Campbell Newman Asset Management, Inc. (“CN”) is an investment adviser registered with the U.S. Securities & Exchange Commission (“SEC”). CN provides professional portfolio management services to institutional clients including pension and profit sharing plans, charitable organizations, corporations and government entities, as well as high net worth and other individuals, including those managed through wrap programs. CN became registered as an investment adviser in August 1972. Registration does not imply a certain level of skill or training. CN’s principal owner is Mary C. Brown, President and Portfolio Manager/Analyst, while Rimas M. Milaitis, Director of Research and Portfolio Manager/Analyst, Robin J. Harrison, Chief Compliance Officer and Operations Manager, John C. Bonnell, Director of Business Development and Jennifer L. DeCloux, Senior Trading and Operations Specialist, have non- controlling ownership interests. Investment Management Services CN provides discretionary investment management services on a supervisory basis based on the individual needs and objectives of each client. CN will manage a client account in accordance with the client’s Investment Management Agreement (“IMA”) and any reasonable investment restrictions. CN offers equity investment management services in the following investment strategies: Large Cap Dividend Growth, Small Cap Growth and Large Cap Growth. Securities included in the Large Cap Dividend Growth and Large Cap Growth strategies are generally stocks with market capitalization between $50 billion and $2 trillion and average daily trading volume of greater than 200,000 shares. Securities included in the Small Cap Growth strategy are generally stocks with market capitalizations between $200 million and $7 billion. CN also provides investment management services following

a balanced approach to legacy client accounts. The balanced approach, which includes stocks and fixed income investments, is not currently offered to new clients. CN considers the client’s financial situation, objectives, goals and investment restrictions in managing these accounts. It is the client’s responsibility to provide CN updated information in a timely manner as the client’s circumstances change. Fixed income investments include fixed income mutual funds and exchange-traded funds, corporate bonds and government securities. A client can request that CN include certain securities and investment products not managed by CN in the account; however, these investments will be designated as unsupervised and excluded from assets under management. A portion of client accounts can be held in cash or cash equivalents, including money market mutual funds. CN provides investment management services to clients in wrap fee programs sponsored by a bank or broker-dealer (“wrap program sponsor”). There is no difference in CN’s investment management strategy or philosophy between wrap fee accounts and its other clients. In a wrap fee program, the wrap program sponsor charges its clients a bundled fee for an array of investment services, such as brokerage, advisory, research, custody and management services. CN receives a portion of the bundled fee for its investment management services. Clients participating in the wrap fee program are generally invoiced directly by the wrap program sponsor. CN has entered into agreements with other investment advisers (“Model Platform Accounts”) to provide its investment models to these other investment advisers in exchange for an investment management fee. Assets Under Management As of December 31, 2023, CN had assets under discretionary management of $1,227,639,648.