Integrity Investment Advisors, LLC was founded in 2010 as a Limited Liability Company organized in the state of Colorado. Integrity Investment Advisors, LLC is an independent investment advisor registered with the SEC and is majority-owned by Todd Moerman. Integrity Investment Advisors, LLC, also referred to as the "Company" or “Firm” offers the following advisory services. Integrity Investment Advisors, LLC offers Portfolio Management services by appointment only. Portfolio Management Portfolio Management includes portfolio design, ongoing investment monitoring, contingent rebalancing, portfolio data management and tax lot accounting, quarterly analysis, and as needed investment advice. This management is based on the methods and principles described broadly in Item 8. Integrity Investment Advisors, LLC consults with the client to determine their investment objectives and their need, ability, and willingness to take investment risk. We then design an asset allocation based on these parameters, recommend specific investment vehicles, and discuss the implementation process. Discretionary Authority - The client typically grants Integrity Investment Advisors, LLC discretionary authority to buy and sell securities and in most cases, deduct the management fee from their accounts. Clients may also place restrictions on the kinds of investments to be made. These restrictions must be in writing. See item 16. For ongoing monitoring, Integrity Investment Advisors, LLC reviews each client's portfolio at least quarterly and rebalances their agreed-upon allocation on a contingent basis. In general, contingent rebalancing relies on an event to trigger the process. That event is typically a cash deposit or withdrawal, a tax loss harvesting trade, or when a particular asset class deviates significantly from the intended target percentage as stated in the long-term investment objective. Rebalancing is also subject to the client's particular tax and risk circumstances. We believe the purpose of rebalancing is to maintain portfolio structure, not to enhance returns, and that performance is directly attributed to a client's exposure to risk. Rebalancing helps maintain consistent risk exposures over time. Assets Under Advisement, such as a client’s holdings in a hedge fund, private equity, or illiquid investments are not continuously overseen and managed by Integrity Investment Advisors and are only intermittently monitored. Integrity Investment Advisors, LLC maintains a client's portfolio data, including security information and prices, balances, transaction activity, and cost basis information. This data is reconciled on a continual basis with custodian data. Integrity Investment Advisors, LLC provides portfolio review software through a third-party vendor. This reporting includes a portfolio performance review, position performance review, asset allocation, consolidated view of holdings, holdings detail by account. Additionally, custom reports are available upon request, including reports designed to help a client with tax preparation and compliance. Company Sponsored 401k plans, Pension Plans and Profit-Sharing Plans Integrity Investment Advisors, LLC provides consulting services to small / medium sized 401k plans, Pension Plans and Profit-Sharing

Plans. Integrity Investment Advisors, LLC is a limited scope “fiduciary” to the plan as that term is defined under Section 3(21) of ERISA. Except for any assets contained within any specific asset allocation programs devised by Integrity Investment Advisors, LLC, Integrity Investment Advisors, LLC does not possess or exercise any discretionary authority over the plan or any of its investment assets. Moreover, Integrity Investment Advisors, LLC fiduciary duty does not, and will not, extend to a participant’s investment decision making process as to how he/she chooses to allocate any portion of his/her plan assets among any plan investments, including (to the extent applicable) Integrity Investment Advisors, LLC investment programs, it being understood that the participant retains all such investment decision making authority and responsibility. Corporations, LLCs, and Trusts Integrity Investment Advisors, LLC provides consulting services and/or portfolio management services to Corporations, LLCs, and Trusts. Financial Planning Integrity Investment Advisors, LLC provides financial planning services to clients receiving investment management, and we also provide stand-alone financial planning engagements. The firm may provide Clients consulting services for special projects for individuals/ family offices. These projects are billed separately from any investment management or oversight fee and based on the service, time, and complexity of the engagement. Assets Under Management As of December 31, 2023, Integrity Investment Advisors managed approximately $81,815,119 in client assets on a discretionary basis and $22,677,014 on a non-discretionary basis. We also provide consulting services for assets that are not continuously managed but that are monitored on an intermittent basis only. These assets consist of accounts where the Firm only provides 3(21) type services to a retirement plan, and client’s holdings in private equity, hedge funds, restricted stock, or other non-liquid investments. The Firm’s oversight to these accounts does not meet the definition of regulatory assets under management because we do not provide continuous and regular supervisory or management services to these assets. When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours. Under this special rule’s provisions, we must: o Meet a professional standard of care when making investment recommendations (give prudent advice); o Never put our financial interests ahead of yours when making recommendations (give loyal advice); o Avoid misleading statements about conflicts of interest, fees, and investments; o Follow policies and procedures designed to ensure that we give advice that is in your best interest; o Charge no more than is reasonable for our services; and o Give you information about conflicts of interest.