Brightside Partners is an SEC-registered investment advisor. The Firm has been in business since 2019, and is owned by Pace R. Kessenich, Abigail C. Holmes, Ryan D. Pollard, Gregory D. Danseglio, Nicholas R. Daly, Jeffrey R. Cooke, Justin C. Bakewell and Lauren P. Watson. As of December 31, 2023, Brightside Partners advised on approximately $2,516,744,157 in Assets Under Advisement (“AUA”), which includes $853,105,653 in regulatory Assets Under Management (“AUM”) of which $368,467,696 is managed on a discretionary basis and $484,637,957 is managed on a non-discretionary basis. AUM is defined as the value of the assets in accounts as to which the Firm provides continuous and regular supervisory or management services. AUA is defined as AUM plus all assets held away that the Firm advises on, including but not limited to retirement plan assets, real estate, business holdings, and other private investments. Brightside Partners advises on these assets at each portfolio review and the assets are listed in the Firm’s reporting tools and reports. The Firm offers Clients two primary service offerings, Wealth Advisory and Private Investment Advisory, which are described in more detail below. A) Wealth Advisory Brightside Partners provides Wealth Advisory Clients with a broad range of family office, financial planning, investment advisory, and portfolio management services that support the complex, unique needs of each family. Family Office & Financial Planning Services – These services include, but are not limited to, the following: Business Planning Financial Reporting Cash Flow Forecasting and Support Education Planning Trust and Estate Planning and Support Insurance Planning and Support Retirement Planning Risk Management Charitable Giving Distribution Planning Tax Planning and Support Home and Major Asset Purchase Support Financing Solutions Coordination and Support Bill Pay and Household Payroll Coordination Valuable Articles Inventory Support Multigenerational Family Coordination and Education Investment Advisory & Portfolio Management Services – Brightside Partners provides a variety of investment advisory and portfolio management services in conjunction with the services listed above as part of each Client’s comprehensive Wealth Advisory engagement. These services are listed and described in more detail below. Investment Consulting Investment Sourcing Investment Due Diligence Asset Allocation Consulting Portfolio Design & Construction Investment Monitoring Portfolio Cash Flow Forecasting Portfolio Management & Administration Brightside Partners manages investments and investment portfolios on a discretionary and/or non-discretionary basis. The Firm primarily allocates Wealth Advisory Client assets among mutual funds, exchange-traded funds (“ETFs”), active public investment managers (“Public Investment Managers”) (collectively, “Public Investments”), and a wide variety of pooled, privately placed securities (see below for the Firm’s definition of “Private Investments”), in accordance with their stated investment objectives. Where appropriate, the Firm also provides advice about any type of legacy position or other investment held in Client portfolios, but Clients should not assume that these assets are being continuously monitored or otherwise advised on by the Firm unless specifically agreed upon. Clients can engage Brightside Partners to manage and/or advise on certain investment products that are not maintained at their primary custodian, such as variable life insurance and annuity contracts as well as assets held in employer sponsored retirement plans and qualified tuition plans (i.e., 529 plans). In these situations, Brightside Partners directs or recommends the allocation of Client assets among the various investment options available with the product. These assets are generally maintained at the underwriting insurance company or the custodian designated by the product’s provider. B) Private Investment Advisory Brightside Partners provides Private Investment Advisory Clients with investment consulting and portfolio management services related to the assets that Clients have invested in and/or intend to allocate to Private Investments. The Firm’s definition of Private Investments includes, but is not limited to, any pooled, privately placed security such as a private equity fund, a private debt fund, a private real estate fund, or a fund-of-funds managed by a private investment manager (“Private Investment Manager”) or other private placement including equity, credit or real estate investments (“Private Direct Investment”) (collectively, “Private Investments”). The Firm currently advises on and/or manages a wide variety of Private Investments for its Clients. Similar to some of the services listed above under “Investment Advisory & Portfolio Management Services” for Wealth Advisory Clients, the Firm provides Private Investment Advisory Clients with the following: Investment Consulting Investment Sourcing Investment Due Diligence Portfolio Design & Construction Investment Monitoring Portfolio Cash Flow Forecasting Portfolio Management

& Administration Brightside Partners designs, constructs, and manages portfolios of Private Investments for its Private Investment Advisory Clients in accordance with their stated investment objectives. These services are typically offered only to accredited and/or qualified investors. Brightside Partners employs inbound sourcing as well as outbound objective-driven and thesis-driven origination in order to identify a wide variety of compelling Private Investment opportunities. From these opportunity sets, the Firm determines those Private Investments that warrant further consideration. In furtherance of that consideration, the Firm evaluates a variety of information about the investment, which includes the investment’s disclosure documents, materials provided by the Private Investment issuer, and other third-party analyses it believes are reputable. The Firm also conducts calls with the investment manager and third-party references to ensure a thorough understanding of the documents and materials received as well as the broader investment opportunity. To the extent possible, the Firm seeks to assess the investment manager’s strategy, past performance, and risks in relation to its Clients’ individual portfolio allocations and risk exposure. Brightside Partners also takes into consideration each investment manager’s management style, returns, reputation, financial strength, reporting, pricing, and research capabilities, among other factors. Upon approving a new Private Investment opportunity after an in-depth review, the Firm evaluates the investment in the context of each of its Private Investment Advisory Client’s stated objectives, current investment holdings, and overall Private Investment portfolio. At the Client level, the Firm develops asset allocation strategies that cover the range of Private Investment exposure. The Firm maintains an understanding of where the Private Investment is within its lifecycle (such as the capital call cycle or the harvesting cycle) and how to layer in additional Private Investment commitments to maintain the desired allocation through portfolio cash flow forecasting. When available and necessary, the Firm may assist Clients in negotiating terms of investment in the Private Investments (including fees, commitment level, etc.) with the Private Investment Manager. Brightside Partners provides continuous and regular supervisory services related to the discretionary or non-discretionary selection of the Private Investment Managers. On an ongoing basis, the Firm monitors the performance of those Private Investment Managers. Brightside Partners seeks to ensure that their strategies and target allocations remain aligned with its Clients’ investment objectives and overall best interests. To the extent possible, the Firm also seeks to provide its Private Investment Advisory Clients with updated portfolio cash flow forecasts on a periodic basis in order to help its Clients proactively plan required cash flow to partially mitigate the liquidity issues that are sometimes associated with Private Investments. Brightside Partners tailors its advisory services to meet the needs of its individual Clients and seeks to ensure, on a continuous basis, that Client portfolios are managed in a manner consistent with those needs and objectives. Brightside Partners consults with Clients on an initial and ongoing basis to assess their specific risk tolerance, time horizon, liquidity constraints and other related factors relevant to the management of their portfolios. Clients must notify Brightside Partners if there are changes in their financial situation or if they wish to place any limitations on the management of their portfolios. Clients can impose reasonable restrictions or mandates on the management of their accounts if Brightside Partners determines, in its sole discretion, the conditions would not materially impact the performance of a management strategy or prove overly burdensome to the Firm’s management efforts. In the course of performing advisory services, Brightside Partners sometimes recommends that certain Clients engage the Firm for additional related services and/or other professionals to implement its recommendations. To the extent that the Firm recommends that Clients engage the Firm or its affiliates to provide (or continue to provide) additional services for compensation, including investment management services, this is a conflict of interest, as the Firm has a financial incentive to encourage Clients to retain the Firm. Clients retain absolute discretion over all decisions regarding implementation and are under no obligation to act upon any of the recommendations made by Brightside Partners under any non-discretionary engagement, or financial planning or consulting engagement. Brightside Partners is not required to verify any information received from the Client or from the Client’s other professionals (e.g., attorneys, accountants, etc.,) and is expressly authorized to rely on this information. It is the Client’s responsibility to promptly notify the Firm of any change in the Client’s financial situation or investment objectives in order for the Firm to adjust their services accordingly.