U.S. Investor Study Charting the democratization of the U.S. investor Investor Trends Evidence-based insight on U.S. investors PUBLISHED 2022 2 | BROADRIDGE This Broadridge study provides unprecedented, evidence-based insights about U.S. investors who purchase equities, mutual funds and ETFs through financial intermediaries. Following our earlier studies, this study expands upon how investor assets are shifting across wealth tiers, generations, investment products, channels and U.S. regions from 2017 through 2020. This study explores: • The impact of market growth across demographics • The accelerating democratization of investing • Shifts in product ownership, particularly ETFs • Changes across channels

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