PanAgora is a Delaware corporation that maintains its headquarters and investment advisory operations in Boston, Massachusetts. Organized in 1985 and incorporated in 1989, PanAgora is registered with the SEC as an investment adviser under the Investment Advisers Act of 1940, as amended (the “Advisers Act”). PanAgora also is registered as a Commodity Pool Operator (“CPO”), Commodity Trading Advisor (“CTA”) and Swap Firm with the Commodity Futures Trading Commission (the “CFTC”) and is a member of the National Futures Association (“NFA”). The voting interests in PanAgora are indirectly owned by Power Corporation of Canada (through a series of subsidiaries, including Great-West Lifeco Inc. and Empower Services Holdings US, LLC (ESH US)). In addition, certain PanAgora employees own non-voting interests in PanAgora via an equity management plan. Assuming all employee stock and options are issued and exercised under such plan, up to 20% of the economic interest in PanAgora may be owned by PanAgora employees. PanAgora is the sponsor and investment manager for certain private unregistered investment pools, including funds organized under U.S. tax-qualified group trusts (the “Group Trusts”), domestic private funds organized as limited liability companies or limited partnerships, and offshore private funds organized as Cayman Islands exempted companies. PanAgora also provides investment advisory services to institutional separate account clients. PanAgora

utilizes broad investment capabilities across global regions, risk levels, and asset classes, including risk efficient, multi- asset, absolute return and active equity strategies. PanAgora’s investment philosophy is based on the belief that significant inefficiencies exist in the global capital markets, and that a structured investment process offers the best way to exploit these inefficiencies. PanAgora’s investment process merges traditional investment theory with quantitative techniques — investment theory and portfolio manager experience serve as a foundation for all investment strategies, while quantitative techniques verify, refine, and apply those ideas to the portfolio management process. PanAgora works directly with its clients to help them determine the most appropriate investment program for them using PanAgora’s various investment tools and expertise. To the extent a client retains PanAgora to provide investment advisory services for a separately managed account, the client may impose specific investment restrictions on that account with respect to investing in securities or certain types of securities. Please see Item 8 for further information about PanAgora’s investment strategies. PanAgora’s assets under management were approximately $ 32 billion as of December 31, 2023. As of that date, approximately $31.5 billion was managed on a discretionary basis and approximately $0.5 billon was managed on a non- discretionary basis.