Firm Description Silverleafe Capital Partners, LLC was founded in 2004 by William D. Patterson. There are currently four employees including two portfolio managers, one with the Chartered Financial Analyst (CFA®) designation and one as a Certified Investment Management Analyst (CIMA®), one Investment Advisor, who holds the Certified Financial Planner designation (CFP®), one Chief Compliance Officer and Director of Operations and Client Planning, who holds the Certified Financial Planner designation (CFP®). The firm is federally registered with the SEC (Securities and Exchange Commission) as a Registered Investment Adviser. Silverleafe Capital Partners, LLC provides portfolio management and investment management to individuals, families and their related entities, trusts and estates, family businesses, charitable organizations, corporations, pension and retirement plans, and non-profit organizations. Silverleafe Capital Partners, LLC works with clients to define financial objectives and to develop strategies and portfolios for reaching those objectives, which can include: cash flow management, investment tax planning, risk exposure review, portfolio management, investment consulting, estate planning, charitable goals, business succession, and/or other issues specific to the client. Silverleafe Capital Partners, LLC’s compensation is solely from fees paid directly by clients. The firm does not receive commissions based on the client’s purchase of any financial product. No commissions in any form are accepted. No referral fees are accepted. No benefits are received from custodians/broker- dealers based on client securities transactions (“soft dollar benefits”). Assets under the direct management of Silverleafe Capital Partners, LLC are held by independent custodians, including Fidelity Investments, Charles Schwab, TD Ameritrade, or others, in the client’s name. Silverleafe Capital Partners, LLC does not act as a custodian of client assets, nor does it act as a trustee of trusts. Silverleafe Capital Partners, LLC will recommend other professionals (e.g., lawyers, accountants, insurance agents, real estate agents, etc.) at the request of the client. Other professionals are engaged directly by the client on an as-needed basis even when recommended by the adviser. If conflicts of interest exist, they will be disclosed to the client and will be managed in the best interest of the client. Principal Owners PFICO, LLC, John B. Russell, James M. Cousins, and Broc P. Kreitz are the owners of Silverleafe Capital Partners, LLC. There are no intermediate subsidiaries. Types of Advisory Services The primary type of advisory service offered by Silverleafe Capital Partners, LLC is investment supervisory services (i.e. “portfolio management”). Silverleafe Capital Partners, LLC additionally provides investment advice regarding asset allocation, risk management, security selection, due diligence, investment manager selection, lifestyle financial planning, and various portfolio reporting and consulting services. Each client is advised that it remains their responsibility to promptly notify Silverleafe Capital Partners, LLC when there is any change in their financial situation and/or financial objectives for the purpose of reviewing, evaluating, or revising previous recommendations and/or services. Portfolio Management Silverleafe Capital Partners has created specific investment portfolios to meet different client objectives. Fixed income-based portfolios are designed for stability of principal and income generation. Clients with a dual mandate of income generation and growth of principal utilize our income or growth and income portfolios. Finally, long-term growth oriented clients have access to our growth, aggressive growth, best ideas and options-based portfolios. Clients can invest in one or all of our investment portfolios, depending on their specific needs, time horizons, and overall tolerance for risk. For more information, see the Methods of Analysis section of this brochure. In providing portfolio management services for clients, Silverleafe Capital Partners, LLC utilizes access to independent custodian’s trading desks to execute block trading and average price allocations for the best interest of client trade execution. Silverleafe Capital Partners, LLC uses third party integrated software to communicate electronically and efficiently with clients’ custodians. Clients receive monthly statements from their custodians as well as frequent portfolio and performance reports from

Silverleafe Capital Partners, LLC. Investment Consulting and Financial Planning Silverleafe Capital Partners, LLC provides investment consulting services for clients who desire a professional relationship to act as a chief investment officer for the client’s family. This relationship provides continuous and regular supervisory services. Silverleafe Capital Partners, LLC acts in the client’s interest to allocate assets among other managers, funds or asset classes to meet and measure clients’ mandates. Insurance Consulting Silverleafe Capital Partners, LLC has an unaffiliated relationship with DPL Financial Partners, LLC (“DPL”). By working with DPL, Silverleafe provides insurance reviews/analyses, education, and insurance solutions in a conflict free manner. DPL is a third-party provider of a platform of insurance consultancy services to SEC-registered investment advisers (“RIAs”) that have clients with a current or future need for insurance products. DPL offers RIAs memberships to its platform for a fixed annual fee and, through its licensed insurance agents who are also registered representatives of The Leaders Group, Inc. (“The Leaders Group”), an unaffiliated SEC-registered broker-dealer and FINRA member, offers members a variety of services relating to fee-based insurance products. These services include, among others, providing members with analyses of their current methodology for evaluating client insurance needs, educating and acting as a resource to members regarding insurance products generally and specific insurance products owned by their clients or that their clients are considering purchasing, and providing members access to and product marketing support regarding fee-based products that insurers have agreed to offer to members’ clients through DPL’s platform. For providing platform services to RIAs, DPL receives service fees from the insurers that offer their fee-based products through the platform. These service fees are based on the insurance premiums received by the insurers. DPL is licensed as an insurance producer in Kentucky and other jurisdictions where required to perform the platform services. Its representatives are also licensed as insurance producers, appointed as insurance agents of the insurers offering their products through the platform, and registered representatives of The Leaders Group. Held Away Assets Silverleafe Capital Partners, LLC utilizes Pontera, a third-party platform, to facilitate management of held away assets such as defined contribution plan participant accounts, with discretion. The platform allows Silverleafe Capital Partners, LLC to avoid being considered to have custody of client funds since the Firm does not have direct access to client log-in credentials to affect trades. Silverleafe Capital Partners, LLC is not affiliated with the Pontera platform in any way and receives no compensation from them for using their platform. In order for Silverleafe Capital Partners, LLC to manage held away assets (assets not held at Fidelity, Schwab or TD Ameritrade) a link will be provided to the client allowing them to connect an account(s) to the platform. Once a client account is connected to the platform, Silverleafe Capital Partners, LLC will review the current account allocations. When deemed necessary, Silverleafe Capital Partners, LLC 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 harm account performance. Tailored Relationships At Silverleafe Capital Partners, LLC, advisory services are tailored to the individual needs of the clients. Client goals and objectives are clarified in meetings and discussions and are used to determine the course of action for each individual client. The investment policy for each client is documented in our client relationship management system and in client files, either in hard copy or electronic files. Clients can impose restrictions on investing in certain securities or types of securities. This must be done in writing and signed by the client and Silverleafe Capital Partners, LLC. Assets Under Management As of February 29, 2024, Silverleafe Capital Partners, LLC managed $403,372,774 in assets for 626 accounts or 179 client households. $373,568,089 is managed on a discretionary basis and $29,804,685 on a non- discretionary basis.