Firm Description Your OCIO, LLC (hereinafter “Your OCIO”, “the Adviser”, the “Firm”, “we”, or “us”), a Delaware limited liability company, was founded in 2021 and is an SEC registered investment adviser. The Firm provides outsourced Chief Investment Officer and related Advisory services to the investment entities of a limited number of families and individuals of significant net worth. Your OCIO creates bespoke solutions for each client based on careful consideration of their objectives and risk tolerance, working with clients’ other expert advisers as needed to optimize operational and tax efficiencies. Your OCIO is a non-discretionary, fee-only Advisory firm. The Firm never acts as a custodian, and our clients or their selected agents maintain control over their assets. This means that while as our clients’ Adviser we make specific, separate recommendations for each portfolio, we do not have authority to make, or execute, investment decisions for clients. Instead, we work closely with each client and/or their administrative team to ensure that accepted recommendations are executed in an effective and timely manner. We endeavor to work with each client’s custodian (and administrator, where such exists) to design smooth and effective processes, including reporting that helps monitor progress toward agreed specific client objectives as well providing more typical financial reporting data and metrics. Neither the Adviser nor its associated persons sell financial products on a commission basis; our only compensation comes from our clients. Principal Owners/Ownership Structure Your OCIO, LLC is owned by Melissa Friedman Lucas. Chief Investment Officer/Investment Advisory Services Your OCIO provides outsourced Chief Investment Officer and related Advisory services to the investment entities of a limited number of families and individuals of significant net worth. We create bespoke solutions for each client based on careful consideration of their objectives and risk tolerance, working with clients’ other expert advisers to optimize operational and tax efficiencies. While our clients have enough assets to both desire and have the ability to pursue sophisticated investment strategies and customized solutions, by working with us they benefit from shared scale and expertise not accessible on their own. At the outset, we work with our clients to help them determine and articulate long term investment goals and risk tolerance. As part of this process, where desired and appropriate, we help them consider the role their wealth overall, and/or as resides in one or more specific entities, plays in their lives. With that information in hand, we help craft an Investment Policy Statement for each investment portfolio/entity that codifies specific objectives and how they will be pursued, specifically via a multi- asset class portfolio approach integrated with the client’s tax situation, governance, and where desired, values-based or impact parameters. Concurrently with Investment Policy Statement work, we collaborate with the client and their chosen administrative partner(s) to ensure that effective infrastructure and reporting processes are in place. Where needed and/or desired, this may include participating in searches for high quality custodians, administrative partners, and/or reporting solutions. While this work is typically performed at the start of a new investment management relationship (and re-visited periodically, usually annually), on occasion it will be pursued as a separate engagement. To implement agreed investment strategies, Your OCIO recommends investments with independent investment managers and/or independently managed investment products, including separately managed accounts, mutual funds, exchange traded funds and collective investment vehicles such as private fund limited partnerships. We have deep experience, networks, and expertise across multiple asset classes, including but not solely in the broad alternative asset class universe. We do not make individual security recommendations, nor do we provide tax, legal or accounting advice, although we encourage collaboration with clients’ counsel in these arenas. Your OCIO is a non-discretionary adviser, and we do not act in a custodial capacity. Our experience suggests that this division of responsibilities enhances the likelihood of portfolios being aligned with each client’s objectives as well as boosts confidence in the security of their assets. Guiding the creation of customized, appropriately diversified investment portfolios is part of the initiation of each Chief Investment Officer/Investment Advisory relationship. We monitor each portfolio on an ongoing basis, and within portfolios, we keep a watchful eye on each recommended investment -- both as a standalone, looking forward opportunity and in the context of the role the holding plays in the pursuit of each portfolio’s agreed objectives and risk tolerance. Through regular (usually quarterly) reviews, we analyze and discuss progress and challenges and if and as appropriate, recommend

rebalancing exposures among asset classes, tactical shifts in focus and exit from existing investments and/or entry into new investments. These recommendations may arise from changing client circumstances, new information, and/or our evaluation of economic and financial market developments. Your OCIO endeavors to work with each client’s custodian and administrator to design reporting that helps quantify progress toward long-term objectives, as we believe it is only possible to manage what is reasonably accurately measured. Our clients’ typical reporting includes fairly standard quarterly presentation of investment performance over multiple time periods, both in the absolute and relative to agreed benchmarks as well as annual big picture assessments of progress toward the achievement of long-term objectives. We use these reports as the basis of our analyses, discussions with, and recommendations to our clients and where experience suggests amendment in their content might enhance our efforts, we work with custodians and administrators to implement the desired changes. While we communicate with clients outside of these regular reviews, we have seen that the discipline that structured discussion of accurate, consistently presented information provides an effective backdrop for constructive decision-making. Additionally, we find that these focused conversations – from the creation of Investment Policy Statements through episodic, methodical review of portfolio construction and results – can lead to a virtuous circle that helps clients understand (and where desired, refine) their objectives and what risks they are comfortable taking in their pursuit, and that maximizes the potential that their goals are achieved. Assignment of Agreements Agreements may not be assigned without client consent. Types of Agreements Your OCIO, LLC has two types of client relationships and related agreements. Chief Investment Officer/Investment Advisory Services As described above and below in more detail, Your OCIO endeavors, on a non-discretionary and non-custodial basis, to help Chief Investment Officer/Investment Advisory clients: (1) set reasonable and measurable goals and define their risk tolerance; (2) for each of their investment entities, produce an Investment Policy Statement that outlines the means by which their desired ends will be pursued; (3) create and over time modify bespoke portfolios designed to maximize the possibility of achieving their objectives; (4) work with their custodian/administrative partner(s) to produce useful, regular and accurate reporting; (5) use such reporting as the basis for analyzing progress and challenges; and (6) iterate as goals and market conditions evolve. We become a true, consistent, long-term partner to our clients, augmenting regular meeting routines with ad hoc communication and in the background, continuously educating ourselves on financial markets, specific investment opportunities, and the work processes and effectiveness of individual managers both in client portfolios and which might be appropriate for inclusion. The specific scope of work and fee for a Chief Investment Officer/Investment Advisory Agreement is negotiated with each client and executed in writing prior to the start of the relationship. The agreement sets forth the services to be provided, the fees for the service and that the agreement may be terminated by either party in writing with a mutually agreed notice period. Financial Advisory Services Occasionally a client will wish to work with Your OCIO, LLC on a consulting basis with the goals of gaining better understanding of their financial picture, defining their risk tolerance, and drafting an Investment Policy Statement for one or more of their related entities. The specific scope of work and fee for a Financial Advisory Agreement is negotiated with the client and executed in writing prior to the start of the relationship. Typically such agreements contemplate a one-year engagement. In order not to dilute focus from our primary business, Your OCIO, LLC only accepts Financial Advisory Agreements in circumstances where we and the client agree that a longer-term Chief Investment Officer/Investment Advisory Agreement may develop out of, and supersede, the Financial Advisory Agreement. WRAP Program Your OCIO, LLC does not participate in wrap fee programs. Termination of Agreements Each client contract includes mutually acceptable termination provisions that allow each of the client and Your OCIO, LLC to terminate their relationship by notification in writing. For Chief Investment Officer/Investment Advisory Agreements, terms encompass acknowledgment of Your OCIO, LLC’s deep and ongoing role in developing and monitoring clients’ investment portfolios and the possibility of participating in a thoughtful transition to a successor Chief Investment Officer/Investment Adviser. Assets Under Management As of December 31, 2023, Your OCIO, LLC has approximately $315,100,000 in regulatory assets under management, all managed on a non-discretionary basis.