OWNERSHIP/ADVISORY HISTORY Bucket List Wealth Management, LLC (“We”) is a Florida limited liability company founded in January 2017 by Daniel Quirk. Mr. Quirk is our managing member and sole owner. ADVISORY SERVICES OFFERED Our services include the recommendation and monitoring of Third-Party investment advisers (“Third Party Adviser”). We may recommend one or more Third Party Advisers to the client. The recommendation will depend on the client’s circumstances, goals and objectives, strategy desired, account size, risk tolerance, or other factors. We work with each client to determine which Third Party Adviser may be appropriate. Clients are never obligated to use a recommended Third-Party Adviser. We review the Third-Party Advisers prior to making a recommendation to the client. We consider the following factors during its review: fees, reputation, performance, financial strength, management, price, reporting capabilities, client’s financial situation, client’s goals, client’s needs, and client’s investment objectives. After our review, we present the client with one or more recommendations. If the client wishes to proceed with the recommendation, we enter into a sub-adviser relationship with the recommended Third-Party Adviser. These arrangements allow us to access model portfolios, model managers, strategists, third party money managers, and trading services through the Third-Party Adviser’s managed account program. The Third-Party Adviser is responsible for portfolio

management, best execution, portfolio reporting, trading, trade error resolution, and custodian reconciliations. We maintain our relationship with the client by monitoring the status of the client’s accounts with the Third-Party Adviser, making recommendations about the Third-Party Adviser, usually meeting with the client either in person or by telephone on an annual basis and acting as the client’s primary financial adviser. We also retain discretionary authority to hire and fire Third Party Money Managers. All questions regarding the Third-Party Adviser’s services and performance should be directed to us. Clients who are referred to Third Party Advisers will receive full disclosure, including services rendered and fee schedules, at the time of the referral, by delivery of a copy of the relevant Third Party Adviser’s Form ADV Part 2A or equivalent disclosure document before receiving investment advisory services from the third-party adviser. 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 program. This section is not applicable. CLIENT ASSETS MANAGED Bucket List Wealth Management, LLC Page 5 ADV Part 2A – 5/3/2024 As of December 31, 2023, we have assets under management of $104,504,848 on a discretionary basis which is also sub advised by the Third-Party money manager. We monitor $18,245,115 in assets under advisement.