Capital Portfolio Management, L.L.C. (CRD # 127372) (CPM) is registered as an investment adviser with the Securities Exchange Commission. CPM is based in Kansas and is organized as a Limited Liability Company under the laws of the State of Kansas and is owned by Random 5, Inc. and O’Lucky, Inc. with the owners of these entities being Jared D. Rand and John P. Orindgreff, respectively. The firm has been in business since 2003. CPM’s principal office and place of business is located at 505 SW Washburn Avenue, Topeka, Kansas 66606. Regular business hours are from 8:00am to 5:00pm Monday through Friday. The firm can be contacted by phone at (785) 271‐5555 and by fax at (866) 580‐1945. The firm also maintains an office at 10985 Cody Street, Suite 140, Overland Park, Kansas 66210. That office can be contacted by phone at (816) 471‐5556 and by fax at (866) 580‐1945. As of 12/31/2023 CPM managed approximately $175,188,193 of assets, all of which was on a discretionary basis for 320 clients. CPM provides different types of service tailored to a client’s needs. Portfolio Management CPM provides investment supervisory services, which we define as giving continuous advice to a client or making investments for a client based on their individual needs. We generally manage advisory accounts on a discretionary basis, subject to client restrictions. Account supervision is guided by the stated objectives of the client (i.e. maximum capital appreciation, growth, income, or growth and income). CPM generally operates on 3 basic platforms as noted below: Managed Stock and ETF Accounts This platform is for taxable and non‐taxable individual accounts, corporate accounts, small institutional and non‐profit

accounts, and some employee benefit accounts. These accounts are managed by CPM and are held at Fidelity. Managed IRA Accounts This platform is for non‐taxable (qualified) accounts. Traditional IRA, Roth IRA, SIMPLE IRA, SEP IRA, and similar account structures that are not large enough to meet the minimum for our managed stock accounts are managed on this platform. Managed Outside Retirement Accounts We manage 401k and 403b plan accounts at the individual level, managing allocations for a fee, based on the size and complexity of the account. Consulting Clients can also receive investment advice on a more limited basis. This may include advice on an isolated area(s) of concern such as estate planning, retirement planning, reviewing a client's existing portfolio, or any other specific topic. CPM also provides consultation and administrative services regarding investment and financial concerns of the client, or can even provide advice on non‐securities matters. Generally, non-securities related advice will be in connection with the rendering of advice on estate planning, insurance, and/or annuities. Participant Level 401(K) Advice and Monitoring CPM offers non-discretionary advice and monitoring services to clients regarding their participation in a 401(K) program. Through this service, CPM will assist the client by reviewing and/or recommending changes to the client's current asset allocation within their 401(K) plan. In addition, CPM will monitor the client's 401(K) investments on a periodic basis (monthly, quarterly, semi‐annually or annually depending on the needs of the client) and may provide reports to the client on the performance of their 401(K) investments.