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©2023 SEI 23 Strategy Families: Asset Allocation & Strategy Detail SEI Risk Expectation SEI Return Expectation Equity Fixed Income Alternative/Other SEI Strategies with Dimensional Expense Ratio : 0.13% 1.00% Government Fund (A A B X X ) 55.00% Dimensio nal Core Fixed Income ETF 5.00% Deut sche X -trackers USD High Yield 2.50% V anEck V ect ors J.P. M organ EM Local 2.50% V anguard Emerging M arket s Government 29.0 0% Dimensio nal Short - Duration Fixed Income 5.00% Dimensio nal Inf lation- Protected Securities Inv M gt C o s t : ≤0 .4 0 % SEI Fixed Income Strategy with Dimensional Expense Ratio : 0.14% 1.00% Government Fund (A A B X X ) 4.25% Dimensio nal US Core Equit y 2 ETF (DFA C) 3.25% Dimensio nal US Core Equit y M arket ETF 2.75% Dimensio nal Wo rld ex US Core Equit y 2 ETF 2.50% Dimensio nal US High Pro fitabilit y ETF 2.25% Dimensio nal Int ernational Core 2.00% Dimensio nal U.S. Equit y ETF (DFUS) 1.50% Dimensio nal Int ernational Hig h 1.50% Dimensio nal Emerging Core Equit y M arket 40.0 0% Dimensio nal Core Fixed Income ETF 5.50% Deut sche X -trackers USD High Yield 2.75% V anEck V ect ors J.P. M o rgan EM Local 2.75% V anguard Emerging M arket s Government 23.0 0% Dimensio nal Short - Duration Fixed Income 5.00% Dimensio nal Inf lation- Pro tected Securities Inv M gt C o s t : ≤0 .4 0 % SEI Conservative Growth & Income Strategy with Dimensional Expense Ratio : 0.19% 1.00% Government Fund (A A B X X ) 8.50% Dimensio nal US Core Equit y 2 ETF (DFA C) 6.25% Dimensio nal US Core Equit y M arket ETF 5.50% Dimensio nal Wo rld ex US Core Equit y 2 ETF 4.75% Dimensio nal US High Pro fitabilit y ETF 4.50% Dimensio nal Int ernational Core 4.25% Dimensio nal U.S. Equit y ETF (DFUS) 3.25% Dimensio nal Int ernational Hig h 3.00% Dimensio nal Emerging Core Equit y M arket 36.50% Dimensio nal Core Fixed Income ETF 4.00% Deut sche X -trackers USD High Yield 1.75% V anEck V ect ors J.P. M o rgan EM Local 1.75% V anguard Emerging M arket s Government 10.00% Dimensio nal Short - Duration Fixed Income 5.00% Dimensio nal Inf lation- Pro tected Securities Inv M gt C o s t : ≤0 .4 0 % SEI Moderate Growth & Income Strategy with Dimensional Expense Ratio : 0.19% 1.00% Government Fund (A A B X X ) 12.75% Dimensio nal US Core Equit y 2 ETF (DFA C) 9.50% Dimensio nal US Core Equit y M arket ETF 8.25% Dimensio nal Wo rld ex US Core Equit y 2 ETF 7.25% Dimensio nal US High Pro fitabilit y ETF 6.75% Dimensio nal Int ernational Core 6.25% Dimensio nal U.S. Equit y ETF (DFUS) 4.75% Dimensio nal Int ernational Hig h 4.50% Dimensio nal Emerging Core Equit y M arket 29.0 0% Dimensio nal Core Fixed Income ETF 2.50% Deut sche X -trackers USD High Yield 1.25% V anEck V ect ors J.P. M o rgan EM Local 1.25% V anguard Emerging M arket s Government 5.00% Dimensio nal Inf lation- Pro tected Securities Inv M gt C o s t : ≤0 .4 0 % SEI Growth & Income Strategy with Dimensional Expense Ratio : 0.20% 1.00% Government Fund (A A B X X ) 17.00% Dimensio nal US Core Equit y 2 ETF (DFA C) 12 .50% Dimensio nal US Core Equit y M arket ETF 11.0 0% Dimensio nal Wo rld ex US Core Equit y 2 ETF 9.75% Dimensio nal US High Profitabilit y ETF 9.00% Dimensio nal Int ernational Core 8.50% Dimensio nal U.S. Equit y ETF (DFUS) 6.50% Dimensio nal Int ernational Hig h 5.75% Dimensio nal Emerging Core Equit y M arket 15.00% Dimensio nal Core Fixed Income ETF 2.00% Deut sche X -trackers USD High Yield 1.00% V anEck V ect ors J.P. M organ EM Local 1.00% V anguard Emerging M arket s Government Inv M gt C o s t : ≤0 .4 0 % SEI Capital Growth Strategy with Dimensional Expense Ratio : 0.20% 1.00% Government Fund (A A B X X ) 21.00% Dimensio nal US Core Equit y 2 ETF (DFA C) 15.50% Dimensio nal US Core Equit y M arket ETF 13.50% Dimensio nal Wo rld ex US Core Equit y 2 ETF 12.00% Dimensio nal US High Pro fitabilit y ETF 11.2 5% Dimensio nal Int ernational Core 10.50% Dimensio nal U.S. Equit y ETF (DFUS) 8.00% Dimensio nal Int ernational Hig h 7.25% Dimensio nal Emerging Core Equit y M arket Inv M gt C o s t : ≤0 .4 0 % SEI Equity Strategy with Dimensional

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