BlueList Partners, LLC (“BlueList”) is an investment advisor to high net worth individual, business, non-profit, and institutional clients. It is a “fee-only” advisory firm and has been registered with the Securities and Exchange Commission since 2019. The firm is owned in its entirety by Glenn Ryhanych. Investment Advisory Services Asset management services are almost always provided on a “discretionary” basis. When BlueList is engaged to provide asset management services on a discretionary basis, we will monitor your accounts and make changes as needed in keeping with the intended strategy. These changes may involve selling a security or group of securities and buying others or keeping the proceeds in cash. You may receive at your request written or electronic confirmations from your account custodian after any changes are made to your account. You will also receive statements at least quarterly from your account custodian. Clients engaging us on a discretionary basis will be asked to execute an Investment Management Areement that outlines the responsibilities of both the client and BlueList. As an accommodation only, and not on a regular basis, BlueList may provide asset management services on a “non-discretionary” basis. When a client engages us to provide investment management services on a non-discretionary basis, we monitor the accounts in the same way as for discretionary services. The difference is that changes to your account will not be made until we have confirmed with you (either verbally

or in writing) that our proposed change is acceptable to you. At the onset of the client relationship, BlueList interviews the client and establishes investment objectives, risk tolerance, investment time horizon, income/distribution needs, and any other constraints that may play a role in the client’s investment parameters to determine an asset allocation appropriate to meet the client’s needs. If needed, BlueList prepares a transition plan from the client’s current account to the account to be managed by BlueList. It is important to remember that, because market conditions can vary greatly, investment guidelines are not necessarily strict rules. Rather, BlueList reviews each account individually and may deviate from the guidelines as it deems advisable. Each client account is separately managed and invested according to the client’s investment objectives. There are two essential BlueList investment strategies: Direct investment and active management of tax exempt and taxable municipal bond portfolios, and a passive investment allocation strategy covering most tradeable asset classes. Because these strategies are designed to be run as single investment strategies, clients are not permitted to make significant restrictions to the management of their assets with BlueList. BlueList does not participate in, offer, or sponsor a wrap program. Assets Under Management As of December 31, 2023, BlueList managed $111,270,065 in client assets all on a discretionary basis.