3EDGE is an investment management firm focusing on a global, multi-asset investment strategy that seeks to blend scientific methodology with sound judgment and practical experience. Founded in December of 2015, 3EDGE is organized as a limited partnership under the laws of the State of Delaware. 3EDGE Asset Management General Partner, LLC is 3EDGE’s general partner (the “General Partner”). Stephen Cucchiaro serves as the Chief Executive Officer and is the principal owner of 3EDGE and the General Partner. The investment activities of 3EDGE are managed by the Investment Committee comprised of a seasoned team of investment professionals that includes Stephen Cucchiaro, DeFred G. Folts III, Robert Phillips, Monica Chandra, Eric Biegeleisen and Lawrence Jules. 3EDGE provides discretionary investment advisory services to separately managed account (“SMA”) clients managed by us pursuant to an investment management agreement (“IMA”) and provides discretionary sub-advisory services to other investment advisory firms’ clients pursuant to a sub-advisory agreement with each investment adviser (each, a “Client”). Each SMA strategy is based upon a similar investment philosophy and process, as well as our proprietary research. 3EDGE will primarily utilize exchange traded funds (“ETFs”) to implement its strategy for Clients. At our discretion, we can tailor our strategies to individual Client requests or restrictions. 3EDGE also serves as subadvisor to several collective investment trusts. 3EDGE may provide Clients with financial planning services when deemed appropriate by both 3EDGE and the Client. Our financial planning services may involve consultation, analysis, and recommendations in the areas of review of a client’s financial situation in order to assist with investment planning. This review may include, but would

not necessarily be limited to, investment objectives, consideration of overall financial condition, income, assets, risk profile, and other factors unique to a Client’s particular circumstances. 3EDGE will review a Client’s present financial situation and issue a written analysis and report of recommendations in accordance with the Client’s goals and objectives. This service will include an initial consultation and may also include subsequent follow-ups. As of December 31, 2023, 3EDGE had approximately $1.33 billion in discretionary regulatory assets under management. 3EDGE does not currently manage any Client assets on a non- discretionary basis. As of December 31, 2023, 3EDGE had approximately $437 million in assets under advisement, which includes assets managed by other investment advisers using 3EDGE’s model portfolios. Model Portfolio Investment Recommendations 3EDGE provides model portfolio investment recommendations to outside investment advisers without providing trade execution or other services. The outside adviser and 3EDGE’s trading team receive the allocation changes simultaneously, after market close on the day the Investment Committee authorizes the allocation changes. For the strategies that allow for the use of options, the allocation changes are not provided to outside advisers. In those instances, the allocation changes may be executed by 3EDGE’s trading team on the day the Investment Committee authorizes the allocation changes. If there is a position being traded in the strategies that may use options that is also being traded in other strategies, then trades will be placed the day after the Investment Committee authorizes the change. 3EDGE’s fees for its services are negotiated directly with each investment adviser.