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Platform assets – 1Q23 $ billion 120 1Q23 100 3.1 96.2 91.5 1.6 80 Net flows Market 60 40 20 0 Platform assets at beginning of period Platform assets at period-end 7.1% Net Flows as a % of Beginning-of-Period Platform Assets² 1 As of March 31, 2023 2 Calculated as annualized net flows of $1.6 billion divided by beginning-of-period platform assets of $91.5 billion as of January 1, 2023 For general public use. ASSETMARK. 10

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