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3 SEI and Dimensional: A shared mission. SEI Strategies with Dimensional combine Dimensional ETFs with SEI's disciplined investment approach and connective technology. Dimensional applies academic research to practical investing, and offers a range of equity and fixed-income strategies designed to target higher expected returns. Portfolios are built and maintained by SEI's investment team in accordance with our long-standing investment philosophy. 1 1 Investment services provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI Investments Company (SEI). 2 "Dimensional ETFs: Go beyond indexing," us.dimensional.com/etfs. (Comparison against funds in Morningstar peer categories as of January 2, 2025.) Why Dimensional? Dimensional ETFs use a daily flexible process to to pursue higher expected returns, manage risks, and trade efficiently. Historically, the ETFs are priced lower based on their Morningstar peers. 2 Why SEI? We believe a goal-based wealth management approach is the best way to meet objectives, and that asset allocation is the biggest factor in investment success. What we have in common: • Belief in the value of financial advice, the power of the markets, and strength of strategic partnerships to serve independent advisors and their clients. • Goal-oriented wealth management approach and long-term investment perspective. • Understanding that diversification is one of the key components of investing because the future is unknown. • Philosophy based on value—supported by time-tested, rigorous research and disciplined investment oversight. • Shared mission to leverage our tenured industry experience, market leadership, and innovation of both companies to help investors transform their futures and reach their goals.

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