PRIVACY POLICY

Effective December 4, 2024

OUR COMMITMENT TO YOU

GREATDANE INVESTMENT LLC (“GREATDANE” or the “Advisor”) is committed to safeguarding the use of personal information of our clients (also referred to as “you” and “your”) that we obtain as your Investment Advisor, as described here in our Privacy Policy (“Policy”). Our relationship with you is our most important asset. We understand that you have entrusted us with your private information, and we do everything we can to maintain that trust. GREATDANE (also referred to as “we”, “our” and “us”) protects the security and confidentiality of the personal information we have and implements controls to ensure that such information is used for proper business purposes in connection with the management or servicing of our relationship with you. GREATDANE does not sell your non-public information to anyone. Nor do we provide such information to others except for discrete and reasonable business purposes in connection with the servicing and management of our relationship with you, as discussed below. Details of our approach to privacy and how your personal non-public information is collected and used are set forth in this Policy.

WHAT YOU NEED TO KNOW

Registered Investment Advisors (“RIA’s”) must share some of your personal information in the course of servicing your account. Federal and State laws give you the right to limit some of this sharing and require RIA’s to disclose how we collect, share, and protect your personal information.

INFORMATION WE COLLECT FROM YOU

Social security or taxpayer identification number

Name, address and phone number(s)

E-mail address(es)

Account information (including other institutions)

Assets and liabilities

Income and expenses

Investment activity

Investment experience and goals

INFORMATION WE COLLECT FROM OTHER SOURCES

Custody, brokerage and advisory agreements

Other advisory agreements and legal documents

Transactional information with us or others

Account applications and forms

Investment questionnaires and suitability documents

Other information needed to service account

HOW WE PROTECT YOUR INFORMATION

To safeguard your personal information from unauthorized access and use we maintain physical, procedural and electronic measures. These include such safeguards as secure passwords, encrypted file storage and a secure office environment. Our technology vendors provide security and access control over personal information and have policies over the transmission of data. Our associates are trained on their responsibilities to protect Client’s personal information. We require third parties that assist in providing our services to you to protect the personal information they receive from us.

CHANGES TO OUR PRIVACY POLICY

We will send you a copy of this Policy annually for as long as you maintain an ongoing relationship with us. Periodically, we may revise this Policy, and will provide you with a revised policy if the changes materially alter the previous Privacy Policy. We will not, however, revise our Privacy Policy to permit the sharing of non-public personal information other than as described in this notice unless we first notify you and provide you with an opportunity to prevent the information sharing.