Barksdale Investment Management is an independent, employee-owned, majority women-owned Registered Investment Advisor under the Investment Advisors Act of 1940. The firm was founded in December 1984 by Weaver C. Barksdale. The firm has distinguished itself in the management of customized fixed income investment management services for institutional investors seeking specialized separate account investment strategies that conform to specific, standards, or government regulations. Barksdale has since grown to also offer equity, core plus, high yield and enhanced cash portfolio management services to clients which now include both institutions and high net worth individuals. In October 2021, Barksdale Investment Management became a WBENC-certified, Women’s Business Enterprise (WBE). As of December 31, 2023, the firm managed just over $3.466 billion in client assets, on a discretionary basis. We offer our investment management services on a discretionary basis to clients seeking: Fixed Income (both taxable & tax- exempt) Investment Grade - Core Aggregate - Intermediate - Short Duration - Cash High Yield Equity Diversified Value International Deep Value Balanced management (a combination of fixed income and equity strategies). For information regarding these strategies, please contact Jim Murphy at (615) 665-1085 or at [email protected] Fixed Income Portfolios: The Barksdale fixed income portfolio management team maintains a robust investment philosophy and process. The process is a blend of top-down and sector/security-specific analysis. We believe it is thorough and balanced, utilizing elements from fundamental, quantitative, and technical analysis to maximize returns within each client’s risk tolerance. The degree to which corporate bonds and other risk assets are overweighted at any given time is dependent upon economic and market sector conditions as well as client guidelines. Equity Portfolios are constructed generally using publicly traded U.S. companies and American depositary receipts that are generally included in the portfolio's comparable index, such as the Standard & Poor’s 500 or Russell Value 1000, for example. Our investment strategies are proprietary and based on quantitative and qualitative fundamental analysis of companies, driven by income and balance sheet data, as well as other portfolio management techniques. Because the stocks are selected from a group of U.S. publicly traded companies, they are well known entities and afford

substantial market liquidity. | P a g e 6 In addition to separately managed accounts Barksdale provides equity model delivery services through another, unaffiliated, financial institution (“Sponsor”). We provide the model portfolio to the sponsor and the sponsor utilizes the model portfolio to provide discretionary advisory services to its clients. Balanced Portfolios consist of a combination of our equity and fixed income techniques with the relative commitment to each asset class being dependent on an assessment of each client's income needs and risk tolerance level. Barksdale customizes portfolios to meet the specific risk tolerance and guidelines of each client’s portfolio. While the same disciplined investment process is utilized to manage several individual portfolios requiring a certain style, each portfolio is constructed and managed according to the needs of the client. Portfolios are designed to meet each client's specific requirements for liquidity, credit quality, duration, etc. From time to time, an account’s guidelines will change at the initiation of the client, its consultant or the portfolio manager. Our portfolio management team employs a variety of investment styles, which will differ based on a range of factors including, but not limited to, risk profiles, benchmarks, tax considerations, liquidity needs, time horizons, durations, sector concentrations, and capitalization ranges. Our portfolio management team customizes client portfolios within the same style because of the client’s specific guidelines and how the management team adapts those guidelines to market constraints at any given time. At times, the managers’ decisions reflect an assessment of the suitability of the particular security for a specific client. Such decisions result in different investment returns between investment styles and among accounts managed by the same portfolio manager. We feel our goals are aligned with those of our clients. Our only source of income is from fees charged for active portfolio management. Barksdale requires all employees who render investment advice to have obtained an undergraduate degree and a master's degree in economics, finance or business and/or enrollment in the Chartered Financial Analysts (“CFA”) program. The Board of Directors, at its discretion, can waive the educational requirements or CFA enrollment if a prospective employee has sufficient experience to warrant such an exception. We do not provide investment banking or broker-dealer services.