Avail Investment Partners, LLC (“Avail”) is principally owned by Geoffrey Caber, Stuart Feinzig, Brett Greenfield, Derek Varner and Martin Wildy. Avail provides investment management services and financial planning to individuals, families, trusts, charitable organizations and foundations, businesses, and pension plans. Avail’s process starts with getting to know the client and what is most important to them, where the client is now financially and what they would like their money to accomplish for them. Avail uses the information for investment purposes where we will recommend strategies to help match the client’s goals. We like to work hand in hand with clients, helping them navigate any online tools and client technology so that the client can always have a clear picture of how their assets are working for them. When we perform asset management services, we will do so on a discretionary basis. This means that while we will continue an ongoing relationship with each client, being involved in various stages of their lives and decisions to be made, we will not seek specific approval of changes to client accounts. Because we take discretion when managing accounts, clients engaging us will be asked to execute a Limited Power of Attorney (granting us the discretionary authority over the client accounts) as well as an Investment Advisory Agreement that outlines the responsibilities of both the client and Avail. Specific security changes will be implemented by Avail in keeping with client objectives but not necessarily with prior client authorization. In limited circumstances, we may provide asset management services on a non-discretionary basis, which means we will consult with the client prior to implementing any investment recommendation. Clients should be aware that some recommendations may be time- sensitive, in which case recommendations not implemented because we are unable to reach a non-discretionary client may not be made on a timely basis and therefore client’s account may not perform as well as it would have had Avail been able to reach the client for a consultation on the recommendation. Financial Planning Financial planning services

may be provided as a part of the asset management process when requested. Avail’s planning process typically begins with a discovery meeting when time is taken to gather information, understand client expectations, and determine the right fit for pursuing a working relationship. For example, the discovery process may include the review of insurance currently in place (i.e., life, disability, and long-term care insurance), creating personal balance sheet and cash flow statements, and the review of estate planning documents in an effort to better understand the client’s holistic financial situation. Furthermore, the planning process may also include collaboratively developing a financial plan to assist the client in reaching his or her unique financial objectives. Sub-Advisers Avail recommends sub-advisers to clients for asset management services. In such cases, the sub-adviser will be responsible for continuously monitoring client accounts and making trades in client accounts when necessary. While the chosen sub-adviser will provide advice on specific securities and/or other investments in connection with this service, Avail will have discretionary authority to hire and fire such managers and reallocate assets among them as deemed appropriate by Avail. The sub-advisers selected will be based upon each client’s suitability, risk tolerance and investment objectives. When a sub-adviser is utilized, Avail can receive fees from the sub-adviser regarding Avail’s portion of the total client fee, as detailed in the contract between the sub-adviser and Avail. Private Funds As part of an overall asset allocation strategy, Avail may recommend on a non-discretionary basis that qualified clients consider investing in Foundation Premium Income Fund, LP (“FPIF”), Foundation Green Income Fund, LP (“FGIF”) and/or OneAscent Capital Impact Fund I LP (“OneAscent Capital”), each a private investment fund. For more information about the relationship between FPIF, FGIF and OneAscent Capital, please see Item 10C. Assets Under Management As of December 31, 2022, Avail has $90,775,868 in assets under management in 295 accounts, all managed on a discretionary basis.