A. Description of the Advisory Firm Inscription Capital, LLC (“Inscription” or the “Advisor”) is a limited liability company organized in the State of Delaware. Inscription became an investment advisory firm registered with the U.S. Securities and Exchange Commission (“SEC”) in February 2018. Inscription is wholly owned by Inscription Capital Holdings, LLC. The majority of Inscription Capital Holdings, LLC is owned by BEO Holdings, LLC. Stephan Farber, a Financial Advisor with Inscription, also conducts business under the “doing business as” name Sound Post Capital. All statements in this Disclosure Brochure, including those made in the present tense, describe the prospective business of Inscription. If you have any questions regarding the contents of this Disclosure Brochure, please contact the Advisor by telephone at (713) 673-8999 or by email at [email protected]. B. Types of Advisory Services Inscription provides holistic and personalized financial planning and discretionary and non-discretionary investment advisory services to individuals, including high net worth individuals, and entities, including, but not limited to, family offices, trusts, estates, and private foundations (each a “Client”). The Advisor serves as a fiduciary to Clients, as defined under the applicable laws and regulations. As a fiduciary, the Advisor upholds a duty of loyalty, fairness and good faith towards each Client and seeks to mitigate potential conflicts of interest. Our fiduciary commitment is further described in our Code of Ethics. For more information regarding our Code of Ethics, please see Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading. Financial Planning and Consulting Services Inscription provides a variety of comprehensive financial planning and consulting services to Clients. Such engagements can be part of the investment advisory engagement or pursuant to a separate engagement. Generally, such financial planning services will involve preparing a financial plan or rendering a financial consultation based on the Client’s financial goals and objectives. This planning or consulting can encompass one or more areas of need, including, but not limited to cash flow analysis, investment planning, retirement planning, estate planning, personal savings, educational savings, divorce planning, and other areas of a Client’s financial situation. A financial plan developed for or financial consultation rendered to the Client will typically include general recommendations for a course of activity or specific actions to be taken by the Client. For example, recommendations can be made that the Client start or revise their investment programs, commence or alter retirement savings, establish education savings and/or charitable giving programs. Inscription can recommend the services of itself and/or other professionals to implement its recommendations. Clients are advised that a conflict of interest exists if Inscription recommends its own services, as such a recommendation may increase the advisory fees paid to Inscription. The Client is under no obligation to act upon any of the recommendations made by Inscription under a financial planning or consulting engagement to engage the services of any such recommended professional, including Inscription itself. Investment Management Services In designing and implementing customized models and portfolio strategies, Inscription can manage, on a discretionary or nondiscretionary basis, a broad range of investment strategies and vehicles. Inscription primarily allocates Client assets among various mutual funds, exchange-traded funds (“ETFs”), structured products, options, alternative investments, and individual debt and equity securities in accordance with Clients’ stated investment objectives. In addition, Inscription can allocate Client assets among Digital assets, precious metals, private funds, private equity, closed-end funds, fixed-income, g securities, REITs, private debt, [CD + MMF, cash management], as appropriate given the clients risk tolerance and investment objectives. Inscription can further recommend to Clients that all or a portion of their investment portfolio be managed on a discretionary basis by one or more unaffiliated money managers or investment platforms (“External Managers”). On a case-by-case basis some Clients will be required to enter into a separate agreement with the External Manager(s), which will set forth the terms and conditions of the Client’s engagement of the External Manager, or will receive a Statement of Investment Selection in a single contract relationship. Inscription generally renders services to the Client relative to the discretionary selection of External Managers. Inscription also assists in establishing the Client’s investment objectives for the assets managed by External Managers, monitors and reviews the account[s] performance and defines any restrictions on the account[s]. The investment management fees charged by the designated External Managers, together with the fees charged by the corresponding designated qualified custodian of the Client’s assets, will in addition to, advisory fees charged by Inscription. Retirement Accounts – When the Advisor provides investment advice to Clients regarding ERISA retirement accounts or individual retirement accounts (“IRAs”), the Advisor is a fiduciary within the meaning of Title I of the Employee Retirement Income Security Act (“ERISA”) and/or the Internal Revenue Code (“IRC”), as applicable, which are laws governing retirement accounts. When deemed to be in the Client’s best interest, the Advisor will provide investment advice to a Client regarding a distribution from an ERISA retirement account or to roll over the assets to an IRA, or recommend a similar transaction including rollovers from one ERISA sponsored Plan to another, one IRA to another IRA, or from one type of account to another account (e.g. commission-based account to fee-based account). Such a recommendation creates a conflict of interest if the Advisor will earn a new (or increase its current) advisory fee as a result of the transaction. No client is under any obligation to roll over a retirement account to

an account managed by the Advisor. Commodities Pool Investment – Certain Advisory Persons are also associated persons of Quantor Capital LLC (“Quantor”), a commodity pool operator (NFA ID: 0503326) with the Commodity Futures Trading Commission (“CFTC”). As a part of the Advisor’s Investment Management Services, Advisory Persons can recommend that the Client invest a portion of their assets in Quantor Core Fund, LP, a commodities pool, which will be managed separately by Quantor. The Advisor will not have day-to-day investment supervision over the assets managed by Quantor. Clients are not obligated to implement commodities recommendations provided by the Advisor or its Advisory Persons. Please see Item 10 – Other Financial Industry Activities and Affiliations for additional information. Betterment Institutional Platform - Inscription can recommend that certain Clients implement their investment portfolios through Betterment Institutional, a division of Betterment LLC (herein “Betterment Institutional” or the “Investment Platform”). Betterment Institutional is what is often termed a “robo- advisor”, an online wealth management service that provides automated, algorithm-based portfolio management advice. Robo-advisors use technology to deliver similar services as traditional advisors, but generally only offer portfolio management and do not get involved in a Client’s personal situation, such as taxes and retirement or estate planning. Inscription chose to affiliate with Betterment Institutional due to the Investment Platform’s customized portfolio allocations, automated rebalancing, and competitive fees. Inscription utilizes Betterment Institutional as a complement to its services to provide cost effective investing coupled with personalized financial planning. To establish accounts with Betterment Institutional, the Client will also enter into one or more agreements with Betterment that provides the authority for discretionary investment management by the Investment Platform. Inscription remains the Client’s primary advisor and relationship contact and will select or construct a portfolio of ETFs and/or cash equivalents from the universe of investments included on the Investment Platform. Inscription will have the discretionary authority to instruct Betterment Institutional with respect to portfolio construction, asset allocation and other investment decisions, subject to the limitations described herein. Betterment Institutional will implement the portfolio and be responsible for the discretionary trading of the ETFs in the Client’s portfolio, including the purchase and sale of investments and the automatic rebalancing back to targets. Betterment Institutional utilizes between ten to twelve different ETF’s, representing various asset classes for the construction of investment portfolios. As discussed above, Inscription will work with each Client to select/construct a portfolio to meet the needs of the Client. The Client has limited ability to put restrictions on its accounts. The account[s] cannot contain investments that are not included in the Betterment Institutional universe of ETFs and cash equivalents. Betterment Institutional, under its discretionary authority, will automatically adjust and rebalance the Client’s accounts daily based on the drift tolerance established for the positions in the investment portfolio. The Advisor’s investment philosophy is long-term, but the Advisor may make such tactical overrides to take advantage of market pricing anomalies or strong market sectors. The Advisor does not actively trade in the Client’s account[s] and is limited to amending allocations once per account per trading day through Betterment Institutional, the Client should be aware of these potential disadvantages. For its services, Betterment Institutional will charge an asset-based fee that is in addition to the Advisor’s fee. Betterment Institutional’s fee includes the securities transaction fees for all trades. The Advisor will only receive its investment advisory fees as detailed in Item 5.A. below and does not share in any fees earned by Betterment Institutional. The Client, prior to entering into an agreement with the Investment Platform, will be provided with the Investment Platform's Form ADV Part 2A (or a brochure that makes the appropriate disclosures). Retirement Plan Advisory Services Inscription provides retirement plan advisory services on behalf of the retirement plans (each a “Plan”) and the company (the “Plan Sponsor”). The Advisor’s retirement plan advisory services are designed to assist the Plan Sponsor in meeting its fiduciary obligations to the Plan and its Plan Participants. Each engagement is customized to the needs of the Plan and Plan Sponsor. Services generally include:
• Vendor Analysis
• Plan Participant Enrollment and Education Tracking
• Investment Policy Statement (“IPS”) Design and Review
• Investment Oversight Services (ERISA 3(21)) and 3(38)
• Performance Reporting
• Ongoing Investment Recommendation and Assistance These services are provided by Inscription serving in the capacity as a fiduciary under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”). In accordance with ERISA Section 408(b)(2), the Plan Sponsor is provided with a written description of Inscription’s fiduciary status, the specific services to be rendered and all direct and indirect compensation the Advisor reasonably expects under the engagement. C. Client-Tailored Advisory Services Inscription provides portfolio management services using investment models designed to meet a variety of Client investment objectives. Client portfolios are managed on the basis of individual Clients’ financial situation and investment objectives. Clients can impose reasonable restrictions on the management of their accounts if Inscription determines, in its sole discretion, that the conditions would not materially impact the performance of a management strategy or prove overly burdensome for Inscription’s management efforts. D. Assets Under Management As of December 31, 2023 , Inscription manages $1,276,713,756 in client assets, $ 1,012,647,587.08 of which is managed on a discretionary basis and $ 264,066,168.86 on a non-discretionary basis.