Overview of the Firm Cigna Investments, Inc. (“CII”, “the firm”, or “we”) is an indirect, wholly-owned subsidiary of Cigna Corporation (“Cigna”), a publicly traded global health services company. CII provides investment advisory services to institutional clients comprised of Cigna affiliated insurance companies, their respective general and separate accounts, other Cigna affiliated companies, pension plans, charitable organizations and private funds. CII became registered as an investment adviser with the Securities and Exchange Commission (the “SEC”), effective December 14, 1982. CII is based in Bloomfield, CT and organized as a corporation under the laws of the state of Delaware. CII is an indirect and wholly owned subsidiary of Cigna. As of December 31, 2023, CII managed approximately $26.5 billion in client assets on a discretionary basis. CII has 112 clients. CII offers discretionary and non-discretionary portfolio management services. Our investment advice is tailored to meet client needs and investment objectives as set forth in written investment advisory agreements or guidelines, investment authorizations, and other processes and procedures approved by CII’s Chief Investment Officer (“CIO”). We offer advice on public bonds, private placement securities, commercial mortgages, real estate equity, mezzanine debt, private equity, equity securities, warrants, commercial paper, certificates of deposit, municipal securities, mutual fund shares, United States government securities, options contracts on securities, futures contracts on intangibles, money market funds, derivatives, structured

notes, and exchange traded funds (“ETFs”). These assets may be acquired directly or through pooled investment vehicles. In a discretionary portfolio management arrangement, CII has the authority and responsibility to formulate investment strategies on behalf of its clients. Discretionary authorization allows us to determine the specific securities, and the amount of securities, to be purchased or sold for client accounts without obtaining prior approval. We also have discretion over the broker to be used for securities transactions and over commission rates to be paid. Discretionary authority is typically granted by a signed investment advisory agreement. CII will design an investment account based on a client’s overall financial condition, goals, risk tolerance and other factors unique to a client. Clients may limit CII’s discretionary authority by providing restrictions in writing. As part of our portfolio management services, we may select one or more sub-advisers to manage a portion of a client account on a discretionary basis. In selecting a sub-adviser, we take into account performance, methods of analysis, fees, financial needs, investment goals, risk tolerance and investment objectives. We monitor the sub-adviser to ensure its management and investment style remains aligned with client investment objectives. CII advises certain clients on a non-discretionary basis. CII does not have the ability or authority to execute transactions on behalf of its non-discretionary clients. CII makes recommendations to these clients who, in turn, determine whether to execute our recommended strategy.