Balanced Fund (Excluding Lump-Sum/Limited Additional Investment Type) Monthly Net Inflow Ranking: "ROBOPRO Fund" Takes 1st Place (June 2026)

FOLIO Inc. (Headquarters: Chiyoda-ku, Tokyo; President and CEO: Morifumi Yotsumoto; hereinafter "FOLIO"), a subsidiary of SBI Holdings, Inc. that provides innovative financial solutions within the SBI Group, is pleased to announce that its advisory investment trust fund "ROBOPRO® Fund" ranked first in the balanced fund category (excluding lump-sum/limited additional investment type) for monthly net inflows in June 2026, with ¥20.27 billion. This marks the seventh consecutive month at the top since December 2025.

FOLIO has been offering "ROBOPRO," an AI investment service characterized by its ability to predict market rises and falls and dynamically adjust investment allocations, since January 2020. The "ROBOPRO Fund," established in December 2023, is advised by FOLIO based on the "ROBOPRO" investment strategy and managed by SBI Okasan Asset Management Co., Ltd.

"ROBOPRO Fund" leverages AI for agile rebalancing among its strengths as a balanced fund that diversifies investments across multiple assets, demonstrating strong performance. As of June 30, 2026, its total net assets reached ¥429.3 billion. The net asset value per unit after dividend payments is ¥15,248 (total dividends paid since inception: ¥900), and the net asset value per unit reached a record high on the 3rd of the same month.

The number of sales partners is also expanding, with the fund currently handled by 22 securities firms and 24 banks (as of July 1, 2026). Driven by its strong performance, "ROBOPRO Fund" has secured top rankings in investment trust sales rankings at multiple sales partners, including online securities firms and regional banks.

As a result, monthly net inflows for June 2026 amounted to ¥20.27 billion, marking the seventh consecutive month in first place (*) in the balanced fund category (excluding lump-sum/limited additional investment type). Since June 2025, it has achieved the top spot for monthly net inflows a total of 12 times (June, July, August, September, October, December 2025, and January, February, March, April, May, June 2026).

FOLIO's expertise in AI investment cultivated through "ROBOPRO" is also utilized in "SBI Wrap AI Investment Course" (SBI Securities Co., Ltd.), "Himegin Wrap / ROBO PRO AI Wrap" (The Ehime Bank, Ltd.), and "Ashigin Investment Advisory Service STORY AI Course" (The Ashikaga Bank Ltd.). In addition to "ROBOPRO Fund," as an investment advisor, FOLIO is involved in the management of other public investment trusts, such as "SBI Okasan NASDAQ AI Active Fund," established on June 28, 2024, by SBI Okasan Asset Management Co., Ltd., which is showing strong performance, and "Sumitomo Mitsui DS·FOLIO·AI Multi-Asset Fund (Nickname: Future Guide)," established on April 7 this year by Sumitomo Mitsui DS Asset Management Co., Ltd.

Moving forward, FOLIO will continue to expand and enhance its AI-driven asset management services and provide financial solutions through a multifaceted approach, contributing to the asset building of a wider range of individuals.

(*) Data compiled by FOLIO based on QUICK data (as of the end of June 2026, preliminary figures). Domestic public investment trusts classified as "Balance" by QUICK's fund classification (excluding lump-sum/limited additional investment type). Excludes ETFs, DC/Wrap/SMA-only funds, and Zaikin-Kyufukin funds.

"ROBOPRO®" is a registered trademark of FOLIO Inc.

[Information Pursuant to the Financial Instruments and Exchange Act, etc.]

Company Name: FOLIO Inc. Financial Instruments Firm Registration Number: Kanto Local Finance Bureau Director (Kinsho) No. 2983 Memberships: Japan Securities Dealers Association, Investment Trusts Association, Japan

<Regarding Fees and Risks>

FOLIO's comprehensive securities account opening and management fees are free of charge.

When investing in products handled by FOLIO, you may be required to bear certain fees and expenses for each product. Additionally, transactions in financial instruments carry the risk of losses due to fluctuations in stock prices, exchange rates, interest rates, and other indicators, and may result in a loss of principal.

Please review the pre-contract disclosure documents carefully before entering into an agreement.

Details of fees and risks can be found here: https://folio-sec.com/support/terms/transaction-fees

About FOLIO Holdings, Inc.

FOLIO Holdings, Inc., with the mission "Designing Tomorrow's Finance," aims to realize a prosperous future by creating financial solutions required by society. Currently, it oversees FOLIO Inc., which provides discretionary investment management solutions and investment advisory services to individual customers and financial institutions, and AlpacaTech Inc., which develops investment, management, research, analysis, and system integration solutions for the financial industry. Leveraging the strong business synergy between these two companies, it is expanding its financial solutions utilizing advanced technological capabilities. The company will continue to address the challenges of its customers and society with sincerity, design new solutions with the technological prowess and creativity that are the strengths of its group, and provide value to a wider range of stakeholders. FOLIO Holdings, Inc. is a group company of SBI Holdings, Inc., which is listed on the Prime Market of the Tokyo Stock Exchange and has SBI Securities under its umbrella.

Head Office Location: Kyodo Building Ichibancho 4F, 1-16-1 Ichibancho, Chiyoda-ku, Tokyo Business Activities: Management of group companies and related operations Representative: Shinichiro Kai, President and CEO Established: April 1, 2019 URL: https://folio-hd.com

Company Profile of FOLIO Inc.

Head Office Location: Kyodo Building Ichibancho 4F, 1-16-1 Ichibancho, Chiyoda-ku, Tokyo Business Activities: Type 1 Financial Instruments Business, Investment Management Business, Investment Advisory and Agency Business Registration Numbers, etc.: Financial Instruments Firm, Kanto Local Finance Bureau Director (Kinsho) No. 2983 Memberships: Japan Securities Dealers Association, Investment Trusts Association, Japan Representative: Morifumi Yotsumoto, President and CEO Established: December 10, 2015 URL: https://folio-sec.com