4 TYPES OF ADVISORY SERVICES Gordian manages portfolios on a fully discretionary basis (that is, Gordian has the authority to decide which securities to purchase and sell for the client) and also advises clients on a non-discretionary basis (obtaining client approval prior to any transaction). Gordian makes no distinction between discretionary or nondiscretionary portfolios in its analysis or investment recommendations. If a client who has chosen non-discretionary portfolio management is unavailable, Gordian will be unable to execute the transactions, as it would for its discretionary clients, until the client is available to give approval. Gordian may create comprehensive financial plans, of which a recommended investment strategy is a part, as a separate service. Gordian may perform portfolio reviews and portfolio consulting on a fee-for-service basis and make investment recommendations. In these capacities, Gordian makes investment recommendations but is not involved in the implementation of those recommendations. The client is under no obligation to act upon Gordian’s recommendations, and if the client elects to act on any of Gordian’s recommendations, the client is under no obligation to execute the transaction through Gordian or any particular brokerage firm. Gordian also provides retirement plan consulting services for pooled retirement plans that are invested on behalf of all participants. These services include assisting plan sponsors in selecting the investments in and monitoring the performance of the plan portfolio. These services are provided on a negotiated fee basis and create no conflict of interest

for Gordian’s other clients. CLIENT ASSETS As of December 31, 2023, Gordian managed $158,295,920 of client assets on a discretionary basis and $57,411,341 of client assets on a non-discretionary basis. Retirement plans for which Gordian provides consulting services had a value of $4,072,544 as of December 31, 2023. Gordian operates on a “fee-only” basis, which means that Gordian is compensated solely for its advice and receives no compensation from the sale of any investments, products, or services nor from any transaction charges. The fees for a managed or advisory portfolio are based either on a flat annual fee or on an annual percentage of managed assets, with a minimum fee of $8,000 per year ($2,000 per quarter). On smaller accounts, the minimum annual fee may exceed the 1.0% annual percentage listed below. These fees are negotiable and Gordian may, at its discretion, charge a lower fee. FEE SCHEDULE In many circumstances, including most new clients, Gordian will charge a flat annual retainer fee for its investment management and financial planning services. Services are billed in arrears at the end of each calendar quarter with a minimum fee of $8,000 per year ($2,000 per quarter); there is no maximum fee. These fees are negotiable and Gordian may, at its discretion, charge a lower fee. The fee is based on net worth, income, assets managed and the complexity of the client's financial situation. If services begin on any day other than the first day of the quarter the fee for that period will be prorated. The fee may be reviewed annually for significant changes in the client’s situation and will be adjusted annually for inflation.