TimesSquare is a fundamental research-oriented, growth equity investment management firm specializing in growth equity strategies. Since its inception, TimesSquare uses a well-established team approach to build diversified portfolios of growth stocks designed to generate risk-adjusted returns. Proprietary fundamental research drives our disciplined, bottom-up process of selecting companies that meet our definition of an advanced growth business. As a firm, TimesSquare has been in business since January 2000. TimesSquare currently has approximately 48 employees working in its office located in New York, New York. The Firm principally serves as an investment adviser or sub-adviser to various institutional clients, including, but not limited to, employee benefit plans, state and municipal government entities, corporations pooled investment vehicles certain high net worth individuals; and in limited instances to modeled portfolios (collectively, the “clients”). TimesSquare also serves as an investment manager to certain private funds, described below. Principal Ownership As TimesSquare’s institutional partner, Affiliated Managers Group, Inc. (“AMG”), a publicly-traded asset management company (NYSE: AMG) with equity investments in boutique investment management firms, indirectly holds a majority equity interest in TimesSquare. TimesSquare’s principals hold the remaining equity interests in the Firm. AMG also holds equity interests in other investment management firms (“AMG Affiliates”). Further information on both AMG and the AMG Affiliates is detailed below. Advisory Services TimesSquare generally provides investment advisory services to clients and certain private funds on a discretionary basis. The Firm specializes in identifying equity securities that it believes have the most potential for price appreciation.

TimesSquare uses a proprietary stock selection methodology based on fundamental research to identify these growth companies. Further information on TimesSquare’s investment strategies and methods of analysis is stated below. As an asset manager for clients and its private funds, TimesSquare recognizes that their clients are unique and their investment needs may be different. As such, the Firm may modify its primary investment strategies, as necessary, to meet the goals that theirs clients specify; in an effort to accommodate particular investment objectives and accompanying restrictions. TimesSquare also provides investment advisory services in the form of a model portfolio to be utilized by a sponsor bank and/or broker dealer in an overlay program. Under the unified managed account (“UMA”) programs, the Firm has an agreement with the UMA sponsor and not the underlying participants in the UMA program. While we attempt to manage the UMA program accounts similarly to other client accounts over time, at certain times, the UMA program accounts will be administered differently as discussed further throughout this document. TimesSquare relies upon the UMA Sponsor to determine the suitability of our services and the UMA program for clients. Depending upon the level of the UMA fee charged by an UMA Sponsor, the amount of portfolio activity in a participant’s account, the value of the custodial and other services that are provided under an UMA program and other factors, a participant should consider that the cost for an UMA program account may be more or less than if a participant were to purchase the investment advisory services and the investment products separately. Regulatory Assets Under Management As of December 31st, 2023, TimesSquare’s regulatory assets under management were $8.2653 billion managed on a discretionary basis.