Parkside Advisors LLC (“Parkside”), formerly Grubman Wealth Management, was founded in 1996 and is owned by Charles Benziger, through his ownership of Parkside Capital Advisors LLC, and Audrey Grubman, through her ownership of Grubman Management, Inc. Parkside offers advisory services to individuals, trusts, estates, corporations and other entities. Parkside is a fiduciary to its investment advisory clients. As a fiduciary, it is committed to providing investment management services that are in the best interest of each client, acting with the care, skill, and diligence of a prudent person acting in a like capacity. Parkside provides its services taking into consideration the investment goals and objectives, risk tolerance, financial circumstances, and needs of each client without regard to the financial or other interests of Parkside or its employees, affiliates or related parties. Parkside has a main office in Berkeley, CA and maintains a branch office in San Francisco, CA. A. Investment Management Services Parkside provides Investment Management Services, defined as giving continuous advice to a client, or making investments for a client, based on the individual needs of the client. Through personal discussions in which goals and objectives based on a client's particular circumstances are established, Parkside develops a client's investment policy and creates and manages a portfolio based on that policy. Each portfolio is designed with reference to each client's individual financial objectives and income tax considerations. Parkside manages portfolios on a discretionary basis. Our portfolio strategies typically incorporate a diversified global asset allocation strategy utilizing index-linked exchange-traded funds or mutual funds. Asset allocations are based on a benchmark portfolio with a historical rate of return and volatility or standard deviation. The benchmark portfolio for each client is determined by a financial plan developed by Parkside with the client, or through discussions about risk and historical returns of the various asset classes in the benchmark portfolios referenced in Parkside’s portfolio construction. A benchmark portfolio with a particular historical rate of return and volatility or standard deviation is chosen by the client to be referenced by Parkside in the construction and management of the client’s portfolio. Fund selections typically include low- fee, no-load mutual funds and exchange-traded funds. For certain clients,

portfolios will also include individual securities, such as stocks and bonds. In some situations, Parkside may recommend that a subadvisor be engaged to manage all or a portion of the portfolio in accordance with an investment strategy suited for a client’s particular circumstances. In that circumstance, Parkside retains supervisory discretionary authority over the subadvisory relationship. Parkside does not offer recommendations regarding rolling over 401(k)/403(b) assets into an individual retirement account. As of December 31, 2023, Parkside managed $640,362,649 on behalf of 212 clients. B. Financial Planning Services Parkside provides comprehensive financial planning and advice concerning various aspects of personal finance, including stock option planning, tax planning, debt and cash management, retirement planning, investment management, insurance needs and estate planning. Clients discuss their specific goals and objectives, income and expense expectations, cash flow needs, and provide financial data to Parkside through an information organizer. Parkside reviews this information and develops a draft financial plan. The draft financial plan includes assumptions such as investment returns and volatility, income taxes and inflation rates. Parkside and the client then meet to review the assumptions and projections in detail, agree on revisions and “what-if” scenarios. Scenarios are developed to address specific client concerns (or Parkside’s concerns about the client’s plan, e.g., if investment returns are lower than assumed, or if the client’s spending increases.) Parkside and the client review the assumptions and projections to identify revisions to be made to the draft financial plan. Parkside incorporates the revisions into the financial plan and develops an action plan with the client to implement the financial plan recommendations. Parkside views the financial plan as a living document that can be updated over time with the client, for example if their financial situation changes. C. Tax Planning Parkside’s tax planning services include reviewing a client’s financial and tax situation to help the client consider ways they may be able to reduce their tax liabilities or increase their tax deferral opportunities. The process typically involves Parkside reviewing a client’s recently filed tax returns and then discussing the results of the review, including possible recommendations or action items for the client to consider.