Principal Owners The firm has operated under the name Barometer Capital Management Inc. (“Barometer”) since 2006. Please note that the underlying business of Barometer was formed by the principals under the name First Associates Investments Inc. ("First Associates") in 1991. In 2004, the business of First Associates became Rockwater Asset Management Inc. (“RAMI”). Through a management buyout of RAMI in 2006, Barometer was subsequently formed. Today, Barometer remains an independent, 100% employee-owned firm, which manages approximately $811 million dollars for families, endowment funds and trusts throughout Canada and internationally (Assets under management include separately managed client accounts, Barometer Private Pools, Barometer Group of Funds, and investment advisory services to broker/dealers via an investment management platform as at December 31,2023). Barometer Capital Management Inc. merged with Roundtable Capital Partners Inc., which closed on April 30, 2020. The two companies subsequently amalgamated under the name “Barometer Capital Management Inc. on May 1,2020. Key Investment Professionals David Burrows, Chairman, Chief Executive Officer As Chairman and Chief Executive Officer David steers Barometer’s strategy to best reach clients and meet their investment needs. Being Chief Investment Strategist, David leads the Investment Team’s top-down market and sector risk strategies. David co-founded Barometer’s predecessor, First Associates Investments Inc., in 1991, after starting his career in 1986 with the Private Client Group at Scotia McLeod. With Gregory, David sits on the firm’s investment policy committee and is responsible for the construction and review of client portfolios. 5 | P a g e Diana Avigdor, Vice President, Portfolio Manager and Head of Trading, CFA Diana brings a wealth of experience to her role as Vice President, Portfolio Manager & Head of Trading. After starting her career in foreign exchange trading, she spent 10 years at Altamira overseeing and executing international investments. At Barometer, she heads up the Trading Team, while overseeing international investments. This includes daily sell-side monitoring and the provision of market intelligence on trading flows. Diana provides a trading perspective to the markets as a regular guest on BNN. Diana holds a Bachelor of Arts (Honours) in Economics from York University and is a CFA charterholder. Dimetrius (Jim) Schetakis, Senior Portfolio Manager Jim joined Barometer Capital Management in the role of Senior Vice President, Portfolio Manager in 2015 after having served at progressively more senior roles at well-known asset management firms in Canada, including Connor, Clark and Lunn, the Caisse de Depot, Ontario Hydro, and Manulife Financial. Specializing in U.S. and EAFE equities, Jim’s expertise in fundamental security analysis and tactical asset allocation serve as a strong addition to Barometer’s Top/Down and Bottom/Up approach to portfolio construction. Types of Advisory Services Barometer manages investment portfolios for high net worth individuals, endowments, foundations, partnerships, corporations, investment companies, public funds and pensions. Barometer offers advice on equity securities, including exchange-listed securities, securities traded over-the-counter, foreign issues and commodities. Barometer

is the manager and trustee of the Barometer Private Pools (“Pools”) and the Barometer Group of Funds (“Funds”), and provides investment advisory services to WRAP programs for three Canadian broker/dealers. Please refer to Item 8 for further information on our methods of analysis and investment strategies, including details on specific risks associated with these strategies. 6 | P a g e Client Investment Objectives This process begins by clearly understanding each client’s financial needs and objectives taking into account lifestyle, goals, and expectations with regards to their investment portfolio. For every separately managed client, we develop an understanding of their return expectations, thoughts about risk, cash flow requirements, tax situation and time horizon. These specific financial objectives are translated into an asset mix strategy that is outlined in a written Investment Policy Statement. The mandate definition provides a framework for us to manage client portfolios to derive the maximum benefits from their long-term investment goals. Typically, our mandate definitions include a combination of our income and equity strategies whose proportional mix is tactically managed to deal with the changing conditions in the financial markets. Our clients derive benefit from the combined experience of the Barometer Team which has developed custom investment mandate definitions for the varying needs of our high net-worth clients. Investment Restrictions Clients may impose guidelines and restrictions on their accounts, however, all client guidelines and/or restrictions are reviewed prior to investing a portfolio to determine that there are no issues to prohibit Barometer from managing the portfolio according to our investment strategy. Any restrictions imposed by the client must be in writing. Managed Account Agreement Prior to the commencement of any separately managed client relationship, Barometer enters into an agreement with the client. The agreement outlines the terms and conditions of the relationship including a description of the services provided, responsibilities of the client, fees, as well as other standard contractual terms. The agreement will continue in effect until termination by either party pursuant to the terms of the agreement. In accordance with Rule 204-3 under the Investment Advisers Act of 1940, as amended, Barometer will provide a disclosure brochure (ADV Part 2A) to each client or perspective client prior to execution. Wrap Fee Programs Barometer provides investment advisory services to three broker/dealers as a wrap fee program. The broker/dealers in this program are responsible for trade execution, client custody and fees charged to their clients. Barometer does not enter into a direct relationship with the clients of these investment platforms, and does not provide administrative portfolio account or account-specific performance reporting services to those clients. The recommendations that are provided through these programs are used at the broker/dealers’ sole discretion. In consideration for providing investment advisory services to the wrap programs, Barometer receives a portion of the wrap fee paid by program participants. Assets Under Management Barometer has approximately $811 million of discretionary assets under management as at December 31,2023. 7 | P a g e