Firm Description Harpswell Capital Advisors, LLC (“Harpswell Advisors”), a Delaware limited liability company, was formed in August 2013. Harpswell Advisors was created with guiding principles that we believe significantly differentiate us from our competitors. In addition to embracing a competitive performance focused approach to investing, Harpswell Advisors makes every effort to reaffirm its commitment of being fully aligned with its investors. Harpswell’s initial focus centered around Maine institutions and families where we could have the greatest impact. As we continue to grow, we have expanded our geographic focus as we found the differentiating factors that distinguished us in Maine set us apart elsewhere. In an effort to maximize our effectiveness and efficiencies, Harpswell does exercise discretion with respect to partnering only with those families and institutions where we feel the fit is best and our team can have the most impact. Harpswell Advisors was created as a vehicle for foundations, endowments, institutions, and families to invest through an endowment style investment strategy. Harpswell Advisors invests directly in fixed income securities, mutual funds and derivatives as well as some private fund investments, which may include private equity and hedge funds. We allocate assets to outside managers where we see benefits associated with their specialization, economics and differentiated strategies and believe they will help our clients meet their investment goals. Principal Owner John P. Moore is the principal owner of Harpswell Advisors. Types of Advisory Services Harpswell Advisors provides

general investment supervisory services for portfolios which include equity, fixed income, and real asset investment funds, as well as bonds. Harpswell Advisors also provides investment consulting and advisory services for some clients. The firm allocates a majority of investments to outside managers. Harpswell Advisors offers the following services to clients: investment management services; portfolio consulting services; investment policy analysis, review and guidance; request-for-proposal (RFP)-management services; family office or endowment office formation; and investment committee advocacy. The firm engages in no business or profession other than investment management and consulting services connected therewith. Tailored Relationships The firm focuses on constructing an effective portfolio for each client that is tied to each endowment, institution or family’s investment goals, risk tolerances, objectives, time horizons and specific investment requirements. Portfolio rebalancing is generally to be performed periodically and intra-quarter reallocations may also be made when allocation limits are hit or in response to market conditions and forecasts. In most instances we expect that the client grant of discretionary authority will not be subject to specific investment limitations, although the firm may agree to specific investment restrictions (such as restricted securities, sectors or asset classes) on a case- by-case basis. Assets Under Discretionary and Non-Discretionary Management As of December 31, 2023, Harpswell Advisors’ discretionary clients’ assets under management were $446,184,778 (rounded to the nearest thousand).