A. ProfitScore Capital Management, Inc. (“ProfitScore”) is a corporation formed on April 30, 1998, in Idaho. ProfitScore registered as an investment adviser in Idaho in 2002 and registered with the U.S. Securities and Exchange Commission in July 2009. ProfitScore is owned by its Principal, John M. McClure. ProfitScore registered as a Commodity Trading Advisor (“CTA”), which became effective May 21, 2015, and was approved as a member of the National Futures Association on June 10, 2015. B. ProfitScore provides investment advisory services that include serving as a sub-adviser for registered investment advisers (“RIAs”), index consulting for mutual funds and RIAs, and discretionary asset management for separately managed client accounts. ProfitScore’s sub- advisory and index consulting activities account for most assets managed and under advisement by ProfitScore. ProfitScore does not provide financial planning or related consulting services. In addition to its investment advisory services, ProfitScore provides advice on managed futures for institutional clients that are Qualified Eligible Persons (“QEPs”). INVESTMENT ADVISORY SERVICES ProfitScore provides discretionary investment advisory services on a fee-only basis. Sub-Advisory Arrangements. ProfitScore is engaged as a sub-adviser by other unaffiliated investment advisers and institutions. ProfitScore charges the investment adviser for its sub-advisory services when engaged in a sub-advisory capacity. As a sub-adviser, ProfitScore has discretionary authority for the ongoing management of assets. The unaffiliated investment advisers are responsible for the initial and ongoing day- to-day relationship with the underlying investor, including the initial and ongoing determination of the investor’s suitability for ProfitScore’s investment strategies. Suppose the unaffiliated investment adviser determines the custodian/broker-dealer. In that case, ProfitScore will be unable to negotiate commissions or transaction costs and, as a result, will not be responsible for seeking the best execution. As a result, investors may pay higher commissions, other transaction costs, greater spreads, or receive less favorable net prices on transactions for the account than would otherwise be the case through alternative clearing arrangements. Higher costs adversely impact account performance. Inverse and Enhanced Market Strategies. ProfitScore uses long and short mutual funds, exchange-traded funds (“ETFs”), and exchange-traded notes (“ETNs”) that are designed to perform in either inversely or positively correlated relationship to market indices at a ratio of one (1:1) or more times the index returns. ProfitScore uses these securities to hedge against risks, provide returns in declining markets, and enhance returns in upward trending markets. There can be no assurance that these strategies will be profitable or successful. Considering these enhanced risks, a client may direct ProfitScore, in writing, not to employ any or all these strategies for their accounts. PROFITSCORE INDEX LICENSING ProfitScore owns all rights to ProfitScore Indexes (“Indexes”). ProfitScore licenses Indexes to third parties, including but not limited to investment companies, RIAs, and mutual funds. In exchange for licensing its Indexes, ProfitScore receives licensing fees. Also, ProfitScore may recommend that certain advisory clients invest in the investment companies and mutual funds to which ProfitScore also licenses its Indexes. To mitigate this conflict of interest, ProfitScore will reduce a client’s advisory fee by the annual percentage rate as the licensing fee earned by ProfitScore for any assets invested in securities, including mutual

funds that ProfitScore licenses its Indexes. ProfitScore’s clients are under absolutely no obligation to consider or invest in these securities and can direct ProfitScore not to purchase them in writing. ProfitScore’s Chief Compliance Officer, Michael Mann, remains available to address any questions regarding these arrangements and the potential conflict of interest they may create. MISCELLANEOUS Limited Consulting/Implementation Services. ProfitScore does not provide financial or retirement planning or related consulting services regarding non-investment-related matters, such as estate planning, tax planning, insurance, etc. ProfitScore does not serve as an attorney, accountant, or insurance agency, and no portion of our services should be construed as legal, accounting, or insurance implementation services. Accordingly, ProfitScore does not prepare financial or retirement plans, estate planning documents, tax returns, or sell insurance products. To the extent requested by a client, we may recommend the services of other professionals for certain non-investment implementation purposes (i.e., attorneys, accountants, insurance, etc.). Clients are under no obligation to engage the services of any such recommended professional. The client retains absolute discretion over all such implementation decisions and is free to accept or reject any recommendation made by Registrant or its representatives. If the client engages any recommended professional, and a dispute arises after that relative to such engagement, the client agrees to seek recourse exclusively from and against the engaged professional. At all times, the engaged licensed professional[s] (i.e., attorney, accountant, insurance agent, etc.), and not ProfitScore, shall be responsible for the quality and competency of the services provided. Use of Mutual Funds. While ProfitScore may recommend allocating investment assets to mutual funds that are not available directly to the public, ProfitScore may also recommend that clients allocate investment assets to publicly available mutual funds that the client could obtain without engaging ProfitScore. However, if a client or prospective client determines to allocate investment assets to publicly available mutual funds without engaging ProfitScore as an investment adviser, the client or prospective client would not benefit from ProfitScore’s initial and ongoing investment advisory services. Client Obligations. In performing its services, ProfitScore is expressly authorized to rely on information received from the client or the client’s other professionals without further verification. Moreover, each client is advised that it remains their responsibility to promptly notify ProfitScore if there is any change in their financial situation or investment objectives, suggesting the need for ProfitScore to review, evaluate, or revise ProfitScore’s previous recommendations and services. Disclosure Statement. A copy of ProfitScore’s written Brochure, set forth in Part 2 of Form ADV, shall be provided to each client before, or contemporaneously with, the execution of the Investment Advisory Agreement. C. ProfitScore provides investment advisory services based on its quantitative strategies. Before providing investment advisory services, an investment adviser representative will assist the potential client in ascertaining if a ProfitScore strategy is suitable to the client’s investment objective(s). The client may, at any time, impose reasonable restrictions, in writing, on ProfitScore’s services. D. ProfitScore does not participate in a wrap fee program. E. As of Dec 31, 2022, ProfitScore had approximately $119,700,000 in assets under management on a discretionary basis.