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Investment Type: separateaccount

SmallCap S&P 600 Index Separate Account-Z

Quick Facts Inception Date: 08/31/1999 Morningstar Category: Small Blend Total Net Assets (mil): $5,838.45	Investment Strategy    What's this? The investment seeks long-term growth of capital and normally invests the majority of assets in common stocks of companies that compose the S&P SmallCap 600 Index. Management attempts to mirror the investment performance of the index by allocating assets in approximately the same weightings as the S&P 600 Index. Over the long-term, management seeks a very close correlation between the performance of the Separate Account before expenses and that of the S&P 600 Index.
Morningstar Style Box™   as of 08/31/2025    What's this?	Overall Morningstar Star Rating™   as of 09/30/2025    What's this? Out of 568 Small Blend Funds Morningstar's Star Ratings reflect risk adjusted performance and are derived from a weighted average of the performance figures associated with its three, five, and ten-year (if applicable) time periods.

Total Returns

Month-End | Quarter-End

Average Annual Total Returns as of 10/31/2025

1 Month 3 Month YTD 1 Year 3 Year 5 Year 10 Year Since      Inception* Total Return % -0.81 7.25 3.48 5.65 8.21 12.08 9.23 9.56 Standard & Poor's 600 Stock Index % --- --- --- --- --- --- --- --- Small Blend Category % --- --- --- --- --- --- --- --- Morningstar Percentile Rankings** --- --- --- --- --- --- --- --- # of Funds in Category --- --- --- --- --- --- --- ---

* Inception Date: 08/31/1999

**Morningstar percentile rankings are based on total returns.

Expenses   as of 10/31/2025 Total Investment Expense - Gross: 0.03% Total Investment Expense - Net: 0.03% Total Investment Expense Gross Per $1,000 Invested: $0.30

Inv Manager or Sub-Advisor

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Principal Global Investors

Portfolio Managers

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Aaron J. Siebel Since 10/15/2018 B.A. , University of Iowa

Tyler O'Donnell Since 08/01/2023