CPP was established in 1992 and became registered with the U.S. Securities and Exchange Commission in 2009. Kevin Mullins and Ilir Leo Gjoni are joint owners and share responsibility for all operations of CPP. CPP provides its clients with financial planning and both discretionary and, on occasion, non-discretionary investment advisory services. Further information about CPP’s advisory services and financial planning can be found below. CPP generally recommends to clients that they arrange for custody of their accounts at Charles Schwab & Co. (“Schwab”) A. Investment Advisory Services Prior to engaging CPP to provide investment advisory services, clients are required to enter into a formal Investment Advisory Agreement with CPP setting forth the terms and conditions under which CPP will manage the client's investments, and the fees or other charges the client will pay. Separate account application, bank information and custodial documents may also be required prior to establishing an account. CPP determines a suitable portfolio based upon the information provided by the client as to the Client's investment objectives, risk tolerance and financial circumstances. CPP will create tailored investment portfolios though the use of but not limited to stocks, bonds, mutual funds, ETF’s, equity linked CDs, preferred notes, etc. CPP will review client portfolios on an ongoing basis to determine if any changes are necessary based upon various factors, including, but not limited to, investment performance, market conditions, fund manager tenure, factor exposure, asset class or style drift, account additions/withdrawals, and/or a change in the client’s investment objective, financial position, or tax situation. Based upon these factors, it is not uncommon that an extended period of time will pass where CPP determines that changes to a client’s portfolio are neither

necessary nor prudent. CPP primarily recommends that clients allocate their investment assets among various equity, fixed income and REIT products. CPP then designs an investment portfolio in accordance with the client's investment objectives, risk tolerance, and investment restrictions (if any) imposed by the client. CPP generally requires the client(s) to grant our firm discretionary authority to manage their account(s). Discretionary authorization allows CPP to determine the specific securities, and the securities, to be purchased or sold for your account without the client’s prior consent. As of CPP’s fiscal year end ( December 31, 2023), CPP manages [$258,196,220] on a discretionary basis and [$ $4,038,537.75 ] on a non- discretionary basis. B. Financial Planning To the extent specifically requested , and as determined by a client, CPP may also include planning in connection with (i) financial independence/retirement planning; (ii) capital and liquidity needs analysis and related financial modelling; (iii) philanthropy planning and implementation; (iv) education planning; (v) employee stock option planning; (vi) consideration and evaluation of financing transactions and risk reduction strategies for concentrated equity positions; (vii) advice incident to major asset purchases and sales; and (viii) managing philanthropic plans, tax strategies, wealth transfer strategies, and legacy plans as desired. Planning and consulting services are offered to clients in varying combinations and with various corresponding fee arrangements depending upon the level and scope of the requested service(s) to be provided. C. Wrap Fees Programs A wrap fee program is an investment program where the investor pays one stated fee that includes management fees, transaction costs, fund expenses, and other administrative fees. CPP does not participate in any wrap programs