Legacy Knight MFO, LLC offers Family Office services and strategic investment advice to multigenerational families of significant net worth with the goal of building the families financial legacy. Legacy Knight is primarily owned by Matthew R. Ogle and David Sawyer. Legacy Knight is an independent, family and partner-owned Multi-Family Office providing exclusive investment access and tailored advisory services to ultra-high net worth families and family offices. Our team focuses on managing risk and identifying investment opportunities through advanced financial technology and institutional quality investment relationships that align with the family’s goals. Legacy Knight’s platform consists of two distinct service models: Multi-Family Office (“MFO”) and Single-Family Office (“SFO”) solutions. Multi-Family Office (MFO) – we establish wealth management plans and investment portfolios for MFO clients that are consistent with their objectives. Our MFO clients gain access to investment and wealth management services that are typically available only to large Family Offices. We enable our families to combine forces with other like-minded families to create economies of scale in the areas of global asset management, outsourced trust and tax services, financial services suite, alternative and direct investment access, philanthropic services and human capital services. Our MFO clients have a minimum investment of $20 million. Single Family Office (SFO) – we provide services for SFOs that run their own family offices but look to partner with Legacy Knight to develop access, economies of scale, broader investment research mandates and access to Legacy Knight’s investment professionals. Our SFO families typically have $250 million or more in family net worth. Investment Advisory Services Legacy Knight gathers information regarding client goals, investment objectives, and risk tolerance through personal discussions with our families. Each family’s unique situation is considered to create and manage an investment portfolio with assets among different asset classes. These typically include equities, fixed income, exchange traded funds, hedge funds, private equity, venture capital, real estate, direct investment opportunities, or other alternative investments depending on their suitability with each family’s investment objectives and risk tolerance. Legacy Knight offers investment advisory services on a non-discretionary basis. The majority of the families that we work with will be on a non-discretionary basis and must be willing to accept that Legacy Knight cannot affect any account transactions without obtaining prior written consent to any such transaction(s) from the family. A qualified custodian such as a bank, trust company, or broker dealer maintains family assets. Evaluations and Recommendations of Investment Managers Depending on the nature of its engagement with each client, the Firm evaluates and/or recommends to clients the investment advisory services of unaffiliated investment managers (including pooled Legacy Knight MFO, LLC 6 investment vehicles managed, sponsored or established by such unaffiliated investment managers). These investment managers are independent of the Firm and are evaluated by the Firm. The investment managers recommended by the Firm to each client are selected based on various factors and considerations deemed by the Firm to be relevant or appropriate in its sole discretion including, among other things, the investment objectives and risk tolerance of the client as well as the past performance of the manager. Subject to the arrangements with each client, the Firm actively involves such client in the evaluation process with respect to third-party investment managers. Initial Evaluation and/or Due Diligence – Prior to recommending or referring a new investment manager (including managers to private funds) to manage client assets, the Firm generally conducts due diligence through telephonic and/or in-person meetings with such investment manager personnel and the review of key documents and information relating to such manager. This typically includes both a quantitative and qualitative analysis of the manager, with a focus on areas such as investment objectives and strategy, historical performance and risk, fees and expenses, transparency and reporting, background and continuity of key personnel, regulatory & disciplinary history, safety of client assets, and evaluation of gatekeepers and service providers, among other areas, as the Firm deems necessary or appropriate. The initial evaluation and/or due diligence process will vary depending upon the facts and circumstances of each situation (including the nature of the client relationship and the nature of the specific investment manager that is being reviewed). For example, fewer due diligence procedures may be warranted in situations where the Firm has a long-standing relationship with an investment manager. The Firm generally conducts a more limited review when simply evaluating a third-party investment manager or investment opportunity at the specific request of a client. Limited reviews may include one or more of the focus areas listed above, but the Firm generally will rely on information provided by the manager or sponsor of the investment (or the client). Financial Services Legacy Knight assists families with creating a comprehensive financial plan. Services offered include developing financial goals, cash flow management, income tax planning, education funding, debt review, insurance analysis, family operating company advisory, retirement planning, estate planning, bookkeeping, and consolidated reporting. Human Capital Legacy Services Legacy Knight’s human capital legacy services focuses on growing and developing succeeding generations within a family. Services can include financial

literacy and education, heir preparation and development, family dynamics assessment, succession planning, and family governance. Focusing on the human capital within the family allows for family office legacy planning. Pooled Investment Vehicles (“Funds”) The Firm and certain of its affiliates establish and utilize the Funds (as defined below) for investment purposes on behalf of its clients and other persons, including to facilitate indirect investments by one or more of its advisory clients in pooled investment. The Firm regularly recommends that certain of its advisory clients invest in the Funds, if and to the extent the Firm Legacy Knight MFO, LLC 7 deems investments in one or more of the Funds to be suitable and appropriate for such clients (as determined by the Firm in its discretion). The recommendation of investments in the Funds to the Firm’s advisory clients involves one or more actual or potential conflicts of interest. See Item 10. Affiliated Pooled Investment Vehicles The Firm provides investment management, advisory, administrative and other services to affiliated pooled investment vehicles (the “Funds”) with respect to investments in securities, financial instruments and other assets, including co-investments alongside third-party investment managers and other persons and/or investments in pooled investment vehicles managed, sponsored and operated by third-party investment managers. The Firm, or an affiliate of the Firm, serves or acts as general partner, manager or in similar capacity with respect to the Funds and the Firm serves as investment manager with respect to the Funds. Certain Funds are established for the purpose of investing substantially all of their assets in a single pooled investment vehicle managed or sponsored by a third-party (an “underlying fund”) (to facilitate indirect investments in such underlying funds by advisory clients and other persons). Any such Fund may be referred to in this brochure as an “SPV”. Interests in the Funds typically will be offered and made available primarily to applicable advisory clients of the Firm (subject to suitability and eligibility determinations and requirements), but interests in the Funds may also be offered or made available to other persons and entities (including non-advisory clients) in the sole discretion of the Firm. Interests in the Funds are privately offered only to eligible clients and other investors pursuant to exemptions under the Securities Act of 1933, as amended, and the regulations promulgated thereunder, and other applicable securities laws. Such Funds are not registered as investment companies pursuant to or in accordance with one or more specific exclusions from the definition of investment company under the Investment Company Act of 1940, as amended. The Firm recommends investments in the Funds to certain of its advisory clients and such clients may elect to subscribe for interests in the Funds. The Firm faces various conflicts of interest in connection with making such recommendations to clients. See Item 6, Item 8 and Item 10. As a matter of practice, a private placement memorandum or a similar offering document with respect to each Fund typically will be provided or made available to prospective investors in such Fund, which generally includes various disclosures and information regarding the Fund, the investment objective and strategies of such Fund and other matters. Prospective investors should review the information and disclosures set forth in the applicable offering documents of a Fund for detailed information regarding such Fund, and any disclosures or information set forth in this brochure with respect to such Fund are qualified in their entirety by the information in such offering documents. Each Fund is managed in accordance with the investment objectives, policies, strategies, guidelines and limitations set forth in the applicable private placement memorandum, limited partnership agreement and other governing documents of such Fund. An SPV pursues substantially the same investment objective and strategies as the underlying fund in which it was formed to invest. Investors generally are not permitted to impose restrictions or limitations on the management or Legacy Knight MFO, LLC 8 operations of the Funds. Notwithstanding the foregoing, the general partner of a Fund may in the future enter into side letter agreements or similar arrangements with one or more investors in a Fund that have the effect of establishing rights under, or altering, modifying, waiving or supplementing the terms of, the governing documents of the Fund in respect of such investors. Among other things, these agreements may entitle an investor in a Fund to lower fees, information or transparency rights, most favored nations status, notification rights, rights or terms necessary or advisable in light of particular legal, regulatory or public policy considerations of or related to an investor and/or other preferential rights and terms. Any rights established or any terms of the governing documents of such applicable Fund altered or supplemented in or by a side letter or similar arrangement with an investor will govern solely with respect to such investor notwithstanding any other provision of the governing documents of such applicable Fund related thereto. Philanthropic Services Legacy Knight assists families with managing their charitable intentions. Services offered include assistance with a family foundation or the use of recommended donor advised funds. Legacy Knight assists with mission development, organization planning, and software systems that enable efficient execution of foundation operations. Assets Under Management As of December 31, 2023, Legacy Knight had approximately $1.25 billion of total regulatory assets under management; $767 million managed on a discretionary basis and $482 million managed on a non-discretionary basis. Legacy Knight MFO, LLC 9