Greenline provides portfolio and asset management services on a discretionary basis to a wide range of investors (collectively, “Clients”). Greenline also provides investment and consulting services on a non-discretionary basis. Consulting services provided to our Clients include: a) analysis and recommendations for a strategic asset allocation, b) analysis and recommendations for a liability hedging strategy, c) analysis and recommendations for selecting active managers and structuring an optimal portfolio of these managers, and d) risk analysis of the Client’s existing portfolio relating to strategic asset allocation, liability hedging, and manager selection. Greenline tailors its services to each Client. First and foremost, the recommendations or management for each Client is customized to the specific goals of each Client including targeted return, risk tolerance, and cash flow needs. Additional considerations include tax efficiency, family obligations, gifting desires and any other individualized limitations requested by the Client. Among our service offerings is an automated investment program (the “Program”) through which Clients are invested in a range of investment strategies we have constructed and manage, each consisting of a portfolio of exchange -traded funds (“Funds”) and a cash allocation. The Client may instruct us to exclude up to three Funds from their portfolio. The Client’s portfolio is held in a brokerage account opened by the Client at Charles Schwab & Co., Inc. (“CS&Co”). We use the Institutional Intelligent Portfolios® platform (“Platform”), offered by Schwab Performance Technologies (“SPT”), a software provider to independent investment advisors and an affiliate of CS&Co., to operate the Program. We are independent of and not owned by, affiliated with, or sponsored or supervised by SPT, CS&Co., or their affiliates (together, “Schwab”). We, and not Schwab, are the Client’s investment advisor and primary point of contact with respect to the Program. We are solely responsible, and Schwab is not responsible, for determining the appropriateness of the Program for the Client, choosing a suitable investment strategy and portfolio for the Client’s investment needs and goals, and managing that portfolio on an ongoing basis. We have contracted with SPT to provide us with the Platform, which consists of technology and related trading and account management services for the Program. The Platform enables us to make the Program available to Clients online and includes a system that automates

certain key parts of our investment process (the “System”). The System includes an online questionnaire that can help us determine the Client’s investment objectives and risk tolerance and select an appropriate investment strategy and portfolio. Clients should note that, if we use the online questionnaire, we will recommend a portfolio via the System in response to the Client’s answers to the online questionnaire. The System also includes an automated investment engine through which we manage the Client’s portfolio on an ongoing basis through automatic rebalancing and tax -loss harvesting (if the Client is eligible and elects). We charge clients a fee for our services as described below under Item 5 Fees and Compensation. Our fees are not set or supervised by Schwab. Clients do not pay brokerage commissions or any other fees to CS&Co. as part of the Program. Schwab does receive other revenues, including (i) the profit earned by Charles Schwab Bank, a Schwab affiliate, on the allocation to the Schwab Intelligent Portfolios Sweep Program described in the Schwab Intelligent Portfolios Sweep Program Disclosure Statement; (ii) investment advisory and/or administrative service fees (or unitary fees) received by Charles Schwab Investment Management, Inc., a Schwab affiliate, from Schwab ETFs™ that we select to buy and hold in the Client’s brokerage account; (iii) fees received by Schwab from third -party ETFs that participate in the Schwab ETF OneSource™ program in the Client’s brokerage account for services Schwab provides; and (iv) remuneration Schwab may receive from the market centers where it routes ETF trade orders for execution. We do not pay SPT fees for the Platform so long as we maintain $100 million in Client assets in accounts at CS&Co. that are not enrolled in the Program. If we do not meet this condition, then we pay SPT an annual licensing fee of 0.10% (10 basis points) on the value of our Clients’ assets in the Program. This fee arrangement gives us an incentive to recommend or require that our Clients with accounts not enrolled in the Program be maintained with CS&Co. Form ADV Part 2A 4 Greenline is a Limited Liability Company, with offices in New York, NY and organized under the laws of Connecticut. Greenline began operations in 2012. Its principal owner is Maneesh Shanbhag. Assets Under Management As of December 31, 2023, Greenline managed approximately $753 million of Client assets on a discretionary basis and approximately $852 million of Client assets on a non-discretionary basis.