Seizert Capital Partners (SCP) was formed in 2000. We are principally owned by our portfolio managers, Edward Eberle, David Collon, and Thomas Kenny, who collectively own 100% of the issued and outstanding shares of the firm. SCP provides discretionary portfolio management services for the following types of Clients:
• Institutions (other than individuals)
• High Net-Worth Individuals
• Collective Investment Trusts Institutional Clients The investment needs of our institutional Clients are as unique as are those of our high-net-worth individuals. We are equity asset managers, and our institutional Clients look to SCP to provide expertise as a specialized manager in equity securities (Please see Item 8). Our institutional Clients typically (but not always) come to SCP with their own Investment Policy Statement (IPS), prepared by the institution or through an institutional investment consultant, un-related to SCP. We assess your IPS, note any investment restrictions and execute a strategy (or combination of our strategies) best suited to meet your investment goals or objectives. As is the case with all our services, we purchase, sell, or hold individual equity securities as we determine appropriate for your specific needs and circumstances. This includes your cash flow needs, time horizons for benefit payments, etcetera that vary from institutional investor to institutional investor. High Net-Worth Portfolio Management Services In providing portfolio management services to Individual High Net-Worth Clients, we gather information regarding your personal financial information through meetings with you or your representative. Typically, we ask about your personal and family obligations, net worth, income and tax information, investment goals and objectives, tolerance for risk, time horizons, cash flow needs and any investment restrictions. We will use the information you provide to us in determining your investment goals and needs which then govern our management of your account(s). Of course, if changes occur to your personal circumstances, you are requested to notify us as soon as possible. Examples include but are not limited to the following: divorce, marriage, death in the family, birth of a child, grandchildren, charitable desires, retirement, loss of a job, etc. All may have an impact on your finances, your investment objectives and, accordingly, our management of your account. We emphasize individualized attention to your assets and investment needs. We manage Client accounts on a discretionary basis, which means all investment decisions are made by us. We tailor our services to meet the individual needs of each Client. At your request, we will review any of our decisions with you and/or your other professional service providers (for example, other financial advisors, financial planners, attorneys, or accountants). As described under Item 8 below, there are several strategies we may utilize in the management of your assets, based on your individual needs. We may combine one or more strategies as appropriate based upon your investment objectives. 2 | P a g e S e i z e r t C a p i t a l P a r t n e r s Dual

Contract Programs (SMA) SCP provides investment advisory services to SMAs through dual contract managed account programs in a dual contract program, a Client separately arranges with a third party for custody, financial advisory, and certain trading services to be provided on a partially bundled basis. SCP provides its advisory services pursuant to an advisory agreement directly with the Client. In a partially bundled program, certain services (typically custody, financial advisory, and trading) are provided under a partially bundled fee arrangement negotiated by the Client. Sub-Advisory Relationships Separately Managed Accounts SCP provides sub-advisory services on a discretionary basis to certain Clients who are obtained through unaffiliated investment advisors. We will place all orders for the execution of purchase and sale transactions for the Clients on these platforms (see Item 12). Generally, the sponsor of the program will provide the Clients with all servicing including but not limited to execution, recommendations, monitoring of SCP, and reporting. If requested the Clients will receive SCP’s quarterly report. Unified Managed Account Programs SCP provides investment advisory services to several investment advisors. SCP is party to certain arrangements known as unified managed account (“UMA”) programs where the UMA sponsor offers its Clients discretionary management of all or a portion of their accounts in the UMA program based on one or more investment objectives, styles, or strategies (“Strategy”) offered by affiliated and unaffiliated investment advisors. Through agreements for each UMA program in which SCP participates, SCP provides the UMA sponsor with a Model Portfolio for a particular Strategy. The UMA sponsor retains full discretion to accept, modify, or reject SCP’s recommendations as reflected in the Model Portfolio and the UMA sponsor will place all orders for the execution of all purchase and sale transactions for its UMA program Client accounts. Under each UMA program, program Clients are Clients of the UMA sponsor and are not Clients of SCP. The UMA sponsor (not SCP) is responsible for determining whether a particular investment continues to be appropriate for a program Client. Collective Investment Trusts (CIT) Collective investment trusts are a bank-administered trust in which the bank acts as the trustee and a fiduciary for the CIT and holds legal title to the trust assets. SCP is retained by the trustee to manage the assets in the CIT. SCP is the investment adviser to a CIT, the Large Cap Value CIT. SCP provides discretionary investment management to the CIT. CITs are available only to qualified retirement plans, such as 401(k) plans and governmental plans. SCP has the ability to manage other strategies as a Collective Investment Trust. 3 | P a g e S e i z e r t C a p i t a l P a r t n e r s Assets under Management As of December 31, 2023, Seizert Capital Partners had an aggregate of approximately $2.2 billion in assets under management and advisement. Discretionary assets under management represented $2.1 billion and advisory-only assets represented $90 million.