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© 2024 SEI ® 240098.21 IAS 03/24 1 Freedom Valley Drive P.O. Box 1100 Oaks, PA 19456 610-676-1000 seic.com There are risks involved with investing, including loss of principal. Diversification may not protect against market risk. There is no guarantee risk can be managed successfully. There is no guarantee the goals of the Strategies discussed will be met. For those portfolios of individually managed securities, SEI Investments Management Corporation (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. Please see SIMC's Form ADV Part 2A (or the appropriate wrap brochure) for a full disclosure of the fee schedule. SIMC is a wholly owned subsidiary of SEI Investments Company (SEI). The Investment Management Unit is a team within SIMC. Information provided by SEI Investments Management Corporation. SEI Investments Management Corporation (SIMC) is the adviser to the SEI ETF Strategies, SEI Strategies with American Funds, and SEI Strategies with Dimensional (the Strategies). As such, SIMC is solely responsible for the fund selection and portfolio construction of the Strategies. 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. Consider the Strategies' investment objectives, risks, charges and expenses carefully before investing. 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. Investment screens can be applied to equity portfolios and select taxable fixed-income portfolios. In all cases, a Client may, at any time, impose reasonable restrictions on the management of a Client's account. Such restrictions may include one or more "screens" offered by SIMC that restrict or permanently remove securities from the Client's selected strategy on the basis of ESG or other criteria. SEI has selected and engaged Institutional Shareholder Services Inc. and MSCI ESG Research LLC, the "vendors" to provide the selected screens. The vendors can vary from other ESG vendors and advisers with respect to its methodology for constructing screens, including with respect to the factors and data that it collects and applies as part of its process. As a result, the vendors' screens may differ from or contradict the conclusions reached by other ESG vendors or advisers with respect to the same issuers. A client restriction, including the selection of a screen, will likely contribute to performance deviations from the strategy, including underperformance. Alternative investments are subject to a complete loss of capital and are only appropriate for parties who can bear that risk and the illiquid nature of such investments. Alternative investments often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, and often charge high fees. Your financial advisor is not affiliated with SEI or its subsidiaries.

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