Kitching Partners, LLC is an investment advisor to high net worth, individual, business, and non-profit clients. It is a “fee-only” advisory firm and has been registered with the Securities and Exchange Commission since 2023. The firm is owned in its entirety by Stephen Kitching. Family Enterprise Services Kitching Partners’ focus is on assisting clients manage their wealth as stewards across generations. We believe in getting to know our clients beyond their financial success to provide comprehensive support across family governance structuring, estate planning, philanthropic giving, and strategic business consulting, among others. Kitching Partners offers tailored solutions to enable our clients to manage their wealth as a successful family enterprise, working alongside our clients to enhance and safeguard their family and financial legacies. Asset Management Kitching Partners provides individualized investment management services dependent upon the client’s needs. We offer our clients investment strategies that align with their long-term goals and values for the purpose of preserving and growing their wealth. Generally, these services are provided on a discretionary basis. This means that while we will continue an ongoing relationship with each client, being involved in various stages of their lives and decisions to be made, we will not seek specific approval of changes to the securities in client accounts. Because we take discretion when managing accounts, clients engaging us will be asked to execute a Limited Power of Attorney (granting us the discretionary authority over the client accounts) through their custodian. This Limited Power of Attorney does not grant Kitching Partners the authority to make any withdrawals or transfers in or out of a client account beyond the deduction of fees, if applicable, as described in Item 5. Such other transfers will only be made at the specific direction of the client. Therefore, while investment management services are typically provided on a discretionary basis, certain transactions may require limited client participation. Clients should be aware that some recommendations

may be time-sensitive, and, as such, their performance may be affected if Kitching Partners is unable to reach them on a timely basis. Clients can always make deposits or withdrawals in their accounts at any time. Clients may place reasonable restrictions on the management of assets, including specific securities or types of securities. However, clients should understand that significant restrictions may decrease the ability of Kitching Partners to meet the client’s goals. Each client’s portfolio will be invested according to that client’s investment objectives. Kitching Partners determines these objectives with the client by reviewing client-provided documents, client interviews and/or asking the client to put these objectives in writing. Once we ascertain your objectives for each account, we will present a portfolio for your needs. Kitching Partners does not participate in or offer or sponsor a wrap program. Working with Us The first step in working with Kitching Partners is to gather information about the client, their family, their goals and their current circumstances. Clients provide information regarding their income, tax status, savings, investments, and other information deemed relevant for our review. Clients will engage with Kitching Partners in a series of conversations and meetings where the client learns about Kitching Partners’ thought process and methods, and Kitching Partners gathers information needed to develop a proposed plan for moving forward. After this initial series of meetings, Kitching Partners will begin to review, research, and prepare an individualized plan for the client for an agreed upon fee. This plan is presented at a separate meeting, where the client reviews and considers whether to engage Kitching Partners. Ultimately this plan forms the map from which both the client and Kitching Partners take direction throughout the engagement. Clients that engage Kitching Partners services will execute an Agreement that outlines the responsibilities of both the client and Kitching Partners. Assets Under Management As of December 31, 2023, Kitching Partners has $477,563,232 in assets under management including $243,483,147 managed on a discretionary basis.