My Legacy Advisors, LLC dba Eagle Wealth Management is a registered investment advisor based in Bend, Oregon. We are organized as a limited liability company under Oregon law and have been providing investment advisory services since 2017. Our firm is directly owned by: Eagle Wealth Management, Inc. (Majority owned by Chad E. Staskal, Cambrianne Staskal, and Matthew W. Hunnicutt). As used in this Disclosure Brochure, the words "we," "our," and "us" refer to Eagle Wealth Management and the words "you," "your," and "client" refer to you as either a client or prospective client of our firm. Also, you may see the term Associated Person in this Disclosure Brochure. Our Associated Persons are our firm's officers, employees, and all individuals providing investment advice on behalf of our firm. Portfolio Management Services We offer portfolio management services on a discretionary basis where our investment advice is tailored to meet our clients' individual needs and investment objectives. These services include an initial consultation along with follow up consultations, as may be agreed, to discuss your unique investment objectives, time horizon, risk tolerance, tax circumstances, and various other financial factors. We will ask that you complete certain investor questionnaires, onboarding forms, and other documents to assist us in gathering information about your financial needs and circumstances. Based on our evaluation of the foregoing factors, we will use the information we gather to develop a strategy that enables our firm to give you continuous and focused investment advice and/or to make investments on your behalf. Once we establish an investment portfolio for you, we will monitor your portfolio's performance on an ongoing basis and will rebalance the portfolio as required by changes in market conditions and/or in your financial circumstances. As part of our portfolio management services, we require you to grant our firm discretionary authority to manage your account. Discretionary authorization will allow us to determine the specific securities, and the amount of securities, to be purchased or sold for your account without your approval prior to each transaction. Please see Item 16 (Investment Discretionary section) of this Disclosure Brochure for more information on discretionary authority. We recommend that our clients maintain assets under our management at one (or more) of the following third-party custodians: Charles Schwab & Company, Inc. We offer discretionary portfolio management services through the “Schwab Advisor Services” division of Charles Schwab & Company, Inc (“Schwab”). Schwab provides a platform for independent investment advisors to manage their clients’ investments and offers solutions for custody, trading, wealth management, and investment research. Schwab has been servicing independent investment advisors and their clients for over 30 years. SEI We also offer discretionary portfolio management services through the investment management platform sponsored by SEI Investments Management Corporation, and its affiliates, SEI Private Trust Company and SEI Global Services, Inc. (collectively, "SEI"). Our agreement with SEI

allows us to offer SEI's "Mutual Fund Models Program," "Managed Account Program," and "Custody-Only Program" to you (collectively, the "SEI Programs"), bundled together with SEI's custodial and execution services. Our arrangement with SEI further provides us with a variety of account, performance, due diligence, research and risk management tools, and administrative services that allow us to more efficiently deliver advisory services to you. We recommend that you carefully review SEI's Form ADV Part 2 ("Firm Brochure") for a complete description of each of the SEI Programs. SEI or your advisor will provide a copy to you upon request. American Funds We provide discretionary portfolio management services through an investment advisory program offered by American Funds whereby clients may invest in Class F-2 shares of the American Funds, which have no 12b-1 fees. Client advisory fees paid to MLA for participating in this program are 1% of assets under management. Other Custodians In addition to Schwab, SEI, and American funds, our firm may choose other national firms to serve as custodians to your investment advisory accounts with our firm. Financial Planning and Consulting Services We also offer financial planning and consulting services that generally include broad-based planning and general consulting. These services typically involve a variety of advisory services regarding the management of the client's financial resources based upon an analysis of their individual needs. If you retain our firm for financial planning and consulting services, we will meet with you to gather information about your financial circumstances and objectives. As required, we will conduct follow-up interviews for the purpose of reviewing and/or collecting additional financial data. Once such information has been reviewed and analyzed, we will provide you with our financial planning and/or consulting recommendations designed to help you achieve your stated financial goals and objectives. Our financial planning services generally include, but are not limited to:  Income Analysis/Cash Flow/Budget Analysis  Investment Analysis/Asset Allocation/Investment Planning  Education Funding Analysis/Planning  Retirement Needs Analysis/Planning  Retirement Plan Review  Debt Management  Insurance Review/Analysis  Estate Analysis/Estate Planning Service  Charitable Planning  Employee Benefit Analysis  Portfolio Monitoring  Business Planning Financial recommendations are based on your financial situation at the time we provide our recommendations, and on the financial information you provide to our firm. You have the right to accept or reject our financial recommendations, and you may choose any firm to assist you with implementing our recommendations. Types of Investments We primarily offer advice on equity securities, bonds, mutual funds, and/or exchange traded funds. Additionally, we may advise you on various types of investments based on your stated goals and objectives. We may also provide advice on any type of investment held in your portfolio at the inception of our advisory relationship. Assets Under Management As of December 31, 2022, we provide continuous management services for $304,930,994 in clients' assets on a discretionary basis.