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Glossary The S&P 500 is a stock market index that tracks the performance of 500 of the largest publicly traded companies in the U.S. Standard deviation is a measure of how much investment returns fluctuate over time. In finance, standard deviation is applied to the annual rate of return of an investment to measure the investment's volatility. Anchoring is a concept in behavioral economics that describes a person making a financial decision based on an irrelevant data point. Important information Investment services provided by SEI Investments Management Corporation (SIMC), a wholly owned subsidiary of SEI Investments Company (SEI). This material is based on the views of SIMC. Statements that are not factual in nature, including opinions, projects, and estimates, assume certain economic conditions and industry developments and constitute only current opinions that are subject to change without notice. Nothing herein is intended to be a forecast of future events, or a guarantee of future results. This presentation should not be relied upon by the reader as research or investment advice (unless SIMC has otherwise separately entered into a written agreement for the provision of investment advice). Investing involves risk including possible loss of principal. There is no guarantee investment objectives will be met nor that risk can be managed successfully. Diversification may not protect against market risk. While the ETF and Separately Managed Account (SMA) are actively managed, the investment process is expected to be heavily dependent on quantitative models and those models may not perform as intended. SMAs are offered through the Managed Account Solutions Program. Index returns are for illustrative purposes only and do not represent actual investment performance. Index returns do not reflect any management fees, transaction costs, or expenses. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results. To determine if the Funds are an appropriate investment for you, carefully consider the investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' summary and full prospectuses, which may be obtained by calling 1-800-DIAL-SEI. Read it carefully before investing. • Not FDIC insured • No bank guarantee • May lose value SIMC is the adviser to the SEI funds, which are distributed by SEI Investments Distribution Co (SIDCO). SIDCO is a wholly owned subsidiary of SEI. Certain information contained herein has been provided to SEI by an unaffiliated third party. SEI cannot guarantee the accuracy or completeness of the information and assumes no responsibility or liability for its incompleteness or inaccuracy. © 2025 SEI ® 250015.57 IAS 06/25 1 Freedom Valley Drive P.O. Box 1100 Oaks, PA 19456 610-676-1000 seic.com Contact your financial advisor to learn more about managed volatility strategies.

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