The Company J.M. Forbes & Co. LLP is a Delaware limited liability partnership. The Partners of J.M. Forbes & Co. LLP are Jeffrey L. Bernier, Elizabeth S. Colt, Paul Elias and Bracken Hendricks. J.M. Forbes & Co. LLP was founded in 1838. Its principal place of business is located in Boston, Massachusetts. As of December 31, 2023, J.M. Forbes & Co. has $1,193,376,004.41 in assets under management, of which $1,191,871,590.64 are under discretionary management and $1,504,413.77 are managed on a non-discretionary basis. Portfolio Management J.M. Forbes & Co. LLP provides investment advice and portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations and corporations. Virtually all of these accounts are managed with J.M. Forbes & Co. LLP having complete investment authority. The balance is managed in consultation with clients. We employ a core investment style that includes a broad universe of over 100 companies that fit our investment criteria from which a core portfolio of 40-50 names is built. This core equity portfolio is the foundation on which our client portfolios are built, along with a blend of fixed income securities such as U.S. Treasury bills and notes, U.S. Agency bonds, high-grade corporate and municipal bonds and diversified bond funds (made up of a mix of fixed income assets including U.S. Treasury and Agency securities, corporate, municipal, convertible and foreign bonds, bank loans and preferred equity). The two primary objectives in all of our portfolios are preservation of capital and achieving a strong risk adjusted return. These two objectives are balanced for each account after taking into consideration the specific risk profile, income needs and long term goals of the client. Clients are responsible for informing us of any relevant changes in their circumstances. Upon establishing a trust or entering into a non-trust investment management agreement, clients may impose restrictions on investing in certain securities or types of securities subject to consent of J.M. Forbes & Co. LLP to ensure prudent account management. Other Business Activities The Partners of J.M. Forbes & Co. LLP serve as private trustees as well as investment advisers. Other services rendered by the firm include, but are not limited to, estate planning, trust and estate management, financial management and planning, real estate management, advice on and preparation and filing of Federal and State tax returns, and maintenance of records relating to all

of these areas. Up to approximately 40% of the firm’s time and resources is allocated to these services. Privacy Policy J.M. Forbes & Co. LLP asks that you provide certain personal information in order for us to provide you with better service. In the course of providing our services, we obtain non-public personal information including, but not limited to, such things as a client’s name, address, birth date, social security number, account balances, income and securities positions. We may obtain this information directly from clients or from other sources such as banks, other fiduciaries and service providers. J.M. Forbes & Co. LLP is committed to your privacy. We consider customer privacy to be fundamental to our relationship with clients. We are therefore committed to maintaining the confidentiality, integrity and security of clients' non-public personal information. We do not share or disclose any non-public personal information about our clients or former clients except to facilitate the servicing or management of client accounts or as otherwise permitted by law. J.M. Forbes & Co. LLP services are provided in a secure environment. We internally safeguard our clients’ non-public personal information by restricting access to only those employees who provide services to our clients or those who need to access the information to service our clients’ accounts. In addition, we maintain physical, electronic and procedural safeguards intended to meet federal standards to safeguard client information. We may provide non-public personal information to parties, such as independent trustees and custodians, with whom our clients have established relationships and ask us to interact. In addition, we will from time to time contract with third parties to provide services for our clients or to facilitate the servicing or management of client accounts. In certain instances, performance of these services may provide such third party service providers with access to non-public personal information. We ensure that such service providers understand our privacy policies and agree to protect the confidentiality of client information. J.M. Forbes & Co. LLP will notify you of future changes to our privacy policy. If the firm makes any substantial changes in the way we use or disseminate personal information, we will notify you. If you have any questions concerning this Privacy Notice please write to: J.M. Forbes & Co. LLP Attn: Compliance Dept., 121 Mount Vernon Street, Boston, MA 02108.