Firm Description and Types of Advisory Services Tallwoods Partners, LLC (the “Firm” or “Tallwoods”) was organized as a Delaware limited liability company on August 1, 2013 and started business shortly thereafter. Tallwoods is an investment advisory firm specializing in outsourced chief investment officer services for high net worth individuals, family groups and institutional investors (including foundations and endowments) on both a discretionary and non-discretionary basis. Tallwoods provides its clients with a single point of contact for all aspects of the client’s investment activities offering portfolio management services as part of each client’s overall financial plan. The Firm utilizes the expertise of the principal to construct portfolios using traditional and alternative assets. Tallwoods may advise both individual investors, as well as pooled investment vehicles created in order to aggregate client accounts so as to achieve desired diversification or to exploit special situations. Tallwoods primarily offers advice on the following types of both publicly traded and privately held investments: fixed income; income producing investments, such as master limited partnerships, REITS, high-yielding equities, and private real estate; equity securities; private equity; hedge fund strategies; real assets; and commodities. Tallwoods can tailor investments and construct an allocation that is unique to each of its client’s circumstances. After analyzing a client’s needs and risk parameters, Tallwoods customizes investments and strategies that best match the particular client’s profile. Clients are able to place reasonable restrictions on the management of its account, including restrictions that prevent Tallwoods from investing in certain securities or types of securities. Tallwoods may pursue certain strategies directly, or it may allocate to independent outside investment managers. Tallwoods’s Investment Committee meets periodically to establish asset allocation recommendations for client portfolios, subject to interim adjustment. Tallwoods will manage each client’s portfolio with reference to this allocation framework, subject to customization

for specific situations or investment constraints. Tallwoods incorporates prudent diversification principles in formulating its investment strategies, and generally seeks to achieve appropriate diversification within the constraints established for each client’s account. Principal Owners Tallwoods is entirely owned and managed by Michael Resnick. Mr. Resnick received a Bachelor of Arts degree in the Humanities from Yale University, and a Juris Doctor degree from Harvard Law School. Mr. Resnick has served as a Principal of Tallwoods since July 2013. Prior to co-founding Tallwoods, from 1995-2013 Mr. Resnick served as the Executive Vice President of William Harris Investors, Inc., an SEC registered investment adviser and family office for the Irving B. Harris family. Among other responsibilities, Mr. Resnick headed the alternatives investment group, which included hedge fund investments, real assets, private equity, and early stage venture allocations. Mr. Resnick also oversaw allocations to outside third party managers and headed the firm’s direct private equity initiative. As part of his direct private equity responsibilities, Mr. Resnick served on the boards of several operating companies controlled by the firm. Prior to joining William Harris Investors, Mr. Resnick was an associate with the law firm of Cravath, Swaine & Moore, with broad transactional experience including project finance, syndicated loan transactions, general securities work, venture capital, and mergers and acquisitions. Before joining Cravath, Mr. Resnick worked as an intern for the Regional Bureau for Europe and North America within the office of the United Nations High Commissioner for Refugees in Geneva, Switzerland. Mr. Resnick has never been the object of any legal or disciplinary event, proceeding or action. Assets Under Management As of December 31, 2023, Tallwoods manages $247,764,241 for clients, and advises on additional advisory-only assets in excess of $250 million. Advisory-only assets are those for which Tallwoods provides consultation and advice on individual investments and client portfolios. Of the total assets under management, $225,575,000 are non-discretionary.