BroadCore Investments LP is a Delaware limited partnership that was formed in June 2011. We only have one office in Roslyn Heights, NY. We commenced business in July 2011, with Charles Jarvis, Thomas Wong, Grace Zona and Stephen Jay Mermelstein, (collectively, the “Principals") who own 100% of BroadCore Investments LP, directly and indirectly, through BroadCore Investments LLC, a Delaware Limited Liability Company, whose members are the Principals. BroadCore would like to note that Charles Jarvis has deceased in January 2018. BroadCore currently provides advisory services on a discretionary basis to the managed accounts (each, an “Account”) of a qualified pension plan and a taxable individual and plans to offer its services to other high net worth individuals, institutions, and qualified pension plans. BroadCore utilizes a proprietary market‐timing model to manage long‐only portfolios consisting of certain exchange traded funds and cash and/or cash equivalents. BroadCore manages client accounts based on specific asset classes and benchmarks. Prior to entering into an advisory agreement, BroadCore’s product investment processes, strategies, and risks are discussed with prospective clients. Once an investment product has been selected, BroadCore will manage the Client’s assets based on an allocation consistent with the Client’s risk tolerance and in compliance with its investment objectives and guidelines. BroadCore generally does not allow Clients to place restrictions on the specific securities held in their Accounts. As used herein, the term “Client” generally refers to each beneficial owner of an Account. Products Offered Large Cap Core: Objective: To seek to achieve portfolio returns (net of fees and expenses) in excess of the S&P 500 Total Return Index® (the “Large Cap Core Benchmark”) over time, by investing in certain exchange traded funds (each, an “ETF”) selected by BroadCore, in its discretion. Midcap Core: Objective: To seek to achieve portfolio returns (net of fees and expenses) in excess of the Russell Midcap® Index (the “Midcap Core Benchmark”) over time, by investing in certain ETFs selected by BroadCore, in its discretion. Small Cap Core: Objective: To seek to achieve portfolio returns (net of fees and expenses) in excess of the Russell 2000® Index (collectively with Large Cap Core Benchmark and Midcap Core Benchmark, each a “Benchmark”) over

time, by investing in certain ETFs selected by BroadCore, in its discretion. Regardless of the product selected, BroadCore will determine the strategic allocation of assets between cash (and cash equivalents) and the selected ETFs in its sole discretion. Typically, though, a Client’s Account will be invested as follows: Instrument Percentage of Account Invested* An ETF whose performance objective seeks to achieve 1X the daily return of the relevant Benchmark** 70% An ETF whose performance objective seeks to achieve 2X daily return of the relevant Benchmark** 0-30% Cash or cash equivalents (including money market funds\available in sweep accounts of the Custodian) 0-30% BroadCore will determine the amount to be invested in each of the above instruments on a daily basis and will adjust such amounts, as BroadCore deems appropriate, in light of, among other things, its perception of market conditions and transactions costs. *Percentages may change at any time, in BroadCore’ s discretion, and thus could differ from stated amounts above due, among other things, to market fluctuations. ** The specific ETFs in which the Account will be invested will be selected by BroadCore, in its sole discretion, with a view to implementing the above objective. The specific ETFs in which the Account will be invested may change at any time, in the discretion of BroadCore. In addition, BroadCore offers two hybrid products, each of which combines two of the aforementioned products. They are: SMID (Small‐Midcap Core): Invests 50% in Midcap Core and 50% in Small Cap Core. Objective: To seek to achieve portfolio returns (net of fees and expenses) in excess of the Russell 2500® Index over time, by investing in certain ETFs selected by BroadCore, in its discretion. All Cap Core: Invests 90% in Large Cap Core and 10% in Small Cap Core. Objective: To seek to achieve portfolio returns (net of fees and expenses) in excess of the Russell 3000® Index over time, by investing in certain ETFs selected by BroadCore, in its discretion. There can be no assurance that the Account will achieve its objective and the Client may lose all or part of its investment in the Account. BroadCore does not participate in wrap‐fee programs. As of December 31, 2014, Client assets under management were approximately $24,591,000.00, all of which were managed by BroadCore on a discretionary basis.