Securities Report (Domestic Investment Trust Beneficiary Certificates) - 41st Period (2025/11/11 - 2026/05/11)

Sumitomo Mitsui Trust Asset Management Co., Ltd. Securities Report (Domestic Investment Trust Beneficiary Certificates) – 41st Period (2025/11/11 – 2026/05/11)

This report has been prepared in accordance with the Financial Instruments and Exchange Act, aiming to disclose information to investors of domestic investment trust beneficiary certificates. Our company continues to submit periodic reports to ensure proper fund management and transparent information provision to investors.

The 41st reporting period covers six months, from November 11, 2025, to May 11, 2026. This document provides detailed information on investment strategies, asset composition, performance results, risk factors, and legal compliance during this period.

Total managed assets increased by 0.8% compared to the previous period, reaching approximately 3.82 trillion yen. The company focuses on diversified investments primarily in domestic and international equities and bonds to enhance risk-adjusted returns. Additionally, ESG investment initiatives have been strengthened, with 35% of targeted funds now incorporating some form of ESG criteria.

Going forward, we will continue our efforts toward transparent disclosure and stable asset management to maintain the trust of our investors.