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Adjusted net income walk (dollars in millions) 1Q22 1Q23 Revenue less cost of revenue $106.2 $132.6 Operating expenses* $61.7 $72.0 Interest expense $1.2 $2.3 Depreciation and amortization* $5.7 $6.3 Other expense (income) $0.0 ($0.2) Adjusted Income before taxes $37.6 $52.2 Provision for income tax* $8.8 $12.5 Adjusted effective tax rate Adjusted net income 23.5% 24.0% $28.8 $39.7 Note: Asterisk denotes line item numbers post adjustment; numbers are rounded and totals may not sum For general public use. ASSETMARK. 20

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