A. DESCRIPTI ON OF THE ADVISORY FI RM Atticus Wealth Management, LLC (hereinafter “AWM”) is registered with the United States Securities and Exchange Commission as an investment advisor. AWM is a Limited Liability Company formed under Delaware law. The firm was created in March 2018 by principals Enoch Carter Morris IV, Doug J. Bartolf, and Colin J. Arnold B. TYPES OF ADVISORY SERVICE S PORTFOLIO MANAGEMENT SERVICES AWM offers ongoing, portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. AWM creates an Investment Policy Statement or creates a Client Data Sheet for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels). Portfolio management services include, but are not limited to, the following:
• Investment strategy • Personal investment policy
• Asset allocation • Asset selection
• Risk tolerance • Regular portfolio monitoring AWM evaluates the current investments of each client with respect to their risk tolerance levels and time horizon. AWM will generally request discretionary authority from clients in order to select securities and execute transactions without permission from the client prior to each transaction. Risk tolerance levels are documented in the Investment Policy Statement or Client Data Sheet, which is given to each client. AWM seeks to provide that investment decisions are made in accordance with the fiduciary duties owed to its accounts and without consideration of AWM’s economic, investment or other financial interests. To meet its fiduciary obligations, AWM attempts to avoid, among other things, investment or trading practices that systematically advantage or disadvantage certain client portfolios, and accordingly, AWM’s policy is to seek fair and equitable allocation of investment opportunities/transactions among its clients to avoid favoring one client over another over time. It is AWM’s policy to allocate investment opportunities and transactions it identifies as being appropriate and prudent, including initial public offerings ("IPOs") and other investment opportunities that might have a limited supply,

among its clients on a fair and equitable basis over time. PENSION CONSULTING SERVICES AWM offers ongoing consulting services to pension or other employee benefit plans (including but not limited to 401(k) plans) based on the demographics, goals, objectives, time horizon, and/or risk tolerance of the plan’s participants. FINANCIAL PLANNING Financial plans and financial planning may include but are not limited to investment planning; life insurance; tax concerns; retirement planning; estate planning, college planning; and debt/credit planning. SERVICES LIMITED TO SPECIFIC TYPES OF INVESTMENTS AWM generally limits its investment advice to mutual funds, fixed income securities, real estate funds (including REITs), insurance products including annuities, equities, ETFs (including ETFs in the gold and precious metal sectors), treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities and private placements. AWM may use other securities as well to help diversify a portfolio when applicable. C. CLIE NT TAILORED SE RVICES AND CLIE NT IMP OSED RESTRICTIONS AWM offers the same suite of services to all of its clients. However, specific client investment strategies and their implementation are dependent upon the client Investment Policy Statement and/or Client Data Sheet which outlines each client’s current situation (income, tax levels, and risk tolerance levels). Clients may impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs. However, if the restrictions prevent AWM from properly servicing the client account, or if the restrictions would require AWM to deviate from its standard suite of services, AWM reserves the right to end the relationship. D. WRAP FEE PROGRAMS A wrap fee program is an investment program where the investor pays one stated fee that includes management fees, transaction costs, fund expenses, and other administrative fees. AWM does not participate in any wrap fee programs. E. ASSETS UNDE R MANAGEME NT AWM has the following assets under management: Discretionary Amounts: $348,660,527 Non-discretionary Amounts: $21,445,035 Date Calculated: February 5, 2024