Firm Description Altamont Capital Management LLC (the “Adviser”) is a Registered Investment Advisor based in Asheville, NC and incorporated under the laws of North Carolina. Founded in 2001, Altamont Capital Management, LLC provides investment advice and portfolio management services on a continuing basis, which may include the review of client objectives and goals, recommending asset allocation strategies of managed assets primarily in exchange-listed equity securities, variable annuities and mutual fund shares, corporate bonds, and U.S. Government securities, and/or preparing written investment strategies. Altamont Capital Management, LLC provides investment advisory services through its Investment Advisory Representatives ("IAR") to accounts opened with Altamont Capital Management, LLC. Managed Accounts are available to both retail clients (for example, smaller accounts of individuals, IRAs, trusts and employee benefit plans) and institutional clients (for example, corporate pension plans, corporations and foundations). In addition, some programs will provide for the selection of specific securities to help meet the client’s stated investment objectives or identifying, evaluating, and hiring independent, unaffiliated money management firms on behalf of clients. The Adviser provides continuous investment supervisory services and furnishes advice to clients on matters not involving securities. Principal Owners The Adviser’s principal owners are Harvey Wayne Jenkins, Gerald Edward Towson, Shon Patrick Norris and James Walton Plaster. More specific information regarding our services is as follows: ASSET ALLOCATION THROUGH ADVISOR SERVICES The Adviser offers an asset allocation program through Advisor Services by Savant Wealth Management, an independent investment adviser registered with the Securities and Exchange Commission. Adviser will work with the client to determine the client’s investment objectives, risk and return characteristics and types of investments and provide a written Investment Policy Statement. Adviser assists clients in selecting the investment strategies that are consistent with the client’s investment policy. Adviser evaluates the client’s existing investments with respect to the client’s investment policy and individual performance. We then work with clients to develop a transition plan in order to move from client’s existing asset allocation to the desired asset allocation. Adviser will direct the investment and reinvestment of the assets in the client’s account. We will monitor the performance of the assets as well as the asset allocation strategy and then meet with the client

as requested to review performance reports provided to the client. Adviser provides ongoing investment supervisory services on the client’s behalf. These services include the following: A. Prepare the client’s Investment Policy Statement; B. Review client’s risk profile; C. Recommend options to achieve the client’s financial objectives; D. Implement investment strategies; and E. Report to client and monitor performance of the client’s investments. Adviser has contracted with Savant Wealth Management for services including portfolio management, trade processing, collection of portfolio management fees, report preparation and maintenance, marketing assistance and research, and access to certain institutional class mutual funds and investment strategies. The Adviser will supervise client accounts and otherwise provide services to clients and conduct its activities in a manner that satisfies all applicable conditions of the Investment Advisers Act of 1940 and Rule 3a-4 of the Investment Company Act, including: (i) obtaining information from the client about the client’s particular financial situation and investment objectives (including any reasonable investment restrictions the client may wish to impose on the management of Client’s account); (ii) contacting each client at least annually to determine whether there have been any changes in the client’s financial situation or investment objective, or whether the client wishes to impose any reasonable restrictions on the management of the account or modify an existing restriction in a reasonable manner; and (iii) notifying each client in writing at least quarterly to contact the Company if there have been any changes in the client’s financial situation or investment objectives, or if the client wishes to impose or clarify an investment restriction. RETIREMENT PLAN SERVICES Adviser has contracted with Savant Wealth Management for Retirement Plan 401(k) services, including access to model investment portfolios and administrative and marketing support services. INSURANCE SERVICES Client may request that Adviser assist with procurement of a variety of insurance products. Adviser may offer products for which Adviser will be paid commissions. The Advisors may make referrals to insurance agents who have relationships with insurance companies. Assets Under Management The Adviser provides investment advice to clients on a discretionary basis. As of December 31, 2022, the Adviser’s total assets under management are as follows: Assets Under Management Discretionary: $241,867,350 Non-Discretionary: $0 Total: $241,867,350