A. Description of our Advisory Firm FHN Financial Main Street Advisors, LLC (“FHN Main Street”) is a limited liability company formed in the State of Nevada which was founded in 2004 by Rick Phillips (President and Chief Investment Officer) and Tonya Dazzio (Chief Operating and Compliance Officer). The firm was acquired by First Tennessee Bank National Association on February 1, 2012; and the name was changed from Main Street Capital Advisors, LLC to FHN Financial Main Street Advisors, LLC, with Rick Phillips and Tonya Dazzio remaining in their respective positions. FHN Main Street is a registered investment advisor with the Securities and Exchange Commission, with its chief business of providing discretionary and non-discretionary investment management/advisory services to municipalities. FHN Main Street’s principal place of business is located in Las Vegas, Nevada. FHN Main Street is a wholly owned subsidiary of First Horizon Bank, which in turn is wholly owned by First Horizon National Corporation (FHN), a publicly listed bank holding company. B. Types of Advisory Services 1. Fixed Income Portfolio Management: FHN Main Street offers investment advisory services to U.S. local government entities and municipalities through fixed income portfolio management. These services are provided on either a discretionary or non-discretionary basis, depending on each client’s needs and requirements and subject to the written investment policies provided by each client. The clients’ investment polices along with state laws and any other information relating to the clients’ overall investment requirements are used by FHN Main Street to determine the appropriate portfolio asset allocation for each client. FHN Main Street does not assume any responsibility for the accuracy of the information provided by a client and is not obligated to verify any information received from a client. Under all circumstances, clients are responsible for promptly notifying FHN Main Street in writing of any material changes to the clients’ investment policy. In the event that a client notifies FHN Main Street of changes, FHN Main Street will review such changes and implement any necessary revisions to the client’s portfolio. FHN Main Street primarily invests in fixed income securities such as U.S. Treasuries, federal agency securities, corporate securities, certificates of deposit, municipal bonds, mortgage-backed securities, asset-backed securities, and money market securities (i.e. commercial paper, and repurchase agreements). Please refer to Item

8 for additional information on our method of analysis, investment strategies, and their associated risks. 2. Consulting Services: FHN Main Street also provides investment related consulting services to clients. Consulting services may include the following:
• Review of cash management procedures.
• Review of investment portfolio(s) and investment policies.
• Review of organization structure and functions regarding the investment activities.
• Review of investment compliance with applicable state and investment policies and guidelines.
• Investment risk analysis.
• Planning future investment planning strategies and implementation analysis and recommendations.
• Broker/Dealer selection assistance.
• Request for proposal (RFP) creation and implementation.
• Banking institution selection assistance. C. Tailoring Advisory Services and Client Imposed Restrictions We offer individualized investment advice to all clients based on their unique investment plan pursuant to their investment policy statement. At the beginning of each relationship, FHN Main Street will gather the clients’ investment objectives, time horizons, risk tolerances, liquidity needs, and any investment restrictions that are used to construct a client’s specific plan. Each client enters into a written agreement with FHN Main Street. The client is responsible for informing FHN Main Street of any changes to their investment objectives and/or restrictions. FHN Main Street does not assume any responsibility for the accuracy of the information provided by the client. FHN Main Street generally manages clients’ advisory accounts on a discretionary basis, but will manage a client’s account on a non-discretionary basis, if requested by the client. Please refer to item 16 for further information on discretionary authority of client accounts. Clients will retain individual ownership of all securities at all times through their selected custodian. D. Participation in Wrap Fee Programs A wrap fee program is an investment program where the investor pays one stated fee that includes management fees, transaction costs, fund expenses and any other administrative fees. FHN Main Street does not participate in any wrap fee programs. E. Assets Under Management As of December 31, 2022, our total assets under management were: Discretionary AUM $18,616,910,000 Non-Discretionary AUM $2,879,050,000 Total AUM $21,495,960,000 Consulting Assets $64,749,810,000 Total AUM and Consulting Assets $86,245,770,000