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MEDIA STATEMENT

Rd R# Sgjrf 6$KejswgKrdR#Sgjrf6$ KejswgK MEDIA STATEMENT T. rowe PRICE UPDATE ON PLANS TO ESTABLISH T. rowe PRICE INVESTMENT MANAGEMENT Baltimore: August 9, 2021 The T. rowe Price Funds Board has approved adding T. rowe Price Investment Management (TRPIM), the f irm s planned new SEC-registered investment adviser with a f ully independent investment capability, as a subadviser for certain T. rowe Price funds. We established March 7, 2022, as the effective date when the firm will transition management of several strategies to TRPIM.

The affected strategies are US Capital Appreciation, US Mid-Cap Growth Equity, US Small -Cap Core Equity (U.S. mutual fund name is the T. Rowe Price Small -Cap Stock Fund), US Small-Cap Value Equity, US Smaller Companies Equity, and US High Yield Bond.

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BlackRock Equity Index T - T. Rowe Price

www.troweprice.com

The Fund is an "index fund" that seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of its Underlying Index (defined below). The Fund is a collective investment trust maintained and managed by BlackRock Institutional Trust Company, N.A. ("BTC").

  Fund, Blackrock

Mutual Fund Transfer - T. Rowe Price

www.troweprice.com

Liquidating a CD prior to maturity may result in an early withdrawal penalty. In order to transfer at the maturity date, this form must be received 15–30 days prior to maturity. B: Liquidation—Transfer Dollar Amount or Number of Partial Shares Listed Below: 1. Investment Name Account Number/Plan ID: Dollar

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Ownership Change - T. Rowe Price

www.troweprice.com

owner(s) wish to change the beneficiary designation, they must complete a Beneficiaries—Transfer on Death form and a New Account form. A death certificate may be needed. See the Ownership Change Due to Life Events guide. 3 Mutual Fund Accounts 3A Originating Account Check one: Ownership change of all accounts with the same ownership.

  Guide, Change, Ownership, Ownership change

T. ROWE PRICE INVESTMENT SERVICES, INC. FORM CRS

www.troweprice.com

Firm Brochure (“TRPAS Firm Brochure”) and the T. Rowe Price Retirement Advisory Service Part 2A of Form ADV Brochure (“ TRP Retirement Advisory Service Brochure ”). If you enroll in our discretionary advisory services, you will open a brokerage account with our affiliate, T. Rowe Price Investment

  Form, Part, Brochure, Part 2a, Form adv brochure

2020 ANNUAL REPORT - T. Rowe Price

www.troweprice.com

Diversity, Equity, and Inclusion in the Spotlight ... § Report data on diversity of the employee population and greenhouse gas emissions (including material scope 3 emissions). ... catalyst for considering environmental, social and governance factors in the investment process.

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T. Rowe Price College Savings Plan Customer Account …

www.troweprice.com

Account from a prior 529 distribution for the same Beneficiary, there have been no other rollovers for the same Beneficiary in the previous 12 months. Any contributions to this Account that are rollovers from a Coverdell Education Savings Account, a qualified U.S. savings bond, or a prior 529 plan distribution will be disclosed as such and the

  College, Savings, College savings

Employer-Sponsored Retirement Plan Participant Account

www.troweprice.com

(7) Custodial Account Agreement or, for Individual 401(k) plans, I have accessed the T. Rowe Price Individual 401(k) Plan Basic Plan Document and I agree to the terms and conditions set forth in the governing documents for my plan type and this form, and I establish this account pursuant to such terms and conditions.

  Form, Individuals, Account, Employers, Sponsored, Participant, Account participant, Employer sponsored

Mutual Fund Qualified Charitable Distribution—IRA

www.troweprice.com

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  Organization, Distribution, Fund, Mutual, Qualified, Qualifying, Charitable, Mutual fund qualified charitable distribution ira

2022 U.S. RETIREMENT MARKET OUTLOOK RETIRE WITH C …

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Beneficiaries — Transfer on Death

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Beneficiaries are listed on a per capita basis. If you are naming beneficiaries for an account held by joint owners with rights of survivorship, the beneficiary designation will carry over to

  Beneficiaries

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