(A) Introduction to Riverview Capital Advisers, LLC Riverview Capital Advisers, LLC, a Massachusetts limited liability company formed in 2006 (hereinafter "RCA" or “Riverview”), is a federally registered investment adviser, providing various investment supervisory services to a variety of clients.1 Riverview is owned by Alan Arcadipane and Paula Pienkowska and principally managed by Paula Pienkowska. (B) Service Options RCA provides three service options: 1. Investment Management Services 2. Family Office Services 3. Business Advisory Services After reviewing the particular services available under each option (summarized below), clients select the service option(s) that they determine will best meet their needs. Each advisory client must sign an Investment Advisory Agreement ("Advisory Agreement") to reflect the choice(s) made and the manner in which RCA will be compensated for the service(s) selected. I. INVESTMENT MANAGEMENT SERVICES RCA provides Investment Management Services, which grant discretionary authority to RCA, for clients who choose this option to provide direct and indirect management as summarized below. Assets are managed in each individual client's account according to such client's stated goals and objectives, as set forth in the client's Investment Policy Statement, or as amended by the client from time to time. For client accounts utilizing this service, RCA has discretion to use the services of third-party portfolio manager(s) to meet each client's specific needs. Such third-party portfolio manager(s) may have discretion to handle the day-to-day investment management of the respective portion of client’s account(s). In providing Investment Management Services, RCA and RCA Investment Adviser Representative (“RCA Adviser”) will furnish supervisory and management services over client account(s) through analysis of client investment goals, needs, objectives, and restrictions, as identified by the client from time to time. RCA provides direct management and security selection for each account for clients selecting this service and/or oversight of third-party portfolio manager(s), provider(s) and/or sub- advisor(s) selected to provide service(s) for client's account(s). In the exercise of its discretion, RCA may place client account(s) in whole or in part with 1 Registration with any state or federal regulator does not imply a certain level of skill or training and does not imply any endorsement by a state or federal regulatory authority. third party portfolio manager provider(s) and/or sub- advisor(s) who will manage assets on behalf of RCA. RCA will monitor the performance of such third-party portfolio manager(s) and charge fees for its Investment Management Services. With respect to the execution of any transactions involving assets in a client's account, a client authorizes RCA and RCA Adviser to issue brokerage instructions to purchase, sell and to otherwise trade in or deal with any security in that account. Brokerage confirmations are forwarded by the broker promptly after execution of transactions. II. FAMILY OFFICE SERVICES In addition to Investment Management Services, RCA offers Family Office Services that generally include, but are not limited to, financial planning, retirement planning, tax planning and coordination with tax and accounting professionals, bookkeeping, estate and wealth transfer planning, charitable planning and administration, consultation on insurance needs, and family business continuity and succession planning. RCA offers these services

to individuals, families, trusts, and business entities. This is generally a combination of discretionary and non-discretionary services. As part of these services, RCA may provide cash flow, retirement, education and estate analysis, stock option planning, compensation and bonus analysis, real estate analysis, family consulting, and legacy planning to clients based upon their specific objectives. These services may be provided independently or as part of comprehensive Family Office services. RCA does not provide legal and tax drafting and filing and tax form preparation. RCA encourages each client selecting this service option to seek the advice of an accountant, tax planner, attorney or other professional for any tax drafting, filing, or legal advice. In general, RCA’s Family Office Services seek to identify client's short, intermediate, and multi- generational objectives, with consideration for each client's investment objectives for the short and long term, client's risk tolerance, client's assets and liabilities, and other information the client believes might be helpful or pertinent to RCA. The RCA Adviser takes the information supplied by the client and performs lengthy financial analysis to determine the components of the plan and the basis for the RCA Adviser's recommendations. Finally, the RCA Adviser provides the client with recommendations designed to meet the client's objectives, risk tolerance, and investment criteria. III. BUSINESS ADVISORY SERVICES RCA Business Analysts, in conjunction with third party consultants, can assist in strategic forecasting, financial modeling, marketing and sales evaluation, executive incentives, and succession planning. RCA takes a holistic approach in providing a blueprint for evaluating, executing, and amending a strategy that fits the organization’s needs, whether it is a startup or established firm. RCA may refer and work directly with other third-party specialists including record keeping services, payroll administration, employee benefits, bill pay services, accounting and tax preparation, private banking and lending, and residential and commercial mortgage and refinancing. Where services require outside professionals the client may receive a separate invoice in addition to the fees described in Item 5 below. IV. OTHER SERVICES From time to time, a client may approach RCA to perform services not specifically enumerated herein. RCA may undertake to accommodate clients by providing such services. (C) Clients must provide accurate and complete information identifying client's investment objectives, risk tolerance and investment restrictions, if any, and other like information, as the intent is to tailor recommendations and strategies to address client-identified objectives and incorporated client-specified restrictions. It is client's responsibility directly or through their RCA Adviser to notify RCA if client wishes to change their previously identified investment objective(s) and/or strategy. (D) RCA does not participate in wrap fee programs. (E) As of December 31, 2023, RCA has the following assets under management: Discretionary Non-Discretionary TOTAL $495,776,172 $31,697,576 $527,473,748 In addition to the assets reported immediately above, as of December 31, 2023, RCA also had assets under advisement totaling approximately $1,771,453,462. These are client assets that RCA oversees as part of the overall core investment management strategy but does not manage on a discretionary basis. The combined total of Regulatory Assets Under Management and Assets Under Advisement is approximately $2,298,927,210.