Filing Record and Reported Relationship

The relevant EDGAR record is accession 0002132125-26-000001, observed in the registry on 2026-07-26. In that filing, Paul Touchstone is listed with the designation Executive Officer in connection with Investment Partners, LLC - Tax-Aware Fund. These labels report the relationship asserted in the filing; they should not be expanded into a more specific operating, ownership, founder, or investment role without separate evidence.