9AT: LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP

Adviser Profile

As of Date	07/23/2026
Registration	SEC, Approved, 08/01/1994
ADV Location	BOSTON, MA, United States
Contact Info	617 xxxxxxx
Websites

AUM^*	12,835,550,894 -1%
of that, discretionary	12,801,202,678 0%
Number of Employees	109 6%
of those in investment advisory functions	13
Private Fund GAV^*	0
Avg Account Size	3,897,829 2%
% High Net Worth	97.66% 0%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Accounting Firm Name	Filing Date	Form ADV-E
Accounting Firm Name RSM US LLP	Filing Date01/29/2026	Form ADV-E View Report
Accounting Firm Name RSM US LLP	Filing Date10/25/2024	Form ADV-E View Report
Accounting Firm Name RSM US	Filing Date12/21/2023	Form ADV-E View Report

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser WWM ADVISORY INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM280.1m	#Funds-
Adviser IRONSIDES PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM28.6m	#Funds-
Adviser FIFTH FORCE MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM406.9m	#Funds-
Adviser JOHNSON DUNN CAPITAL ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM156.1m	#Funds-
Adviser BLUE OCEAN CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM619.2m	#Funds2
Adviser MEYER HANDELMAN COMPANY LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund22.9m	Total Private Fund GAV22.9m	AUM3.2b	#Funds3
Adviser SUMNICHT & ASSOCIATES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM107.9m	#Funds-
Adviser DOUGLASS WINTHROP ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM6.5b	#Funds-
Adviser WESTOVER CAPITAL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM652.9m	#Funds-
Adviser YOFFE INVESTMENT MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM174.9m	#Funds-

Stock Ticker	Stock Name	$ Position	% Position	$ Change	# Change
Stck Ticker02079K305	Stock NameALPHABET INC	$ Position$957,500,379	% Position9.00%	$ Change586180.00%	# Change608824.00%
Stck Ticker594918104	Stock NameMICROSOFT CORP	$ Position$936,666,541	% Position9.00%	$ Change36.00%	# Change-1.00%
Stck Ticker57636Q104	Stock NameMASTERCARD INC	$ Position$753,011,391	% Position7.00%	$ Change7.00%	# Change-1.00%
Stck Ticker023135106	Stock NameAMAZON.COM	$ Position$554,021,327	% Position5.00%	$ Change611612.00%	# Change585070.00%
Stck Ticker037833100	Stock NameAPPLE INC	$ Position$475,915,485	% Position4.00%	$ Change14.00%	# Change-1.00%
Stck Ticker67066G104	Stock NameNVIDIA CORP	$ Position$435,471,217	% Position4.00%	$ Change15.00%	# Change1.00%
Stck Ticker461202103	Stock NameINTUIT	$ Position$280,491,886	% Position3.00%	$ Change4.00%	# Change-2.00%
Stck Ticker863667101	Stock NameSTRYKER CORP	$ Position$317,605,710	% Position3.00%	$ Change-12.00%	# Change0.00%
Stck Ticker883556102	Stock NameTHERMO FISHER SCIENTIFIC INC	$ Position$305,809,438	% Position3.00%	$ Change586405.00%	# Change435494.00%
Stck Ticker235851102	Stock NameDANAHER CORP SHS BEN INT	$ Position$368,827,852	% Position3.00%	$ Change16.00%	# Change0.00%

Brochure Summary

Overview

Loring, Wolcott & Coolidge Fiduciary Advisors, LLP (“we”, “us”, or the “Advisor”) was created in 1994 to allow the trustees of the Loring, Wolcott & Coolidge Office to provide investment management and advisory services to retirement accounts and other accounts for which they do not serve as fiduciaries. The partners of the Advisor also act collectively to provide investment advice to the trustees in their capacity as fiduciaries. The partners of the Advisor include the trustees of the Loring, Wolcott & Coolidge Office, three former trustees, and one former senior manager. Biographical information on the partners is provided as a supplement to this brochure. Compensation is based on the fees paid by the accounts for which each partner has management responsibilities. Each of the partners has made an equal capital contribution to the partnership. None of the partners is more than a 25% participant in the partnership. We are long‐term investors with a strong bias toward publicly traded equities; however, an attempt is made to tailor portfolios to individual situations and client needs, so other types of investments are considered. In some instances, we utilize mutual funds instead of individual stocks. We also utilize bonds or bond mutual funds for the production of greater income or to control the volatility of a portfolio. Cash is held to ensure adequate liquidity. We make limited use of other asset classes to

meet additional client needs. We use two investment advisor research consultants to assist in our stock selection: David Wendell Associates, Inc. and Nicholas H. Safford & Co., as well as our own internal research analyst. The consultants provide advice to the partners but do not directly manage any client assets. We also have access to a broad range of brokerage investment reports, which provide a broader perspective in our investment decision‐making process. We use two consultants to assist us in our fixed income selection: W.B. Smith and Co. and Paul Kaplan. All clients are permitted to impose restrictions on their accounts. We offer a suite of customized services to socially responsible investors under the trade name “The Sustainability Group”. The Sustainability Group integrates sustainability issues with fundamental analysis and a clear understanding of each client’s goals to provide investment solutions that reflect the client’s priorities. The Sustainability Group also provides for alternative investments in targeted certificates of deposit and community development loan funds. We manage most of our client accounts on a discretionary basis. As of 12/31/2022, we managed $9,624,263,209.04 on a discretionary basis and $64,143,553.62 on a non‐discretionary basis. We often provide ways for our clients to participate in the investment process even though they have given us discretion to manage their accounts.

LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP

LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP

LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS

THE SUSTAINABILITY GROUP

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Similar advisers

Top Holdings

Brochure Summary

Overview

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LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS THE SUSTAINABILITY GROUP

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Similar advisers

Top Holdings

Brochure Summary

Overview

LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP

LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP

LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS

THE SUSTAINABILITY GROUP