Description of Firm Meyer Handelman Company LLC is an SEC-registered1 investment advisor serving principally high net-worth individuals, trusts, and charitable foundations. The Company was founded by Meyer Handelman on October 1, 1933, who was the sole proprietor. The Company became a partnership in 1951 and reorganized as an LLC in 2009. The Company remains family-run by descendants of Meyer Handelman, three of whom are the sole members of the LLC. In addition to investment portfolio management, the Company is involved in estate administration, business counsel, and financial planning for its clients. These activities are integrated with and related to the investment advisory business. The members of the Company and other descendants of Meyer Handelman also act as fiduciaries of trusts and estates. Principal Owners Meyer Handelman Company LLC is a privately held company whose principal owners and only owners are Richard A. Handelman, Scott M. Handelman, and Zachary S. Handelman. Advisory Services Meyer Handelman Company LLC provides continuous and regular supervisory and management services with respect to security portfolios. For the majority of accounts, the Company has full discretion regarding the selection of securities and the buying/selling of securities. For some accounts, the Company has selected one or more sub-advisors for accounts. These sub-advisors are monitored regularly. Client Management The Company’s members oversee all of the Company’s client accounts. The members may decide to designate one of them as the “primary” contact for specific clients’ communications, but all members are responsible for overseeing all matters concerning the client accounts. The members develop investment guidelines for the clients’ accounts based on consultation with the client. These investment guidelines are based on the client’s goals, risk tolerance, overall net- worth, cash flow needs, estate plan, and investment preferences. Members disclose to each other

in a timely manner significant changes in client circumstances which may affect client account investment guidelines. At least four times a year, client accounts are reviewed by the members and portfolio managers to confirm whether the accounts conform to the established investment guidelines. Additionally, portfolio reviews are held with each client annually, at a minimum, but could be more frequent depending on their preferences. Circumstances which may cause an account to be reviewed more frequently include maturities, gifts and contributions, withdrawals or additions of funds, mergers or acquisitions of companies, price movements, changes in evaluations of securities, or changes in circumstances of the client. Macroeconomic events, such as general economic changes and changes in federal policies, are also considered. 1 Registration does not imply a certain level of skill or training. Each client’s account is managed individually, taking into consideration the account’s objectives, size of individual holdings, tax cost bases, age of client, availability of cash reserves or need to build up cash reserves, and overall holdings for the particular client (e.g., if the client has several trust accounts in addition to a personal account). Clients may impose restrictions on investing in certain securities or types of securities. Any such request is noted by the member in primary contact with the client and disclosed to the other partner and to concerned employees working on the account. The member receiving the request documents if and when such restrictions become contrary to investment activity in accordance with the Company’s general investment policies and portfolio management processes, policies and procedures. Assets under Management As of December 31, 2023, the Company managed client assets of $2,874,000,000 on a fully discretionary basis for 436 client accounts and client assets of $2,215,000 on a non-discretionary basis for one client account.