Olympus Wealth Management, LLC, a Utah limited liability company (“Olympus” or “Adviser”), is an SEC registered fee-only investment advisory firm headquartered in Salt Lake City, Utah. Hereinafter, the terms “we,” “us,” “our,” and “ours” refer to Olympus, unless the context clearly indicates otherwise. We provide fee-only wealth management, multi-family office services, and private investment consulting plan services designed for high net-worth and ultra-high-net-worth individuals and families, Trusts and Estates, and corporate clients. We formed Olympus in May 2013, which became an SEC registered investment advisory firm in 2015. Olympus is owned by The Bird Family Trust, Matthew T. Bloom-Krull, and LSC Adventure 818 LLC, with each owning 33 1/3 percent. Olympus is managed by Scott A. Bird, Matthew T. Bloom-Krull, and Scott Poelman. We offer sophisticated planning and investment management services on a discretionary basis (“Wealth Management”), multi-family office services, and private investment consulting plan services. Our Wealth Management Approach We like to engage with clients through a four-step process: 1) Gather information about you and define our relationship and scope of services, 2) Analyze different scenarios and tailor a plan specific to your needs, 3) Implement your plan, and 4) Monitor your plan. We repeat this process to adjust for changes as needed. Gather: Wealth management requires focus. We help you focus by first gathering information about you. This information includes basic facts and assumptions about your family, assets, liabilities, income, and expenses. It also includes your goals and objectives. You can have economic goals such as capital preservation, income, or growth. You can also have aspirational goals such as a vacation home, travel, hobbies, new businesses, wealth transfers to family, and charitable giving. Information about you also includes any remaining obstacles to achieving your goals and objectives and your risk tolerance. All this information helps define where you want to go and guides your decisions to get there. Analyze: After we gather information about you, we analyze various spending and investment scenarios. These scenarios help us identify the effects of certain decisions. For instance, we explore the effect of spending more or less than your target spend rate. We also explore the effect of investing more conservatively or aggressively than your initial estimate of risk tolerance. If needed, we can analyze additional variations as we identify what scenarios most closely resemble your situation. With the analysis, we help you evaluate your choices. Choices often include how much to spend, how much to retain, how to manage your assets, and how to manage your liabilities. How we manage your assets depends on your situation. For some it can include a variety of investment strategies for diversification. For others it can include establishing categories for income, preservation, and growth. The growth category can include a portfolio of illiquid assets, such as private equity and real estate. Sometimes these assets exist already, and sometimes they need to be built out over time. Either way, we consider and often account for the evolving nature of the overall asset mix by making adjustments to the liquid assets. For example, we sometimes take a barbell approach by investing the liquid assets conservatively while illiquid assets involve greater risk due to concentration. At other times we take a coordinated approach, filling in categories over time based on income flows (from an on- going liquidity event for example) and investment opportunities as they arise. We also help you consider various planning strategies, depending on your circumstances. These strategies are often for: liquidity events, taxes, estate planning, wealth transfers, charitable giving, asset protection, business succession, and retirement. These strategies are often best considered using a team approach with your wealth management team, accountant, and estate planning lawyer. We are positioned to collaborate with these other professionals and to coordinate the broader team. As your wealth management team, we usually have the most frequent interaction with you. We also have the ability to model ideas suggested by the team. While we do not offer tax advice, we do have a former tax lawyer on our team who can help spot issues, propose strategies, and explore solutions in detail with the broader team. After evaluating your choices and considering various planning strategies, we make recommendations, and you will be empowered to make decisions. Based on these decisions, we help you implement your plan. Implement: To be successful, your plan must be implemented. We have developed a disciplined process to implement your investments. This process includes transferring assets, phasing in investments, managing the allocation and selection of investments, and coordinating planning strategies with your accountant and estate planning lawyer. Transferring assets involves gathering various identifying information from you, preparing the necessary paperwork, and gathering your signature. We make sure to coordinate titling issues with your plan in consultation with your accountant and estate planning lawyer. Titling issues, of course, include who owns what. Sometimes ownership can get complicated, especially when navigating a liquidity event to maximize tax efficiency. For instance, expectations for appreciation and tax rates can influence whether assets should be held inside or outside the estate or pursuant to one strategy over another. Ownership can also get complicated with prenuptial agreements. Understanding the agreement is key. Then we can title assets in line with the agreement to ensure joint and separate property remain as such. Phasing in investments varies depending on whether your assets are in cash or already invested. If your assets are in cash, we typically phase in your investments over a certain period of time for dollar-cost averaging. If your assets are already invested, we typically transfer your assets in kind and analyze the unrealized gain or loss. If that gain or loss exists in the positions, we want to sell then we develop a plan to recognize that gain or loss as we thoughtfully transition from your prior allocation to your new allocation. Sometimes it makes sense to recognize the entire gain or loss in the current year, and sometimes it makes sense to spread that gain or loss over more than one year. We will help you decide the best course for your situation. Managing the allocation and selection of investments for your investment strategy requires a great deal of on-going work. We engage in this on-going work on an independent platform with a full depth and breadth of resources. This platform allows us to be better fiduciaries, free to focus on what is best for you without being limited by institutional bias or proprietary solutions. See Item 8 for a description of our investment management process. Coordinating planning strategies with your accountant and estate planning lawyer typically involves discussions among the team of professional advisors followed by discussions with you. The frequency of discussions depends on the complexity of your planning strategies. Whatever the frequency or complexity, we often coordinate the effort, working to ensure everyone stays focused until completion. Monitor: Your plan must also be monitored, and monitoring requires attention. We are able to provide this attention because we seek to focus on fewer, larger relationships. Working with fewer, larger relationships enables us to spend more time with you addressing details that often get ignored. For the purposes of monitoring your plan, these details include both changes to your facts and assumptions, as well as the performance of your investment strategy. Your plan is based on facts and assumptions that can change, including assumptions about future income and expenses. If these facts or assumptions change in a material way, then we should update your plan. Otherwise, we could end up with results that are not aligned with your goals and objectives. Changes can vary greatly. Maybe you decide to retire earlier than expected, maybe you find a compelling investment opportunity you want to consider, maybe your risk tolerance shifts, or be tax laws change. Whatever

the change might be, we should discuss the impact on your plan. We will have many opportunities to identify changes. We recommend meeting with you at least once a year to review your plan. We also like to connect with you quarterly about the performance of your investment strategy. We track the performance of your strategy through our on- going due diligence, and we summarize performance for you in quarterly reports. With these reports, we can evaluate performance against your objectives. We also make ourselves available in person, by phone, or by email to address whatever needs arise. Such needs could include general questions, service requests, planning, investments, and introductions to our network. Of course, we will often reach out to provide economic updates or just to connect personally. Once we identify changes, we help you adjust for them by re-engaging in the relevant portions of our four-step process. Our Wealth Management Services Financial Planning: Wealthy families face complexities that require planning. These complexities can include financial, tax, legal, and generational wealth issues. We work exclusively with wealthy individuals and families and can leverage our collective expertise and resources to provide the planning that such people require. See the sub-section of this Item 4 above titled “Our Approach” for a description of our planning process. Investment Management: Managing the allocation and selection of investments for your investment strategy requires a great deal of on-going work. We tailor solutions for you by constructing an investment strategy to meet your needs and risk tolerance. Also, we approach the markets with a family wealth management perspective and make investment decisions within the context of your entire balance sheet. We do not attempt to time the markets; rather, we stay invested at all times in accordance with your objectives. See Item 8 for a description of our investment management process. Team Approach: We seek to focus on fewer, larger relationships. Doing so allows us to spend more time with you and to address details that can often get ignored. From the start, we connect you with our team of experienced professionals with complementary skills and diverse expertise—not one person with limited depth and breadth of knowledge. We believe our team is better equipped to address complex wealth management issues, due to our additional skills and expertise; act as each other’s sounding board, challenging each other’s thinking to ensure the highest quality of advice; and coordinate when you have an urgent request because you have more than one person to contact. We often coordinate with your accountant and estate planning lawyer to address tax, estate planning, asset protection, and investment issues. That way you can spend more time pursuing your passions. This effort to coordinate is important because without it the components of an overall plan often become disconnected. If you do not have an accountant or estate planning lawyer, or if you want to consider someone new, we can make introductions for you. We invest time in maintaining a network of professionals who we believe can add value to you. We invest in technology to help you stay on top of your finances. Examples include quarterly summaries of investment performance, a client portal for you to aggregate account information from multiple accounts, tools for us to analyze various spending and investment scenarios and to model planning strategies, and an online vault for you to securely store and share documents. Our Multi-Family Office Services Wealthy individuals and families with multi-generational family enterprises sometimes find that a byproduct of financial freedom is complexity. When it makes sense, you can engage us to provide multi-family office (“MFO”) services to help manage this complexity by being your family office “CFO” and gatekeeper. Doing so typically makes sense when your overall net worth exceeds $25 million, and your enterprise balance sheet includes or will include significant illiquid assets. Depending on a client’s needs, Olympus will provide a broad range of MFO services (both investment and non-investment related), which include: consulting for your entire balance sheet (not just your liquid investments); building a private equity/investment portfolio, including, coordinating a request for proposal process with other asset managers who provide a particular expertise; exploring and coordinating complex wealth transfer strategies; coordinating family meetings and family education regarding wealth management issues; providing additional reporting such as comprehensive investment performance reports (for both liquid and illiquid investments) and consolidated financial statements; personal bookkeeping; bill pay services; and serving as a point of contact to ensure coordination and avoid duplication by filtering all proposals for your estate, liquid and illiquid investments, insurance, or business ventures. Please note that the MFO services do not include tax or legal advice, but we will work with a client’s attorneys and tax advisers as needed. Private Investment Consulting Plan Services We offer consulting on private investments, wherein Olympus will, from time to time, research and recommend unaffiliated private funds to clients. The types of private funds include, but are not limited to hedge funds, real estate funds, private equity funds, and venture capital funds. Investing in private funds involves various risks, which an investor should be aware of, including, but not limited to, the potential for complete loss of initial investment. A complete discussion of risks and other important information is set forth in each private fund’s offering documents, which are provided to clients for review prior to investing. Please also refer to Item 8 below for further information on risks surrounding these types of securities. We only make recommendations to private investing consulting clients that meet the qualification requirements mandated by the private fund and where we have determined that the investment is suitable and in line with the clients’ investment objectives and risk tolerances. Our policy and practice for private investments is to allocate fairly and equitably among our clients according to a specific and consistent basis so as not to advantage any firm, personal or related account and so as not to favor or disfavor any client, or group of clients, over any other. Every relationship is different and presents different complexities. As a result, not every relationship will require every service we offer. When appropriate, we will have a conversation about your needs and customize a solution for your family for a negotiated fee under a separate addendum to your agreement. Clients are not required to use Olympus for any of described service and services may be available from other professional providers at lower cost. Tailoring of Advisory Services We seek to tailor our advisory services to the individual needs of clients as described above. We define the scope of our wealth management services in a Wealth Management Agreement, which each client enters into with Olympus, and a customized Investment Policy Statement, as appropriate. We define the scope of our multi-family office services in a separate addendum to your agreement. Each client has the opportunity to place reasonable restrictions on the types of investments to be held in their portfolio. Restrictions on investments in certain securities or types of securities can or will not be possible due to the level of difficulty this would entail in managing the account. Any restrictions must be outlined in the Wealth Management Agreement or Investment Policy Statement. While we strive to have quarterly contact with each client, it is important for you to inform us promptly of any changes to your financial situation, investment objectives, and/or long- term goals. We do not manage assets under our multi-family office services, and each of those service offerings is subject to a separate fee arrangement, as set forth in our written agreement. Participation in Wrap Fee Programs We do not sponsor or participate in wrap fee programs. Regulatory Assets Under Management As of December 31, 2023, we manage $ 699,365,669 on a discretionary basis and $153,331,065 on a non-discretionary basis.