Contrary Legacy, LLC (“Contrary Legacy”, “Legacy”, or the “Firm”) is a wealth management firm that was founded in January 2023 and provides investment advisory services to individuals, private pooled investment vehicles, pension and profit sharing plans, charitable organizations, corporations and other business entities (collectively, “Client” or “Clients”). The principal owner of Contrary Legacy is Eric Tarczynski. Mr. Tarczynski is also the principal owner of Contrary, LLC, an affiliated investment adviser (the “Affiliate”), that manages private funds (the “Affiliate’s Private Funds”) in the venture capital sector. Contrary Legacy’s services primarily focus on developing an investment policy with each Client, determine an asset allocation, establish performance evaluation reports, identify and select portfolio managers, assist in changing portfolio managers when necessary, provide discretionary management of an account by Contrary Legacy, amongst other actions that may be deemed necessary or desirable in accordance with the Client Agreement and Client Direction Letter. Investment Policies: Contrary Legacy will assist Clients in the preparation, review and evaluation of investment policies, parameters, restrictions, and objectives (collectively “investment policy” or “investment policies”) for the accounts and investments being managed by Contrary Legacy and any sub-advisors/co-advisor (“External Portfolio Managers”) as agreed to in the Client Agreement and Client Direction Letter. There can be no assurance that any of the Clients’ investment objectives will be achieved. Asset Allocation: Contrary Legacy will assist Clients in the establishment of an asset allocation model consistent with the Client’s investment objectives, any applicable investment policy, market conditions and/or other factors in accordance with the Client Agreement and Client Direction Letter. Contrary Legacy shall assist Clients on a periodic

basis in reviewing and adjusting Clients’ asset allocation model. Performance Evaluation Report: Contrary Legacy will provide periodic evaluation reports summarizing each Client’s assets managed by Contrary Legacy, the Affiliate, and the External Portfolio Managers as applicable. The report will include detailed performance information and summary of allocations. Identification, Selection, and Changes to External Portfolio Managers: Contrary Legacy will assist Clients with identifying and selecting External Portfolio Managers that are appropriate and consistent with each Client Agreement and Client Direction Letter, as well as each respective investment policy. Additionally, Contrary Legacy will assist the Client with making changes to the External Portfolio Managers and their allocations. Discretionary Management: Clients have the choice to have Contrary Legacy manage a portion of their separate accounts on a discretionary basis. When doing so, Contrary Legacy will invest in the following products on behalf of such Clients: Exchange Traded Funds (“ETFs”), Index Funds (“IFs”), Mutual Funds (“MFs”), Alternative Investments (“AIs”) and other Securities (“OS”) that are consistent with the Client’s overall investment allocation plan, Client Agreement, and Client Direction Letter, including investment vehicles managed by affiliates of Contrary Legacy. The foregoing is not a comprehensive list of services that are provided by the Firm to Clients, nor are the descriptions necessarily the only ways in which the services are provided. Clients should refer to their Client Agreements and Client Direction Letters for information regarding the services applicable to them. Contrary Legacy does not participate in any wrap fee programs. Contrary Legacy manages accounts on a non-discretionary basis. As of December 31, 2023, Contrary Legacy had on a non-discretionary basis $39,660,000 of regulatory assets under management.