Customised Solutions was established in South Africa in 2001 under the name Old Mutual Global Index Trackers and became an SEC Registered Foreign Investment Adviser in 2009. Old Mutual Global Index Trackers changed its name to Customised Solutions in May of 2015. Customised Solutions is a subsidiary within Old Mutual Investments (“OMInvest”). Customised Solutions uses a “passive” or “tracking” strategy in attempting to replicate the performance of a specific index. Customised Solutions aims to replicate the returns of the index by investing in constituents that comprise the index and may use proxies that provide the exposure of index (which may include depository receipts and ETFs representing such securities or benchmarks). Because of the practical difficulties and expense of purchasing and holding all index constituents (such as high transaction costs, limited liquidity, custodial risk and tax requirements) Customised Solutions may replicate a large component of the index constituents and then further utilize a “sampling” approach and quantitative analytical techniques to select securities from an index that are representative in terms of market capitalization, industry weightings, return volatility, earnings valuation, yield, liquidity and other characteristics. A portfolio may also hold non-index component securities due to corporate actions (such as a merger) and anticipated changes in the index. The investment advice of Customised Solutions is limited only to “passive” or “tracking”, “enhanced index” and “smart beta” strategies. If a listed index is not available that meets a client’s investment objectives for “passive” management, Customised

Solutions has the capability to create a custom index. After meeting with a client to determine the investment objective, Customised Solutions conducts extensive research, tests different scenarios and analyzes the results in order to create the optimal custom index for the client’s specific investment objectives. Our investment advice and portfolio decisions for client accounts are based on their specific mandates and the investment objectives of each client. As described in Item 16, discretionary clients may impose specific investment guidelines for their accounts, outlined in their advisory contracts, including restrictions on certain securities or types of securities. Customised Solutions manages $229.5 million of assets as at December 31, 2023. In addition to US domiciled clients, we manage $6.97 Billion of discretionary assets for South African domiciled clients. In addition, Customised Solutions implements models provided by others. In this capacity Customised Solutions executes on behalf of each account the purchase of, subscription for, or other acquisition of, or the sale, exchange, conveyance, transfer or other disposition of, any stocks or other securities or assets, in each case (i) consistent with the model developed for each account, (ii) within the realized tracking error guidelines established with the client, through placement of orders with such brokers, dealers or other trading venues as Customised Solutions shall select consistent with Customised Solutions seeking best execution or pursuant to the direction of the client. As of December 31, 202# Customised Solutions has implementation assets of $312.4 million.