Edgewood Management LLC (“Edgewood”), originally founded in 1974 as a family office providing portfolio management services, offers investment advisory services to institutional clients, individuals, high net worth clients, registered investment companies, and pooled investment vehicles through separately managed accounts. Edgewood Management Company I, Inc. is the principal shareholder owning 25% or more of the firm with Alan Breed owning 25% or more of Edgewood Management Company I, Inc. As of December 31, 2023, Edgewood’s discretionary assets under management totaled $35,717,000,000. Edgewood primarily manages large capitalization growth equity portfolios (“Large Cap Growth”) for various types of clients. Portfolios primarily consist of the stock of approximately twenty-two (22) publicly traded companies. To the extent that Edgewood invests in any foreign companies, such investments will generally be made through the purchase of sponsored American Depository Receipts (“ADR”). At its discretion, Edgewood can also invest in companies considered to be small or medium-capitalized companies. Clients can impose reasonable restrictions on investing in certain securities or certain types of securities. Edgewood’s growth equity portfolios are considered to have limited diversification. All investments are subject to market risk, including the risk of loss of principal. Non-diversified portfolios are subject to further risk that the poor performance of one or more of the companies within such portfolio could have a greater impact than if the portfolio had a broader range of investments. Please see additional information about “principal risks” in Item 8 of this document. Edgewood currently provides investment advisory services to separately managed accounts and as sub-adviser to JP Morgan Private Client Services, Cerity Partners LLC, Morgan Stanley LLC, Wells Fargo Bank, PNC Bank, CIBC Bank USA, Truist, First Republic Investment Management, Callan Family Office, LLC,

and Cresset Asset Management, LLC. Edgewood also provides investment advisory services as investment manager to sponsored wrap-fee programs including the programs sponsored by Raymond James, R.W. Baird and J.P. Morgan Securities LLC. Edgewood receives a fee from the sponsor for the investment services it provides to these wrap-fee programs. Refer to Item 12 for a discussion of the trading allocation differences of the wrap-fee program practices with other Edgewood client accounts. Edgewood provides investment advisory services to various funds including the Edgewood Growth Fund, Edgewood L Select – US Select Growth, OFI Lux, Thesis Unit Investment Trust and EDM International. In addition, Edgewood offers advice to certain legacy accounts with respect to private fund investments including private venture capital funds. Edgewood can also invest eligible accounts in Initial Public Offerings (“IPOs”). Refer to Item 16 for a discussion of investments in IPOs. For certain clients, and particularly but not exclusively for high net worth individuals with which Edgewood has had relationships of substantial length, Edgewood provides a balanced strategy covering a broader range of securities, including investments in fixed income investments (bonds) and private partnerships. Edgewood’s investment and client service personnel are available to regularly meet with clients as necessary to discuss portfolio risk and client portfolio mandates to ensure Edgewood’s investment management services are consistent with the client’s goals and risk tolerance. Edgewood’s non- diversified Large Cap Growth strategy is not necessarily appropriate as a complete diversification tool and is not designed to provide diversification to clients. Clients can seek other investment advice regarding portfolio diversification. Edgewood will comply with client’s specific investment guidelines and reasonable restrictions as long as the investment guidelines and restrictions are provided to Edgewood in writing.