Mayfield Advisors, Inc. (hereinafter “Mayfield”) has been providing advisory services since 2007. As of December 31, 2023, Mayfield managed $120,640,919 million on a discretionary basis. INVESTMENTMANAGEMENTSERVICES Mayfield manages investment portfolios for individuals, qualified retirement plans, trusts, and small businesses. Mayfield will work with the client to determine the client’s investment objectives and investor risk profile and will design a written investment policy statement. Mayfield evaluates the client’s existing investments with respect to the client’s investment policy statement. Mayfield works with new clients to develop a plan to transition from the client’s existing portfolio to the desired portfolio. Mayfield will then continuously monitor the client’s portfolio holdings and the overall asset allocation strategy and hold regular review meetings with the client regarding the account as necessary. Investment advice may be offered on any investment held by a client at the start of the advisory relationship. Recommendations for new investments will typically be limited to passively managed mutual funds, exchange-listed securities, United States government securities, municipal securities, and certificates of deposit. When appropriate to the needs of the client, Mayfield may recommend public real estate trusts (REITs) and commodities index funds for certain clients who desire to include real estate or commodities in their asset allocation strategy. Mayfield will typically create a portfolio of no-load mutual funds and exchange-traded funds (ETFs), and may use model portfolios if the models match the client’s investment policy. Mayfield will allocate the client’s assets among various investments taking into consideration the overall management style selected by the client. Mayfield primarily recommends portfolios consisting of mutual funds and ETFs offered by Dimensional Fund Advisors (DFA). DFA-sponsored mutual funds follow a passive asset class investment philosophy with low holdings turnover. Consequently, the DFA fund fees are generally lower than fees and expenses charged by other types of funds. Client portfolios may also include some individual equity securities. Mayfield manages mutual fund and equity portfolios on a discretionary basis. Mayfield may also recommend fixed income portfolios to advisory clients, which consist of individual bonds. Mayfield will request discretionary authority from advisory clients to manage fixed income portfolios, including the discretion to retain a third-party fixed income manager. Pursuant to its discretionary authority, Mayfield will retain a fixed income securities manager. The fixed income securities manager will be provided with the discretionary authority to invest client assets in fixed income securities consistent with the client’s Fixed Income Investment Policy Statement. The manager will also monitor the account for changes in credit ratings, security call provisions, and tax loss harvesting opportunities (to the extent that the manager is provided with cost basis information). The manager will obtain Mayfield’s consent prior to the sale of any client securities. On an ongoing basis, Mayfield will answer clients’ inquiries regarding their accounts and review periodically with clients the performance of their accounts. Mayfield will periodically, and at least annually, review client’s investment policy, risk profile and discuss the re-balancing of each client’s accounts to the extent appropriate. Mayfield will provide to investment manager any updated client financial information or account restrictions necessary for investment manager to provide sub-advisory services. EMPLOYEEBENEFITRETIREMENTPLANSERVICES Mayfield also provides advisory services to participant-directed employee retirement benefit plans. Mayfield will analyze the plan’s current investment platform, and assist the plan in creating an investment policy statement defining the types of investments to be offered and the restrictions that may be imposed. Mayfield will recommend investment options to achieve the plan’s objectives, provide participant education meetings, and monitor the performance of the plan’s investment vehicles. Mayfield will recommend changes in the plan’s investment vehicles as may be appropriate from time to

time. Mayfield generally will review the plan’s investment vehicles and investment policy as necessary. Mayfield has contracted with Buckingham Strategic Partners, LLC (BSP), formerly BAM Advisor Services, LLC, for employee benefit 401(k) retirement plan services, including administrative and marketing support, as well as BSP’s service as an ERISA 3(38) investment manager with full discretion for investment selection and monitoring. Retirement plan clients will engage both Mayfield and BSP. BSP provides additional discretionary investment management services and will exercise discretionary authority to select the plan investments made available to the plan participants by selecting and maintaining the plans’ investments according to the goals and investment objectives of the plans. Mayfield will work with plan sponsors to monitor plan investments, provide fiduciary plan advice including regular considerations of the goals and objectives of the plans, and provide participant education services to the plans. Mayfield will generally recommend a third-party administrator for plan administration, which may provide online bundled services and an opportunity for retirement plan sponsors to provide diversified portfolios for their participants along with daily account access, valuation and investment education. FINANCIALPLANNING Mayfield also provides advice in the form of a Financial Plan. Clients purchasing this service will receive a written report, providing the client with a detailed financial plan designed to achieve his or her stated financial goals and objectives. In general, the financial plan will address any or all of the following areas of concern:  Personal: Family records, budgeting, personal liability, estate information and financial goals.  Education: Education IRAs, financial aid, state savings plans, grants and general assistance in preparing to meet dependent’s continuing educational needs through development of an education plan.  Tax & Cash Flow: Income tax and spending analysis and planning for past, current and future years. Mayfield will illustrate the impact of various investments on a client's current income tax and future tax liability.  Death & Disability: Cash needs at death, income needs of surviving dependents, estate planning and disability income analysis.  Retirement: Analysis of current strategies and investment plans to help the client achieve his or her retirement goals.  Investments: Analysis of investment alternatives and their effect on a client's portfolio. Mayfield gathers required information through in-depth personal interviews. Information gathered includes a client's current financial status, future goals, and attitudes towards risk. Related documents supplied by the client are carefully reviewed, including a questionnaire completed by the client, and a written report is prepared. Should a client choose to implement the recommendations contained in the plan, Mayfield suggests the client work closely with his/her attorney, accountant, insurance agent, and/or stockbroker/investment adviser. Implementation of financial plan recommendations is entirely at the client's discretion. CONSULTING Clients can also receive investment advice on a more limited basis. This may include advice on only an isolated area(s) of concern such as estate planning, retirement planning, reviewing a client's existing portfolio, or any other specific topic. Mayfield also provides specific consultation and administrative services regarding investment and financial concerns of the client. Additionally, Mayfield provides advice on non-securities matters. Generally, this is in connection with the rendering of estate planning, insurance, and/or annuity advice. For California residents: Pursuant to California Rule 260.235.2, a conflict exists between the interests of this registrant or its associated persons and the interest of the client; the client is under no obligation to act upon this registrant's or associated person's recommendations; if the client elects to act on any of the recommendations, the client is under no obligation to effect the transaction through the registrant, or associated person when the person is an agent with a licensed broker-dealer or through any associate or affiliate of such person.