A. OWNERSHIP/ADVISOR HISTORY Tanager Wealth Management LLP (“Tanager” or the “Firm”) is a limited liability partnership domiciled in the United Kingdom. It was established in July 2012. It subsequently became a registered investment adviser with the Securities and Exchange Commission. Its partners are Kristopher Heck, Alex Eichhorn, David Costello, Kyle Pettigrove, Abbas Somji and Patrick Mulhern. B. ADVISORY SERVICES OFFERED Prior to the Adviser-Client relationship, Tanager may offer a complimentary general consultation to discuss services available, to give a prospective client time to review services desired, and to determine the possibility of a potential relationship. Investment advisory services begin only after the client and Tanager formalize the relationship by setting forth the terms and conditions under which Tanager renders its services with a properly executed Client Agreement (collectively the “Agreement”). Tanager offers the following services: i. PORTFOLIO MANAGEMENT SERVICES At the beginning of the relationship Tanager will hold a meeting(s) with the client to collect pertinent data, identify goals, objectives, financial concerns and potential solutions. The result of these meetings will be a written wealth plan that typically focuses on one or more specific areas such as financial and cash management, risk management, retirement planning, goal setting, wealth management, or other needs identified by the client or by our review of the client’s financial circumstances. At the conclusion of the meetings, Tanager may make recommendations regarding implementation of the financial strategies discussed. After receiving the financial plan, Tanager and the client will create a customized portfolio that Tanager will manage for the client. Similar to the unique written financial plan, Tanager will work with the client to formulate an individualized portfolio based upon his/her objectives, time frame, risk parameters and other investment considerations. The portfolio may contain stocks, bonds, mutual funds, exchange traded funds or other investment products that are agreed up by the client. Tanager will actively manage and review all clients’ accounts, which means we review the accounts on a quarterly basis. Tanager Wealth Management LLP Page 5 ADV Part 2A –03/08/2024 ii. RECOMMENDATION OF INDEPENDENT MANAGERS Tanager may recommend that clients authorize the active discretionary management of all or a portion of their assets by and/or among certain independent investment managers (“Independent Managers”), based upon the stated investment objectives of the client. The terms and conditions

under which the client engages the Independent Managers are set forth in a separate written agreement between Tanager or the client and the designated Independent Managers. Tanager generally renders services to the client relative to the discretionary selection of Independent Managers, and continues to monitor and review the client’s account performance and investment objectives. Tanager receives its annual advisory fee which is based upon a percentage of the market value of the assets being managed both directly by Tanager and by the designated Independent Managers. When selecting an Independent Manager for a client, Tanager reviews information about the Independent Manager such as its disclosure brochure and/or material supplied by the Independent Manager or independent third parties for a description of the Independent Manager’s investment strategies, past performance and risk results to the extent available. Factors that Tanager considers in recommending an Independent Manager include the client’s stated investment objectives, management style, performance, reputation, financial strength, reporting, pricing, and research. The investment management fees charged by the designated Independent Managers, together with the fees charged by the corresponding designated broker-dealer/custodian of the client’s assets, are generally exclusive of, and in addition to, Tanager’s investment advisory fee. The client may incur additional fees than those charged by Tanager, the designated Independent Managers, and corresponding broker- dealer and custodian. In addition to Tanager’s written disclosure brochure, the client also receives the written disclosure brochure of the designated Independent Managers. iii. FINANCIAL PLANNING Financial plans and financial planning may include, but are not limited to: investment planning; tax concerns; retirement planning; education planning. C. TAILORED SERVICES As described above, Tanager’s services are individualized to each client. As a result, clients may impose reasonable restrictions on the creation of the financial plan or the portfolio management, i.e. to avoid certain securities, asset classes or industries. All restriction requests must be provided in writing. D. WRAP PROGRAM Tanager does not sponsor in a wrap program. However, Tanager may recommend a wrap program sponsored by an Independent Manager. Tanager Wealth Management LLP Page 6 ADV Part 2A –03/08/2024 E. CLIENT ASSETS MANAGED As of December 31, 2023, Tanager advises on $807,857,055.00 in discretionary assets and $199,319,398.00 in non-discretionary assets for its clients.