Being registered does not mean Auour is endorsed by any regulatory authority or implies any level of skill or training. The Adviser is headquartered in Wenham, MA. Auour’s services involve portfolio management and investment advisory services. ASSETS UNDER MANAGEMENT Total assets under management (“AUM”) as of December 31, 2023: Non-Discretionary $28,132,400 Discretionary $288,840,726 Total $316,973,126 PRINCIPAL OWNERS Auour Investments, a Massachusetts limited liability company founded in 2013, is owned by its managing principals, Joseph Hosler, Robert Kuftinec, and Kenneth Doerr, through direct ownership. The managing principals hold 100% of the firm. FIRM DESCRIPTION Auour Investments uses proprietary asset allocation investment processes and models to help guide investment decisions aiming to manage portfolio risk to best protect and grow clients’ future purchasing power. Client assets are generally invested using a passive exchange-traded fund (“ETF”) strategy but may also hold stocks, bonds, mutual funds, and other types of securities. The firm’s investment strategies are offered as described below. TYPES OF SERVICES Directly Managed Separate Accounts Auour provides customized investment management services on a discretionary basis to individuals, family offices, family & charitable trusts, and high net-worth clients through our investment advisor representatives (“IAR”). After discussions around risk tolerance, investment time horizon, asset allocation, and income requirements, among other things, Auour, through our IARs, will discuss options appropriate and suitable to the client based on the client’s investment needs. Account supervision is guided by the client’s stated objectives (i.e., capital appreciation,

growth, income, etc.), and all managed accounts will be maintained with an independent, qualified custodian. Auour accounts are managed on a discretionary or non-discretionary basis as indicated in the Auour Investment Advisory Agreement. Sub-Advisor or Co-Advisor to Managed Separate Accounts The Firm also provides discretionary investment advisory services to separate account clients as a subadvisor or co-advisor to other registered investment advisers (outside RIAs). The RIA's investment adviser representative (IAR) selects an investment strategy for their client after consulting with them and providing the risk profile to Auour to substantiate the selection. The RIA is responsible for providing updates to Auour as and when applicable. Clients utilizing Auour as a subadvisor or co-advisor will pay higher fees than clients in Directly Managed Separate Accounts. Strategy Signal Service Auour offers a strategy signal service whereby it enters into a non-discretionary advisory agreement with unaffiliated third parties. This offers a broader distribution of the Auour strategies to non-clients unrelated to service providers. Through this service, Auour uploads holdings and trade instructions to the various third parties’ platforms which may then utilize the information as a component of the allocation process for their clients that subscribe to the Auour strategies. The third parties and their clients may choose to follow (or not) the signals Auour provided. Auour does not manage any accounts under the strategy signal service and is not responsible for the trade execution or reconciliation of these accounts. Any assets that rely on the signals are not included in AUM and will be identified as Assets Under Advisement (“AUA”).