2026.03.11 FORM ADV PART 2A

ADV Part 2A, Brochure i  Item 2: Material Changes ii  Item 3: Table of Contents iii  Item 4: Advisory Business           1  2  3  Item 5: Fees and Compensation 4  5  6  7  Item 6: Performance-Based Fees and Side-By-Side Management Item 7: Types of Clients     Item 8: Methods of Analysis, Investment Strategies, and Risk of Investment Loss 8  9  Item 9: Disciplinary Information Item 10: Other Financial Industry Activities and Affiliations 10  Item 11: Code of Ethics, Participation in Transactions, Personal Trading 11      12    Item 12: Brokerage Practices 13  Item 13: Reviews of Accounts 14  Item 14: Client Referrals and Other Compensation Item 15: Custody 15  Item 16: Investment Discretion 16  Item 17: Voting Client Securities (Proxy Voting) Item 18: Financial Information 17