Strada Financial Group, LLC (“Strada”) is an investment advisor registered with the Securities and Exchange Commission. We were founded in 2007 and formerly registered as an investment advisor in February 2022. Strada is owned by Brian Harris. Through our investment advisor representatives (“Representative”), Strada provides Portfolio Management Services, Financial Planning, and consultations on Private Investments. The investments we utilize for our clients typically include stocks, bonds, mutual funds and exchange-traded funds (“ETFs). Portfolio Management Services We offer ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. Representatives will learn about client investment objectives and financial goals through a variety of means, including interviews, questionnaires or through the financial planning process. Portfolio Management services include but are not limited to development of investment strategies and asset allocation, risk tolerance and investment objectives determinations, portfolio implementation and monitoring, the selection of independent managers, investment selection and trading. Our clients may impose restrictions on investing in certain securities, industries, or sectors, but must advise us of any such restrictions in writing. Our Portfolio Management Services are provided on a discretionary basis, which means we select and trade securities and execute transactions without permission from the client prior to each transaction. We may recommend that clients utilize one or more unaffiliated investment managers or investment platforms (collectively “Independent Managers”) available through SEI Private Trust Company (“SEI”), CRD# 105146, for all or a portion of their investment portfolio. SEI is also the custodian who holds the assets for clients. In such instances, the Client may be required to authorize and enter into an investment management agreement with SEI and/or the Independent Manager that defines the terms in which SEI and/or the Independent Manager will provide its services. We will endeavor to ensure the strategies selected remain aligned with the client investment objectives and may select new or replacement Independent Managers on a discretionary basis. Financial Planning & Consulting Our Financial Planning is provided to clients who engage us for Portfolio Management Services. However, it is possible to engage us only for Financial Planning. Through the financial planning process, we strive to engage our clients in conversations around the family’s goals, objectives, priorities, vision, and legacy – both for the near

term as well as for future generations. With the unique goals and circumstances of each family in mind, we offer financial planning ideas and strategies to address the client’s holistic financial picture, including estate, income tax, charitable, cash flow, wealth transfer, and family legacy objectives. Where requested, we partner with our client’s other advisors (CPAs, Enrolled Agents, Estate Attorneys, Insurance Brokers, etc.) to ensure a coordinated effort of all parties toward the client’s stated goals. Such services include various reports on specific goals and objectives or general investment and/or planning recommendations, guidance to outside assets, and periodic updates. We provide Financial Consulting Services for clients who are considering the utilization of 1031 exchanges, qualified opportunity zones or other illiquid, non-traded positions. Services provided include evaluation of client’s unique financial situation, comprehensive analysis of client’s household net worth, estate, tax strategy and liability analysis, and due diligence services on potential investment options. Clients engaging us for Financial Consulting Services will engage us by signing a Financial Consulting Agreement outlining the services provided, as well as our Financial Consulting Fees. To facilitate any Financial Planning goals, we may recommend purchasing insurance or other products. Clients may purchase or obtain these products through Representatives of Strada, or through other brokers or agents that are not affiliated with Strada. Private Investment Consultations When suitable for the client, we may occasionally recommend an alternative investment (“Private Investment”). Private Investments are typically illiquid and without an actively traded market. We have a conflict of interest in recommending a Private Investment because we charge an advisory fee on the amount invested, for as long as clients hold the investment. The conflict arises because we charge advisory fees on securities, not on real estate or other holdings of the Private Investment. By recommending clients invest in a Private Investment, we increase our overall compensation. We address this conflict by recommending Private Investments only where it believes the benefits are significant enough to overcome the inherent risks and additional expenses. We strongly encourage investors to carefully consider the risks, potential investment benefit, costs, as well as the potential tax benefits, in deciding whether to invest in a Private Investment. Assets Under Management As of December 31, 2023, we managed $100,269,202 of client assets on a discretionary basis.