidiaries. © 2025 SEI ® 250015.28 IAS 03/25 1 Freedom Valley Drive P.O. Box 1100 Oaks, PA 19456 610-676-1000 seic.com

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