Argent Capital Management, LLC was founded in 1998 and is a registered investment adviser. We are a Missouri limited liability company that is 100% owned by current employees, of which Steven L. Finerty is the principal owner. Our Mission Argent’s mission is to provide superior investment management in conjunction with a level of personal service and communication that is unique in the investment management community. We provide investment advice to endowments, foundations, pension funds, investment companies and high net worth individuals. The firm was responsible for approximately $3,428.588,706 in assets under management as of December 31, 2023. We manage all client assets on a discretionary basis, although accounts may be customized to achieve specific client objectives and clients may impose reasonable restrictions on particular securities. In addition to advising on publicly-traded equity securities, we may provide advice with respect to a client’s investments in mutual funds, exchange-traded funds, investment grade corporate bonds, government bonds, commercial paper, certificates of deposit, warrants, limited partnerships, real estate investment trusts and money market funds. Investing in securities involves risk of loss that clients should be prepared to bear. Please see Table 1 at the end of this disclosure for an important summary of the primary investment risks and the steps taken by Argent to manage these risks. Investment Philosophy Argent provides investment management services for domestic equity portfolios. We have built all of our strategies upon a similar investment philosophy. Argent invests in high quality, enduring businesses that have growing cash flows, a durable competitive position and allocate capital wisely. This results in a concentrated portfolio of best ideas for our clients. Argent employs a team approach to portfolio management, with each of the firm’s investment strategies being managed by a portfolio manager, who is supported by a team of analysts. The firm’s Investment Committee is responsible for the oversight and management of Argent Capital Management’s investment strategies. Argent is built on the concept of collaborative investment processes and empowered investment professionals. The purpose of the Investment Committee is to formalize the sharing of ideas and foster communication across and between Argent’s portfolio management teams. This team approach allows us to make prompt investment decisions while avoiding the burden of a large bureaucratic structure. Large Capitalization Strategy The goal of the Large Cap Strategy is to outperform our benchmarks, either the S&P 500® or the Russell 1000 Growth® Index, over the long term. Our review begins with a universe of all U.S. companies with a market capitalization of $3 billion or more. Argent Capital’s® Large Cap Strategy consists of a portfolio of 30-35 stocks. Each of these stocks must demonstrate the characteristics consistent with our investment approach. Argent invests in high quality, enduring businesses that have growing cash flows, a durable competitive position and allocate capital wisely. Our process results in a low turnover portfolio with high active share that represents our commitment to stand apart from our benchmark. Dividend Select Strategy The goal of the Dividend Select Strategy is to outperform the Russell 1000 Value® over the long term. Our review begins with a universe of all U.S. companies with a market capitalization of $3 billion or more. Argent Capital’s® Dividend Select Strategy consists of a portfolio of 30-35 dividend

paying stocks. Each of these stocks must demonstrate the characteristics consistent with our investment approach. Argent invests in high quality, enduring businesses that have growing cash flows, a durable competitive position and allocate capital wisely. Our process results in a low turnover portfolio with high active share that represents our commitment to stand apart from our benchmark. Mid Capitalization Strategy The goal of the Mid Cap Strategy is to outperform the Russell Mid Cap® Index over the long term. Argent’s Mid Cap process begins by screening the approximately 1,500 companies with market capitalizations in the range of the Russell Midcap Index® and average daily trading volume of $20 million. Argent Capital’s® Mid Cap Strategy utilizes an integrated blend of quantitative and fundamental research to identify opportunities to purchase ownership stakes in good businesses that meet our criteria of investing in high quality, enduring businesses that have growing cash flows, a durable competitive position and allocate capital wisely. Argent’s Mid Cap process results in a concentrated, low turnover portfolio consisting of 40-50 companies. We seek to own these companies for the long term. Argent is also the advisor to the Argent Mid Cap Collective Investment Fund® and is the sub- advisor to the Argent Mid Cap ETF® (ticker: AMID). Focused Small Capitalization Strategy The goal of the Focused Small Cap Strategy is to outperform its benchmark the Russell 2000® Index over a full market cycle. We will typically invest in stocks within the market capitalization range of the Russell 2000® at the time of investment/purchase. Argent Capital’s® Focused Small Cap Strategy consists of a portfolio of 35-45 stocks. Each of these stocks must demonstrate the characteristics consistent with our investment approach. Argent invests in high quality, enduring businesses that have growing cash flows, a durable competitive position and allocate capital wisely. Our process results in a low turnover portfolio with high active share that represents our commitment to stand apart from our benchmark. SMID Capitalization Strategy The goal of the SMID Cap Strategy is to outperform the Russell 2500® Index over the long term. Argent’s SMID Cap process begins by screening the approximately 2,500 companies with market capitalizations in the range of the Russell SMID Cap Index®. Argent Capital’s® SMID Cap Strategy utilizes an integrated blend of quantitative and fundamental research to identify opportunities to purchase ownership stakes in good businesses that meet our criteria of investing in high quality, enduring businesses that have growing cash flows, a durable competitive position and allocate capital wisely. Argent’s SMID process results in a concentrated, low turnover portfolio consisting of 40-50 companies. We seek to own these companies for the long term. All of Argent’s strategies are available as separately managed accounts. Sell Discipline In implementing our strategies, we generally purchase a security with the intent of holding it for the long term. If a company's execution deteriorates and/or valuation becomes excessive relative to our investment thesis, we sell and direct the assets to a more attractive opportunity. Specifically, we may sell a security for any reason, including but not limited to: excessive valuation; poor execution; permanent impairment of the company; an individual stock holding representing greater than a predetermined percentage of the total portfolio; or a source of cash for a better opportunity. DISCLOSURE BROCHURE