Holdun Family Office LLC (hereinafter “Holdun”) is a registered investment advisor based in Miami, Florida. We are a limited liability company, organized under the laws of the State of Delaware. We have been providing investment advisory services since 2019. Holdun Family Investments, LLC and Michael A. Blank are the principal owners of Holdun. You may see the term Associated Person throughout this Brochure. As used in this Brochure, this term refers to anyone from our firm who is an officer, an employee, and all individuals providing investment advice on behalf of our firm. Where required, such persons are properly registered as investment adviser representatives. Currently, we offer Wealth Management Services, personalized for each individual client: Wealth Management Services Holdun provides broad-based wealth management services to clients. This service is a combination of financial planning and portfolio management services. Clients purchasing this service receive a financial plan that is used to assist Holdun in organizing a client’s financial information and determining the scope of services that are most suitable for the client’s financial situation and investment needs. In general, the financial plan covers any one or all of the following:
• Cash Flow Analysis – Assessment of present financial situation by collecting information regarding net worth and cash flow statements, tax returns, insurance policies, investment portfolios, pension plans, employee benefit statements, etc. The firm advises on ways to reduce risk; and, to coordinate and organize records and estate information.
• Retirement Analysis – Identification of long-term financial and personal goals and objectives including advice for accumulating wealth for retirement income or appropriate distribution of assets following retirement. Tax consequences and implications are identified and evaluated.
• Insurance Analysis – Includes risk management associated with advisory recommendations based on a combination of insurance types to meet your needs, e.g., life, health, disability, and long-term care insurance. This will necessitate an analysis of cash needs of the client’s family at death, income needs of surviving dependents, and potential disability income needs.
• Portfolio Analysis/Investment Planning – Presentation of investment alternatives, including asset allocation and its effect on the client’s portfolio; evaluation of economic and tax characteristics of existing investments as well as their suitability for the client; and, identification and evaluation of tax consequences and their implications.
• Education Savings Analysis – Alternatives and strategies with respect to the complete or partial funding of college or other post-secondary education.
• Estate Analysis – Advising clients with respect to property ownership, distribution strategies, estate tax reduction, and tax payment techniques.
• Information Management and Coordination – We organize key information and the coordinate such information with the client, the client’s accountant, attorney, insurance agents, and other key advisors. The recommendations and solutions are designed to achieve the client’s desired goals, subject to periodic evaluation of the financial plan, which may require revisions to meet changing circumstances. Financial plans are based on your financial situation based on the information provided to the firm. We should be notified promptly of any change to your financial situation, goals, objectives, or needs. The financial plan is monitored and revised on an as needed basis. Once a financial plan is in place, the firm implements

investment recommendations as part of its ongoing portfolio management service. Our firm offers discretionary and non discretionary portfolio management services to our clients. Our investment advice is tailored to meet our clients’ needs and investment objectives. Discretionary portfolio management means we will make investment decisions and place buy or sell orders in your account without contacting you. These decisions would be made based upon your stated investment objectives. If you wish, you may limit our discretionary authority by, for example, setting a limit on the type of securities that can be purchased for your account. Simply provide us with your restrictions or guidelines in writing. Non-discretionary portfolio management service means that we must obtain your approval prior to making any transactions in your account. Holdun does not specialize in specific types of securities. We can advise clients on various types of securities, such as exchange listed equities, over the counter equities, foreign issues, American depository receipts, corporate debt securities, commercial paper, certificates of deposit, municipal securities, investment company securities (including mutual funds and exchange traded funds), US Government securities, options contracts on securities and/or commodities, private equity instruments, and interests in partnership investing in real estate. Additionally, will provide advice on existing investments you may hold at the inception of the advisory relationship or on other types of investments for which you ask advice. If you engage us for portfolio management services, we will monitor your portfolio’s performance on a continuous basis, and rebalance the portfolio whenever necessary, as changes occur in market conditions and/or your financial circumstances. Recommendation of Sub-Advisors As part of our overall portfolio management strategy, we may use one or more Sub-Advisors to assist us with the management of all or a portion of your portfolio. The Sub-Advisor may specialize in traditional or alternative investments, such as private equity investments, international securities, private credit markets, or hedge funds. The Sub-Advisor’s service will be limited to the provision of investment recommendations. We will be free to accept or reject the Sub-Advisor’s recommendations as all discretionary trading authority will remain the responsibility of our firm. Factors that we take into consideration when making our recommendations include, but are not limited to, the following: the Sub-Advisor’s performance, methods of analysis, fees, your financial needs, investment goals, risk tolerance, and investment objectives. We will periodically evaluate the Sub-Advisor’s services and performance to ensure its management and investment style remains aligned with your investment goals and objectives. We retain the right to refuse to implement the Sub-Advisor’s recommendations and to hire and fire the Sub-Advisor at our discretion. The fee paid to the Sub-Advisor will be taken from the total fee charged by our firm, and will not result in additional fees or expenses to the client. Wrap Fee Programs We do not sponsor, manage, or participate in any wrap fee programs. Assets Under Management As of December 31, 2023, we had discretionary assets under management of $34,329,888 and $65,620,591 in non-discretionary assets under management. Important Note: Information related to tax and legal matters that is provided as part of a financial plan is for informative purposes only. Clients are instructed to contact their tax or legal advisers for personalized advice.