General Counsel/Secretary

MA-A 0001773083 XXXXXXXX Kevin Kulling 630-657-6400 kkulling@pmanetwork.com lragus@pmanetwork.com 12-31-2025 Y PMA Securities, LLC 30397 36-3820241 867-02456 008-44905 30397 2135 CITYGATE LANE 7TH FLOOR NAPERVILLE IL 60563 630-657-6400 Add 322 N. Broadway 3rd Floor Milwaukee WI 53202 414-225-0099 414-225-0057 Add 5298 Kyler Avenue NE 2nd Floor Albertville MN 55301 763-497-1490 630-718-8701 Add 2101 Oregon Pike Suite 200 Lancaster PA 17601 717-519-5900 Delete 618-604-7677 Add 1460 Craig Road St. Louis MO 63146 630-657-6400 N www.ptma.com Add www.pmafunding.com Lori Ann Ragus General Counsel/Secretary

2135 CityGate Lane 7th Floor Naperville IL 60563

630-657-6400 630-718-8701 lori.ragus@ptma.com Kevin Gerard Kulling VP-Deputy Chief Compliance Officer

2135 CityGate Lane 7th Floor Naperville IL 60563

630-657-6400 630-718-8701 kevin.kulling@ptma.com Add Smarsh, Inc. 851 SW 6th Ave. Suite 800 Portland OR 97204 1-866-762-7741 971-998-9967

Email archive. Prudent Man Advisors, LLC d/b/a PMA Asset Management, LLC,d/b/a PTMA Investment Advisors Y U.S. Securities and Exchange Commission 881-61312 Public Trust Advisors, LLC, d/b/a PTMA Investment Advisors, LLC Y Securities and Exchange Commission 801-72782 December IL 03-26-2019 N 118 1 82 72 17 0 1360 Municipal Entities Other Local Government Investment Pools 0 0 0 Not Applicable Hourly Charges Fixed Fees Contingent Fees Not Applicable Advice Insurance Of MS Advice Investment Of Proceeds MS Advice ME Investments Advice ME Other Investments Advice Guaranteed IC Advice Use Of MD Advice On Selection Other Feasibility studies, dissemination agent, projections Y Y N Broker-dealer municipal securities dealer or government securities broker or dealer Investment Adviser 21 Amend Investment Adviser Kent Donald Johnson PMA Asset Management, LLC N Y N Add Investment Adviser James O'Neill Davis PMA Asset Management, LLC N Y N Add Investment Adviser Lori Ann Ragus PMA Asset Management, LLC N Y N Add Investment Adviser Brian David Hextell PMA Asset Management, LLC N Y N Add Investment Adviser David James Lutter PMA Asset Management, LLC N Y N Add Investment Adviser Timothy James Flaherty PMA Asset Management, LLC N Y N Add Investment Adviser Steven Robert Pumper PMA Asset Management, LLC N Y N Add Investment Adviser Thomas Lanzara PMA Asset Management, LLC N Y N Add Investment Adviser Kevin Kulling PMA Asset Management, LLC N Y N Add Investment Adviser PMA Asset Management, LLC PMA Asset Management, LLC N Y N Add Investment Adviser Chase David Byler PMA Asset Management, LLC N Y N Add Investment Adviser Rajesh Chainani PMA Asset Management, LLC N Y N Add Investment Adviser Aaron Alexander Fricke PMA Asset Management, LLC N Y N Delete Investment Adviser Michael Charles Marino PMA Asset Management, LLC N Y N Add Investment Adviser Kenneth Doyle Shuler PMA Asset Management, LLC N Y N Add Investment Adviser Michael Allen Stramara PMA Asset Management, LLC N Y N Add Investment Adviser Sara Schnoor PMA Asset Management, LLC N Y N Add Investment Adviser Brandon Engle PMA Asset Management, LLC N Y N Add Investment Adviser Brittany Dalziel PMA Asset Management, LLC N Y N Add Sponsor or syndicator of limited partnerships TA Associates Cayman, LLC TA Associates Cayman Y N N Add Sponsor or syndicator of limited partnerships TA Associates XIV GP, L.P. TA Associates XIV GP Y N N Add Investment Adviser Public Trust Advisors, LLC Public Trust Advisors, LLC N Y N N Y N N N N N N N N Y Y N N N N N N N N N N N N N N N N N Y N N N N N N N N N Y PMA Acquisition, LLC N 83-2194906 Member 04-02-2019 E Y James O'Neill Davis Chief Executive Officer 03-19-2012 NA Y 2660454 Jonathan Ray Martens Financial and Operations Principal 10-10-2012 NA N 4593466 Lori Ann Ragus General Counsel/Chief Compliance Officer/Secretary 12-23-2010 NA Y 5754738 PMA Acquisition, LLC PMA Intermediate Holdings, LLC N 83-2204671 Member 10-02-2018 E Y PMA Intermediate Holdings, LLC PMA Parent Holdings, LLC N 83-2216209 Member 10-02-2018 E Y TA Associates XIV GP, L.P. TA Associates Cayman LLC N 98-1709285 General Partner 02-01-2021 F Y PMA-PTA Holdings, LLC TA Associates PMA Holdings, LLC N 93-3897713 Member 10-01-2023 C Y TA XIV-A, L.P. TA Associates XIV GP, L.P. N 98-1593154 General Partner 02-01-2021 F Y TA XIV-B L.P. TA Associates XIV GP, L.P. N 98-1593154 General Partner 02-01-2021 F Y TA XIV-B PMA Subsidiary Partnership, L.P. TA Associates XIV GP, L.P. N 98-1593154 General Partner 10-01-2023 F Y TA PMA Purchaser, LLC PMA-PTA Holdings, LLC N 93-4621665 Sole Member 10-01-2023 E Y PMA Parent Holdings, LLC TA PMA Intermediate LLC N 93-4621665 Sole Member 02-01-2024 E Y TA PMA Intermediate, LLC TA PMA Purchaser, LLC N 93-4621665 Sole Member 10-01-2023 E Y TA Associates PMA Holdings, LLC TA XIV-A, L.P. N 98-1593338 Member 10-01-2023 D Y TA XIV-B PMA Subsidiary Partnership, L.P. TA XIV-B PMA Blocker Corp. N 93-3875603 Limited Partner 10-01-2023 E Y TA Associates PMA Holdings, LLC TA XIV-B PMA Subsidiary Partnership, L.P. N 93-3786594 Member 10-01-2023 C Y TA XIV-B PMA Blocker Corp. TA XIV-B, L.P. N 98-1593568 Shareholder 10-01-2023 E Y Pinnacle FF Aggregator, LLC Flexpoint Fund V-A, L.P. N 98-1668458 Sole Member 05-01-2024 E Y Flexpoint Fund V-A, L.P. Flexpoint Management V, L.P. N 98-1669707 General Partner 03-01-2022 F Y Flexpoint Management V, L.P. Flexpoint Ultimate Management V, LLC N 98-1669836 General Partner 03-01-2022 F Y PMA-PTA Holdings, LLC Pinnacle FF Aggregator, LLC N 99-3086250 Member 10-15-2024 C Y Flexpoint Management V, L.P. Donald J. Edwards Revocable Trust N 00-0000000 Limited Partner 02-01-2024 C Y Flexpoint Ultimate Management V, LLC Donald Joseph Edwards Sole Member 03-01-2022 E Y 1881830 Donald J. Edwards Revocable Trust Donald Joseph Edwards Trustee 06-01-2000 F Y 1881830 PMA Acquisition, LLC N 83-2194906 Member 04-02-2019 E Y Delete James O'Neill Davis Chief Executive Officer 03-19-2012 NA Y 2660454 Jonathan Ray Martens Financial and Operations Principal 10-10-2012 NA N 4593466 Lori Ann Ragus General Counsel/Chief Compliance Officer/Secretary 12-23-2010 NA Y 5754738 NewAdd Gregory Allen Kubitz Chief Executive Officer 01-05-2026 NA Y 5086051 PMA Acquisition, LLC PMA Intermediate Holdings, LLC N 83-2204671 Member 10-02-2018 E Y Amend PTMA Financial Solutions, LLC PMA Parent Holdings, LLC N 83-2216209 Sole Member 10-02-2018 E Y TA Associates XIV GP, L.P. TA Associates Cayman LLC N 98-1709285 General Partner 02-01-2021 F Y PMA-PTA Holdings, LLC TA Associates PMA Holdings, LLC N 93-3897713 Member 10-01-2023 C Y TA XIV-A, L.P. TA Associates XIV GP, L.P. N 98-1593154 General Partner 02-01-2021 F Y TA XIV-B L.P. TA Associates XIV GP, L.P. N 98-1593154 General Partner 02-01-2021 F Y TA XIV-B PMA Subsidiary Partnership, L.P. TA Associates XIV GP, L.P. N 98-1593154 General Partner 10-01-2023 F Y TA PMA Purchaser, LLC PMA-PTA Holdings, LLC N 93-4621665 Sole Member 10-01-2023 E Y PMA Parent Holdings, LLC TA PMA Intermediate LLC N 93-4621665 Sole Member 02-01-2024 E Y TA PMA Intermediate, LLC TA PMA Purchaser, LLC N 93-4621665 Sole Member 10-01-2023 E Y TA Associates PMA Holdings, LLC TA XIV-A, L.P. N 98-1593338 Member 10-01-2023 D Y TA XIV-B PMA Subsidiary Partnership, L.P. TA XIV-B PMA Blocker Corp. N 93-3875603 Limited Partner 10-01-2023 E Y TA Associates PMA Holdings, LLC TA XIV-B PMA Subsidiary Partnership, L.P. N 93-3786594 Member 10-01-2023 C Y TA XIV-B PMA Blocker Corp. TA XIV-B, L.P. N 98-1593568 Shareholder 10-01-2023 E Y Pinnacle FF Aggregator, LLC Flexpoint Fund V-A, L.P. N 98-1668458 Sole Member 05-01-2024 E Y Flexpoint Fund V-A, L.P. Flexpoint Management V, L.P. N 98-1669707 General Partner 03-01-2022 F Y Flexpoint Management V, L.P. Flexpoint Ultimate Management V, LLC N 98-1669836 General Partner 03-01-2022 F Y PMA-PTA Holdings, LLC Pinnacle FF Aggregator, LLC N 99-3086250 Member 10-15-2024 C Y Flexpoint Management V, L.P. Donald J. Edwards Revocable Trust N 00-0000000 Limited Partner 02-01-2024 C Y NewAdd PMA Intermediate Holdings, LLC PTMA Financial Solutions, LLC N 36-3679631 Sole Member 08-07-2025 E Y Flexpoint Ultimate Management V, LLC Donald Joseph Edwards Sole Member 03-01-2022 E Y 1881830 Donald J. Edwards Revocable Trust Donald Joseph Edwards Trustee 06-01-2000 F Y 1881830 1 9-E2 Brinker Capital Securities, LLC Y 008-48110 Brinker Capital Securities LLC 38123 C9A050024 Kevin Kulling Kevin Kulling Deputy Chief Compliance Officer 03-31-2026 30397 N N N N N N N Y N Y Y N Y N N N N N Y N N