Adviser’s Advisory Business EFG, a Delaware corporation established in 2011, is an investment adviser that offers investment advisory services primarily to non-US individuals, corporations, and other business entities. Adviser is a wholly owned subsidiary of EFG International AG (“EFGI”). EFGI is a Swiss publicly listed company that is subject to consolidated supervision by the Swiss Financial Market Supervisory Authority (FINMA). Types of Advisory Services Adviser Offers Adviser offers discretionary management and non-discretionary investment advisory services to Clients through various types of strategies. Adviser’s strategies focus on investments in various kinds of assets and securities in a variety of markets that are intended to fit within the investment objective and risk profile as described by each Client. If the risk of the strategy selected by the Client does not match the risk profile of the Client, a written acknowledgement of risks is requested by the Adviser. In addition, Adviser offers the specialized services described below. Discretionary Services The discretionary management services entail having a specific mandate selected by each Client where Adviser has professional Portfolio Managers who will manage Client assets. Under this program, once a Client profile has been provided and an investment strategy selected, a Portfolio Manager will be assigned for the implementation of the strategy. When implementing the Client selected strategy, the Portfolio Manager does not seek Client authorization or acknowledgment. Investment decisions on all strategies are made by the investment team, comprised of all Portfolio Managers, in a collegiate way. These decisions include the selection of investments by asset class, security type and issuer. In addition to the EFG discretionary mandates described above, EFG recommends to certain clients that they authorize the active discretionary management of a portion of their assets by certain third-party investment managers that are not affiliated with EFG in addition to those offered and managed by EFG or its affiliates ("Unified Managed Account Program”). Under the Unified Managed Account Program, EFG shall continue to render discretionary investment advisory services to Client and, in addition, may recommend that a portion of the Client’s assets be allocated to various model portfolios and investment strategies that are provided

by the third-party investment managers. EFG will be responsible for implementing such investment strategies and invest assets in Client’s account on a discretionary basis. In order participate in this program, the Client must hold custody at Pershing, LLC. For more information on EFG’s Unified Managed Account Program, please review EFG’s Wrap Fee Program Brochure. Non- Discretionary Services The Adviser’s non-discretionary advisory service is called EFGAM Advisory Pro and is available on the EFG Bank (as defined below) platform. As an accommodation, Adviser makes EFGAM Advisory Pro available on other platforms (in its sole discretion), subject to certain potential service level limitations. Under this program, each client will have an investment advisor representative who will work with the Client to obtain the Client’s investment objectives, risk tolerance, and financial profile among other key points. Based on these, the investment adviser representative will advise which investment strategy is appropriate to achieve the Client’s goals accordingly. Once the strategy is selected by the Client, the investments must be authorized by the Client prior to execution. Under the EFGAM Advisory Pro program, the Client authorizes each transaction. Adviser does not have custody under the EFGAM Advisory Pro program, however for participation in this program, the Client must have a brokerage account with EFG Brokerage and hold custody at EFG Bank. In addition, by entering this program, the Client will acknowledge that their investment advisor representative is dually registered with EFG Capital and will act as their broker-dealer registered representative to execute transactions. Other Services Adviser provides additional services for Clients from time to time as agreed between the Client and the Adviser. Adviser does not have custody of Client assets, as such Client must select a qualified custodian. Investment Restrictions Clients may impose reasonable restrictions on their accounts, including restrictions on investing in certain securities or types of securities. Clients should be aware that the performance of accounts with restrictions will differ from the performance of accounts without such impediments, possibly producing lower overall results. Assets Under Management As of December 31, 2023, Adviser had assets under management of approximately $1.5 billion.