ITEM 5 - ADDITIONAL COMPENSATION .................................................................................................... ii ITEM 6 - SUPERVISION .............................................................................................................................. ii PRIVACY INFORMATION .................................................................................................................... A BluePrint Investing LLC Brochure Supplement Revised May 22, 2023 6 Description of Advisory Firm BluePrint Investing LLC (“BluePrint”) is a Limited Liability Company formed under the laws of the State of California. This firm has been in business since 2009 and is owned by Robert Sung-Bum Lee. Fiduciary Duty Registered investment advisers are considered fiduciaries under federal law. Our fiduciary duty carries with it an obligation to act in the best interest of our clients pursuant to a relationship of trust and confidence. It encompasses a duty of care and a duty of loyalty. Duty of Care The duty of care includes, among other things: 1. the duty to provide advice that is in the best interest of the client; 2. the duty to seek best execution of a client’s transactions where the adviser has the responsibility to select broker-dealers to execute client trades; and 3. the duty to provide advice and monitoring over the course of the relationship. The duty to provide advice suitable to each client based on a reasonable understanding of the client’s objectives is a critical component of the duty of care. Providing suitable advice includes making a reasonable inquiry into the client’s financial situation, investment experience, and financial goals and then updating this information as necessary throughout the course of the relationship to reflect the client’s changing objectives over time and adjusting the advice we provide to reflect any changed circumstances. When BluePrint has the responsibility to select broker-dealers to execute client trades in discretionary accounts, we seek to trade such that the client’s total cost or proceeds in each transaction are the most favorable under the circumstances. In doing so, we consider the full range and quality of a broker’s services and so the determinative factor is not necessarily the lowest possible commission cost but whether the transaction represents the best qualitative execution. Moreover, we periodically and systematically evaluate the execution we receive on behalf of our clients. Our duty of care includes an obligation to provide advice and monitoring at a frequency that is in the best interest of the client, taking into account the scope of the agreed relationship. This scope is indicated by the duration and nature of the services as outlined in each client’s advisory arrangement and extends to all personalized advice provided to clients. Duty of Loyalty BluePrint adheres to a duty of loyalty where we seek to serve the best interests of our clients and never subordinate the interests of our clients to our own. Simply put, BluePrint cannot place its own interests ahead of the interests of our clients. In observance of this duty, we must make full and fair disclosure to clients of all material facts relating to the advisory relationship. Further, we also seek to eliminate or at least expose through full and fair disclosure all conflicts of interest which might incline BluePrint, consciously or unconsciously, to render advice that is not disinterested. We believe that in order for disclosure to be full and fair, it should be sufficiently specific so that each client is able to understand the BluePrint Investing LLC Brochure Supplement Revised May 22, 2023 7 material fact or conflict of interest and make an informed decision whether to provide consent. Consequently, we provide this ADV 2A brochure to all prospective clients at or before entering into a contract so that they can use the information within to decide whether or not to enter into an advisory relationship. Advisory Services Offered BluePrint offers wealth management services to advisory clients. BluePrint employs a consultative process to identify a client’s financial circumstances and goals. BluePrint will consult with clients to help them determine an appropriate level of portfolio risk based on their needs, investment goals, and willingness and ability to accept market risk. After considering these factors and general suitability information provided by the client, BluePrint will propose an asset allocation strategy. BluePrint will then discuss with the client to determine the final asset allocation. BluePrint will implement asset allocation strategies with index funds, mutual funds, exchange-traded funds ("ETFs"), money market funds, and/or other securities. Once the portfolio is constructed, BluePrint monitors and manages the investments on a discretionary basis as changes in market conditions and client circumstances may require. BluePrint may also occasionally utilize additional types of investments if they are appropriate to address

the individual needs, goals, and objectives of the client or in response to client inquiry or direction. When we believe it to be suitable, BluePrint may recommend investments in private funds (hereafter “private funds”) on a non-discretionary basis to certain high net-worth clients. For non-discretionary positions in private funds, we will evaluate, select, and oversee the fund managers and monitor fund performance in an effort to determine whether we believe that ongoing investment remains prudent for each participating BluePrint client. BluePrint may offer investment advice on any investment held by the client at the start of the advisory relationship. BluePrint performs continuous and regular account supervision generally on a discretionary basis. Accordingly, BluePrint will be authorized to perform various functions, at the client's expense, without further approval from the client. Such functions will include the determination of the type and/or amount of securities to be purchased or sold and when applicable, the ongoing monitoring of sub- advisers that we utilize to manage some client accounts (see further information regarding sub-advisers in this item, below). We discuss our discretionary authority below under Item 16 - Investment Discretion. For more information about the restrictions clients can put on their accounts, see Tailored Services and Client Imposed Restrictions in this item below. We describe the fees charged for investment management services below under Item 5 - Fees and Compensation. BluePrint does not offer financial planning services on a standalone basis. We generally offer financial planning advice to our investment management clients, at no additional charge. This may include advice regarding the investment, management, and use of financial resources based upon an assessment of a client’s individual situation and goals. BluePrint does not provide legal or accounting services and does not prepare legal documents or tax returns. BluePrint Investing LLC Brochure Supplement Revised May 22, 2023 8 Sub-Advisory Services In certain situations, and in close consultation with the client, BluePrint utilizes independent third-party investment advisers (sub-advisers) to manage all or a portion of a client’s assets. In these instances, BluePrint will oversee the investment decisions and allocation for each account designated to be managed by the sub-adviser but will not otherwise determine which securities should be invested, reinvested, or held un-invested in cash in accordance with a client’s particular objectives. BluePrint may hire and terminate sub-advisers subject to its discretionary authority in the client agreement; the client does not sign a separate agreement with the sub-adviser. BluePrint will deliver at the time of engagement and thereafter updating or revising as necessary a copy of the client’s investment guidelines, which sub-adviser is instructed to rely upon to perform its sub-advisory services. When third- party managers are utilized, BluePrint will deliver at the time of engagement and thereafter updating or revising as necessary a copy of each sub-adviser’s ADV 2A Brochure and applicable 2B Supplements. Limitations on Investments There may be limitations on the mutual funds that we recommend. All clients establish brokerage accounts with Schwab Advisor Services™, a division of Charles Schwab & Co., Inc. (“Schwab”), registered broker-dealer, Member SIPC. BluePrint is limited to selecting the mutual funds available through Schwab. Non-Managed Assets At its discretion, BluePrint may offer securities trading activities for cash and securities in a client’s non- managed account and/or specific assets designated as non-managed within a managed account, acting as an intermediary between the client and the custodian of the non-managed account. We are not responsible for providing investment advice regarding a client’s non-managed assets or for providing opinions as to the merits of any securities in non-managed accounts. We are also not responsible for making any judgments as to the appropriateness of assumed risk or suitability of any non-managed investment given the client’s situation. BluePrint does not charge a fee on non-managed assets. Tailored Services and Client Imposed Restrictions BluePrint offers the same suite of services to all of its clients. However, specific client investment portfolios and their implementation are dependent upon the client’s Investment Policy Statement which outlines each client’s current situation and is used to construct a client specific plan to aid in the selection of a portfolio that matches restrictions, needs, and targets. At our discretion, we allow certain clients to put certain restrictions on certain securities that are held in portfolio. Wrap Fee Programs BluePrint does not manage accounts as part of a wrap or bundled fee program. Assets Under Management BluePrint manages client assets in discretionary accounts on a continuous and regular basis. As of January 18, 2023, the total amount of assets under our management was $267,360,206. BluePrint Investing LLC Brochure Supplement Revised May 22, 2023 9