Yousif Capital Management, LLC (“YCM”, the “Firm” or “we”) is a limited liability company formed under the laws of the State of Michigan. The Firm is registered as an investment adviser with the SEC pursuant to the Investment Advisers Act of 1940 (the “Advisers Act”). YCM was founded in January 2021 by Kevin K. Yousif, CFA, who is the President, and sole owner of YCM. The Firm operates from a single office in Bloomfield Hills, Michigan. Description of Advisory Services YCM is an investment advisory Firm that focuses on rule-based and model-driven investment strategies, utilizing a combination of primarily equities, fixed income securities, and Exchange Traded Fund (“ETF”) products to create proprietary models based on industry benchmarks which are tailored to address a Client’s investment objectives and risk tolerance. YCM provides advisory services tailored to meet the specific needs and requirements of each Client. YCM provides investment advisory services to corporations, municipalities, Taft-Hartley Clients, faith-based organizations, ERISA plans, banks, captive insurance companies, other regional investment advisers, and individuals, (each referred to as the “Client”, collectively the “Clients”). Such services are provided on a discretionary basis, although YCM accepts Clients’ trading instructions from time to time. Clients may place investment restrictions or guidelines on their account(s). YCM manages Client assets in separately managed accounts (each an “SMA” or “Client Account”). An SMA is a dedicated account owned by a single Client and governed through an investment management agreement (“IMA”) between the account owner and YCM. Each Client also completes an investment policy statement (“IPS”) or similar document outlining Client Account investment objectives, risk tolerance and relevant information that assists YCM with structuring the Client’s portfolio. Sub-Advisory Arrangements YCM has established relationships with other independent investment advisers or investment program sponsors pursuant to which YCM serves in a sub-advisory capacity and provides investment advisory services to Clients of the other investment adviser or investment program sponsor. When we participate in an arrangement sometimes known as a “managed account program” (“wrap program” or “program”), we make one or more of our proprietary strategies available to Clients of the investment adviser sponsoring the program. The sponsoring investment adviser determines if our strategy is suitable for its Client and submits the account to us for acceptance. If we accept the account, we manage the account with full discretionary trading authority and in accordance with any reasonable

investment restrictions requested by the applicable Client of the sponsoring investment adviser. In these cases, we generally do not have an agreement or any direct, contractual relationship with the Client. Instead, we enter into a sub- advisory agreement with the sponsoring investment adviser. The sponsoring investment adviser establishes the fee which the Client pays, and we receive a portion of the fee for our advisory services from the sponsoring investment adviser as agreed upon in the sub-advisory agreement. If a Client’s investment adviser desires us to provide investment management services to the Client and to have a direct, contractual investment management relationship with the Client, we provide sub-advisory services through a tri-party agreement among the Client’s investment adviser, the Client and YCM. If the Client is a retail Client, the other investment adviser determines the suitability of the strategy for that retail Client. In these arrangements, the investment adviser selects us to manage a portion of the Client’s assets in accordance with a particular model. We will manage the assets in accordance with the Client’s investment guidelines, including any restrictions. In those situations, we receive our fee directly from the Client as agreed upon in our agreement with the investment adviser and the Client. We may also receive our fee through the custodian who directly charges the Client’s account. ERISA Accounts YCM will act as a 3(21) fiduciary providing investment recommendations to plan sponsors and/or trustees and/or as a 3(38) investment manager, relieving the plan sponsor or trustee of their fiduciary responsibility and assuming the investment management decision making for the plan. Clients we service are employee benefit plans, Taft-Hartley pension trusts, or individual retirement accounts (IRAs) through a sub-advisory agreement, pursuant to the Employee Retirement Income and Securities Act (ERISA), and regulations under the Internal Revenue Code of 1986 (the Code), respectively. As such, YCM is subject to specific duties and obligations under ERISA and the Code that include, among other things, restrictions concerning certain forms of compensation. YCM does not receive any commissions or trailing fees such as 12b-1 fees on any securities we manage. YCM monitors investment guidelines, provides specified reporting and complies with other conditions as specified in each Client’s IMA. Assets under Management (Regulatory Assets under Management) As of December 31, 2023, YCM currently has $ 15,029,547,343 in Regulatory Assets Under Management (“RAUM”) on a discretionary basis. YCM does not manage regulatory assets on a non-discretionary basis.