A CGC Financial Services, LLC (“CGC” “we” “our” “Advisor” “the firm” “us”), is an Oregon limited liability company, registered as an independent investment advisory firm with the Securities and Exchange Commission. Our principal place of business is in Lake Oswego, Oregon. The firm was founded in 2006. Owner and principal, Glen Clemans, is one of the founders of the firm. B CGC strives to help its clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. CGC advisory personnel assist clients to take advantage of investment opportunities by providing them with three key tools: (1) A clear understanding of their financial goals; (2) a well- defined roadmap for achieving those goals; and (3) ongoing advice to help adjust their roadmap when their needs change. CGC and the Client will enter into an agreement which details the scope of the relationship and responsibilities of both CGC and the Client. CGC gathers information about its clients through personal consultations, the collection of statements and documents that are completed by the Client (Client Data Sheet and Risk Tolerance Questionnaire). Advisory personnel analyze this data to determine if the client’s current needs are being met and if the client has adequately planned for future needs. Together, CGC and the Client then determine the type of advisory service that best fits the Client’s financial needs, goals, and objectives. CGC offers both discretionary and non-discretionary asset management service, in which it designs, monitors, and manages individualized portfolios on a continuous basis for clients with varied investment needs, goals and objectives. The Advisor tailors its services to the individual needs of its clients through an initial consultation and regular, ongoing communications with its clients. Advisory personnel first review the client’s

current holdings (including analyzing the tax considerations if any assets are sold) to determine if this portfolio fits the client’s risk tolerance and financial circumstances. CGC uses comprehensive financial planning tools to create a customized financial plan for its Clients. The financial plan is intended to serve as a benchmark for Clients individual cohesive financial strategy. Whether the goal is to save for retirement, saving for a child’s education, or navigating complex tax considerations, CGC is here to guide our Clients every step of the way. CGC primarily uses client provided data, but also relies on several assumptions to prepare the financial plan. These assumptions are disclosed during the review of the financial plan and stated within the document. CGC determines on an individual basis, whether a financial plan is required, depending on several factors including, stage of life, size of assets, withdrawal rate, sophistication of client situation, etc. The financial plan is typically reviewed by the advisor during the Clients annual review or whenever the need arises, whichever is sooner. The financial plan is not intended to be a guarantee of profit or results. The financial plan is intended to be a living document, meaning it will be updated as client circumstances and outside forces change over time. It is the Client responsibility to ensure the advisor is aware of any changes that would impact the assumptions used within the financial plan. C Advice and services provided under the agreement are tailored to the stated objectives of the Client regardless of whether authority is discretionary or non-discretionary. D CGC does not participate in or sponsor any wrap-fee programs. E We currently manage approximately $621,448,309 of client assets on a discretionary basis, and $43,222,647 on a non-discretionary basis. These amounts were calculated as of December 31, 2023.