The Eideard Group is a fee-only SEC-registered investment adviser (SEC file number 801- 66396). Our principal place of business is located in Bedford, New Hampshire. We have been in business since 2006 (as R&A Capital Management, LLC prior to June 2011), with Ronald L. Roberts, Managing Member and CEO, as majority indirect owner and John P. Aubin, Managing Member, CIO, as majority direct owner, and CCO. Discretionary assets under our firm's management were $194,146,265 as of December 31, 2023. Non-discretionary assets under our firm's management were $79,411,195 as of December 31, 2023. Third Party Manager Selection and Monitoring Services We primarily recommend investments with unaffiliated third-party separate account investment managers. All recommendations are made independently and objectively and are based exclusively on the suitability of a given selection in terms of its risk-reward profile as it relates to the client’s fact set, expectations, risk temperament and time horizon. All selected managers must have historically demonstrated a specialized expertise in a given investment strategy and must possess a consistent, repeatable investment process. Our independent third party manager search and selection process is the result of extensive internal research and a proprietary due diligence process. The process encompasses a comprehensive review of both historical performance data and underlying quantitative analytics as well as in-depth reviews of qualitative measures including such things as ownership, investment philosophy, staffing, compliance, code of ethics, risk management, policy and procedures and trading efficiencies. Based on a client's individual circumstances and financial needs (as exhibited in the client's investment plan) we determine which selected manager(s) portfolio management style(s) are appropriate for that client. Factors considered in making this determination include account size, risk tolerance, the investment philosophy of the selected third-party manager, and the opinion of each client. We encourage clients to review each third-party manager's disclosure document regarding the particular characteristics of any program and managers selected by us. Once we determine which selected third-party manager(s) are most appropriate for the client, we provide the selected manager(s) with client related investment guidance as it pertains to that mandate. The selected manager(s) then deploy and manage the client's portfolio based upon the client's individual needs as agreed upon. We will regularly and continuously monitor the performance of the selected manager(s). For those clients who grant us investment discretion, if we determine that a given third party investment manager(s) is not meeting our agreed upon management expectations, we will terminate the investment manager(s) and place the client's assets with another suitable investment manager(s) at our discretion and without prior consent from the client. For those clients who do not grant us investment discretion, if we believe that a particular manager is performing inadequately, or if we believe that a different manager is more suitable for a client's particular needs, then we recommend that the client contract with another third-party manager. Under this scenario, we will assist the client in selecting a new manager, and then monitor that manager's performance. However, any move to a new manager is solely at the discretion of the client. Portfolio Management Services We offer continuous advice to a client regarding the investment of client funds based on the individual needs of the client. Through personal discussions in which goals and objectives based on a client's particular circumstances are established, we develop a client's personal investment plan and create and manage a portfolio based on that policy or plan. During our data-gathering process, we determine the client’s individual objectives, time horizons, risk tolerance, and liquidity needs. We typically also review and discuss a client’s prior investment history, as well as family composition and background. We manage advisory accounts on a discretionary

and non-discretionary basis, as agreed upon with each client. For discretionary accounts, we will implement transactions without seeking prior client consent. However, clients cany impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors. For non-discretionary accounts, we will seek prior client consent for every contemplated transaction. (Therefore, clients with non-discretionary accounts should understand that any delay in obtaining consent can result in less favorable transaction terms, including higher security price and/or higher commissions and/or limited availability of the securities sought.) Our investment recommendations are wholly independent. They are not limited to any specific product or service offered by a broker dealer or insurance company. In what we define as the traditional investment space (stocks, bonds, cash and cash equivalents) all within the public markets, we primarily invest in unaffiliated third-party no-load or load- waived mutual funds, exchange traded funds (ETFs) and master limited partnerships (PTPs). We also invest in alternative investments (AI) including third-party sponsored alternative investment funds and private placements. With respect to private placements, our firm at times serves as the managing member or general partner to some private funds that are created by TEG for the purpose of facilitating investments by our clients in various private equity or venture capital investments or marketable equity securities on a pooled basis. A TEG principal can also serve on the Board of Directors of any TEG private fund’s underlying investment. Additional information about the fees related to TEG managed private fund investments are included in the offering documents provided to prospective investors. Because these types of investments involve certain additional degrees of risk, they will only be recommended to accredited and qualified investor clients when consistent with such client's stated investment objectives, tolerance for risk, liquidity and suitability. Family Office Services In addition to or in combination with the portfolio management services described above, our firm provides family office services to ultra-high net worth and high net worth individuals and families to assist them in achieving their goal of a lasting legacy for future generations. Family Office services are structured to offer an integrated, interdisciplinary approach to aggregating and focusing family resources and values to facilitate a common interest in asset protection, cost control, financial education, and family philanthropy, among others. Our Family Office services provide family-specific, custom solutions and relationship management and can include:
• Portfolio Management (as separately described above)
• Comprehensive Risk Management Consulting
• Integration of Tax & Investment Strategies
• Bill Paying Services
• Philanthropy Planning/Charitable Giving
• Family Retreats/Meetings
• Facilitation of Inter-Generational/Inter-Family Communications and Mediation of Inter-Family Conflict
• Engaging outside consultants, including bookkeepers and bookkeeping services, attorneys, private bankers, accountants, insurance advisors, family education advisors, real estate management firms, and ad hoc concierge services that are typically requested by family offices. Consulting/Specialty Services Clients can also receive investment advice and services on a more limited basis. This includes advice on singular areas of concern such as estate planning, retirement planning, insurance issues, annuity advice, bill paying services, analyzing existing traditional financial portfolios and alternative investments and making recommendations regarding concentrated stock positions including hedging techniques, monetization and diversification. We tailor all of our portfolio management, family office and consulting recommendations to the individual needs of each client. All consulting recommendations are based on cumulative information gathered through client questionnaires, electronic communications, telephone and in-person discussions.