US Index Update

Research evidence excerpt

US Index Update

Global Quantitative and Derivatives Strategy Team Min Moon

Week of Jul 6, 2026 As of Jul 6, 2026 (2:30 PM) g +1 (212) 272 ,8456 min.k.moon@jpmorgan.comg

Wedndesday, July 8, 2026

• R1000 Forgent Power Solutions is distributing its common stock in a public offering. Forgent Power Solutions shareholders will offer 29,094,000 shares and Forgent Power Solutions will offer 14,555,000 shares of its common stock.

FTSE Russell has determined the equity offering satisfies the criteria for an intra-quarter update. The equity offering will be effective in the FTSE Russell Indexes on July 8, 2026 (after the close).

Shares Out (M) Indexer Flows S&P Index

Index Announcement Effective on Current New Weight Days to

Event Date Close of Ticker Name (Sector**) Event Detail Last Price Wgt Wgt Change Gross Net Trade Old New Shares Shares Rank IWF

(M) (M)

S&P 400 Add 2-Jul-26 6-Jul-26 MFP Midera Food Processing Inc Spin-off from MIDD $ 33.90 0.00 45.21 0.92

S&P 400 Delete 2-Jul-26 7-Jul-26 MFP Midera Food Processing Inc Moving to S&P 600 $ 33.90 45.21 0.00 -4.37 0.14 0.92

S&P 600 Delete 2-Jul-26 7-Jul-26 RWT Redwood Trust (FN) Discretionary removal $ 4.39 125.22 0.00 0.031% 0.000% -0.031% -13.80 (13.80) (6.53) 593.00 1.00

S&P 600 Add 2-Jul-26 7-Jul-26 MFP Midera Food Processing Inc Spin-off from MIDD $ 33.90 0.00 45.21 0.000% 0.078% 0.078% 4.51 0.14 0.00 0.92

S&P 600 Delete 2-Jul-26 13-Jul-26 WSR Whitestone Rei (RE) Acquired by ARES $ 18.98 51.39 0.00 0.047% 0.000% -0.047% -4.88 (4.88) (6.75) 557.00 0.88

S&P 600 Add 2-Jul-26 13-Jul-26 LEU Centrus Energy-A (EN) Replacing WSR $ 174.96 0.00 18.95 0.000% 0.183% 0.183% 2.05 2.05 2.32 0.00 1.00

R1 S Inc Confirmed 6-Jul-26 DLR Digital Realty Equity Offering $ 172.77 348.74 361.04 0.37 0.37 0.10