Arcadia Investment Management Corporation (hereinafter referred to as “AIMC”) is a SEC- registered investment advisor with its principal place of business located in Michigan. We opened the firm in 1987. We are owned by three shareholders, two control 25% or more of the company. We offer the following advisory services to our clients: PORTFOLIO MANAGEMENT We provide continuous asset management of your funds based on your needs. We learn about your goals and objectives based on your circumstances and develop a personal investment policy. We consider the nature and amount of all assets and sources of income or support, including assets other than those under our management. We create and manage a portfolio based on the investment policy. During our data-gathering process, we determine your objectives, time horizons, risk tolerance, and liquidity needs. As appropriate, we may also review and discuss your prior investment history, as well as family composition and background. We manage your accounts on a discretionary or non-discretionary basis. Account management is guided by your stated objectives (i.e., maximum capital appreciation, growth, income, or growth and income), as well as tax considerations. Once your portfolio has been established, we review the portfolio regularly. Changes are made as appropriate to meet your objectives. Our investment recommendations are not limited to any specific product or service offered by a broker-dealer or insurance company and will generally include advice regarding the following securities:  Exchange-listed securities  Securities traded over-the-counter  Foreign issuers  Warrants  Corporate debt securities (other than commercial paper)  Commercial paper  Certificates of deposit  Municipal securities  Mutual fund shares  United States government securities  Options contracts on securities  Exchange traded funds Because some types of investments involve certain additional degrees of risk, they will only be implemented when consistent with your stated investment objectives, tolerance for risk, liquidity and suitability. Fiduciary

Status Pursuant to the Employee Retirement Income Security Act (“ERISA”), and regulations under the Internal Revenue Code of 1986 (the “Code”), AIMC and individuals providing investment advice on our behalf (“Fiduciary Advisers” or “FAs”) will be deemed to be investment advice fiduciaries (“ERISA Fiduciaries”) when we render individualized investment advice to a plan, plan fiduciary, plan participant or beneficiary, IRA, or IRA owner, Health Savings Accounts (“HSAs”), Archer Medical Savings Accounts and Coverdell Education Savings Accounts (together, “Retirement Accounts”) for a fee or other compensation, whether direct or indirect. While we are already fiduciaries for all of your advisory accounts under the Investment Advisers Act of 1940, we are required to acknowledge this new ERISA Fiduciary status. Acknowledgement of Fiduciary Status Pursuant to the recommendations we provide to your retirement account(s) and your acceptance thereof, We acknowledge that we are acting as Fiduciaries under ERISA with respect to recommended transactions. As ERISA Fiduciaries to our clients, we have an affirmative duty of undivided loyalty to always serve our clients’ best interests and act in utmost good faith, placing our clients’ interests first and foremost without regard to the financial interests of our employees, affiliates, and related entities or other parties. Further, as Fiduciaries we are required to act prudently on our clients’ behalf, exercising care, skill and diligence when providing our services. As ERISA Fiduciaries, We are committed to these Impartial Conduct Standards: (i) providing prudent advice that is, at the time of the recommendation, in the best interest of our client, (ii) receiving no more than reasonable compensation, and (iii) statements made regarding the recommended transaction, fees and compensation, material conflicts of interest and other matters relevant to the retirement investor’s investment decisions, will not be materially misleading at the time they are made. Managed Assets As of 12/31/2023, we were actively managing $586,0701,000 of assets on a discretionary basis.