Zamp Invest was founded in May 2022 in the Cayman Islands and is headquartered in Palo Alto, California. The principal owner of Zamp Invest is Suyana Limited with a 25%+ interest. Zamp Invest provides investment advisory services solely through an interactive web platform (the “Program”). Zamp Invest offers its clients a personalized portfolio of government treasuries and exchange traded funds. Zamp Invest’s clients consists of small business entities, typically venture-backed start-ups, and individual accounts. Clients access the Program via our website and provide information about their investment objectives, risk tolerance and the monetary amount it wishes to allocate. Based on this information, the Program, via our proprietary algorithm, will recommend a non-discretionary investment portfolio for the Client. Clients should understand our investment advice relies upon the information provided by the Client during the onboarding process. Zamp Invest does not capture any additional information not covered in the onboarding process in providing its investment advice. Clients can allocate its financial resources into an investment portfolio designed to meet a Client’s financial goals within their respective investment risk tolerance, financial parameters, and liquidity needs. The investments offered through the Program includes a combination of Money Market Funds (“MMF”) and U.S. Treasury Bills (“T-Bill”). Generally, the underlying assets of MMFs consist of money market funds or T- Bills, although MMF choices with other underlying assets may be offered based upon the discretion of Zamp Invest’s Investment Committee. Zamp Invest provides investment advice only with respect to limited types of investments. Zamp Invest uses a proprietary algorithmic formula that selects the assets it recommends and makes available through the Program to each Client. Based on the application of Zamp Invest’s proprietary formula, which analyzes Client-supplied data on risk appetite, financial situation and liquidity needs, Zamp Invest recommends to Clients an investment portfolio that is suitable for that particular Client based on the questionnaire the Client completed at onboarding. All dividends from investments are automatically reinvested unless a Client elects otherwise. Zamp Invest’s recommendations are designed to promote relatively low-risk returns within the Client-specific suitability limits and liquidity needs. The Program provides investment recommendations to each Client, and each Client is solely responsible for deciding to implement such recommendations. Clients are responsible for directing purchases and sales of the recommended investments through the Program. Clients are not required to implement Zamp Invest’s investment advice and should carefully

review all of the information provided by our website and in the relevant MMF or prospectus before investing. Zamp Invest’s “Investment Committee” determines the suitable assets for the Program, which are selected via Zamp Invest’s proprietary algorithm and internal selection criteria. Clients may select their portfolio based on the recommendation presented by Zamp Invest’s proprietary formula or select a different portfolio from the curated list of suitable asset portfolios presented by Zamp Invest through the Program. The assets included in each Client portfolio have been researched and approved by Zamp Invest’s Investment Committee. Zamp Invest’s internal selection criteria includes, but is not limited to, assessing an MMF’s historical performance, how well the MMF tracks its benchmark, the MMF’s management fee and expense ratios, the liquidity prospect of the MMF vis-à-vis Client needs and the management of theMMF. MMFs are managed by their relevant fund manager/sponsor. Zamp Invest does not manage, control or receive compensation from MMF managers. Clients are obligated to update their information promptly within the Program if there are changes to their financial situation, liquidity needs, risk tolerance or if other relevant information changes or becomes available. The investments in each Client’s account are held in a separate account in the name of the Client at an independent custodian and not with Zamp Invest. All Client accounts are required to use Zamp Invest’s broker dealer partner as the independent custodian. Zamp Invest does not have discretionary authority over Client’s accounts and does not trade in any Client’s account except at the Client’s direction. Once the Client selects an investment option that has been recommended to the Client, Zamp Invest will direct the broker-dealer as independent custodian to trade on Client’s account. The Client is able to trade in investment options outside of the recommendation from Zamp. Zamp Invest does not allow the purchase of fractional shares. Clients will receive Zamp Invest’s Advisory Agreement at onboarding, which further details the services Clients will receive, fees charged to Clients, and the conditions of the Zamp Invest-Client relationship. Importantly, Zamp Invest does not provide overall financial planning services, nor does it provide tax advice. Additional information about Zamp Invest will be available on the SEC’s website at http://www.adviserinfo.sec.gov. The SEC’s website also provides information about any persons affiliated with Zamp Invest who are registered, or are required to be registered, as investment adviser representatives of Zamp. As of March 15, 2024, Zamp Invest’s assets under management are $108,462,311 .