Common use of Optional Tax Services Clause in Contracts

Optional Tax Services. ▪ Prepare book-to-tax adjustments & Form 5471 for Controlled Foreign Corporations (CFCs) – $[ ] per year ▪ Additional Capital Gain Dividend Estimates – (First two included in core services) – $[ ] per additional estimate ▪ State tax returns - (First two included in core services) – $[ ] per additional return Tax Reporting – C-Corporations Federal Tax Returns ▪ Prepare corporate Book to tax calculation, average cost analysis and cost basis role forwards, and federal income tax returns for investment fund (Federal returns & 1099 Breakout Analysis) – $[ ] ▪ Prepare Federal and State extensions (If Applicable) – Included in the return fees ▪ Prepare provision estimates – $[ ] Per estimate State Tax Returns ▪ Prepare state income tax returns for funds and blocker entities – $[ ] per state return • Sign state income tax returns – $[ ] per state return Assist in filing state income tax returns – Included with preparation of returns ▪ State tax notice consultative support and resolution – $[ ] per fund Fees are calculated pro rata and billed monthly Advisor’s signature below acknowledges approval of the fee schedule on this Exhibit C Convergence Investment Partners By: /s/ Xxxxx Xxxxx Printed Name and Title: Xxxxx Xxxxx, President

Optional Tax Services. ▪ Prepare book-to-tax adjustments & Form 5471 for Controlled Foreign Corporations (CFCs) – $[ ] per year ▪ Additional Capital Gain Dividend Estimates – (First two included in core services) – $[ ] per additional estimate ▪ State tax returns - (First two included in core services) – $[ ] per additional return Tax Reporting – C-Corporations Federal Tax Returns ▪ Prepare corporate Book to tax calculation, average cost analysis and cost basis role forwards, and federal income tax returns for investment fund (Federal returns & 1099 Breakout Analysis) – $[ ] ▪ Prepare Federal and State extensions (If Applicable) – Included in the return fees ▪ Prepare provision estimates – $[ ] Per estimate State Tax Returns ▪ Prepare state income tax returns for funds and blocker entities – $[ ] per state return • Sign state income tax returns – $[ ] per state return Assist in filing state income tax returns – Included with preparation of returns ▪ State tax notice consultative support and resolution – $[ ] per fund Fees are calculated pro rata and billed monthly Advisor’s signature below acknowledges approval of the fee schedule on this Exhibit C Convergence Investment Partners By: /s/ Xxxxx Xxxxx Printed Name and Title: Xxxxx Xxxxx, Presidentmonthly

Optional Tax Services. ▪ Prepare book-to-tax adjustments & Form 5471 for Controlled Foreign Corporations (CFCs) – $[ ] per year ▪ • Additional Capital Gain Dividend Estimates – (First two included in core services) – $[ ] per additional estimate ▪ • State tax returns - (First two included in core services) – $[ ] per additional return Tax Reporting – C-Corporations Federal Tax Returns ▪ • Prepare corporate Book to tax calculation, average cost analysis and cost basis role forwards, and federal income tax returns for investment fund (Federal returns & 1099 Breakout Analysis) – $[ ] ▪ • Prepare Federal and State extensions (If Applicable) – Included in the return fees ▪ • Prepare provision estimates – $[ ] Per estimate State Tax Returns ▪ • Prepare state income tax returns for funds and blocker entities – $[ ] per state return • − Sign state income tax returns – $[ ] per state return Assist in filing state income tax returns – Included with preparation of returns ▪ • State tax notice consultative support and resolution – $[ ] per fund Fees are calculated pro rata and billed monthly Advisor’s signature below acknowledges approval of the fee schedule on this Exhibit C Convergence Investment Partners By: /s/ Xxxxx Xxxxx Printed Name and Title: Xxxxx Xxxxx, Presidentmonthly

Optional Tax Services. ▪ Prepare book-to-tax adjustments & Form 5471 for Controlled Foreign Corporations (CFCs) – $[ ] per year ▪ • Additional Capital Gain Dividend Estimates – (First two [ ] included in core services) – $[ ] per additional estimate ▪ • State tax returns - (First two included in core services) – $[ ] per additional return Tax Reporting – C-Corporations Federal Tax Returns ▪ • Prepare corporate Book to tax calculation, average cost analysis and cost basis role forwards, and federal income tax returns for investment fund (Federal returns & 1099 Breakout Analysis) – $[ ] ▪ • Prepare Federal and State extensions (If Applicable) – Included in the return fees ▪ • Prepare provision estimates – $[ ] Per estimate State Tax Returns ▪ • Prepare state income tax returns for funds and blocker entities – $[ ] per state return • Sign state income tax returns – $[ ] per state return Assist in filing state income tax returns – Included with preparation of returns ▪ • State tax notice consultative support and resolution – $[ ] per fund Fees are calculated pro rata and billed monthly Advisor’s signature below acknowledges approval of the fee schedule on this Exhibit C Convergence Investment Partners By: /s/ Xxxxx Xxxxx Printed Name and Title: Xxxxx Xxxxx, Presidentmonthly

Optional Tax Services. ▪ Prepare book-to-tax adjustments & Form 5471 for Controlled Foreign Corporations (CFCs) – $[ ] __ per year ▪ § Additional Capital Gain Dividend Estimates – (First two included in core services) – $[ ] __ per additional estimate ▪ § State tax returns - (First two included in core services) – $[ ] __ per additional return Tax Reporting – MLP C-Corporations Federal Tax Returns ▪ § Prepare corporate Book to tax calculation, average cost analysis and cost basis role forwards, and federal income tax returns for investment fund (Federal returns & 1099 Breakout Analysis) – $[ ] ▪ __ § Prepare Federal and State extensions (If Applicable) – Included in the return fees ▪ § Prepare provision estimates – $[ ] __ Per estimate State Tax Returns ▪ § Prepare state income tax returns for funds and blocker entities – $[ ] __ per state return • − Sign state income tax returns – $[ ] __ per state return − Assist in filing state income tax returns – Included with preparation of returns ▪ § State tax notice consultative support and resolution – $[ ] __ per fund Fees are calculated pro rata and billed monthly AdvisorAdviser’s signature Signature below acknowledges approval of the Fund Administration fee schedule schedules on this Exhibit C Convergence Investment Partners I. iM Global Partner US, LLC By: /s/ Xxxxx Xxxxx Xxxxxxx X. Xxxxxx Printed Name and Title: Xxxxx XxxxxXxxxxxx X. Xxxxxx, PresidentUS Chief Operating Officer & Head of Distribution Date: August 14, 2018

Optional Tax Services. ▪ Prepare book-to-tax adjustments & Form 5471 for Controlled Foreign Corporations (CFCs) – $[ ] __ per year ▪ § Additional Capital Gain Dividend Estimates – (First two included in core services) – $[ ] __ per additional estimate ▪ § State tax returns - (First two included in core services) – $[ ] __ per additional return Tax Reporting – MLP C-Corporations Federal Tax Returns ▪ § Prepare corporate Book to tax calculation, average cost analysis and cost basis role forwards, and federal income tax returns for investment fund (Federal returns & 1099 Breakout Analysis) – $[ ] ▪ __ § Prepare Federal and State extensions (If Applicable) – Included in the return fees ▪ § Prepare provision estimates – $[ ] __ Per estimate State Tax Returns ▪ § Prepare state income tax returns for funds and blocker entities – $[ ] __ per state return • − Sign state income tax returns – $[ ] __ per state return − Assist in filing state income tax returns – Included with preparation of returns ▪ § State tax notice consultative support and resolution – $[ ] __ per fund Fees are calculated pro rata and billed monthly AdvisorAdviser’s signature Signature below acknowledges approval of the Fund Administration fee schedule schedules on this Exhibit C Convergence Investment Partners H. Argent Capital Management LLC By: /s/ Xxxxx Xxxxx Xxxx X. Xxxxxxxxx Printed Name and Title: Xxxxx XxxxxXxxx X. Xxxxxxxxx, PresidentChief Operating Officer Date: August 14, 2018

Optional Tax Services. ▪ Prepare book-to-tax adjustments & Form 5471 for Controlled Foreign Corporations (CFCs) – $[ ] $ per year ▪ Additional Capital Gain Dividend Estimates – (First two included in core services) – $[ ] $ per additional estimate ▪ State tax returns - (First two included in core services) – $[ ] $ per additional return Tax Reporting – C-Corporations Federal Tax Returns ▪ Prepare corporate Book to tax calculation, average cost analysis and cost basis role forwards, and federal income tax returns for investment fund (Federal returns & 1099 Breakout Analysis) – $[ ] ▪ $ Prepare Federal and State extensions (If Applicable) – Included in the return fees ▪ Prepare provision estimates – $[ ] $ Per estimate State Tax Returns ▪ Prepare state income tax returns for funds and blocker entities – $[ ] $ per state return • − Sign state income tax returns – $[ ] $ per state return Assist in filing state income tax returns – Included with preparation of returns ▪ State tax notice consultative support and resolution – $[ ] per fund Fees are calculated pro rata and billed monthly Signature of Advisor on Next Page Advisor’s signature below acknowledges approval of the fee schedule on this Exhibit C Convergence Investment Partners D. Envestnet Asset Management, Inc By: /s/ Xxxxx Xxxxx Xxxxxxx X. Xxxxxxx Printed Name and Title: Xxxxx XxxxxXxxxxxx X. Xxxxxxx, PresidentPrincipal Director, Portfolio Management

Optional Tax Services. ▪ Prepare book-to-tax adjustments & Form 5471 for Controlled Foreign Corporations (CFCs) – $[ ] $ per year ▪ Additional Capital Gain Dividend Estimates – (First two included in core services) – $[ ] $ per additional estimate ▪ State tax returns - (First two included in core services) – $[ ] $ per additional return Tax Reporting – C-Corporations Federal Tax Returns ▪ Prepare corporate Book to tax calculation, average cost analysis and cost basis role forwards, and federal income tax returns for investment fund (Federal returns & 1099 Breakout Analysis) – $[ ] ▪ $ Prepare Federal and State extensions (If Applicable) – Included in the return fees ▪ Prepare provision estimates – $[ ] $ Per estimate State Tax Returns ▪ Prepare state income tax returns for funds and blocker entities – $[ ] $ per state return • − Sign state income tax returns – $[ ] $ per state return Assist in filing state income tax returns – Included with preparation of returns ▪ State tax notice consultative support and resolution – $[ ] per fund Fees are calculated pro rata and billed monthly Signature of Advisor on Next Page Advisor’s signature below acknowledges approval of the fee schedule on this Exhibit C Convergence Investment Partners D. Envestnet Asset Management, Inc By: /s/ Xxxxx Xxxxx Xxxxxxx X. Xxxxxxx Printed Name and Title: Xxxxx XxxxxXxxxxx X Xxxxxxx, PresidentPrincipal Director, Portfolio Management