A. Description of the Advisory Firm Alpha Vee Advisors LLC (hereinafter “AVA”) is a Limited Liability Company organized in the State of Nevada. The firm was formed in May 2023, and the principal owner is Leigh Eichel. B. Types of Advisory Services Sub-Advisory/Model Provider Services AVA offers its advisory services to Advisors. AVA acts as model provider to Turney Asset Management Programs or sub-advisor to Advisors (“Organizations”) on behalf of their clients. In this capacity, AVA generally acts as a sub-advisor or model provider to an Organization and offers its model portfolios indirectly to the Organizations’ clients. In addition, AVA provides back-office administration services to the Organizations, which include research, trading for the Organization’s clients, and rebalancing of the Organization’s clients’ portfolios. AVA rebalances the client portfolios according to the Organization’s specified models or asset allocations approved for sub-advisory services by AVA or by AVA’s own models if selected by the Organization. In addition, AVA also assists with guidance, technology implementation, model assignments, and the availability of quarterly reports for the clients of the Organizations. We will only engage with financial professional and never retail clients. AVA will work with various TAMPs such as, but not limites to; SmartX, Smartleaf, Amplify, Fusion CM, Advyzon, Axiom, Fuscionio, Virtue Capital and others. AVA acts as a sub-advisor to other investment advisors unaffiliated with AVA. These third-party advisors outsource some of their portfolio management

services which they offer to their clients to AVA. These relationships are memorialized in each contract between AVA and the third-party advisors. AVA is not responsible for analysis of the Organization’s clients’ financial situation, suitability requirements, asset allocations, or restrictions. Moreover, if an Organization’s clients decide to retain AVA as a sub-advisor in partnership with the Organization, the Organization will be responsible for providing AVA’s Part 2A to the Organization’s end- user clients. Services Limited to Specific Types of Investments AVA generally limits its investment advice to fixed income securities, equities, options, ETFs (including ETFs in real estate, commodities, currency, and gold and precious metal sectors), treasury inflation protected/inflation linked bonds and non-U.S. securities. AVA may use other securities as well to help diversify a portfolio when applicable. C. Client Tailored Services and Client Imposed Restrictions AVA provides their sub-advisory outsourcing services to Organizations acting on behalf of their clients, and indirectly services the clients of the Organizations based on the objectives and instructions provided by the Organization to AVA. D. Wrap Fee Programs A wrap fee program is an investment program where the investor pays one stated fee that includes management fees and transaction costs. AVA does not participate in wrap fee programs. E. Assets Under Management AVA has the following assets under management: Discretionary Amounts: Non-discretionary Amounts: Date Calculated: $0 $0 January 2024