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3 Enable advisors to serve more investors Timely education and innovative investment solutions were a key driver in our ability to enable advisors to better serve existing investors and new investors. TIMELY EDUCATION INVESTMENT SOLUTIONS Market Volatility Tool Kit 9,600+ page views 1,800+ unique users Values-Driven Savos Investment Program Laddered Bond Strategies Market Volatility Strategies 73 live events 2,300+ advisor attended 49 webinars 8,100+ advisor attended UPDATE: 2,100+ proposals, totaling $194m since inception UPDATE: 2,900+ proposals, totaling $834m since inception UPDATE: 900+ proposals, totaling $82m since inception For general public use. ASSETMARK. 7

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