Ownership SouthState Advisory (“SSA”, “We”, “Our”, “Us”, the “Firm”) is an investment advisory firm registered with the United States Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940, as amended. SSA provides investment advisory, financial planning, and retirement plan administration and consulting services to individual and institutional clients (“You”, “Your”). The Firm first registered with the SEC in 2010 under the name of First Southeast 401k Fiduciaries, Inc., and is now a wholly‐owned subsidiary of SouthState Bank, N.A. (“SSB”), a national banking association and wholly‐ owned subsidiary of SouthState Corporation (“SSC”). SouthState Advisory maintains a Board of Directors to effect strong corporate governance in overseeing firm activities, including but not limited to financial results, ratification of programs, policies and procedures, and audit and regulatory exam results. We also maintain Investment Committees that oversee the investment selection standards for what is recommended for purchase in client accounts. The Operating Committee is responsible to establish investment selection criteria, management of the approved list of counterparties, and other governance and oversight responsibilities. There is also a Compliance Committee that oversees the compliance testing, audit and exam results, and general risk management and compliance oversight matters. Services Provided SSA provides investment advisory, financial planning, and retirement plan services. The Firm does business under the names SouthState Advisory, SouthState Retirement Plan Services, SouthState Wealth, and Minis & Company. In providing services, We generally act as a fiduciary, unless otherwise disclosed to You. Our investment advisory services retain a client‐based focus, with open investment architecture and implementation of proprietary investment and allocation approaches. We utilize research partners, sub‐ managers, mutual funds, alternative investments, options, warrants, real estate investment trusts (“REITS”), Exchange Traded Funds (“ETFs”) and other securities that meet Our stringent investment selection standards. We build an investment strategy that is highly customized to match the cash flow, risk and time horizon needs of Your particular life circumstances and financial objectives. With this customized approach, You have the option to instruct Us to impose reasonable restrictions on investing in certain securities or types of securities. Our financial planning services are designed to provide advice‐based financial strategies that are customized to meet Your unique needs. We offer multi‐disciplined expertise with a focus on developing and implementing solutions for Your important financial issues, including retirement, education, estate, philanthropic, and business succession planning. Our financial planning service fees are typically

included in the investment management fees agreed upon by clients and Us. Financial planning is typically not billed separately. If billed separately, total costs for financial planning, whether per hour or on a fixed retainer basis, range from as low as $500 to as much as $50,000 or more. There is no typical planning service as services are customized to the particular needs of the client; thus, there is a wide range of fees imposed. Form ADV Part 2 6 March 27, 2024 Our retirement plan services include Investment Fiduciary, Administration and Compliance, Recordkeeping Platform and Retirement Plan Consulting Services. Our Service Agreement will define the services that You select for Us to perform. With proper disclosure, We have the authority to select a third‐party to provide any of these services. For those clients where We provide Investment Fiduciary Services, We work to determine client goals and objectives, preferring to develop a written investment policy statement (“IPS”) for each client. Specifically, these services include IPS preparation, selection of investment vehicles, monitoring of investment performance, and when requested, employee communications including periodic educational support and investment workshops. The IPS or other document can define the parameters upon which We monitor and make decisions, including the type of investments permissible in Your retirement plan. We typically provide advice on mutual funds, (including Exchange‐Traded Funds, “ETFs”) and common collective trusts. We provide investment fiduciary services on either a “non‐ discretionary” basis, as defined by Section 3(21) of the Employee Retirement Income Security Act of 1974 (“ERISA”), or a “discretionary” basis, as defined by Section 3(38) of ERISA. In providing Administration and Compliance Services, We review information on each retirement plan related to plan feasibility, design, and document preparation. We work with clients to prepare and maintain plan, trust, and administrative documents and to maintain compliance with applicable regulations and the provisions of their plan’s document. In offering Recordkeeping Platform Services, We establish and maintain individual participant accounts as required by the plan document. We record transactions in these accounts and report these transactions back to participants and the plan sponsor using a variety of reporting methods. In providing Consulting Services, We prepare corrective filings, assist with Department of Labor and Internal Revenue Service examinations and audits, and assist with other plan issues that are outside the normal scope of Our services. Assets Under Management As of December 31, 2023, SouthState Advisory had approximately $3.417 billion in assets under management, consisting of $2.980 billion managed on a discretionary basis and $437 million managed on a non‐discretionary basis.