Investor Presentaiton

27 COL Investor Presentation 70,000 60,000 50,000 40,000 46,168 13.5% 30,000 20,000 10,000 0 52,925 57,682 13.9% 14.3% Percentage of Clients Owning MFs Rebounded 60,268 60,418 13.8% 13.1% IMF Investors 60,866 13.0% 61,489 12.8% -% of Total Clients 62,273 12.7% 1Q20 2Q20 3Q20 4Q20 1Q21 2Q21 3Q21 4Q21 1Q22 2Q22 61,044 12.6% 11.5% 63,870 12.0% COL FINANCIAL 13.0% 12.5% 13.0% 13.5% 14.0% 14.5%

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