Galloway Asset Management, LLC, DBA Public Safety Financial/Galloway (PSF/Galloway) is an investment advisor registered with the Securities and Exchange Commission (SEC) and has been in business since June 26, 2006. The principal owner of PSF/Galloway is Public Safety Financial, LLC. PSF/Galloway is a registered investment advisor firm providing investment advice and portfolio management. PSF/Galloway offers asset allocation services known as PSF/Galloway Portfolios. PSF/Galloway Portfolios are model portfolios designed to meet differing investment objectives. Upon assessment of the client’s risk tolerance and consideration of the client’s investment objectives and financial information, PSF/Galloway may recommend a model portfolio or customized strategy that is appropriate for the client. PSF/Galloway shall be granted discretionary authority by the client to select and invest the client’s portfolio in specific investments in accordance with the model portfolio or customized portfolio. Part of PSF/Galloway’s services involve elements of financial planning in which there is no charge. Client has the ability to place reasonable limitations and restrictions on the types of investments made on its behalf by PSF/Galloway. Client must request those reasonable restrictions in writing, if any, to PSF/Galloway. PSF/Galloway’s Clients are advised to promptly notify PSF/Galloway if there are any changes to all relevant information, including financial condition, net worth, or investment objections. PSF/Galloway may provide services to the participants of municipal deferred compensation plans. PSF/Galloway, upon participant’s request, offers investment allocation advice within the plan, may provide advisory services with participant’s investments thru a Self-Directed Brokerage Option, enrollment and education services. PSF/Galloway may provide a recommendation as to whether a client should engage in a rollover transaction, the Firm is acting as a fiduciary within the meaning of Title I of the Employee Retirement Income Security Act (ERISA) and /or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. Services to Municipal Government Defined Contribution Plans and Participants PSF/Galloway may provide education and training services to the participants of government defined contribution

plans with an emphasis on public safety personnel. PSF/Galloway, upon participant’s request, offers investment allocation advice within the plan, may provide advisory services with participant’s investments thru a Self-Directed Brokerage Option, enrollment and education services, and PSF/Galloway portfolios are offered to members in various municipal governmental defined contribution plans. Contracts with Public Safety Organizations PSF/Galloway contracts with various public safety organizations to provide financial education and training programs to members. PSF/Galloway has a contract with Public Safety Personnel Retirement System of the State of Arizona to provide education and advisory services to members. Partners with Various Plan Providers PSF/Galloway partners with various plan providers in responses to requests for proposals to provide services in municipal plans. Partners with Credit Unions PSF/Galloway has an agreement with Firefighters First Credit Union to provide financial education and investment services to entities and employees with the fire services industry. Financial Advisors Employed with a Public Safety Organization Some PSF/Galloway financial advisors work part-time for PSF/Galloway and are full-time public safety employees. PSF/Galloway advisors are required to follow their respective agency’s secondary employment policies and procedures. As public safety employees they may have supervisory responsibilities with their public safety employer. These PSF/Galloway financial advisors may enter into an Investment Advisory Agreement with a client employed at the same agency; however, there is a potential conflict if the financial advisor is a supervisor of the client. For this reason, financial advisors are prohibited from entering into an Investment Advisory Agreement with any person they have a Supervisory Relationship with at their agency. PSF/Galloway financial advisors that are full-time public safety employees will be required to acknowledge annually on the PSF/Galloway Annual Compliance Acknowledgement and Questionnaire Form, that a Supervisory Relationship has not been established with any PSF/Galloway clients. Client Assets Managed The amount of client assets PSF/Galloway manages as of December 31, 2023 on a discretionary basis is $ 775,094,957 and on a non-discretionary basis is $ 17,625,176.