StoneRidge Investment Partners, LLC (“SRIP” or the “Firm”) is a suburban Philadelphia- based emerging and minority-owned Registered Investment Adviser. SRIP was formed in 1999 by a team of equity investment professionals formerly with Meridian Investment Company, a division of First Union. In 2009, Beltraith Capital, LLC (“Beltraith”), a syndicate led by Steven L. Sanders, acquired a 55% ownership interest in SRIP. Mr. Sanders became Chief Executive Officer and Chief Investment Strategist to lead the company. Today, Beltraith’s equity stake in SRIP totals 60.19%. On July 24, 2015, SRIP consummated a transaction which merged the fixed income division of SRIP with PMG Advisors, LLC (renamed StoneRidge PMG Advisors, LLC) (“SRPMGA”). At the same time, Beltraith acquired a 62.23% equity stake in SRPMGA. Mr. Sanders is also the Chief Executive Officer and Chief Investment Strategist of SRPMGA. Effective May 1, 2020, Forefront Analytics, LLC has taken a 30% ownership interest in SRIP and Dr. Christopher Geczy serves as Co-Chief Investment Officer of the firm. SRIP offers separate account equity management to institutional investors and other investment advisers, while also offering model portfolio services to other investment advisers. Equity products include: Large Cap Core Equity, High Quality Large Cap, Large Cap Constrained Volatility, Dynamic Small Cap Equity, and Smid Growth Long Term. In advising our institutional equity clients, SRIP adheres to the restrictions and guidelines imposed by clients. SRIP serves as investment manager to two Counsel Trust Company Collective Investment Funds (“CIFs”) for tax qualified pension and profit-sharing plans and related trusts; serves as investment

manager to one Counsel Trust Company Common Trust Fund (“CTF”) for taxable accounts; and serves as investment manager to a Counsel Trust Company managed 3(c)(1) fund. This unregistered 3(c)(1) fund was established to facilitate the investment of IRA monies. SRIP has a contractual relationship with an investment adviser under their Unified Managed Account (UMA) program where we provide models of our proprietary investment strategies (referred herein as ‘SRIP models’). Under these arrangements, SRIP does not have investment discretion over the investment adviser’s client accounts (referred herein as ‘Model portfolios’) and assets, nor does SRIP communicate directly with the investment adviser’s clients. The investment adviser initially determines whether one or more SRIP models is suitable to a particular client’s circumstances. The model portfolio is then managed according to the SRIP model’s strategy, rather than each client’s individual needs. SRIP models are structured using the same approach as we do for strategies used in our separately-managed account clients. Generally, the only differences are due to separately-managed client-imposed guidelines and restrictions. SRIP is not responsible for trade executions and other functions within the model portfolios. The underlying investment adviser’s clients retain individual ownership of all securities. These UMA assets are not included in our Assets Under Management (AUM). As of December 31, 2023, StoneRidge Investment Partners, LLC managed $243,154,729 in discretionary assets for institutional investors and other investment advisers, including public funds, Taft-Hartley plans, unregistered private funds, insurance companies, and foundations.