American Century Investments is an independent, privately-controlled asset management firm dedicated to delivering superior investment performance and building long-term client relationships. The firm was founded by James E. Stowers, Jr. in 1958. Nearly all of our revenue is derived from investment management related activities, with minor ancillary revenues derived from rental income on office space that American Century Investments owns. Ownership American Century Investments is a wholly-owned subsidiary of American Century Companies, ACC has a multi class capital structure under which certain classes have different voting rights. Accordingly, as of January 31, 2024 Shareholder Equity Interest Voting Interest Stowers Institute for Medical Research* 44% 71% Nomura Holdings, Inc.** 40% 10% Current Employees and Others 16% 19% *Includes shares held by Stowers Resource Management Inc and Stowers Policy Institute. ** Shares are directly owned by Nomura AM Holdings USA, LLC, an indirect subsidiary of Nomura Holdings, Inc. Stowers Resource Management Inc. is defined in the Internal Revenue Code), and as such, a public charity. Its primary function as a Jim and Virginia Stowers founded SIMR in 1994 as a not-for-profit institute dedicated to benefiting humankind through basic research on genes and proteins that control fundamental processes in living cells to unlock the mysteries of disease (including cancer) and find the keys to their causes, treatment, and prevention. It is one of the largest endowments in the world among private basic biomedical research institutions. Through its ownership interest, SRM is entitled to over forty percent of all dividends paid by ACC. All active, eligible employees of ACC and its subsidiaries participate in ownership of the firm through the American Century Retirement Plan. Since May 19, 2016, Nomura Holdings, Inc. Nomura has held a minority interest in ACC and holds two of eleven general business perspectives, however, ACC and Nomura are legally and operationally independent and distinct. Our Advisory Services American Century Investments manages client portfolios based on various investment strategies, including, for example, global growth equity, global value equity, global fixed income, Page | 5 disciplined equity, multi-asset strategies, exchange traded funds, Avantis Investors funds and private investment funds . American Century Investments may also provide supervisory services, such as glide path management, asset allocation model investment portfolios or similar

services. Asset allocation model portfolios generally only include American Century Investments funds or have a very significant percentage of the portfolio allocated to American Century Investments funds. These models may be provided to affiliated or unaffiliated investment advisers or financial professionals who retain discretion on behalf of their clients to implement, modify, or not implement the model portfolio we provide to them. The models are not personalized for the clients of any adviser or financial professional. In certain cases, American Century Investments may use an optimization tool to evaluate a portfolio and make recommendations with respect to asset classes included within the portfolio. Such evaluations are performed by American Century Investments utilizing inputs and data provided by the relevant financial professional. These "optimizer" model portfolios may include, but are not limited to, American Century Investments funds. The output of the optimization tool will change based on inputs provided by the relevant financial professional and results will vary over time. Whether the model portfolio is acted upon is entirely up to the adviser or other financial professional receiving the model. American Century Investments does not monitor or manage any investments made or accounts opened by clients that utilize model investment portfolios, whether those accounts are with American Century Investments, its affiliates or elsewhere. In addition, American Century Investments provides discretionary and nondiscretionary investment advice through model portfolio programs (collectively, Traditional SMA and Model Portfolio programs are referred to as Managed Accounts Traditional SMA relationships may include single contract SMA programs, where American Century Investments has an advisory agreement with contract SMA programs, where American Century Investments enters into an advisory agreement directly with the end client. Managed Account portfolios are generally representative Page | 6 of an existing American Century Investments strategy that has been optimized for the Managed Account vehicle and not a replication of another fund or portfolio utilizing a similar strategy. As of January 31, 2024, American Century Investments had approximately $229,866,800,000 in total assets under supervision.1 Of this amount, American Century Investments managed approximately $229,334,600,000 of client assets on a discretionary basis and managed approximately $532,200,000 of client assets on a non-discretionary basis.