Advisory Services 4. A. Advisory Firm Description Aristotle Atlantic Partners, LLC (“Aristotle Atlantic” or “adviser”) is a registered investment adviser with its principal place of business located in Sarasota, Florida. Aristotle Capital Management, LLC and senior members of Aristotle Atlantic hold controlling interest in the adviser. 4. B. Types of Advisory Services Aristotle Atlantic provides investment advisory and management services: (1) as a discretionary or non-discretionary investment adviser to institutional and retail separate account clients; (2) as a discretionary sub-adviser to registered investment companies (“mutual funds”); (3) as a sub-adviser to model delivery programs; and (4) as a sub-adviser to a sleeve of a multi-manager private fund. Aristotle Atlantic provides Large Cap Growth, Core Equity and Focus Growth portfolio management services for institutional and high net worth clients. Through discussions with clients and their advisers, we agree upon objectives that are compatible with our investment philosophy, and we manage portfolios designed to meet those objectives. Relevant factors in this data-gathering process include but are not limited to time horizons, risk tolerance, liquidity needs, and, in the case of individuals, tax issues. 4. C. Client Investment Objectives/Restrictions Adviser will tailor advisory services to individual client needs. Adviser manages each account according to the investment objectives of the strategy selected by the client and any restrictions placed on the account by the client. Investments for separately managed client

accounts are managed in accordance with each client’s stated investment objectives, restrictions and guidelines. Investments for mutual funds are managed in accordance with each fund’s strategy, investment objectives restrictions and guidelines and are not tailored to the individualized needs of any particular investor in the Fund (each an “investor”). Therefore, investors should consider whether the fund meets their investment objectives and risk tolerance prior to investing. Information about each mutual fund is available in its prospectus and statement of additional information (“SAI”). 4. D. Model Delivery Programs Aside from separate account portfolio management services, Aristotle Atlantic has entered into agreements with model delivery program sponsors (collectively “managers”). These are sub- advisory relationships where the manager provides investment supervisory services to its clients, including making recommendations concerning an investment adviser to render specific investment advice with respect to a client’s portfolio. The client enters into an agreement with the manager and the manager has a separate master agreement with Aristotle Atlantic. For model delivery program accounts, Aristotle Atlantic provides a model to the manager and the manager effects transactions in the client accounts. Model delivery accounts are managed by Aristotle Atlantic on a non-discretionary basis. Aristotle Atlantic does not currently participate in wrap programs. 4. E. Assets Under Management as of 12/31/2023: Discretionary: $ 2,525,143,371; 299 accounts Non-Discretionary: $ 605,773,993; 18 programs