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© 2022 SEI 1 Freedom Valley Drive P.O. Box 1100 Oaks, PA 19456 610-676-1000 seic.com 220244.42 (01/23) This material 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. Diversification may not protect against market risk. There is no assurance the goals of the strategies discussed will be met. Trust and custody services provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association and wholly owned subsidiary of SEI Investments Company (SEI). Investment services provided by SEI Investments Management Corporation. Platform services provided by SEI Global Services, Inc., both wholly owned subsidiaries of SEI. 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. 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 Bancorp 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. Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI. For Financial Intermediary Use Only. Not for Public Distribution. Discover SEI We deliver technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, we work with corporations, financial institutions and professions, and ultra-high-net-worth families to solve problems, manage change, and help protect assets — for growth today and in the future. For more information, contact a national accounts manager at 888-734-2679 or visit seic.com/advisors

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