A. Description of the Advisory Firm Aletheian Wealth Advisors LLC (hereinafter AWA) is a Limited Liability Company organized in the State of Washington. The firm was formed in May 2019 and approved July 2019, and the principal owners are Joshua Ray Betts and Randy T Siegel. B. Types of Advisory Services Investment Management – Multi-Family Office Services Client families’ best interests will be fully aligned with Aletheian Wealth Advisors as we serve them under a single entity that provides wealth management and advisory services. Working with Aletheian Wealth Advisors will enable clients to establish a governance and management structure that addresses the complex issues surrounding a family's wealth, resulting in more effective decision making and the potential for better outcomes. Key Elements of Multi Family Office Services ·Centralize asset management activities with the potential to achieve higher returns or lower risk for investment decisions via a formalized investment process o Conduct an evaluation of the overall financial situation o Determine investment objectives and family philosophy o Establish risk profiles and time horizons o Determine asset allocation strategies for public markets and private holdings that balance risk/return goals with tax efficiency and wealth preservation o Manage liquidity o Coordinate other professional services such as philanthropy, tax and estate planning. o Facilitate the inter-generational transfer of wealth AWA offers ongoing portfolio management services based on the Investment Policy Statement that is created for each client's specific situation. AWA will request discretionary authority from clients in order to select securities and execute transactions without permission from the client prior to each transaction. Risk tolerance levels are documented in the Investment Policy Statement, which is given to each client. AWA will not accept clients who hold accounts managed solely on a non- discretionary basis. AWA will accept clients who hold a portion of their assets in unmanaged, non-discretionary companion accounts. AWA seeks to provide that investment decisions are made in accordance with the fiduciary duties owed to its accounts and without consideration of AWA’s economic, investment or other financial interests. To meet its fiduciary obligations, AWA attempts to avoid, among other things, investment or trading practices that systematically advantage or disadvantage certain client portfolios, and accordingly, AWA’s policy is to seek fair and equitable allocation of investment opportunities/transactions among its clients to avoid favoring one client over another over time. It is AWA’s policy to allocate investment opportunities and transactions it identifies as being appropriate and prudent among its clients on a fair and equitable basis over time. Family

Advisory Services Financial Planning is an ongoing process that examines issues related to Family Succession; Estate and Wealth Transfer; Cash Flow and Sustainability Analysis; Philanthropic Intent; Minimization of Income and Estate Taxation; Life Management and Budgeting; Insurance Sufficiency and Efficiency Reviews. AWA offers Family Advisory Services to clients with illiquid and complex balance sheets not under AWA management who require ongoing financial planning to address issues related to Family Succession; Estate and Wealth Transfer; Cash Flow and Sustainability Analysis; Philanthropic Intent; Minimization of Income and Estate Taxation; Life Management and Budgeting; Insurance Sufficiency and Efficiency Reviews, as well as ongoing coordination with attorneys and CPA’s. Each client situation is distinct, with complicated balance sheets that may include real estate, operating entities, liabilities and other unique assets. Complexity, asset structure, and the scope of future goals and current deficiencies determines the time commitment. Clients may terminate the agreement within five business days of signing the Investment Advisory Contract without penalty. The ADV 2A and client contract has been updated. Services Limited to Specific Types of Investments AWA generally limits its investment advice to ETFs (including ETFs in the gold and precious metal sectors), equities, fixed income securities, real estate funds (including REITs), hedge funds, private equity funds, treasury inflation protected/inflation linked bonds, venture capital funds and private placements, and mutual funds, although AWA primarily recommends ETFs. AWA may use other securities as well to help diversify a portfolio when applicable. C. Client Tailored Services and Client Imposed Restrictions AWA will tailor a program for each individual client specific to their individual needs and requirements. AWA may use model allocations together with a specific set of recommendations for each client based on their personal restrictions, needs, and targets. Clients may impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs. However, if the restrictions prevent AWA from properly servicing the client account, or if the restrictions would require AWA to deviate from its standard suite of services, AWA reserves the right to end the relationship. D. Wrap Fee Programs A wrap fee program is an investment program where the investor pays one stated fee that includes management fees, transaction costs, and certain other administrative fees. AWA does not participate in wrap fee programs. E. Assets Under Management AWA has the following assets under management: Discretionary Amounts: Non-discretionary Amounts: Date Calculated: $ 164,510,100.00 $ 84,012,000.00 December 2022