Abundance is a full-service, SEC registered investment advisor, located in State College, PA, and formed in 2001 by Richard DeFluri, who is the principal of the firm. Abundance provides private wealth management services in a family office setting to its clients on an ongoing basis. The firm holistically manages client wealth, handling and coordinating all aspects of a client’s financial life, and considering the tax, estate, and asset protection implications, in addition to other life factors. Abundance not only considers these factors when managing investments, but also provides advice on risk management, personal cash flow, estate, tax, asset protection, retirement, business planning, and other topics in which we are competent. Abundance manages client investment accounts on a discretionary basis. A discretionary basis means Abundance will have the ability to invest and reinvest the client’s assets by their investment objectives without consultation with the client before making a change in the portfolio. Abundance will also provide ancillary services to clients and their families in areas such as estate administration, asset distribution, loan & trust administration, and private banking services. Additionally, Abundance will provide advice on, and/or offer to clients, investment opportunities in private investment offerings where appropriate for the client and consistent with the client’s goals and objectives. Retirement Plans Abundance also implements and advises on the investments of retirement plans for both organizations and individuals. Abundance can act in a fiduciary or a non-fiduciary capacity when providing services to retirement plans, can manage the investment of the assets on a discretionary or non-discretionary basis, can provide advice on investment choices when not managing the investment, and can provide both participant

and plan-level services and advice. Foundation Premium Income Fund, LP, and Foundation Green Income Fund, LP Abundance is a joint owner of Foundation Premium Income GP, LLC and Foundation Green Income Fund GP, LLC which act as the general partners for pooled investment vehicles, Foundation Premium Income Fund, LP and Foundation Green Income Fund, LP (the “Fund”, collectively “Funds”). The Foundation Premium Income Fund, LP investment program involves selling option contracts on fundamentally evaluated individual securities and attempts to hedge risks. The Foundation Green Income Fund, LP investment program’s objective is to invest in companies that focused on environmentally sustainable practices. 5 of 23 Clients may be invited to invest in private placements, but only if it is appropriate for the client. Investments in the Funds will be made on a non-discretionary basis only. Foundation Premium Income GP, LLC and Foundation Green Income Fund GP, LLC both charge a management fee to the Fund (please see Item 5 for details). The assets in the Funds are managed in accordance with the Fund’s respective offering documents. Clients invested in the Funds should carefully consult the Funds’ governing documents for information related to the Fund’s investment program and risks. Abundance requires a minimum client balance of $1 Million in assets under management. This requirement may be waived upon review of the client’s circumstances and relationship to Abundance or its clients. Abundance also maintains the ability to waive or negotiate fees with clients at the sole discretion of Abundance. As of December 31, 2023, Abundance actively managed $1,185,413,613 billion of client assets on a discretionary basis across 1,638 accounts including Foundation Premium Income Fund, LP, and Foundation Green Income Fund, LP.