Single Point Partners, LLC (hereinafter “Single Point”) has been in business since June, 2012. Single Point is owned by Single Point Management, LLC, a Massachusetts limited liability company. Single Point’s principal owners are Shaun D. Erickson and Rene A. Jarquin. Single Point Partners provides services to a variety of client types, including, but not limited to, individuals, trusts, foundations, corporations, and endowments. Single Point's Wealth LogisticsTM service is a comprehensive financial planning, account aggregation, and financial and business consulting option that allows clients a single point of contact for their financial management needs, all under one fee arrangement. Wealth LogisticsTM Businesses employ Chief Financial Officers (CFO) to oversee, plan, and manage the finances of the company, and Single Point believes that a clients’ personal finances require the same amount of time, energy, and attention to detail which is why Single Point created the Wealth LogisticsTM service. Wealth Logistics clients have a single point of contact, a “Personal CFO” for their financial lives. When Single Point is the “single point” of contact, clients can focus on what makes them successful. This service begins with providing Single Point information including income, investments, savings, insurance, age, goals, financially related projects, and any other items that are helpful to the firm in assessing a client’s needs. The information is typically provided during personal interviews and may be supplemented with written information. Once the information is received, Single Point will discuss needs and goals with the client, including taking an active role in planning for the short, medium, and long term. Single Point will then proactively make recommendations for building a plan to meet those goals, and facilitate the tasks required to implement the recommendations and manage the client’s investment accounts (see Item 16, below). Once the plan is in motion, Single Point will continue to play a major role in the client’s financial life by applying comprehensive risk management tools that take into account internal factors like a client’s personal situation, as well as external factors such as changes in the economic or tax environment. Wealth Logistics clients will have available an advisor on all key decisions, whether it be home purchase or a major investment. In addition, Wealth Logistics clients will receive access to reports from Single Point

that provide information not only regarding any assets managed by Single Point, but also any other assets for which information is reported to Single Point. This account aggregation and reporting is designed to give clients a single resource to view, analyze, question, and receive guidance on the totality of their financial lives. Single Point will also spearhead communication with client’s other financial professionals, to ensure that clients are properly leveraging their advisor’s various areas of expertise. It is imperative that clients receiving Wealth Logistics services keep Single Point informed of all matters in their financial lives, as a change in one area may significantly affect recommendations in another area. Wealth StartUpTM Clients whose net worth does not yet exceed $1M are able to access Single Point’s services through our Wealth StartUpTM service. Our Wealth StartUp service is designed for accumulators who are eager to set the framework and foundation for future financial success. The Wealth StartUp service begins with an annual personal financial planning consultation to assess individual situations, set goals, and address any unique factors that may affect an individual’s circumstances. Following the first annual consultation, clients will receive continuous access to SingleView, a personal financial dashboard that affords clients the opportunity to monitor their financial progress based on the results of the consultation. The Wealth StartUp service is delivered by a team led by the same Personal Chief Financial Officers providing the Wealth Logistics service. The Wealth StartUp service will not include discretionary investment management, tax support, or performance reporting as is included with Wealth Logistics. If you request, Single Point may recommend the services of other professionals for implementation purposes. You are under no obligation to engage the services of any such recommended professional. You retain absolute discretion over all such implementation decisions and are free to accept or reject any recommendation from Single Point. If you engage any professional recommended by Single Point, and a dispute arises thereafter relative to such engagement, you agree to seek recourse exclusively from and against the engaged professional. Assets Under Management As of March 5, 2024, Single Point Partners LLC has a total of $524,990,693 in assets under management of which $515,376,233 is managed on a discretionary basis.