US Index Update

Research evidence excerpt

US Index Update

Global Quantitative and Derivatives Strategy Team Min Moon

Week of Jul 27, 2026 As of Jul 31, 2026 (Close) g +1 (212) 272 ,8456 min.k.moon@jpmorgan.comg

Monday, August 3, 2026

• SP600 ADI Global Distribution Inc. (NYSE: ADIG) will be added to the S&P SmallCap 600 effective prior to the opening of trading on Tuesday, August 4, replacing Hertz Global Holdings Inc. (NASD: HTZ). S&P SmallCap 600

constituent Resideo Technologies Inc. (NYSE: REZI) is spinning off ADI Global Distribution in a transaction to be completed August 4.

Tuesday, August 4, 2026

• SP500 Ferguson Enterprises Inc. (NYSE: FERG) will replace Electronic Arts Inc. (NASD: EA) in the S&P 500 effective prior to the opening of trading on Wednesday, August 5. An investor consortium comprised of Public Investment

Fund, Silver Lake, and Affinity Partners are acquiring Electronic Arts in a deal expected to be completed soon, pending final conditions.

• SP600 Hertz Global Holdings is no longer representative of the small-cap market space.

• NDX Due to its pending acquisition, Electronic Arts Inc. (EA) is expected to delist and will be removed from the Index prior to market open on Wednesday, August 5, 2026. In accordance with the current methodology, the security will

not be replaced.

• R1000 PIF, Silverlake, and Affinity Partners (privately held; not in the FTSE Russell Indexes) will acquire Electronic Arts for cash. In the transaction, each share of Electronic Arts will be exchanged for $210.00 in cash. The merger was

approved at Electronic Arts’ shareholder meeting on December 22, 2025. Electronic Arts will be removed from the FTSE Russell Indexes upon completion of the merger.

Shares Out (M) Indexer Flows S&P Index

Index Announcement Effective on Current New Weight Days to