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For Financial Intermediary Use Only. Not For Retail Distribution. Dynamic Income Strategy The strategy seeks to provide a high level of current income through participation in U.S. and international fixed-income markets and to a lesser extent equity markets. The strategy invests in SEI mutual funds, each of which has its own investment goal and is diversified across multi-asset funds. Core components: Multi-Asset Income, Global Managed Volatility, High Yield Bond Current Income Strategy The strategy seeks to provide a high level of current income through participation in U.S. and international fixed-income markets and to a lesser extent equity markets. The strategy invests in SEI mutual funds, each of which has its own investment goal. Core components: Core Fixed Income, High Yield Bond, Emerging Markets Debt Tax-Aware Dynamic Income Strategy The strategy seeks to provide a high level of current income through participation in U.S. and international fixed-income markets and to a lesser extent equity markets. The strategy invests in SEI mutual funds and seeks to reduce the impact of taxes through the use of tax-efficient security selection. Core components: Multi-Asset Income, Tax-Managed Managed Volatility, Tax-Advantaged Income 23% SIMT Multi-Asset Income 23% SIMT Global Managed Volatility 18% SIMT High Yield Bond 18% SIT Emerging Markets Debt 12% SIMT Core Fixed Income 5% SIMT U.S. Managed Volatility 1% Cash or cash equivalents 1 Allocations as of 3/31/24 and subject to change. 1 The investment to cash or cash equivalents is not an investment decision. 37% SIMT Core Fixed Income Fund 15% SIMT High Yield Bond Fund 15% SIMT Emerging Markets Debt Fund 12% SIT International Fixed Income Fund 10% SDIT Short-Duration Government Fund 10% SIMT Global Managed Volatility Fund 1% Cash or cash equivalents 1 Allocations as of 3/31/24 and subject to change. 1 The investment to cash or cash equivalents is not an investment decision. 23% SIMT Multi-Asset Income 19% SIMT Tax-Managed Managed Volatility 18% SIT Emerging Markets Debt 18% STET Tax-Advantaged Income 12% STET Intermediate-Term Municipal 9% SIMT Tax-Managed International Managed Volatility 1% Cash or cash equivalents 1 Allocations as of 3/31/24 and subject to change. 1 The investment to cash or cash equivalents is not an investment decision. 5

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