4. A. Advisory Firm Description Hamilton Point Investment Advisors, LLC commenced operations as an investment advisor in 2007 with its principal place of business located in Chapel Hill, NC. The principal owners consist of Richard Woods, Andrew C. Burns, Jr. and two trusts, for which Andrew C. Burns, Jr. serves as trustee. Additionally, certain employees have ownership interests. 4. B. Types of Advisory Services Hamilton Point provides investment advisory and management services as a discretionary investment advisor to institutional and retail separate account clients. Hamilton Point requires that clients enter into a written investment advisory agreement with Hamilton Point which sets forth the terms and conditions of Hamilton Point’s investment advisory services (“agreement”). Hamilton Point typically allocates client assets among equity, fixed income, mutual funds and pooled investment vehicles. Hamilton Point may also provide non-discretionary investment management services to clients as part of services for discretionary clients and for no additional fee relative to variable life/annuity products that they may own and/or their individual employer-sponsored retirement plans, or other products that may not be held by the client’s primary custodian. In doing so, Hamilton Point either directs or recommends the allocation of client assets among the various investment options that are available for the product. Client assets in the variable life/annuity products are maintained at the specific insurance company or custodian designated by the product. Hamilton Point will offer investment advice about any type of investment held in a client account. Hamilton Point may provide wealth management

related services including financial planning for the firm’s investment management clients. These services are typically included in the advisory fee described in Item 5 below, but we reserve the right to charge separately for financial planning services. To the extent financial planning services are needed outside the scope of our typical client agreement, the nature of the services and associated fees will be set forth in a client agreement. 4. C. Client Investment Objectives/Restrictions Hamilton Point will tailor advisory services to meet individual client needs and objectives. Through discussions with clients and their advisers, Hamilton Point develops and manages client portfolios to meet client and strategy objectives. Relevant factors in this data-gathering process include but are not limited to time horizons, risk tolerance, liquidity needs, and, in the case of individuals, tax issues. Each client account is managed according to the investment objectives of the strategy selected by the client and any restrictions placed on the account by the client. Hamilton Point reserves the right to sell legacy securities that may transfer into a client account. There may also be instances when particular transferred securities may not be accepted by the Custodian holding the account managed by Hamilton Point. Clients should notify Hamilton Point promptly regarding any changes to their financial situation or investment objectives, or to place reasonable restrictions on their account. 4. D. Wrap Fee Programs Hamilton Point does not participate in, nor is it a sponsor of, any wrap fee programs. 4. E. Assets Under Management as of 02/29/2024 Discretionary: $935,084,099; 780 accounts