Description of Advisory Firm Capital West Partners, LLC (“CWP,” “we,” “our,” or “us”) is a privately owned limited liability company headquartered in Tucson, Arizona. CWP is registered as an investment adviser with the U.S. Securities and Exchange Commission. Jason C. Crane, CFA and Jason J. (J.J.) Ruther founded CWP in 2004 and are the co- owners of the firm. Advisory Services Offered CWP offers the following services to advisory clients: Investment Management Services CWP offers customized asset management services to clients on a discretionary or non-discretionary basis. Our investment management services include the design, implementation, and continued monitoring of the client’s account. When establishing a new client relationship, CWP will collect information concerning the client’s investment goals and experience, risk tolerance, income needs, and financial information. Based on this information provided by the client, CWP will typically prepare an “Investment Policy Statement” and will recommend an investment management strategy consistent with the client’s stated goals and objectives. Upon acceptance of this Investment Policy Statement, CWP will invest the client’s portfolio or engage a third party registered investment adviser (sub-adviser) to invest the portfolio. The securities utilized for client accounts are tailored to the client’s preferences, risk tolerance, and needs, and may depend on the account size and type. CWP may offer investment advice on any investment held by the client at the start of the advisory relationship. For ongoing recommendations, CWP will primarily utilize one or more of the following investment types when making recommendations for client accounts: 1. Equity securities, including stocks and foreign securities listed on US exchanges (ADRs) or foreign exchanges (ordinaries) 2. Fixed income securities, including corporate and government bonds, municipal securities, commercial paper, and certificates of deposit (CDs) 3. Mutual funds and exchange traded funds (ETFs) 4. Money market funds and cash 5. Options contracts on securities Less frequently, we may also utilize: 1. Closed-end funds 2. Exchange traded notes (ETNs) 3. Warrants CWP may offer advice regarding additional types of investments if they are appropriate to address the individual needs, goals, and objectives of the client or in response to client inquiry. We describe the material investment

risks for many of the securities that we recommend under the heading Specific Security Risks in Item 8 below. We discuss our discretionary authority below under Item 16 - Investment Discretion. For more information about the restrictions clients can put on their accounts, see Tailored Services and Client Imposed Restrictions in this Item below. We describe the fees charged for investment management services below under Item 5 - Fees and Compensation. Consulting Services CWP also offers financial consulting services to clients. Our consulting services may be provided as: 1. Separate financial planning services for individuals or institutions; 2. Investment advice for individuals or institutions who do not meet the minimum requirement for our investment management services; or 3. Other consulting arrangements as requested by the client. We describe the fees charged for consulting services below under Item 5 - Fees and Compensation. Tailored Services and Client Imposed Restrictions CWP manages client accounts based on the investment strategy determined for the client, as discussed below under Item 8 - Methods of Analysis, Investment Strategies, and Risk of Loss. CWP applies the strategy for each client, based on the client’s individual circumstances and financial situation. We make investment decisions for clients based on information the client supplies about their financial situation, goals, and risk tolerance. Our recommendations may not be suitable if the client does not provide us with accurate and complete information. It is the client’s responsibility to keep CWP informed of any changes to their investment objectives or restrictions. Clients may also request other restrictions on the account, such as when a client needs to keep a minimum level of cash in the account or does not want CWP to buy or sell certain specific securities or security types in the account. CWP reserves the right to not accept and/or terminate management of a client’s account if we feel that the client-imposed restrictions would limit or prevent us from meeting or maintaining the client’s investment strategy. Assets Under Management CWP manages client assets in both discretionary and non-discretionary accounts on a continuous and regular basis. As of 12/31/2022, the total amount of assets under our management was: Discretionary Assets $ 189,965,650 Non-Discretionary Assets $ 33,523,350 Total Assets $ 223,489,000