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QUARTERLY MARKET SUMMARY <br />For the Quarter Ended March 31, 2025 <br />Multi-Asset Class Management <br />Index or Average Name QTD YTD One Year Three Year Five Year Seven <br />Year Ten Year <br />DOMESTIC EQUITY <br />S&P 500 (TR)-4.27%-4.27%8.25%9.06%18.58%13.24%12.49% <br />Russell 3000 -4.72%-4.72%7.22%8.21%18.17%12.48%11.79% <br />Russell 1000 Growth -9.97%-9.97%7.76%10.09%20.07%16.07%15.11% <br />Russell 1000 -4.49%-4.49%7.82%8.65%18.45%12.94%12.17% <br />Russell 1000 Value 2.14%2.14%7.18%6.64%16.14%9.18%8.79% <br />Russell Midcap -3.40%-3.40%2.59%4.61%16.27%9.17%8.82% <br />Russell Midcap Growth -7.12%-7.12%3.57%6.16%14.86%10.55%10.13% <br />Russell Midcap Value -2.11%-2.11%2.27%3.78%16.69%7.78%7.61% <br />Russell 2000 Growth -11.12%-11.12%-4.86%0.78%10.77%5.03%6.14% <br />Russell 2000 -9.48%-9.48%-4.01%0.52%13.26%5.41%6.29% <br />Russell 2000 Value -7.74%-7.74%-3.12%0.05%15.30%5.31%6.07% <br />INTERNATIONAL EQUITY <br />MSCI EAFE 6.86%6.86%4.88%6.05%11.76%5.32%5.39% <br />MSCI AC World -1.32%-1.32%7.15%6.91%15.17%9.14%8.83% <br />MSCI AC World ex USA 5.23%5.23%6.09%4.48%10.91%4.46%4.97% <br />MSCI AC World ex USA Small Cap 0.64%0.64%1.87%0.99%11.83%3.22%5.32% <br />MSCI EM (Emerging Markets)2.93%2.93%8.09%1.44%7.94%1.59%3.70% <br />ALTERNATIVES <br />FTSE Nareit/Equity REITs - INV 0.91%0.91%9.94%-0.61%11.33%7.21%5.33% <br />MSCI U.S. REIT Index (Net)0.76%0.76%8.98%-1.77%10.04%5.97%4.01% <br />S&P Global Infrastructure Index 4.60%4.60%18.80%6.09%13.81%7.37%6.48% <br />Bloomberg Commodity Index 8.88%8.88%12.28%-0.77%14.51%5.44%2.77% <br />FIXED INCOME <br />Bloomberg U.S. Aggregate 2.78%2.78%4.88%0.52%-0.40%1.58%1.46% <br />Bloomberg U.S. Government/Credit 2.70%2.70%4.66%0.45%-0.34%1.73%1.58% <br />Bloomberg U.S. Intermediate Government/Credit 2.42%2.42%5.65%2.18%0.86%2.18%1.81% <br />Bloomberg U.S. Treasury (1-3 Y) 1.62%1.62%5.42%2.84%1.14%1.96%1.49% <br />ICE BofA U.S. High Yield 0.94%0.94%7.60%4.83%7.21%4.80%4.91% <br />Bloomberg Global Aggregate ex-USD 2.53%2.53%1.46%-3.47%-2.35%-2.17%-0.18% <br />CASH EQUIVALENT <br />Bloomberg 3 Month T-Bill 1.04%1.04%5.02%4.31%2.60%2.49%1.90% <br />Source: Investment Metrics. Returns are expressed as percentages. Please refer to the last page of this document for important disclosures relating to this material. <br /> For Institutional Investor or Investment Professional Use Only - This material is not for inspection by, distribution to, or quotation to the general public.2.1