Founded in 1976, Eagle Asset Management, Inc. (“Eagle”) strives to employ investment managers with the skill and experience to consistently outperform their peers. We understand very few managers possess these qualities. For this reason, we employ portfolio managers who we believe have the talent and insight required to construct portfolios that may deliver strong risk-adjusted returns over the long-term. Eagle provides institutional and individual investors with a broad array of equity and fixed income products designed to meet long-term goals. Our clients currently entrust $33 billion (as of September 30, 2023) in investment philosophies designed to deliver risk-adjusted returns via both separately managed account and mutual fund platforms. Eagle was built on the cornerstones of intelligence, experience, and conviction that we believe clients expect from their investment managers. Intelligence | Intelligence is more than an ability to learn. It is also the talent to discern important information and identify opportunities. From idea generation and proprietary research to portfolio construction and stock selection, Eagle managers employ keen insight and intelligent processes to build portfolios that seek to add alpha over time. Experience | There is no substitute for experience in the investment world, where lessons are taught and learned during every market cycle. Experience provides valuable knowledge into portfolio and stock-specific risk and enables our managers to construct portfolios that we hope limit downside risk. Conviction | Staying the course is often a manager’s greatest challenge. At Eagle, we are committed to a long-term investment approach. We do not endeavor to chase short-term market favorites. This sometimes will hurt performance in strong bull markets, but we do not believe that chasing trends adds value over the long-term. Eagle is a wholly owned subsidiary of Carillon Tower Advisers, Inc. (“CTA”), currently doing business as Raymond James Investment Management (“RJIM”) and organized as a corporation under the laws of the State of Florida in 1984. RJIM is a wholly owned subsidiary of Raymond James Financial, Inc. (“RJF”), New York Stock Exchange (“NYSE”) Ticker (RJF), based in St. Petersburg, Florida. RJIM is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Eagle is registered as an investment adviser with the SEC, and has also filed registration exemptions in several Canadian provinces. Eagle owns ClariVest Asset Management LLC (“ClariVest”), a registered investment adviser with the SEC. Eagle also has two divisions, Gibbs Capital Management (GCM) & Strategic Investment Management services (SIMS). Registration of an investment adviser with the SEC does not imply a certain level of skill or training. Eagle provides investment advisory services to the following groups of clients:
• Institutions such as pension plans, public funds, endowments, multi-managers, foundations, other tax-exempt entities, and other mutual funds on a sub-advisory basis;
• A group of affiliated registered investment companies (“mutual funds”) called the Carillon Funds (singularly a “Carillon Fund” and collectively the “Carillon Funds”);
• High Net Worth clients such as individual investors, trusts, and employee benefit plans. Although Eagle generally exercises investment discretion for each account that it advises, the portfolio composition within the same investment objective may, at any given time, differ as to composition. As a result, the performance of an account within a particular investment objective may differ from other accounts within that same investment objective. Clients should not expect that the performance of their portfolios will be identical to that of the Eagle average for that investment objective. These differences in portfolio composition are attributable to a variety of factors, including, but not limited to, the type of account (e.g., manner of trade execution), clients’ restrictions or guidelines, account size, and significant account activity (e.g., significant number of contributions and/or withdrawals). Institutional

Account Services Eagle provides investment advisory services to institutional clients that may include corporate pension plans, public funds, foundations, endowments, other tax-exempt entities, mutual funds, and other registered investment companies. Such accounts are managed in accordance with investment objectives, guidelines, and restrictions established by each client. Eagle executes purchases and sales of securities for these accounts in one of two ways: through broker-dealer firms, Eagle selects, including those, which, from time to time, furnish Eagle with investment research information and other services, or through firms as directed to Eagle by the client. Where the client authorizes Eagle to choose broker-dealers, Eagle uses its best efforts to obtain the best available price and most favorable execution. Additional detail about each of the client types for which Eagle provides advisory services is provided in Item 7. Except for investment management wrap fee programs (“Wrap Programs”) discussed below, Eagle performs advisory services for each client under the terms of an investment advisory agreement between Eagle and the client (“Advisory Contract”). Within a given strategy – and consistent with the strategy’s stated investment objectives, policies and restrictions, Eagle typically exercises exclusive investment discretion regarding the purchase or sale of securities or other investments. Eagle may also agree to manage a client’s account subject to certain reasonable restrictions the client imposes on the inclusion of specific securities, or types of securities, within that account. Item 8 provides additional detail about the various investment strategies Eagle offers. Separately Managed Account Wrap Programs Certain unaffiliated sponsors have retained Eagle as an investment manager under a number of Wrap Programs. Wrap Program clients typically enter into an investment advisory agreement with the sponsor, and the sponsor enters into a sub-advisory agreement with Eagle to provide portfolio management services to the Wrap Program. In these circumstances, the sponsor is responsible for analyzing the financial needs of each particular Wrap Program client and determining whether Eagle’s portfolio management services are suitable for that client. Wrap Program clients generally do not pay an investment advisory fee directly to Eagle; instead, the sponsor pays Eagle’s advisory fee out of the proceeds of the “wrap fee” that the clients pay to the sponsor. With some exceptions, Eagle manages Wrap Program accounts in a manner that is generally similar to Private Client Separate Accounts. Eagle also offers certain investment disciplines developed by its Gibbs Capital Management division. Differences may include limited flexibility of Wrap Program accounts to customize investment guidelines and the further limitation that certain Wrap Program sponsors may not allow their Wrap Program accounts to hold securities issued by the sponsor. Collective Investment Trust (Eagle) manages Employee Retirement Income Security Act of 1974, as amended, (“ERISA”) assets in the Carillon Eagle Mid Cap Growth CIT (“CIT”) , Carillon Eagle Small Cap Core CIT and Carillon Eagle Small Cap Equity. The CIT is bank maintained and not registered with the Securities and Exchange Commission. The CIT is not a mutual fund registered under the Investment Company Act of 1940, as amended, (“1940 Act”) or other applicable law, and unit holders are not entitled to the protections of the 1940 Act. The regulations applicable to the CIT are different from those applicable to a mutual fund. The CIT’s units are not securities registered under the Securities Act of 1933, as amended or applicable securities laws of any state or other jurisdiction. Non-Discretionary Institutional Management Services Eagle, through its SIMs division, provides fixed income investment advisory and management services to institutional clients in a non-discretionary capacity. Please refer to the SIMS Form ADV Part 2B brochure supplement for additional details. Eagle’s Assets under management (as of September 30, 2023) Discretionary: $ 25,321,935,923 Non-Discretionary: $ 8,225,964,683 Total: $ 33,547,900,606