Court Place Advisors, LLC (CPA) is an investment advisor firm providing Investment Advisory services to the individual needs of clients since 1998. John F.(Jack) Santry is the sole owner of the firm. The investment advisory services provided to clients include Investment Management and Financial Planning. CPA offers its services to clients on a fee basis, which may include fixed fees, hourly fees, and fees based on assets under management. Upon engaging CPA to provide the investment advisory services, the client will be required to enter into one or more written agreements setting forth the terms and conditions under which CPA shall render its services. Investment Management The Investment Management Service is defined as giving continuous advice to a client based on the individual needs of the client. The Investment Management services and execution of client transactions for which the specified fee (or fees) is not based directly upon transactions in a client account. Court Place Advisors will assist the client in the establishment of account with either Fidelity Investments or Charles Schwab & Co., Inc. (“Schwab”),. All transactions will be processed by and cleared through these two qualified, independent financial institutions. CPA will not act as a custodian for any account. Both Fidelity and Schwab will maintain custody of all funds and securities. Financial Planning Court Place Advisors may provide its clients with Financial Planning Services that could include Business Planning, Cash Flow and Debt Management, College Savings, Estate Planning, Investment Analysis, Retirement Planning (which may include

asset monitoring and advisement for retirement accounts including 401k, 403b, 457 etc.), and Tax Planning Strategies. In providing financial planning services, CPA will require client to enter into a written agreement setting forth the terms & conditions of the engagement and describing the services to be provided as well as the applicable fees. These fees are negotiable and will be determined based on the level & scope of the services described in the agreement. CPA may recommend the services of itself and/or other professionals to implement its recommendations in performing its financial planning services. Client is under no obligation to act upon any recommendation made by CPA under this engagement. The client retains discretion over all decisions and is free to accept or reject any of CPA’s recommendations. Court Place Advisors, LLC Assets under Management a/o December 31, 2021: Discretionary: $375,762,179 Non-Discretionary: $1,861,307 Total: $377,623,486 Clients of Court Place Advisors, LLC are advised that it remains their responsibility to promptly notify CPA if there is ever any change in their financial situation or investment objective for the purpose of reviewing, evaluating, or revising CPA’s previous recommendations and/or restrictions upon services that CPA offers. The Investment Advisory Services may be cancelled at any time, by any of the parties, for any reason upon receipt of written notice. Upon termination of an agreement, any prepaid, unearned fees will be refunded.