A. Description of the Advisory Firm Safira Wealth Management LLC, a Delaware limited liability company (“Safira”), is an investment adviser registered with the United States Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940 (the “Advisers Act”). Please note that registration with the SEC does not imply a certain level of skill or training. Safira was formed to serve individuals and high net worth individuals. Safira was established on September 1, 2017, and is owned by Vichia Capital LLC (50%) and His Grace Group, LLC (50%). B. Financial Advisory Services Safira offers comprehensive portfolio management, financial planning and investment management services for a fee. We also provide non-discretionary investment management services on a limited basis. Clients pay us investment advisory fees based on fee schedules as described in Item 5 and also may pay us performance fees if the client’s net worth or assets under management by us meet certain dollar thresholds. Clients may impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors. Investment portfolios are built with carefully selected investments based on, among other things, the client’s income, other cash flow considerations, liquidity considerations, tax considerations, risk tolerance, and time horizon. Financial planning and investment advisory services include, but are not limited to, the following: • Design and implementation of a comprehensive financial plan • Custom Investment Policy Statement (IPS) • Estate Planning • Philanthropic objectives and implementation • Asset allocation analysis • Cash flow planning • Portfolio construction • Tax planning • Retirement planning • Security analysis • Performance reporting Safira evaluates the current investments of each client with respect to their risk tolerance levels and time horizon. Risk tolerance levels are documented in the Investment Policy Statement, which is given to each client. Financial Planning Safira offers financial planning services for clients as requested by the client, which may include, but is not limited to: financial planning, tax considerations, investment analysis, insurance analysis, retirement planning, and estate planning. The content of the plan, frequency

the plan is evaluated, presentation of the plan, and form of the presentation varies among clients. Financial planning is an evaluation of a client’s current and future financial state, using currently known variables to predict future cash flows, asset values and withdrawal plans. Plans are based on the client’s individual situation and may include the client’s current financial status, tax status, future goals, return objectives, and attitudes towards risk. Services Limited to Specific Types of Investments Safira does not limit its investment management services to any specific product or investment vehicle and may use, without limitation, mutual funds, stocks, bonds, exchange traded funds, closed end funds, futures, options, structured products, annuities, hedge funds, real estate investment trusts, and government securities. Because some types of investments involve certain additional degrees of risk, they will only be implemented when consistent with the client’s stated investment objectives, tolerance for risk, liquidity and suitability. Portfolio Management Safira provides continuous advice to a client concerning the investment of the client’s funds based on the client’s individual needs and circumstances. Based on information learned from the client, we develop a personal investment policy for the client and manage a portfolio based on that policy. The policy considers the client’s individual objectives, time horizon, risk tolerance, liquidity needs, prior investment history and personal situation. C. Client Tailored Services and Client Imposed Restrictions Safira provides investment management services in accordance with clients’ investment guidelines. We accept investment restrictions from clients if the restrictions do not hinder our ability to execute our investment strategies. In some cases, we may provide investment guidance to clients on a non-discretionary basis with the client making final investment decisions. D. Wrap Fee Programs Safira does not participate in any wrap fee programs. A wrap fee program is an investment program where the investor pays one stated fee that includes management fees, transaction costs, fund expenses, and any other administrative fees. E. Amounts Under Management As of March 28, 2024, Safira has no assets under management.