VESTMARK ADVISORY SOLUTIONS, INC.

VAS extends its services to independent Financial Advisors, including financial institutions, broker-dealers, and registered investment advisors, who manage their own clients' accounts. VAS offers sub-advisory services carried out on the client's account under the Financial Advisor’s guidance and may occasionally engage directly with the client. Besides sub-advisory services, VAS provides Financial Advisors with various advisory tools, with the selection of VAS services and programs, including integration with third-party service providers, at the Financial Advisor's discretion. VAS also communicates and meets with the Financial Advisor client, designates a custodian and/or broker dealer for the Financial Advisor client, and delivers Brochures of participating Managers to the Financial Advisor clients. VAS considers restrictions with respect to specific securities for individual accounts where it is contractually obligated. Financial Advisors pay VAS a portion of the investment advisory fee received from their clients for allocated assets. As of December 31, 2024, VAS had $10,019,300,000 in total regulatory assets under management.

VAS makes available strategies of Managers who purchase and sell securities or recommend the purchase and sale of securities. Each Manager determines in which markets to invest and which securities to trade within a strategy. Each strategy carries unique risks. VAS also manages its own Direct Index strategies. VAST is a portfolio management service focused on personalized investing and individual tax management which provides tax loss harvesting for portfolios aligned to their model as well as those undergoing tax transition. VAST can manage client assets through the use of single or multi sleeve portfolios, with or without tax management, funded with cash, securities or a combination of both.

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