Firm Description Huesler Financial Consulting AG (“Huesler Financial Consulting AG” or “the Firm” or “we”), a Swiss corporation based in Lucerne, Switzerland, provides investment advisory services to clients resident in the United States (“US”). We also serve US taxpayers or dual citizens living outside the US and clients who have no connection to the US. The Firm commenced operations in Switzerland in February 2015. Principal Owners Rolf Huesler, Managing Partner, is the principal (100%) owner of Huesler Financial Consulting AG. Services Huesler Financial Consulting AG offers a comprehensive range of services in the areas of discretionary portfolio management and non-discretionary (advisory) management to high net worth clients and their families. For clients resident in the US or US taxpayers or dual citizens living outside the US, the offering is restricted to non- discretionary (advisory) services. Discretionary Portfolio Management Huesler Financial Consulting offers discretionary portfolio management to high net worth clients and their families. The services provided are designed for investors who wish to have their assets fully managed by Huesler Financial Consulting AG and include asset allocation, investment selection, active portfolio management and portfolio rebalancing consistent with the circumstances, preferences and objectives of each client. Huesler Financial Consulting AG discusses a client's prior investment history, as well as family composition and background. As part of this information- gathering process, Huesler Financial Consulting AG determines the client's individual objectives, time horizon, risk tolerance, tax situation and liquidity needs and develops a tailored investment policy. Each client’s assets are managed in a separate account (an “Account”) maintained at a third-party financial institution (custodian bank). As part of its discretionary portfolio management service Huesler Financial Consulting AG purchases and sells securities for the client’s Account without prior consent of or notification to the client. Huesler Financial Consulting AG determines the securities that are bought and sold for the client’s Account and the total amount of the purchases and sales. Huesler Financial Consulting AG’s authority may be subject to conditions imposed by individual clients as set forth and agreed upon in the asset management agreement entered into between Huesler Financial Consulting AG and the client. For example, a client

may restrict or prohibit transactions in certain types of securities. Client Accounts broadly are managed in a similar manner, however, differences in each portfolio occur due to client specific objectives, tax considerations, liquidity needs, risk tolerance, reference currency, expected returns, legal restrictions, investment time horizon and overall suitability. Huesler Financial Consulting AG client portfolios are globally diversified across multiple asset classes. Accounts may include, without limitation: Equity securities, fixed income and other debt securities, mutual funds, exchange traded funds, hedge funds, options, structured products, precious metals and other alternative investments consistent with the client overall suitability. For the purpose of diversification, client accounts will hold non-dollar securities in markets outside the US. Whilst Huesler Financial Consulting AG generally makes investments with a longer time horizon, the Firm may make changes to allocations in an attempt to take advantage of short-term developments in economic conditions. When doing so, the Firm will make every attempt to transaction costs and taxes, as applicable. Such changes may involve underweight or overweight positions designed to capitalize on current economic conditions over the short term. Huesler Financial Consulting AG’s advice is limited to the types of securities and transactions as set forth in Item 8. Non-Discretionary (Advisory) Services Non-discretionary (advisory) services are similar to discretionary portfolio management services in terms of the investment approach; however, Huesler Financial Consulting AG requires client consent before effecting any securities transaction. The Firm provides portfolio advice and trading recommendations but all decisions regarding the investment of the Account reside with the client. This service is designed for clients who desire holistic management of their Account but who want to retain involvement in every investment decision. As a result, clients under this service offering may not be invested in the same manner as those clients using discretionary portfolio management services. Wrap Fee Programs Huesler Financial Consulting AG does not participate in wrap fee programs. Assets under Management and Advisement Huesler Financial Consulting AG managed approximately $ 61.1 million on a discretionary basis and $ 42.2 million on a non-discretionary basis as of December 31st, 2023.