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Platform assets - 4Q22 and 2022 4Q22 $ billion 120 2022 5.6 100 100 93.5 6.9 91.5 6.9 91.5 4.3 Net flows 79.4 0.9 80 80 -14.5 Net flows Market Acquisition impact Market Acquisition impact $ billion 120 60 40 40 20 0 Platform assets at beginning of period 60 60 40 40 20 20 0 Platform assets Platform assets at at period-end beginning of period 6.0% Net Flows as a % of Beginning-of-Period Platform Assets² 1 As of December 31, 2022 2 Calculated as annual net flows of $5.6 billion divided by beginning-of-period platform assets of $93.5 billion as of January 1, 2022 For general public use. Platform assets at period-end ASSETMARK. 11

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