Firm Description Philadelphia Partners Capital Management, LLC (“Philadelphia Partners” or “Firm”) is an SEC registered investment adviser based in Bala Cynwyd, PA. We are organized as a limited liability company under the laws of the State of Pennsylvania. Philadelphia Partners was established in 2006. We provide fee only, personalized investment advice which is managed on a discretionary basis whereby the client gives Philadelphia Partners limited power of attorney to place transactions on behalf of the client. Client accounts are managed based on the client’s financial situation, risk tolerance, investment objectives, experience and in accordance with any reasonable restrictions imposed by the client on the management of the account. Philadelphia Partners monitors client portfolios on a continuous basis and will recommend or make changes as appropriate. Principal Owners Michael A. Galantino is the principal and sole owner of Philadelphia Partners Capital Management, LLC. Types of Advisory Services Philadelphia Partners advises high net worth individuals, institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, foundations and retirement plans. Philadelphia Partners offers discretionary investment management services on a continuous basis in accordance with your individual risk profile. If you retain our firm for investment advisory service, we will meet with you to determine your investment objectives, risk tolerance, and other relevant information (the “suitability information”) at the beginning of our advisory relationship. The suitability information is gathered during

our initial meeting to develop a strategy that enables our Firm to give you continuous and focused investment advice and/or to make investment recommendations to you. You may request that we refrain from suggesting investments in certain securities of a specific company, sector, industry or certain types of securities. You may provide our Firm with any such restrictions and guidelines in writing at any time. These requests will be documented in the Advisory Agreement as “restricted securities”. Trading authorization will also be granted in the investment advisory agreement you sign with our Firm along with a limited power of attorney so we may trade within the account as agreed between you and our Firm. Once we construct an investment portfolio for you, or select a model portfolio, we will monitor your portfolio’s performance on an ongoing basis. We will provide rebalancing recommendations as required based on changes in market conditions and/or your financial circumstance. We will contact you from time to time to inquire about your financial circumstances as well. Philadelphia Partners may also select unaffiliated third-party managers to conduct the day-to-day management of a portion (or all) of your portfolio. In such cases, Philadelphia Partners will assist you in identifying your risk tolerance, time horizon and investment objectives. Philadelphia Partners will help coordinate and manage the third-party manager and you may be required to enter into an agreement directly with the third-party manager. Assets Under Management Philadelphia Partners had approximately $47,139,523 in assets under management as of December 31st, 2023