Advisory Solutions Monthly Update Non Model September 2026

Market Review Index Performance for the Period Ended August 31, 2026

1 1 1 Data as of Month 3 Month YTD 1 Year 3 Year 5 Year 10 Year Equity MSCI ACWI IMI Index -0.26% 4.10% 11.48% 22.27% 17.87% 10.40% 12.02% ® Russell 3000 Index -0.47% 4.26% 10.35% 19.60% 18.76% 11.82% 14.56% Russell Top 200® Index -0.28% 3.87% 8.75% 18.99% 20.26% 13.39% 16.01% Russell Top 200® Value Index 4.76% 10.18% 21.09% 33.36% 19.12% 12.89% 12.23% Russell Top 200® Growth Index -5.05% -0.82% 0.06% 8.81% 19.82% 12.96% 18.53% Russell Mid Cap® Index -0.62% 5.39% 14.59% 18.68% 14.77% 8.20% 11.43% Russell Mid Cap® Value Index 1.47% 6.97% 19.32% 26.22% 15.42% 9.67% 10.33% Russell Mid Cap® Growth Index -6.46% 0.64% 0.35% -2.66% 11.95% 4.41% 11.75% Russell 2000® Index -3.03% 4.99% 18.85% 34.18% 15.09% 7.11% 10.64% Russell 2000® Value Index 0.01% 6.87% 23.00% 40.53% 15.89% 9.03% 10.31% ® Russell 2000 Growth Index -5.86% 3.18% 15.02% 28.42% 14.32% 5.07% 10.59% MSCI World ex-USA IMI Index 1.99% 4.23% 11.13% 24.47% 16.32% 9.10% 9.38% MSCI World ex-USA Value Index 5.56% 7.21% 17.01% 36.07% 22.71% 14.98% 10.88% MSCI World ex-USA Growth Index -1.40% 2.35% 5.87% 14.39% 10.34% 4.27% 7.91% MSCI World ex-USA Small Cap Index 1.55% 1.11% 9.21% 21.25% 15.40% 6.03% 8.46% MSCI Emerging Markets IMI Index -3.51% 3.36% 18.11% 33.03% 18.24% 7.75% 9.06% Fixed Income Bloomberg U.S. Aggregate Bond Index -1.30% -0.76% -0.69% 2.71% 3.73% -0.40% 1.35% Bloomberg U.S. TIPS Index -0.68% -0.94% 0.46% 2.59% 3.70% 0.34% 2.42% Bloomberg U.S. Corporate High Yield Index -0.25% 0.51% 1.71% 5.17% 8.27% 4.04% 5.51% Bloomberg Municipal Index -1.85% -0.54% 0.43% 5.27% 2.98% 0.51% 1.95% Bloomberg Global Treasury ex-U.S. Hedged Index -0.83% 0.36% 0.22% 0.90% 3.54% 0.41% 1.57% Bloomberg Emerging Markets Aggregate Index -1.30% -0.04% 0.70% 5.65% 7.57% 1.72% 3.15%

1Annualized. TIPS: Treasury Inflation-Protected Securities. Source: Morningstar. The performance presented represents the returns of the listed index. The volatility of

an index varies greatly and investments cannot be made directly in an index. Market conditions vary from year to year and can result in a decline in market value due to a material change in market or economic conditions. The performance is past performance and is not a guarantee for future results.

Sterling Capital Advisory Solutions Monthly Update September 2026

Equity Market Highlights Fixed Income Market Highlights  Global equities, as defined by the MSCI ACWI IMI, gained 2.79% in August, which  The broad bond market, as represented by the Bloomberg U.S. Aggregate Bond was partially driven by relative strength in the software market segment. Growth Index, returned +0.39% in August, bringing its one-year return to +1.89%. For the (MSCI ACWI Growth Index +2.69%) and value (MSCI ACWI Value Index +2.65%) month, of the Aggregate Index’s largest components, Agency Mortgage-Backed produced nearly identical returns during the month, while small caps (MSCI ACWI Securities (MBS) (+0.52%) generated the highest return, followed by U.S. Credit Small Cap Index +3.76%) outperformed large caps and mid caps (MSCI ACWI (+0.43%) and U.S. Government securities (+0.31%). Out-of-benchmark exposures +2.67%). International markets (MSCI ACWI ex USA IMI +3.01%) outperformed to high yield and emerging market debt returned +0.97% and +0. 74%, respectively. U.S. equities (Russell 3000® Index +2.74%), which was primarily driven by Global Treasuries ex. U.S. produced a negative return, down 0.21%. outperformance in the emerging markets segment (MSCI EM IMI +4.08%). Materials and information technology were among the top-performing sectors in  Overseas for the month of August, 10-year government bond yields of select countries were higher, with the 10-year yield in France higher by 18 basis points August, while utilities and real estate were among the worst-performing sectors. (bps), followed by Italy (up 15 bps), Germany (up 12 bps), and the U.K. (higher by 1  Active managers have generally underperformed their passive counterparts year-to- bps). Domestically, the yield on the 10-year Treasury increased by 4 bps, from date, with emerging markets being the exception. 4.71% to 4.75%.  Significant value…