Founded in 1989, Westfield Capital Management Company, L.P. (“Westfield”) is an investment advisor dedicated to providing quality, separate account investment management services for institutions and high net worth individuals. Westfield is owned by WMS Management, LLC, which is the sole managing member of WMS General Partner LLC, the general partner for Westfield. WMS Management is wholly- owned by Westfield’s management team. Mr. William A. Muggia (President, CEO, and CIO) is the principal investor of WMS Management. As of December 31, 2023, Westfield had $17.6 billion in discretionary assets under management and $201 million in non-discretionary assets under advisement. Westfield supervises mainly domestic growth equities, with investment strategies – also known as products – focusing on each segment of the capitalization spectrum. Westfield also supervises foreign equities that are traded on U.S. stock exchanges and non-U.S. stock exchanges. These are traded in and/or converted to U.S. dollars, American Depositary Receipts (ADRs), American Depositary Shares (ADS), and Global Depositary Receipts (GDRs). Foreign equities are incidental to the investment process, and not a substantive focus of our investment strategies. Client accounts are managed in one of two ways: by an individual portfolio manager or by our Investment Committee (the “Committee”), which is composed of security analysts, the Director of ESG Research, the Portfolio Strategist, the Head of Portfolio Strategy/Risk Management, and the Chief Investment Officer. Regardless of the portfolio management structure, all client accounts are assigned to a particular Westfield product. With the exception of those client accounts managed by a portfolio manager, investment decisions for client accounts are made at the product level by consensus of the Committee. Once the investment has been approved, it will be implemented across each eligible and participating client account within the particular product. Investment decisions for client accounts managed by an individual portfolio manager are made by the portfolio manager assigned to the account. Investment Guidelines and Restrictions Westfield accepts client imposed guidelines and restrictions, as long as they are reasonable, in writing, and have been reviewed and accepted by Westfield’s Compliance team. Client restrictions are monitored by the Compliance team via an automated portfolio compliance system or via a third-party vendor for certain wrap and model delivery programs. Clients are responsible for providing Westfield with their most recent copy of account restrictions, limitations, and guidelines, as well as for notifying Westfield of any changes to such items in writing. Westfield is not responsible for the accuracy or completeness of any investment guidelines or restrictions provided by the Client. Certain Westfield strategies are offered as a private limited partnership. Clients who invest in such investment vehicles are not permitted to impose any restrictions or limitations that are not already in the offering documents. Client accounts are managed in accordance with the guidelines for the product in which the account is assigned unless a

client has provided their own set of investment guidelines that are more restrictive. Product guidelines include, but are not limited to, sector and issuer weight limits, security type restrictions, foreign security limits, and market capitalization ranges. Specific information on each product’s investment guidelines can be obtained from Westfield’s Marketing and Client Service team. Additional information on our investment strategies can be found under Methods of Analysis, Investment Strategies and Risk of Loss. Client Contributions and Withdrawals Clients may make contributions and withdrawals from their accounts in accordance with the terms in their investment management agreements or limited partnership agreements. Clients are responsible for notifying Westfield of any contributions and withdrawals within their accounts to ensure funds are either invested or raised in an appropriate and timely manner. Unless other terms are agreed upon, Westfield will confirm receipt of such notice prior to making any necessary trades in the account. Notifications are not deemed received until they have been confirmed by Westfield. Westfield will accept instructions only from authorized individuals on the account, Westfield will not initiate wire transfers on behalf of any client, with the exception of Westfield’s private limited partnerships. Wrap Fee and Model Delivery Programs Westfield participates in wrap fee programs for which we offer portfolio management services as a sub- advisor to sponsor firms. The wrap fee program sponsors are unaffiliated broker dealer firms. Each sponsor’s program allows its clients (each, a "client") to receive discretionary portfolio management services from Westfield as a participant in the program. Under each program, the cost of brokerage commissions and other transaction fees associated with client account transactions effected through the sponsor or its affiliates are covered by the all-inclusive wrap fee that each client pays to the sponsor. Westfield will always effect client account transactions through the wrap program’s designated trading desk unless trading away is in the best interest of each client. When trading away, the cost of brokerage commissions and other transaction fees are incurred by the client. These transaction costs and fees are exclusive of and in addition to the wrap fee that each client pays each sponsor. See the section on Brokerage Practices in this Brochure for additional information. Westfield also serves as a sub-advisor to Unified Managed Account (”model delivery”) programs sponsored by unaffiliated third parties. Westfield utilizes a third-party vendor to deliver the sponsors with a model portfolio on a strategy specific basis. Model delivery assets are non-discretionary and therefore are deemed assets under advisement. Westfield does not trade these accounts nor is it responsible for recordkeeping, performance data or client reporting. As compensation for our wrap fee and model delivery services, we receive directly from each sponsor a portion of the all-inclusive fee that each client pays each sponsor. Fees are based on assets under management or assets under advisement.