Firm Description EVT Financial Advisors AG (“EVT” or “the Firm” or “we”), a Swiss corporation based in Zurich, Switzerland, provides investment advisory services to clients’ resident in the United States (“US”). EVT also serves US taxpayers or dual citizens living outside the US and clients who have no connection to the US. EVT commenced operations in 2010. Principal Owners The principal owners of EVT are Stefan Hug, Georg Marti and Dino Presta. Services EVT provides investment supervisory services primarily for individuals, trusts, foundations and companies. The services provided include the provision of continuous advice concerning investment of assets consistent with the circumstances, preferences and objectives of each client. Investment supervisory services are provided based on the individual needs and investment objectives of each client as communicated to EVT. Specifically, the structure for each client’s investment program is created in the context of certain considerations such as expected returns, risk tolerance, future liquidity requirements and potential tax and legal restrictions. Each client’s assets are managed in a separately held account (an “Account”). EVT’s client portfolios are diversified across a variety of asset classes, including cash, non-US dollar currencies, defensive, growth, and in certain cases private investments. Accounts may include, without limitation: equity securities, fixed income securities, limited partnerships, mutual funds, exchange traded funds, hedge funds, options, structured product investments and other alternative investments consistent with a client’s suitability, overall investment strategy, and risk tolerance. EVT invests in securities with a global approach emphasizing a European perspective. The securities held within a client’s account generally are invested with

a bias in securities of the reference currency selected by the client. EVT’s advice is limited to the types of securities and transactions as set forth in Item 8. EVT does not render any Legal or Tax advice. Discretionary Asset Management EVT offers discretionary asset management services whereby EVT has the authority to supervise and direct the investments of and for each client’s account without prior consultation with the client. EVT determines the securities that are bought and sold for the client’s Account and the total amount of the purchases and sales. EVT’s authority may be subject to conditions imposed by individual clients as set forth an agreed upon in the investment management agreement entered into between EVT and the client. For example, a client may restrict or prohibit transactions in certain types of securities. EVT seeks to obtain a rate of return consistent with the client’s objectives, risk tolerance, future liquidity requirements and potential tax and legal restrictions. Nondiscretionary Investment Advisory EVT offers investment advice in a nondiscretionary capacity whereby EVT requires the client’s prior consultation and approval before purchasing or selling securities. EVT works with its nondiscretionary clients to define the investment objectives of the client and consults with each client on a regular basis with investment suggestions in line with the defined objectives. If explicitly required by a non-discretionary client, EVT may implement investment ideas which do not pertain to EVT’s investment universe. EVT will disclose to the client, if an investment idea is not part of its investment universe. Wrap Fee Programs EVT does not participate in wrap fee programs. Assets under Management EVT managed approximately $ 316 million on a discretionary basis and approximately $ 59 million on a non-discretionary basis as of December 31, 2023.