4a: Firm Description The Rice Partnership, LLC was established in July 2005. Our main office is located in Honolulu, Hawaii. 4a1: Principal Members  Orest V. Saikevych, Chief Investment Officer: Mr. Saikevych can be reached via phone (808) 585- 7788 or email [email protected]  Bonnie F. Rice, CTFA®, ChFC®, Director of Private Client Services : Ms. Rice can be reached via phone (808) 585-7788 or email [email protected] 4b: Types of Advisory Services The Rice Partnership, LLC offers a variety of investment advisory services to our clients. We tailor our advice and services to your objectives, means and timelines. We will create a document that will precisely define the types of services we are providing, our role in providing those services to you and how we may carry out those services for you. Client services include:  Investment Strategies  Investment and Financial Planning  Estate Planning  Investment Policy Statements  Ongoing Portfolio Monitoring  Capital Needs Analysis As part of our investment advisory services, The Rice Partnership, LLC, may recommend that you use the services of a third party investment adviser to manage a portion or all of your investment portfolio. Factors that we take into consideration when making our recommendation(s) include, but are not limited to, the following: performance, methods of analysis, fees, your financial needs, investment goals, risk tolerance, and investment objectives. We will monitor performance to ensure its management and investment style remains aligned with your investment goals and objectives. Financial Planning The Rice Partnership offers financial planning services as part of its advisory services. The financial plan may include specific financial and investment strategies as well as specific/product recommendations, including equity, fixed income, insurance products, as well as asset allocation recommendations. At no time, however, is the client under any obligation to implement any of the suggestions outlined in the financial plan. Rather, implementation of a client’s financial plan is solely at the client’s discretion. Estate Planning To the extent requested by the client, The Rice Partnership offers estate planning assistance as part of its investment advisory services. TRP does not hold itself out as providing estate planning services separately from its primary service of investment management. Estate planning assistance generally includes an estate plan review in coordination with third-party service providers, specifically estate planning attorneys and online estate planning services. TRP works with these service providers to develop a tailored estate plan which takes into consideration a client’s risk profile and objectives and can include

the following: creation of trust and transfer documents, drafting of power of attorney documents, property agreements, wills, and other documents. For select clients, TRP also offers credits for reimbursement of estate planning legal work performed by the third- party service providers. TRP will provide credits based on a number of extenuating circumstances including advisory agreement provisions, specific need, unique conditions, assets under management, client relationship, emotional state, and other qualitative and quantitative factors. The credits associated with these types of services have expanded since the firm’s inception, and as such, not all clients have access to the same level of credits. The client is under no obligation to engage the services of any such recommended attorney or online ADV PART 2 A BROCHURE PAGE 5 OF 16 platform. If the client engages any such recommended attorney or platform, and a dispute arises thereafter relative to such engagement, the Client agrees to seek recourse exclusively from and against the engaged attorney or online document prep platform. TRP does not provide tax or legal advice as part of its estate planning services. 4c: Client Tailored Relationships and Restrictions As a fiduciary, The Rice Partnership, LLC always acts solely in your best interests. Your portfolio is customized based on your investment objectives. You may make requests or make suggestions regarding the investments made in your portfolio. Restrictions on trading which, in our opinion, are not in your best interest cannot be honored and if forced may result in the termination of our agreement. Similarly, you are under no obligation to act upon The Rice Partnership, LLC's or associated person's recommendations. If you elect to act on any of the recommendations, you are under no obligation to effect the transaction through The Rice Partnership, LLC or its associated person when the person is an agent with a licensed broker-dealer or through any associate or affiliate of such person. 4d: Wrap Fee Program The Rice Partnership, LLC does not sponsor a wrap fee program. 4e: Securities-Backed Loans To the extent requested by the client, The Rice Partnership, LLC will assist clients in obtaining a Securities-Backed Loan. In these situations, the client acknowledges the potential risks and implications of obtaining a Securities- Backed Loan including (i) the potential impact of market downturns on the Securities-Backed Loan and the possibility of a required sale of securities, (ii) the potential tax implications of the Securities-Backed Loan if securities are sold, and (iii) the potential impact of rising interest rates on the cost of the Securities-Backed Loan. TRP is not responsible for the ultimate effects of obtaining a Securities-Backed Loan on any account managed by TRP. 4f: Assets under Management (AUM) The Rice Partnership, LLC, as of December 31, 2023, has $572,600,714 in discretionary reportable assets under management and $36,769,146 in non-discretionary assets under management for a total of $609,369,860 assets undermanagement.