Washington Growth Strategies LLC (“WGS”) has been in business since 2014. Coe Magruder is the firm’s principal owner, and has been in the business of providing investment advice to clients for over 30 years. WGS provides personalized investment management services. Clients advised may include individuals, trusts, foundations, pensions, corporations and pooled investments. Asset Management Separate Accounts WGS provides highly customized investment management services to its clients. Before we begin investing we will develop a deep understanding of our client’s goals and needs. Our portfolios will be uniquely designed for each client based on their risk tolerance, time horizon, income requirements, and tax considerations. Portfolios will be actively managed with our investment decisions dictated by both financial market conditions and the evolution of our clients’ needs over time. Clients who engage our services will be asked to execute an Investment Management Agreement that outlines the responsibilities of both the client and WGS. The client will also determine whether they want their assets managed on a “discretionary” or “non-discretionary” basis. While we prefer to have full discretion over our investment decisions, we understand that some clients may prefer to be consulted before decisions are made. Clients that select “non-discretionary” investment services will always be consulted (either verbally or in writing) before any trades are placed in their account. All clients will receive monthly account statements and trade confirmations from our custodian (Schwab Advisor Services). These may be received electronically or in paper form. In addition, clients may request account information at any time from Charles Schwab or WGS. For some clients who are engaging WGS to provide asset management or other services, the preparation of a financial plan may be required to properly service a client. If a financial plan is required, it will be included with

the costs of the other services, and clients will not be charged any additional fees. Pooled Accounts WGS acts as the investment manager for a pooled investment vehicle, Washington Growth Fund, LP (“Washington Growth Fund”) and an affiliate of WGS serves as the general partner to the same vehicle. The investment program of Washington Growth Fund involves the investment of assets in various asset classes including exchange traded funds and notes. The Fund may also invest in other securities, including common stock, preferred stock, convertible securities, foreign stock, debt securities, options and other derivatives. The Fund may, among other things, employ leveraging strategies and hedge its investments by short selling and utilizing options in either the stock underlying specific securities or various market indices. Clients may be invited to invest in Washington Growth Fund, but only if the respective investment is appropriate for the client. WGS charges a management fee to the private placement (please see Item 5 for details). The management of the assets in the Washington Growth Fund are managed in accordance with the funds offering documents. Clients invested in the Washington Growth Fund should consult the offering documents. If you request, WGS may recommend the services of other professionals for implementation purposes. You are under no obligation to engage the services of any such recommended professional. You retain absolute discretion over all such implementation decisions and are free to accept or reject any recommendation from WGS. If you engage any professional recommended by WGS, and a dispute arises thereafter relative to such engagement, you agree to seek recourse exclusively from and against the engaged professional. Assets Under Management As of February 1, 2023 WGS has $184,815,780 in assets under management in 100 total accounts. Of this total, 94 accounts and $184,813,100 in assets under management are managed on a discretionary basis.