A. Description of the Advisory Firm Monson (“Monson,“ “we,” or “our”) is a Corporation organized in the State of Washington. The firm has been offering advisory services since March of 2014. Our principal owner is Eldon Fielding-Monson. B. Types of Advisory Services Monson offers a variety of advisory services including investment strategies, asset allocation, asset selection, creation of a personal Investment Policy Statement (“IPS”), and regular portfolio monitoring and rebalancing, as appropriate. Investment Management Services We work with you to identify your investment goals and objectives as well as risk tolerance in order to create an initial IPS designed to complement your financial goals and objectives. We then construct a portfolio based upon your IPS and customized to your particular circumstances, which may include, but not be limited to: mutual funds, equities, bonds, fixed income, debt securities, ETFs, real estate, digital assets, REITs, and government securities. securities as appropriate. Our investment management services are offered on both a discretionary and non-discretionary basis, which you grant to us through a written agreement. For client’s electing discretionary management, this allows us to execute transactions in your account(s) without requiring your permission to do so. Once we have implemented your IPS we will review and rebalance your account(s) as necessary and in line with your IPS. Financial Planning Monson also offers financial planning services Financial Plans may include, but are not limited to: Retirement Income Estate Planning College Funding Life Insurance Long Term Care Debt Pay Off Strategy Detailed Cash Flow Retirement Risk Analysis Portfolio Construction Investment Recommendations Joint Meetings held with other Advisors and Professionals Not all plans will receive all of the services. Financial Planning is an ongoing, step by step process. All clients who have at least $500,000.00 under management with us will be offered complimentary planning services Clients are invited to participate in ongoing financial planning services but are not required to. We may, on a case by case basis, and at

our discretion, offer planning services to clients with under $500,000 of AUM with us. We may also, at our discretion, enter into a Planning Fee Agreement based at an hourly rate of up to $500.00 per hour. Specific services and fees will be documented in the Agreement between us. C. Client Tailored Services and Client Imposed Restrictions As a fiduciary to all our clients, Monson always acts solely in your best interest. We offer the same suite of services to all clients. However, specific client financial plans and their implementation are dependent upon the individual client’s Investment Policy Statement (IPS), or substantially similar materials, which outlines each client’s current situation (income, tax levels, and risk tolerance levels) and is used to construct a client specific plan to aid in the selection of a portfolio that matches restrictions, needs, and targets. We do not accept client imposed restrictions in the management of our portfolios. Rollovers from Retirement Plans; Fiduciary Status for Retirement Investors When we recommend that you rollover retirement assets or transfer existing retirement assets (such as a 401(k) or an IRA) to our management, we have a conflict of interest. This is because we will generally earn additional revenue when we manage more assets. In making the recommendation, however, we do so only after determining that the recommendation is in your best interest. Further, in making any recommendation to transfer or rollover retirement assets, we do so as a “fiduciary,” as that term is defined in ERISA or the Internal Revenue Code, or both. We also acknowledge we are a fiduciary under ERISA or the Internal Revenue Code with respect to our ongoing investment advisory recommendations and discretionary asset management services, as described in the advisory agreement we execute with you. To the extent we provide non-fiduciary services to you, those will be described in the advisory agreement. D. Wrap Fee Programs We do not offer or participate in any Wrap Fee Programs. E. Assets Under Management Monson has the following assets under management: Discretionary Amounts: Non-discretionary Amounts: Date Calculated: $115,441,932 $0.00 12/31/2023