Greykasell Wealth Strategies, Inc. (“Greykasell” “we” or “us”) is a registered investment advisor located in Danville, California and registered with the SEC. Greykasell’s founder and sole owner is David J. Eisenhauer. Investment Management Services We manage assets on both a discretionary and non-discretionary basis, depending on the client’s requests and goals. The firm constructs globally diversified investment portfolios based on clients’ goals, risk tolerance and time horizon. We invest client assets among various exchange-traded funds (“ETFs”), mutual funds, and individual debt and equity securities in accordance with clients’ stated investment objectives. Where appropriate, we can also provide advice about certain types of legacy positions or other investments held in a client portfolio. Clients can engage us to manage and/or advise on certain investment products that are not maintained at their primary custodian, such as assets held in employer sponsored retirement plans. In these situations, we direct or recommend the allocation of client assets among the various investment options available with the product. These assets are generally maintained at the custodian designated by the investment provider. We tailor advisory services to meet the needs of its individual clients and manage them in a manner consistent with those needs and objectives. As such, we focus on clients with investable assets of 5 million or more, and generally have a minimum account size of 1 million dollars, which we may waive in our discretion. We consult with clients on an initial and ongoing basis to assess their specific risk tolerance, time horizon, liquidity constraints, and other related factors relevant to the management of their portfolios. Clients are advised to promptly notify us if there are changes in their financial situation or if they wish to place any limitations

on the management of their portfolios. Clients can impose reasonable restrictions or mandates on the management of their accounts if we determine, in our sole discretion, the conditions would not materially impact the performance of a management strategy or prove overly burdensome to our management efforts. Financial Planning and Consulting Services We provide a variety of financial planning and related services, including those related to insurance planning. In performing these services, we do not verify any information received from clients or from other professionals the client has hired, and are expressly authorized to rely on such information. We may also recommend clients engage us for additional related services, including insurance services. As such, clients are advised that a conflict of interest exists if clients engage us or our affiliates to provide additional services for compensation. Clients always retain absolute discretion over all decisions regarding implementation of any recommendations and are under no obligation to act upon any of the recommendations made by us under a financial planning or consulting engagement, or to purchase any additional services from us. Retirement Plan Management and Consulting Services We provide various consulting services to retirement plans and their fiduciaries. These services include a suite of offerings, including both fiduciary and non-fiduciary services designed to assist plan sponsors and business owners in structuring, managing, and optimizing their retirement plans. See Item 8 for a description of our investment strategy. We do not offer a Wrap Fee program. As a newly registered firm, we manage $0 of Client assets on a discretionary basis and $0 of Client assets on a non-discretionary basis. This amount was calculated as of December 4, 2023 and will be amended within 120 days of this filing.