A. Description of the Advisory Firm Syon Capital LLC (“Syon” or the “Firm”) is a limited liability company organized in the State of Delaware. Syon is an investment advisory firm registered with the United States Securities and Exchange Commission (“SEC”). Syon is wholly owned by Syon LLC. Ash Chopra serves as the Managing Member and Principal of both Syon and Syon LLC. The Firm has been operating since September 16, 2022. B. Types of Advisory Services Syon offers investment management services on a discretionary basis and non-discretionary basis to individuals, including high net worth individuals, families, family offices, trusts, businesses, charitable foundations, and retirement/profit-sharing plans. All investment advice provided is customized to each client’s investment objectives and financial needs. The information provided by the client, together with any other information relating to the client’s overall financial circumstances, will be used by Syon to determine the appropriate portfolio asset allocation and investment strategy for the client. Syon may also provide financial planning services to a client, depending upon the agreement between the client and Syon. Financial planning services, to the extent provided to a client, may include such things as: retirement planning; educational planning; estate planning; cash flow planning; and tax planning. Syon does not provide financial planning on a standalone basis. The securities utilized by Syon for investment in client accounts consist of equity securities and funds and equity derivatives, fixed income securities and funds and fixed income derivatives, alternative investments, including, but not limited to, private equity, hedge funds, venture and debt securities and funds, real estate, commodities, credit derivatives and foreign currency. Syon may further recommend to clients that all or a portion of their investment portfolio be managed on a discretionary basis by one or more unaffiliated money managers or investment platforms (“External Managers”). The client may be required to enter into a separate agreement with the External Manager(s), which will set forth the terms and conditions of the client’s engagement of the Ext

ernal Manager. Syon generally renders services to the client relative to the discretionary selection of External Managers. Syon also assists in establishing the client’s investment objectives for the assets managed by External Managers, monitors and reviews the account performance and defines any restrictions on the account. The investment management fees charged by the designated External Managers, together with the fees charged by the corresponding designated broker- dealer/custodian of the client’s assets, are exclusive of, and in addition to, the annual advisory fee charged by Syon. Note for IRA and Retirement Plan Clients: When Syon provides investment advice to you regarding your retirement plan account or individual retirement account, Syon is a fiduciary within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way Syon makes money creates some conflicts with your interests, so Syon operates under a special rule that requires Syon to act in your best interest and not put Syon’s interest ahead of yours. C. Client-Tailored Advisory Services Clients may impose reasonable restrictions on the management of their accounts if Syon determines, in its sole discretion, that the conditions would not materially impact the performance of a management strategy or prove overly burdensome for Syon’s management efforts. D. Information Received From Clients Syon will not assume any responsibility for the accuracy of the information provided by clients. Syon is not obligated to verify any information received from a client or other professionals (e.g., attorney, accountant) designated by a client, and Syon is expressly authorized by the client to rely on such information provided. Under all circumstances, clients are responsible for promptly notifying Syon in writing of any material changes to the client’s financial situation, investment objectives, time horizon, or risk tolerance. E. Assets Under Management As of December 31, 2023, Syon had approximately $2,534,443,012 in assets under management, of which $1,263,632,648 was managed on a discretionary basis and $1,270,810,364 was managed on a non- discretionary basis.