Grant Street Asset Management, Inc is a SEC registered investment adviser with its principal place of business located in Canonsburg, PA. Grant Street Asset Management, Inc began conducting business in 1992. Listed below are the firm's principal shareholders (i.e., those individuals and/or entities controlling 25% or more of the voting stock of the company). Michael Mark Evans, Executive Chairman Listed below are the firm's principal shareholders (i.e., those individuals and/or entities controlling 25% or more of the non-voting stock of the company). Kristen Jackson, President and CEO; Shawn Evans, Senior Vice President, Finance; and Patrick Evans, Senior Wealth Advisor Grant Street Asset Management, Inc offers the following advisory services to our clients: INDIVIDUAL PORTFOLIO MANAGEMENT Our firm provides continuous asset management of client funds based on the individual needs of the client. Through personal discussions in which goals and objectives based on the client's particular circumstances are established, we develop the client's personal investment strategy. We create and manage a portfolio based on that strategy. During our data gathering process, we determine the client’s individual objectives, time horizons, risk tolerance, and liquidity needs. As appropriate, we may also review and discuss a client’s prior investment history, as well as family composition and background. We manage these advisory accounts on a discretionary basis. Account supervision is guided by the client's stated objectives (i.e., maximum capital appreciation, growth, income, or growth and income), as well

as tax considerations. Clients may impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors. Once the client's portfolio has been established, we review the portfolio on an ongoing basis, and if necessary, rebalance the portfolio, based on the client's individual needs. Our investment recommendations are not limited to any specific product or service offered by a broker dealer or insurance company and will generally include the following securities:
• Exchange listed equity securities
• Mutual fund shares and exchange traded funds
• Securities traded over-the-counter
• Foreign issuers
• Corporate debt securities (other than commercial paper)
• Certificates of deposit
• Municipal securities
• United States governmental securities
• Options contracts on securities
• Futures contracts on tangibles
• Interests in partnerships investing in real estate Because some types of investments involve certain additional degrees of risk, they will only be implemented when consistent with the client's stated investment objectives, tolerance for risk, liquidity, and suitability. Financial Planning Financial plans and financial planning may include, but are not limited to: investment planning; life insurance; tax concerns; retirement planning; and education planning. AMOUNT OF MANAGED ASSETS As of 12/31/2023, we were actively managing $565,044,683 of client assets on a discretionary basis and $13,621,580 of client assets on a non-discretionary basis.