Conning is a registered investment adviser with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. Conning began conducting its SEC-registered investment advisory business in 1983. Conning is a wholly owned subsidiary of Conning & Company. Conning is an investment manager to an affiliated Luxembourg authorized UCITS investment fund. Conning is also a commodity trading advisor (“CTA”) registered with the Commodity Futures Trading Commission (“CFTC”) and the National Futures Association (“NFA”). Conning specializes in managing fixed income and equity investments on behalf of institutional, insurance and pension clients. Conning offers a range of actively managed multi-sector strategies. As of December 31st, 2023, Conning’s assets under management totaled approximately $100.4 billion, the majority of which are managed on a discretionary basis. Conning provides investment services for diversified third party clients. Conning’s client base includes various insurance companies and pension plans. Institutional Accounts Conning primarily provides fixed income and equity investment management services to institutional clients. Conning only manages the assets which are the subject of its management agreement and does not consider the client's other assets and other obligations. Conning receives authority to supervise and direct the investment of the assets on a discretionary or non-discretionary basis in accordance with the clients’ written objectives and limitations as outlined in each client’s Investment Management Agreement. Clients could impose restrictions or limitations on investing in specific securities or specific types of securities. Conning’s U.S. High Dividend Equity (“HDE”) and Global High Dividend Equity (“GHDE”) Strategies invest in a portfolio of large cap equities with similar characteristics: strong financial profiles, healthy dividend yields and a history of maintaining or raising the dividend payout. The strategies are designed to participate in the performance of rising equity markets and outperform in down markets, while providing a steady income component to total return in all markets. Conning offers an internally managed U.S. Indexed Equity Strategy which utilizes advanced computer-based portfolio management and trading systems. This passive approach provides broad exposure to the market and a high level of confidence in achieving market performance. 2 April 2024 Other Related Investment Management Services Conning utilizes an affiliated registered investment adviser, Octagon Credit Investors, as a sub-adviser in relation to investment advice and management with respect to collateralized loan obligations. Conning utilizes an affiliated registered investment adviser, Global Evolution, as a sub- adviser in relation to investment advice and management with respect to emerging market debt. Conning utilizes an affiliated registered investment adviser, Pearlmark, as a sub-adviser in relation to investment advice and management with respect to real estate related investments. Conning acts as an investment manager\sub-advisor

for other pooled investment vehicles sponsored by non-affiliated third parties, and which may be exempt from registration under the Investment Company Act of 1940 (the “Private Funds”). Conning is the delegated investment manager of Conning Global High Dividend Equity, one of Global Evolution Funds’ Sub-Fund. Global Evolution Funds (the “Fund”), managed by Global Evolution Manco (the “ManCo”), is a UCITS Funds regulated under the Luxembourg law. Both the Fund and the ManCo are supervised by the Commission de Surveillance du Secteur Financier (hereinafter the “CSSF”), the Luxembourg competent financial supervisory authority. In 2019, prior to its delegation assignment and appointment, the CSSF has assessed Conning Inc’s suitability for the fulfilment of the duties and the appointment as Investment Manager; the CSSF had no objections to Conning, Inc. being a delegation of the ManCo in the function of investment management. Conning acts as a sub-advisor to Conning Investment Products, Inc. in relation to investment advice and management for its Canadian-domiciled clients. Conning has an agreement with Folio Institutional and FIWA to provide model manager services and receives a negotiated fee for services provided. Investment Solutions Conning will develop customized outcome-oriented investment solutions for insurance companies and pension plans which can assist with increasing the probability of achieving the objectives of plan sponsors with practical market investment solutions. These include on-balance sheet Liability Driven Investing (“LDI”) and ready-to-transfer annuity-like portfolios. These services also include investment advisory, asset allocation, asset liability management and strategic research on a consulting basis. 3 April 2024 Conning also serves as an investment manager and CTA for a Collective Investment Trust Fund sponsored by the Global Trust Company. Insurance Research Publications Conning publishes research with general themes concerning the insurance industry. Clients occasionally request specific information or research formatted or arranged to suit their needs about industries or issues Conning has researched. To supply that information, we negotiate a fee with the client to fit the situation in relation to the amount of work required. Risk Solutions Conning's proprietary modeling software products are used in our Asset Management and Investment Solutions businesses and are also available for license to insurers and other financial organizations. At the core is our GEMS® Economic Scenario Generator, which provides real world and risk neutral scenario capabilities, allowing to project realistic future states of global economies and capital markets. These services are offered as stand-alone or included in our full-service product. Conning does not offer manager search or performance evaluation services.