Who We Are LongView Asset Management LLC (referred to as “we,” “our,” “us,” or “LongView”), has been registered as an investment advisor since 2002. Our firm is owned and operated by David A. Cantor, Principal and Chief Compliance Officer and Harlan Flint, Principal. Mr. Cantor’s ownership is held through Raven’sWing Asset Management, Inc. Mr. Flint’s ownership is held through Sightline Ltd. LongView’s Investment Philosophy: Service, Stewardship And Sustainability We see ourselves as stewards of your investment portfolio with responsibility for implementing an investment approach that is coherent, prudent and opportunistic. Understanding our client is the first step in our process and before beginning to invest we make sure we have grasped your goals, your key concerns and your financial situation. Client service is at the top of our agenda, with clear communication and frequent interaction high priorities. In depth reporting is an essential aspect of our service. Finally, execution of our investment philosophy is the heart of our effort. Our goal is to generate competitive long- term returns while paying close attention to risk. Our success in this endeavor and our principal strengths as advisors reside in two main areas. The first is thorough analysis of macro-economic and market trends and the careful positioning of portfolios to reflect these realities. The second is the process by which we select the mutual funds, exchange-traded funds and other securities that make up our portfolios. Our selection process in our opinion is diligent and exhaustive and the fund managers we use are leaders in the investment business. LongView has over a decade of experience managing sustainable portfolios for the growing number of clients who wish to contribute to positive change through their investments. We believe it is crucial to consider the effect of our investments on the world we leave to the next generation. We want to engage with companies and technologies that support rather than exploit humanity. As ESG (economic, social, governance) screening and socially-responsible investing (SRI) have evolved, an ever-wider array of funds covering most asset classes is available to investors. Active Portfolio Management LongView acts as a fully discretionary manager of client portfolios. Our style of management involves identifying long-term economic and market trends and then positioning

our portfolios to benefit from them. We will make deliberate shifts in asset and sector weightings as changing fundamentals reveal opportunity or dictate different investment tactics. We pay close attention to portfolio turnover with a view to keeping transaction costs to a necessary minimum. We make it a priority to understand each client as an individual and to clearly define their investment goals as well as a client's tolerance for risk. This may involve discussions surrounding a person’s estate planning, philanthropic and retirement objectives or a nonprofit’s investment policy, strategic plan and funding assumptions. An investment portfolio is then tailored to reflect the client’s unique circumstances. For portfolios managed on a discretionary basis, the client may not place restrictions on the management of the account. LongView ESG Direct LongView offers an automated investment program (LongView ESG Direct) through which clients are invested in a range of investment strategies we have constructed and manage, each consisting of a portfolio of exchange-traded funds (“ETFs”), mutual funds, and a cash allocation. This program is generally only available to clients who do not meet the minimum portfolio value mentioned in Item 7, below. Disclosures related to this service are provided in a separate Part 2A. Retirement Plan Services LongView provides retirement plan consulting services that are intended to assist clients in understanding the scope of their fiduciary duties and responsibilities, guide them in the development of prudent practices and procedures to enable them to discharge their duties and responsibilities, and document their actions and decisions. We offer our plan advisor services on a non-discretionary basis as defined in § 3(38) and § 3(21) of the Employee Retirement Income Security Act of 1974 (ERISA). We will also serve as investment manager for plan accounts on a nondiscretionary basis. Disclosure for these services is provided in a separate Part 2A. Assets Under Management As of December 31, 2023, our assets under management, on a discretionary basis for the whole firm, were $292.6 million. Included in these are our assets under management for Wealth Management Services of $290.4 million and $2.2 million that was enrolled in LongView ESG Direct. In addition, LongView had $12.2 million in assets under advisement in retirement plans.