Advisory Business Lane Generational, LLC (“Lane” or the “Firm”) is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”). Lane is organized as a Limited Liability Company (“LLC”) under the laws of the State of Delaware. The Firm was founded in June 2020 and became a registered investment advisor in August 2020. Lane is operated by Frederick C. Lane (Founder and Chief Executive Officer) and is majority owned by Lane Investment Holdings LLC which is owned by Frederick C. Lane. Advisory Services Offered Investment Management Services Lane’s provides investment management services regarding securities portfolios to managed accounts clients (each a “Client”) pursuant to written agreements (each an “Advisory Agreement”). The Firm’s investment strategies focus primarily on public equities, exchange traded funds (ETFs), bonds, warrants and options. Cash is managed as part of any investment strategy employed on behalf of a Client. On a more limited basis, as explained in detail below, the Firm also transacts in Bitcoin on behalf of Qualified Clients. The Firm generally provides its investment management services on a discretionary basis, meaning that the Firm is authorized to make transactions on the Client’s behalf in the Client’s account at the discretion of the Firm. When a Client engages the Firm on a non-discretionary basis, the Client must be willing to accept that the Firm cannot effect any transactions without obtaining the Client’s prior verbal consent. Thus, if the Client is unavailable during a market event, the Firm will be unable to effect any account transactions (as it would for discretionary clients) because it must first obtain the Client’s verbal consent. Lane gathers information about the Client’s investment objectives, financial situation, investment experience, and tolerance for risk, among other things. Based on the information collected, Lane determines which of the Firm’s investment strategies is suitable for the Client. 1. Long-Only Concentrated Equity Strategies. The Firm offers several long-only concentrated equity strategies which, although differently focused, generally seek to provide growth and have a long-term time horizon. For each, the Firm creates a model portfolio that is composed of a select group of holdings based on its conviction and confidence in its various holdings, market knowledge, research, analysis and due diligence. A portion of the portfolio may be allocated to cash/cash equivalents for tactical reasons. Client accounts are generally invested in the model’s positions at or near the weighting specified for the model, though almost all Clients’ accounts will differ from the model due to factors such as timing of the Client’s allocation to the portfolio and the timing of related investment, outflows, tax considerations, variations in portfolio weighting and other individual circumstances presented by each Client. As requested, the Firm may retain certain Client’s legacy investments held by a Client based on portfolio fit and/or tax considerations. Clients must grant the Firm discretion to manage all accounts that are invested pursuant to any model strategy. Page 5 2. Holistic Investment Management. In certain cases, Clients may hold a substantial portion of their net worth with Lane. For these Clients, in addition to investing a portion of the Client’s assets in a model portfolio strategy, Lane makes customized allocations outside of its model portfolio strategies as part of a holistic investment management offering, in accordance with the Client’s investment objectives, financial situation, investment experience, tolerance for risk, and other information. Depending on the Client’s situation and needs, these supplemental allocations can include public equities, ETFs or mutual funds, long or short options, warrants, bonds, and cash equivalents. For all investment management Clients, Lane may sell positions for reasons that include, but are not limited to, overvaluation or overweighting of the position(s) in the portfolio, harvesting capital gains or losses, business or sector risk exposure to a specific security or class of securities, change in risk tolerance of the Client, generating cash

to meet the Client needs or any risk deemed unacceptable for the Client’s risk tolerance. Lane may redistribute investment allocations to diversify the portfolio or purchase specific positions to increase sector or asset class weightings. While Lane’s investment approach is primarily long-term focused, the Firm sometimes buys, sells or re-allocates positions that have been held for less than one year to meet the objectives of the Client or due to market conditions. As appropriate, the Firm may retain certain Client’s legacy investments held by a Client based on portfolio fit and/or tax considerations. Clients are permitted to place reasonable restrictions on investing in certain securities or types of securities by notifying the Firm in writing, subject to acceptance by the Firm. The Firm reserves the right to refuse to open an account, to reject any requested restriction, or to terminate an account if the Firm believes, in its sole opinion, that the restrictions placed are impractical or would limit its abilities to manage the account effectively and prudently. Clients should also understand that the imposition of portfolio restrictions may affect performance of the affected portfolio(s), either positively or negatively. Digital Assets Advisory Services The Firm offers Qualified Clients, as defined in Rule 205-3(d), advisory services with respect to Bitcoin pursuant to a buy-and-hold strategy. Clients’ Bitcoin will be held by the Custodian, Fidelity Digital Assets Services (“FDAS”), until such time that Lane determines it is appropriate to convert the coins to cash, a Client requests a withdrawal, or the Client terminates the Client’s digital assets advisory agreement with the Firm. Qualified Clients are those with either $1,100,000 under management with the Firm ($1,000,000 for Clients of the Firm prior to August 16, 2021) or a net worth of $2,200,000 ($2,100,000 for Clients of the Firm under contract prior to August 16, 2021), or who meet the other criteria set forth in Rule 205-3(d). Page 6 Financial Planning Services The Firm’s holistic investment management services may include financial planning and consulting services to Clients for whom the Firm is managing a customized portfolio. These services are provided to these Clients at no additional fee. On a limited basis, Lane also offers financial planning services on a stand-alone basis pursuant to a financial planning agreement, for which the Firm charges a separate fee (described in Item 5, below). Generally, financial planning services involve preparing a financial plan or rendering a specific financial consultation based on the Client’s financial goals and objectives. This planning or consulting may encompass one or more areas of need, including investment planning, retirement planning, personal savings, education savings, and other areas of a Client’s financial situation. A financial plan developed for, or financial consultation rendered to, the Client will usually include general recommendations for a course of activity or specific actions to be taken by the Client. For example, recommendations may be made that the Client start or revise investment programs, commence or alter retirement savings, establish education savings and/or charitable giving programs. The Firm does not generally provide a written plan or summary. Instead, the Firm provides online access to a platform where the Client can access his or her financial plan(s). Financial planning and consulting recommendations can pose a conflict between the interests of the Firm and the Client. As the Firm charges investment management fees based on the value of the assets under its management, the Firm has a financial incentive to recommend that Clients engage the Firm for investment management services or increase the investment assets managed by the Firm. Clients are not obligated to implement any recommendations made by the Firm or maintain an ongoing relationship with the Firm. If the Client elects to act on any of the Firm’s recommendations, the Client is under no obligation to do so through the Firm. Assets Under Management As of December 31, 2022, Lane manages $ 95,698,740 in Client assets, all of which are managed on a discretionary basis.