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For existing institutional investor client use only. Not for public distribution. The information contained herein is confidential and proprietary to SEI and is not to be reproduced or made available in any form to any persons without the express prior written consent of SEI. 3 ©2023 SEI Source: SEI Capital Market Assumptions. Please see important disclosures at the beginning of this section and at the back of the presentation. Santa Barbara Hospice Foundation – Sample IPS Compliant Portfolio Asset Class IPS Portfolio U.S. Large Cap Equity 20 U.S. Large Cap Equity Index 7 U.S. Small / Mid Cap Equity 7 US Small/Mid Cap Equity Index 3 International Developed Equity 20 Emerging Markets Equity 6 Liquid Credit 8 Global Private Assets 12 Directional Hedge 5 Total Return Enhancement 88 Core Fixed Income 10 Total Risk Management 10 Private Real Estate 2 Total Inflation Hedge 2 TOTAL 100 7.8- 8.8% 17.2% IPS Portfolio Expected Return and Risk Expected Return Expected Risk -16.4% IPS Portfolio Poor Outcome Scenario 81% 7% 12% IPS Portfolio Portfolio Liquidity Liquid Semi-liquid Illiquid