DT Investment Partners, LLC (hereinafter, “DTIP”, “Advisor” or the “Firm”) offers the following services as part of its advisory business: 1. Investment Advisory Services: At December 31, 2023, the firm had $1,352,693,704 in discretionary assets under management. The Firm also had non-discretionary assets under management of $165,286,878 and total assets under management of $1,517,980,582. Further, the Firm had total assets under advisement of $2,028,029,502 DTIP is an investment advisor registered with the Securities and Exchange Commission. As such, DTIP is subject to a fiduciary standard of care. Simply stated, investment recommendations by DTIP must be in the best interest of its clients and client’s interests always take precedence to those of DTIP. Investment Advisory Services DT Investment Partners, LLC is a limited liability company formed under the laws of the State of Delaware. The Firm applied for registration with the Securities and Exchange Commission as an investment adviser in April 2011. The principal owners of the Firm are Jonathan Smith, Andrew Zimmerman, and John Blair. DTIP offers advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other organizations on a discretionary and non-discretionary basis. DTIP may act as subadvisor for other Registered Investment Advisors. The Firm also offers certain independent investment consulting services, primarily to high net worth clients, providing a forensic investment analysis that delivers independent analytics in four main areas:  A review of all fees currently incurred including advisory fees, manager fees, security fees and commissions;  An asset allocation review that assesses whether the portfolio allocation has been efficient regarding the return for a given level of risk;  An assessment of whether securities/managers are used in an attempt to outperform the market;  Performance analysis identifying true net of fee performance by other managers and their appropriate use of benchmarks in determining their performance.  The Firm also offers several ongoing services to consulting clients to maximize their holistic investment solutions. Services include:  Comprehensive financial planning;  In-depth quarterly performance reviews of all accounts and managers;  Consultation on investment strategy decisions and money manager selection;  Screening and monitoring of low cost basis portfolios to avoid management fees when no real management is utilized;  Offering an account aggregator that gives clients the ability to understand and manage their spending and budgeting with a single secure tool;  Due diligence and monitoring of alternative investments such as hedge funds and private equity investments. Investment Policy Statement and Restrictions DTIP assists advisory clients in developing

an appropriate Investment Policy Statement for assets under discretionary authority of the Firm. The Policy is based on the client’s investment goals and objectives and risk tolerances. The Firm provides coordination and administration of appropriate accounts and related asset transfers. The Investment Policy for each client receives customized implementation which includes active tax and cost efficient portfolio management. The client may impose modest restrictions regarding investment in certain securities. The Firm provides continuous monitoring and management of the investment vehicles chosen to implement portfolio strategies. As necessary, client portfolios are rebalanced or policies and strategies are modified if circumstances or client objectives dictate. In addition to statements received from qualified custodians, clients may receive quarterly detailed written reports from DTIP with respect to their investment portfolio. As requested, clients may receive preliminary tax information (e.g. realized and unrealized gains/losses, interest and dividends received) to facilitate tax planning. Prior to engaging DTIP to provide investment advisory services, the client will be required to enter into an Investment Advisory Agreement with DTIP setting forth the terms and conditions of the engagement, describing the scope of the services to be provided, and the portion of the fee, if any, that is due from the client prior to DTIP commencing services. A client may terminate its investment advisory agreement upon written or verbal notice to DTIP and is effective upon receipt. Upon termination, fees paid in advance will be prorated and any unearned portion thereof will be returned to the client. The refund will be calculated based on the number of days remaining in the billing period after the date of termination. Fees paid in arrears will be pro-rated and any earned portion thereof will be due to DTIP. The fee will be calculated based on the number of days during the billing period that the account was managed before the date of termination. Advisor will assist clients with appointment of a qualified custodian to hold client funds and securities. Advisor shall never hold client funds or securities and shall be deemed to have custody solely because of its authority to deduct fees. Advisory recommendations are based on the client’s financial situation at the time the services are provided and are based on financial information disclosed by the client to Advisor. Clients are advised that certain assumptions may be made with respect to interest and inflation rates and the use of past trends and performance of the market and economy. Past performance is in no way an indication of future performance. Further, clients are advised that asset allocation does not assure profit or protect against loss in declining markets. As the client’s financial situation, goals, objectives or needs change, the client must notify DTIP promptly. .