Services E6 Portfolios, LLC (“the Firm,” “the Adviser”) was founded on April 18, 2023 and registered as an RIA on July 13, 2023. The firm is organized as a Limited Liability Company in the state of Utah and is wholly owned by E6 Holding, LLC. The Firm operates a Turnkey Asset Management Platform (“TAMP”) that is offered to registered investment advisers (“RIAs”). The Firm also provides investment management solutions to clients of wealth management RIAs through its Wrap Fee Programs described below. The Adviser’s principal place of business is in Midvale, UT. This Wrap Fee Program Brochure is provided as a supplement to E6 Portfolios’ Disclosure Brochure (Form ADV 2A). It is provided along with the complete Disclosure Brochure to provide full details of the business practices and fees when selecting E6 Portfolios for investment advisory services. As of February 29, 2024, E6 Portfolios managed $4,785,625 in discretionary assets and $0 in non-discretionary assets through its Wrap Fee Program. Wrap Fee Program Services E6 Portfolios, LLC participates in and sponsors two separate but interdependent Wrap Fee Programs. Wrap fee programs offer clients investment management as well as transaction and clearing services for one inclusive fee. E6 Portfolios Wrap Fee Programs require clients to grant the firm trading discretion over the accounts under management. The first Wrap Fee Program, described in this brochure, offers Separately Managed Accounts (SMA), Separately Managed Portfolios (SMP), and Unified Managed Portfolio (UMP) services to clients. The second, described in the firm’s E6 Portfolios Strategists Wrap Fee Brochure, offers clients a menu of specific security models called Investment Strategists. SMA, SMP, and UMP clients use these models alone or in combination to deliver a balance of risk and opportunity that corresponds to their investment objectives and risk tolerance. E6 Portfolios offers only investment management services. Investment advisory services (sometimes called “Wealth Management”) are not included in E6 Portfolio offerings. Clients who want to receive Wealth Management services can engage a Registered Investment Advisory firm other than E6 Portfolios for these services. Wrap Fee Program Services available only to Clients of Third-Party RIAs E6 Portfolios will work with third-party Investment Advisors. All of the offerings described in this brochure allow the Client to authorize a third-party Investment Advisor to communicate instructions to E6 Portfolios on their behalf. However, not all E6 Portfolios Wrap Fee Programs are available to all third-party advisors and E6 Portfolios reserves the right to vet third-party Advisors and elect not to work with any third-party Advisor at its sole discretion. The clients of the RIAs served by E6 Portfolios are not always in direct contact with the Firm. It is the responsibility of each third-party RIA to determine their client’s individual financial situation, investment goals and objectives, qualification, time horizon, portfolio liquidity and concentration, and tolerance for risk as well as any investment limitations and reasonable restrictions for their clients’ accounts. E6 Portfolios, in turn, provides investment management services based on the asset allocation and the investment portfolios selected by the third-party RIA for their client’s account(s). Each third-party RIA is responsible for maintaining communication with their clients to monitor their investment objectives as well as any changes in their client’s individual circumstances. The RIA is also responsible for communicating any changes about their client(s) financial situation and investment objectives to E6 Portfolios. Clients of the third-party RIA also bear a responsibility to communicate changes in their investment objectives and risk profile to the third-party RIA. Clients should direct their questions about the suitability of E6 Portfolios’ investment strategies and fees charged to their primary RIA. It is the sole responsibility of their RIA to determine whether our TAMP services and the services provided under our Wrap Fee Programs are suitable for them. Third-party RIAs, E6 Portfolios, and their mutual clients all agree to the terms described in this section by executing a Tri-Party Agreement. Please refer to that agreement for more information. E6 Portfolios SMA, SMP, and UMP Services Separately Managed Accounts (SMA) and Separately Managed Portfolios (SMP) provide platform access and reporting to clients for a flat monthly fee. Both allow for tax-loss harvesting strategies, defensive capabilities, and allow the client to customize their overall portfolio strategy using one or more Investment Strategists across multiple accounts. Both allow the use of different tools for each account type, including individual securities, ETFs and/or mutual funds. These tools are intended to minimize cost and maximize tax-efficiency and give clients the ability to select investments that reflect their values, beliefs, and other considerations unique to each client. The offerings differ as follows: Separately Managed Accounts (SMA) allow the Client’s third-party RIA acting on their behalf to select a specific Risk Score and Strategist model for each account opened. Separately Managed Portfolios (SMP) allow the Client’s third-party RIA acting on their behalf to select a Risk Score and Strategist model for their entire household. Within this household Risk Score the Client’s third-party RIA can assign a different Risk Score to individual accounts within the household for tax optimization, cash management, or other purposes in arriving at the aggregate target Risk Score. In the SMA program, the Client’s third-party RIA may pay E6 Portfolios a fee but the client does not pay any fee for this service. SMA and SMP offerings also differ in their custodial availability (see below) and in their cost to the Client. In the SMP program, Clients pay a flat monthly fee of $5.00 per account. Unified Managed Portfolios (UMP) include the capabilities of the SMA and SMP offerings and adds management of an entire household as a single, coordinated portfolio. UMP adds more flexible tax-loss harvesting, asset location strategies, and additional defensive capabilities with the objective of maximizing liquidity and unique tax characteristics of different account types. These additional services include placing investments with different risk profiles, tax characteristics, and expected returns in the most tax-appropriate account type, managing income, mitigating realized and unrealized taxable gains, utilizing charitable giving to optimize taxation, managing cash allocations and recurring distributions, rebalancing across multiple accounts and account types, and coordinating with outside portfolios such as an employer- sponsored 401(k) or personal investments such as rental property. UMP services are billed as a percentage of assets under management. Finally, UMP TLH+ (Tax-loss harvesting+) adds automated daily tax loss harvesting using primarily individual securities in taxable accounts to maximize after-tax returns. In both the UMP and UMP TLH+ offerings, the third-party Investment Advisor can bear the cost of account maintenance and the reporting platform used. For this reason, each Client should be aware that the third-party advisor can have an incentive to recommend the SMP program because it costs them less than the SMA or UMP programs. Availability of Wrap Fee Programs - SMA, SMP, UMP, and UMP TLH+ E6 Portfolios relies on the specific capabilities of the qualified custodians clients use. As a result, SMA, SMP, UMP, and UMP TLH+ services are available as follows: Altruist | Fidelity | Interactive Brokers| TradePMR | Employer Plans SMA X X SMP X X X X UMP X X X UMP TLH+. X X X Fee Schedule SMA Wrap Program Flat Fee $0 SMP Wrap Program Flat Fee $5.00 / month UMP Program (Tiered) Asset Range Fee $0 - $2,499,999 0.20% $2,500,000+ 0.00% UMP TLH+ Program Fee 0.20% (regardless of asset range) Paper Statement Fees Electronic communication is the default for E6 Portfolios clients, both for communication between E6 Portfolios and the client and between the qualified custodian and the client (statements, trade confirmations, etc.). If the client wishes to receive mailed communication from the Custodian or from E6 Portfolios the following charges will be assessed: Paper communications from the custodian: $5 / month Quarterly Paper Statements from E6 Portfolios: $10 / quarter Fee Calculation and Manner of Payment Only one service and fee schedule listed above (SMA, SMP, UMP, or UMP TLH+) applies per account and the corresponding fee is assessed per account. The fees for the SMA and SMP Wrap Fee Programs are flat fees charged monthly in arrears for each corresponding account. The fees for the UMP and UMP+ Wrap Fee Programs are asset-based fees calculated and applied based on all assets in the client’s household under management by E6 Portfolios, excluding SMA or SMP accounts. A “Client household” is generally limited to a person or a couple who share finances and their minor children; E6 Portfolios reserves the right to determine the members of a client household. Asset-based fees are calculated by E6 Portfolios and deducted from the client’s account(s) at the Custodian. The amount due is calculated monthly in arrears. The monthly rate is calculated by multiplying the annual rate by the number of days in the previous month and dividing by 365. The monthly rate is then applied to the average daily balance of the account (including cash) during the month. Fees are deducted from client accounts monthly in arrears. The client’s agreements with E6 Portfolios and with their qualified custodian provide authorization to deduct management fees from the client’s account directly and remit that fee to the firm. E6 Portfolios will send a bill to the qualified custodian indicating the amount of the fee to be paid. The custodian will send a statement to the client, at least quarterly, indicating the fee dispersed to E6 Portfolios. Each time the fee is assessed, E6 Portfolios will make a statement available to the client showing the amount of the fee and how the fee was calculated. E6 Portfolios will disclose to clients their responsibility to verify the accuracy of the fee calculation. Clients are encouraged to compare their E6 Portfolios’ statements with their brokerage account statements provided by the custodian. The E6 Portfolios Wrap Fee program sponsor bears the cost of all transactions that take place in the client account, including trading

commissions, mutual fund ticket charges, clearance, and any other transaction costs. Because E6 Portfolios bears transaction costs, the firm may have a financial incentive to trade less frequently in Wrap Fee Program accounts than would be beneficial to the client. Similarly, many custodians offer non-transaction fee funds or do not charge commissions on ETF or equity trades. E6 Portfolios has an incentive to purchase these investments for the client rather than investments that have a trading cost. E6 Portfolios believes that its Wrap Fee Program fees are reasonable but the firm’s fees may be more than the cost of purchasing comparable services separately or through other advisors. Relative cost would depend on many factors including the cost of each service if provided separately, the comparative volume of trading, value provided, and the cost of trading. Clients bear the cost of management fees and other expenses imposed directly by mutual funds or exchange traded funds held by the client; spreads paid to market makers; and any account maintenance fees agreed to with the Custodian such as custodial, account, or wire fees. E6 Portfolio fees are not negotiable but in some cases preexisting fee schedules may be grandfathered in. Fees are waived for Employees and affiliates. Because E6 Portfolios uses a related-person manager, all fees charged, net of expenses, are paid to the portfolio managers. Individuals recommending the wrap fee program do not receive additional compensation as a result of the client’s participation in the program. Margin Costs The custodians recommended by E6 Portfolios can make margin borrowing available to clients. E6 Portfolios does not recommend margin borrowing and does not incorporate margin exposure into its strategies, however, E6 Portfolios may facilitate margin borrowing at the client’s request. Margin borrowing incurs interest and other costs to the client that vary by custodian and as interest rates change. E6 Portfolios does not bill on margin balances and does not receive revenue from custodians related to margin borrowing and therefore has no incentive to recommend margin. Investment Discretion E6 Portfolios’ clients grant the firm discretionary trading authority in the account(s) so that the firm can implement the agreed-upon offering. Discretion includes the authority to make all decisions to investigate, buy, sell, or hold securities, cash, or other publicly traded investments on behalf of the client at E6 Portfolios’ sole discretion and without first consulting the client. In their agreements with the qualified custodian, the client authorizes the custodian to follow E6 Portfolios’ instructions concerning trading and other investment activity in the account on behalf of the client. In cases where a client grants discretion, accounts that a client places under E6 Portfolios’ management will be liquidated and the proceeds reinvested in the Client’s chosen strategy. Relationship with TomiPlan E6 Portfolios believes that Clients are best served when they have a financial plan. E6 Portfolios works with any qualified, credentialed financial planner selected by the client. Clients who do not already have a financial planner will be referred to TomiPlan if they are in need of Financial Planning services. TomiPlan is an affiliated company under shared ownership with E6 Portfolios so we have an incentive to recommend TomiPlan. E6 Portfolios also provides TomiPlan with investment data aggregation capabilities used by licensed TomiPlan partners to assist their mutual clients with financial planning services. E6 Portfolios mitigates this conflict of interest by prohibiting the sharing to, or receiving of, revenue between E6 Portfolios and TomiPlan. Relationship with Third-Party Investment Advisors E6 Portfolios’ clients can authorize E6 Portfolios to accept instructions from the client’s third- party investment advisor. This authorization is granted under a separate agreement. This third- party investment advisor agreement instructs E6 Portfolios to accept instructions regarding Risk Profile selection, changes in risk profile, cash movement, purchase or sale of investments, cash management, and other account issues from the third-party investment advisor. Communications from the third-party Investment Advisor contain significant decisions about investment strategy, risk profile, E6 Portfolios offering selected (and therefore the fees paid). Client agrees under separate agreement to inform E6 Portfolios of changes to the relationship between Client and the third-party Investment Advisor and to provide E6 Portfolios with accurate contact information and inform the firm of any changes to their contact information. Termination E6 Portfolios or the client can end the advisory relationship at any time without penalty or fee by giving written notice to the other party. Clients should review their Advisory Agreement for further details. Clients enter into relationships with the account custodian directly and should review their agreement with the custodian for conditions related to terminating the agreement (such as transfer-out fees). Brokerage Practices E6 Portfolios recommends Qualified Custodians including Altruist, Fidelity, Interactive Brokers, and TradePMR to Clients based on quality of execution, reliability, impartiality, service, capabilities, quality of technology, and reasonableness of cost in relation to comparable broker/dealers. E6 Portfolios monitors broker/dealer compensation and evaluates whether it is in the clients’ best interest to explore new custody options. E6 Portfolios does not accept direct payments or soft dollar benefits from brokers. However, since E6 Portfolios pays differing transaction fees and platform fees to different custodians, there is an incentive to recommend the custodian that incurs the lowest cost to E6 Portfolios. which may not always be the lowest cost for the client. Qualified custodians provide E6 Portfolios and its clients access to institutional brokerage services including a range of investment products, execution of securities transactions, and custody of client assets. Some qualified custodians we work with provide automated investing, rebalancing, tax-loss harvesting, and other investing functions. The investment products and services available through institutional platforms include some to which clients might not otherwise have access or that would require higher minimums by clients acting individually. These services directly benefit clients or their account(s) and are made available on an unsolicited basis and at no charge to us or the client. Qualified custodians also make available other products and services that benefit E6 Portfolios but may not directly benefit the client or their account(s) directly or at all. For example, the custodian can provide research resources that can be used to improve service to all or some client accounts, including accounts not maintained at the custodian providing the research. Qualified custodians also provide software and other technology; support for third-party service providers; trade aggregation for multiple client accounts; market data; and assistance with back-office functions, recordkeeping, and client reporting. Other services may help E6 Portfolios develop its business. These services might include educational conferences and events; technology, compliance, legal, and business consulting; publications and conferences on practice management; and access to employee benefits providers, human capital consultants, and insurance providers. Custodians may provide some of these services themselves or may arrange for third-party vendors to provide the services to E6 Portfolios at a discount or at no cost. These services are not contingent on E6 Portfolios committing any specific amount of business to the custodian in trading commissions or assets in custody, nor are they based on E6 Portfolios giving any particular investment advice or buying particular securities for clients. Access to resources that do not directly benefit clients may play a part in E6 Portfolios’ choice of custodians. E6 Portfolios addresses this conflict of interest by carefully vetting its custodians based on their ability to assist in E6 Portfolios in delivering the best value and experience and providing clients a range of custodial options. E6 Portfolios does not receive client referrals from its qualified custodians and the firm does not allow directed brokerage. Clients can request an alternative broker/dealer for custody of their assets. However, the alternative custodian may not approve E6 Portfolios on their platform, E6 Portfolios may not be able to implement a specific Investment Strategist on that platform, and E6 Portfolios will consider relationship size before agreeing to work with the additional custodian. E6 Portfolios aggregates client trades on a best-efforts basis. A significant portion of client assets are invested in mutual funds which are not vulnerable to trading conflicts of interest. Client assets may also be invested in ETFs or individual securities. These transactions are generally small in size relative to the daily volume in the security which minimizes any potential inequities created by sequence of transaction. For Investment Strategists that rely on a Qualified Custodian providing automated investing services, trade aggregation may be done at the Custodial level but be out of E6 Portfolios’ control. Other circumstances inherently preclude aggregation, such as client-directed liquidation or distribution of funds, new deposits arriving in only one account, etc. These factors and aggregation practices mean that it is possible that one client may receive less favorable execution than another in some cases. However, E6 Portfolios does use aggregated trading whenever possible when the same ETF or security is purchased or sold for more than one client at the same time. In cases where aggregated trading is used, a target trade size and allocation among client accounts will be established, the shares will be purchased or sold, an average price established, and the trade allocated among client accounts at the established average price. If it is not possible to buy or sell the planned number of shares, the partial trade will be allocated among clients proportionally according to the planned allocation. In some cases, E6 Portfolios may make use of aggregated trading for the same security more than once during a single trading day for different groups of clients, resulting in different average prices for different groups of clients. E6 Portfolios may enroll clients in custodial securities lending or yield enhancement programs when available and shares all the revenue from these programs with the clients to enhance returns. These programs may increase the number of shares available in the market for short- selling. Clients must notify E6 Portfolios if they wish to opt-out of these services.