As of 31 December 2023. Source: Morningstar. US Strategy Composite, S&P 500, and US Large Cap peer universe. Please see below for additional important information, including benchmark and peer universe descriptions. The Composite does not include any wrap fee paying clients for the periods shown and the net of fee performance does not reflect all fees that may be incurred by a wrap fee paying client. The net of fee Composite performance would be reduced by the impact of wrap fees paid. PAST PERFORMANCE MAY NOT BE INDICATIVE OF FUTURE RESULTS.