Fundify is an SEC registered investment adviser that was formed in Delaware in January 2022. Fundify is principally owned by Fundify, Inc. (the “Fundify Parent”). Fundify Parent is principally owned by Joshua Chodniewicz. Fundify provides web-based discretionary investment advisory services to clients (each a “Client,” and collectively, “Clients”) through Fundify’s interactive mobile application and/or website (together, the “Fundify Platform”). Fundify interacts with its Clients predominantly through a software application that is available through the Fundify Platform and the Firm’s advisory services are delivered solely through the Fundify Platform. Fundify does not provide investment advice in person or over the phone or in any manner other than through the Fundify Platform. Fundify primarily advises Clients on investments in pre-initial public offering (“IPO”) companies, recommending each Client a portfolio (“Portfolio”) of securities issued by pre- seed, seed, early stage, and later stage private companies (“Portfolio Investments”). Fundify recommends Portfolios based on its proprietary due diligence process, investment thesis, and investment selection algorithm. Portfolio Investments include (but are not limited to) preferred and common equity, debt instruments (such as convertible loans), and other investments (such as Simple Agreements for Future Equity or “SAFEs”), either directly through the applicable issuer or an associated crowdfunding vehicle. Portfolio Investments are generally offered through third-party and affiliated crowdfunding portals and platforms and generally rely on exemptions from registration pursuant to Regulation D, Regulation CF (Crowdfunding), and Regulation A. Fundify implements the Portfolio on an initial and ongoing basis by purchasing and selling Portfolio Investments in the Client’s account (“Fundify Account”) through third-party and affiliated crowdfunding portals and platforms and by purchasing securities directly from issuers. To facilitate this, Clients grant Fundify discretionary authority to manage assets on their behalf. Such discretionary trading authority permits Fundify

to buy and sell securities without the Clients’ prior approval and consent. At the outset of the advisory relationship, Clients provide Fundify information about their financial situation, investment horizon, and risk profile, among other factors (“Investment Needs”) through a Client Profile on the Fundify Platform (“Client Profile”). Fundify then recommends each Client a Portfolio consisting of Portfolio Investments. Fundify then implements the Portfolio by purchasing recommended Portfolio Investments from both affiliated and non-affiliated funding portals and platforms and directly from issuers. As Clients make additional deposits into or withdrawals from their Fundify Accounts, the corresponding transactions made by Fundify is designed to rebalance the account toward the target allocation of the Portfolio, as determined by the Client’s Investment Needs. Clients may impose on the investment recommendation(s) by Fundify as specified in the platform. To engage Fundify, prospective Clients are required to enter into an investment advisory agreement with Fundify (“Investment Advisory Agreement”), which discusses the services they will receive, Fundify’s fees, and the conditions of their relationship with Fundify. The advisory relationship between Fundify and a Client begins upon the effective date of the Investment Advisory Agreement with the Client. Any preliminary information provided to a prospective Client before the effective date of the Investment Advisory Agreement does not constitute investment advice under the Investment Advisers Act of 1940, as amended (the “Advisers Act”), and should not be relied on as such. Fundify does not provide comprehensive financial or tax planning or legal advice, and Clients are advised and afforded the opportunity to seek the advice and counsel of the Client’s own tax, financial, and legal advisers. Fundify’s services are not a complete investment program and Clients should not use it as the sole component of their investment plan. Fundify does not offer a Wrap Fee Program. The Firm does not have assets under management to disclose responsive to this Item.