Our Company Northwest Investment Counselors, LLC (Advisor) was founded in 1998. The owners are Mark E. Scarlett, Matthew J.N. Roehr, and Michelle C. Garcia. Our Services We offer a wide range of investment services tailored to our clients’ objectives. We are typically granted discretionary authority to execute investment recommendations in accordance with our Investment Policy Statement (or similar document used to establish your objectives and suitability) without your prior approval of each specific transaction. Under this authority, we will purchase and sell securities and other investments in your account, arrange for delivery and payment in connection with the foregoing, select and retain sub-advisors, and act on your behalf in most matters necessary or incidental to the handling of the account. You will be asked to execute instructions (typically a form granting limited power of attorney to us) regarding our trading authority as required by your custodian. You may impose reasonable restrictions on our investment management services. We will typically establish a target asset allocation consisting of one or more asset classes based on your objectives and suitability. Your target asset allocation may consist of one of our Model Strategies (see below) or a custom asset allocation. We typically utilize individual stocks and bonds as well as certain index funds in your account. Transitioning to your target asset allocation may take some months depending on your asset allocation at the time of engaging us, market conditions, tax considerations, and any restrictions you place on us. Transitioning to your target asset allocation may result in significant taxable gains and/or losses as well as commission costs. You may have significant unrealized gains and/or losses on investments at the time of engaging us. We may take some months to rebalance and reposition your account and we may have no specific opinion or knowledge of your existing investments. We do not analyze, render an opinion on, or warrant the suitability of each investment held by you at the time of engaging us. We may choose not to vote proxies received on investments owned by you at the time of engaging us and before said investments are sold. We have defined and employ with our clients Model Strategies consisting of various asset classes chosen by us to meet certain risk and return objectives. We have discretionary authority to alter the asset classes in the

Model Strategies without first gaining your approval. As noted above, we prefer to employ individual equity and fixed income securities in your account when possible. This typically is a function of your account having a minimally efficient size to allow for reasonable diversification in our equity and/or fixed income strategies and justify expected commission costs. This can pose a potential conflict of interest for us since we hold ourselves out as an active manager of individual securities. If we employ a large number of asset classes in our Models or in custom allocations for clients or employ asset classes for which we lack the in-house resources to use individual securities, we may have to utilize more or solely index funds in our clients’ accounts. Under such a scenario, we may be incented to employ fewer asset classes than might be considered efficient. Your actual portfolio asset allocation may differ, at times substantially, from your target asset allocation. Our personnel have discretion, for example, to vary from your target asset allocation due to, but not limited to, market conditions, tax consideration, and rebalancing costs. We employ a fundamental, long-term (sometimes referred to as buy-and-hold) philosophy. We do not attempt to time markets or any sectors of the markets. You cannot expect to avoid market volatility or losses by engaging us. Investing carries certain unavoidable or inherent risks of loss. You should notify us immediately if your circumstances change which may alter your objectives, risk tolerance or suitability for the target asset allocation we set with you. Financial Planning Services We also provide financial planning and assessment services for clients. Our financial planning and assessment services may include one or more of the following:  Investment Planning  Financial Independence/Retirement Planning  Budgeting and cash flow planning  Financial goal achievement planning We will prepare a written financial plan for all financial planning clients using industry standard software. The plan includes gathering all information necessary to provide you with appropriate and agreed upon services. The plan considers all your assets, liabilities, goals and objectives. You are encouraged to review your plan on a regular basis, based on your individual circumstances. Assets Under Management As of August 2023, our discretionary assets under management were $568,119,193.