Description of Advisory Firm Jericho Financial (hereinafter “Jericho” or “Jericho Financial”) is a Limited Liability Partnership organized in the State of Ohio. The firm was formed in April 2017, and the principal owners are Ryan Bosler and Mark Faubel. Types of Advisory Services Jericho provides financial planning services individuals and pension consulting services to pension and profit-sharing plans. The team at Jericho takes a 360-degree approach to assess all aspects of each client’s financial life. We invest a significant amount of time with our clients to understand each’s unique needs and challenges, emphasizing on the relationships over the transactions. Financial Planning Services The Financial Planning service that we provide is tailored to the individual needs of our clients. We understand that each client’s goals are unique, as are the various factors of their personal and professional lives on which their financial plan and investment portfolio is built. Our plans, strategies, and recommendations are adaptive to the changes in our clients’ goals, priorities, and financial situations. This service is designed to assist clients in meeting their financial goals through the use of a financial plan or consultation. Jericho Financial conducts client meetings and broad-based analysis of a client’s financial situation. Jericho Financial makes use of current and historical financial information to understand a client’s current financial situation, existing resources, financial and personal goals, attitudes, investment objectives, and tolerance for risk. Based on what is learned, an investment approach is presented to the client, consisting of individual stocks, bonds, ETFs, mutual funds and other public and private securities or investments. Once the appropriate portfolio has been determined, portfolios are continuously and regularly monitored. If necessary, a portfolio is rebalanced based upon market performances and the client’s individual needs, stated goals and objectives. Jericho Financial provides a written analysis and recommendations for the planning or consulting aspects of this service. The financial plan or consultation may encompass one or more of the following areas: Investment Planning, Tax Planning, Retirement Planning, Estate Planning, Charitable Planning, Education Planning, Mortgage/Debt Analysis, Insurance Analysis, Lines of Credit Evaluation, Business and Personal Financial Planning. The specific scope of services to be provided can only be determined after a thorough and ongoing review of the documentation provided by the client. Jericho Financial will assist with the implementation of the financial plan or consultation. However, Jericho Financial will not provide legal advice. Clients are urged to work closely with their attorney in implementing strategies in those areas. Jericho Financial will provide ongoing monitoring of the client’s financial circumstances and provide continued advice to help them reach the goals we have discussed. Jericho Financial will also provide advice concerning changes in these goals or in the client’s circumstances. Each element of the client’s plan is reviewed at least annually, including estate plans, tax planning, insurance, cash flow, goal setting and financial advice in other areas. Jericho Financial will recommend and manage an agreed-upon portfolio relative to the client’s risk tolerance and time parameters. Jericho Financial will make investment decisions for the client’s portfolio Jericho Financial Page 5 of 13 according to the client’s investment objectives and financial circumstances. Clients are required to promptly inform Jericho if any material changes occur in their circumstances. Clients must also consult with Jericho at least annually

to provide updated information, if any, about their financial circumstances and financial objectives. Pension Consulting Services Jericho Financial provide pension consulting services to employer plan sponsors. Generally, such pension consulting services consist of assisting employer plan sponsors in establishing, monitoring, and reviewing their company's participant-directed retirement plan. As the needs of the plan sponsor dictate, areas of advising could include investment options, plan structure and participant education. All pension consulting services shall be in compliance with the applicable State law(s) regulating the services provided by this Agreement. This section applies to an Account that is a pension or other employee benefit plan (a “Plan”) governed by the Employee Retirement Income Security Act of 1974, as amended (“ERISA”). If the client accounts are part of a Plan, and we accept appointments to provide our services to such accounts, we acknowledge that we are a fiduciary within the meaning of Section 3(21) of ERISA as designated by the Pension Consulting Agreement with respect to the provision of services described therein. Selection of Other Advisers Jericho may direct clients to third-party investment advisers to manage either all or a portion of the client’s assets. The specific terms and conditions under which a client engages a third-party investment adviser may be set forth in a separate written agreement with the designated third-party investment adviser. Before selecting other advisers for clients, Jericho will verify that all recommended advisers are properly licensed, notice filed, or exempt in the states where Jericho is recommending the adviser to clients. On an ongoing basis, Jericho monitors the performance of those accounts being managed by Managers and seeks to ensure their strategies and target allocations remain aligned with its clients’ investment objectives and overall best interests. Held Away Assets Jericho utilizes Pontera, a third-party platform, to facilitate management of held away assets such as defined contribution plan participant accounts, with discretion. The platform allows Jericho to avoid being considered to have custody of client funds since the Firm does not have direct access to client log-in credentials to affect trades. Jericho is not affiliated with the Pontera platform in any way and receives no compensation from them for using their platform. In order for Jericho to manage held away assets (assets not held at TD Ameritrade) a link will be provided to the client allowing them to connect an account(s) to the platform. Once a client account is connected to the platform, Jericho will review the current account allocations. When deemed necessary, Jericho will rebalance the account considering client investment goals and risk tolerance, and any change in allocations will consider current economic and market trends. The goal is to improve account performance over time, minimize loss during difficult markets, and manage internal fees that harm account performance. Jericho Financial Page 6 of 13 Client-Tailored Services and Client-Imposed Restrictions Our firm offers individualized investment advice to our Financial Planning clients. General investment advice will be offered to our Pension Consulting clients. Each Financial Planning client has the opportunity to place reasonable restrictions on the types of investments to be held in the portfolio. Restrictions on investments in certain securities or types of securities may not be possible due to the level of difficulty this would entail in managing the account. Assets under Management As of December 31, 2022, Jericho manages $127,217,091 in discretionary assets. Jericho Financial Page 7 of 13