A. Description of the Advisory Firm Chronos Wealth Management, L.L.C. (hereinafter “CWM”) is a Limited Liability Company located in the state of Florida and organized in the State of Delaware. The firm was formed in September 2017, and the principal owner is William Wallace Chamberlain. The firms Chief Compliance Officer is Nicole Renee Gay. B. Types of Advisory Services Portfolio Management Services CWM offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. CWM creates an Investment Policy Statement for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels) and then constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. Portfolio management services include, but are not limited to, the following: • Investment strategy • Personal investment policy • Asset allocation • Asset selection • Risk tolerance • Regular portfolio monitoring CWM evaluates the current investments of each client with respect to their risk tolerance levels and time horizon. CWM will require discretionary authority from clients in order to select securities and execute transactions without permission from the client prior to each transaction. Risk tolerance levels are documented in the Investment Policy Statement, which is given to each client. CWM seeks to provide investment decisions that are made in accordance with the fiduciary duties owed to its accounts and without consideration of CWM’s economic, investment or other financial interests. To meet its fiduciary obligations, CWM attempts to avoid, among other things, investment or trading practices that systematically advantage or disadvantage certain client portfolios, and accordingly, CWM’s policy is to seek fair and equitable allocation of investment opportunities/transactions among its clients to avoid favoring one client over another over time. It is CWM’s policy to allocate investment opportunities and transactions it identifies as being appropriate and prudent among its clients on a fair

and equitable basis over time. Financial Planning Financial plans and financial planning may include but are not limited to: investment planning; life insurance; tax concerns; retirement planning; education planning; and debt/credit planning. Selection of Other Advisers CWM may direct clients to third-party investment advisers. Before selecting other advisers for clients, CWM will verify that all recommended advisers are properly licensed, notice filed, or exempt in the states where CWM is recommending the adviser to clients. Services Limited to Specific Types of Investments CWM generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, hedge funds, private equity funds, ETFs and non-US. securities, although CWM primarily recommends U.S. domestic large cap equities. CWM may use other securities as well to help diversify a portfolio when applicable. C. Client Tailored Services and Client Imposed Restrictions CWM will tailor a program for each individual client. This will include an interview session to get to know the client’s specific needs and requirements as well as a plan that will be executed by CWM on behalf of the client. CWM may use model allocations together with a specific set of recommendations for each client based on their personal restrictions, needs, and targets. Clients may impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs. However, if the restrictions prevent CWM from properly servicing the client account, or if the restrictions would require CWM to deviate from its standard suite of services, CWM reserves the right to end the relationship. D. Wrap Fee Programs A wrap fee program is an investment program where the investor pays one stated fee that includes management fees, transaction costs, and certain other administrative fees. CWM does not participate in wrap fee programs. E. Assets Under Management CWM has the following assets under management: Discretionary Amounts: Non-discretionary Amounts: Date Calculated: $ 172,846,672 $0.00 December 2022