9AT: FIRST WASHINGTON CORPORATION

FIRST WASHINGTON CORPORATION

FIRST WASHINGTON CORPORATION

Adviser Profile

As of Date	12/18/2025
Registration	SEC, Approved, 01/30/2006
Other registrations (1)	Washington, Terminated, 01/03/2007
ADV Location	SEATTLE, WA, United States
Contact Info	206 xxxxxxx
Websites

AUM^*	501,201,045 34%
of that, discretionary	501,201,045 34%
Number of Employees	5 25%
of those in investment advisory functions	3 50%
Private Fund GAV^*	0
Avg Account Size	17,282,795 58%
% High Net Worth	75.86% 6%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

501M 430M 358M 286M 215M 143M 72M

2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker	Stock Name	$ Position	% Position	$ Change	# Change
Stck Ticker46641Q670	Stock NameJ P MORGAN EXCHANGE TRADED F	$ Position$81,557,874	% Position20.00%	$ Change12.00%	# Change12.00%
Stck Ticker693718108	Stock NamePACCAR INC	$ Position$34,671,317	% Position8.00%	$ Change4.00%	# Change0.00%
Stck Ticker595112103	Stock NameMICRON TECHNOLOGY INC	$ Position$22,689,879	% Position5.00%	$ Change105.00%	# Change-40.00%
Stck Ticker573874104	Stock NameMARVELL TECHNOLOGY INC	$ Position$16,249,304	% Position4.00%	$ Change198.00%	# Change-1.00%
Stck Ticker92686J106	Stock NameVIKING THERAPEUTICS INC	$ Position$14,874,513	% Position4.00%	$ Change19.00%	# Change-1.00%
Stck Ticker267475101	Stock NameDYCOM INDS INC	$ Position$16,678,909	% Position4.00%	$ Change48.00%	# Change-1.00%
Stck Ticker36828A101	Stock NameGE VERNOVA INC	$ Position$12,034,091	% Position3.00%	$ Change33.00%	# Change-1.00%
Stck Ticker576323109	Stock NameMASTEC INC	$ Position$12,919,495	% Position3.00%	$ Change-4.00%	# Change-26.00%
Stck Ticker65487K100	Stock NameNLIGHT INC	$ Position$11,563,743	% Position3.00%	$ Change-7.00%	# Change-23.00%
Stck TickerG29183103	Stock NameEATON CORP PLC	$ Position$13,853,161	% Position3.00%	$ Change121.00%	# Change85.00%

Brochure Summary

Overview

FIRST WASHINGTON CORPORATION (“FWCO”, we), founded in 1937, started its Registered Investment Advisory in 2005. We are registered with the Securities and Exchange Commission and the State of Washington as an Investment Advisor. FWCO is owned by Lewis Investors, LLC. Mr. David D. Lewis, Managing Member, indirectly owns 25% or more of First Washington. AMOUNT OF MANAGED ASSETS As of September 30, 2023, First Washington managed 372,944,377 on a discretionary basis. First Washington provides continuous advice to clients regarding the investment of client funds based on the individual needs of the client. Through personal discussions, we identify a client’s goals, objectives, time horizons, risk tolerance and liquidity needs. PORTFOLIO MANAGEMENT SERVICES First Washington Corporation provides discretionary advisory services through separately managed accounts to individuals, corporations or other business entities, trusts, estates, charitable organizations, and retirement plans. Account supervision is guided by the client’s stated objectives (i.e., maximum capital appreciation, growth, income, or growth and income), as well as

tax considerations. Clients may impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors. First Washington focuses on individual stocks, cash and cash alternatives when building a client’s portfolio. While we may recommend and provide advice on other types of products, individual stocks are our primary focus. Investment advisory services include, among other things, providing advice regarding asset allocation and the selection of investments. Investment types advised upon or utilized may be, but are not limited to, equity securities, which are listed on various exchanges, or traded over the counter, or from foreign issuers, warrants, corporate debt securities, commercial paper, certificates of deposit, municipal securities, mutual fund shares offered by investment companies, and United States government securities. Rev. 2023.12.15 Page | 2 Because some types of investments involve certain additional degrees of risk, they will only be implemented or recommended when consistent with the client’s stated investment objectives, tolerance for risk, liquidity, and suitability.