QRG is an investment adviser with its principal place of business in Chicago, Illinois. QRG operates as a subsidiary of Envestnet, Inc. (ENV), a publicly held company founded in 1999 and whose stock is traded on the New York Stock Exchange (NYSE) under the ticker symbol ENV. Brandon R. Thomas is a co-founder and the Co-Chief Investment Officer of Envestnet, Inc. and is the President of QRG. Janis Zvingelis is the Director of Quantitative Research and a principal of QRG. As of December 31, 2023, QRG had $7.649 billion in assets under management. QRG specializes in quantitative investment management services, including the systematic construction and management of investment strategies grounded in quantitative research. QRG’s investment process is guided by systematic, quantitative, and rules-based methodologies. QRG’s investment management services and strategies are designed with the goal of enabling clients to implement their market exposure, risk management and return objectives in a cost-efficient manner. These services may be customized by clients to meet their specific needs and objectives. Clients may seek to impose restrictions on investments in securities or types of securities and investment guidelines for the management of their assets; such desired restrictions and investment guidelines are subject to the consent of QRG. QRG provides discretionary investment management and investment advisory services indirectly to clients through intermediaries such as independent financial advisors, asset managers, consultants, and family offices,

and directly to high-net-worth individuals, endowments and foundations, and other institutions. In addition, QRG may advise a limited number of clients on asset allocation and fund selection. QRG provides, through its affiliate Envestnet Asset Management, Inc. (“Envestnet”), an SEC- registered investment adviser and asset management platform provider, technology, operational and administrative support services to QRG’s clients. Envestnet may assist QRG with a variety of account processing and maintenance duties, including client account initiation and setup, support related to client account trading and processing, billing services, custodial reconciliation, and the computation and preparation of client reports. QRG provides discretionary portfolio management services to mutual funds that are registered as such under the Investment Company Act of 1940, as amended (the “Investment Company Act”). Such mutual funds include those sponsored by Envestnet. QRG also offers customized non-discretionary strategies through agreements with non-affiliated institutional platforms. In doing so, QRG contracts with the non-affiliated firm as portfolio managers to the QRG offerings. For such portfolio management services, QRG obtains a manager fee, which is negotiated separately with each respective firm. QRG’s investment management personnel began managing Quantitative Portfolio (“QPs”) strategies through Envestnet in November 2013. As of September 1, 2023, all QP strategies are now fully managed under QRG by the same investment management personnel.