Focus Financial Partners Asset Advisors Investment Management, LLC is part of the Focus Financial Partners, LLC (“Focus LLC”) partnership. Specifically, Asset Advisors Investment Management, LLC] is a wholly-owned indirect subsidiary of Focus LLC. Ferdinand FFP Acquisition, LLC is the sole managing member of Focus LLC. Ultimate governance of Focus LLC is conducted through the board of directors at Ferdinand FFP Ultimate Holdings, LP. Focus LLC is majority-owned, indirectly and collectively, by investment vehicles affiliated with Clayton, Dubilier & Rice, LLC (“CD&R”). Investment vehicles affiliated with Stone Point Capital LLC (“Stone Point”) are indirect owners of Focus LLC. Because Asset Advisors Investment Management, LLC is an indirect, wholly-owned subsidiary of Focus LLC, CD&R and Stone Point investment vehicles are indirect owners of Asset Advisors Investment Management, LLC. Focus LLC also owns other registered investment advisers, broker-dealers, pension consultants, insurance firms, business managers and other firms (the “Focus Partners”), most of which provide wealth management, benefit consulting and investment consulting services to individuals, families, employers, and institutions. Some Focus Partners also manage or advise limited partnerships, private funds, or investment companies as disclosed on their respective Form ADVs. Asset Advisors is managed by George Rush, Will Rice and Ben Braxton (“Asset Advisors Principals”), pursuant to a management agreement between AAC Capital, LLC and Asset Advisors. The Asset Advisors Principals serve as officers of Asset Advisors and are responsible for the management, supervision, and oversight of Asset Advisors. AAC Capital, LLC is wholly owned by its Principals. As of December 31, 2023, Asset Advisors had $1,149,241,264 in discretionary assets under management. Asset Advisors provides personalized wealth management and discretionary investment management services to high-net-worth individuals and other individuals, charitable organizations, pension and profit-sharing plans, and corporations. As needed,

Asset Advisors provides clients with financial planning services. Investment Management Services In designing and implementing customized models and portfolio strategies, Asset Advisors manages, on a discretionary basis, a range of investment strategies designed to align with the client’s investment objectives. Asset Advisors primarily allocates client assets among exchange- traded funds (“ETFs”), equity securities of individual companies, municipal bonds, corporate bonds, government bonds and certificates of deposit (“CD’s”). We render advisory services based on the individual needs of our clients. Clients may impose reasonable restrictions on the management of their portfolio subject to Asset Advisors acceptance of those restrictions. Asset Advisors is a fiduciary under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”) with respect to investment management services and investment advice provided to ERISA plan clients, including plan participants. Asset Advisors is also a fiduciary under section 4975 of the Internal Revenue Code (the “IRC”) with respect to investment management services and investment advice provided to individual retirement accounts (“IRAs”), ERISA plans, and ERISA plan participants. As such, Asset Advisors is subject to specific duties and obligations under ERISA and the IRC that include, among other things, prohibited transaction rules which are intended to prohibit fiduciaries from acting on conflicts of interest. When a fiduciary gives advice in which it has a conflict of interest, the fiduciary must either avoid or eliminate the conflict or rely upon a prohibited transaction exemption (a “PTE”). As a fiduciary, we have duties of care and of loyalty to you and are subject to obligations imposed on us by the federal and state securities laws. As a result, you have certain rights that you cannot waive or limit by contract. Nothing in our agreement with you should be interpreted as a limitation of our obligations under the federal and state securities laws or as a waiver of any unwaivable rights you possess.