Firm Description & Principal Owners Westbourne Investments, Inc. (WESTBOURNE) provides independent, customized account management for individuals and institutions. Our firm specializes in providing highly personal management of our client’s assets. Stock and bond portfolios are designed and managed in strict accordance with each client’s individual investment objectives. Discretionary authority is limited by the objectives of the account, the applicable fiduciary obligations imposed by the law and the assets contained in the account. WESTBOURNE was founded in 1990 and is principally owned by Robert Long and Patrick Walsh. Types of Advisory Services WESTBOURNE offers a number of different types of advisory services.  Personal Financial Planning This service includes a discussion and written analysis of an individual or family’s current financial condition, including current and expected income sources from salary, social security, pensions, or other sources; estimated monthly expenses; risk protection in place via life, disability, long-term care, and other relevant insurance policies. It also includes recommendations, implementation, and monitoring of an asset allocation plan based on the investor’s financial goals, as well as the individual’s ability, willingness and need to take risk, as determined by time horizon, stability of earned income, need for liquidity, and the investor’s available options for liquidity should their investment plan fail. An investor’s available options may include delaying retirement, taking a part-time job, downsizing the current home, selling a second home, lowering consumption, or moving to a region with a lower cost of living. The more options, the more risk one can take.  Diversified equity and balanced portfolio management Managed portfolios are structured with Exchange Traded Funds (ETFs) and/or individual stocks that represent the following investment categories:  Income-oriented equities are selected for their relatively consistent ability to produce noticeably superior rising income streams from basic industry sectors of the economy represented by real estate, energy production and delivery, select utilities, entertainment, and financial services.  Core equities are comprised of 15-to-20-year old companies, characterized by strong, innovative managements, excellent balance sheets, demonstrated pricing power, earnings growth consistency and predictability, proprietary markets or product ranking one or two in their respective industry niche, and possessing a shareholder motivated management.  Growth equities represent a category comprised of ably-managed younger versions of the core group, with dynamic new products or services that address, rapidly expanding, new markets and societal needs, and possess all, or most, of the financial attributes and metrics of the older core companies.  ETF portfolio management WESTBOURNE develops a strategic asset allocation plan based on the client's risk tolerance, investment return objectives, investment

time horizon, income requirements and other factors. The target investment portfolio for the client is usually divided among equity, fixed income, and alternative investments. The asset allocation model further identifies investment asset classes within these broad categories, such as short and intermediate-term U.S. and global bonds, U.S. large and small company growth and value stocks, international large company and small company growth and value stocks, real estate investment trusts, publicly traded Master Limited Partnerships, precious metals, and money market securities. WESTBOURNE invests in selected common stock funds including Exchange Traded Funds (ETFs) that track these asset classes, periodically rebalancing to the target allocation while considering the impact of taxes and transaction costs. Investors in ETF portfolios should expect to remain fully invested in their selected asset allocation plan at all times.  Options WESTBOURNE employs various strategies in line with the clients’ agreed upon strategies.  Covered Calls Strategy Selling call options on equities long in accounts, using strike prices above purchase prices and using time/value analysis to achieve enhanced cashflow(income).  Synthetic Longs Strategy Selling put options, below the market price to provide the opportunity to purchase equities at lower levels, also used in conjunction with “covered calls” to create spreads. Also used with the purchase of long calls, to acquire participation in positive equity appreciation.  Long Puts Strategy To provide a measure of insurance against sudden, volatile stock value declines  Long Call Strategy Buying call options  Advanced Options Strategy Vertical & Butterfly options spreads  Options Strategies within the approved risk levels of option trading(zero to three) could employ all of the above outlined strategies. All clients receive the custodian’s “option risk brochure.”  Monitoring Option positions are monitored daily and chronological records are kept to evaluate future decisions by the investment committee.  Concierge Services and Special Projects Projects may be undertaken that are not described in other types of agreements, including assistance with tax planning, cost basis calculations, generating specialized reports, or other services specifically described in an advisory agreement. Tailored Relationships Portfolios are managed according to the objectives and needs of the client. Client goals and objectives are clarified in meetings and via correspondence, and are used to determine the course of action for each individual client. The needs and objectives for each client are documented in client files and our portfolio management system electronically. Clients may impose restrictions on investing in certain securities or types of securities. This must be done in writing. Managed Assets As of December 31, 2023 WESTBOURNE managed a total of $191,110,828. $191,110,828 managed on a discretionary basis and $0 on a non-discretionary basis.