A. Firm Information Wealthspan Partners, LLC (“Wealthspan” or the “Advisor”) is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”). The Advisor was organized as a Limited Liability Company (“LLC”) under the laws of the State of Florida in August 2018 and became a registered investment advisor in September 2018. Wealthspan is owned and operated by Brian J. Ramsay (Senior Wealth Partner and Chief Compliance Officer) and Mark D. Tholl (Senior Wealth Partner). This Disclosure Brochure provides information regarding the qualifications, business practices, and the advisory services provided by Wealthspan. For information regarding this Disclosure Brochure, please contact Brian J. Ramsay (Chief Compliance Officer) at (563) 723-7301. B. Advisory Services Offered Wealthspan offers investment advisory services to individuals, high net worth individuals, trusts, and estates, (each referred to as a “Client”). Wealthspan provides individualized services to each Client, which are determined during initial conversations and updated over the course of the relationship as needed or requested by the Client. However, all services offered fall into the Investment Management Services, also known as Asset Management Services, and Financial Planning Services. Customized solutions for Client are achieved through continuous personal contact and interaction while providing discretionary and non-discretionary investment management and financial planning services. Wealthspan serves as a fiduciary to Clients, as defined under the applicable laws and regulations. As a fiduciary, the Advisor upholds a duty of loyalty, fairness and good faith towards each Client and seeks to mitigate potential conflicts of interest. Wealthspan’s fiduciary commitment is further described in the Advisor’s Code of Ethics. For more information regarding the Code of Ethics, please see Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading. Investment Management Services Wealthspan works closely with each Client to identify their investment goals and objectives as well as risk tolerance and financial situation in order to create a portfolio strategy. Wealthspan will then construct a portfolio, consisting of primarily of exchange-traded funds (“ETFs”), mutual funds, individual equity securities, and individual fixed income securities. The Advisor may also utilize options and other types of investments, as appropriate, to meet the needs of each Client. The Advisor may retain certain legacy investments based on portfolio fit and/or tax considerations. The Client-specific investment objectives will be set forth in a written Investment Policy Statement describing items such as asset allocation, personal circumstances, goals, liquidity needs, etc. Each Client will have the opportunity to place reasonable restrictions on the types of investments to be held in their respective portfolio, subject to acceptance by the Advisor. Wealthspan will construct, implement and monitor the portfolio on a discretionary basis with respect to the Client’s investment policy statement. At no time will Wealthspan accept or maintain custody of a Client’s funds or securities, except for the limited authority as outlined in Item 15 – Custody. All Client assets will be managed within their designated account[s] at the Custodian, pursuant to the terms of the advisory agreement please see Item 12 – Brokerage Practices. Retirement Accounts – When the Advisor provides investment advice to Clients regarding ERISA retirement accounts or individual retirement accounts (“IRAs”), the Advisor is a fiduciary within the meaning of Title I of the Employee Retirement Income Security Act (“ERISA”) and/or the Internal Revenue Code (“IRC”), as applicable, which are laws governing retirement accounts. When deemed to be in the Client’s best interest, the Advisor will provide investment advice to a Client regarding a distribution from an ERISA retirement account or to roll over the assets to

an IRA, or recommend a similar transaction including rollovers from one ERISA sponsored Plan to another, one IRA to another IRA, or from one type of account to another account (e.g. commission-based account to fee-based account). Such a recommendation creates a conflict of interest if the Advisor will earn a Page 5 new (or increase its current) advisory fee as a result of the transaction. No client is under any obligation to roll over a retirement account to an account managed by the Advisor. Financial Planning Services Financial Planning Services are at the core of the Client relationship with Wealthspan. Financial planning is an evaluation of a Client’s current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans while also understanding personal values, goals and objectives. Through the financial planning process, all questions, information and analysis are considered as they impact and are impacted by the entire financial and life situation of the Client. Wealthspan will provide financial planning and consulting services to Clients either as a component of investment management services or pursuant to a written financial planning agreement. Services are offered in several areas depending on the Client’s goals and objectives. Services may be for a defined scope or an ongoing engagement. Generally, such financial planning services will involve a written report which provides the Client with a detailed financial plan to assist the Client in achieving his or her financial goals and objectives. This planning or consulting may encompass one or more areas of need, including but not limited to, financial position, tax considerations, employee benefits, investment analysis, insurance analysis, retirement analysis, death and disability considerations, and estate planning. Plans or consultations are typically completed within six months of contract date, assuming all information and documents requested are provided promptly by the Client. Financial planning and consulting recommendations pose a conflict between the interests of the Advisor and the interests of the Client. Implementation of financial planning recommendations is entirely at the Client’s discretion. If the Client elects to act on any of the recommendations made by the Advisor, the Client is under no obligation to implement the transaction through the Advisor. Wealthspan will work with Clients to implement recommendations and referrals to other professionals may be made where appropriate to meet the Client’s needs. C. Client Account Management Prior to engaging Wealthspan to provide investment advisory services, each Client is required to enter into one or more agreements with the Advisor that define the terms, conditions, authority and responsibilities of the Advisor and the Client. These services may include:
• Establishing an Investment Strategy – Wealthspan, in connection with the Client, will develop an investment strategy that seeks to achieve the Client’s goals and objectives.
• Portfolio Construction – Wealthspan will develop a portfolio for the Client that is intended to meet the stated goals and objectives of the Client.
• Investment Management and Supervision – Wealthspan will provide investment management and ongoing oversight of the Client’s investment portfolio. Wealthspan will review Client portfolios at least annually.
• Financial Planning – Wealthspan provides initial and ongoing planning services, to assist Clients in meeting the financial goals. D. Wrap Fee Programs Wealthspan does not manage or place Client assets into a wrap fee program. Investment management services are provided directly by Wealthspan. E. Assets Under Management As of December 31, 2023, the Advisor manages $271,038,238 in discretionary assets and $11,472,307 in non- discretionary assets for a total of $282,510,545. Clients may request more current information at any time by contacting the Advisor. Page 6