Description of Advisory Firm Conquis is a privately owned limited liability company headquartered in Millbrae, CA. The Firm was formed in 2022 and is owned by Katherine Simmonds. Conquis is registered as an investment adviser with the U.S. Securities and Exchange Commission. As of December 31, 2023, Conquis managed approximately $206,851,895 in assets on a discretionary basis. The Firm does not offer a wrap program. While this brochure generally describes the business of the Firm, certain sections also discuss the activities of its Supervised Persons, which refer to the Firm’s officers, partners, directors (or other persons occupying a similar status or performing similar functions), employees or any other person who provides investment advice on the Firm’s behalf and is subject to the Firm’s supervision or control. Advisory Services Offered The Firm offers discretionary and non-discretionary investment management and investment advisory services as well as financial planning and consulting. Prior to the Firm rendering any of the foregoing advisory services, clients are required to enter into one or more written agreements with the Firm setting forth the relevant terms and conditions of the advisory relationship (the “Advisory Agreement”). Investment Management Services The Firm offers continuous and regular investment supervisory services on a discretionary and non- discretionary basis as well as financial planning and consulting. We work with clients and have the ongoing responsibility to select and/or make recommendations based upon the objectives of the client, as to specific securities or other investments that he/she recommends or purchases/sells in clients’ accounts. We utilize a variety of investment types when making investment recommendations/purchases in client accounts which include, but are not limited to equity securities, fixed income securities, ETFs, mutual funds, and independent investment managers. The investments recommended/purchased are based on the clients’ individual needs, goals, and objectives. The Firm offers investment advice on any investment held by the client at the start of the advisory relationship. We describe the material investment risks under Item 8 – Methods of Analysis, Investment Strategies, and Risk of Loss. Financial Planning will be provided to clients as a part of the Investment Management Services. When being provided as a stand-alone service it is described in this section under Financial Planning and Consulting Services below. We discuss our discretionary authority below under Item 16 – Investment Discretion. We describe the fees charged for investment management services below under

Item 5 – Fees and Compensation. Financial Planning and Consulting The Firm provides a variety of financial planning and consulting services to individuals, families and other clients regarding their financial resources based upon an analysis of client’s current situation, goals, and objectives. Financial Planning encompasses one or more of the following areas: investment planning, retirement planning, education planning, cash flow planning and budgeting, risk management, estate planning, gifting strategies, business planning, among others. Consulting services may include a specialized look at a particular financial planning or investment issue. Services provided under a financial planning agreement are generally one-time contracts but can also be ongoing. The client is under no obligation to act upon the investment adviser’s recommendation. If the client elects to act on our recommendations, the client is under no obligation to engage our advisory services. We describe fees charged for Financial Planning and Consulting Services below under Item 5 - Fees and Compensation. Use of Independent Managers and Sub-Advisors The Firm may select certain Independent Managers and/or Sub-Advisors to actively manage a portion of its client assets. The specific terms and conditions under which a client engages an Independent Manager and/or Sub-Advisor may be set forth in a separate written agreement with the designated Independent Managers engaged to manage their assets. The Firm evaluates a variety of information about Independent Managers and/or Sub-Advisors, which may include the Independent Managers and/or Sub-Advisors public disclosure documents, materials supplied by the independent managers themselves and other third-party analyses it believes are reputable. To the extent possible, the Firm seeks to assess the Independent Manager’s and/or Sub-Advisor’s investment strategies, past performance, and risk results in relation to its clients ’individual portfolio allocations and risk exposure. The Firm also takes into consideration each Independent Manager’s and/or Sub-Advisor’s management style, returns, reputation, financial strength, reporting, pricing, and research capabilities, among other factors. The Firm continues to provide services relative to the discretionary selection of the Independent Managers and/or Sub-Advisor. On an ongoing basis, the Firm monitors the performance of those accounts being managed by Independent Managers. The Firm seeks to ensure the Independent Managers and/or Sub-Advisor strategies and target allocations remain aligned with its client’s investment objectives and overall best interests.