Description Logia Portfolio Management LLC CRD #269963 (“Logia”) is registered as an investment adviser with the United States Securities and Exchange Commission. Logia was formed in 2015 and is a Kansas-based Limited Liability Company. Logia’s principal office and place of business is located at 15100 Rosewood Street, Leawood, KS 66224. Regular business hours are from 9:00am to 5:00pm Monday through Friday. The firm can be contacted by phone at 844-882-0193. Logia is an affiliate of Sunflower Bank, N.A. (“Sunflower Bank”), a national bank currently headquartered in Texas. Both Logia and Sunflower are wholly owned subsidiaries of FirstSun Capital Bancorp (“FirstSun”), a publicly held company (OTCQX: FSUN). FirstSun is the firm’s majority owner. As of December 31, 2023, Logia manages client assets on a discretionary basis of $713,573,169. Services Logia currently operates as a non-discretionary investment advisor for its institutional client and affiliate, Sunflower Bank (“Affiliate” means any entity that is controlled by, controls, or is under common control with Logia). No investment discretion is taken with regard to our Affiliates’ client accounts, as Sunflower Bank determines how to utilize the advice. Logia develops investment objectives and the investment models to support client objectives. Logia delivers the objective and their associated models available to their client via software. The software allows the client the capability to associate each of their customers to the appropriate model and objective to automate the rebalancing and trading processes. Recommendations are generally limited to the following types of investments: individual stocks, fixed-income securities, mutual funds, and exchange-traded funds (“ETFs”). Developing

the objectives and associated models Asset Allocation Logia will obtain the information necessary to forecast the capital market assumptions it needs to analyze the value of each asset type and asset class. Logia will then quantify risk return trade-offs. The resulting asset allocation will be different for each investment objective. The goal of the process is to align the allocation and objective to achieve a specific level of historical volatility. The client will then use this information to assign the customer to the appropriate risk objective and model. Program Selection Logia will use both passive and actively managed solutions to fulfill the asset classes determined in the asset allocation process. Logia will develop some of the program solutions and will work with contracted sources for third party programs and products. Manager and Product Selection Logia will work with contracted sources to assemble managers and / or products that can fulfill a particular client objective. Logia will also analyze managers in combination to see the resulting risk and return metrics of the portfolio. Logia will monitor these risk and performance metrics of each manager and how they work in concert in the resulting portfolios. Portfolio Management Logia will act as the portfolio manager. As the portfolio manager, we will implement the programs and managers described above which may include creating passive or semi- passive portfolios that will be used in conjunction with the Active Managers/Products. We will implement the solutions of third-party managers under the agreements we have with the third-party manager and the client. Model Management Logia will maintain the portfolio models for each risk objective.