Background Glen Eagle Advisors, LLC (the “Firm” or “GEA”), a SEC-Registered Investment Adviser, has been in business since 2006. The Firm provides investment advice on an array of investment products and services, including traditional brokerage products, private client services, wealth management services and corporate services such as but not limited to 401k & 529 plans, consulting and advice. Glen Eagle Investments, Inc., a Delaware S Corporation, owns 100% of Glen Eagle Advisors, LLC. Susan Michel is the principal shareholder of Glen Eagle Investments, Inc. Glen Eagle Advisors, LLC is an investment adviser providing investment management services to individuals, pension & profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. The Firm offers its services on a fee basis calculated on a percentage of assets under management. Alternatively, certain of the Firm’s affiliatesmay offer securities brokerage services and insurance products under a commission arrangement, which may be used to offset Glen Eagle Advisors, LLC’s fees (as discussed below). Prior to engaging Glen Eagle Advisors, LLC to provide any of the foregoing investment advisory services, the client will be required to enter into one or more written agreements with the Firm setting forth the terms and conditions under which Glen Eagle Advisors, LLC shall render its services (collectively the “Advisory Agreement”). GEA’s investment advisory services consist of discretionary and non-discretionary management of investment portfolios and access to discretionary portfolio management by other professional money managers, all in accordance with the investment objectives of the client. AdvisoryPrograms Glen Eagle Advisors, LLC offers its clients a variety of programs with which to establish an investment advisory relationship. The Firm offers non-wrap fee advisory programs and has a small legacy wrap- fee program that is not offered to new clients. Some discretionary asset management programs which are offered to Glen Eagle clients are by Fidelity Institutional Wealth Services LLC (‘Fidelity”), Schwab, American Funds, DriveWealth and Interactive Brokers. These asset management programs can custody Glen Eagle’s Clients’ assets. WrapFeeProgram.The Glen Eagle Wrap Fee program features asset management services for fees based on a percentage of the client assets under management. The wrap fee program includes asset management services provided by the client’s adviser, securities transactions costs (ticket charges, transaction service fees), and performance reports by Circle Black, a third-party portfolio management and records provider that is not under common control with GEA or its affiliates (Please note that the CEO of GEA has an ownership interest in Circle Black but is not involved in the day to day management of the company or its products). These reports are made available electronically to the client. These services are offered for an annual wrap program fee, charged on a quarterly calendar basis (in arrears), based on a percentage of the market value of the assets managed by the Firm. The annual wrap program fee does not include fees associated with account opening, maintenance (which are generally charged by the broker-dealer/custodian to client’s accounts), or certain additional expenses related to investments which include, but are not limited to, 12(b)-1 fees, and security redemption fees. Clients preferring performance reporting on all their accounts can choose, for a separate fee, to link those accounts with their Glen Eagle Wrap Fee account to receive a consolidated report. Non‐Wrap Fee Advisory programs. Glen Eagle Advisors, LLC currently offers non-wrap fee advisory programs. Non-wrap fee advisory programs provide advisory services for an annual fee based on the assets in the account but do not include some of the components of the wrap fee program. The terms are outlined below. The Glen Eagle Non-Wrap Fee Program provides clients with investment management services of the investment adviser for a fee, based on the value of the assets in the accounts. In addition to the basic management services, the program offers performance reporting compiled by Circle Black, an independent third party. Glen Eagle’s Non-Wrap Fee Program does not cover the securities transaction charges as is the case in the Glen Eagle Wrap Fee Program. Account opening and maintenance fees, as well as the other additional expenses such as 12(b)-1 fees, and redemption fees will be charged to the client account. Glen Eagle Non-Wrap Fee Program clients preferring performance reporting on all their accounts can choose, for a separate fee, to link those accounts with their Glen Eagle Wrap Fee account to obtain a consolidated report. Clients opening relationships in any of the above programs will have their individual financial situation and suitability considered prior to investing in any securities. The investment adviser will take into account, among other things, the financial assets and experience of the investor, the client’s investment objectives for the advisory assets, and the client’s risk tolerance. Each investment adviser will then use the results of this discussion to build an investment portfolio in concert with each individual client. All investment advice in Wrap Fee and Non-Wrap Fee accounts is based on the client’s financial situation, investment objectives, and risk tolerance. Program differences are based on how transaction costs are paid for, how fees are assessed and whether a performance report is provided. alooola In 2017, the firm introduced alooola, a Glen Eagle Advisors, LLC brand that focuses on providing financial advice using a personalized and technologically driven platform to a diverse and customarily overlooked population of young professionals with low asset balances and with long- term time horizons until retirement. alooola seeks to increase the long-term financial stability and wealth of its clients through a process that is supported by an advisory team and a technology platform offered in partnership with Glen Eagle Advisors, LLC. alooola is expected to appeal to a millennial client base that has minimal investment assets and wishes to grow those assets to meet retirement and non-retirement needs by investing regularly. Other prospective clients may be attracted to the service for its fee schedule, its reliance on technology, or the remote advisory services offered to support the client. The firm plans to spin the alooola brand out into its own registered investment advisor in 2Q2024. alooola focuses on providing discretionary

asset management of mutual funds in advisory share classes or no-load funds appropriate for advisory accounts, and certain exchange-traded funds (ETFs). In addition, alooola offers basic financial planning services, including but not limited to, budgeting and retirement projections as part of the cost of the service. The fees for the alooola program are a flat charge within asset tiers. The program will normally not charge clients for transactions, but the account custodian may charge for account maintenance items that are not associated with transacting securities business. If a client has equity or bond holdings in an account that must be sold, a transaction fee may be applied by the clearing firm. TypesofInvestments Glen Eagle Advisors, LLC offers advice on each of the following types of investments: exchange listed and over-the-counter equity securities (including exchange-traded funds) corporate debt securities, commercial paper, certificates of deposit, municipal securities, unit investment trusts, investment company shares such as mutual funds and variable annuities, US government securities, and options contracts on securities. Glen Eagle Advisors, LLC intends to primarily allocate its client’s investment management assets among Independent Managers(as defined below), mutual funds, individual debt, and equity securities in accordance with the investment objectives of the client. GEA may also recommend alternative investment products to qualified investors, in the share class appropriate for each individual investment. Clients of Glen Eagle Advisors, LLC may impose restrictions on what types of securities the investment advisor is permitted to acquire on behalf of the client. These restrictions can be imposed for any reason (or no reason) at the behest of the client. The investment advisor will note such restrictions and recommend an investment strategy that takes them into account. FinancialPlanningServices The Firm may offer financial planning and consulting services. Financial planning services may include the provision of a detailed documented financial plan with follow-on meetings to assess progress towards meeting plan goals and objectives. Other services may include a series of meetings to discuss the planning client’s general financial condition and to advise on the pursuit of financial products and strategies. These services will be subject to a signed agreement between the client and the advisor. Fees charged for these services are at an hourly rate of up to $250.00 per hour.
BrokerageandClearingServices Glen Eagle Advisors, LLC offers securities through a number of arrangements with broker dealer and custody firms. Including its affiliate, Glen Eagle Wealth, LLC, an independent FINRA member broker dealer that uses the custody and clearing services of Pershing, LLC and National Financial Services (“NFS”), for investment management accounts. Other companies’ broker-dealer, custodial and clearing platforms may be introduced as alternatives at the discretion of the investment adviser (e.g. Schwab, Interactive Brokers and DriveWealth). Glen Eagle will place the client on one of the appropriate platforms abovetoimplement investment transactions and custody the investment advisory assets. When Pershing is chosen as the custodian of the investment advisory assets, Glen Eagle Wealth, LLC will be used to introduce any investment transactions to Pershing. Glen Eagle Wealth, LLC has a contractual relationship with Pershing to serve as one of the broker dealer’s clearing firms. As with the use of any broker dealer, Glen Eagle Advisors is responsible to ensure all broker dealers provide best execution for client orders including the Glen Eagle Wealth. Best execution may not be the lowest possible commission cost, but whether the transaction represents the best qualitative execution taking into consideration the full range of the broker dealer’s services including execution capability, commission rates, liquidly and other products. OtherInformation Before or at the time the advisory contract is entered into, the Firm provides a copy of ADV Parts 1 and 2and Form CRS. Signing the Investment Advisory Agreement also continues the process of information sharing with the adviser. The client should expect to be asked questions relating to personal and family information, as well as financial information. Information shared will include a discussion on the client’s investment objectives and tolerance of risk. The adviser will discuss the types of risk that may impact various strategies that the client should consider. Client should be prepared to provide account statements of other accounts where financial assets may be currently held and are anticipated to be transferred to the new investment account. Once the client and adviser have completed the initial discussion, the adviser will devise an investment strategy that fits the client’s financial situation and risk profile. The client is free to transfer assets in and out of the account at any time. However, as part of an investment strategy, client assets may be invested in securities that are illiquid/subject to a lock-up period (for example, certain annuities, private placement, restricted stock, etc.). GEA may provide non-discretionary investment advisory services to clients relating to (1) variable life/annuity products that they may own, (2) their individual employer-sponsored retirement plans, and/or one of the 529 College Savings Plans. By providing these services, the adviser recommends the allocation of client assets among the various mutual fund subdivisions that comprise the variable life/annuity product or retirement plan. The client assets shall be maintained at either the specific insurance company that issued the variable life/annuity product, which is owned by the client, or at the custodian designated by the sponsor of the client’s retirement plan. It is important to note that the Investment Advisory Agreement covers only those individuals, trusts, and entities that are party to the Advisory Agreement. The Advisory Agreement terminates according to the terms and conditions of the Advisory Agreement and may not be assigned (within the meaning of the Investment Advisors Act of 1940) by either the client or GEA without the written consent of the other party. Clients should consult with GEA when circumstances warrant changing the nature and purpose of the account. As of December 31, 2023, Glen Eagle Advisors, LLC managed a total of $714,150,650on a discretionary basis, including separately managed accounts. See ADV Part 1 for further details.