ROBOPRO Fund Achieves No. 1 Ranking in Monthly Fund Inflows for Balanced Funds (Excluding Unit-Type/Limited Additional Subscription) in March 2026

FOLIO Co., Ltd. (Headquarters: Chiyoda-ku, Tokyo; Representative Director: Moribumi Yotsumoto; hereinafter "FOLIO"), a subsidiary of FOLIO Holdings Co., Ltd., which provides innovative financial solutions within the SBI Group, announced that its publicly offered investment trust, "ROBOPRO Fund," for which it provides investment advice, achieved the No. 1 ranking in terms of monthly fund inflows for March 2026, totaling 37.32 billion yen, within the balanced fund category (excluding unit-type and limited additional subscription types). This marks its fourth consecutive month at the top position since December 2025. Since January 2020, FOLIO has offered "ROBOPRO®" AI investment, characterized by its ability to dynamically change investment allocations by predicting market upturns and downturns using AI. The "ROBOPRO Fund," established in December 2023, is operated by SBI Okasan Asset Management Co., Ltd., with investment advice provided by FOLIO based on the "ROBOPRO" investment strategy. The "ROBOPRO Fund" demonstrates strong performance, leveraging AI-driven agile rebalancing as its strength among balanced funds that diversify investments across multiple assets. As of March 31, 2026, its total net assets reached 342.8 billion yen. The standard price after dividend payments was 14,384 yen (total dividends paid since inception: 700 yen), and it updated its highest standard price on March 3rd of the same month. The expansion of distributors is also progressing, with the fund currently handled by 22 securities companies and 19 banks (as of April 1, 2026). Driven by strong performance, the "ROBOPRO Fund" has ranked high in investment trust sales rankings at multiple distributors, including online securities firms and regional banks. As a result, its monthly fund inflow for March 2026 was 37.32 billion yen, securing the No. 1 position (*) in the balanced fund category (excluding unit-type and limited additional subscription types) for the fourth consecutive month. Furthermore, in 2025, it achieved the top position in monthly fund inflows within the balanced fund category (excluding unit-type and limited additional subscription types) a total of 6 times (June, July, August, September, October, and December 2025). The AI investment expertise cultivated by FOLIO through "ROBOPRO" is also utilized in "SBI Wrap AI Investment Course" (SBI SECURITIES Co., Ltd.), "Himegin Wrap / ROBO PRO AI Wrap" (Ehime Bank, Ltd.), and "Ashigin Investment Management Service STORY AI Course" (Ashikaga Bank, Ltd.). As an investment advisor, in addition to the "ROBOPRO Fund," FOLIO is involved in the management of other publicly offered investment trusts, such as the "SBI Okasan NASDAQ AI Active Fund" established by SBI Okasan Asset Management Co., Ltd., and the unit-type publicly offered investment trust "Goldman Sachs Corporate Bond / FOLIO AI Multi-Asset Strategy Fund 2025-05" established by Sumitomo Mitsui DS Asset Management Co., Ltd. Moving forward, FOLIO will continue to expand and enhance AI-driven asset management and contribute to the asset formation of even more individuals by providing financial solutions through a multifaceted approach. (*) - Aggregated by FOLIO based on QUICK data (preliminary figures as of end of March 2026). - Refers to domestic publicly offered investment trusts classified as "Balanced" by QUICK Investment Trust Classification (excluding unit-type and limited additional subscription types). - Excludes ETFs, DC/wrap/SMA-exclusive funds, and employee asset formation benefit funds. ※ "ROBOPRO®" is a registered trademark of FOLIO Co., Ltd. [Disclosure regarding the Financial Instruments and Exchange Act, etc.] Trade name, etc.: FOLIO Co., Ltd., Financial Instruments Business Operator Registration number: Kanto Local Finance Bureau (Kinsho) No. 2983 Member Associations: Japan Securities Dealers Association, The Investment Trusts Association, Japan There are no account opening or management fees for FOLIO's comprehensive securities accounts. Investments in products handled by FOLIO may incur prescribed fees and necessary expenses for each product. Furthermore, financial product transactions may result in losses due to fluctuations in stock prices, exchange rates, interest rates, and other indicators, potentially falling below the principal investment. Please carefully review the contents of documents delivered prior to contract conclusion when entering into a contract. For details on fees and risks, please visit: https://folio-sec.com/support/terms/transaction-fees ■ About FOLIO Holdings Co., Ltd. FOLIO Holdings is committed to its mission of "Designing Tomorrow's Finance," aiming to create a prosperous future by generating financial solutions required by society. Currently, it holds FOLIO Co., Ltd., which provides discretionary investment management solutions and investment advisory services to general customers and financial institutions, and AlpacaTech Co., Ltd., which develops solutions related to investment, operation, research, analysis, and system integration for the financial industry. Under the strong business synergy of these two companies, FOLIO Holdings is expanding its financial solutions utilizing advanced technological capabilities. Going forward, the group will continue to earnestly address the challenges faced by customers and society, design new solutions with its strengths in technology and creativity, and provide value to a wider range of stakeholders. FOLIO Holdings is a group company of SBI Holdings, Inc., which is listed on the Prime Market of the Tokyo Stock Exchange and owns SBI SECURITIES. Headquarters: 4F Kyoritsu Building Ichibancho, 16-1 Ichibancho, Chiyoda-ku, Tokyo Business activities: Management and incidental operations of group companies Representative: Shinichiro Kai, Representative Director, President and CEO Established: April 1, 2019 URL: https://folio-hd.com ■ About FOLIO Co., Ltd. Headquarters: 4F Kyoritsu Building Ichibancho, 16-1 Ichibancho, Chiyoda-ku, Tokyo Business activities: Type I Financial Instruments Business, Investment Management Business, Investment Advisory and Agency Business Registration number, etc.: Financial Instruments Business Operator, Kanto Local Finance Bureau (Kinsho) No. 2983 Member Associations: Japan Securities Dealers Association, The Investment Trusts Association, Japan Representative: Moribumi Yotsumoto, Representative Director Established: December 10, 2015