Who We Are StoneRidge PMG Advisors, LLC (“SRPMGA”) is an investment management and advisory firm specializing in U.S. dollar-denominated fixed income portfolios. We have provided discretionary advisory services to institutional clients and high net-worth individuals since 1996. On July 24, 2015, StoneRidge Investment Partners, LLC (“SRIP”) merged the fixed income division of its money management business into our firm. We apply a conservative, disciplined investment approach and seek to outperform benchmark indices through a combination of ‘quantitative’ and ‘fundamental’ tools. Our investment products include:
• Fixed Income Core-Government/Credit
• Fixed Income Core-Aggregate
• Fixed Income Intermediate
• Fixed Income Low Duration
• Limited Maturity
• Cash Management
• Tax Efficient Strategy We also offer a number of other strategies and client specific products in addition to those products listed above. Some members of our portfolio management team have worked together for more than 30 years serving institutional investors. Please refer to Item 8 which describes our investment philosophy and portfolio strategies in greater detail. Ownership History In 1996, the portfolio management team of Anthony “Buck” Basile, Richard Zackroff, Gail Habecker and Natalie Adler formed PMG Advisors (“PMGA”). At that time, PMGA was affiliated with PMG Group Ltd and Pennsylvania Merchant Group, a broker and investment bank based in suburban Philadelphia. In July 2001, Investec Group acquired PMGA from PMG Group Ltd to form an independent

asset management subsidiary of Investec USA Holdings known as Investec PMG Advisors (“IPMGA”). In January 2003, IPMGA’s management purchased 100% ownership from Investec and changed the name of the firm back to PMG Advisors (“PMGA”). Throughout all periods, the staff and decision process have remained intact and independent. From 2003 through July 24, 2015, PMG Advisors was 100% employee owned. On July 24, 2015, StoneRidge Investment Partners, LLC, a money management firm based in Malvern, PA at the time, merged the fixed income division of its money management business into our firm. As a result, PMGA became StoneRidge PMG Advisors, LLC (“SRPMGA”). Additionally, Beltraith Capital, LLC headed by Steven Sanders, acquired the remaining ownership in the firm. The founding partners of PMG Advisors, LLC continue to have an ownership stake in the merged entity, through Advisors Holding, LLC. StoneRidge PMG Advisors, LLC is an emerging and minority owned investment advisor, the breakdown in ownership follows: Beltraith Capital, LLC 62% Minority Ownership 53% Advisors Holding, LLC 38% Female Ownership 8% Total 100% Total Minority/Female 61% Beltraith Capital, LLC is also an owner of StoneRidge Investment Partners, LLC. Steve Sanders owns 46% of Beltraith Capital, LLC and ultimately owns slightly over 28% of StoneRidge PMG Advisors, LLC. As of December 31, 2023, SRPMGA manages $ 981,726,460 in assets under management.