Edge Capital Group, LLC (“Edge” or the “Firm”) is a limited liability company organized in Delaware and based in Atlanta, Georgia. Edge is an investment advisory firm registered with the United States Securities and Exchange Commission (“SEC”). FOCUS FINANCIAL PARTNERS, LLC Edge is part of the Focus Financial Partners, LLC (“Focus LLC”) partnership. Specifically, Edge is a wholly-owned indirect subsidiary of Focus LLC. Ferdinand FFP Acquisition, LLC is the sole managing member of Focus LLC. Ultimate governance of Focus LLC is conducted through the board of directors at Ferdinand FFP Ultimate Holdings, LP. Focus LLC is majority-owned, indirectly and collectively, by investment vehicles affiliated with Clayton, Dubilier & Rice, LLC (“CD&R”). Investment vehicles affiliated with Stone Point Capital LLC (“Stone Point”) are indirect owners of Focus LLC. Because [Partner Firm] is an indirect, wholly-owned subsidiary of Focus LLC, CD&R and Stone Point investment vehicles are indirect owners of Edge. Focus LLC also owns other registered investment advisers, broker-dealers, pension consultants, insurance firms, business managers and other firms (the “Focus Partners”), most of which provide wealth management, benefit consulting and investment consulting services to individuals, families, employers, and institutions. Some Focus Partners also manage or advise limited partnerships, private funds, or investment companies as disclosed on their respective Form Advs. We help our clients obtain certain insurance solutions from unaffiliated, third-party insurance brokers by introducing clients to our affiliate, Focus Risk Solutions, LLC (“FRS”), a wholly owned subsidiary of our parent company, Focus Financial Partners, LLC. Please see Items 5 and 10 for a fuller discussion of this service and other important information. Edge is managed by Henry Jones, Bert Rayle, Will Skeean, Dennis Sabo and Elizabeth Mackie (“Edge Management Committee”) pursuant to a management agreement between ECG Management Holdings, LLC and Edge. Mr. Jones, Barrett Karvis, and the other Edge Principals serve as officers of Edge and are responsible for the management, supervision and oversight of Edge. Edge’s predecessor firm, Edge Advisors, LLC, was formed in 2006 and has managed investments for clients since April 2007. Advisory Services Edge provides personalized, comprehensive wealth management services; outsourced CIO services; wealth strategy; family office services; and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. Edge also serves as the investment adviser to private investment funds and provides other investment consulting services. Comprehensive Wealth Management: Our Comprehensive Wealth Management is a holistic set of services and, in addition to traditional investment management, may include financial planning and advising on estate planning and insurance needs. Client portfolios are tailored to the needs of individual clients on the basis of their financial situation and investment objectives. Clients are responsible for notifying Edge of any material changes in their circumstances so Edge may make any necessary adjustments or changes to the strategies employed. Clients may impose Page | 5 reasonable restrictions on investing in certain securities or types of securities if Edge determines, in our sole discretion, that the conditions would not materially impact the performance of a management strategy or prove overly burdensome for Edge’s management efforts. Outsourced CIO Services: Edge provides Outsourced CIO (Chief Investment Officer) services to family offices and institutional investors, their staff, investment committees, record-keepers, and other consultants. These services help relieve institutions of burdens such as asset allocation, manager selection and monitoring, and board education, thereby enabling key decision makers to focus on important strategic initiatives. Wealth Strategy: Certain clients also engage Edge for full or limited scope financial planning services. With full scope financial planning, Edge performs a comprehensive evaluation of a client’s current and future anticipated financial state using known variables to help predict future cash flows, asset values, and withdrawal plans. This process can facilitate the effective management of multiple aspects of the client’s investment portfolios such as cash flow, debt management, tax planning strategies, retirement and estate planning, charitable giving, insurance/risk management, and multi-generational family governance. Limited scope financial planning typically consists of the evaluation of a specific area of concern, such as college savings or retirement planning. Depending on the type and scope of services to be provided, Edge may enter into a separate financial planning engagement agreement with the client. Please see Item 5 Fees and Compensation for additional information. Family Office Services: Edge’s Family Office Services include consolidated and customized reporting of liquid and illiquid assets, coordination with clients’ tax, legal, and financial advisors, and education for the next generations. Edge recommends clients consult with a qualified tax and legal professional before initiating any tax planning strategy. Edge can provide introductions to non-affiliated tax and legal professionals who specialize in these areas, as needed. Credit Solutions: Our credit solutions provide clients with access to an extensive network of banking and lending institutions as well as offers guidance and advocacy in delivering desired outcomes. Our areas of focus

include Securities-Backed Lines of Credit, Commercial Lending, Residential Mortgages, Aircraft and Specialty Lending. Edge does not share or get compensated from any fees generated by these credit solutions Blue Current Discretionary Investment Management: Edge, through our Blue Current Asset Management division,1 is the investment adviser to the Blue Current Global Dividend Fund (the “Fund” or “BCGDX”), a diversified series of Ultimus Managers Trust, an open-end investment company registered under the Investment Company Act of 1940. In managing the Fund, Edge follows defined investment policies and restrictions in helping the Fund reach its objective. These investment policies and restrictions can be found in the Fund’s prospectus and the Statement of Additional Information available at www.bluecurrentfunds.com. Edge’s Blue Current Asset Management division also provides discretionary investment management services to separately managed accounts, both for clients where Edge serves as the primary investment adviser and clients where Edge is a 1 Blue Current is a business unit of Edge. It is not a separate legal entity or separately registered investment adviser. Page | 6 third-party manager of separately managed accounts for unaffiliated advisers. Edge’s Blue Current Asset Management division manages the Global Dividend Equity, the U.S. Dividend Equity, and the International Dividend Equity separately managed account strategies. Additional information on these strategies is available at www.bluecurrentportfolios.com. Ultra-Short Fixed Income: Edge manages Ultra-Short Fixed Income portfolios designed to meet the needs of institutions and individuals. Each portfolio is tailored to the circumstances, risk tolerance, time horizon, and other variables of each client. Private Investment Funds: Edge serves as the investment adviser for three private investment funds; Edge Discovery LLC, Edge Private Opportunities Fund, LP and Edge Private Income Opportunities Fund, LP. These funds are offered only to accredited investors. ERISA Plans: Edge provides investment management services to retirement plans under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”) on either a discretionary or nondiscretionary basis, depending on the client. Edge acknowledges its status as an ERISA fiduciary under either ERISA 3(21) or 3(38), as applicable, when providing investment management services. Edge’s fiduciary services to ERISA Plans may include preparing an investment policy statement, screening and selecting investment options for the plan, selecting a qualified default investment alternative, providing quarterly investment reports, attending the investment committee meetings, and, if the services are discretionary, creating and managing portfolios based on a range of varying target asset allocations. Edge’s non- fiduciary services to ERISA plans can include providing education regarding general investment principles and the investments options in the plan-to-plan participants. Edge is a fiduciary under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”) with respect to investment management services and investment advice provided to ERISA plan clients, including ERISA plan participants. Edge is also a fiduciary under the Internal Revenue Code (the “IRC”) with respect to investment management services and investment advice provided to ERISA plans, ERISA plan participants, IRAs and IRA owners (collectively, “Retirement Account Clients”). As such, Edge is subject to specific duties and obligations under ERISA and the IRC that include, among other things, prohibited transaction rules which are intended to prohibit fiduciaries from acting on conflicts of interest. When a fiduciary gives advice in which it has a conflict of interest, the fiduciary must either avoid or eliminate the conflict or rely upon a prohibited transaction exemption (a “PTE”). As a fiduciary, we have duties of care and of loyalty to you and are subject to obligations imposed on us by the federal and state securities laws. As a result, you have certain rights that you cannot waive or limit by contract. Nothing in our agreement with you should be interpreted as a limitation of our obligations under the federal and state securities laws or as a waiver of any unwaivable rights you possess. Consulting Services: Certain clients engage Edge for other investment consulting services regarding suitability, risk assessment, and portfolio management review. Regulatory Assets Under Management: Edge Capital Group provides discretionary and non-discretionary asset management. These assets are referred to as “Regulatory Assets under Management”. 1 Blue Current is a business unit of Edge. It is not a separate legal entity or separately registered investment adviser. Page | 7 In addition, Edge Capital Group also advises clients on assets and makes investment recommendation to clients on assets where Edge has no ability to place trades for the clients. In this situation, we refer to those assets as “Assets under Advisement”. As of 12/31/2023 our Regulatory Assets under Management and Assets under Advisement are as follows: Regulatory Assets Under Management Discretionary $6,175,146,386 Non-Discretionary $210,366,635 Total RAUM $6,385,513,021 Assets Under Advisement $2,835,334,177 Grand Total $9,220,847,198