MA/A 0001123374 XXXXXXXX Jenny Hammock 4048694600 jhammock@fortressgroupinc.com TRAILMARK INC. 104408 58-2562410 866-00899-00 867-01046 008-52864 104408 3355 LENOX RD NE SUITE 805 ATLANTA GA 30326 4048694600 Y 3535 PEACHTREE ROAD NE SUITE 520-424 ATLANTA GA 30326 WWW.TRAILMARK.COM BRUCE ALAN WILLIAMSON

3355 LENOX RD NE SUITE 805 ATLANTA GA 30326

4048694600 BWILLIAMSON@TRAILMARK.COM JENNY ANN HAMMOCK

3355 LENOX RD NE SUITE 805 ATLANTA GA 30326

4048694600 JHAMMOCK@TRAILMARK.COM TRAILMARK GROUP LTD Y FINANCIAL CONDUCT AUTHORITY 623691 X0 December GA 08-07-2000 N 8 1 1 0 0 0 Not Applicable 210 0 210 Public pension funds State government investment pools Hospitals Colleges Other INVESTMENT ADVISORS, FUND OF FUNDS Not Applicable Fixed Fees Contingent Fees Solicitation Other Y Y N Broker-dealer municipal securities dealer or government securities broker or dealer 1 Add Broker-dealer municipal securities dealer or government securities broker or dealer CHRISTOPHER CAPUTO TRAILMARK INC. Y Y Y FINANCIAL CONDUCT AUTHORITY CJC01287 X0 N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N Y N CHRISTOPHER JOSEPH CAPUTO CEO, MANAGING DIRECTOR 08-07-2000 D Y 1734605 BRUCE ALAN WILLIAMSON CCO, CFO, MANAGING DIRECTOR 08-07-2000 D Y 1923210 CHRISTOPHER JOSEPH CAPUTO CEO, MANAGING DIRECTOR 08-07-2000 D Y 1734605 BRUCE ALAN WILLIAMSON CCO, CFO, MANAGING DIRECTOR 08-07-2000 D Y 1923210 Bruce Williamson Bruce Williamson CCO 08-26-2024 1923210 N N N N N Y N N Y N N N Y N N N N N N N N