A. LGL Partners, LLC (“LGL” or the “Firm”) is a multi-family office providing thoughtful investment management and family office services to preserve and grow wealth – and make life easier – for its clients. It is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”) and has been in business since June 2010. LGL is 100% owned by FWM Holdings, Inc. In February 2021, 100% of the equity interests in FWM Holdings, Inc. was acquired by Stanhope Capital (Switzerland) SA, a Swiss societe anonyme and a wholly owned subsidiary of Stanhope Capital Group SA, a Swiss societe anonyme. A. Advisory Services Offered. LGL provides investment management, financial planning and consulting services. Prior to engaging LGL to provide any of the foregoing services, a client is required to enter into one or more written agreements with LGL setting forth the terms and conditions under which LGL renders its services. Investment Management Services Clients can engage LGL to manage all or a portion of their assets on a discretionary or a non-discretionary basis. LGL primarily allocates clients’ investment assets among mutual funds, exchange traded funds (“ETFs”), third-party managers, and alternative investments in accordance with the investment objectives of the client. The Firm may also provide advice and oversight with regard to legacy positions or concentrated stock positions otherwise held in its clients’ portfolios. As mentioned above, LGL recommends that certain clients invest a portion of their assets with unaffiliated, third-party managers who may have more expertise and be able to more efficiently invest the client in certain sectors than LGL would be able to do directly. The terms and conditions under which the client engages the third-party manager are set forth in a separate, written agreement between LGL and the third-party manager or directly between the client and the third-party manager. Certain of the alternative investments recommended by LGL, which may include debt, equity and/or pooled investment vehicles, exist in the form of private placement securities. Accordingly, LGL limits the recommendation of these investments to clients that are deemed to be “accredited investors”, as defined under Rule 501 of the Securities Act of 1933, as amended (the “Securities Act”). LGL may also render

non-discretionary investment management services to clients relative to variable life/annuity products that they may own, their individual employer- sponsored retirement plans, and/or 529 plans or other products that may not be held by the client’s primary custodian. Financial Planning and Consulting Services LGL provides clients with a broad range of comprehensive financial planning and consulting services. These services are tailored based on the individual needs of the client. LGL may recommend the services of itself, affiliated entities or other unaffiliated professionals to implement its recommendations. Clients are advised that a conflict of interest exists if LGL recommends its own services or those of an affiliate. The client is under no obligation to act upon any of the recommendations made by LGL under a financial planning or consulting engagement or to engage the services of any such recommended professional, including LGL itself. The client retains absolute discretion over all such implementation decisions and is free to accept or reject any of LGL’s recommendations. B. Tailored Services. LGL tailors its advisory services to the individual needs of clients. LGL consults with clients initially and on an ongoing basis and may develop an investment policy statement which determines risk tolerance, time horizon and other factors that may impact the clients’ investment needs. LGL ensures that clients’ investments are suitable for their investment needs, goals, objectives and risk tolerance. Clients are advised to promptly notify LGL if there are changes in their financial situation or investment objectives or if they wish to impose any reasonable restrictions upon LGL’s management services. Client may impose reasonable restrictions or mandates on the management of their account(s) (e.g. require that a portion of their assets be invested in socially responsible funds) if, in LGL’S sole discretion, the conditions will not materially impact the performance of a portfolio strategy or prove overly burdensome. C. Wrap Fee Programs. LGL does not participate in wrap fee programs. D. Assets Under Management. As of December 31, 2023, LGL had Regulatory Assets Under Management of $1,203,210,000 which included $615,798,000 on a discretionary basis and $587,412,000 on a non-discretionary basis.