EVANSBROOK LLC, dba: Evansbrook Capital Management, specializes in offering investment advisory services in the form of discretionary investment management and advisory services to individuals, high net worth individuals, families, trusts, estates, businesses and charities. Mr. Osman Arain and Ms. Nicole Kustok are the owners of EVANSBROOK LLC. Our firm is a limited liability company, registered with the Securities and Exchange Commission (SEC) and headquartered in the State of Illinois. Mr. Osman Arain is the Chief Compliance Officer (CCO). As of 03/19/2024, Evansbrook Capital Management had $159,851,249.00 in assets under management (AUM) on a discretionary basis. Investment Advisory Services Evansbrook Capital Management assesses a client’s situation by taking the time to listen and learn about each client’s specific situation. With a thorough understanding of the client’s current financial condition and goals, Evansbrook Capital Management, in partnership with each client, uses this information as the cornerstone for developing a comprehensive investment strategy. Evansbrook Capital Management offers discretionary investment management services to its clients. Account investment structure and supervision is guided by a client’s investment objectives, investment experience, time horizon, liquidity needs, risk tolerance, tax circumstances, and other factors. Evansbrook Capital Management’s investment recommendations and decisions are not limited to any specific security or industry and may include investment advice regarding the following types of securities and investment vehicles:  Domestic Equities  Foreign Equities  Exchange Traded Funds (ETFs)  Mutual Funds  Preferred Stocks  Corporate Bonds  Commercial Paper  Certificates of Deposit  Municipal Bonds  U.S. Treasuries  Commodities  Options Because the above investments involve varying degrees of risk, they will only be utilized or recommended when consistent with a client's stated investment goals, risk tolerance, liquidity needs, and tax circumstances. Importantly, we consider the riskiness of any single investment within the broader context of a client’s overall portfolio in addition to the risk characteristics of any individual security. As part of Evansbrook Capital Management’s investment management services, and depending on a client’s individual needs, Evansbrook Capital Management will create custom portfolios that will be individually structured and developed

to align with the Clients goals, risk tolerance and time horizon. Upon assessing a client's individual circumstances, Evansbrook Capital Management can and will customize a client's portfolio based on additional factors. These factors may include, but are not limited to, other holdings and investments, tax circumstances, liquidity needs, job correlation, sector and/or thematic exposure, and personal interests and other client considerations. Once Evansbrook Capital Management constructs an investment portfolio for a client, we will monitor each client’s investment strategy and performance on an ongoing basis and will rebalance the portfolio as we deem appropriate. If client financial circumstances and/or investment objectives change, they are expected to notify Evansbrook Capital Management immediately to ensure the ongoing fit of their portfolio with their specific needs. Qualified Plan Consulting Services Evansbrook Capital Management offers qualified plan consulting services to employee benefit plans and their fiduciaries based upon the needs of the plan and the services requested by the plan sponsor, administrator or named “fiduciary”. In general, these services may include, but are not limited to:
• The creation of an “Investment Policy Statement”
• Non-Discretionary Plan-Level Investment Advice
• Discretionary Plan-Level Investment Advice
• Non-Discretionary Participant Investment Advice
• Discretionary Participant Investment Advice
• Performance Monitoring
• Investment Reports
• Educational Services (meetings & seminars)
• Enrollment Meetings Educational meetings and seminars include: Diversification, Asset Allocation, Risk Tolerance, Time Horizon and other investment-related topics specific to the plan. Evansbrook Capital Management provides additional types of qualified plan consulting services to plans on an individually negotiated basis. All services, whether discussed above or customized for the plan based upon requirements from the plan fiduciaries (which includes additional plan-level or participant level services) shall be detailed in a written agreement and be consistent with the parameters set forth in the plan documents. Depending on the negotiated services to be performed under the Retirement Plan Investment Advisory Agreement, Evansbrook Capital Management serve/act as a “fiduciary” of a plan as defined in Section 3(21) and/or Section 3(38) under ERISA.