Advisory Firm Description Disciplined Investors, L.L.C. (“DI” or the “Firm”) has been providing investment management and advice for individuals, retirement plans and trusts since 1999. Todd Stoner and Russell Livesay are Managing Members and owners of the Firm. Types of Advisory Services Investment Management Services Investment management services for individuals begin with determining the client’s investment objectives and financial situation, which may include preparation of retirement projections and financial plans. Based on the client’s guidelines, objectives and risk tolerance, DI and the client identify a target asset allocation by investment category, such as equity securities, fixed income securities and money market securities. The Firm also considers needs for income and tax- advantaged investments in creating a custom portfolio for each client. The combination of securities in a portfolio is designed to achieve the benefits of diversification. Clients may engage DI to manage their entire portfolio or portions of the total for which requirements and guidelines are set. Portfolios are monitored and measured against comparable benchmark indexes and/or similar mutual funds. Results are communicated with clients at least quarterly unless the client has agreed to annual communications. Finally, the client’s financial objectives and conditions are reviewed periodically, and adjustments are made to the investment guidelines, target asset allocation, and portfolios when necessary. Investment Advice and Consultation Services Investment advice and consultation services are available to persons not wanting DI to manage their assets. These services will be defined in a written contract or quote and could include the identification of investment objectives and guidelines, measuring portfolio performance, and reviewing specific securities, funds, and managed portfolios. 401(k) Plan Services

Working with Plan Sponsors and Third-Party Administrators, 401(k) Plan services are offered for companies of all sizes. Services may include:
• Overall consultation of Plan design to ensure the Plan is meeting the goals and objectives from management and Human Resources perspectives.
• Establishing a customized Investment Policy Statement (IPS) that provides a roadmap for selecting, monitoring, and replacing funds within the 401(k) Plan.
• Advising the Plan Sponsor in selecting the mutual fund line-up.
• Monitoring mutual funds based on the criteria described in the IPS.
• Benchmarking the mutual fund and plan expenses on an annual, semi-annual, or quarterly basis using independent-analysis software that coordinates with the customized IPS.
• Creating and managing model portfolios based upon varying asset allocation targets.
• Writing quarterly reports to communicate model portfolio performance and provide information regarding the overall financial markets.
• Education and training sessions with groups of employees to educate participants on savings, retirement and investing principles.
• One-on-one meetings with employees requesting individualized specific advice concerning financial matters.
• Helping Plan Sponsor establish an investment committee and coordinate investment committee meetings as deemed necessary by each organization. Tailored Advisory Services Clients may request abstention from certain securities or sectors but cannot hold a security in a managed account which DI deems as too risky or speculative for the client. Securities are evaluated in the context of the client’s overall portfolio. Client Assets Under Management As of December 31, 2023, DI managed approximately $398,959,388 of discretionary assets and approximately $178,380,287 of non-discretionary assets for a total of approximately $577,339,675 in assets.