A Bellevue Asset Management, LLC (“Bellevue Asset Management” “we” “us” and “Advisors”) is an independent financial planning and investment management firm. We are a Washington Corporation registered as an investment advisor under the laws of the Securities and Exchange Commission, with our principal place of business located in Bellevue, Washington. Bellevue Asset Management began conducting business as an independent investment advisory firm in 2003. Mike Vila and Jill McVey are the principals of Bellevue Asset Management both own more than a 25% interest in the firm. B We offer a wide range of investment advisory services to our Clients, including:  Investment Planning/Investment Policy Statements  Financial Independence/Retirement Planning  Capital Needs Analysis (Goal Funding)  Income Tax Planning  Estate Planning  Education Planning  Risk Management (Life and Disability Insurance)  Employee Stock Option Planning To minimize expense for our asset management Clients, we utilize Index Exchange Traded Funds (EFTs), individual stocks, and no-load funds for equity investing. For fixed income, we invest in a variety of instruments from individual corporate and municipal bonds funds to preferred stock to no-load bond funds. FINANCIAL PLANNING: We also offer financial planning services in conjunction with, or apart from, our asset management services. At the onset of a professional relationship, we meet with each Client to better understand their objectives and concerns. Our objective is to understand a Client’s full financial picture. A customized financial plan is then developed which serves a roadmap for the Client’s investment strategy. The process includes gathering all of the information necessary to provide a Client with appropriate and agreed upon

services, and may include one or more of the following: Budgeting and cash flow planning, disability planning and income protection, debt management, estate planning, business succession planning, retirement planning and investment planning. The plan considers all Client assets, liabilities, goals and objectives. Clients are encouraged to review their plans on a regular basis, based on individual circumstances. C Our investment supervisory services involve providing advice to Clients regarding the most effective investment strategies given a particular Client’s personal and business goals. Once a Client agrees to an investment strategy, we take the steps necessary to implement the strategy manage the Client’s account on a discretionary basis. This means that we have ongoing and continuous authority to execute investment recommendations in accordance with a Statement of Investment Policy (or similar document used to establish each Client’s objectives and suitability), without the Client’s prior approval of each specific transaction. Under this discretionary authority, Client allows us to purchase and sell securities and instruments in their account(s), arrange for delivery and payment in connection with the foregoing, select and retain sub-advisors, and act on their behalf in matters necessary or incidental to the handling of the account, including monitoring certain assets. In order to best serve their needs, we encourage our Clients to notify us of any life events or financial changes that could affect their individual financial circumstances and needs. D We do not participate in or sponsor any wrap-fee programs. E Bellevue Asset Management manages $319,308,210 of Client assets on a discretionary basis and $0.00 on a non-discretionary basis. This amount was calculated as of December 31, 2023.