Ownership SouthernSun Asset Management, LLC (“SouthernSun” or the “Firm”) was founded in 1989 by Michael W. Cook and is located in Memphis, Tennessee. SouthernSun is wholly owned by its employees, directly or indirectly, with Michael W. Cook and Phillip W. Cook each owning >25% of the firm’s equity. Advisory Services SouthernSun provides investment advisory services for our clients using a proprietary investment research process based on fundamental analysis. We invest primarily by taking long positions in the equity securities of companies that we believe meet our research criteria. SouthernSun primarily focuses its investments in companies that are in the small capitalization to small-to-mid (“SMID”) capitalization range of the equity markets. Our Small Cap Strategy and SMID Cap Strategy consist primarily of companies based in the United States. Subject to the approval of SouthernSun, clients are permitted to implement client-specific investment guidelines and restrictions on accounts that SouthernSun manages that may differ from SouthernSun’s standard investment strategy guidelines. Prior to the execution of the client agreement, we may review and refine the requested investment guidelines and restrictions in order to meet the client’s needs while also providing us with sufficient discretion to properly invest the client’s assets in a manner consistent with our process and philosophy. Types of restrictions include, but are not limited to, specific holdings, cash minimums/maximums, and/or industry concentration maximums/minimums. In some instances, certain investment restrictions imposed by a client may increase the client account’s concentration in certain sectors, securities, or cash instruments, for periods of time, especially in comparison to other client accounts that follow a similar investment strategy with limited or no investment restrictions. Further, this could lead to significant performance dispersion between such client accounts. Wrap Fee Programs SouthernSun provides portfolio management services to certain clients by participating in wrap fee programs sponsored by unaffiliated broker-dealers or investment advisers (the sponsors). The wrap program sponsors are responsible for determining suitability and recommending SouthernSun as an investment adviser, monitoring and evaluating performance, providing any client statements, executing portfolio transactions without commission charge, providing custodial services for the client's assets, and/or providing any combination of these or other services, all for a

single fee paid by the client to the broker- dealer. SouthernSun receives a portion of the fee for providing portfolio management services to the clients participating in the wrap fee programs. When trading on behalf of wrap fee accounts, SouthernSun seeks best execution; however, trades for wrap fee program accounts are typically directed to the wrap fee program sponsor (or its designated broker- dealer). In such situations, SouthernSun will typically trade a wrap fee program’s accounts separately from other accounts being managed within the same strategy. As described in “Item 12- Brokerage Practices,” while directed brokerage is designed to benefit the wrap fee program account through lower trading costs, there will likely be some circumstances where directed trades do not receive as favorable of a price, or where dividing the trade into separate components will inhibit SouthernSun’s ability to obtain the same level of or as timely an execution as it may otherwise have been able to obtain if it had been able to execute the entire trade with one broker-dealer. Trading limitations with these types of accounts make trading away from the sponsor difficult. To the extent that SouthernSun trades away from the sponsor by placing trades with a different brokerage firm, the client will typically incur the costs associated with this trading, in addition to the wrap fees normally payable. Clients who enroll in these programs should satisfy for themselves that the sponsor is able to seek best execution of transactions. Accounts that SouthernSun manages through wrap fee programs are generally managed in the same manner as other accounts received from other sources. Unified Managed Account (“UMA”) Portfolios SouthernSun provides model portfolios to the sponsors of multi-manager, multi-discipline investment products and diversified manager allocation products. In these instances, SouthernSun does not have discretionary investment authority over individual security portfolios. Another manager, typically the program sponsor or its affiliate, is the discretionary investment manager and is responsible for monitoring the individual needs of the client. Typically, SouthernSun provides a static model to such managers and updates this model only when actual target weighting changes occur. In limited instances, SouthernSun provides additional trading information to certain UMA managers based on contractual obligations and/or the sophistication and capabilities of the UMA manager’s methodology for receiving such information. AUM As of 12/31/2023, the total discretionary assets under management by SouthernSun were $906,408,000.