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Disclosure

Past performance is not indicative of future results. The information contained herein represents the views of Westwood Management Corp. at a specific point in time and is based on information believed to be reliable. No representation or warranty is made concerning the accuracy or completeness of any data compiled herein. Any statements non-factual in nature constitute only current opinion, which is subject to change. Any statements concerning financial market trends are based on current market conditions, which will fluctuate. All information provided herein is for informational purposes only and is not intended to be, and should not be interpreted as, an offer, solicitation, or recommendation to buy or sell or otherwise invest in any of the securities/sectors/countries that may be mentioned. In addition, there can be no guarantee that any projection, forecast or opinion in these materials will be realized. These materials are provided for informational purposes only.

Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly. The index is unmanaged and is not available for direct investment.

Westwood believes Environmental, Social and Governance (ESG) or values-based considerations are important factors in evaluating potential investments. Investments that align with the investor’s values allows an incorporation of values-based investing. Portfolios using ESG tilts can be created through inclusionary and exclusionary investment practices to achieve the client’s investment object. The ESG tilts are implemented using relevant screens from a third-party vendor. Westwood does not generally verify or override the ESG screens and related data from its third-party vendors. When clients have selected an ESG tilt to screen, Westwood does not assess securities other than those identified by the third-party vendor. When implementing ESG tilts or screens, Westwood seeks to track the risk and return characteristics of the underlying index. The investment return and or risk may vary from the underlying index. Westwood does not generally implement ESG proxy voting.

Westwood Holdings Group and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

References to Westwood Management Corp. in this document may describe any combination of Westwood Holdings Group, Inc. and its wholly owned subsidiaries, which include Westwood Trust and Westwood Advisors, LLC. Westwood Holdings Group, Inc. was launched as a public company in 2002, trading on the New York Stock Exchange under the symbol “WHG.” On November 18, 2022, Westwood Holdings Group, Inc. finalized the acquisition of the asset management business of Salient Partners, L.P. (“Salient”), a Houston-based asset management firm. As a result, Westwood acquired Salient Advisors, L.P., an SEC-registered investment adviser, and Salient Capital, L.P., an SEC-registered broker-dealer and FINRA member, as well as a majority equity stake, previously owned by Salient and other investors, in Broadmark Asset Management LLC (“Broadmark”). Broadmark is a San Francisco-based asset manager offering hedged equity strategies and serves as sub-adviser to a pair of seasoned mutual funds and separately managed accounts now offered by Westwood.