Lesjak Planning, LLC, “LP”, is a family-owned financial planning firm and Registered Investment Advisor since 1980. The principal owner of the firm is Michael J. Lesjak. LP offers financial planning and investment advisory services to our clients. We prepare specific financial plans for you based on a review of your individual situation, including tax status and investment objectives. Our financial planning services may also include advising you with regard to retirement, tax and estate planning, investment and insurance strategies and goal setting. It is your decision whether or not to implement the financial plan with LP. In addition to the financial plan development, LP also offers new clients the PREMIER ASSET MANAGEMENT PROGRAM (PAMP) or the ANNUAL MANAGEMENT PROGRAM (AMP). We develop a profile of your specific investment objectives and risk comfort level based on discussions and information provided by you. We then create an allocation model for you among various asset categories such as equities (stocks), fixed income and Treasury securities. The allocation is designed to meet your investment objectives while remaining within your risk comfort level. We then recommend the selection of specific money managers and mutual funds within the various categories. Specific criteria are used to select the money managers and mutual funds for your portfolio. These include, but are not limited to: ▪ Volatility ▪ Performance ▪ Manager Tenure ▪ Expenses ▪ Client Cash Flow Needs When recommending the selection of Private Placement investments, additional criteria are used that include, but are not limited to: ▪ Liquidity ▪ No ready market ▪ Time Horizon ▪ Valuation Upon your authorization, we will implement the portfolio and review on at least a quarterly basis for the PAMP and annually for the AMP. As your portfolio fluctuates, we will recommend the reallocation of assets within the portfolio to maintain consistency with your investment objectives and risk comfort level. Additionally, we will provide you with quarterly statements for the PAMP and annual statements for the AMP detailing the costs and current values of your individual investments. The

investment services we provide are on both a discretionary and non-discretionary basis. You may determine which is best for you by indicating your choice on the Advisory Agreement before services begin. Your choices are: A. LP notifies you before making any transactions for your accounts. (Non-Discretionary) B. You give LP authority to make transactions for your accounts as directed by your recommended portfolio and Investment Policy Statement. (Discretionary) Any accounts not included by your authorization are noted in writing to LP by you. Additionally, LP does not have custody or possession of any investments or other assets in your accounts. As of March 26, 20234 we manage $337,200,000 of client assets on a discretionary basis and $6,200,000 of client assets on a non-discretionary basis. Lesjak Planning became a Registered Investment Advisor in 1980 and has acted in a Fiduciary capacity for its clients since that time. As a Fiduciary, LP makes recommendations that we feel are in the client’s best interest. When we provide investment advice to you regarding your retirement plan account or individual retirement account, we also act as Fiduciaries within the meaning of Title 1 of the Employee Retirement Income Security Act and/or Internal Revenue Code, as applicable, which are laws governing retirement accounts. The manner in which we earn compensation as an Independent Fee-Only Registered Investment Advisor creates potential conflicts with your interests. Therefore, we operate under a special rule that requires us to act in your best interest and not put our interests ahead of yours. Under this special rule’s provisions, we must:
• Meet a professional standard of care when making investment recommendations (give prudent advice);
• Never put our financial interest ahead of yours when making recommendations (give loyal advice);
• Avoid misleading statements about conflicts of interest, fees, and investments;
• Follow policies and procedures desiged to ensure that we give advice that is in your best interest;
• Charge no more than is reasonable for our services;
• Give you basic information about our conflicts of interest.