Description of Advisory Firm Brownson, Rehmus & Foxworth, Inc. (the “Firm”, “we”, “us”, or “our”) is a privately-owned corporation founded in 1969 and continues to be controlled by our active Principals (each a “Principal” and collectively, “Principals”). Our boutique firm is structured to provide quality personalized financial and investment advice and excellent service to each and every client. The Firm is a federally registered, non-discretionary investment advisor. Principal Owners The Firm is controlled and owned by the following four active Principals. 1. John Michael Lafferty 2. Harold Nelson Leavell III 3. Susan Mary Shacklette 4. Keith Matthew Cardoza (shares are non-voting) The Firm’s founder, Frederick O. Brownson, is no longer an active Principal or employee, but he continues to own a 10% non-voting, non-dilutable equity interest in the Firm in the event of a sale or liquidation. Mr. Brownson’s non-voting, non- dilutable interest terminates at his death. Advisory Services Offered The Firm provides personalized financial counseling and non-discretionary investment advisory services on a fee-only basis to individuals, high net worth individuals (i.e., investment assets in excess of $5 million), trusts, estates, private foundations, endowments, qualified retirement plans, and senior corporate executives. In addition, the Firm may provide an ad-hoc or project-based consultation to a client on an hourly basis if the Principal working with such client deems such consultation appropriate under the circumstances. The Firm does not receive commissions, finder’s fees, or remuneration from the sales of securities or other financial products, including but not limited to annuities, insurance, stocks, bonds, mutual funds, and limited partnerships. Furthermore, the Firm is not affiliated with entities that sell financial products or securities. Other professionals (e.g., lawyers, accountants, insurance agents) are engaged directly by the client on an as-needed basis. Conflicts of interest will be disclosed to the client in the unlikely event they arise. Financial counsel and investment advice furnished to individuals, high net worth individuals, trusts, estates, private foundations, endowments, qualified retirement plans, and senior corporate executives are provided through consultation with the client and may include: determination of financial objectives, identification of financial obstacles, cash flow analysis, insurance review, education funding, and retirement and estate counseling. The primary advisor to a client is either a Principal or a “Lead Advisor,” a senior investment professional employed by the Firm. Each Lead Advisor is supervised by a Principal. The Principal or Lead Advisor advising a client provides investment recommendations to the client, with the client making the final decision on investment selection. As a non-discretionary advisor, the Firm will only execute trades for clients with

the client’s prior written authorization. Tailored Relationships The Firm’s financial counsel and investment advice is customized and tailored to the unique goals, objectives, and needs of each client. The initial meeting with a prospective client, which may be conducted by telephone, is free of charge and is considered an exploratory interview to determine the extent to which the financial counseling and investment advisory services provided by the Firm may be beneficial to the prospective client. At the outset of the Firm-client relationship, we conduct an in-depth discovery of the client’s goals, objectives, and attitudes based on information provided by the client. The Principal or Lead Advisor then generates a written evaluation of the client’s current financial situation, often with an accompanying net worth statement. Such written evaluation also includes stated objectives and specifications for the client that reflect the client’s overall recommended financial and investment program. This investment program is personalized to each client, incorporating and adapting to any applicable client- imposed restrictions on investing in certain securities or types of investments. 2 B R FA D V I SO R S. C O M Periodic reviews between the client and the Principal or Lead Advisor, informed by the summary of the client’s objectives and specifications, are conducted and reassessed over the course of the client engagement to determine and execute the Firm’s specific, recommended courses of action. Often, the Principal or Lead Advisor will conduct more frequent reviews of the documentation without the client’s involvement to monitor progress and will communicate any resulting recommended changes to the client as needed. Wrap Fee Programs The Firm does not participate in wrap fee programs. Assets Under Advisement As of December 31, 2023, the Firm maintained approximately $7,448,201,276 of assets under advisement (“AUA”) which includes $4,026,359,067 in regulatory assets under management for over 250 client families. The Firm calculates AUA to demonstrate the scope of its services and the depth of its client relationships. In calculating AUA, the Firm accounts for assets where it provides comprehensive financial counseling services by making recommendations across a variety of assets as well as regulatory assets under management where it is responsible for executing client transactions after consent is obtained. Regulatory Assets Under Management As a non-discretionary investment advisor, the calculation of the Firm’s regulatory assets under management (“RAUM”) places more emphasis on the arrangement and execution of client trades. As of December 31, 2023, the Firm managed $4,026,359,067 in RAUM on a non-discretionary basis for over 250 client families. In furnishing these services, the Firm makes recommendations, guides decision making, and coordinates execution; clients retain decision making authority.