Scout Investments (“Scout”) is a national investment management firm. We provide discretionary investment management services to registered and unregistered investment companies, institutional accounts (such as pension plans, government agencies, corporations, trusts, foundations and endowments) and individuals through separately managed accounts (such as individual managed accounts and wrap fee accounts). We also provide model portfolios to financial intermediaries for use in unified managed accounts (“UMA”). Scout was formed in 2001 and is a wholly owned subsidiary of Carillon Tower Advisers, Inc. (“CTA”), doing business as Raymond James Investment Management (“RJIM”), which in turn is wholly owned by Raymond James Financial, Inc. Scout offers an array of investment strategies which are listed on page 8, as well as customized strategies and socially responsible portfolios. Scout provides fixed income strategies through its Reams Asset Management division (“Reams”). We do not provide financial planning, tax advice or advice on the selection of investment advisers. Client Assets Managed / Advised – As of October 31, 2023 Discretionary $27,925,719,789 Non-discretionary $ 187,873 Total Assets Under Management and Assets Under Advisement $27,925,719,789 Institutional Separate Account Investment Guidelines If you are an institutional client, Scout will work with you to receive a specific set of investment objectives and guidelines. Emphasis is placed on you providing us with a written investment policy that clearly establishes our limits of discretion within an investment strategy in areas such as industry concentration, country exposure, quality, duration and individual positions. At your request, Scout can also restrict certain types of securities from your portfolio, such as tobacco companies or alcohol related securities. You may also request that specific securities be restricted from your portfolio. Separately Managed Account Investment Guidelines If you become a client

of Scout through a separately managed account program (such as an individual managed account or wrap account platform) we will usually not meet with you personally to discuss your investment objectives. Rather, your financial intermediary (usually a broker-dealer, financial adviser or bank representative) will provide you with financial recommendations, which may include asset allocation and the selection of investment managers and strategies. If you open an account through a program where trading costs are bundled together with your advisory or custody fee, we will typically receive our investment advisory fee as a portion of the overall fee paid by you to your financial representative. For some programs (such as a dual contract platform where you sign an investment advisory agreement with your financial representative and Scout), we may ask that you complete a questionnaire to help aid in our acceptance and management of your account. At the request of you or your financial representative, Scout can restrict certain types of securities from your portfolio, such as tobacco companies or alcohol related securities. You or your financial representative may also request that specific securities be restricted from your portfolio. Collective Investment Trust Scout, through its Reams Asset Management fixed income division, manages Employee Retirement Income Security Act of 1974, as amended, (“ERISA”) assets in the Reams Core Bond CIT and Reams Core Plus Bond CIT. 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.