Since December 2000, North Shore has been registered as an investment adviser (from 2000 to 2004, North Shore operated under the name North Shore Asset Management, Inc.). Founded by its managing member and principal owner, Robert J. Schpoont, the firm seeks to help its clients grow and preserve wealth by constructing portfolios based on client conversations regarding their risk preferences, investment time horizons as well as cash availability when suitable investment opportunities arise. North Shore provides investment management and consulting services to its clients. Prior to engaging North Shore to provide any of the foregoing investment advisory services, the client is required to enter into one or more written agreements with North Shore setting forth the terms and conditions under which North Shore renders its services (collectively the “Agreement”). North Shore has $63,676,815 of assets under management as of January 19, 2024, all of which are managed on a discretionary basis. This Disclosure Brochure describes the business of North Shore. Certain sections will also describe the activities of Supervised Persons. Supervised Persons are any of North Shore’s officers, partners, directors (or other persons occupying a similar status or performing similar functions), or employees, or any other person who provides investment advice on North Shore’s behalf and is subject to North Shore’s supervision or control. Investment Management and Consulting Services Clients can engage North Shore to manage all or a portion of their assets on a discretionary basis. Clients can also engage North Shore to provide consulting services on investment-related and non- investment related matters for additional compensation, on a stand-alone basis or in conjunction with the management of their assets. The firm does not provide financial planning services. For investment management clients, North Shore primarily allocates clients’ investment management assets among individual equity securities, exchange-traded funds (“ETFs”), and mutual funds in accordance with the investment objectives of the client. As detailed in Item 8, North Shore tailors its advisory services to the individual needs of clients. North Shore consults with clients initially and on an ongoing basis to determine risk tolerance, time horizon and other factors that may impact the clients’ investment needs. North Shore constructs portfolios suitable to client investment needs, goals, objectives and risk tolerances. In addition, the firm may also provide advice about any type of pre-existing investment held in clients' portfolios,

but clients should not assume that these assets are being continuously monitored or otherwise advised on by the Firm unless specifically agreed upon. Clients are advised to promptly notify North Shore if there are changes in their financial situation or investment objectives or if they wish to impose any reasonable restrictions upon North Shore’s management services. Clients may impose reasonable restrictions or mandates on the management of Page 5 © MarketCounsel 2024 their account if, in North Shore’s sole discretion, the conditions will not materially impact the performance of a portfolio strategy or prove overly burdensome to its management efforts. North Shore also renders non-discretionary investment management services to clients relative to their individual employer-sponsored retirement plans. In so doing, the firm either directs or recommends the allocation of client assets among the various mutual fund or other assets that comprise the retirement plan. The firm is not responsible for any adjustments made by the client after any recommendations, due to factors including, but not limited to, funds added or withdrawn from the retirement plan, changed market conditions and/or changed client goals. It is the responsibility of the client to contact North Shore to review account allocations on an "as needed" basis. Only the client has the ultimate authority to implement the investment decisions in these non-discretionary accounts. The client assets are maintained at the custodian designated by the sponsor of the client’s retirement plan. In performing its consulting services, North Shore is not required to verify any information received from the client or from the client’s other professionals (e.g., attorney, accountant, etc.) and is expressly authorized to rely on such information. The firm may recommend the services of itself and/or other professionals to implement its recommendations. Clients are advised that a conflict of interest exists if North Shore recommends its own services. The client is under no obligation to act upon any of the recommendations made by North Shore under a consulting engagement or to engage the services of any such recommended professional, including the firm itself. The client retains absolute discretion over all such implementation decisions and is free to accept or reject any of North Shore’s recommendations. Clients are advised that it remains their responsibility to promptly notify North Shore if there is ever any change in their financial situation or investment objectives for the purpose of reviewing, evaluating, or revising the firm’s previous recommendations and/or services.