Advisory Business FIRM INFORMATION Virtus Family Office, LLC (“Virtus,” “we,” “us,” “our”), a Texas Limited Liability Company formed in July 2018, is a registered investment advisory firm located in El Paso, Texas. We are registered through and regulated by the United States Securities and Exchange Commission (“SEC”). We provide investment advisory services primarily to high net worth individuals, ultra-high net worth individuals, corporations, charitable organizations and estates, pooled investment vechicles and other business entities. PRINCIPAL OWNERS Virtus is owned and controlled by Skylight Capital Partners LLC (29%), CJMM Investments, LLC (29%), and Consultoria y Asesoria Fundamental, S.A.S (29%). Angelica Peralta is the Chief Compliance Officer. INVESTMENT ADVISORY SERVICES Asset Management Services: We provide asset management services in which investment advisers manage your accounts on either a discretionary or non-discretionary basis. Our services provide additional investment opportunities among stocks, bonds, exchange-traded funds (ETFs), Real Estate Investment Trusts (REITs), and other securities. Our asset management services involve providing you with the continuous and ongoing supervision of your custodial accounts. Financial Planning and Consulting Services: We provide financial planning services that find ways to help you understand your overall financial situation and help you set financial objectives. We accomplish this by helping you review your financial goals, tax planning strategies, asset allocation, risk management, retirement planning, and other areas and objectives. Generally, such financial planning and consulting services will involve preparing a financial plan or rendering a financial consultation based on your financial goals and objectives. Virtus will summarize its services in a written plan, which will typically include general recommendations for a course of action or specific actions for you to take. Implementation of the recommendations will be at your discretion. Virtus provides its financial planning and consulting services on either a project basis or as an ongoing, comprehensive annual plan. Fund Investment Management Services: Virtus is the Investment Manager to VFO Alternative Investment Fund (the“Fund”), a pooled investment vehicle. The Fund will allocate capital into other private funds investing in Private Equity, Venture Capital,

Private Debt, Real Estate Funds, Infraestructure, and/or others. The selection process considers the investment strategy, regional exposure, fund management and experience, cost structure, risk profile, and other factors. Our services are tailored specifically to meet the investment objectives of the Fund. Investors in the Fund will have no ability to direct or restrict investments by the Fund in any capacity. 5 Third-Party Money Management Services: We may recommend third-party money managers (“TPMMs”) to manage part or the client’s entire portfolio. TPMMs may be recommended when the TPMMs’ philosophy, investment strategy, and style meets the client's financial situation, investment objectives, and risk tolerance. The asset management services provided by the TPMMs, the compensation to be paid, and other terms of the relationship between the client and the TPMMs will be described in the TPMMs’ disclosure documents and its managed account agreement. CLIENT INVESTMENT OBJECTIVES/RESTRICTIONS Virtus offers the same suite of services to all our clients. However, specific client financial plans and their implementation are dependent upon the individual client’s Investment Policy Statement, which outlines a client’s current financial situation such as income, net worth, and risk tolerance levels. This information is essential in the development of a client-specific plan in the selection of investments that matches restrictions, needs, and targets. On a case by case basis, our clients may impose restrictions on investing in certain securities or types of securities in accordance with their values or beliefs. However, if the restrictions prevent us from properly servicing the client’s account, or if the restrictions would require us to deviate from our standard suite of services, we reserve the right to end the relationship. We may request additional information and documentation such as current investments, tax returns, insurance policies, and estate plan. We will discuss your investment objectives, needs, and goals, but you must inform us of any changes. Unless directed by you, we do not independently verify any information provided to us by you or your attorney, accountant, or other professionals. WRAP FEE PROGRAMS Virtus does not participate in, recommend, or offer wrap fee programs. ASSETS UNDER MANAGEMENT As of May 2, 2024, Virtus managed assets totaling $461,968,296 all on a discretionary basis.