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10 Tax-Managed ETF Strategies Asset allocation strategies developed by SEI on the foundation of long-term capital market assumptions. The SEI Tax-Managed ETF Strategies make use of a full complement of ETFs, selected by SEI, and seek to provide a high level of diversification across a variety of asset classes. • The strategies may use tax-management techniques such as purchasing municipal fixed- income ETFs to seek to create tax-exempt income, controlling the Strategyʼs turnover levels, selling securities with the least tax impact, and opportunistically harvesting losses • Strategy risk profiles span the range of fixed income to equity. • Through overlay portfolio management, the Strategies use the process of tax-loss harvesting— selling a security that has experienced a loss and replacing that sold security with a similar one, while seeking to maintain an optimal asset allocation and expected returns. By realizing, or "harvesting" a loss, investors can offset taxes on both gains and income. SEI Strategies with Capital Group ® Combine SEI's disciplined and strategic approach based on the foundation of long-term capital market assumptions with Capital Group ETFs 5 in an effort to provide a high level of diversification across a variety of asset classes. Strategy family includes: • SEI Strategies with Capital Group are globally diversified and use Capital Group ETFs • SEI U.S. Focused Strategies with Capital Group are more heavily focused on U. S.-based asset classes and use Capital Group ETFs • SEI Tax-Managed Strategies with Capital Group use Capital Group ETFs , with a focus on managing the impact of taxes through the use of ETFs and active tax management • SEI Tax-Managed U.S. Focused Strategies with Capital Group use Capital Group ETFs, with a focus on managing the impact of taxes through the use of ETFs and active tax management SEI Strategies with Dimensional Combine SEI's disciplined investment approach based on the foundation of long-term capital market assumptions and strategic asset allocation with Dimensional ETFs. Strategy family includes: • SEI Strategies with Dimensional are globally diversified and use Dimensional ETFs • SEI U.S. Focused Strategies with Dimensional are more heavily focused on U.S.- based asset classes and use Dimensional ETFs • SEI Tax-Managed Strategies with Dimensional use Dimensional ETFs and seek to manage the impact of taxes through the use of ETFs with active tax-management • SEI Tax-Managed U.S. Focused Strategies with Dimensional use Dimensional ETFs and seek to manage the impact of taxes through the use of ETFs with active tax-management

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