A. Description of the Advisory Firm Blue Sky Wealth Partners, LLC (hereinafter “Blue Sky Wealth”) is a Limited Liability Company organized in Delaware. The firm was formed in November 2020, and the principal owner is Erico de Souza Malamud. B. Types of Advisory Services Portfolio Management Services Blue Sky Wealth offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. Blue Sky Wealth creates an Investment Policy Statement for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels) and then constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. Portfolio management services include, but are not limited to, the following: • Investment strategy • Personal investment policy • Asset allocation • Asset selection • Risk tolerance • Regular portfolio monitoring Blue Sky Wealth evaluates the current investments of each client with respect to their risk tolerance levels and time horizon. Blue Sky Wealth will request discretionary authority from clients in order to select securities and execute transactions without permission from the client prior to each transaction. Risk tolerance levels are documented in the Investment Policy Statement, which is given to each client. Blue Sky Wealth seeks to provide that investment decisions are made in accordance with the fiduciary duties owed to its accounts and without consideration of Blue Sky Wealth’s economic, investment or other financial interests. To meet its fiduciary obligations, Blue Sky Wealth attempts to avoid, among other things, investment or trading practices that systematically advantage or disadvantage certain client portfolios, and accordingly, Blue Sky Wealth’s policy is to seek fair and equitable allocation of investment opportunities/transactions among its clients to avoid favoring one client over another over time. It is Blue Sky Wealth’s policy to allocate investment opportunities and transactions it identifies

as being appropriate and prudent, including initial public offerings ("IPOs") and other investment opportunities that might have a limited supply, among its clients on a fair and equitable basis over time. Services Limited to Specific Types of Investments Blue Sky Wealth generally limits its investment advice to mutual funds, fixed income securities, real estate funds (including REITs), equities, ETFs (including ETFs in the gold and precious metal sectors), treasury inflation protected/inflation linked bonds and non- U.S. securities, although Blue Sky Wealth primarily recommends balanced portfolios - that might use leveraged ETFs to enhance returns. Blue Sky Wealth may use other securities as well to help diversify a portfolio when applicable. C. Client Tailored Services and Client Imposed Restrictions Blue Sky Wealth will tailor a program for each individual client. This will include an interview session to get to know the client’s specific needs and requirements as well as a plan that will be executed by Blue Sky Wealth on behalf of the client. Blue Sky Wealth may use model allocations together with a specific set of recommendations for each client based on their personal restrictions, needs, and targets. Clients may impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs. However, if the restrictions prevent Blue Sky Wealth from properly servicing the client account, or if the restrictions would require Blue Sky Wealth to deviate from its standard suite of services, Blue Sky Wealth reserves the right to end the relationship. D. 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 other administrative fees. Blue Sky Wealth does not participate in any wrap fee programs. E. Assets Under Management Blue Sky Wealth has the following assets under management: Discretionary Amounts: Non-discretionary Amounts: Date Calculated: $ 3,950,000.00 $0.00 December 2022