Description of Firm Index Technologies Group, LLC ("ITG") is a registered investment adviser based in New York, NY. We are organized as a limited liability company ("LLC") under the laws of the State of Delaware. We began conducting business in 2023 following the approval of our investment advisor registration by the Securities & Exchange Commission (“SEC”). We are primarily owned by Index Technologies Holdings, LLC. The following paragraphs describe our services and fees. Refer to the description of each investment advisory service listed below for information on how we tailor our advisory services to your individual needs. As used in this brochure, the words "we," "our," and "us" refer to ITG and the words "you," "your," and "client" refer to you as either a client or prospective client of our firm. Portfolio Management Services We offer discretionary portfolio management services. The Advisor serves as a fiduciary to Clients, as defined under the applicable laws and regulations. As a fiduciary, the Advisor owes a duty of loyalty, fairness and good faith towards each Client and seeks to disclose and/or mitigate potential conflicts of interest. ITG's fiduciary commitment is further described in the Advisor’s Code of Ethics. ITG currently offers different investment strategies to Clients, with some strategies focusing on enhancing various indices and others creating custom indices. These strategies are designed for investors with varying degrees of risk tolerance ranging from a more aggressive investment strategy to a more conservative investment approach. Clients whose assets are invested in one of our strategies may not set restrictions on the specific holdings or allocations within the model, nor the types of securities that can be purchased in the model. Nonetheless, Clients can impose restrictions on investing in certain securities or types of securities in their account. We will provide you with a checklist, which is used to indicate if there are certain types of securities you do not want included (i.e., faith and values-based exclusions, as well as individual industry groups like carbon, cannabis, tobacco, etc.). Please note that, depending on the extent of the restrictions, you could be prevented from investing in certain strategies that are managed by our firm. Any restrictions or guidelines must be in writing and agreed to by both parties before investing is undertaken. Our strategies are focused exclusively on publicly traded companies and offered through separately managed accounts, where clients hold the securities directly. Our process is to evaluate all publicly available data on the stocks in a given category for our proprietary criterion expressed through different algorithms. Stock selection is based on measured levels of desirability, first on our financial and business metrics, then on any applicable values preferences or requirements. Stocks are researched, selected and rebalanced in quarterly intervals. The construction of the strategies from those stocks initially selected varies by strategy, but generally relies upon our interpretation of the fundamentals and optimization, rather some standard formula, such as equal or cap weighted. We offer eight enhanced indices, which refers to our process of modifying an existing index. We also offer six custom indices,

which are indices that we have curated, developed and created ourselves. Our current strategies include: SuperDex ITG offers enhanced and custom indices derived from proprietary algorithms applied to the available data of the constituents of each index. The stocks are screened and sorted based on our criterion, then selected for investment in a separate account format and rebalanced every quarter. 5 | P a g e MultiDex ITG offers rules-based screening and composition of exchange traded funds that are focused on various asset classes as an alternative to a single fund or manager. Our strategies are offered in separately managed accounts, rescreened and rebalanced quarterly. In a typical quarter an investor would own five to ten exchange traded funds in their approach to a specific asset class. AlternaDex ITG offers liquid alternative strategies designed to replicate various investment objectives in separate accounts with daily liquidity. Our process it to discover popular alternative strategies, commonly found in hedge funds, and recreate them in an effort to offer investors exposure to the perceived opportunity with increased transparency and liquidity. Some of these strategies include hybrid securities, concentrated positions and short sales of common stock. If you participate in our discretionary portfolio management services, we require you to grant our firm discretionary authority to manage your account. Discretionary authority allows us to determine the specific securities, and the amount of securities, to be purchased or sold for your account, and the timing of purchases and sales, without your approval prior to each transaction. Discretionary authority is typically granted by the investment advisory agreement you sign with our firm and the appropriate trading authorization forms. Our custom indexing strategies are offered to Clients on a fee-based discretionary basis. We will screen and update our custom indexing strategies quarterly. Certain market situations might call for more frequent screening and rebalancing. Please refer to the Account Reviews section for further details. We retain the discretion for stock selection within very defined criterion and universes for each strategy. Your portfolio management agreement will dictate your chosen strategy. After you are invested in the chosen strategy, we do not have discretion to change the strategy or move funds between strategies without your consent. Types of Investments We offer advice on equity securities, corporate debt securities (other than commercial paper), certificates of deposit, municipal securities, United States government securities, private placements, money market funds, REITs, derivatives, structured products, ETFs, interests in partnerships investing in real estate, and interests in partnerships investing in oil and gas interests. Since our investment strategies and advice are based on each Client’s specific financial strategy and goals, the investment advice we provide to you can be different or conflicting with the advice we give to other Clients regarding the same security or investment. Assets Under Management As of January 24, 2024, the Firm had regulatory assets under management of $28,684,651. $20,677,467 in non-discretionary assets and $8,007,184 in discretionary assets.