OWNERSHIP/ADVISORY HISTORY Wealthspan Investment Management, LLC (“We”) is a Michigan Limited Liability Company founded in March 2020. We became registered as an investment adviser in November 2020. Jeffrey Stukey and Luminist Holdings, LLC are our owners. Our investment advisory service is provided to you through an appropriately licensed and qualified individual who is an investment adviser representative of us (referred to as your “Investment Adviser Representative” or “IAR” throughout this brochure). Your IAR may either be our employee or an independent contractor. IAR’s are free to negotiate the fees to be charged for the services provided within the parameters we set, as disclosed in Item 5 – Fees and Compensation of this brochure. It is possible that different IAR’s may charge different fees for providing the same service to clients. The specific level of services you receive, and the fees charged will be specified in your investment advisory agreement. ADVISORY SERVICES OFFERED Through our IARs we offer the following investment advisory services. FINANCIAL PLANNING COMPREHENSIVE PLANNING AND ONGOING FINANCIAL PLANNING SERVICES Our comprehensive financial planning services involve a review of your financial situation, goals and risk tolerance. Through a series of personal interviews and/or the use of questionnaires we will collect pertinent data, identify goals, objectives, financial problems, and potential solutions. With this information, we tailor your financial plan and the advice we give to you. Our advice may cover any of the following topics: net worth statement; cash flow analysis, tax analysis, insurance and long-term care analysis; tax planning; retirement projections; 401k review; and/or other needs as identified during our meetings with you. You will receive a written financial plan following the completion of our meetings. Upon completion of the written plan our engagement is concluded unless you choose to receive ongoing financial planning services, we will continuously monitor, update and manage your written financial plan. FINANCIAL CONSULTING SERVICES We also offer financial consulting services where we focus on a single topic or multiple topics as identified in our meetings with you. The chosen topics are written in the financial planning and consulting agreement. Typically, we meet with you to discuss your questions, conduct research on the chosen topics and present the findings through a second meeting. Upon completion of the delivery of the recommendation, the engagement is concluded. PORTFOLIO MANAGEMENT SERVICES Our portfolio management services are offered to assist with the ongoing management of your investment accounts. We will request discretionary authority from you in order to select securities and execute transactions. Additionally, our Investment Adviser Representative (“IARs”) Wealthspan Investment Management, LLC Page 5 ADV Part 2A – 3/19/2024 will work with you to understand your investment objectives, time frame and risk tolerance. With this information, our IARs will recommend one or more of our model portfolios. We offer several model portfolios that are divided into two main styles of investment management, active and passive. Our actively traded model portfolios consist of the following: Enhanced Series – an actively managed portfolio lineup with the ability to overweight/underweight various broad market segments based on underlying market conditions. The models within the Enhanced Series can make adjustments in attempt to take advantage of major market trends, while remaining agile to market changes. As a holistic portfolio lineup, which is a complete and vast understanding of all the aspects in the portfolio line up as a whole, the Enhanced Series ranges from more aggressive to more conservative risk tolerances. Dividend Focus – an actively managed individual US stock model. The model focuses on companies in the S&P 500 with dividend yields higher than the median of the Index. After narrowing the Index to higher-yielding than average companies, the model ranks the remaining stock choices, favoring lower valuations, higher yields, stronger free cash flow and profit margins, higher return on capital, and healthier balance sheets – looking for high-quality companies at favorable valuations. This process is repeated monthly and results in an allocation of approximately 25 individual stocks. Healthcare Focus – an actively managed individual US stock model with the ability to select companies of various market capitalization. The model focuses on companies in the healthcare sector, as well as companies in the industries related to supporting the future of healthcare and wellness. After narrowing the investment universe, the model ranks the remaining stock choices, favoring lower volatility, higher sales and earnings growth, lower valuations, and healthier balance sheets. This process is repeated monthly and results in an allocation of approximately 25 individual stocks. Legacy – a strategic individual

US stock model, comprised of large-cap, US companies with long- term growth prospects. The model is designed to be held long-term, creating a tax efficient way to grow wealth and leave a legacy, should that be the desire of the client. Growth Focus – this model focuses on companies in the S&P 1500 (a blend of large, mid, and small-cap) with above average sales and earnings growth. After narrowing the Index to faster- growing than average companies, the doled ranks the remaining stock choices, favoring factors such as higher sales and earnings growth, stronger cash flows and profit margins, higher return on capital, and healthier balance sheets – looking for higher -quality growing companies. This process is repeated monthly and results in an allocation of approximately 25 individual stocks. While the model is actively managed, it will always be fully invested in the US Stock Markets. Our passive model portfolios consist of the following: Strategic Series – The models within the Strategic Series focus on reducing turnover to create greater tax efficiencies and minimizing overall portfolio costs. As a holistic portfolio lineup, the Strategic Series ranges from more aggressive to more conservative risk tolerances. Wealthspan Investment Management, LLC Page 6 ADV Part 2A – 3/19/2024 Strategic US-only Series – The models within the Strategic US Series focus on reducing turnover to create greater tax efficiencies and minimizing overall portfolio costs, while only utilizing US- oriented holdings. As a holistic lineup, the Strategic US Series ranges from more aggressive to more conservative risk tolerance. Core-Satellite Asset Allocation: Core-Satellite allocation strategies generally contain a 'core' group of securities making up the most significant portion of the portfolio, while applying a dynamic or tactical 'satellite' strategy that makes up a smaller part of the portfolio. Our IARs may recommend a single model portfolio, or they may blend them to create a customized portfolio. They base their investment recommendations on a variety of factors including, but not limited to, performance risk, fees, tax efficiency of different investment strategies, as well as your input and preferences regarding the strategies. For our model portfolios we may also use the services of a signal provider (i.e., a trader who grants access to the data on their trading operations allowing other traders to mimic them on their own trading accounts). The signal provider has developed the model portfolios exclusively for us. The signal provider will tell us when to buy or sell the securities in the portfolios. This means we have the full discretionary authority to make all trades in your account, but we will rely on the signal provider for the buy-sell signals. USE OF SUB-ADVISERS When deemed appropriate, we recommend the services of a sub-adviser to manage some or all of your assets on a discretionary basis. In these situations, we provide consulting and advisory services in overseeing such sub-advisers. We make recommendations regarding the use of a sub- adviser and their investment style based on, but not limited to, your financial needs, long-term goals, and investment objectives. We currently recommend Harvest Investment Services (“Harvest”) (CRD #159390), Luminist Capital, LLC (CRD #173396), and Zacks Investment Management (“ZIM”) (CRD #110897). The sub-adviser offers multiple model portfolios. Once a sub-adviser is selected, we continue to monitor them to ensure that they adhere to the philosophy and investment style for which they were selected. We will retain discretionary authority to hire and fire the sub-adviser and, when necessary, reallocate your assets to a new sub-adviser. A complete description of the sub- adviser’s services and fees will be disclosed in the sub-adviser’s Form ADV Part 2A or equivalent brochure which will be provided to you. RETIREMENT PLAN CONSULTING For retirement plan accounts, we can provide any of the following ERISA non-fiduciary services: Education Services to Plan Committee; Participant Education Services; Plan Search Support; Review of Fiduciary Liability Insurance Coverage; Monitoring of Qualified Fiduciary; or Participant Advice. When requested by you, we will provide any of the following ERISA non-discretionary fiduciary services: create an Investment Policy Statement; provide Investment Recommendations & Performance Monitoring; or Selection of Qualified Default Investment Alternative. Please note that our ERISA fiduciary services are limited to ERISA Section3(21) and we do not provide ERISA Section 3(38) fiduciary services. Wealthspan Investment Management, LLC Page 7 ADV Part 2A – 3/19/2024 TAILORED SERVICES The goals and objectives for each client are documented before any investing takes place. Clients may impose restrictions on investing in certain securities or types of securities. WRAP PROGRAM We do not sponsor a wrap fee program. CLIENT ASSETS MANAGED As of January 31, 2024, we manage approximately $7,223,464 in client assets on a discretionary basis. We also oversee $1,863,411 managed by third-party investment advisers.