A Fulcrum Capital, LLC (“Fulcrum,” “we,” “us,” “our,” “Advisor”) is a Seattle company registered with the Securities and Exchange Commission as an investment advisor. The firm was founded in 2007. Fulcrum is employee-owned and pays careful attention to its obligation to clients to provide long-term continuity of service. Both Michelle Mathieu, our Chief Executive Officer, and Janet Welcher, our Managing Director, are Managing Members and each owns more than 25% of the company. B, C We offer a wide range of investment advisory services to our Clients. Advice and services are tailored to the stated objectives of the Client(s). Generally, we have the authority to determine, without obtaining specific Client consent, the securities bought or sold, as well as the amount of securities bought or sold and commission rates paid. Occasionally clients will direct us to buy or sell specific securities, or not to buy or not to sell specific securities. We generally construct portfolios using liquid assets (i.e., assets that may readily be sold in the public markets). While we don’t limit our advice to certain securities, our portfolios generally employ individual equities and fixed income securities (i.e., stocks and bonds), as well as exchange traded funds (“ETF”) and some allocation to cash. We may also recommend illiquid investments, ranging from unregistered securities (private placements) that have very low liquidity, to interval funds where the issuer agrees to redeem a certain amount of the fund’s assets periodically, such as quarterly or annually. We do not typically seek out and recommend private placements, though we may do that on occasion. We are more likely to review a specific offering at the client’s request and then

provide on opinion on the offering’s investment merit. When recommending or reviewing a private placement, our due diligence is generally limited to review of the issuer’s offering materials. We do not independently verify issuer representations. We are not able to use our discretionary authority to invest in private placements. We recommend illiquid investments only where we believe the client has sufficient other assets to meet cash flow and other liquidity needs, and where the client has the wherewithal to tolerate significant loss in the investment. D We do not participate in any wrap fee programs. E When we recommend that you rollover retirement assets or transfer existing retirement assets (such as a 401(k) or an IRA) to our management, we have a conflict of interest. This is because we will generally earn additional revenue when we manage more assets. In making the recommendation, however, we do so only after determining that the recommendation is in your best interest. Further, in making any recommendation to transfer or rollover retirement assets, we do so as a “fiduciary,” as that term is defined in ERISA or the Internal Revenue Code, or both. We also acknowledge we are a fiduciary under ERISA or the Internal Revenue Code with respect to our ongoing investment advisory recommendations and discretionary asset management services, as described in the advisory agreement we execute with you. To the extent we provide non-fiduciary services to you, those will be described in the advisory agreement. F As of December 31, 2023, we managed approximately $810 million of Client assets on a discretionary basis and approximately $37 million of Client assets on a non-discretionary basis.