Background Strive is an Ohio limited liability company that was formed in May 2022 as a subsidiary of Strive Enterprises, Inc. Strive is under common control with and shares its place of business with Strive Advisory, LLC, an investment adviser registered with the SEC. Strive is principally owned by Vivek Ramaswamy, the majority shareholder of Strive Enterprises, Inc. Core Principles Strive is unapologetically committed to shareholder primacy and believes that the purpose of a for- profit corporation is to maximize long-run value to investors. Strive aims to increase long-run capital market realized returns and assumptions by restoring free market capitalism by leading companies to focus on excellence. Strive seeks to differentiate by offering investors attractive investment products that include the Firm’s dedicated approach to shareholder proposals, shareholder voting, public engagement, and private engagement. Strive engages in advocacy intended to encourage public companies to focus on economic factors in maximizing value for shareholders. This may include submitting or supporting shareholder proposals at public companies, advocating for changes in management or corporate structure at public companies, and a wide variety of corporate and/or public engagement. Services Provided Exchange-Traded Funds Strive acts as a discretionary sub-adviser to a number of passively-managed and actively-managed exchange-traded funds (“ETFs”) that are investment companies registered under the Investment Company Act of 1940, as amended. Strive provides its investment advisory services in a sub- advisory capacity to Empowered Funds, LLC dba EA Advisers, the primary adviser to the ETFs. The ETFs are each a series of EA Series Trust (the “Trust”) and are subject to the general supervision of the Board of Trustees of the Trust. For certain ETFs, Strive is responsible for day to day management of the ETF’s sector allocations and duration target, but another third-party sub- adviser is responsible for security selection. The ETFs are managed in accordance with the guidelines and restrictions set forth in each ETF’s Prospectus and Statement of Additional Information and all respective regulatory guidelines or limitations. Please refer to Item 8 for information specific to the investment strategies. Collective Investment Trust Strive also serves as a discretionary Investment Manager to the Strive Collective Investment Trust (“CIT”), which includes various Collective Investment Funds (“CIFs or CITs”) within. Given there are multiple funds within the trust, “CIT” is used to describe the various products similar to the ETFs to which Strive is the sub-adviser. The CIT is a bank collective trust fund for which Alta Trust Company Trust (the “Alta Trust”) serves as Trustee and Strive serves as the Investment Manager. The CIT is available to eligible plan participants only and is not available for purchase by other retail or institutional investors. The CIT is not registered with the Securities and Exchange Commission and is not a mutual fund registered under the Investment Company Act of 1940, as amended, (“1940 Act”) or other applicable law, and unit holders are not entitled to the protections of the 1940 Act. The regulations applicable to the CIT are different from those applicable to a mutual fund. The CIT’s units are not securities registered under the Securities Act of 1933, as amended or applicable securities laws of any state or other jurisdiction. The CIT will allocate all its assets, other than cash awaiting investment or distribution, to investments in the Strive ETFs. In this Brochure, we refer to the ETFs and CITs that we manage collectively as “Funds”. Model Portfolios Strive provides non-discretionary model portfolios (“Model Portfolios”) that have underlying allocations generally consisting of individual ETFs, including ETFs managed by Strive. Although the Model Portfolios are not limited to allocations to ETFs managed by Strive, Strive prioritizes allocation to the Strive ETFs (as described further below) and the Model Portfolios may be allocated up to 100% to such ETFs. Strive generally makes the Model Portfolios available through one or more model delivery programs sponsored by certain broker-dealers and/or investment advisers (“Sponsors”).

In these arrangements, the Sponsor or a third-party adviser has discretion to accept, modify, or reject Strive’s recommendations and the responsibility to implement all transactions. Strive does not execute transactions for any underlying clients of the Sponsor or third-party adviser and does not consider such underlying clients to be clients of Strive. The Model Portfolios are not customized or tailored by Strive to reflect the financial circumstances or investment objectives of any underlying client. In addition, Strive typically neither receives nor has access to information regarding the underlying clients and does not have any contractual arrangement with such clients. The Sponsor determines the fee it charges to the underlying program participants. Participants in the Sponsor’s program should refer to the Sponsor’s disclosures for additional information regarding their accounts. Strive from time to time may make updates to the recommended allocations to ETFs that comprise the Model Portfolios. In the event of an update to the Model Portfolios, Strive will make such update available to the Sponsor, who in its sole discretion may determine whether to implement such updates on behalf of the underlying clients. Direct Indexing (SMA/UMA Overlay Management) Strive offers a direct indexing service for investors who want flexibility to customize their portfolio (“Direct Indexing”). Strive offers the service indirectly to underlying clients through financial intermediaries by contracting with one or more third-party platform providers (“Platform Providers”) to provide an online unified managed account platform (“UMA Platform”). The applicable financial intermediary and platform provider have discretion with respect to the underlying clients’ portfolios, and the Platform Provider implements all transactions, in accordance with one or more strategies made available by Strive. Direct Indexing allows the underlying investors to track an index’s performance through ownership in individual stocks, instead of through an ETF or mutual fund, while providing enhanced customization and ownership control. Direct Indexing can also deliver potential tax benefits, including daily scanning for tax loss harvesting opportunities and the opportunity for in-kind transfers from existing equity portfolios. At no additional cost, Direct Indexing clients can opt in to Strive's proxy voting recommendations, which solely focuses on maximizing shareholder value. Strive does not execute transactions for any underlying clients in the Direct Indexing program. Through the UMA Platform, financial intermediaries may also elect to allocate certain assets of their underlying client to Strive ETFs also made available on the platform. Although the ETFs are made available on the UMA Platform by Strive, the financial intermediary is solely responsible for selecting and allocating a client’s assets to one or more Strive ETFs. Underlying clients participating in the Direct Indexing program should closely review their financial intermediary’s brochure for additional information regarding the services provided for their account. Shareholder Proposals and Shareholder Voting Strive aims to advance mission-aligned shareholder proposals for companies and sectors in which the ETFs are invested. Shareholders of public companies have the right to vote on board member elections, as well as proposals submitted by other shareholders or a company’s management team. For each public company in which an ETF invests, Strive will analyze high impact proposals to determine whether they will help or hurt a company’s financial return and vote the shares of the public company that the ETF owns accordingly. Public and Private Engagement Strive leverages its public and private voice, on behalf of its clients, to drive mission-aligned change in companies and to set expectations for America’s business leaders. Public engagement by Strive will attempt to hold these companies and individuals accountable by applauding them when they meet those expectations and guiding them to improve when they fall short. More information about Strive’s product offerings, mission, and philosophy can be found on the Firm’s website. As of December 31, 2023, Strive managed approximately $1,080,336,882 in assets on a discretionary basis.