Description of Firm Inherent Wealth Fund is a registered investment adviser based in San Francisco, CA. We are organized as a limited liability company ("LLC") under the laws of the State of CA. We have been providing investment advisory services since November 2021. We are owned by Jeffrey G. Kamys. Investment Adviser Inherent Wealth Fund LLC ("IWF" or the "Company") serves as an investment adviser. The Adviser is located at 73265 Shadow Mountain Drive, Palm Desert, California 92260, and is an SEC- registered investment adviser. IWF provides investment advice to retail clients. Types of Investments Our investment advisory firm is committed to offering a diverse range of investment options tailored to meet the unique needs and objectives of our retail clients. Our strategies encompass a broad spectrum of asset classes including: Equities: We provide access to a variety of individual stocks across different sectors and geographies, from well-established large-cap companies to dynamic small-cap firms. Fixed Income: Our offerings include a range of bonds and debt securities, such as government and corporate bonds, with strategies spanning from short-term to long-term maturities and across various credit qualities. Mutual Funds and ETFs: We leverage both actively managed mutual funds and cost-efficient ETFs Real Estate Investment Trusts (REITs): Our strategies may include REITs and other real estate- related securities for clients interested in real estate exposure without the complexities of direct property ownership. Commodities: We offer exposure to commodities, either directly or through commodity-linked securities, as a potential hedge against inflation and a component of a diversified portfolio. Cash and Cash Equivalents: We recognize the importance of liquidity and safety, incorporating cash and similar low-risk investments as part of our overall investment strategy. Sustainable and Responsible Investments (SRI): We are mindful of the growing demand for investments that align with personal values,

offering strategies that focus on environmental, social, and governance (ESG) criteria, and impact investing. Our approach is centered on understanding each client's individual financial situation, goals, and risk tolerance to tailor investment strategies that seek to optimize returns while managing risk.Refer to the Methods of Analysis, Investment Strategies and Risk of Loss below for additional disclosures on this topic. Portfolio Turnover In our portfolio management approach, we embrace an active investment strategy, characterized by a higher portfolio turnover rate. This dynamic approach allows us to capitalize on short-term market opportunities and respond promptly to changing economic and financial conditions. Our goal is to outperform benchmark indices through strategic buying and selling of securities, based on in-depth market analysis and our investment team's expertise. While this active management style may lead to increased transaction costs, we believe it provides a significant opportunity for enhanced returns and risk management for our clients. Principal Investment Strategies Our goal is to outperform benchmark indices through strategic buying and selling of securities, based on in-depth market analysis and our investment team's expertise. While this active management style may lead to increased transaction costs, we believe it provides a significant opportunity for enhanced returns and risk management for our clients. The Adviser selects individual companies to purchase or sell based primarily on internal research and fundamental analyses that leverage insights from diverse sources, including internal and external research. The Adviser uses such research and analyses to develop and refine its investment themes and seeks to take advantage of trends that have ramifications for individual companies or entire industries. Client Assets Under Management Inherent Wealth Management currently manages a total of $597,000 assets as of March 31, 2023, of which $693,000 are discretionary.