Background Information SYSTM Wealth Solutions LLC (“SYSTM” or the “Firm”) is a Delaware LLC formed in September, 2021. SYSTM is majority‐ owned by WBC Holdings, L.P., an entity wholly owned by its partners. WBC Holdings, L.P. wholly owns William Blair & Company, L.L.C. (“William Blair”) and William Blair Investment Management, L.L.C. For more information about these affiliates, please see Item 10. Additionally, certain entities in the financial services industry have non‐controlling, minority interests in SYSTM. SYSTM provides investment advisory services to end clients (“Clients” or “you”) of affiliated registered investment advisors (“Advisors”). SYSTM sponsors a fee‐based platform (“SYSTM Wealth Solutions Program” or “Platform”) through which Advisors can utilize to (i) recommend, select, retain, fire and monitor registered investment advisers that manage part or all of the portfolios of Clients on a discretionary basis (“Managers”) in accordance with investment strategies (“Strategies”) created and maintained by the Managers and (ii) retain SYSTM to manage Clients’ assets on a discretionary basis utilizing model portfolios (“Models”) created and maintained by registered investment advisers that have agreed to provide such Models and updates thereto to SYSTM for use on the Platform (“Model Providers”). With respect to Model‐based Client accounts, SYSTM receives the Models and Model updates from the Model Providers and determines, in its sole discretion, whether to accept the Models and Model updates and how to implement the Models and Model Updates for Client accounts. Moreover, SYSTM will adjust the Models to implement reasonable restrictions requested by Clients with respect to the management of their accounts that are accepted by SYSTM. In addition, SYSTM has discretion to manage the liquidity needs of Model‐based Client accounts (e.g., by choosing which security or securities to sell and how much of that security or securities to sell to meet the liquidity needs for a particular Client. Finally, SYSTM is responsible for ensuring the strategic asset allocations of these Model‐ based Client accounts remain consistent with their target allocations and for rebalancing those Client accounts that are out of balance. SYSTM regularly monitors the Strategies and Models to ensure they are managed pursuant to their stated styles, as further described in Item 8. With the exception of the William Blair‐affiliated Model Providers described

in Item 10 below, the Managers and Model Providers are not affiliated with SYSTM. Advisory Services – SYSTM Program SYSTM makes a variety of Model and Strategy styles available through the SYSTM Wealth Solutions Program (“Program”). The available Models and Strategies will vary according to risk tolerance, types of securities utilized, and investment philosophy. It is up to you and your Advisor to select the appropriate Model(s) and/or Strategies available through the Platform. Your account will be invested in accordance with the Model(s) or Strategy(ies) you select with your Advisor. Your Advisor is responsible for providing investment advice that is tailored to your investment objectives, risk tolerance, time horizon, liquidity needs and other financial circumstances and recommending or selecting the Model(s) and/or Strategy(ies) that match your financial needs. SYSTM generally will not have knowledge of your individual information or investment goals and objectives or other financial characteristics and does not provide personalized investment advice to you. Therefore, it is up to your Advisor to determine if the Model(s) and/or Strategy(ies) are in your best interest and consistent with your financial needs and circumstances. In all instances, you remain the owner of all securities held in your account and have all ownership rights associated with these securities. SYSTM and the Managers allow Clients to provide reasonable restrictions on the management of their account(s). Trading will settle in the brokerage account(s) you establish with a custodian selected by you and your Advisor. Model Providers will send SYSTM Model updates to inform SYSTM’s decision to rebalance or reallocate Client accounts, and Managers will implement their Strategies within your account(s) on a discretionary basis. These adjustments to the asset allocations will result in transactions in your account. If a Model or Strategy that you have selected is removed by SYSTM from the Program or otherwise becomes unavailable, SYSTM will notify your Advisor of the change and request that action be taken to reallocate the assets in the relevant account by a specified date. If no action is taken promptly by you or your Advisor, SYSTM will suspend collecting the Platform Fee and Management Fee, described in Item 5 below. Assets Under Management As of March 7, 2023, SYSTM had $839,176,872 in assets under management, managed on a discretionary basis.