QCA Capital Management, Inc. (“QCA” or the “Advisor”) is a registered investment advisor with the United States Securities and Exchange Commission (SEC #801-9666) with its principal place of business located in Los Angeles, California. QCA has been in business since 1989. The principal owner of QCA is Quincy Cass Associates, Inc., a registered broker/dealer with the SEC, and FINRA member, founded in 1922. The Advisor’s investments include but are not limited to:  Exchange-listed securities including those issued by foreign corporations;  Over-the-counter traded securities;  Mutual fund shares;  Exchange Traded Funds (“ETFs”) and Exchange Traded Notes (”ETNs”);  Preferred securities;  Corporate debt securities including commercial paper;  Master Limited Partnerships and Real Estate Investment Trusts;  Certificates of deposit;  Municipal securities;  United States government securities;  Warrants and option contracts on securities. QCA provides investment advisory and portfolio management services to individuals, high net worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations and corporations (each referred to as a “Client”). QCA primarily relies on client referrals or professional relationships for new business introductions. Accounts are managed on a non- discretionary or discretionary basis. Assets managed under full discretion are $121,563,836 million as of June 30, 2023. QCA’s role is to act as a fiduciary to the Client which means the Advisor will uphold a duty of loyalty, good faith and fairness for the benefit of the Client and will therefore place the Client’s interest before their own while seeking to mitigate potential conflicts of interest. QCA develops personalized investment policies and portfolio management strategies. After an initial consultation to determine individual investment objectives, risk parameters and liquidity requirements, QCA will suggest a customized investment advisory solution including an appropriate asset allocation

and portfolio management strategy. Once agreed upon, a written Investment Management Agreement is signed. QCA will then construct, implement, and monitor the Client’s individual portfolio to ensure that it meets the individual needs agreed to by the Client. The Advisor will communicate with the Client periodically to determine if circumstances have changed that warrant any modification to their strategy, portfolio, plan or otherwise. QCA’s main investment strategies are primarily based with a long-term horizon perspective but when appropriate to the needs of a Client or due to market conditions, QCA may implement or recommend the use of trading (securities sold within 30 days), short sales, inverse products, margin transactions, option writing and /or alternative investments. Because these investment strategies involve certain degrees of risk, they will only be recommended when consistent with a Client’s stated objectives and/or risk tolerance. The Advisor provides each Client on at least a quarterly basis (and in some special instances a monthly basis) a written report detailing current activity and progress in meeting mutually agreed upon objectives. Education and Business Standards Advisory Persons are involved in determining or giving investment advice to the Client. Advisory Persons hired by QCA are required to be licensed with a minimum of an Investment Advisers Law Exam or the NASAA- Uniform Combined State Law Exam, as well as any examination(s) required by the state in which the Advisory Person will function. Exceptions may apply where a representative qualifies under federal or state exemptions for professional designations. Furthermore, QCA requires an Advisory Person to hold, at a minimum, a Master’s level education degree and/or the equivalent professional certification. Conditions for Managing Accounts QCA requires a $500,000 minimum initial investment for investment advisory services. However, this minimum requirement may be waived at QCA’s discretion.