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Past performance is not indicative of future results. Returns are preliminary and unaudited; they are presented after the deduction of actual trading expenses incurred, gross of management fees, and include the reinvestment of all income. Actual net returns will be reduced by investment advisory fees. Westfield’s products are evaluated against the Russell Growth indices, unless noted otherwise, which are designed to measure specific market capitalizations of the U.S. growth equity universe. The portfolio’s holdings, characteristics, and performance may differ substantially from the index and will therefore have different risk and reward profiles. Differences in investment restrictions, timing and frequency of contributions and withdrawals, as well as other factors, may also cause individual account performance to differ substantially from the index or strategy composite. Stock performance is based on price movement during the time period(s) specified. Our current disclosure statement and fee schedules are set forth in Part 2A of Form ADV, which is available upon request. A GIPS Compliant Presentation also is available upon request.

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Westfield Capital Management Company, L.P.
Date Approved: 04/23/2025