Kaufman Rossin Wealth has been providing advisory services since May of 2019 and is owned by Kaufman Rossin Wealth Holdings, LLC which is a subsidiary owned by Kaufman, Rossin & Co. As of December 31, 2023, Kaufman Rossin Wealth managed $222,668,739 on a discretionary basis and $2,102,755 on a non‐discretionary basis. Investment Management Services: Kaufman Rossin Wealth manages investment portfolios for individuals, trusts, charitable organizations, businesses and qualified retirement plans. Kaufman Rossin Wealth will work with a client to determine the client’s investment objectives and investor risk profile and will design a written investment policy statement. Kaufman Rossin Wealth works with new clients to develop a plan to transition from the client’s existing portfolio, as applicable, to the portfolio recommended by Kaufman Rossin Wealth. Kaufman Rossin Wealth will then continuously monitor the client’s portfolio holdings and the overall asset allocation strategy and hold review meetings with the client regarding the account as necessary. Client assets are generally invested in mutual funds, exchange‐traded funds (ETFs), listed equity and fixed‐income securities (such as stocks, bonds, and options), hedge funds, as well as private equity, private debt, and other pooled investment vehicles. Some of these funds will be managed by other advisors. Kaufman Rossin Wealth may recommend non‐affiliated private fund investment vehicles to certain “qualified clients” as an investment option. Private fund investments will only be recommended when appropriate based on a client’s risk appetite. Investors in private funds should refer to the offering documents for a full description of the fees to be charged, which may include performance‐based fee arrangements. Clients that invest in a private fund will be required to sign the limited placement agreement directly with the sponsoring entity. Client portfolios may also include some individual equity securities in situations where disposition of these securities would present an overriding tax implication, or the client specifically requests they be retained for a personal reason. These situations will be specifically identified in the client’s Investment Policy Statement (IPS). Kaufman Rossin Wealth manages portfolios on a discretionary or non‐discretionary basis according to the investment policy selected by the client. A client may impose any reasonable restrictions on Kaufman Rossin Wealth’s discretionary authority, including restrictions on the types of securities in which Kaufman Rossin Wealth may invest client’s assets and on specific securities, which the client may believe to be appropriate. Kaufman Rossin Wealth has retained Buckingham Strategic Partners to act as a sub‐advisor for certain client accounts. Buckingham Strategic Partners shall provide various model asset allocation portfolios (each a “Portfolio”, collectively “Portfolios”) for selection by Kaufman Rossin Wealth. Each Portfolio strives to achieve long‐term risk and return objectives through diversification. Each Portfolio is designed to meet a particular investment goal which Kaufman Rossin Wealth has determined is suitable based on the client's circumstances. The Portfolio will continuously be managed based on the portfolio’s goal and Buckingham Strategic Partners will have discretionary authority to manage the Portfolio(s), including periodic rebalancing. Kaufman Rossin Wealth, on behalf of its client, will have the opportunity to place reasonable restrictions on the types of investments to be held in the portfolio. Should material life events occur, clients should immediately contact Kaufman Rossin Wealth to determine if changes to an account and the allocation of the assets held in the account are necessary. For client portfolios managed on a non‐discretionary basis, client should be aware that the authority for Kaufman Rossin Wealth to retain a sub‐advisor is provided in the signed advisory agreement and is provided on a discretionary basis. For fixed income positions, the sub‐advisor will monitor the account for changes in credit ratings, security call provisions, and tax loss harvesting opportunities (to the extent that the manager is provided with cost basis information). On an ongoing basis, Kaufman Rossin Wealth will answer clients’ inquiries regarding their accounts and review periodically with clients the performance of their accounts. Kaufman Rossin Wealth will periodically, and at least annually, review clients’ investment policy, risk profile and discuss the re‐ balancing of each client’s accounts to the extent appropriate. Kaufman Rossin Wealth will provide to sub‐advisor any updated client financial information or account restrictions necessary for sub‐advisor to provide their services. In addition to managing the client’s investment portfolio, Kaufman Rossin Wealth may consult with clients on various financial areas including income and estate tax planning, business sale structures,

college financial planning, retirement planning, insurance analysis, personal cash flow analysis, establishment and design of retirement plans and trust designs, among other things. Additionally, Kaufman Rossin Wealth may allocate a portion of a portfolio to an independent third‐party investment advisor (“Independent Manager”) for separate account management based upon individual client circumstances and objectives, including, but not limited to, client account size and tax circumstances. Pursuant to the terms of the investment advisory agreement, Kaufman Rossin Wealth shall have the discretion to appoint and terminate these third‐party advisers. The specific terms and conditions under which a client engages an Independent Manager may also be set forth in a separate written agreement with the designated Independent Manager. However, not all Independent Managers require a separate advisory agreement with the designated Independent Manager. Disclosure of the use of an Independent Manager and their additional fees will be provided to clients. Independent Managers utilized by Kaufman Rossin Wealth include BSP and Dimensional Funds Advisors. Kaufman Rossin Wealth does not participate in or sponsor any wrap fee programs. Financial Planning Services: Kaufman Rossin Wealth also provides advice in the form of Financial Planning. Clients purchasing this service may receive various written financial reports, providing the client with detailed financial information designed to achieve their stated financial goals and objectives. In general, the financial plan will address any or all of the following areas of concern: PERSONAL: Family records, budgeting, personal liability, estate information and financial goals. RISK: Review of existing insurance policies to ensure proper coverage for life, health, disability, long‐ term care, liability, home, and automobile. TAX & CASH FLOW: Income tax and spending analysis and planning for past, current and future years. DEATH & DISABILITY: Cash needs at death, income needs of surviving dependents, estate planning and disability income analysis. RETIREMENT: Analysis of current strategies and investment plans to help the client achieve his or her retirement goals. INVESTMENTS: Analysis of all investment holdings and costs, examining the potential long‐term effects on a client’s portfolio, recommending appropriate investment options, allocations, or adjustments. Kaufman Rossin Wealth gathers required information through in‐depth personal interviews and questionnaires. Information gathered includes a client’s current financial status, future goals and attitudes towards risk. Related documents supplied by the client are carefully reviewed and a written report is typically prepared. Should a client choose to implement the recommendations in the plan, Kaufman Rossin Wealth suggests the client work closely with his/her attorney, accountant or insurance agent. Implementation of financial plan recommendations is entirely at the client’s discretion. Clients are encouraged to review their plan on a regular basis, especially if there are any changes in their financial situation, goals, needs, or investment objectives. Employee Benefit Retirement Plan Services: Kaufman Rossin Wealth also provides advisory services to participant‐directed employee retirement benefit plans through third‐party administration services, which are online bundled service providers offering an opportunity for plan sponsors to provide their participants with daily account access, valuation, and investment education. Kaufman Rossin Wealth will analyze the plan's current investment platform and assist the plan in creating an investment policy statement defining the types of investments to be offered and the restrictions that may be imposed. Kaufman Rossin Wealth will recommend investment options to achieve the plan's objectives, provide participant education meetings, and monitor the performance of the plan's investment vehicles. Kaufman Rossin Wealth will recommend changes in the plan's investment vehicles as may be appropriate from time to time. Kaufman Rossin Wealth generally will review the plan's investment vehicles and investment policy as necessary. For certain retirement plans, Kaufman Rossin Wealth also works in coordination and support with Buckingham Strategic Partners (“BSP”). Retirement plan clients will engage both Kaufman Rossin Wealth and BSP. BSP will provide to the client additional discretionary investment management services and will exercise discretionary authority to select the plan investments made available to the plans’ participants by selecting and maintain the plans’ investments according to the goals and investment objectives of the plan. Kaufman Rossin Wealth will continue to work with plans to monitor plan investments, provide fiduciary plan advice including regular considerations of the goals and objectives of the plan, and provide participant education services to the plan.