Nicholas H. Safford founded the Firm as sole proprietor in 1979. The Firm was incorporated in 1983. John A. Safford joined the Firm in 1993, and the Firm moved to its present location in 1995. Norton Quincy Sloan III (Quinn) became a member of the Firm in 2005. Nick Safford is Chairman, Director and Assistant Treasurer; John Safford is President, CEO, Director and principal owner. Quinn Sloan is Vice President and Director. William Parker Dwyer (Parker) joined the firm in 2016 and is now Director of Research. Matthew G.P. Safford joined in 2022 as an Associate. Nicholas H. Safford & Co., Inc. offers professional investment counsel services for individuals, trusts, IRAs and other types of accounts. Our basic function is to render investment advice on a confidential basis, taking into account the circumstances and objectives of each client. Our initial step with a new client is to consider appropriate investment goals, given current and future income requirements. After analyzing the existing holdings, we recommend a suitable long-range plan, and make initial suggestions. If cash is available for investment, we also outline a program for its use. The plan is aimed at striking a sensible balance among such factors as growth objectives, income needs, safety of principal and relative inflation protection. Each common stock, bond, Exchange Traded Fund (ETF), or mutual fund in the portfolio is related directly to the basic purpose for which it should be held, taking into account its underlying investment characteristics and the client's objectives. On an ongoing basis, we continually monitor client accounts and make recommendations to buy and sell securities based on our fundamental research. Clients may specify any restrictions or limitations on our recommendations. We then tailor our recommendations to the individual needs and requirements of each client. As of December 31, 2023, Nicholas H. Safford & Co., Inc. had a total of $1,758,136,542 under management. Of that amount, $54,415,014 is managed on a discretionary basis. The balance of $1,703,721,528 is non-discretionary. The professional experience of our five registered investment advisor representatives follows: Biographical Information Nicholas Heath Safford, born March 16, 1932 Graduated Amherst College, B.A. 1954 CFA Charterholder 1966 Nicholas H. Safford & Co., Inc. .....................................2020―Present Rockport, MA Chairman, Ass’t Treasurer & Director ..............2005―2020 Chairman, Treasurer & Director ..............July 1983―2005 President, Treasurer & Director Wendell, Safford & Co., Inc. .........................................1982―June

1983 Rockport, MA President & Director Nicholas H. Safford, Investment Counsel ...............1979―1981 David L. Babson & Co., Inc. ...........................................1962―1978 Boston, MA Vice President & Director State Street Bank & Trust Company ........................1956―1961 Boston, MA United States Air Force .................................................1954―1956 John A. Safford, born August 17, 1966 Graduated Middlebury College, B.A. 1988 Member CFA Institute Nicholas H. Safford & Co., Inc. .....................................2005―Present Rockport, MA President, CEO & Director ..............1997―Present Director ..............1993―2005 Vice President & Director of Research C. W. Downer & Company ............................................ 1992―1993 Boston, MA & Paris, France Vice President ………….1989―1992 Associate Norton Quincy Sloan, III (Quinn), born October 4, 1967 Graduated Harvard College, B.A. 1990 Graduated Harvard University, M.S., 1992, Ph.D., 1996 CFA Charterholder 2006 Nicholas H. Safford & Co., Inc. ..................................... 2011―Present Rockport, MA Vice President & Director ..............2005―2019 Vice President & Director of Research Sungard Data Systems ................................................... 2004―2005, 1996–1999 Boston, MA & London, U.K. Head of Financial Analytics Ariba, Inc. ........................................................................... 1999―2003 Burlington, MA & Mountain View, CA Senior Product Manager William Parker Dwyer (Parker), born July 15, 1987 Graduated Boston College, B.A. 2009 CFA Charterholder 2022 Member CFA Institute Nicholas H. Safford & Co., Inc. ..................................... 2019―Present Rockport, MA Director of Research ..............2016―2019 Associate Pleon Yacht Club .............................................................. 2012―2016 Marblehead, MA Executive Director Jacob Realty ....................................................................... 2012―2013 Boston, MA Salesperson Coral Reef Yacht Club .................................................... 2009―2011 Miami, FL Head Coach Matthew G.P. Safford (Matt), born December 30, 1997 Graduated Bowdoin College, B.A. 2020 Certification – Series 65, 2023 Nicholas H. Safford & Co., Inc. ..................................... 2022-Present Rockport, MA Associate ..............2017-2018 Financial Analyst Intern Deloitte Risk & Financial Advisory ........................... 2020-2022 Washington, DC Consultant Competition Dynamics .................................................. 2019 Salem, MA Analyst Intern