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For Financial Intermediary Use Only. Not For Retail Distribution. 13 DELIVER TA X M ANAGEMENT AND CUSTOMIZ ATION. Direct security ownership provides investors with the benefits of owning individual stocks and bonds, with the ability to supplement or complement with other strategies, and more targeted tax control. Key factors • Solutions consist of specialist money managers that manage individual portfolios of stocks, bonds, exchange-traded funds (ETFs), or mutual funds based on a specific investment style. • We serve as investment manager and provide oversight of our recommended managers. • Although the solution may be implemented with a single manager, our portfolio construction process emphasizes the use of multiple managers with complementary approaches in an effort to ensure diversification of risk and returns. • The full spectrum of asset classes and styles is available to provide a fully customizable and diversified income-oriented strategy. Managed Account Solutions (SMA & UMA) Income-oriented managers Equity Income • Invesco Advisers, Inc. • Schafer Cullen Capital Management Preferred Securities • Spectrum Asset Management, Inc. • SEI Investment Management Corp. (U.S. Dividend Yield (Multi-Factor SMA) and Systematic U.S. Dividend Yield Core) REIT • CenterSquare Investment Management, LLC Municipal • AllianceBernstein L.P. • Loomis, Sayles & Company, L.P. • Nuveen Asset Management, LLC • SEI Fixed Income Portfolio Management (Systematic Municipal Bond Core) Core Aggregate • Loomis, Sayles & Company, L.P. • SEI Fixed Income Portfolio Management (Systematic U.S. Aggregate Bond Core) Government Securities • Loomis, Sayles & Company, L.P. • SEI Fixed Income Portfolio Management (Systematic Government Bond Core) Government/Corporate Bond • Loomis, Sayles & Company, L.P. Enhanced Income Core and Enhanced Income Core - Tax-Advantaged • Parametric Portfolio Associates As of 3/31/25.

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