Investor Presentaiton

Adjusted net income walk (dollars in millions) 4Q21 4Q22 Revenue less cost of revenue $103.0 $123.5 Operating expenses* $64.7 $69.2 Interest expense $1.0 $2.3 Depreciation and amortization* $5.1 $6.2 Other expense (income) $0.0 ($0.2) Adjusted Income before taxes $32.3 $45.9 Provision for income tax* $7.6 $11.7 Adjusted effective tax rate Adjusted net income 23.5% 25.4% $24.7 $34.3 Note: Asterisk denotes line item numbers post adjustment; numbers are rounded and totals may not sum For general public use. ASSETMARK. 21

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