A. Description of the Advisory Firm Tigris Consulting LLC (hereinafter “Tigris Consulting”) is a Limited Liability Company organized in the State of Texas. The firm was formed in February 2015, and the principal owner is Wissam Bilal. B. Types of Advisory Services Portfolio Management Services Tigris Consulting offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. And then constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. Portfolio management services include, but are not limited to, the following:
• Manage retirement accounts (discretionary) such as Traditional and Roth IRAs, and assist with rolling over inactive employer sponsored accounts into IRA
• Manage 529 education savings accounts (discretionary)
• Held away accounts – manage brokerage and active employer sponsored accounts without the need to transfer the account to another custodian (discretionary)
• Manage taxable brokerage accounts (discretionary and non-discretionary) Tigris Consulting evaluates the current investments of each client with respect to their risk tolerance levels and time horizon. Tigris Consulting 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 as “Investor Profile Questionnaire” and saved digitally. Clients can retake the questionnaire at any time. Tigris Consulting seeks to provide that investment decisions are made in accordance with the fiduciary duties owed to its accounts and without consideration of Tigris Consulting’s economic, investment or other financial interests. To meet its fiduciary obligations, Tigris Consulting attempts to avoid, among other things, investment or trading practices that systematically advantage or disadvantage certain client portfolios, and accordingly,

Tigris Consulting’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 Tigris Consulting’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. Services Limited to Specific Types of Investments Tigris Consulting generally limits its investment advice to exchanges traded securities only such as indivitual securities, mutual funds, fixed income securities, real estate funds, equities, ETFs (including ETFs in the gold and precious metal sectors), treasury inflation protected/inflation linked bonds and non-U.S. securities. Tigris Consulting may use other securities as well to help diversify a portfolio when applicable. Tigris Consulting will not use or recommend alternative investments. C. Client Tailored Services and Client Imposed Restrictions Tigris Consulting will tailor a program for each individual client. This will include an interview session to get to know the client’s specific needs and requirements as well as a plan that will be executed by Tigris Consulting on behalf of the client. Tigris Consulting 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. 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, fund expenses, and other administrative fees. Tigris Consulting does not participate in any wrap fee programs. E. Assets Under Management Tigris Consulting has the following assets under management: Discretionary Amounts: Non-discretionary Amounts: Date Calculated: $2,760,330 $25,080 31 December 2022