Securities Report (Domestic Investment Trust Beneficiary Certificates) - Period 4 (2025/03/27 - 2026/03/26)

Sumitomo Mitsui Trust Asset Management Co., Ltd. Securities Report (Domestic Investment Trust Beneficiary Certificates) - Period 4 (2025/03/27 - 2026/03/26)

This document is a Securities Report submitted by Sumitomo Mitsui Trust Asset Management Co., Ltd. in accordance with the Financial Instruments and Exchange Act, intended for information disclosure regarding domestic investment trust beneficiary certificates. The reporting period covers the fourth fiscal period from March 27, 2025, to March 26, 2026.

As an asset management firm, the company supports individual and institutional investors in asset formation through the establishment and management of investment trusts. This report details investment performance during the period, changes in investment policies, asset allocation, fee structures, risk factors, and financial statements.

Particular attention is given to disclosures on responses to changing market conditions, portfolio rebalancing activities, allocation ratios to domestic and international equity and bond markets, and foreign exchange risk management methods. The report also addresses compliance frameworks and internal control systems, enhancing governance transparency.

In addition to being filed with the Financial Services Agency, this report is publicly available on the company’s official website, allowing investors and stakeholders open access. To ensure accuracy and timeliness of information, the report has undergone audit by an independent auditing firm.

Going forward, the company will continue to strengthen information disclosure and promote sound asset management practices to maintain investor trust.