A FinSym Partners, LLC (“FinSym Partners” “we” “us” and “Advisors”) is an independent financial planning and investment management firm. We are a Washington Limited Liability Company and registered as an investment advisor with the Securities and Exchange Commission (“SEC”). Our principal place of business located in Seattle, Washington. FinSym Partners began conducting business as an independent investment advisory firm in 2010. Robert Davidson is the founder and President of FinSym Partners. On January 1, 2016, Brent Davidson became a partner of the firm. Robert and his brother, Brent Davidson each have 50% ownership interest in the firm. B FinSym Partners offers Clients a comprehensive approach to wealth management and provides a variety of personalized financial and investment advisory services to our Clients. FinSym Partners is strictly a fee-only financial planning and investment management firm. The firm does not sell commissioned products. The firm is not affiliated with entities that sell financial products or securities. No commissions in any form are accepted. No finder’s fees are accepted. FinSym Partners can provide the following services to its Clients: Ø Analysis of existing assets and investments Ø Understanding and assessment of client goals (education, savings, retirement age, etc.) and financial flexibility Ø Generation of a client balance sheet Ø Preparation of a detailed financial plan furnishing recommendations as to the allocation of present financial resources and investment strategies among different types of assets Ø Supply analysis and recommendations as to the actions and investment strategies necessary to attain Client financial planning objectives Ø Initial review of Client risk tolerance with periodic review Ø Development of Client specific Investment Policy Ø Recommended portfolio asset allocation and target investment vehicles Ø Monitoring and rebalancing of portfolio according to investment policy Ø Regular reporting and portfolio review vs. goals In addition, we provide advice and referrals in other financial areas including estate planning, tax planning and preparation, and insurance. INVESTMENT ADVICE: Investment advice is an integral part of our services. Initially an analysis is done of a Client’s existing assets and investment portfolio in conjunction with an assessment of their investing goals and objectives. Next, a customized portfolio in the form of an Investment Policy Statement (IPS) is created based on a Client’s risk tolerance, return expectations, and time horizon. After agreement on the IPS, the portfolio is then implemented as soon as practical taking into consideration among other

things tax implications of current investments. Following implementation, the investment portfolio is monitored and rebalanced in accordance with the Client’s objectives. Periodically, new investments and strategies suitable for use within the investment portfolio are evaluated. Typically, an investment performance review is provided quarterly to each client. The review covers performance against financial plan goals, and performance of individual investments against their target benchmarks. FinSym Partners does not act as a custodian of Client assets. The Client always maintains asset control. FinSym Partners places trades for Clients using a limited power of attorney. Financial Planning: FinSym Partners, LLC also provides an optional financial planning service for our Clients. The plan considers all of the Client’s assets, liabilities, goals and objectives. The financial plan may include, but is not limited to: a net worth statement; a cash flow statement; a review of investment accounts, including reviewing asset allocation and providing repositioning recommendations; strategic tax planning; a review of retirement accounts and plans including recommendations; a review of insurance policies and recommendations for changes, if necessary; one or more retirement scenarios; estate planning review and recommendations; and education planning with funding recommendations. Detailed investment advice and specific recommendations are provided as part of a financial plan. Implementation of the recommendations is at the discretion of the client. C Our advice and services are tailored to the stated objectives of each Client. FinSym Partners develops a written Investment Policy Statement (IPS) for each client. The IPS is informed by the client’s financial plan and emotional tolerance for risk. It serves as the foundational roadmap for the investment portfolio. Developing and consistently adhering to an investment policy allows our clients to focus on the long-term goals of their financial plan, rather than become caught up in the short-term movements of the equity markets. All transactions in a Client’s account are made in accordance with the directions and preferences provided to us by the Client. In order to best serve their needs, we encourage our Clients to notify us of any life events or financial changes that could affect their individual financial circumstances and needs. D We do not participate in or sponsor any wrap-fee programs. E FinSym Partners manages a total of $113,893,788 of Client assets of which $109,577,192 is on a discretionary basis and $4,316,596 on a non-discretionary basis. This amount was calculated as of January 11, 2023.