A. Description of the Advisory Firm B. Types of Advisory Services Services Limited to Specific Types of Investments GFG generally limits its investment advice to mutual funds, fixed income securities, real estate funds (including publicly traded REITs), equities, ETFs (including ETFs in the gold and precious metal sectors), treasury inflation protected/inflation linked bonds and non-U.S. securities. GFG may use other registered securities to help diversify a portfolio when applicable. GFG offers the same suite of services to all its clients. However, specific client investment strategies and their implementation are dependent upon the client Investment Policy Statement which outlines each client’s current situation (income, tax levels, and risk tolerance levels). Clients may impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs. However, if the restrictions prevent GFG from properly servicing the client account, or if the restrictions would require GFG to deviate from its standard suite of services, GFG reserves the right to end the relationship. GFG participates in wrap fee programs, which are investment programs where the investor pays one stated fee that includes management fees, transaction costs, and other administrative fees. GFG manages the investments in the wrap fee program but does not manage wrap fee accounts any differently than non-wrap fee accounts. Wrap fee accounts may be more or less expensive based on trading activity within your account compared to a non-wrap/transaction fee-based account. Fees paid under the wrap fee program will be billed by GFG as a management fee. Please see our ADV 2A, Appendix 1 (Wrap Fee Brochure) for additional information. GFG uses the value of the account as of the close of last business day of the billing period, after considering deposits and withdrawals, for purposes of determining the market value of the assets upon which the advisory fee is based for its wrap programs. GFG has the following assets under management: Discretionary Amount: Non-discretionary Amount: Date Calculated: $557,220,887.18 $ 0 As of 4/30/2024 GFG also offers financial planning services on an agreed upon one-time fee or an hourly basis. All fees and terms are outlined in the GFG Financial Planning Agreement. C. Client Tailored Services and Client Imposed Restrictions D. Wrap Fee Programs E. Assets Under Management F. Financial Planning Consulting The following are the fee schedules assessed to accounts using Goldstone Financial

Group, LLC for portfolio management investment advisory services: Charles Schwab (formerly TD Ameritrade) Accounts: Charles Schwab Standard Transaction-Based Portfolio Management Service Fees Charles Schwab Standard Wrap-Based Portfolio Management Service Fees Total Client Assets Under Advisory Management Total Annual Management Fee Total Client Assets Under Advisory Management Total Annual Management Fee First $1,000,000 1.20% First $500,000 1.50% Next $1,000,000 to $3,000,000 0.90% Next $500,001 to $1,000,000 1.20% $3,000,000+ 0.65% Next $1,000,000+ 0.95% Fidelity Accounts: Fidelity Transaction-Based Account Management Service Fees Total Client Assets Under Advisory Management Goldstone Annual Management Fee Sub-Adviser Annual Management Fee Total Annual Management Fee First $1,000,000 1.20% 0.10% 1.30% Next $1,000,000 to $3,000,000 0.90% 0.10% 1.00% $3,000,000+ 0.65% 0.10% 0.75% Wrap-Based Portfolio Management is only available with GFG with its custodian Charles Schwab. This will limit the available models and strategies for clients opting to use Fidelity to custody their accounts. For accounts utilizing a wrap-based program, GFG will wrap all fees (i.e., custodian fees, brokerage fees, transaction fees, third-party fees, etc.) within the annual management fee assessed to the client. For any Transaction-Based portfolios the client may be charged trade transaction fees assessed by the custodian directly to the account at the time of the transaction depending on the investment product being traded. In addition, fees assessed by the custodian may also be charged to a Transaction-Based account that would not be charged to a Wrap-Based account. All transaction fees are determined by the custodian’s respective fee schedules and available on request. If a client opts to utilize a Transaction- Based portfolio, the client will be responsible for all fees assessed by the custodian directly to the account. Please note, the custodians used by GFG offer reduced transaction fees on certain types of trades to clients who opt to receive trade confirmations and/or monthly statements electronically in lieu of paper copies sent by physical mail. For additional information, please review the custodian’s fee schedules and discuss with your representative.