Nexannuity Asset Management, L.p.

NexAnnuity Asset Management, L.P. is an SEC-registered investment adviser established in January 2021. The firm primarily provides investment management services to its affiliated insurance company, Ohio State Life Insurance Company (OSLIC). NexAnnuity focuses on investing in fixed and variable rate fixed income instruments for OSLIC's general account in accordance with the Texas Insurance Code and the Investment Management Agreement. The firm has discretionary authority over investments, tailoring its advice to meet client needs within regulatory and governing document limitations. NexAnnuity expects to receive compensation in the form of fees based on a percentage of assets under management. The firm does not plan to have retail clients and primarily serves insurance companies, including OSLIC. Investment strategies include High Grade, Bank Loan Strategy, Floating Rate Loan Strategy, and Structured Products. NexAnnuity utilizes fundamental and technical analysis methods, following a value-oriented, long-term approach. The firm's investment philosophy combines bottom-up research with top-down technical market analysis. NexAnnuity has no disciplinary information to disclose and engages in soft dollar arrangements for research services. Clients receive periodic reporting and account statements directly from the custodian. The firm exercises investment discretion for OSLIC's general account and votes proxies in the best economic interests of clients. Clients can obtain a copy of the proxy voting policy by contacting the Chief Compliance Officer. There are no financial conditions likely to impair NexAnnuity's ability to meet contractual commitments to clients.