Firm Description Wedgewood Partners, Inc. (hereinafter "WPI"), a corporation organized under Missouri law, is an investment adviser registered with the Securities and Exchange Commission. WPI maintains its principal office at 9909 Clayton Road, Suite 103, St. Louis, MO 63124. Principal Owners Anthony Guerrerio, through his Trusts, and David Rolfe, CIO are the principal owners. William Thomas, CEO, CCO, President, and Chairman has a 5% interest, Michael Quigley, Senior Portfolio Manager, through his trust, has less than 5% interest, and RiverPark Advisors LLC has 5.65%. Types of Advisory Services WPI is primarily a Large Cap Growth (LCG) securities manager that offers the following products: WPI LCG Third Party Investment Program – WPI provides portfolio management services to clients through various investment programs sponsored by independent, third- party investment firms and investment management consultants. Some, but not all, of these programs are wrap fee and Unified Managed Account (UMA) programs. Often, the end-clients in our Third-Party Investment Program are high net worth individuals, Pension/profit sharing plans, Foundation/charities, Government/municipal, Mutual Funds, other. We do not typically interact with these end-clients, as the third-party sponsor or investment management consultant usually has a single point of contact, such as an analyst or consultant. WPI LCG Sub-adviser to Investment Companies - WPI will also provide portfolio management services as a sub-adviser to investment companies (registered under the Investment Company Act of 1940) such as mutual funds. WPI will typically manage some or all the assets of a Fund on a discretionary basis in accordance with the Fund’s investment objectives, policies, and restrictions and subject to the supervision and control of the Fund Manager. As of 12/31/2023, WPI’s total firm assets include Model Assets Under Advisement, which are not included in the ADV Part 1 Assets Under Management: Discretionary

Assets Under Management Assets Under Advisement - Model Assets (UMA) Total Firm Assets $464,563,491.00 $719,486,244.00 $1,184,049,735.00 Tailored Relationships Clients have the opportunity to place reasonable restrictions on the types of investments that WPI will make on their behalf. However, WPI does not provide Socially Responsible Investment (SRI) screens. Wrap Fee Program Participation Details A “wrap-fee” program is one that provides the client with advisory and brokerage execution services, plus account reporting and custodial services, for one all-inclusive fee. WPI participates in these programs as a sub-adviser. In a sub-advisory capacity, WPI receives only a portion of the total wrap fee that is charged to the account. Some of the sub-advised programs include: Program Sponsor Mount Yale Investment Consulting Program Mount Yale Securities, LLC UBS Access/SWP/AAP UBS Securities LLC Managed Account Utility Platform Lockwood Capital Management, Inc. In these sub-advisory programs, WPI's investment management services are available to individuals subject to account minimums specified in the wrap program brochure. Depending on the program, account minimums may be between $100,000 and $250,000. In these sub-advisory programs, a representative of the program sponsor or an independent financial adviser will work with the client to complete an investment questionnaire and recommend investing a portion of the client’s assets in the WPI sub-advised portfolio. WPI will review all client applications for inclusion in its managed accounts. For approved clients, WPI's portfolio managers will be reasonably available to consult with clients if necessary. The factors that prospective clients should consider include the size of a client’s portfolio, the nature of the investments to be managed, commission costs, custodial expenses, if any, the anticipated level of trading activity and the amount of advisory fees only for managing the client portfolio.