A. Arrowroot Family Office, LLC was originally established in 2013 under the name Vitreous Partners, LLC and later changed its name to Arrowroot Family Office, LLC in December 2017. AFO was approved as a state registered investment adviser in August 2013 and currently provides investment advisory services to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and pooled investment vehicles organized as private funds (such private funds referred to herein as “Funds”, and all such different types of clients referred to herein as “Client” or “Clients”). Rob Santos is a principal owner of the Adviser through Vitreous Partners Holdings, LLC. Mark McCarron is also an owner of the Adviser. B. The Adviser provides the following types of services: Wealth Management Services. AFO offers Clients investment advisory services as covered in the Investment Management Agreement (“IMA”) where each Client may receive specific investment related consultative services. AFO may assist Clients in determining, among other things, suitability, investment objectives, goals, time horizons, risk tolerances and a financial plan. AFO focuses on providing its Clients a broad range of comprehensive investment advisory services. The firm invests Client funds using sound discretionary methods in IRAs and brokerage accounts using stocks, bonds, preferred stocks, mutual funds, and ETFs. AFO provides fee-based asset management on a discretionary and a non-discretionary basis. AFO believes that the most important investment decision for any investor is the asset allocation decision. As a result, our aim is to develop a customized asset allocation for each Client based on his/her specific risk/reward profile and investment goals. We use select analytics programs including, efficient frontier analysis, Monte Carlo analysis, time-period analysis, and value-at-risk analysis to shape our allocation selections. Our second step is to populate that allocation with carefully selected products - primarily exchange traded funds (ETFs) and mutual funds. Other than individual fixed income holdings, we do incorporate individual securities (stocks) into our allocations for Clients on occasion. We will do so if directed by the Client. Our third step is to actively manage the Client’s asset allocation through the ongoing monitoring, selection, and rebalancing of the portfolio’s holdings. Asset Allocation and Re-Balancing Services. AFO may offer Clients basic portfolio asset allocation and re-balancing services for their portfolios. Such services will include assets allocation modeling and recommendations and quarterly or annual re-balancing of portfolios based on such factors as overall market prospects, individual issue prospects, allocation bands, tax loss harvesting and any material changes in a Client’s account such as changes in company earnings, industry/company outlook as well as other economic factors. Funds. AFO provides investment advisory services to Funds pursuant to applicable operating agreements, confidential private placement memoranda, if any, and other governing documents (referred to collectively as “Governing Documents”). Rob Santos is the portfolio manager of the Funds. AFO will have sole discretion to determine the composition of the Funds’ portfolios. Each Fund’s investment objectives and strategies will be outlines in its Governing Documents. Please see the Fund’s Governing Documents for further details. Financial/Administrative Consulting Services. For Clients who may request or have a need for such services, AFO may offer and provide select financial, accounting, and/or administrative consulting services including but limited to: (i) check-writing / bill-paying services; (ii) cash receipts; (iii) cash flow monitoring / assessing cash flow needs; (iv) budgeting; (v) bank reconciliations; (vi) financial statement preparation; (vii) payroll processing; and (viii) payroll, sales, individual and business tax filings, business valuation or due diligence. Advisory Services for Veterans and Military Personnel. In appreciation of the men and women of the military, including veterans, National Guard, and reservists, AFO offers twelve months of free investment management (AFO waives its fees for the first year). This offer includes a preliminary free consultation. Advisory Services for Company Retirements Plans. AFO will act as a fiduciary for select company retirement plans, under the Employee Retirement Income Security Act (“ERISA”) for the purposes of providing non-discretionary investment advice only:  Our open architecture platform allows us to service companies of any size;  Investment flexibility: Select a wide array of mutual funds & ETFs and or retirement- date targeted mutual funds;  Resources, tools, and education for you and your participants;  Easy administration to streamline your responsibilities;  Full-service record keeping provided by third party administrators;  Flexibility of custodian (such as Betterment Securities, Schwab, Guideline). We acknowledge our status as a fiduciary under ERISA solely with respect to the Services above that are deemed to be fiduciary activities under ERISA. Our fiduciary status is limited to the rendering of investment advice as defined in ERISA Section 3(21)(A)(ii). We will not have or exercise any discretionary authority over the administration of the Plan. We are not the “administrator” of the Plan (as defined in ERISA Section 3(16)(A)) and we have no power to make decisions as to plan policy, interpretations, practices, or procedures with respect to the Plan. Use of Third-Party Money Managers/Sub-Advisory Services. From time to time and to the extent permitted in each Client’s IMA, AFO engages the services of other independent advisers (“sub- advisers”) to provide specialized advisory services. In such cases, it is usually necessary for AFO to collect certain financial information regarding Clients and make that information available to these sub-advisers. In certain cases where appropriate, AFO may recommend that certain clients, engage Betterment LLC (“Betterment”) to provide investment advice and digital services on a sub- advisory basis through their wrap fee program. AFO assists Clients with selecting and implementing the appropriate asset allocation strategy and monitors the performance and suitability of Betterment. AFO will periodically review Betterment’s reports provided to the Clients at least annually. AFO will contact Clients from time to time in order to review

their financial situation and objectives; communicate information to team members and custodians as needed and assist the Client in understanding and evaluating the services provided by AFO and its custodians. Clients will be expected to notify AFO of any changes in their financial situation, investment objectives, or account restrictions that could affect their financial standing. Financial Planning Services. AFO may also offer Clients specific financial planning services to include limited or comprehensive financial plans, mortgages and refinances, estate planning, life insurance, annuities, tax planning, investment due diligence, business advisement, investment plans, and/or individual consultations regarding a Client’s financial affairs. The design and implementation of a financial plan may begin with the process of gathering data regarding income, expenses, taxes, insurance coverage, retirement plans, wills, trusts, investments and/or other relevant information pertaining to a Client’s overall financial situation. This information is carefully analyzed taking into account a Client’s goals and stated objectives and a series of recommendations and/or alternative strategies will be developed and designed to achieve optimum overall results. Fees for such services will be on a flat fee (per plan), quarterly fee and/or an hourly rate and based on how many hours are needed to complete the service or as part of the general investment advisory relationship. Financial Planning and Investment Advisory Services. This service involves working one-on-one with a planner over an extended period of time. By paying a fixed negotiated and agreed upon fee, Clients get to work with a planner who will help them design their plan. The planner will monitor the plan, recommend appropriate changes, and ensure the plan is up to date. Upon desiring a comprehensive plan, a Client will be taken through establishing their goals and values around money. They will be required to provide information to help complete the following areas of analysis: net worth, cash flow, insurance, credit scores/reports, employee benefit, retirement planning, insurance, investments, college planning, and estate planning. Once the Client’s information is reviewed, their plan will be built and analyzed, and then the findings, analysis, and potential changes to their current situation will be reviewed with the Client. Clients subscribing to this service will receive a written or an electronic report, providing the Client with a detailed financial plan designed to achieve his or her stated financial goals and objectives. If a follow-up meeting is required, we will meet at the Client’s convenience. The plan and the Client’s financial situation and goals will be monitored throughout the year and follow-up phone calls and emails will be made to the Client to confirm that any agreed upon action steps have been carried out. On an annual basis, there will be a full review of this plan to ensure its accuracy and ongoing appropriateness. Any needed updates will be implemented at that time. Personal Tax Return Preparation. AFO may provide tax preparation services for its Clients to assist with the filing of federal and state tax returns for individuals and businesses. We may ask for an explanation or clarification of some items, but we will not audit or otherwise verify Client data. The Client is responsible for the completeness and accuracy of information used to prepare the returns. AFO’s responsibility is to prepare the returns in accordance with applicable tax laws. AFO will utilize the services of a third-party accounting, bookkeeping, and/or tax preparation firm to facilitate the preparation and filing of your tax return and AFO will work with you and the third- party tax professional in order to gather the necessary information as part of this service. AFO may observe opportunities for tax savings that require planning or changes in the way the client handles some transactions. While an engagement for tax return preparation does not include significant tax planning services, AFO will share any ideas we have with you and discuss terms for any additional work that may be required to implement those ideas. Educational Seminars, Speaking Engagements and Podcasts. AFO may provide seminars on an “as announced” basis for groups seeking general advice on investments, business practices and other areas of personal finance. The content of these seminars will vary depending upon the needs of the attendees. These seminars are purely educational in nature and do not involve the sale of any investment products. Information presented will not be based on any individual’s personal need, nor does AFO provide individualized investment advice to attendees during these seminars. C. The Adviser may tailor the specific advisory services with respect to each Client based on the particular investment objectives and strategies described in the applicable Client’s IMA or Governing Documents. All discussion of the Clients in this Brochure, including but not limited to their investments, the strategies used in managing the Clients, and conflicts of interest faced by the Adviser in connection with the management of the Clients, if any, are qualified in their entirety by reference to each Client’s respective IMA or Governing Documents. D. The Adviser does not participate in wrap fee programs. In some instances, AFO may recommend investment strategies that are available as part of a wrap fee program sponsored by a custodian or Betterment. Clients participating in wrap fee programs may be charged various program fees in addition to the advisory fee charged by our firm. Such fees may include the investment advisory fees of the third-party manager, which may be charged as part of a wrap fee arrangement. In a wrap fee arrangement, Clients pay a single fee for advisory, brokerage, and custodial services. Client’s portfolio transactions may be executed without commission charge in a wrap fee arrangement. In evaluating such an arrangement, the Client should also consider that, depending upon the level of the wrap fee charged by the broker-dealer or advisor, the amount of portfolio activity in the Client’s account and other factors, the wrap fee may or may not exceed the aggregate cost of such services if they were to be provided separately. AFO will review with Clients any wrap program fees that may be charged to clients. E. As of December 31, 2023, the Adviser manages $284,511,655 in discretionary and $24,263,662 in non-discretionary assets under management.