Page 4 A. Stevard LLC Stevard LLC (“Stevard” and/or “the firm”) is a Delaware limited liability corporation wholly owned by Christine J. Sibrava. Stevard has been offering investment advisory services since November 2016. B. Advisory Services Offered Family Office Stevard provides investment advisory services to high-net-worth individuals, trusts, family LLC’s and partnerships, private foundations, family businesses, and other family related enterprises. Stevard’s Family Office offerings typically include (i) financial planning, including the analysis, preparation, explanation, and periodic review of plans related to various aspects of your financial life (“Financial Plan”); (ii) investment advice, implementation and management; and (iii) such other advice, activities, and services as appropriate or requested in order to provide for the management of your personal affairs. Services may also include, at your request, counsel and assistance in obtaining life, disability, and other forms of insurance, coordination of information and documents with tax preparers, selection and oversight of estate attorneys, and help securing other professional financial services. Stevard also offers the following services through its Family Office: ▪ Accounting ▪ Insurance Review ▪ Asset Aggregations & Reporting ▪ Philanthropic Planning ▪ Budgeting ▪ Real Estate Management ▪ Cash Management ▪ Tax Compliance, Reporting & Preparation ▪ Estate Planning ▪ Property Management ▪ Financial Education After understanding your situation and objectives, Stevard strives to provide thoughtful advice and recommendations. Upon mutual agreement of the plan, we expect that we will work together to execute that plan. Stevard aids with the establishment of a detailed investment policy, including determining investment goals and risk tolerance, establishing asset allocation parameters, and cash flow and liquidity requirements, and setting reasonable expectations for investment returns. Stevard creates a multi-asset class investment portfolio as part of a comprehensive wealth management strategy, primarily by recommending investments that best fits the client’s goals and priorities with independent investment managers and/or independently

managed investment products. Stevard monitors each of the recommended investments, including each investment’s asset class and exposure, and periodically recommends rebalancing and new investments as your Page 5 circumstances change and/or market events dictate. Stevard works with trustees, other professional staff and the client to design custom performance measurement systems that accomplish performance reporting, portfolio evaluation, and investment administration. We understand that investing resides within a holistic wealth management strategy and a broader family context that is informed by family values, tax, spending, investment experience, risk management and opportunity. These values inform our work. In addition to providing Stevard with information regarding personal financial circumstances, investment objectives and tolerance for risk, the client has the right to provide the firm with any reasonable investment restrictions that should be imposed on the management of the portfolio, and should promptly notify the firm in writing of any changes in such restrictions or in the client's personal financial circumstances, investment objectives, goals and tolerance for risk. Stevard will remind clients of their obligation to inform the firm of any such changes or any restrictions that should be imposed on the management of the client’s account. Stevard also contacts clients at least annually to determine whether there have been any changes in their personal financial circumstances, investment objectives and tolerance for risk. C. Client-Tailored Services and Client-Imposed Restrictions The client’s account is managed on the basis of the personal financial situation and investment objectives and in accordance with any reasonable restrictions imposed by the client on the management of the account—for example, restricting the type or amount of security to be purchased in the portfolio. D. Wrap Fee Programs Stevard does not participate in wrap fee programs. (Wrap fee programs offer services for one all-inclusive fee.) E. Client Assets Under Management As of December 31, 2023, Stevard managed $130,588,368 in discretionary assets and $0 in non- discretionary assets. Item 5: Fees and Compensation