A. Description of the Advisory Firm Unified Investment Management, LLC (hereinafter “Unified IM”) is a Limited Liability Company organized in the State of Georgia. The firm was formed in March 2023, and the principal owners are David Travis Weitz and Ryan Powell Malec. B. Types of Advisory Services Portfolio Management Services Unified IM offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. Unified IM creates an Investment Policy Statement for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels) and then constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. 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 Unified IM evaluates the current investments of each client with respect to their risk tolerance levels and time horizon. Unified IM 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. Unified IM seeks to provide that investment decisions are made in accordance with the fiduciary duties owed to its accounts and without consideration of Unified IM’s economic, investment or other financial interests. To meet its fiduciary obligations, Unified IM attempts to avoid, among other things, investment or trading practices that systematically advantage or disadvantage certain client portfolios, and accordingly, Unified IM’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 Unified IM’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. Subadviser Services Unified IM may also act as a subadviser to advisers unaffiliated with Unified IM. These third-party advisers would outsource portfolio management services to Unified IM. Services Limited to Specific Types of Investments Unified IM generally limits its investment advice to mutual funds, fixed income securities, real estate funds (including REITs), equities, ETFs (including ETFs in the gold and precious metal sectors), treasury inflation protected/inflation linked bonds, commodities,

non-U.S. securities, venture capital funds and private placements, although Unified IM primarily recommends equities. Unified IM 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. We also have a fiduciary duty under the Investment Advisers Act of 1940 with respect to all client 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 Unified IM will tailor a program for each individual client. This will include an interview session to get to know the client’s specific needs and requirements as well as a plan that will be executed by Unified IM on behalf of the client. Unified IM may use model allocations together with a specific set of recommendations for each client based on their personal restrictions, needs, and targets. Clients may impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs. However, if the restrictions prevent Unified IM from properly servicing the client account, or if the restrictions would require Unified IM to deviate from its standard suite of services, Unified IM reserves the right to end the relationship. 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. Unified IM does not participate in wrap fee programs. E. Assets Under Management Unified IM has the following assets under management: Discretionary Amounts: Non-discretionary Amounts: Date Calculated: $90,021,250 $0 August 2023