A Anderson & Anderson Advisory, L.L.C. (“Anderson & Anderson” “we” “us” and “Advisor”) is a Washington Limited Liability Company registered as an independent investment Advisor under the laws of the United States Securities and Exchange Commission (SEC). Our principal place of business is located in Longview, WA. Max Anderson and John Anderson are joint owners and the Principals of Anderson & Anderson. B We offer a wide range of investment advisory services to our Clients. Investment supervisory services involve providing advice to Clients on the most effective investment strategies given the particular Client’s personal and business goals. Once the Client agrees to an investment strategy, we take the steps necessary to implement such strategy. Client services include:  Asset Management Services  Investment Planning  Financial Independence/Retirement Planning  Capital Needs Analysis (Goal Funding)  Income Tax Planning  Estate Planning  Education Planning  Risk Management (Life and Disability Insurance)  Employee Stock Option Planning  Charitable Gift Planning We also provide financial planning services to both individuals and businesses. We prepare a written financial plan for all financial planning Clients. The plan includes gathering all information necessary to provide a Client with appropriate and agreed upon services, which may include one or more of the following: Budgeting and cash flow planning, disability planning and income protection, debt management, estate planning, business succession planning, retirement planning and investment planning. The plan considers all Client assets, liabilities, goals and objectives. The fee for this service (as discussed in Item 5, below) also includes the time and activities

necessary to work with Client’s attorney and/or accountant in reaching 2A - 2 agreement on solutions, as well as assisting those advisors in implementation of all appropriate documents. However, we are not responsible for attorney or accountant fees charged to Client as a result of the above activities. We also provide consulting services to family law attorneys. Those services include research, analysis and valuations of retirement plans and other assets subject to divorce proceedings. Prior to engaging us to provide any of the foregoing investment advisory, financial planning or consulting services, the Client will be required to enter into one or more written agreements with us setting forth the terms and conditions under which we shall render our services. These documents describe the scope of services to be provided and the portion of the fee that is due from the Client prior to Anderson & Anderson commencing services. For more information about our fees, please see Item 5 in this document. C Our investment advisory services are driven by and coordinated with each Client’s individual financial goals. Our advice and services are tailored to the stated objectives of each Client based on a risk assessment and financial plan results. Developing and consistently adhering to an investment policy consistent with a specific Client’s risk tolerance and investment objectives allows us to focus on the long term goals of the asset management strategy and related financial plan, rather than become caught up in the short term movements of the equity markets. D We do not participate in wrap fee programs. E We manage $326,874,469 of client assets on a non-discretionary basis. This amount was calculated as of December 31, 2023. 2A - 3