A. Description of the Advisory Firm The Company, Inc. d/b/a Walkthrough (“Walkthrough” or the “Firm”), a Delaware corporation formed in August 2021. Benjamin Bartolome, Megan Valentine, and Eric Anderson are its principal owners. B. Types of Advisory Services Walkthrough provides non-discretionary investment management services to individuals (collectively, the “Clients” or individually as a “Client”). Walkthrough provides financial planning advice and encourages its Clients to make changes to save money, accomplish personal financial goals, and improve their financial well-being. Walkthrough maintains a website and mobile application to provide its services. The Firm provides an automated personal finance information management tool that allows Clients to track and organize their finances with relevant financial insights, including through aggregation of their financial account information (“Account Data”) from financial institutions and other third-party data sources Clients select and with whom Clients have a contractual relationship (“Third-Party Data Sources”). Advice is based on each Client’s financial situation evidenced by the Account Data that the Clients have linked through their Walkthrough account, and the information provided by Clients via questionnaire. Clients are responsible for the authenticity and entirety of the information provided via Account Data and questionnaire. The Firm requires Clients to electronically sign an advisory agreement or terms of service to receive investment advisory services. Clients will receive the Firm’s Form ADV, including the Brochure, Brochure Supplements,

and Privacy Policy through the Walkthrough website, Walkthrough App and/or other electronic communication. C. Client Tailored Services and Client Imposed Restrictions The same type of advisory services is available to all of the Firm’s Clients and is tailored to achieve the particular Client’s investment objectives. Clients will connect, integrate, or sync their Account Data with their Walkthrough account. Clients will submit a questionnaire concerning, among other things, their investment goals, risk parameters, and liquidity constraints. Based on the information received from Clients, Walkthrough will provide tailored guidance to help Clients reach their financial goals. Guidance is communicated by Walkthrough through materials posted in the Walkthrough app and/or Walkthrough website on various financial products. Walkthrough may refer Clients to third-party products or make recommendations on which financial products to use in order to help achieve each Client’s financial objectives. Ultimately, Clients are free to choose the products and issuers to use for their financial goals; Walkthrough does not make any decisions for the Clients. On an ongoing basis, the Firm will review the investment advice offered to ensure they meet specific criteria and warrant ongoing inclusion. In addition, the Firm will continually review the investment landscape to determine if other investments warrant inclusion. D. Wrap Fee Programs Walkthrough’s services are not offered through a wrap fee program. E. Amounts Under Management As of December 31, 2022, Walkthrough has $0 in regulatory assets under management.