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© 2025 SEI 5 › Tuesday, April 15 Postmarked envelope including the check (please see the note below) › Tuesday, April 15 Wire must be received by 2:00 p.m. EST NOTE: For Traditional, SEP 'employee', and Roth IRA contributions via check to be designated as contributions for the 2024 tax year they must: 1. Bear a valid U.S. postmark † with a mailing date no later than April 15, 2025.* 2. Be received by SEI Private Trust Company on or before April 30, 2025. 3. Indicate that the check is a contribution for the 2024 tax year on the memo line of the check or have the check sent with an Additional Investment Form indicating the tax year.** †Contributions received bearing a postmark from a commercial postage meter machine (i.e., Pitney Bowes) will not be accepted as a 2024 tax year contribution if received by SEI Private Trust Company after April 15, 2025. *In addition to the U.S. Postal Service, the Internal Revenue Service has also approved the following couriers: Federal Express, UPS, and DHL. Any properly designated 2024 tax year contributions will be accepted if shipped through one of these approved couriers on or before April 15, 2025. The postmark date will be based on the envelope that is addressed to SEI Private Trust Company. If an IRA participant postmarks an envelope by April 15, 2025, and mails it to their advisor or broker dealer who subsequently mails the check and postmarked envelope to SPTC the contribution will be considered a 2024 tax year contribution. However, please include the original envelope postmark when mailing this check to SPTC. **If the tax year is not indicated on the check or an Additional Investment Form sent prior to the check's arrival, SPTC will code the check as a current year contribution. If the coding should be updated to a prior year contribution, please submit an Additional Investment Form indicating the updated tax coding and then call the Middle Office service team at 1-800-734-1003 to notify them of the form. May 2025 — Key Dates and Deadlines Friday, May 23 › Updated 2024 Form 5498s tax forms will be available on www.SEIAdvisorCenter.com for Advisor firm users and Investor.SEI-Connect.com for investors. Note: The updated 5498s will only be issued to clients who made a prior year contribution in 2025 for 2024 after mid-January, to clients who made a 2024 contribution in 2025 but did not have a 12/31/2024 market value, to clients who need a corrected 5498 and special handling/special coding requests. Otherwise, the 5498 sent in January is the final document. Friday, May 30 › Updated 5498s will be postmarked and mailed to IRA participants. If you have any questions about the SEI tax reporting process or any of the materials in this announcement, please contact your SEI representative by calling 800-734-1003. Information provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association, for general guidance only. SPTC is a wholly owned subsidiary of SEI Investments Company. 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.

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