Form ADV Part 2B Brochure Supplement

Russell Investments Implementation Services, LLC A Russell Investments company

Item 1 – Cover Page

1301 Second Avenue, 18th Floor Seattle, WA 98101 206.505.7877 WWW.RUSSELLINVESTMENTS.COM

July 16, 2021

This Brochure Supplement provides information about supervised persons providing investment advisory services to Russell Investments Implementation Services, LLC (“RIIS”) clients and supplements the RIM Brochure. If you have any questions about the contents of this Brochure Supplement, please contact us at 206.505.4466 or [email protected]. The information in this Brochure Supplement has not been approved or verified by the United States Securities and Exchange Commission (“SEC”) or by any state securities authority. RIIS is an investment adviser registered with the SEC. Registration as an investment adviser does not imply any level of skill or training. Additional information about RIIS is also available on the SEC’s website at www.adviserinfo.sec.gov.

Russell Investments Implementation Services, LLC 1301 Second Avenue, 18th Floor Seattle, WA 98101 206.505.7877

FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about Travis Bagley that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement.

Travis Bagley, CFA Director Transition Management Russell Investments

Educational Background and Business Experience: Year of Birth: 1970 Education and Designations:  B.S., Finance and Economics, Central Washington University  CFA Charterholder, CFA Institute1  Licensed Registered Representative, FINRA Series 7, 6, 66 Business Background (past five years):  2015 to Present - Director, Transition Management

Biography: Travis Bagley is a Director and leads the communication and strategic positioning of Russell Investments’ transition management offering in the Americas. Travis focuses on helping asset managers and plan sponsors develop customized solutions for the transition management market. Travis’s current duties included transition strategy development, planning and implementation, operational process oversight, process development, and implementation transaction cost analysis. Travis joined Russell Investments in 2000.

Disciplinary Information: There are no legal and / or disciplinary events to report for Travis.

Other Business Activities: There are no outside business activities to report for Travis.

Additional Compensation: Russell Investments’ Supervised Persons remuneration is comprised of base salary (fixed pay) and discretionary incentive (variable pay). Base salary is specific to the role and determined by market pay ranges and internal budget. Discretionary incentive is an annual bonus awarded based on individual, firm, and business unit performance. Additionally, Russell Investments provides equity awards to Supervised Persons in senior positions. Remuneration is not affected by an increase in fund or client assets under management.

Supervision: Michael Hall is responsible for the supervision and oversight of Travis. Michael is head of Defined Benefit Solutions and oversees the advice Travis provides to help ensure those investments are suitable for the particular client and consistent with their investment needs, goals, objectives and risk tolerance, as well as any restrictions previously requested by the client. Michael can be reached at 206.505.4466.

1 The Chartered Financial Analyst (CFA) designation is an international professional designation offered by CFA Institute (formerly AIMR) to financial analysts who complete a series of three examinations. To become a CFA Charterholder candidates must pass each of three six-hour exams, possess a bachelor's degree from an accredited institution (or have equivalent education or work experience) and have 48 months of qualified, professional work experience. CFA charter holders are also obligated to adhere to a strict code of ethics and standards governing their professional conduct. Russell Investments Implementation Services, LLC 1301 Second Avenue, 18th Floor Seattle, WA 98101 206.505.7877

FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about Jonathan Baily that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement.

Jonathan Baily Portfolio Manager Overlay Services Russell Investments

Educational Background and Business Experience: Year of Birth: 1985 Education and Designations:  B.A., Finance, University of Washington Business Background (past five years):  2015 to Present - Portfolio Manager

Biography: Jonathan Baily is a Portfolio Manager on the Overlay Services Team for Russell Investments. Jonathan’s primary responsibilities are to design, implement, and manage portfolios for large institutional investors. Strategies include cash securitization, synthetic rebalancing, liquidity management, currency overlays, liability-based solutions, portable alpha, downside protection, non-delta one options, and client- directed hedges. Jonathan joined Russell Investments in 2007.

Disciplinary Information: There are no legal and / or disciplinary events to report for Jonathan.

Other Business Activities: There are no outside business activities to report for Jonathan.

Supervision: Brian Causey is responsible for the supervision and oversight of Jonathan. Brian is the Director of Overlay Portfolio Management for Russell Investments Implementation Services and is responsible for helping to ensure Jonathan adheres to policies and procedures designed to assure that advice is consistent with our clients' agreed upon investment objectives and guidelines and the firm's fiduciary obligations. Brian can be reached at 206.505.4466. Russell Investments Implementation Services, LLC Rex House, 10 Regent Street, London, SW1Y 4PE, England

44.207.024.6000

FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about Igor Bosnjak that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement.

Igor Bosnjak Director, Head of Portfolio Implementation Global Portfolio Management Russell Investments

Educational Background and Business Experience: Year of Birth: 1975 Education and Designations:  B.S., Business Administration, Central Washington University  Licensed Registered Representative, FINRA Series 7, 55, 66 Business Background (past five years):  March 2020 to Present - Director, Head of Portfolio Implementation  May 2018 to February 2020 - Head of Portfolio Implementation  November 2013 to April 2018 - Senior Implementation Manager

Biography: Igor Bosnjak a Director and Head of Portfolio Implementation for Russell Investments. Igor leads the global team that is responsible for the formulation and implementation of strategies across Russell Investments' Funds and Separate Accounts, ensuring efficient and risk- controlled plans for implementing investment process. Igor and his team are also responsible for manager changes, account restructures and fund launches for Russell Investments' funds globally. Portfolio managers, clients, transition managers, operations teams and local custodians coordinate transition activities through Igor and his team. Igor joined Russell Investments in 2005.

Disciplinary Information: There are no legal and / or disciplinary events to report for Igor.

Other Business Activities: There are no outside business activities to report for Igor.

Supervision: Brian Meath is responsible for the supervision and oversight of Igor. Brian is Managing Director and Head of Portfolio Management for the Investment Division and is responsible for helping to ensure Igor adheres to policies and procedures designed to assure that advice is consistent with our clients’ agreed upon investment objectives and guidelines as it relates to portfolio construction, asset allocation, manager selection and capital market insights, as well as the firm’s fiduciary obligations. Brian can be reached at 206.505.4466. Russell Investments Implementation Services, LLC 1301 Second Avenue, 18th Floor Seattle, WA 98101 206.505.7877

FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about Brian Causey that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement.

Brian Causey, CFA Director, Overlay Portfolio Management Overlay Services Russell Investments

Educational Background and Business Experience: Year of Birth: 1977 Education and Designations:  B.A., Finance, Minors in Economics and Accounting, Western Washington University  CFA Charterholder, CFA Institute1 Business Background (past five years):  April 2018 to Present - Director, Overlay Portfolio Management  2015 to March 2018 - Senior Portfolio Manager

Biography: Brian Causey is the Director of Overlay Portfolio Management for Russell Investments and manages the Overlay Services U.S. production team. Brian’s primary responsibilities are to design, implement, and manage portfolios for large institutional investors. Brian joined Russell Investments in 2004.

Disciplinary Information: There are no legal and / or disciplinary events to report for Brian.

Other Business Activities: There are no outside business activities to report for Brian.

Supervision: Tom Fletcher is responsible for the supervision and oversight of Brian. Tom is the Managing Director of Overlay Services for Russell Investments Implementation Services and is responsible for helping to ensure Brian adheres to policies and procedures designed to assure that advice is consistent with our clients' agreed upon investment objectives and guidelines and the firm's fiduciary obligations.Tom can be reached at 206.505.4466.

FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about Lukas Diesing that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement.

Lukas Diesing Portfolio Manager Transition Management Russell Investments

Educational Background and Business Experience: Year of Birth: 1991 Education and Designations:  B.A., Business and Leadership, University of Puget Sound  Licensed Registered Representative, FINRA Series 7, 63 Business Background (past five years):  July 2015 to Present - Portfolio Manager  2015 to June 2015 - Operations Trading Analyst

Biography: Lukas Diesing is a Portfolio Manager for Russell Investments’ dedicated Global Portfolio Transition Team. This team executes portfolio transition assignments for all Russell Investments' funds and separate client accounts, with Lukas's duties including the day-to-day management of active transitions. This team is positioned to deliver superior portfolio performance during asset transitions by employing the most cost-efficient, risk-adjusted transition strategies within the industry. Russell Investments' methodology involves extensive qualitative and quantitative analyses of client’s current and target portfolios, establishing trading strategies, intraday maintenance of portfolio structure, and managing market exposure. Lukas joined Russell Investments in 2012.

Disciplinary Information: There are no legal and / or disciplinary events to report for Lukas.

Other Business Activities: There are no outside business activities to report for Lukas.

Supervision: Chris Peirce is responsible for the supervision and oversight of Lukas. Chris is a Senior Portfolio Manager on the Global Portfolio Transition team for Russell Investments Implementation Services and is responsible for helping to ensure Lukas adheres to policies and procedures designed to assure that advice is consistent with our clients' agreed upon investment objectives and guidelines and the firm's fiduciary obligations. Chris can be reached at 206.505.4466.

Russell Investments Implementation Services, LLC 1095 Avenue of the Americas, 14th Floor New York, NY 10036 212.702.7900

FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about Kevin Divney that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement.

Kevin Divney, CFA Senior Portfolio Manager, U.S. Equity Global Portfolio Management - Equity Russell Investments

Educational Background and Business Experience: Year of Birth: 1964 Education and Designations:  B.A., Economics, Boston University  M.B.A., Northeastern University  CFA Charterholder, CFA Institute1 Business Background (past five years):  2017 to Present - Senior Portfolio Manager, U.S. Equity  2015 to 2017 - Chief Investment Officer, Beaconcrest Capital

Biography: Kevin Divney is a Senior Portfolio Manager on the U.S. Equity Team. Kevin is responsible for managing the Large Cap Equity Funds for private clients and institutional investors. Kevin joined Russell Investments in 2017.

Disciplinary Information: There are no legal and / or disciplinary events to report for Kevin.

Other Business Activities: There are no outside business activities to report for Kevin.

Supervision: Brian Meath is responsible for the supervision and oversight of Kevin. Brian is the Managing Director and Head of Portfolio Management for the Investment Division and is responsible for helping to ensure Kevin adheres to policies and procedures designed to assure that advice is consistent with our clients' agreed upon investment objectives and guidelines as it relates to portfolio construction, asset allocation, manager selection and capital market insights, as well as the firm's fiduciary obligations. Brian can be reached at 206.505.4466.

1 The Chartered Financial Analyst (CFA) designation is an international professional designation offered by CFA Institute (formerly AIMR) to financial analysts who complete a series of three examinations. To become a CFA Charterholder candidates must pass each of three six-hour exams, possess a bachelor's degree from an accredited institution (or have equivalent education or work experience) and have 48 months of qualified, professional work experience. CFA charter holders are also obligated to adhere to a strict code of ethics and standards governing their professional conduct. Russell Investment Implementation Services, LLC 1301 Second Avenue, 18th Floor Seattle, WA 98101 206.505.7877

FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about Kate El-Hillow that supplements the Russell Investment Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement.

Kate El-Hillow

Global Chief Investment Officer

Investment Division Russell Investments

A Educational Background and Business Experience: Year of Birth: 1974 Education and Designations:  B.S., Accounting, Boston College, Carroll School of Management  Licensed Registered Representative, FINRA Series 3, 7, 24, 63  Fundamentals of Sustainability Accounting (FSA) Credential Business Background (past five years):  2021 to Present - Global Chief Investment Officer  2004-2021 Deputy Chief Investment Officer, Goldman Sachs

Biography: Kate El-Hillow is the Global Chief Investment Officer for Russell Investments. Based in New York, Kate leads Russell Investments’ global investment team with responsibility for all aspects of the Investment Dvision, including asset management, implementation and research. She serves on the Russell Investments Executive Committee and Investment Strategy Committee. Kate joined Russell Investments in 2021.

Disciplinary Information: There are no legal and / or disciplinary events to report for Kate.

Other Business Activities: There are no outside business activities to report for Kate.

Supervision: Michelle Seitz is responsible for the supervision and oversight of Kate. Michelle is the Chairman and Chief Executive Officer for Russell Investments. Michelle can be reached at 206.505.4466. Russell Investments Implementation Services, LLC 1301 Second Avenue, 18th Floor Seattle, WA 98101 206.505.7877

FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about Rino Faustini that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement.

Rino Faustini Senior Portfolio Manager Transition Management Russell Investments

Educational Background and Business Experience: Year of Birth: 1981 Education and Designations:  B.S., Business Administration, Wayne State University  Licensed Registered Representative, FINRA Series 7, 63 Business Background (past five years):  March 2020 to Present - Senior Portfolio Manager  2015 to February 2020 - Portfolio Manager

Biography: Rino Faustini is a Senior Portfolio Manager for Russell Investments’ dedicated Global Portfolio Transition team. This team executes portfolio transition assignments for all Russell Investments' funds and separate client accounts, with Rino's duties including the day-to-day management of active transitions. This team is positioned to deliver superior portfolio performance during asset transitions by employing the most cost-efficient, risk-adjusted transition strategies within the industry. Russell Investments' methodology involves extensive qualitative and quantitative analyses of client’s current and target portfolios, establishing trading strategies, intraday maintenance of portfolio structure, and managing market exposure. Rino joined Russell Investments in 2007.

Disciplinary Information: There are no legal and / or disciplinary events to report for Rino.

Other Business Activities: There are no outside business activities to report for Rino.

Supervision: Wayne Hollister is responsible for the supervision and oversight of Rino. Wayne is a Senior Portfolio Manager on the Global Portfolio Transition Management team for Russell Investments Implementation Services and is responsible for helping to ensure Rino adheres to policies and procedures designed to assure that advice is consistent with our clients' agreed upon investment objectives and guidelines and the firm's fiduciary obligations.Wayne can be reached at 206.505.4466.

Russell Investments Implementation Services, LLC Rex House, 10 Regent Street, London, SW1Y 4PE, England

44.20.7024.6000

FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about Gerard Fitzpatrick that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement.

Gerard Fitzpatrick, CFA, CAIA, FRM Managing Director, Head of Fixed Income Portfolio Management Global Portfolio Management - Fixed Income Russell Investments

Educational Background and Business Experience: Year of Birth: 1972 Education and Designations:  B.B.S. & M.A., Finance, Trinity College Dublin  B.Sc, Financial Services, University of Manchester  Associate of the Institute of Financial Services (formerly Chartered Institute of Bankers, UK)1  CFA Charterholder, CFA Institute2  Chartered Alternative Investment Analyst, CAIA Association3  Certified Financial Risk Manager, Global Association of Risk Professionals (FRM)4 Business Background (past five years):  2015 to Present - Managing Director, Head of Fixed Income Portfolio Management Biography: Gerard Fitzpatrick is the Managing Director and Head of Fixed Income Portfolio Management for Russell Investments. He is directly responsible for managing Fixed Income funds and ultimately responsible for the performance of all of Russell Investments’ Fixed Income funds globally. Gerard sits on Russell Investments’ Global Investment Strategy Committee and Investment Leadership Team. Gerard joined Russell Investments in 2007. Disciplinary Information: There are no legal and / or disciplinary events to report for Gerard. Other Business Activities: There are no outside business activities to report for Gerard. Additional Compensation: Russell Investments’ Supervised Persons remuneration is comprised of base salary (fixed pay) and discretionary incentive (variable pay). Base salary is specific to the role and determined by market pay ranges and internal budget. Discretionary incentive is an annual bonus awarded based on individual, firm, and business unit performance. Additionally, Russell Investments provides equity awards to Supervised Persons in senior positions. Remuneration is not affected by an increase in fund or client assets under management.

Supervision: Brian Meath is responsible for the supervision and oversight of Gerard. Brian is the Managing Director and Head of Portfolio Management for the Investment Division and is responsible for helping to ensure Gerard adheres to policies and procedures designed to assure that advice is consistent with our clients' agreed upon investment objectives and guidelines as it relates to portfolio construction, asset allocation, manager selection and capital market insights, as well as the firm's fiduciary obligations. Brian can be reached at 206.505.4466.

1 Conceived in 2008 against the backdrop of the global financial crisis, the Chartered Banker Professional Standards Board brought Chairmen and CEOs together to rebuild banking on a solid foundation of ethical professionalism. It was the UK’s first collective intervention. The Associate Chartered Banker Diploma enhances existing skills and knowledge to develop and demonstrate in depth, the core technical knowledge and key practical skills that a professional and ethical banker requires. The curriculum includes substantial coverage of technology, leadership and change, in addition to core banking knowledge. Each unit is assessed by an assignment to demonstrate application of learning at work and ensures that individuals have the knowledge to meet current and emerging regulatory requirements for the demonstration of high professional standards. 2 The Chartered Financial Analyst (CFA) designation is an international professional designation offered by CFA Institute (formerly AIMR) to financial analysts who complete a series of three examinations. To become a CFA Charterholder candidates must pass each of three six-hour exams, possess a bachelor's degree from an accredited institution (or have equivalent education or work experience) and have 48 months of qualified, professional work experience. CFA charter holders are also obligated to adhere to a strict code of ethics and standards governing their professional conduct. 3 Chartered Alternative Investment Analyst (CAIA) is a professional designation given out by the Chartered Alternative Investment Analyst Association to establish an educational standard for individuals that specialize in the area of alternative investments (such as hedge funds, venture capital, private equity and real estate investment). In order to receive the designation, individuals must have at least one year of professional experience, a U.S. bachelor's degree and must pass two levels of curriculum that include topics ranging from qualitative analysis, trading theories of alternative investments, to indexation and benchmarking. 4 The Financial Risk Manager (FRM) designation is an international professional certification offered by GARP (Global Association of Risk Professionals). Individuals must pass two four-hour exams and have at least two-years of relevant work experience. Russell Investments Implementation Services, LLC 1301 Second Avenue, 18th Floor Seattle, WA 98101 206.505.7877

FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about Thomas (Tom) Fletcher that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement.

Thomas (Tom) Fletcher, CFA Managing Director Overlay Services Russell Investments

Educational Background and Business Experience: Year of Birth: 1966 Education and Designations:  B.S., Mechanical Engineering, United States Naval Academy  M.B.A., Finance and Portfolio Management, University of Texas at Austin  CFA Charterholder, CFA Institute1  Licensed Registered Representative, FINRA Series 3, 7, 63, 24 Business Background (past five years):  2015 to Present - Managing Director, Overlay Services

Biography: Tom Fletcher is the Managing Director of Overlay Services for Russell Investments. Tom has ongoing management responsibility for the derivative overlay business globally. Tom and his team are responsible for identifying, evaluating and developing multi-asset implementation solutions for Russell Investments’ worldwide client base and are involved in the sales process serving as product experts for external clients. Tom joined Russell Investments in 2003.

Disciplinary Information: There are no legal and / or disciplinary events to report for Thomas (Tom).

Other Business Activities: There are no outside business activities to report for Thomas (Tom).

Supervision: Kelly Mainelli is responsible for the supervision and oversight of Tom. Kelly is the Managing Director, Head of Customized Portfolio Solutions at Russell Investments and is responsible for helping to ensure Tom adheres to policies and procedures designed to assure that advice is consistent with our clients' agreed upon investment objectives and guidelines and the firm's fiduciary obligations. Kelly can be reached at 206.505.4466.

FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about Adam Goff that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement.

Adam Goff, CFA Managing Director, Head of Research Global Research Russell Investments

Educational Background and Business Experience: Year of Birth: 1968 Education and Designations:  B.A., Geography, Vassar College  M.A., International Studies—Japan, Jackson School of International Studies, University of Washington  CFA Charterholder, CFA Institute1 Business Background (past five years):  2016 to Present - Managing Director, Head of Research  2015 to 2016 - Managing Director, Asset Allocation and Portfolio Strategy Group

Biography: Adam Goff is Head of Research for Russell Investments. He oversees all investment division research activities including investment manager research, quantitative research and development (R&D), investment strategy, asset allocation, and investment analytics. Adam is responsible for ensuring that this research yields powerful return sources and investment insights in the service of delivering superior outcomes and advice to our clients. In addition, he oversees the Investment Practice Team, which is responsible for the measurement, evaluation, articulation and continuous improvement of the firm’s investment approach. Adam joined Russell Investments in 1995.

Disciplinary Information: There are no legal and / or disciplinary events to report for Adam.

Other Business Activities: There are no outside business activities to report for Adam.

Supervision: Kate El-Hillow is responsible for the supervision and oversight of Adam. Kate is the Global Chief Investment Officer for Russell Investments. Kate can be reached at 206.505.4787.

FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about John Hanley that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement.

John Hanley, CFA Portfolio Manager Overlay Services Russell Investments

Educational Background and Business Experience: Year of Birth: 1956 Education and Designations:  B.A., Business Administration (emphasis in Finance), University of Washington  CFA Charterholder, CFA Institute1  Licensed Registered Representative, FINRA Series 7, 63 Business Background (past five years):  2015 to Present - Portfolio Manager

Biography: John Hanley is a Portfolio Manager on the Overlay Services Team for Russell Investments. John’s primary responsibilities are to design, implement, and manage portfolios for large institutional investors. Strategies include cash securitization, synthetic rebalancing, liquidity management, currency overlays, liability-based solutions, portable alpha, downside protection, non-delta one options, and client-directed hedges. John joined Russell Investments in 2011.

Disciplinary Information: There are no legal and / or disciplinary events to report for John.

Other Business Activities: There are no outside business activities to report for John.

Supervision: Brian Causey is responsible for the supervision and oversight of John. Brian is the Director of Overlay Portfolio Management for Russell Investments Implementation Services and is responsible for helping to ensure John adheres to policies and procedures designed to assure that advice is consistent with our clients' agreed upon investment objectives and guidelines and the firm's fiduciary obligations. Brian can be reached at 206.505.4466.

FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about Yuki Harunari that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement.

Yuki Harunari, CFA Associate Portfolio Manager Overlay Services Russell Investments

Educational Background and Business Experience: Year of Birth: 1985 Education and Designations:  B.A., Business and Commerce, Keio University  CFA Charterholder, CFA Institute1 Business Background (past five years):  March 2020 to Present - Associate Portfolio Manager  2015 to March 2020 - Implementation Portfolio Manager

Biography: Yuki Harunari is an Associate Portfolio Manager on the Overlay Services team for Russell Investments. Yuki’s primary responsibilities are to design, implement, and manage portfolios for large institutional investors. Strategies include cash securitization, synthetic rebalancing, liquidity management, currency overlays, liability-based solutions, portable alpha, downside protection, non-delta one options, and client- directed hedges. Yuki joined Russell Investments in 2014.

Disciplinary Information: There are no legal and / or disciplinary events to report for Yuki.

Other Business Activities: There are no outside business activities to report for Yuki.

Supervision: Brian Causey is responsible for the supervision and oversight of Yuki. Brian is the Director of Overlay Portfolio Management for Russell Investments Implementation Services and is responsible for helping to ensure Yuki adheres to policies and procedures designed to assure that advice is consistent with our clients' agreed upon investment objectives and guidelines and the firm's fiduciary obligations. Brian can be reached at 206.505.4466.

FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about Marc Hewitt that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement.

Marc Hewitt Senior Portfolio Manager Customized Portfolio Solutions Russell Investments

Educational Background and Business Experience: Year of Birth: 1977 Education and Designations:  B.S., Business Administration & Finance, Western Washington University  M.B.A., Finance, Katz Graduate Business School, University of Pittsburgh  Licensed Registered Representative FINRA Series 7, 63 Business Background (past five years):  April 2018 to Present - Senior Portfolio Manager  2015 to March 2018 - Portfolio Manager

Biography: Marc Hewitt is a Senior Portfolio Manager for Customized Portfolio Solutions at Russell Investments. His team develops strategies and executes portfolio transition trades for all Russell Investment funds and separate client accounts. Marc’s duties include the day-to-day management of active transitions, planning and implementation of various exposure management/transition strategies, exploring the lowest cost trading alternatives, and performance reporting on completed client transitions. Marc joined Russell Investments in 2006.

Disciplinary Information: There are no legal and / or disciplinary events to report for Marc.

Other Business Activities: There are no outside business activities to report for Marc.

Supervision: Igor Bosnjak is responsible for the supervision and oversight of Marc. Igor is the Director, Head of Portfolio Implementation at Russell Investments and is responsible for helping to ensure Marc adheres to policies and procedures designed to assure that advice is consistent with our clients' agreed upon investment objectives and guidelines and the firm's fiduciary obligations. Igor can be reached at 206.505.4466.

Russell Investments Implementation Services, LLC 1301 Second Avenue, 18th Floor Seattle, WA 98101 206.505.7877

FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about Wayne Hollister that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement.

Wayne Hollister Senior Portfolio Manager Transition Management Russell Investments

Educational Background and Business Experience: Year of Birth: 1966 Education and Designations:  B.S., Mechanical Engineering, Stanford University  M.B.A., University of West Florida  Licensed Registered Representative, FINRA Series 7,24, 66 Business Background (past five years):  2015 to Present - Senior Portfolio Manager

Biography: Wayne Hollister is a Senior Portfolio Manager for Russell Investments' dedicated Global Portfolio Transition Team. This team executes portfolio transition assignments for all Russell Investments' funds and separate client accounts, with Wayne's duties including the day-to- day management of active transitions. This team is positioned to deliver superior portfolio performance during asset transitions by employing the most cost-efficient, risk-adjusted transition strategies within the industry. Russell Investments' methodology involves extensive qualitative and quantitative analyses of client’s current and target portfolios, establishing trading strategies, intraday maintenance of portfolio structure, and managing market exposure. Wayne joined Russell Investments in 2002.

Disciplinary Information: There are no legal and / or disciplinary events to report for Wayne.

Other Business Activities: There are no outside business activities to report for Wayne.

Supervision: Danny Sobba is responsible for the supervision and oversight of Wayne. Danny is the Senior Director, Head of Transition Management for Russell Investments Implementation Services and is responsible for helping to ensure Wayne adheres to policies and procedures designed to assure that advice is consistent with our clients' agreed upon investment objectives and guidelines and the firm's fiduciary obligations. Danny can be reached at 206.505.4466.

Russell Investments Implementation Services, LLC 1095 Avenue of the Americas, 14th Floor New York, NY 10036 212.702.7900

FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about Sylvia Horstmann that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement.

Sylvia Horstmann, CFA Senior Portfolio Manager Overlay Services Russell Investments

Educational Background and Business Experience: Year of Birth: 1980 Education and Designations:  B.A. (honors), Business Administration, University of Puget Sound  B.A., Economics, University of Puget Sound  CFA Charterholder, CFA Institute1  Licensed Registered Representative FINRA Series 7, 63 Business Background (past five years):  March 2020 to Present - Senior Portfolio Manager  2015 to March 2020 - Portfolio Manager

Biography: Sylvia Horstmann is a Senior Portfolio Manager on the Overlay Services Team for Russell Investments. Sylvia’s primary responsibilities are to design, implement, and manage portfolios for large institutional investors. Strategies include cash securitization, synthetic rebalancing, liquidity management, currency overlays, liability-based solutions, portable alpha, downside protection, non-delta one options, and client-directed hedges. She has been a member of the portfolio management team since 2006. Sylvia took a personal break in 2012 to travel the world, returning to the team in December 2012.

Disciplinary Information: There are no legal and / or disciplinary events to report for Sylvia.

Other Business Activities: There are no outside business activities to report for Sylvia.

Supervision: Brian Causey is responsible for the supervision and oversight of Sylvia. Brian is the Director of Overlay Portfolio Management for Russell Investments Implementation Services and is responsible for helping to ensure Sylvia adheres to policies and procedures designed to assure that advice is consistent with our clients' agreed upon investment objectives and guidelines and the firm's fiduciary obligations. Brian can be reached at 206.505.4466.

FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about James Hoy that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement.

James Hoy Portfolio Manager Transition Management Russell Investments

Educational Background and Business Experience: Year of Birth: 1987 Education and Designations:  B.A. (cum laude), Finance, Washington State University  M.B.A., Washington State University  Licensed Registered Representative, FINRA Series 7, 63 Business Background (past five years):  July 2017 to Present - Portfolio Manager  November 2016 to June 2017 - Manager, Execution Services and Commission Management  2015 to October 2016 - Client Relationship Manager

Biography: James Hoy is a Portfolio Manager for Russell Investments’ dedicated Global Portfolio Transition Team. This team executes portfolio transition assignments for all Russell Investments' funds and separate client accounts, with James's duties including the day-to-day management of active transitions. This team is positioned to deliver superior portfolio performance during asset transitions by employing the most cost-efficient, risk-adjusted transition strategies within the industry. Russell Investments' methodology involves extensive qualitative and quantitative analyses of client’s current and target portfolios, establishing trading strategies, intraday maintenance of portfolio structure, and managing market exposure. James joined Russell Investments in 2010.

Disciplinary Information: There are no legal and / or disciplinary events to report for James.

Other Business Activities: There are no outside business activities to report for James.

Supervision: Chris Peirce is responsible for the supervision and oversight of James. Chris is a Senior Portfolio Manager on the Global Portfolio Transition team for Russell Investments Implementation Services and is responsible for helping to ensure James adheres to policies and procedures designed to assure that advice is consistent with our clients' agreed upon investment objectives and guidelines and the firm's fiduciary obligations. Chris can be reached at 206.505.4466.

Russell Investments Implementation Services, LLC 1301 Second Avenue, 18th Floor Seattle, WA 98101 206.505.7877

FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about Christine Johanson that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement.

Christine Johanson, CFA Senior Portfolio Manager, Head of Fixed Income Transition Management Russell Investments

Educational Background and Business Experience: Year of Birth: 1985 Education and Designations:  B.S. Business Administration, Finance and Banking concentration, University of Missouri  CFA Charterholder, CFA Institute1  Licensed Registered Representative, FINRA Series 7, 63 Business Background (past five years):  April 2018 to Present - Senior Portfolio Manager, Head of Fixed Income  2015 to March 2018 - Portfolio Manager

Biography: Christine Johanson is the Senior Portfolio Manager, Head of Fixed Income, Transition Management where she administers the fixed- income transition management process for Russell Investments’ implementation services. This team develops strategies and executes portfolio transition trades for all Russell Investments funds and separate client accounts. Christine’s primary role is the development of fixed-income strategies and processes that deliver superior risk-adjusted returns. She also assists in the day-to-day management of active transitions, planning and implementation of various exposure management/transition strategies, exploring the lowest cost trading alternatives, and performance reporting on completed client transitions. Christine joined Russell Investments' in 2012.

Disciplinary Information: There are no legal and / or disciplinary events to report for Christine.

Other Business Activities: There are no outside business activities to report for Christine.

Supervision: Chris Peirce is responsible for the supervision and oversight of Christine. Chris is a Senior Portfolio Manager on the Global Portfolio Transition team for Russell Investments Implementation Services and is responsible for helping to ensure Christine adheres to policies and procedures designed to assure that advice is consistent with our clients' agreed upon investment objectives and guidelines and the firm's fiduciary obligations. Chris can be reached at 206.505.4466.

FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about Jim Jornlin that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement.

Jim Jornlin, CFA Senior Portfolio Manager Investment Division Russell Investments

Educational Background and Business Experience: Year of Birth: 1961 Education and Designations:  B.A., Business and Finance, Washington State University  M.B.A., Finance and Investment, University of Chicago  CFA Charterholder, CFA Institute1 Business Background (past five years):  2015 to Present - Senior Portfolio Manager

Biography: James Jornlin is a Senior Portfolio Manager for Russell Investments, responsible for managing several of our international and global equity funds. Jim joined Russell Investments’ investment division in 1995, taking lead responsibility for the firm’s flagship international fund in 2000. Prior to that, he managed Russell Investments’ emerging markets and real estate funds for Russell Investments’ funds businesses in North America. Jim joined Russell Investments in 1991.

Disciplinary Information: There are no legal and / or disciplinary events to report for Jim.

Other Business Activities: There are no outside business activities to report for Jim.

Supervision: Jon Eggins is responsible for the supervision and oversight of Jim. Jon is the Director and Senior Portfolio Manager of Global Equities for the Investment Division and is responsible for helping to ensure Jim adheres to policies and procedures designed to assure that advice is consistent with our clients' agreed upon investment objectives and guidelines as it relates to portfolio construction, asset allocation, manager selection and capital market insights, as well as the firm's fiduciary obligations. Jon can be reached at 206.505.4466.

FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about Dylan Kelly that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement.

Dylan Kelly, CFA Associate Portfolio Manager Overlay Services Russell Investments

Educational Background and Business Experience: Year of Birth: 1984 Education and Designations:  B.A., Business Administration, California State University, Fullerton  M.B.A., Finance, University of Nevada, Las Vegas  CFA Charterholder, CFA Institute1 Business Background (past five years):  March 2020 to Present - Associate Portfolio Manager  May 2019 to February 2020 - Investment Portfolio Manager  November 2016 to April 2019 - Portfolio Analyst  June 2015 to October 2016 - Finance Manager, Wireless Advocates, LLC  January 2015 to May 2015 - Senior Financial Analyst, Wireless Advocates, LLC

Biography: Dylan Kelly is an Associate Portfolio Manager on the Overlay Services Team for Russell Investments. Dylan’s primary responsibilities are to design, implement, and manage portfolios for large institutional investors. Strategies include cash securitization, synthetic rebalancing, liquidity management, currency overlays, liability-based solutions, portable alpha, downside protection, non-delta one options, and client- directed hedges. Dylan joined Russell Investments in 2016.

Disciplinary Information: There are no legal and / or disciplinary events to report for Dylan.

Other Business Activities: There are no outside business activities to report for Dylan.

Supervision: Brian Causey is responsible for the supervision and oversight of Dylan. Brian is the Director of Overlay Portfolio Management for Russell Investments Implementation Services and is responsible for helping to ensure Dylan adheres to policies and procedures designed to assure that advice is consistent with our clients' agreed upon investment objectives and guidelines and the firm's fiduciary obligations. Brian can be reached at 206.505.4466.

FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about Austin Kishi that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement.

Austin Kishi Senior Portfolio Manager Customized Portfolio Solutions Russell Investments

Educational Background and Business Experience: Year of Birth: 1984 Education and Designations:  B.A., Business Administration (Finance), Western Washington University  Licensed Registered Representative, FINRA Series 7, 66 Business Background (past five years):  March 2020 to Present - Senior Portfolio Manager  2015 to February 2020 - Portfolio Manager

Biography: Austin Kishi is a Senior Portfolio Manager for Customized Portfolio Solutions at Russell Investments. His team develops strategies and executes portfolio transition trades for all Russell Investment funds and separate client accounts. Austin’s duties include the day-to-day management of active transitions, planning and implementation of various exposure management/transition strategies, exploring the lowest cost trading alternatives, and performance reporting on completed client transitions. Austin joined Russell Investments in 2010.

Disciplinary Information: There are no legal and / or disciplinary events to report for Austin.

Other Business Activities: There are no outside business activities to report for Austin.

Supervision: Igor Bosnjak is responsible for the supervision and oversight of Austin. Igor is the Director, Head of Portfolio Implementation at Russell Investments and is responsible for helping to ensure Austin adheres to policies and procedures designed to assure that advice is consistent with our clients' agreed upon investment objectives and guidelines and the firm's fiduciary obligations. Igor can be reached at 206.505.4466.

Russell Investments Implementation Services, LLC 1301 Second Avenue, 18th Floor Seattle, WA 98101 206.505.7877

FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about Marc Larson that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement.

Marc Larson Senior Portfolio Manager Transition Management Russell Investments

Educational Background and Business Experience: Year of Birth: 1982 Education and Designations:  B.A., (cum laude) Business Administration (Math and Economics minors), University of Puget Sound Business Background (past five years):  March 2019 to Present - Senior Portfolio Manager  2015 to February 2019 - Portfolio Manager

Biography: Marc Larson is a Senior Portfolio Manager for Russell Investments’ dedicated Global Portfolio Transition Team. This team executes portfolio transition assignments for all Russell Investments' funds and separate client accounts, with Marc's duties including the day-to- day management of active transitions. This team is positioned to deliver superior portfolio performance during asset transitions by employing the most cost-efficient, risk-adjusted transition strategies within the industry. Russell Investments' methodology involves extensive qualitative and quantitative analyses of client’s current and target portfolios, establishing trading strategies, intraday maintenance of portfolio structure, and managing market exposure. Marc joined Russell Investments in 2004.

Disciplinary Information: There are no legal and / or disciplinary events to report for Marc.

Other Business Activities: There are no outside business activities to report for Marc.

Supervision: Chris Peirce is responsible for the supervision and oversight of Marc. Chris is a Senior Portfolio Manager on the Global Portfolio Transition team for Russell Investments Implementation Services and is responsible for helping to ensure Marc adheres to policies and procedures designed to assure that advice is consistent with our clients' agreed upon investment objectives and guidelines and the firm's fiduciary obligations. Chris can be reached at 206.505.4466.

Russell Investments Implementation Services, LLC 1301 Second Avenue, 18th Floor Seattle, WA 98101 206.505.7877

FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about H. Victor (Vic) Leverett that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement.

H. Victor (Vic) Leverett Managing Director, Head of Alternative Investments Alternative Investments Russell Investments

Educational Background and Business Experience: Year of Birth: 1965 Education and Designations:  B.A., Accounting, Washington State University  Licensed Registered Representative, FINRA Series 7, 63, 65 Business Background (past five years):  2015 to Present - Managing Director, Head of Alternative Investments

Biography: Vic Leverett is the Managing Director and Head of Alternative Investments for Russell Investments. Vic manages Russell Investments hedge fund, listed real asset, and private market teams to ensure the investment integrity of research and portfolio solutions. In addition, he oversees the product strategy of alternative investments globally. Vic is a member of the Investment Division Leadership Team and Investment Strategy Committee. Vic joined Russell Investments in 1988.

Disciplinary Information: There are no legal and / or disciplinary events to report for Vic.

Other Business Activities: There are no outside business activities to report for Vic.

Supervision: Kate El-Hillow is responsible for the supervision and oversight of Vic. Kate is the Global Chief Investment Officer for Russell Investments. Kate can be reached at 206.505.4787.

Russell Investments Implementation Services, LLC 1301 Second Avenue, 18th Floor Seattle, WA 98101 206.505.7877

FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about Kelly Mainelli that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement.

Kelly Mainelli Managing Director, Head of Customized Portfolio Solutions Customized Portfolio Solutions Russell Investments

Educational Background and Business Experience: Year of Birth: 1967 Education and Designations:  B.S., Finance, Merrimack College, North Andover, Massachusetts  M.B.A., Finance, University of Colorado Business Background (past five years):  2020 to Present - Managing Director, Head of Customized Portfolio Solutions  2015 to 2020 - Managing Director, Head of Proprietary Strategies

Biography: Kelly Mainelli is the Managing Director and Head of Customized Portfolio Solutions for Russell Investments. Kelly oversees the proprietary strategies of Russell Investments including Fixed Income, FX, equities, volatility strategies among others. Kelly is a member of Russell Investments’ Investment Strategy Committee. Kelly joined Russell Investments in 2007.

Disciplinary Information: There are no legal and / or disciplinary events to report for Kelly.

Other Business Activities: There are no outside business activities to report for Kelly.

Supervision: Kate El-Hillow is responsible for the supervision and oversight of Kelly. Kate is the Global Chief Investment Officer for Russell Investments. Kate can be reached at 206.505.4787.

Russell Investments Implementation Services, LLC 1095 Avenue of the Americas, 14th Floor New York, NY 10036 212.702.7900

FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about Brian Meath that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement.

Brian Meath, CFA Managing Director, Head of Portfolio Management Global Portfolio Management Russell Investments

Educational Background and Business Experience: Year of Birth: 1962 Education and Designations:  B.A., International Studies, University of Washington  Master of International Business Studies, University of South Carolina  CFA Charterholder, CFA Institute1  Licensed Registered Representative, FINRA Series 7, 63 Business Background (past five years):  2019 to Present - Managing Director, Head of Portfolio Management  2016 to 2019 - Chief Investment Officer, Multi-Asset Solutions

Biography: Brian Meath is the Managing Director and Head of Portfolio Management in the Investment Division at Russell Investments. Brian has primary responsibility for the oversight of all funds of liquid asset classes managed by Russell Investments globally. Brian maintains a role in the day-to-day portfolio management responsibility for customized outsourcing solutions for large institutional clients, a series of commingled multi-asset funds, and a platform of retail mutual funds. Brian is a member of Russell Investments’ Investment Strategy Committee and Investment Leadership Team. Brian joined Russell Investments in 2010.

Disciplinary Information: There are no legal and / or disciplinary events to report for Brian.

Other Business Activities: There are no outside business activities to report for Brian.

Supervision: Kate El-Hillow is responsible for the supervision and oversight of Brian. Kate is the Global Chief Investment Officer for Russell Investments. Kate can be reached at 206.505.4787.

FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about Brian Mock that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement.

Brian Mock Managing Director Customized Portfolio Solutions Russell Investments

Educational Background and Business Experience: Year of Birth: 1971 Education and Designations:  B.A., Political Economics, University of Washington  Licensed Registered Representative, FINRA Series 3, 7, 24, 32, 63 Business Background (past five years):  March 2020 to Present - Managing Director, Customized Portfolio Solutions  2015 to February 2020 - Managing Director, Direct Investments

Biography: Brian Mock is the Managing Director, Customized Portfolio Solutions at Russell Investments. In this role, Brian is responsible globally for the leadership, portfolio management, implementation, research and development and growth for Russell Investments' directly managed investment strategies. Brian leads a team of investment professionals consisting of portfolio managers, quantitative research analysts and portfolio analysts who are dedicated to Russell Investments' global direct investments program. Brian joined Russell Investments in 1996.

Disciplinary Information: There are no legal and / or disciplinary events to report for Brian.

Other Business Activities: There are no outside business activities to report for Brian.

Supervision: Kelly Mainelli is responsible for the supervision and oversight of Brian. Kelly is the Managing Director, Head of Customized Portfolio Solutions at Russell Investments and is responsible for helping to ensure Brian adheres to policies and procedures designed to assure that advice is consistent with our clients' agreed upon investment objectives and guidelines and the firm's fiduciary obligations. Kelly can be reached at 206.505.4466.

Russell Investments Implementation Services, LLC 1301 Second Avenue, 18th Floor Seattle, WA 98101 206.505.7877

FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about Jeff Nadeau that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement.

Jeff Nadeau Senior Portfolio Manager Transition Management Russell Investments

Educational Background and Business Experience: Year of Birth: 1974 Education and Designations:  B.S., Business, Central Washington University  Licensed Registered Representative, FINRA Series 7, 55, 63, 66 Business Background (past five years):  2015 to Present - Senior Portfolio Manager

Biography: Jeff Nadeau is a Senior Portfolio Manager for Russell Investments’ dedicated Global Portfolio Transition Team. This team executes portfolio transition assignments for all Russell Investments' funds and separate client accounts, with Jeff's duties including the day-to-day management of active transitions. This team is positioned to deliver superior portfolio performance during asset transitions by employing the most cost-efficient, risk-adjusted transition strategies within the industry. Russell Investments' methodology involves extensive qualitative and quantitative analyses of client’s current and target portfolios, establishing trading strategies, intraday maintenance of portfolio structure, and managing market exposure. Jeff joined Russell Investments in 1997.

Disciplinary Information: There are no legal and / or disciplinary events to report for Jeff.

Other Business Activities: There are no outside business activities to report for Jeff.

Supervision: Wayne Hollister is responsible for the supervision and oversight of Jeff. Wayne is a Senior Portfolio Manager on the Global Portfolio Transition Management team for Russell Investments Implementation Services and is responsible for helping to ensure Jeff adheres to policies and procedures designed to assure that advice is consistent with our clients' agreed upon investment objectives and guidelines and the firm's fiduciary obligations. Wayne can be reached at 206.505.4466.

Russell Investments Implementation Services, LLC 1301 Second Avenue, 18th Floor Seattle, WA 98101 206.505.7877

FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about Greg Nordquist that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement.

Greg Nordquist, CFA Director Overlay Services Russell Investments

Educational Background and Business Experience: Year of Birth: 1968 Education and Designations:  BB.A., Finance and Accounting, University of Puget Sound  CFA Charterholder, CFA Institute1 Business Background (past five years):  2015 to Present - Director, Overlay Services

Biography: Greg Nordquist is Director, Overlay Strategies on the Overlay Services Team for Russell Investments. This team manages custom overlays for large institutional investors. Assignments include equitization, policy implementation, portable alpha, and liability based solutions as well as client-directed hedges. Through these assignments, Russell Investments strives to improve the implementation of existing investment strategies by reducing slippage inherent in most portfolios and provide an efficient platform for implementing newer strategies such as portable alpha and interest rate hedging. Greg joined Russell Investments in 1990.

Disciplinary Information: There are no legal and / or disciplinary events to report for Greg.

Other Business Activities: There are no outside business activities to report for Greg.

Supervision: Michael Hall is responsible for the supervision and oversight of Greg. Michael is head of Defined Benefit Solutions and oversees the advice Greg provides to help ensure those investments are suitable for the particular client and consistent with their investment needs, goals, objectives and risk tolerance, as well as any restrictions previously requested by the client. Michael can be reached at 206.505.4466.

FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about Chris Peirce that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement.

Chris Peirce, CPA, CFA Senior Portfolio Manager Transition Management Russell Investments

Educational Background and Business Experience: Year of Birth: 1974 Education and Designations:  B.B.A. (cum laude), Accounting and Finance, Pacific Lutheran University  CFA Charterholder, CFA Institute1  Certified Public Accountant (CPA)2  Licensed Registered Representative, FINRA Series 7, 66 Business Background (past five years):  2015 to Present - Senior Portfolio Manager Biography: Chris Peirce is a Senior Portfolio Manager for Russell Investments’ dedicated Global Portfolio Transition team. This team executes portfolio transition assignments for all Russell Investments' funds and separate client accounts, with Chris’ duties including the day-to-day management of active transitions. This team is positioned to deliver superior portfolio performance during asset transitions by employing the most cost-efficient, risk-adjusted transition strategies within the industry. Russell Investments' methodology involves extensive qualitative and quantitative analyses of client’s current and target portfolios, establishing trading strategies, intraday maintenance of portfolio structure, and managing market exposure. Chris joined Russell Investments in 2004. Disciplinary Information: There are no legal and / or disciplinary events to report for Chris. Other Business Activities: There are no outside business activities to report for Chris. Additional Compensation: Russell Investments’ Supervised Persons remuneration is comprised of base salary (fixed pay) and discretionary incentive (variable pay). Base salary is specific to the role and determined by market pay ranges and internal budget. Discretionary incentive is an annual bonus awarded based on individual, firm, and business unit performance. Additionally, Russell Investments provides equity awards to Supervised Persons in senior positions. Remuneration is not affected by an increase in fund or client assets under management.

Supervision: Danny Sobba is responsible for the supervision and oversight of Chris. Danny is the Senior Director, Head of Transition Management for Russell Investments Implementation Services and is responsible for helping to ensure Chris adheres to policies and procedures designed to assure that advice is consistent with our clients' agreed upon investment objectives and guidelines and the firm's fiduciary obligations. Danny can be reached at 206.505.4466.

1 In order to become a CPA in the United States, the candidate must sit for and pass the Uniform Certified Public Accountant Examination (Uniform CPA Exam), which is set by the American Institute of Certified Public Accountants (AICPA) and administered by the National Association of State Boards of Accountancy (NASBA). Eligibility to sit for the Uniform CPA Exam is determined by individual State Boards of Accountancy. Typically, the requirement is a U.S. bachelor’s degree which includes a minimum number of qualifying credit hours in accounting and business administration with an additional 1-year study. This requirement for 5 years study is known as the "150-hour rule" and has been adopted by the majority of state boards, although there are still some exceptions (e.g. California). This requirement mandating 150 hours of study has been adopted by 45 states. 2 The Chartered Financial Analyst (CFA) designation is an international professional designation offered by CFA Institute (formerly AIMR) to financial analysts who complete a series of three examinations. To become a CFA Charterholder candidates must pass each of three six-hour exams, possess a bachelor's degree from an accredited institution (or have equivalent education or work experience) and have 48 months of qualified, professional work experience. CFA charter holders are also obligated to adhere to a strict code of ethics and standards governing their professional conduct Russell Investments Implementation Services, LLC 1301 Second Avenue, 18th Floor Seattle, WA 98101 206.505.7877

FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about Philip Saucier that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement.

Philip Saucier, CFA Portfolio Manager Overlay Services Russell Investments

Educational Background and Business Experience: Year of Birth: 1988 Education and Designations:  B.B.A., Finance, Pacific Lutheran University  CFA Charterholder, CFA Institute1  Licensed Registered Representative, FINRA Series 3 Business Background (past five years):  2015 to Present - Portfolio Manager

Biography: Philip Sauicer is a Portfolio Manager on the Overlay Services Team for Russell Investments. Philip's primary responsibilities are to design, implement, and manage portfolios for large institutional investors. Strategies include cash securitization, synthetic rebalancing, liquidity management, currency overlays, liability-based solutions, portable alpha, downside protection, non-delta one options, and client-directed hedges. Philip joined Russell Investments in 2008.

Disciplinary Information: There are no legal and / or disciplinary events to report for Philip.

Other Business Activities: There are no outside business activities to report for Philip.

Supervision: Brian Causey is responsible for the supervision and oversight of Philip. Brian is the Director of Overlay Portfolio Management for Russell Investments Implementation Services and is responsible for helping to ensure Philip adheres to policies and procedures designed to assure that advice is consistent with our clients' agreed upon investment objectives and guidelines and the firm's fiduciary obligations. Brian can be reached at 206.505.4466.

FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about Brett Saunders that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement.

Brett Saunders Senior Portfolio Manager Transition Management Russell Investments

Educational Background and Business Experience: Year of Birth: 1972 Education and Designations:  B.S., Business Administration, Washington State University  Licensed Registered Representative, FINRA Series 7 Business Background (past five years):  2015 to Present - Senior Portfolio Manager

Biography: Brett Saunders is a Senior Portfolio Manager for Russell Investments’ dedicated Global Portfolio Transition Team. This team executes portfolio transition assignments for all Russell Investments' funds and separate client accounts, with Brett's duties including the day-to-day management of active transitions. This team is positioned to deliver superior portfolio performance during asset transitions by employing the most cost-efficient, risk-adjusted transition strategies within the industry. Russell Investments' methodology involves extensive qualitative and quantitative analyses of client’s current and target portfolios, establishing trading strategies, intraday maintenance of portfolio structure, and managing market exposure. Brett joined Russell Investments in 2005.

Disciplinary Information: There are no legal and / or disciplinary events to report for Brett.

Other Business Activities: There are no outside business activities to report for Brett.

Supervision: Wayne Hollister is responsible for the supervision and oversight of Brett. Wayne is a Senior Portfolio Manager on the Global Portfolio Transition Management team for Russell Investments Implementation Services and and is responsible for helping to ensure Brett adheres to policies and procedures designed to assure that advice is consistent with our clients' agreed upon investment objectives and guidelines and the firm's fiduciary obligations. Wayne can be reached at 206.505.4466.

Russell Investments Implementation Services, LLC 1301 Second Avenue, 18th Floor Seattle, WA 98101 206.505.7877

FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about Christina Shockley that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement.

Christina Shockley Portfolio Manager Overlay Services Russell Investments

Educational Background and Business Experience: Year of Birth: 1985 Education and Designations:  B.A. (magna cum laude), Economics, DePauw University Business Background (past five years):  2015 to Present - Portfolio Manager

Biography: Christina Shockley is a Portfolio Manager on the Overlay Services Team for Russell Investments. Christina’s primary responsibilities are to design, implement, and manage portfolios for large institutional investors. Strategies include cash securitization, synthetic rebalancing, liquidity management, currency overlays, liability-based solutions, portable alpha, downside protection, non-delta one options, and client- directed hedges. Christina joined Russell Investments in 2007.

Disciplinary Information: There are no legal and / or disciplinary events to report for Christina.

Other Business Activities: There are no outside business activities to report for Christina.

Supervision: Brian Causey is responsible for the supervision and oversight of Christina. Brian is the Director of Overlay Portfolio Management for Russell Investments Implementation Services and is responsible for helping to ensure Christina adheres to policies and procedures designed to assure that advice is consistent with our clients' agreed upon investment objectives and guidelines and the firm's fiduciary obligations. Brian can be reached at 206.505.4466.

Russell Investments Implementation Services, LLC 1301 Second Avenue, 18th Floor Seattle, WA 98101 206.505.7877

FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about Danny Sobba that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement.

Danny Sobba Senior Director, Head of Transition Management Transition Management Russell Investments

Educational Background and Business Experience: Year of Birth: 1965 Education and Designations:  B.S., Mathematics, Western Washington University  Licensed Registered Representative, FINRA Series 7, 24, 66 Business Background (past five years):  March 2020 to Present - Senior Director, Head of Transition Management  2015 to February 2020 - Senior Portfolio Manager

Biography: Danny Sobba is Senior Director, Head of Transition Management for Russell Investments. Danny is responsible for managing the team of individuals who help to develop and implement the strategies for all Russell Investment funds and separate client accounts, day to day management of active transitions and reporting on completed client transitions. Danny and his team also are involved in the sales process serving as product experts for external clients. Danny joined Russell Investments in 1996.

Disciplinary Information: There are no legal and / or disciplinary events to report for Danny.

Other Business Activities: There are no outside business activities to report for Danny.

Supervision: Kelly Mainelli is responsible for the supervision and oversight of Danny. Kelly is the Managing Director, Head of Customized Portfolio Solutions at Russell Investments and is responsible for helping to ensure Danny adheres to policies and procedures designed to assure that advice is consistent with our clients' agreed upon investment objectives and guidelines and the firm's fiduciary obligations. Kelly can be reached at 206.505.4466.

Russell Investments Implementation Services, LLC 1301 Second Avenue, 18th Floor Seattle, WA 98101 206.505.7877

FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about Nick Zylkowski that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement.

Nick Zylkowski, CFA Director, Proprietary Strategies, Equity Customized Portfolio Solutions Russell Investments

Educational Background and Business Experience: Year of Birth: 1985 Education and Designations:  B.A., Mathematical Economics, Pacific Lutheran University  CFA Charterholder, CFA Institute1  Licensed Registered Representative, FINRA Series 7, 66 Business Background (past five years):  March 2020 to Present - Director, Proprietary Strategies, Equity  2015 to February 2020 - Senior Portfolio Manager

Biography: Nick Zylkowski is Director, Proprietary Strategies, Equity for Russell Investments. Nick’s primary responsibilities are managing systematic and quantitative equity portfolios. In this role, Nick has experience in managing all investment strategies within the direct equity management group, with particular expertise in factor based strategies and optimized portfolios. This includes development of investment strategies, portfolio rebalancing, and ensuring investment processes are in place to meet the evolving needs of Russell Investments’ clients. Nick has been in portfolio management roles since 2010. Nick joined Russell Investments in 2005.

Disciplinary Information: There are no legal and / or disciplinary events to report for Nick.

Other Business Activities: There are no outside business activities to report for Nick.

Supervision: Kelly Mainelli is responsible for the supervision and oversight of Nik. Kelly is the Managing Director, Head of Customized Portfolio Solutions at Russell Investments and is responsible for helping to ensure Nik adheres to policies and procedures designed to assure that advice is consistent with our clients' agreed upon investment objectives and guidelines and the firm's fiduciary obligations. Kelly can be reached at 206.505.4466.