Overview Catalytic (“Catalytic,” the “Firm,” “We,” or the “Adviser”) is an asset management firm providing tailored financial advisory and wealth management services. Catalytic provides investment and advisory services to individuals and institutions. Catalytic, a Delaware limited liability company, was established in 2023 and is wholly owned (indirectly through various intermediate entities) by General Catalyst Group Management, LLC, which is owned, directly and indirectly, including through GC Management Partners, L.P. and GC Partners Holdings, LP, by General Catalyst Group Management Holdings, L.P. and ultimately principally owned by David Fialkow, Hemant Taneja, and Ken Chenault. Investment Management Services Catalytic helps its clients steward their wealth and accomplish other life objectives by managing their portfolios of liquid and illiquid investments, primarily on a discretionary basis. Catalytic’s client services are designed to provide personalized wealth management solutions for ultra-high net worth and high net worth individuals, trusts, estates, families, foundations, endowments, charitable organizations, corporations, and other business entities (each, a “Client”). Catalytic intends to provide these advisory services through various investment practices, each of which has its own advisory focus and strategies, driven primarily by the types of clients they service and team expertise. Typically, when providing investment advisory services, the Adviser has full discretion to select securities to buy and sell for a Client’s account. Client accounts are tailored to address the specific goals, objectives, and constraints of each Client. We consider a range of factors that can impact the investment management process, including risk tolerance, investment time horizon, current and future cash needs, and such other circumstances deemed relevant. Advisory services are provided pursuant to an investment management agreement (“IMA”) between Catalytic and each Client and include (i) an evaluation of the Client’s existing assets and financial objectives and implementation of an investment program based on such evaluation and objectives and (ii) ongoing monitoring of the Client’s portfolio including any of the Client’s existing managers or funds that were not recommended by Catalytic, but that the Client has directed one of Catalytic’s investment representatives (“Wealth Managers”) to keep as part of the Client’s account(s). Clients can impose reasonable restrictions on investing in certain securities or types of securities subject to the approval of Catalytic. Catalytic does not provide legal, tax, or accounting advice. In limited circumstances, Catalytic offers non-discretionary advisory services; in such cases, Catalytic will not exercise discretion as described above but will instead make recommendations and proposals and act upon Client instructions. Catalytic provides these advisory services, in more cases, in conjunction with an investment in privately offered investment vehicles, funds, accounts, or other arrangements with third-party managers, privately offered investment vehicles, funds, accounts, or other arrangements managed by third parties and affiliated investment advisers of Catalytic, including the private funds managed by General Catalyst Group Management, LLC (collectively, the “GC Funds”), and direct private investments with the goal of maximizing expected returns on a risk-adjusted basis. Depending on an individual

Client’s objectives, Catalytic may invest in a broad mix of U.S. and foreign securities and financial instruments, in both traditional and alternative asset classes. Catalytic typically invests in: pooled vehicles (hedge funds, private equity funds, venture capital funds, mutual funds, and exchange-traded funds) managed by other investment advisers and by affiliated investment advisers (including affiliates of the Adviser), accounts managed by other investment advisers, public equities, fixed income securities, cash equivalent instruments, currencies, real assets, natural resources, privately offered securities, private equity and co- investments in private equity, private debt, sponsors or general partners of private investment funds, options, futures, warrants, derivatives, swaps/forwards, and commodities, among other public and private instruments. Financial Planning Services Catalytic offers financial planning services to high net worth and ultra-high net worth Clients. Financial planning services generally include an assessment of a Client’s financial situation as well as the goals and objectives the Client would like to achieve. The financial planning services are also generally a collaborative undertaking where Clients and Catalytic Personnel (as defined below) work together to develop a financial plan. Depending on the Client’s personal situation, a number of relevant financial planning elements may be addressed. These elements may include but are not limited to one or more of the following: - A review of the Client’s goals and objectives - Retirement planning - Education planning - Estate and wealth transfer planning - Insurance planning/risk management - Asset allocation review and recommendations - Cash management and certain treasury services - Philanthropic planning - Business succession planning - Equity compensation planning - Tax education and considerations Independent Managers Catalytic has entered into, and expects to enter into additional, sub-advisory agreements for separately managed accounts with other investment advisers, and Clients can choose to enter into agreements directly with these other investment advisers for separately managed accounts (“Independent Managers”). These Independent Managers are not affiliated with Catalytic. They provide discretionary investment management services which incur additional fees as described in Item 5. Catalytic selects and recommends Independent Managers that it believes are appropriate for a Client’s needs and objectives. The Independent Managers buy and sell securities over time as they manage sub-advised accounts directly on a Client’s behalf. Certain Independent Managers will utilize put writing strategies in sub-advised separately managed accounts with an objective to generate option premium over time by selling and actively managing a portfolio of index put options, including management of index put options or actively managing put options. Catalytic does not make individual security selection decisions for these accounts. Catalytic monitors the investments in the accounts, but not to the degree that it does in accounts that it directly manages. Catalytic reviews the Independent Managers’ investment returns and performs periodic due diligence on the Independent Managers. Not all Clients utilize Independent Managers. Clients are not required to utilize Independent Managers. As of February 29, 2024, Catalytic has $1,714,816,648 in assets under management.