A. Firm Information Figure 8 Investment Strategies LLC (“Figure 8” or the “Advisor”) is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”). Figure 8 is organized as a limited liability company (“LLC”) under the laws of Idaho and is a Certified B Corporation. Figure 8 was founded in 2016 by Lisa M. Cooper CFP®, CFA® (Chief Executive Officer and Chief Compliance Officer) with a mission to deliver financial prosperity and intentional social impact to clients. Figure 8 is owned by its employees: Lisa M. Cooper (majority owner), Ahmed Aljuboori, and Travis Stright. This Disclosure Brochure provides information regarding the qualifications, business practices, and advisory services provided by Figure 8. B. Advisory Services Offered Figure 8 is dedicated to sustainable, responsible, and impact investing, and offers investment management, financial planning, and advising to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations or other businesses (each referred to as a “Client”). Figure 8 serves as a fiduciary to Clients, as defined under the applicable laws and regulations. As such, each recommendation made as part of the advisory services is based on the belief that the recommendation is in the Client's best interest. Figure 8’s fiduciary commitment to each Client is further described in the Advisor’s 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. Comprehensive Investment Management Services Figure 8 may provide Clients with comprehensive investment management services, which combine ongoing investment management with personalized financial planning and advice. Figure 8 may also provide investment management as a stand-alone service, typically for Clients with a separate external investment advisory relationship for financial planning and advice. Figure 8 offers stand-alone financial planning services to those not engaged as ongoing Clients on a selective basis only. These services are described below. Investment Management Services Figure 8 specializes in building and managing investment portfolios designed to meet each Client’s financial goals and social impact objectives. Every Client relationship begins with an interview and questionnaire to learn about the Client’s unique financial situation and identify specific needs and goals. This provides the basis for investment strategies and policies that will 5 be executed by Figure 8 on behalf of the Client. Investment management and other services are personalized for each Client based on risk tolerance as well as time horizon, income needs, tax considerations, social impact goals, and other financial planning considerations. These factors serve as inputs for Figure 8 to develop asset allocation targets and guidelines for each Client. Figure 8 Client portfolios may include individual stocks and bonds, mutual funds, exchange- traded funds (“ETFs”), Real Estate Investment Trusts (“REITS”) and private placements to meet the needs of its Clients. Figure 8 may retain certain legacy investments based on portfolio fit and/or tax considerations. Figure 8 may use “model portfolios” together with a specific set of recommendations for each Client based on individual values, needs and objectives. Figure 8 evaluates and selects investments for inclusion in Client portfolios only after applying its internal due diligence process. Figure 8 may recommend, on occasion, redistributing investment allocations to diversify the portfolio. Figure 8 may recommend specific positions to increase sector or asset class weightings. Figure 8 may recommend selling positions for reasons that include, but are not limited to, harvesting capital gains or losses, business or sector risk exposure to a specific security or class of securities, overvaluation or overweighting of the position[s] in the portfolio, deterioration of the environmental, social or governance (ESG) performance of the underlying business, change in risk tolerance of the Client, generating cash to meet Client needs, or any risk deemed unacceptable for the Client’s risk tolerance. Figure 8’s investment approach is primarily long-term focused, but Figure 8 may buy, sell or re- allocate positions that have been held for less than one year to meet the objectives of the Client or due to market conditions. Figure 8 will construct, implement and monitor the portfolio to ensure it meets the goals, objectives, circumstances, and risk tolerance agreed to by the Client. Each Client will have the opportunity to place reasonable restrictions on the types of investments to be held in their respective portfolio, subject to acceptance by Figure 8. At no time will Figure 8 accept or maintain custody of a Client’s funds or securities, except for the limited authority as outlined in Item 15 – Custody. All Client assets will be managed within their designated account at the Custodian, pursuant to the terms of the advisory agreement. Please see Item 12 – Brokerage Practices. Figure 8 offers Equity and Balanced Account Strategies that integrate Environmental, Social & Governance (ESG) factors with traditional financial analysis. Balanced Account Strategies are offered across three primary allocations — Growth, Moderate, and Conservative - to meet a range of risk and return objectives. Across strategies, Figure 8 seeks to integrate thematic impact opportunities -- to invest in solutions designed to combat climate change, improve water and energy use, bring education and employment opportunities to underserved populations, boost community economic development and create more equitable outcomes around the world – where those investments fit with each Client’s financial goals and risk tolerance. 6 The Figure 8 Global Equity Strategy is a diversified portfolio of stocks designed to serve as the core of many of Client investment portfolios and is also available as a separate strategy for Clients seeking active sustainability-focused equity management. The strategy employs a growth-at-a-reasonable-price discipline, integrates analysis of ESG factors, and seeks to deliver competitive risk-adjusted investment returns over the long term. The strategy invests in individual US and non-US (ADR) equities, diversified across sectors and selected based on fundamental analysis of long-term earnings growth, management quality and vision, financial strength, and material ESG drivers. Additionally, the Figure 8 Global Equity Strategy seeks investment opportunities aligned with macro themes around health and wellness, the changing climate, resource management, research and innovation, education and employment, wealth distribution,

and economic development. The strategy seeks to avoid exposure to fossil fuel production, tobacco, guns and other weapons, worker exploitation, egregious pollution, and the private prison system. Figure 8’s Fixed Income Strategy seeks to provide portfolio stability and income and focuses on high-quality investment-grade government, corporate, and municipal bonds. The strategy may also incorporate impact-focused instruments including green bonds, sustainability bonds, and social impact bonds, and securities issued by Community Development Financial Institutions (CDFIs), and other entities providing capital specifically for economic development and small business formation across low income and rural communities, organic and regenerative agriculture, the build-out of renewable energy and sustainable infrastructure, watershed protection, access to healthcare, and affordable housing. Clients may apply specific restrictions in investing in certain securities or types of securities in accordance with their values or beliefs. Figure 8 applies avoidance screens to Client portfolios on a best-efforts basis. In most cases, Figure 8 applies avoidance screens in a way it believes will not damage investment disciplines or have a significant negative impact on investment returns. However, where Figure 8 believes certain avoidance screens may impact investment opportunities and/or portfolio performance, Figure 8 will work Clients to explain the trade-offs and document Client-specified priorities. Financial Planning and Consulting Services Figure 8 will typically provide a variety of financial planning and consulting services to Clients as part of its comprehensive investment management services. Figure 8 offers stand-alone financial planning services to those not engaged as ongoing Clients on a selective basis only. Financial planning services are delivered pursuant to a written financial planning agreement Services are offered in several areas of a Client’s financial situation, depending on their goals and objectives. Generally, such financial planning services involve preparing a formal financial plan or rendering a specific financial consultation based on the Client’s financial goals and objectives. This planning or consulting may encompass one or more areas of need, including but not limited to, investment planning, retirement planning, personal savings, education savings, tax 7 planning, philanthropic strategy, estate planning, and other areas of a Client’s financial situation. A financial plan developed for or financial consultation rendered to the Client will usually include general recommendations for a course of activity or specific actions to be taken by the Client. For example, recommendations may be made that the Client start or revise their investment programs, commence or alter retirement savings, establish education savings and/or charitable giving programs. Figure 8 may also refer Clients to an accountant, attorney or another specialist, as appropriate for their unique situation. For certain financial planning engagements, Figure 8 will provide a written summary of the Client’s financial situation, observations, and recommendations. For consulting or ad-hoc engagements, Figure 8 may not provide a written summary. Plans or consultations are typically completed within six months of contract date, assuming all information and documents requested are provided promptly. Time frames may vary based on the specifics of each engagement. Financial planning and consulting recommendations pose a conflict between the interests of Figure 8 and the interests of the Client. For example, the Advisor has an incentive to recommend that Clients engage Figure 8 for investment management services or to increase the level of investment assets with Figure 8, as it would increase the amount of advisory fees paid to Figure 8. Clients are not obligated to implement any recommendations made by Figure 8 or maintain an ongoing relationship with Figure 8. If the Client elects to act on any of the recommendations made by Figure 8, the Client is under no obligation to implement the transaction[s] through Figure 8. Educational Seminars and Workshops Figure 8 provides educational seminars and workshops for “emerging investors” – that is, individuals and families new to investing and financial planning – on topics that may include how to get started investing, ways to save for retirement, investment basics (asset classes, allocations, time value of money, etc.) and ways to invest for impact. In addition, Figure 8 provides educational seminars and workshops for both new and experienced investors on subjects related to planning and investing for social and environmental impact. Specific topics may include financial planning for a changing climate, ways to help repair the racial economic injustices of the past, and impactful charitable giving strategies. These seminars and workshops engagements are educational in nature and typically do not involve the sale of investment products. The information presented in these general sessions will not be based on any one person’s need. In cases where Figure 8 does provide individualized 8 investment advice to attendees as part of a workshop, there will be a specific contract issued for those services. C. Client Account Management Prior to engaging Figure 8 to provide investment advisory services, each Client is required to enter into one or more agreements with Figure 8 that define the terms, conditions, authority and responsibilities of Figure 8 and the Client. These services may include:
• Establishing an Investment Strategy – Figure 8, in connection with the Client, will develop an investment strategy that seeks to achieve the Client’s investment goals and objectives, and document this strategy in a written Investment Policy Statement.
• Asset Allocation – Figure 8 will develop a strategic asset allocation that is targeted to meet the investment objectives, time horizon, financial situation and tolerance for risk of each Client.
• Portfolio Construction – Figure 8 will develop a portfolio for the Client that is intended to meet the stated goals and objectives of the Client.
• Investment Management and Supervision – Figure 8 will provide investment management and ongoing oversight of the Client’s investment portfolio. D. Wrap Fee Programs Figure 8 does not manage or place Client assets into a wrap fee program. Investment management services are provided directly by Figure 8. E. Assets Under Management As of December 31, 2023, Figure 8 manages $166,423,863 in Client assets, all of which are managed on a discretionary basis. Clients may request more current information at any time by contacting Figure 8. 9