VERITY Wealth Advisors was founded in 2003 by Evan Oliver, who remains the principal owner of the firm. VERITY provides a broad range of financial advisory services that depend upon the needs of the client. Our services fall into two main categories: Managed VERITY builds, directs and maintains an investment portfolio for the client Consulting VERITY provides ad-hoc financial advice on an as-needed basis Privates Tracking VERITY tracks investments in private investments that is does not manage These service arrangements may or may not include the provision of Financial Planning services. VERITY believes that the best investment advice is provided when an advisor is deeply intertwined in every aspect of their clients’ overall financial picture, a view best gained through the financial planning process. However, in limited situations, VERITY will manage a client’s assets without also providing financial planning services. We currently have clients engaged under such investment management-only agreements. VERITY also provides non-managed financial consulting to a limited number of clients. Under these contracts, VERITY provides investment and/or financial planning advice on an ad-hoc hourly basis but does not take on any management responsibility of the clients’ assets. As part of a managed engagement, VERITY may provide basic/general advice on Client investment assets that are not considered assets under management. Examples of such assets include (but are not limited to) retirement plan holdings, private real estate and limited partnerships. This advice is generally limited to the effects that such investments have on big picture asset allocation and

risk considerations within a Client’s overall wealth. In cases wherein a Client wishes to have VERITY more explicitly track investments that they make (or have already made) in such non-managed investments, VERITY may enter into an additional privates tracking engagement. Until September 30, 2018, VERITY Wealth Advisors acted as the general partner of a limited partnership, Verity Alternative Partners L.P. (“VAP”). This partnership was formed in 2005 as a means of providing VERITY clients with exposure to such alternative investments as real estate, commodities and hedge funds. The fund was closed to new investment since 2006 and was dissolved and wound-down as of September 30, 2018. Since December 31, 2013, VERITY has not received any management fees or other compensation for serving as the general partner of VAP. As of December 31 2022, the assets upon which VERITY provides supervisory services totaled $189,836,261 in discretionary funds. This amount include accounts to which VERITY provides “continuous and regular supervisory or management services” over the assets. This figure also includes engagements whereby VERITY provides a broad range of Financial Planning services (i.e. our traditional wealth management mandates), including but not limited to general guidance on estate planning, taxes, insurance and retirement planning issues. The provision of these services is driven by and tailored to each client’s needs as articulated/requested by the client. VERITY is NOT licensed to provide specific tax or legal advice and therefore the guidance given under these mandates is designed only to supplement the expert counsel of tax and/or legal practitioners.