ITEM 5 – ADDITIONAL COMPENSATION .............................................................................................................................. 2 ITEM 6 – SUPERVISION ....................................................................................................................................................... 2 STEPHEN MUSSER (CRD# 24119967) ................................................................................................................................... 1 ITEM 2 – EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE ................................................................................... 2 ITEM 3 – DISCIPLINARY INFORMATION ............................................................................................................................... 2 ITEM 5 – ADDITIONAL COMPENSATION .............................................................................................................................. 2 ITEM 6 – SUPERVISION ....................................................................................................................................................... 2 Description of Advisory Firm Legacy Bridge Private Family Offices was founded by Mike Zuendel (as a 99% owner through the Michael T. Zuendel Revocable Trust) and Tim Kadlec in 2015 with the goal of serving as a significant partner to high-net-worth families and individuals. Many affluent families have established private financial organizations, known as family offices, to manage their collective family wealth. Family offices have often found synergy and success through their application of purposeful investing of assets, sophisticated administrative assistance, investment planning and evaluation, and a broad range of integrated financial and personalized services. Mike Zuendel remains the principal owner. Legacy Bridge’s Private Family Offices are designed to act as the family office by becoming an integral part of the investment planning, evaluation, and implementation process. We typically

manage client assets on a fully discretionary basis. Our service is driven solely by each family’s unique needs, desires and priorities. Description of Advisory Services Offered Investment Management Services With respect to the management of private family wealth, Legacy Bridge Private Family Offices will develop an Investment Objective and an asset allocation plan. Both are designed to help generate long-term results, while minimizing investment volatility through efficient diversification. Investment portfolios are generally managed to include multiple asset classes and investment strategies that do not correlate perfectly with one another, thereby increasing diversification attributes. Private Family Office Services Legacy Bridge Private Family Offices provides customized office services, so our clients have time to live life more fully. Our clients require a high level of administrative support. We expect our clients to lean on our team to handle their day to day needs and help manage resolution of family complexities.  Consult with attorneys, CPAs and other professional advisers  Streamline Financial Reporting  Customized Reporting  Strategic philanthropic planning  Oversight of complex trusts, LLCs and partnerships  Record keeping and organization, including wills, trusts, tax returns, legal business documents, real estate titles, and more.  Consolidated performance reporting of non-managed assets  Bill-pay services, which may include reconciling credit card receipts, communicating with accountants, charitable donation summaries, etc.  Organizing and providing tax-related information to accountants, attending meetings with other professional advisors, preparing for family meetings and follow-up items, cash flow and expense reports, etc.  Large purchase consultation  Comprehensive plans for our family clients now, and into the future  Coordinate family meetings  Consulting Services – Legacy Bridge also provides client consulting on a limited basis or on an isolated area of concern Some services may require a special written agreement between the client and Legacy Bridge Private Family Offices. The scope of our services and the fees associated with the engagement are disclosed in that agreement. Wrap-Fee Programs Legacy Bridge Private Family Offices does not participate in wrap-fee programs. Client Assets Under Management Legacy Bridge Private Family Offices’ regulatory assets under management and assets under advisement as of December 31, 2023, are: Discretionary Assets Under Management: $286,508,635 Non-Discretionary Assets Under Management: $0