A. INTRODUCTION Hall Capital Partners builds, manages, and oversees multi-asset class portfolios for families, endowments, foundations, and other clients. Our reputation has been built on our personal touch, managing portfolios for and delivering strategic advice to clients. The firm is a privately owned, independent, registered investment adviser with 192 employees and offices in San Francisco and New York as of December 31, 2023. The firm and its predecessors began in 1994, initially to manage the portfolios of a few family offices and their private foundations. Hall Capital is led by seasoned investors and is majority owned by personnel. Eric Alt (Co-Chief Investment Officer), Simon Krinsky, and Sarah Stein are Managing Partners and members of the Board, Kathryn A. Hall is Founder and Co-Chair, and John W. Buoymaster is Co-Chair. As of December 31, 2023, no single person or entity owned 25% or more of the firm. The firm is not owned by any institution such as a bank, broker-dealer, or insurance company, but has one affiliation with a Nevada trust services company, Laurel Trust Company (“LTC”). LTC is a wholly owned subsidiary of Hall Capital and provides professional trustee services. As of December 31, 2023, Hall Capital managed approximately $43.5 billion of investment assets for 128 clients and 64 pooled vehicles. As of December 31, 2023, the firm’s “Regulatory Assets Under Management” listed on the Form ADV Part 1A, Item 5 was $50,302,951,631, which included all assets under the management of Hall Capital and its relying adviser, KHALL LLC (see Item 10) plus any uncalled capital commitments of private funds managed by Hall Capital and KHALL LLC (“KHALL”). B. INVESTMENT SERVICES Hall Capital advises on and manages investment portfolios for families, endowments, foundations, and other clients. Hall Capital, through its affiliates, also manages unregistered funds of funds (the “HCP Pooled Vehicles”) that provide various commingled investment strategies for investors. Clients invest with a wide spectrum of “underlying managers” (e.g., managers of private funds (“underlying funds”), separate accounts, and certain mutual funds) either directly or through the HCP Pooled Vehicles. The core of Hall Capital’s business is the creation and management of customized global, multi- asset class portfolios. Each portfolio is customized according to client-specific guidelines and is managed or advised by one or more of the firm’s Portfolio Managers.

Hall Capital specializes in sourcing and selecting underlying managers, allocating capital globally across investment strategies and asset classes, investment execution, portfolio accounting, and reporting for complicated pools of capital. The firm’s Portfolio Management Group is experienced with the distinct needs of families and different types of institutions and employs professionals who have expertise in both areas. Hall Capital’s Research Group consists of approximately 20 members and is responsible for monitoring the capital markets, identifying investment opportunities and risks, and conducting due diligence on underlying managers. May 6, 2024 Page 5 The Research Group is divided into teams that cover broad asset strategies: Public Equity, Private Equity, and diversifying strategies which include Absolute Return/Credit and Real Assets. In each of these areas Hall Capital’s perspective is global, including the North American, developed, and emerging international markets. While the structure is team-based, there is significant collaboration and integration across the teams, and decisions regarding the recommendation of underlying managers are made through a centralized investment decision process. The firm’s Cross Asset Research & Strategy function aims to further develop a broad perspective for framing and comparing investment opportunities by looking across asset classes and markets, implementing additional data analytics, considering strategic asset allocation, and conducting risk analysis. The Research Group, with the support of our Full Consequence Investing® (“FCI”) team, also works to integrate our FCI framework into our investment process by evaluating how managers incorporate impact objectives and business model sustainability, environmental, social, and governance factors into their strategies. Hall Capital seeks to have a close working relationship, and foster long-term partnerships, with all clients to establish and meet each client’s particular objectives and guidelines. The firm works on either a discretionary or non-discretionary basis; our standard fee schedule is the same in both instances. As of December 31, 2023, Hall Capital had non-discretionary authority over approximately $26.3 billion in assets under management and discretionary authority over approximately $17.2 billion in assets under management. Clients may impose restrictions on investing in certain securities or types of securities.