A. Description of the Advisory Firm Evergreen Wealth Management, LLC (hereinafter “EWM”) is a Limited Liability Company organized in the State of Michigan. The firm began conducting advisory business in January 2015 and the principal owners are Jeffrey D Gorsline and Stephen L Hanley. B. Types of Advisory Services Portfolio Management Services EWM offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. EWM 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 EWM evaluates the current investments of each client with respect to their risk tolerance levels and time horizon. EWM 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. EWM seeks to provide that investment decisions are made in accordance with the fiduciary duties owed to its accounts and without consideration of EWM’s economic, investment or other financial interests. To meet its fiduciary obligations, EWM attempts to avoid, among other things, investment or trading practices that systematically advantage or disadvantage certain client portfolios, and accordingly, EWM’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 EWM’s policy to allocate investment opportunities and transactions it identifies as being appropriate and prudent among its clients on a fair and equitable basis over time. Third Party Adviser Services EWM may act as a third party adviser for other advisers unaffiliated with EWM. In these cases, unaffiliated advisers will refer potential clients to EWM for portfolio management services. Pension

Consulting Services EWM offers consulting services to pension or other employee benefit plans (including but not limited to 401(k) plans). Pension consulting may include, but is not limited to:
• Identifying investment objectives and restrictions
• Providing guidance on various asset classes and investment options
• Recommending money managers to manage plan assets in ways designed to achieve objectives
• Monitoring performance of money managers and investment options and making recommendations for changes
• Recommending other service providers, such as custodians, administrators and broker-dealers
• Creating a written pension consulting plan These services are based on the goals, objectives, demographics, time horizon, and/or risk tolerance of the plan and its participants. C. Client Tailored Services and Client Imposed Restrictions EWM 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 EWM on behalf of the client. EWM may use “model portfolios” together with a specific set of recommendations for each client based on their personal restrictions, needs, and targets. Clients generally may not impose restriction in investing in certain securities or types of securities in accordance with their values or beliefs. However, custodian (Folio Institutional) offers exclusionary stock screening for clients to utilize when desired. Evergreen Wealth Management, LLC does not promote screening based on values or beliefs, but may occasionally make clients aware of custodian capabilities as desired. On occasion when suitable for client we may hold legacy holdings or other pre-existing client holdings after discussions with the client about the benefits and suitability of doing so. These discussions to hold may include; risk, income, tax, estate planning and return reasons. 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. EWM does not participate in any wrap fee programs. E. Assets Under Management EWM has the following assets under management: Discretionary Amounts: Non-discretionary Amounts: Date Calculated: $ 174,529,984.00 $ 0.00 December 2023