SEI Asset Allocation Trust Moderate Strategy Fund Class I · NASDAQ:SMSIX

SEI Asset Allocation Trust Moderate Strategy Fund Class I — SEI — Q3 2023 Earnings Presentation

5 slides from SEI Asset Allocation Trust Moderate Strategy Fund Class I's earnings presentation, Oct 1, 2025

1. Slide 1: Independent Broker/Dealer-affiliated advisors

   Independent Broker/Dealer-affiliated advisors Regions, territories and dedicated business development teams. As of October 1, 2025.

2. Slide 2: Independent Broker/Dealer-affiliated advisors

   Independent Broker/Dealer-affiliated advisors Regions, territories and dedicated business development teams. New Client Team Existing Client Teams Business Development Senior Relationship Region Territory States Relationship Manager Director Manager Ben Packer Geoff Knox CT, MA, ME, NH, RI, VT 610-6

3. Slide 3: Independent Broker/Dealer-affiliated advisors

   Independent Broker/Dealer-affiliated advisors Regions, territories and dedicated business development teams. New Client Team Existing Client Teams Business Development Senior Relationship Region Territory States Account Executive Account Executive Relationship Manager Director Manager Ben Packer Pau

4. Slide 4: Independent RIAs and Hybrid RIAs

   Independent RIAs and Hybrid RIAs Regions, territories and dedicated business development teams. Leadership Team Strategic RIA Emerging RIA Gabriel Garcia Harley Nager, CFP® Business Development Client Experience Business Development Managing Director, Head of RIA Channel Managing Director Territory

5. Slide 5: U.S. Advisor Sales & Client Support Team

   U.S. Advisor Sales & Client Support Team An extension of your business development teams. National Accounts Team Sales & Experience Leadership Team AdvisorNationalAccountsTeam@seic.com We simplify the complex to elevate advice and empower Erich Holland Mike Matkovic Executive Managing Director, Head

SEI — Q3 2023 Earnings Presentation on 6ix