AGREEMENT TO ACQUIRE A MAJORITY INTEREST IN KEYSTONE NATIONAL GROUP George R. Aylward President and Chief Executive Officer Michael A. Angerthal Executive Vice President and Chief Financial Officer December 5, 2025 IMPORTANT DISCLOSURES The company references non-GAAP financial measures in this presentation. Management believes that these non-GAAP financial measures reflect the company's operating results from providing investment management and related services to individuals and institutions and uses thes ...