A. Description of the Advisory Firm Cornermen Financial, LLC (hereinafter “Cornermen”) is a Limited Liability Company organized in the State of Texas. The firm was formed in April 2013, and the principal owners are Jay Howard and Logan W. Dietel. B. Types of Advisory Services Portfolio Management Services Cornermen offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. Cornermen creates an Investment Policy Statement for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels). Portfolio management services include, but are not limited to, the following: • Investment strategy • Personal investment policy • Asset allocation • Asset selection • Risk tolerance • Regular portfolio monitoring Cornermen evaluates the current investments of each client with respect to their risk tolerance levels and time horizon. Cornermen will request discretionary authority from clients in order to select securities and execute transactions without permission from the client prior to each transaction. Risk tolerance levels are documented in the Investment Policy Statement, which is given to each client. Cornermen seeks to provide that investment decisions are made in accordance with the fiduciary duties owed to its accounts and without consideration of Cornermen’s economic, investment or other financial interests. To meet its fiduciary obligations, Cornermen attempts to avoid, among other things, investment or trading practices that systematically advantage or disadvantage certain client portfolios, and accordingly, Cornermen’s policy is to seek fair and equitable allocation of investment opportunities/transactions among its clients to avoid favoring one client over another over time. It is Cornermen’s policy to allocate investment opportunities and transactions it identifies as being appropriate and prudent among its clients on a fair and equitable basis over time. Cornermen provides portfolio management services to clients using model asset allocation portfolios or customized portfolios tailored to the individual needs and objectives of the client. Clients will retain individual ownership of all securities. The implementation of these portfolios is accomplished by using either the SEI Asset Management Program or through Individual Portfolio Management. SEI's Asset Management Program: Cornermen may choose to invest its clients’ assets into model portfolios of mutual funds and exchange-traded funds (“ETFs”) created by SIMC. This includes the SEI Asset Allocation Models (“SEI Asset Allocation Models”) that consist of allocations to SEI Funds and SEI ETFs and the Independent Funds Models Program (“Independent Funds Models Program”) which consists of model portfolios of allocations to certain families of third- party mutual funds or ETFs. Under the SEI Asset Allocation Models and the Independent Funds Models Program, SIMC provides non-discretionary services to Cornermen through the publication of investment models consisting of allocations to these different funds (i.e., SEI Funds, SEI ETFs, third-party funds, or third-party ETFs) allocated to the models. Specifically, SIMC: (1) makes available the models, developed and periodically updated by SIMC designed to achieve the model’s stated investment objective or goal based upon SIMC’s capital market assumptions and any other criteria that SIMC, in its sole discretion, determines is relevant; and (2) periodically publishes for consideration by firm revisions to a model’s percentage asset allocations among the underlying SEI Funds, SEI ETFs, third-party funds, or third-party ETFs, or adds, removes, or otherwise changes the individual SEI Funds, SEI ETFs, third-party funds, or third-party ETFs underlying an existing model. SIMC and its affiliates earns fees from the SEI Funds and SEI ETFs, which costs are indirectly

borne by Clients invested in these models. As a result, SIMC does not charge Cornermen or its clients a direct fee for the use of the SEI Asset Allocation Models, although SEI Private Trust Company (“SPTC”), the custodian to the Client and an affiliate of SIMC, will charge a custodial platform fee on Client assets invested in SEI ETF products. In the Independent Funds Model Program, SIMC and its affiliates (including SPTC) charge direct fees that will be assessed to Clients. In the Sub-Advised Program, Cornermen has hired SEI Investments Management Corporation (“SIMC”), an SEC-registered investment advisor, to act as the sub-advisor when using the SIMC Managed Account Solutions. The fundamental difference from SIMC “standard” Managed Account Solutions program is that under this program SIMC makes available the various managed account strategies to Cornermen directly and SIMC does not act as co-advisor to the Client. In other words, SIMC has no contractual relationship with the Client, which SIMC does when working with Advisors in the standard co-advised managed accounts program model. Accordingly, in the Sub-Advised Program, SIMC does not: (1) review client-level suitability of the Managed Account Solutions selections with the Clients, and (2) does not require end-client (investor) signatures for investment strategy changes. In order to participate in the Sub-Advised Program, Cornermen must either have discretionary authority with Clients or have Clients’ prior agreement to execute all investment selections. Financial Life Planning Financial plans and financial planning may include, but are not limited to: investment planning; life insurance; tax concerns; retirement planning; college planning; and debt/credit planning. Services Limited to Specific Types of Investments Cornermen generally limits its investment advice to mutual funds, hedge funds, private equity funds and ETFs, stocks, and bonds. Cornermen may use other securities as well to help diversify a portfolio when applicable. Written Acknowledgement of Fiduciary Status When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries 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 we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours. Under this special rule’s provisions, we must:
• Meet a professional standard of care when making investment recommendations (give prudent advice);
• Never put our financial interests ahead of yours when making recommendations (give loyal advice);
• Avoid misleading statements about conflicts of interest, fees, and investments;
• Follow policies and procedures designed to ensure that we give advice that is in your best interest;
• Charge no more than is reasonable for our services; and
• Give you basic information about conflicts of interest. C. Client Tailored Services and Client Imposed Restrictions Cornermen offers the same suite of services to all of its clients. However, specific client investment strategies and their implementation are dependent upon the client’s current situation (income, tax levels, and risk tolerance levels). Clients may not impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs. D. Wrap Fee Programs A wrap fee program is an investment program where the investor pays one stated fee that includes management fees and transaction costs. Cornermen does not participate in wrap fee programs. E. Assets Under Management Cornermen has the following assets under management: Discretionary Amounts: Non-discretionary Amounts: Date Calculated: $ 125,187,989 $0 March 2024