Overview AQR is a global investment management firm, founded in 1998, that takes a systematic research-driven approach to managing alternative and traditional strategies. The Adviser commenced operations as an investment adviser in January 1998 and has been registered with the SEC since May 13, 1998. AQR is wholly owned by AQR Capital Management Holdings, LLC (“AQR Holdings”). AQR Holdings’ majority owner is AQR Capital Management Group, L.P. (“AQR Group”). AQR Holdings’ minority owner is Affiliated Managers Group, Inc. (“AMG”)1, a publicly traded holding company. The general partner of AQR Group is AQR Capital Management Group GP, LLC. Clifford S. Asness is the principal owner of AQR through such intermediate entities. Clifford S. Asness, David G. Kabiller and John M. Liew are founding principals of AQR. Advisory Services AQR specializes in quantitative investment analysis, which relies on proprietary models, utilizing a set of value, momentum, and other factors, to generate views on investments and applying them in a disciplined and systematic process. AQR provides investment advice to its Clients (as defined below) on a variety of securities and instruments in accordance with agreed upon investment objectives and strategies.2 AQR implements its investment strategies through the following investment vehicles and portfolios. Mutual Funds. AQR provides advisory services to investment companies registered under the Investment Company Act of 1940, as amended (the “Company Act”)—commonly known as mutual funds (each a “Mutual Fund” and collectively, along with their wholly-owned and controlled foreign corporation subsidiaries, “Mutual Funds”)—sponsored by AQR (the “AQR Mutual Funds”), and Mutual Funds sponsored by advisers unaffiliated with AQR (“Sub-Advised Mutual Funds”). AQR is the adviser to the AQR Funds, which is an open-end registered investment company, organized as a Delaware statutory trust on September 4, 2008 and is comprised of multiple active series (each a “Series Fund” which, together with their wholly-owned and controlled foreign corporation subsidiaries, comprise the AQR Mutual Funds). UCITS. AQR provides advisory or sub-advisory services to certain European collective investment schemes pursuant to the Undertakings for Collective Investment in Transferable Securities—commonly known as UCITS funds—sponsored by AQR (the AQR UCITS Funds and AQR UCITS Funds II, collectively, “AQR UCITS”), and UCITS funds sponsored by management companies unaffiliated with AQR (“Sub-Advised UCITS”). Sponsored Funds and Managed Accounts. AQR provides advisory services to United States, Cayman Islands, and Luxembourg-domiciled privately placed investment vehicles (“Private Funds”), collective investment trusts (“CITs”), and Australian investment vehicles (“Australian Funds”, and collectively with CITs and Private Funds, “Sponsored Funds”), as well as to separately managed accounts for institutional investors (together with Sub- Advised Mutual Funds and Sub-Advised UCITS, “Institutional Managed Accounts”). AQR also provides advisory services to independent registered investment advisors, family offices, high net worth individuals and other individual investor clients (“Independent / RIA Accounts”). AQR Mutual Funds, AQR UCITS, Sponsored Funds, Institutional Managed Accounts, and Independent / RIA Accounts shall be collectively referred to herein as “Clients”.3 1 AMG holds other equity and financial interests in certain other investment advisers unaffiliated with AQR. AMG does not have a controlling interest in AQR Holdings or a role with respect to the day-to-day business of AQR and as such is not a control person. Please see

Item 14 – Client Referrals and Other Compensation for more information on AMG. 2 AQR has an ownership interest in AQR Arbitrage, LLC (“AQR Arbitrage”), a Delaware limited liability company and SEC-registered investment adviser (SEC Number 801-60678). AQR Arbitrage provides discretionary investment management services, specializing in global merger arbitrage, global convertible arbitrage and other event driven strategies. AQR Arbitrage serves as sub-adviser to certain AQR Clients. AQR Arbitrage receives a portion of the fees paid to AQR when acting as a sub-adviser. At times, AQR markets interests of Private Funds sponsored by AQR Arbitrage. In addition, in certain circumstances, AQR directs Clients to invest in AQR Arbitrage advised vehicles. For additional information regarding AQR Arbitrage, please see Item 10 – Other Financial Industry Activities and Affiliations below. 3 AQR or persons affiliated with AQR, from time to time and as permitted by applicable law, create seed or incubator funds (“Seed Funds”) in AQR Capital Management LLC | Part 2A of Form ADV: Firm Brochure 5 AQR provides advice to Clients based on specific investment objectives and strategies. Under certain circumstances, AQR tailors advisory services to the individual needs or requirements of a Client. For example, certain investors impose restrictions on their managed accounts, such as prohibiting certain securities or certain types of securities, controlling sector and industry concentrations in their portfolios or directing AQR to trade in a particular manner or within a certain timeframe. Likewise, other Clients may request certain customization to address specific tax or investment needs. AQR also provides non-discretionary model portfolio recommendations to unaffiliated model portfolio platforms or sponsors (“Model Platforms”). Such model portfolio recommendations employ the same or similar strategies utilized for AQR’s discretionary Clients and include baskets or portfolios of individual securities (Unified Managed Accounts (“UMA”)). In addition, AQR also participates in Model Platforms in which AQR provides one or more model portfolios that allocate exclusively to a number of Series Funds (Fund Strategist Program (“FSP”)). AQR is not responsible for determining the suitability of AQR’s strategy for the underlying clients of the Model Platforms and AQR does not determine the timing or manner of execution with respect to any of the securities or investments related to a model portfolio. Clients receiving model portfolio recommendations, their overlay managers, Model Platforms or others retain investment discretion to utilize the model portfolio recommendations, and may deviate from AQR’s recommendations. Assets Under Management As of December 31, 2023, AQR had approximately $97,686,600,000 in Client net assets under management4 (“AUM”), all of which were managed on a discretionary basis. order to develop one or more performance track records in new investment products and/or strategies before offering them to outside investors. In certain circumstances, a Seed Fund may not be made available to outside investors. Similarly, AQR or persons affiliated with AQR, from time to time and as permitted by applicable law, create proprietary reference funds (“Reference Funds”) to implement certain model portfolio strategies or other products. For the avoidance of doubt, the term Clients includes Seed Funds and Reference Funds. In addition, AQR also advises certain other Clients whose assets include or are comprised solely of those of persons affiliated with AQR. 4 Includes assets sub-advised by AQR Arbitrage. AQR Capital Management LLC | Part 2A of Form ADV: Firm Brochure 6