General Greenwood Family Advisors LLC (GFA) is a limited liability company duly organized under the laws of the State of Florida on June 04, 2019. GFA’s members are Carlos Anllo II (CRD No. 4602442) and Nicolás Suárez-Inclán (CRD 5134487). GFA is a family office catering to high-net-worth international clients. We offer the following services: Investment Advisory Services GFA provides investment advisory services in accordance with each client or family’s investment objectives. Investment recommendations include investments in various kinds of assets and securities in a variety of markets that are intended to fit within the client’s objectives, asset allocation target, and risk tolerance as described by each client. GFA provides ongoing portfolio management and supervisory services based on the client’s goals and objectives, income requirements, time horizon, and risk tolerance. GFA evaluates the client’s portfolio including investigating, analyzing, structuring, and negotiating potential investments, monitoring the performance of investments, and advising clients as to the disposition of investment opportunities with respect to their investment profile, risk tolerance levels and time horizon. Portfolios may focus on investments in specified and limited kinds of assets and securities, in limited markets, or they may be broad-based across many asset classes and markets. Clients may impose reasonable restrictions on the management of their accounts, including by restricting particular securities or types of investments. Clients should be aware that performance of restricted accounts may differ from performance of accounts without such impediments, possibly producing lower overall results. We offer our clients the following services and financial advice including:  Supervisory oversight of the client's investment portfolios held at various financial institutions and managed by the client’s financial advisors, brokers, private bankers, or portfolio managers (collectively “Financial Intermediaries”);  Communicating to the Financial Intermediaries the Client’s objectives and any Client imposed constraints or limitations;  Negotiating agreements, commissions, fees, and volume discounts, as applicable, between the Client and the Financial Intermediaries and custodian(s);  Sourcing and providing due diligence on investment opportunities;  Participating in meetings with family members

and providing educational training to family members and next generation  Consolidated Reporting  Cash flow reporting; capital sufficiency analysis related to the acquisition and financing of lifestyle assets, artwork, real estate;  Development of an Investment Policy Statement; P a g e | 5  Coordinating with the clients’ philanthropy advisors regarding funding strategies to achieve philanthropic goals.  Reviewing existing Financial Intermediary and service provider arrangements and if appropriate, identifying new Financial Intermediaries or service providers. GFA may also refer clients to other financial services companies, including banks, broker-dealers, trust companies, and other financial institutions or third-party service providers (e.g., lawyers, accountants, insurance agents, etc.). We do this as a courtesy to the client and receive no compensation from any banks, broker-dealers, trust companies, financial institutions, or third-party service providers. GFA strongly recommends clients to perform their own due diligence on any such financial institution or service provider prior to engaging them or establishing a relationship with them. GFA does not assume any responsibility for the products and services offered by said institutions. Conflicts of interest related to recommendations of other professionals will be disclosed to the client in the event they should occur. Estate Planning Services If required, GFA will conduct an initial estate planning assessment and refer the client to third party service providers, including lawyers and estate planning professionals, for the implementation of the plan. The Client may use any service provider for Estate Planning services. GFA may charge a fee for the initial assessment and an ongoing fee over the cost structure of the trust. Such fees are negotiated individually with each client and incorporated into the Investment Advisory Agreement, or a separate document. Other Services GFA may provide additional services to address the needs of our high-net-worth clients. The scope of services and additional fees are negotiated individually with each client and incorporated into the Investment Advisory Agreement, or a separate document. Assets Under Management GFA has approximately $227,631,159 in assets under management as of December 31st, 2022, all in a non-discretionary basis. We also have assets under advisement totaling approximately $91,919,885.