Robertson Stephens is a Delaware limited liability company and a wholly-owned subsidiary of Robertson Stephens Holdings, LLC. Robertson Stephens has been in business and registered with the SEC since 2017. Robertson Stephens offers investment advisory services including investment management, investment consulting, pension consulting, portfolio asset allocation, and due diligence and performance monitoring of professional money managers. Robertson Stephens provides advice on the management of investments in equities, fixed income, mutual funds, exchange-traded funds, options, and private funds, including hedge funds, fund of funds, private equity funds and other similar investments. Robertson Stephens offers additional advisory services such as financial planning, cash management, tax and estate planning, insurance planning, risk management, retirement planning, financial education, family office services, financial reporting, and administration. Robertson Stephens also offers tax management and compliance services to clients. Investment management services are offered on a discretionary and non-discretionary basis as described in the client's investment advisory agreement. Robertson Stephens’ investment advisory services are provided to clients through its investment advisor representatives ("Advisors"). Advisors provide individualized investment advice based on the client's investment profile, including, but not limited to, their financial situation, goals and risk tolerance, which in turn are based on financial records provided by clients, responses to questionnaires, and/or client interviews. Advisors assess and analyze each client's financial situation and investment objectives and develop an asset allocation plan, investment policy statement, financial plan or other similar statement of work which is reviewed with clients. Advisors implement this plan as agreed to by the client. Clients may impose restrictions on investing in certain securities or types of investments. There is an inherent conflict of interest for Robertson Stephens whenever a financial plan recommends use of professional investment management services or the purchase of insurance products or other financial products or services through Robertson Stephens or its affiliates because Robertson Stephens or certain of its Advisors and affiliates may receive compensation for financial planning as well as for the provision of investment management services, the sale of insurance and/or other products and services. Robertson Stephens does not make any representation that these products and services are offered at the lowest available cost and the client may be able to obtain the same products or services at a lower cost from other providers. However, the client is under no obligation to accept any of the recommendations of Robertson Stephens or use the services of Robertson Stephens. Portfolio management strategies may be implemented by third-party professional money managers or sub-advisors. Robertson Stephens performs the necessary due diligence to evaluate the selection, performance and suitability

of money managers. These money managers will have full investment discretion and trading authority. Advisors will also provide ongoing advice and monitoring relating to the services of the money manager. Robertson Stephens’ portfolio management services may include an investment of a client’s assets in one or more model portfolios developed by Robertson Stephens. These models are designed for investors with varying degrees of risk tolerance ranging from a more aggressive investment strategy to a more conservative investment approach. Robertson Stephens may utilize sub-advisors, who are completely independent and unaffiliated with either Robertson Stephens or the Advisor. When managing client portfolios, Advisors and sub- advisors may therefore provide advice on other investment advisors. Robertson Stephens may also offer advice on investing in alternative strategies such as hedge funds, funds of funds, private equity, venture capital funds and other similar investment vehicles. Advisors may also provide direct portfolio management services as agreed to by clients. IRA Rollover Recommendations Effective December 20, 2021 (or such later date as the US Department of Labor (“DOL”) Field Assistance Bulletin 2018-02 ceases to be in effect), for purposes of complying with the DOL’s Prohibited Transaction Exemption 2020-02 (“PTE 2020-02”) where applicable, we are providing the following acknowledgment to you. When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours. Under this special rule’s provisions, we must:
• Meet a professional standard of care when making investment recommendations (give prudent advice);
• Never put our financial interests ahead of yours when making recommendations (give loyal advice);
• Avoid misleading statements about conflicts of interest, fees, and investments;
• Follow policies and procedures designed to ensure that we give advice that is in your best interest;
• Charge no more than is reasonable for our services; and
• Give you basic information about conflicts of interest. We benefit financially from the rollover of your assets from a retirement account to an account that we manage or provide investment advice, because the assets increase our assets under management and, in turn, our advisory fees. As a fiduciary, we only recommend a rollover when we believe it is in your best interest. Assets Under Management As of December 31, 2023, we provide continuous management services for $3,823,180,064 in client assets on a discretionary basis, and $1,109,092,624 in client assets on a non-discretionary basis for a total of $4,932,272,688 in assets under management.