FIRM DESCRIPTION Caterer Goodman Partners Ltd. (hereinafter referred to as “Caterer Goodman”, “we”, “us”, or “our firm”) is a company that was organized in 2012 under the laws of the Republic of Seychelles and its principal office is located in Queensland, Australia. The principal owner of Caterer Goodman is Caterer Liu Worldwide Pty Ltd., (“Caterer Liu Worldwide”), a company that is registered with the Australian Securities and Investments Commission. Caterer Liu Worldwide has a 100% ownership interest in Caterer Goodman Partners Ltd. as the Corporate Trustee of the Caterer Liu Trust, a discretionary family trust registered in Australia as well. Owen T. Caterer is the sole director of Caterer Liu Worldwide, Managing Director of Caterer Goodman, and a beneficiary of the Caterer Liu Trust. Caterer Goodman is an investment advisory firm that provides investment and risk-management solutions to clients worldwide. As of December 31, 2023, Caterer Goodman has $8,960,200 in discretionary assets under management and $4,230,890 in non-discretionary assets under management. ADVISORY PROGRAMS In connection with our investment advisory services, Caterer Goodman primarily provides advice with respect to equities (common stocks and equivalents), mutual funds, and bonds. Our advice is generally limited to these types of investments, but we reserve the right to advise or not advise our clients on certain investments should we deem it appropriate based on their particular circumstances. For more information on our investment strategies, please refer to the “Methods of Analysis, Investment Strategies and Risk of Loss” section of this Brochure. Caterer Goodman’s advisory services are tailored to the needs of our clients based on their individual investment objectives, risk tolerances, cash or income needs, and any investment restrictions. Although Caterer Goodman seeks to accommodate reasonable investment restrictions or guidelines set by our clients, we may decline to accommodate certain investment restrictions that are incompatible with our firms’ investment philosophy

or that may have an adverse effect on our ability to manage a client account. Caterer Goodman enters into formal written agreements with our clients setting forth the terms and conditions under which we will provide our advisory services (the “Investment Management Agreement” or the “Sub-Advisory Agreement”). Our advisory agreement(s) sets forth the scope of the services to be provided and the compensation we receive from the client for such services. Our firm may offer all or any combination of the advisory services described below to our US clients: Investment Management Services. Caterer Goodman provides investment management services where client portfolios are managed according to a client’s stated financial situation and needs, investment objectives, investment restrictions and risk tolerances. Caterer Goodman will assess a client’s investment objectives, needs and risk profile by guiding the client through a documented investment objective assessment. Caterer Goodman will then recommend that a client allocate its investment portfolio among various asset classes, then once the appropriate asset allocation has been determined and only when the client’s authorization for the chosen investments has been given, the investment transactions are transmitted to the client’s broker. The client’s portfolio will be monitored and recommendations to rebalance will be made on an ongoing basis as changes in market conditions and client circumstances occur. Caterer Goodman will also make recommendations to our clients as to specific securities or other investments that may be purchased or sold for a client’s portfolio. Sub-Advisory Services. Caterer Goodman offers sub-advisory investment management services to other investment managers and firms. Our firm applies specialized expertise and a specific investment strategy to the day-to-day management of its client’s investment management portfolio. Caterer Goodman offers a wider range of advisory services to non-US clients, which are not disclosed in this Brochure. For additional information, please contact us at +61-7-5563-8340.