Prudeo Partners, LLC (“Prudeo” or “the Firm”) is an SEC-registered investment adviser with its principal place of business located in West Columbia, South Carolina. Prudeo began conducting business in 2000. We also have an office in Reading, PA. Listed below are the firm's principal shareholders (i.e., those individuals and/or entities controlling 25% or more of this company):  Michael Krumholz, Partner  Andrew Creswell Todd, President Prudeo has entered into an agreement with Perigon Wealth Management (“Perigon”) in which Prudeo will partner with Perigon. This relationship will expand our resources and increase ways in which Prudeo can service our clients moving forward. We feel this relationship will expand out resources and increases ways in which we can services out clients moving forward. Perigon was founded in 2004 in San Francisco and has 16 U.S. based officers with 58 advisors and over 45 support staff that support client services, operations, trading and planning. This anticipated partnership is expected to be completed by the second quarter 2024. Prudeo Partners, LLC offers the following advisory services to our clients: INVESTMENT SUPERVISORY SERVICES ("ISS") PORTFOLIO MANAGEMENT SERVICES Our firm provides continuous advice to a client regarding the investment of client funds based on the individual needs of the client. During our data-gathering process, we determine the client’s individual objectives, time horizons, risk tolerance, and liquidity needs. As appropriate, we also review and discuss a client's prior investment history, as well as family composition and background. As part of our individual Portfolio Management Services, we offer financial planning at no cost to the client. If a client elects to receive this service, we evaluate a client’s current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans. We manage these advisory accounts on a discretionary basis. Account supervision is guided by the client's stated objectives (i.e., maximum capital appreciation, growth, income, or growth and income), as well as tax considerations. Clients may impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors. As part of our Portfolio Management Services, in addition to other types of investments (see disclosures below in this section), we may invest your assets according to one or more model portfolios developed by our firm. These models are designed for investors with varying degrees of risk tolerance ranging from a more aggressive investment strategy to a more conservative investment approach. Clients whose assets are invested in model portfolios may not set restrictions on the specific holdings or allocations within the model, nor the types of securities that can be purchased in the model. Nonetheless, clients may impose restrictions on investing in certain securities or types of securities in their account. In such cases, this may prevent a client from investing in certain models that are managed by our firm. Our investment recommendations are not limited to any specific product or service offered by a broker- dealer or insurance company and will generally include advice regarding the following securities: exchange-listed securities, securities traded over the counter, corporate debt securities (other than commercial paper), municipal securities, mutual fund shares, structured products, private placements, REITs, and United States government securities. Because some types of investments involve certain additional degrees of risk, these investments will only be implemented/recommended when consistent with the client's stated investment objectives, tolerance for risk, liquidity, and suitability. PENSION CONSULTING SERVICES We also provide pension consulting services along with or separately from our other advisory services. While the primary clients for these services will be pension, profit sharing and 401(k) plans, we will offer these services, where appropriate, to individuals, trusts, estates, and charitable organizations. Pension Consulting Services are comprised of three distinct services. Clients may choose to use any or all of these services. Selection of Investment Vehicles: We assist plan sponsors in constructing appropriate asset allocation models. We will then review various mutual funds (both index and managed) to determine which investments are appropriate to implement based on the client's Investment Policy Statement (“IPS”). The number of investments to be recommended will be determined by the client, based on the IPS. Monitoring of Investment Performance: We monitor client investments continually, based on the procedures and timing intervals delineated in the Investment Policy Statement. Although our firm is not involved in any way in the purchase or sale of these investments, we supervise the client's portfolio and will make recommendations to the plan sponsor or client as market factors and the client's needs dictate. Employee Communications: For pension, profit sharing and 401(k) plan clients with individual plan participants exercising control over assets in their own account (''self-directed plans''), we may also provide quarterly educational support and investment workshops designed for the plan participants. The nature of the topics to be covered will be determined by us and the client under the guidelines established in ERISA Section 404(c). The educational support and investment workshops will NOT provide plan participants with individualized, tailored investment advice or individualized, tailored asset allocation recommendations. PARTICIPANT ACCOUNT MANAGEMENT SERVICES We use a third-party platform, called Pontera, to facilitate management of held away assets such as defined contribution plan participant accounts, on a discretionary basis. Pontera allows us to avoid being considered to have custody of client funds since we do not have direct access to client log-in credentials to affect trades.

We are not affiliated with Pontera in any way and receive no compensation from them for using their platform. A link will be provided to a client allowing them to connect an account(s) to Pontera. Once a clients account is connected, we will review the current account allocations. When deemed necessary, we will rebalance the account considering client investment goals and risk tolerance, and any change in allocations will consider current economic and market trends. The goal is to improve account performance over time, minimize loss during difficult markets, and manage internal fees that can harm account performance. A clients account will be reviewed at least annually or as needed and allocation changes will be made as we deem necessary. FINANCIAL PLANNING We offer financial planning services which typically involves providing a variety of advisory services to clients regarding the management of their financial resources based upon an analysis of their individual needs. These services can range from broad-based financial planning to consultative or single subject planning. If you retain our firm for financial planning services, we will meet with you to gather information about your financial circumstances and objectives. Financial planning is an evaluation of a client’s current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans. Through the financial planning process, all questions, information, and analysis are considered as they impact and are impacted by the entire financial and life situation of the client. Clients purchasing this service receive a written report which provides the client with a financial plan designed to assist the client to achieve his or her financial goals and objectives. In general, the financial plan can address any or all of the following areas:  PERSONAL: We review family records, budgeting, personal liability, estate information and financial goals.  TAX & CASH FLOW: We analyze the client’s income tax and spending and planning for past, current and future years; then illustrate the impact of various investments on the client's current income tax and future tax liability.  INVESTMENTS: We analyze investment alternatives and their effect on the client's portfolio.  INSURANCE: We review existing policies to ensure proper coverage for life, health, disability, long-term care, liability, home, and automobile.  RETIREMENT: We analyze current strategies and investment plans to help the client achieve his or her retirement goals.  DEATH & DISABILITY: We review the client’s cash needs at death, income needs of surviving dependents, estate planning and disability income.  ESTATE: We assist the client in assessing and developing long-term strategies, including as appropriate, living trusts, wills, review estate tax, powers of attorney, asset protection plans, nursing homes, Medicaid, and elder law. We gather client information through in-depth personal interviews. Information gathered includes the client's current financial status, tax status, future goals, returns objectives and attitudes towards risk. We carefully review documents supplied by the client, including a questionnaire completed by the client, and prepare a written report. Should the client choose to implement the recommendations contained in the plan, we suggest the client work closely with his/her attorney, accountant, insurance agent, and/or stockbroker. Implementation of the financial plan recommendations is entirely at the client's discretion. We also provide general non-securities advice on topics that may include tax and budgetary planning, estate planning, and business planning. Typically, the financial plan is presented to the client within six months of the contract date, provided that all information needed to prepare the financial plan has been promptly provided. Financial Planning recommendations are not limited to any specific product or service offered by a broker-dealer or insurance company. All recommendations are of a generic nature. Financial plans are based on your financial situation at the time we present the plan to you and on the financial information you provide to us. You must promptly notify our firm if your financial situation, goals, objectives, or needs change. You are under no obligation to act on our financial planning recommendations. Should you choose to act on any of our recommendations, you are not obligated to implement the financial plan through any of our other investment advisory services. Moreover, you may act on our recommendations by placing securities transactions with any brokerage firm. FIDUCIARY RESPONSIBILITY FOR RETIREMENT ACCOUNTS When we provide investment advice to a client regarding a retirement plan account or individual retirement account, Prudeo is a fiduciary within the meaning of Title I of the Employee Retirement Income Security Act (ERISA) and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in the best interest of the client and not put Prudeo’s interest ahead of the client’s interest. Under this special rule’s provisions, we must:  Meet a professional standard of care when making investment recommendations (give prudent advice);  Never put our financial interests ahead of the client’s financial interests when making recommendations (give loyal advice);  Avoid misleading statements about conflicts of interests, fees and investments;  Follow policies and procedures designed to ensure that Prudeo gives advice that is in the best interest of the client;  Charge no more than is reasonable for services provided; and  Give the client basic information about conflicts of interest. AMOUNT OF MANAGED ASSETS As of December 31, 2023, we actively manage $402,212,48 of client assets on a discretionary basis and $10,639,804 of client assets on a non-discretionary basis.