Springboard Asset Management LLC (“Springboard”) is a fee‐only investment management and financial planning firm founded in 2010. Its principal owners are Charles M. Green, CFP® and Rebecca D. Green, CFP®. Charles has been in the investment management and financial planning business since 1989 and Rebecca since 1997. The firm is registered with the Securities & Exchange Commission (“SEC”) Investment Management Services Springboard provides investment management services customized to the individual needs of each client. Through personal discussions, Springboard assists the client in developing goals and objectives. Springboard then develops a client’s personal investment policy, creates a portfolio based on that policy and gives continuous investment advice to the client. Portfolio management is guided by the stated objectives of the client. Springboard manages a portfolio consisting of one or all of the following:  Cash and Cash Equivalents including money market funds and short term bank certificates of deposit  Fixed Income (bond mutual funds, exchange traded funds, individual bonds, and/or bank certificates of deposit) which may include U.S. government and agency, municipal, international, inflation protected and corporate bonds  U.S. large, mid/small growth and value equities (stock mutual funds, exchange traded funds and/or individual stocks)  International large, mid/small growth and value equities and emerging markets equities (stock mutual funds, exchange trades funds and/or individual stocks)  Real assets (REIT and/or real asset mutual funds or exchange traded

funds). Springboard allocates the client’s assets among various investments in accordance with the client’s Investment Policy Statement. Portfolio weighting among funds and asset classes will be determined by each client’s individual needs and circumstances. Clients will have the opportunity to place reasonable restrictions on the types of investments which will be made on the client’s behalf. Clients will retain individual ownership of all securities. Financial Planning Personal financial planning includes informal consultations, segmented plans and comprehensive plans. The planning process involves interviews with the client, a review of pertinent documents and, if engaged to do so, the preparation of a written plan based on the client’s goals and objectives. A comprehensive plan consists of the following where applicable:  Clarifying and prioritizing goals  Cash management  Retirement planning  Education planning  Risk management  Estate planning  Investment planning Springboard gathers information from new clients through in‐depth personal interviews and, in most cases, a completed client questionnaire. Information gathered includes a client’s future goals, current financial situation, and attitudes towards risk. All information supplied by the client, including any supplemental documents, is reviewed and analyzed. Financial planning will often involve a team approach including professional advisers such as insurance agents, attorneys and CPAs. The client has complete discretion to implement some or all of the plan’s recommendations.