A. Description of the Advisory Firm Kickstand Ventures, LLC, doing business under the name Kickstand Wealth Advisors (“Kickstand Wealth Advisors” or the “Firm”) is a limited liability company organized in the State of Delaware. Kickstand Wealth Advisors is an investment advisory firm registered with the United States Securities and Exchange Commission (“SEC”). Kickstand Wealth Advisors is owned by Chad Goodchild and Jacob Schlicht. B. Types of Advisory Services Kickstand Wealth Advisors provides personalized financial planning and discretionary and non- discretionary investment advisory services to individuals, including high net worth individuals, and entities, including, but not limited to, family offices, trusts, estates, private foundations, and qualified retirement plans. Investment Management Services Kickstand Wealth Advisors offers investment management services on a discretionary basis and non- discretionary basis. All investment advice provided is customized to each client’s investment objectives and financial needs. The information provided by the client, together with any other information relating to the client’s overall financial circumstances, will be used by Kickstand Wealth Advisors to determine the appropriate portfolio asset allocation and investment strategy for the client. Comprehensive financial planning services also are provided as part of the delivery of investment management services. Depending upon individual client requirements, the comprehensive financial planning will include recommendations for retirement planning, educational planning, estate planning, tax planning and insurance needs and analysis. The securities utilized by Kickstand Wealth Advisors for investment in client accounts mainly consist of registered mutual funds and exchange traded funds (ETFs), but we will also invest in equity securities, corporate bonds, private funds/illiquid investments, REITS, interval funds and variable annuities, among others, if we determine such investments fit within a client’s objectives and are in the best interest of our clients. Kickstand Wealth Advisors may further recommend to clients that all or a portion of their investment portfolio be managed on a discretionary basis by one or more unaffiliated money managers or investment platforms (“External Managers”). The client may be required to enter into a separate agreement with the External Manager(s), which will set forth the terms and conditions of the client’s engagement of the External Manager. Kickstand Wealth Advisors generally renders services to the client relative to the discretionary selection of External Managers. Kickstand Wealth Advisors also assists in establishing the client’s investment objectives for the assets managed by External Managers, monitors and reviews the account performance and defines any restrictions on the account. The investment management fees charged by the designated External Managers, together with the fees charged by the corresponding designated broker-dealer/custodian of the client’s

assets, are exclusive of, and in addition to, the annual advisory fee charged by Kickstand Wealth Advisors. Investment Management Services to Retirement Plans Kickstand Wealth Advisors offers discretionary and non-discretionary advisory services to qualified plans, including 401k plans. These services include, depending upon the needs of the plan client, recommending, or for discretionary clients selecting, investment options for plans to offer to participants, ongoing monitoring of a plan’s investment options, assisting plan fiduciaries in creating and/or updating the plan’s written investment policy statements, working with plan service providers, and providing general investment education to plan participants. Advisory Services to Brokerage Customers Kickstand Wealth Advisors provides investment advisory services to certain broker-dealers’ variable annuity customers (“Brokerage Customers”) who provide written consent requesting to receive the firm’s advisory services. Note for IRA and Retirement Plan Clients: When Kickstand Wealth Advisors provides investment advice to you regarding your retirement plan account or individual retirement account, Kickstand Wealth Advisors is a fiduciary within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way Kickstand Wealth Advisors makes money creates some conflicts with your interests, so Kickstand Wealth Advisors operates under a special rule that requires Kickstand Wealth Advisors to act in your best interest and not put Kickstand Wealth Advisors’ interest ahead of yours. C. Client-Tailored Advisory Services Clients may impose reasonable restrictions on the management of their accounts if Kickstand Wealth Advisors determines, in its sole discretion, that the conditions would not materially impact the performance of a management strategy or prove overly burdensome for Kickstand Wealth Advisors’ management efforts. D. Information Received From Clients Kickstand Wealth Advisors will not assume any responsibility for the accuracy or the information provided by clients. Kickstand Wealth Advisors is not obligated to verify any information received from a client or other professionals (e.g., attorney, accountant) designated by a client, and Kickstand Wealth Advisors is expressly authorized by the client to rely on such information provided. Under all circumstances, clients are responsible for promptly notifying Kickstand Wealth Advisors in writing of any material changes to the client’s financial situation, investment objectives, time horizon, or risk tolerance. E. Assets Under Management As of March 1, 2024, the discretionary assets under management totaled approximately $421,115,254 and non-discretionary assets totaled approximately $32,782,519 for a total of $453,897,773 assets under management. These numbers are impacted not only by new or cancelled accounts, but also by daily fluctuations in the market value of the assets.