Marietta Investment Partners, LLC (“Marietta”), founded in 2000 by John T. Evans, provides investment advisory services to individual, trust and institutional clients. Marietta is an independent firm 100% owned by the following employees: Mary T. Allmon, Lori J. Brook, Robert C. Draper, Charles P. Evans, Amanda K Grams and Jonathan A. Smucker. John T. Evans is the Managing Director of the firm. Marietta employs a disciplined approach to assist clients in achieving long-term objectives through investments in high-quality securities. Marietta works with clients to establish appropriate investment objectives and guidelines based on the client’s unique circumstances. Investment programs for individuals, trusts and certain institutional clients are customized and designed to control risk and be tax-efficient. Investment programs for tax-exempt institutional clients are designed to achieve above-benchmark returns on a risk-adjusted basis. Marietta primarily employs its customized global growth investment strategy through equity investments, fixed income securities and short-term cash equivalent investments. Marietta utilizes a proprietary research process to analyze environmental, social and corporate governance (“ESG”) factors. Marietta believes that ESG factors reflect a comparative ability of a corporation to promote positive outcomes in the world. Clients can request that Marietta consider ESG factors in whole or in part when constructing a customized investment portfolio. A summary of Marietta’s ESG research process is available to clients upon request. In addition, Marietta offers the following non-customized equity investment programs for clients seeking exposure to the U.S. and global equity markets and ESG-dedicated equity strategies: Marietta International Equity Program, Marietta Global Equity Program, Marietta U.S. Equity Program, Marietta Mid-Cap Growth Equity Program, Marietta U.S. ESG Equity Program and Marietta International ESG Equity Program (collectively, the “Marietta Equity Programs”). Marietta provides investment advisory services on a discretionary basis. Marietta makes all investment decisions for client accounts and, when we deem appropriate and without prior consultation with the client, buy, sell, exchange, convert and otherwise trade in stocks, bonds, other securities and other financial instruments, subject to any written

guidelines and restrictions as provided by a client to us. Marietta will consider providing non-discretionary investment advisory services on a case-by-case basis. Marietta also provides asset allocation services to retirement plan participants, which includes making allocations among the mutual funds offered by the plan. Our allocation advice is based upon the plan participant’s financial situation, risk tolerance and retirement goals, among other factors. Marietta also has an incentive to encourage individual clients to rollover an employer retirement account into a Marietta-managed Individual Retirement Account (“IRA”), with the potential of higher fees charged by Marietta and lower liquidity. The decision of whether to rollover an employer retirement account rests with the individual account owner, and Marietta is committed to providing information to help a client make a decision that is in that client’s overall best interests. When Marietta provides investment advice to clients regarding their retirement plan accounts or IRAs, Marietta is a fiduciary within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. If a client rolls retirement account assets into an IRA we advise, we will charge an asset-based fee as described in Item 5 – Fees and Compensation. The decision to recommend rolling over a retirement account to a Marietta-managed account creates a conflict of interest, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours. While not a primary offering, Marietta offers a program comprised solely of exchange-traded funds (“ETFs”) for accounts which do not qualify for another Marietta investment program. Marietta at times and at its discretion will also offer this ETF program to clients who do not qualify for another investment program as a courtesy. While Marietta does not currently serve as a portfolio manager in “wrap fee” and similar programs sponsored by unaffiliated financial services firms, such as investment advisers and broker-dealers, we may choose to do so in the future. As of December 31, 2023, Marietta managed $535,555,196 in assets on a discretionary basis. As of December 31, 2023, Marietta did not manage any assets on a non-discretionary basis.