Introduction Lynx is an investment adviser that provides fee-only asset management and investment advice. Lynx was founded in 1996 by Brian Chait, its President, and Chief Compliance Officer. Lynx is a registered investment adviser with the Securities and Exchange Commission (“SEC”). Lynx provides investment advice through investment adviser representatives (“advisor” or “IAR”) associated with us. Our advisors must have a minimum of three years’ investment or business experience and/or an undergraduate degree. Lynx is an independent, family owned, fee-only investment management firm. We advise individuals, high net worth individuals, trusts, estates, pension plans, profit sharing plans, corporations, and other businesses. We manage client investment accounts within the scope of a client’s financial situation and risk profile. Lynx is committed to highly personalized and responsive service to our clients. We believe each client is unique and deserves their own specific investment plan based upon their tolerance for risk and long-term objectives, among other factors. Brian Chait is Lynx’s sole shareholder, controlling 100% of Lynx. Services We provide investment advice and discretionary asset management. We manage client’s investment accounts, primarily with an emphasis on growth, within the parameters of the client’s objectives and financial circumstances. We offer five core investment service categories based on individual client needs:  A Dividend Growth Strategy, which aims for stable conservative returns  An Exchange Traded Fund (ETF) portfolio, with the goal of a global macro tactical tilt approach  A commodity allocation through the use of Exchange traded Funds  A covered call income generating strategy  Customized bond and income portfolios We primarily utilize stocks, bonds, exchange traded funds, other funds and covered options transactions in our client’s accounts. On occasion, depending on a client’s risk tolerance, we may utilize short selling strategies. Assets Under Management As of December 31, 2023, we had a total of $163,771,692 in discretionary assets under management. This total amount is managed on a discretionary basis which means, you, the client has given us the authority to determine the following without your consent prior to any transaction in the account: Lynx Capital Group, Ltd. ADV Part 2 March 2024 Page 6 of 17  Securities to be bought or sold for your account;  Amount of securities to be bought or sold for your account;  Broker-dealer to be used for a purchase or sale of securities for your account; and  Commission to be paid for purchase or sale of securities in your account. While we may have trading discretion on your account (i.e., placing trades in your account without your approval), trading activity occurs only as necessary. Trading in a client account may be required in the following situations, among others: (1) to meet initial allocation targets, (2) after substantial cash deposits or transfer of assets from other brokerage accounts that require investment allocation, and/or (3) after a request for a withdrawal from a client account that requires liquidation of a position. In addition to targeted transactions, your account may be rebalanced or reallocated periodically in order to reestablish the targeted percentages and objectives of your initial asset allocation. You will be responsible for any and all tax consequences resulting from transactions in your account. We are not tax professionals and do not provide tax advice. However, we will work with your tax professional to assist you with tax planning. You will have the opportunity to meet with your advisor periodically to review the assets in your account. Asset Management Asset Management is the professional management of securities (stocks, bonds, ETFs, and other securities) and assets (e.g., real estate) in order to meet your specified investment goals. The recommended portfolio may include various securities such as individual equity securities, ETFs, covered calls and bonds. With an Asset Management Account, you engage one of our advisors to assist you in developing a personalized asset allocation program and custom-tailored portfolio designed to meet your investment objectives. You will meet with us to discuss your financial circumstances, investment goals and objectives, and to determine your risk tolerance. We may ask you to provide statements summarizing current investments, income and

other earnings, recent tax returns, retirement plan information, other assets and liabilities, wills and trusts, insurance policies, and other pertinent information. Based on the information you shared with us, we will analyze your situation and recommend an appropriate asset allocation or investment strategy. Our recommendation and ongoing management are based upon your investment goals and objectives, risk tolerance, and the investment portfolio you selected. We will monitor the account, trade as necessary, and communicate with you. We will monitor your circumstances in quarterly and annual account reviews. These reviews may be conducted in person, by telephone conference, and/or via a written inquiry/questionnaire. We will work with you on an ongoing basis to evaluate your asset allocation, as well as rebalance your portfolio, as necessary, to keep it in line with your objectives. You must notify us promptly when your financial situation, goals, objectives, or needs change as these provide the basis for your investment strategy. You may, at any time, impose restrictions on your account. Restrictions may be a specific company security, industry sector, asset class, or any other restriction you request. Under certain conditions, securities from outside accounts may be transferred into your advisory account. However, we may recommend that you sell any security if we believe that it is not suitable for the current Lynx Capital Group, Ltd. ADV Part 2 March 2024 Page 7 of 17 recommended investment strategy. You should always consult with your tax advisor for specific tax advice. The funds in the account will be held in custody, in your name, at a qualified custodian. We recommend that clients utilize Fidelity Investments (“Fidelity”) as their qualified custodian. You will enter into a separate custodial agreement with Fidelity. You will, at all times, maintain full and complete ownership rights to all assets held in your managed account, including the right to withdraw securities or cash, proxy voting, and receiving transaction confirmations. You grant, in writing, limited discretionary authority to Lynx over your account so that we may select the securities and amounts of securities to be bought and sold in your account, within the parameters of your stated objectives and risk tolerance for such account. This limited authority allows Lynx to give instructions to the custodian to effect transactions, deliver securities, make payments, and certain other matters, in your account. The custodian will provide all clearing, trading, and brokerage services for your account. You will receive statements directly from the custodian periodically, monthly if there is activity in the account and, at least quarterly if there is no activity. Lynx’s asset management services include the following:  Review of your current financial situation;  Monitoring and tracking of assets under management, including quarterly reviews and annual rebalancing  Providing portfolio statements, periodic rate of return reports, asset allocation statements, and rebalancing reports as needed  Advice on asset selection  Determination of asset allocation models  Providing research on performance and factors relating to investments  Assistance in setting and monitoring goals and objectives based on consultations and discussions of your risk tolerance  Providing personal consultations as necessary The Asset Management relationship may be terminated at any time upon written notice by either party. If written notice is made, by you, within the first five days from the date of entering into an Investment Supervisory Services Agreement with Lynx, any fees paid by you will be refunded. Thereafter, you are responsible for paying for services rendered up until the date the written notice of termination is received by us. Certain assumptions may be made with respect to interest and inflation rates and the use of past trends and performance of the market and economy. Past performance is not an indication of future performance. Lynx Capital Group, Ltd. ADV Part 2 March 2024 Page 8 of 17 Other Services On occasion, we may provide specific investment advice pertaining to investments, securities, or financial circumstances not related to our standard Asset Management services. We may also assist you with the selection of other Advisers or financial services professionals. Wrap Fee We do not sponsor or participate in a third-party sponsored wrap fee program.