Investment Strategy Recognitions

2006 Q1 1-Star (ARB)

2007 Q3 1-Star (ARB) Q4 1&2-Star (ARB)

2010 Q4 1&2-Star (ARB, ARBC, QE)

2011 Q1 1&2-Star (ARB, ARBC, QE) Q2 1&2-Star (ARBC)

2012 Q2 1-Star (QE)

2013 Q1 3-Star (ARBC), Q2 3,4,5&6 Star (ARBP, ARBC), Q3 3&4-Star (ARBP, ARBC)

2017 Q2 2-Star (ARB, ARBP), Q3 1&2-Star (ARB, ARBP, ARBC), Q4 1,2&3-Star (ARB, ARBP)

2018 Q1 1,2&3-Star (ARB, ARBP, ARBC), Q2 1,2&3-Star (ARB, ARBP, ARBC), Q3 1,2&3-Star (ARB, ARBP, ARBC)

2019 Q1 1&3-Star (ARB, ARBP), Q2 1&3-Star (ARB, ARBP), Q3 3-Star (ARB, ARBP), Q4 3-Star (ARB, ARBP)

2020 Q1 1&3-Star (ARB, ARBP), Q2 3-Star (ARB, ARBP), Q3 1,2&3-Star (ARB, ARBP)

2021 Q1 1-Star (ARB, ARBP), Q2 1-Star (ARB, ARBP)

2022 Q2 1-Star (QE)

(ARB- Absolute Return Balanced. ARBP- Absolute Return Balanced Plus. ARBC- Absolute Return Balanced - Commission. QE- Quantitative Equity.)

*These highlights are available upon request from SSIM. Recognitions prior to 2016 occurred when strategy was part of Sheets Smith Wealth Management Inc.

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A “Top Gun” designation indicates the top ten (10) best performing managers for a given time period for a particular investment style, with the number of stars representing continued performance over time. Recognitions were awarded in each portfolio’s respectively assigned “Universe”, either U.S. Balanced, MA (Wrap) U.S. Balanced, or All Cap Growth Equity.

The 1 Star, 2 Star and 3 Star Categories are awarded based on the performance of the prior quarter, year and three-year periods, respectively. The 4 Star, 5 Star and 6 Star categories are based on three-year and five-year outperformance but also include more stringent measures of performance including high correlation to the style benchmark and lower standard deviation ranking with the peer group, depending on the Category.