Founders Circle Capital, LLC is a private investment management firm established in April 2012 by Michael Jung and Kenneth Loveless. The firm specializes in providing investment advice to private funds, catering to high net worth individuals and institutions. Clients typically invest in private technology companies by acquiring shares from selling shareholders or making direct investments. The firm tailors its services to individual client needs as per governing documents, allowing for negotiated investment restrictions. Founders Circle Capital manages regulatory assets totaling $1,121,203,460 on a discretionary basis as of December 31, 2022. Management fees range from 1.0% to 2.5% per year, with incentive fees of 10% to 20% of net profits, negotiable based on governing documents. The firm deducts fees quarterly in advance from client assets. Clients must meet a minimum investment requirement of $2 million for corporate/institutional investors and $500,000 for individuals, which may be waived at the discretion of the general partner. The firm invests in growth-stage technology companies, emphasizing market leadership, capital-efficient growth, and revenue growth, with a focus on risk management due to the illiquid nature of investments. Clients receive quarterly written reports on their investments.

**Wade Financial Advisory, Inc. Summary:** Established in January 1992 by Rodney D. Wade, Wade Financial Advisory, Inc. is a Registered Investment Advisor Firm based in Campbell, California. The firm offers a range of investment advisory services, including wealth management, financial planning, and investment management services. Clients can expect a diligent and disciplined approach to constructing and managing diversified portfolios based on rigorous academic and institutional research. Investment options may include stocks, bonds, mutual funds, and more. The firm operates as a fiduciary, always acting in the best interests of clients. Clients have the option for discretionary or non-discretionary investment advisory services. Wade Financial Advisory, Inc. does not charge performance-based fees and does not sponsor a wrap fee program. As of December 31, 2023, the firm reported $670,623,543 in Assets Under Management. There is no minimum account size requirement, but the firm may decline clients under certain fee levels. Clients receive regular reports and have access to their custodial accounts for monitoring. The firm conducts periodic reviews and meetings with clients to ensure their financial goals and objectives are met. Wade Financial Advisory, Inc. has a Code of Ethics in place to avoid conflicts of interest and maintains transparency in its brokerage practices and compensation structures. For more detailed information, clients are encouraged to review Wade Financial Advisory, Inc.'s Form ADV available on the SEC's website.

Mine & Arao Wealth Creation & Management, LLC is a registered investment advisor established in September 1999 by principals John T. Arao and Bud T. Mine. The firm specializes in providing financial planning services primarily to their CPA tax clients, offering tax planning, retirement planning, and estate planning. They manage assets totaling $183.7 million on a discretionary basis as of December 31, 2022, with fees based on a percentage of assets under management. Financial planning services are billed hourly, not exceeding $300 per hour, while investment management fees are structured based on a tiered percentage schedule. Clients have the option to impose restrictions on investments, although current clients have not done so. The firm does not provide portfolio management services to a wrap fee program. Mine & Arao uses a comprehensive approach to asset management, considering factors like age, risk tolerance, and capital needs. They invest in mutual funds, individual stocks, bonds, CDs, and ETFs. The firm does not engage in performance-based fees, and their investment strategies prioritize client risk tolerance and tax considerations. Mine & Arao is a fiduciary and does not guarantee investment performance. The firm's principals also operate Mine & Arao, LLP, a CPA firm, but clients are not obligated to use their accounting services. John T. Arao and Bud T. Mine have extensive educational backgrounds and professional designations as CPAs and Personal Financial Specialists. There are no disciplinary actions reported for the firm or its principals. Mine & Arao uses Charles Schwab & Co., Inc. as the custodian/broker for client assets, with fees based on a percentage of assets under management. The firm does not receive compensation for client referrals and does not engage in personal trading that may conflict with client interests. The brochure supplements provide detailed information about the educational background, business experience, and professional designations of John T. Arao and Bud T. Mine, as well as their roles within the firm and any additional compensation received.

Kaizen Financial Strategies, LLC is a registered investment adviser based in Campbell, CA, specializing in managing assets for various clients, including individuals, high net worth individuals, entrepreneurs, small business owners, and non-profit organizations. Established in 2025, the firm acts as a fiduciary, always prioritizing clients' best interests. They offer a wrap fee program where clients pay a single fee for investment advisory services and custodial transaction costs. The firm's investment strategy includes creating tailored portfolios consisting of individual stocks, bonds, ETFs, options, mutual funds, and other securities. They utilize fundamental, technical, sector, and qualitative analysis, along with strategies like asset allocation, fixed income, long-term purchases, margin transactions, options, and short sales. Clients are encouraged to maintain a minimum account balance of $100,000 for the Enhanced Income Portfolios program. The firm does not recommend or offer wrap program services from other providers and does not charge performance-based fees. Clients have full control over voting their securities, and the firm does not accept proxy authority. Schwab is recommended as the custodian, offering a range of investment products and services. The firm's Chief Compliance Officer reviews accounts annually, ensuring alignment with clients' goals and market conditions. Kaizen Financial Strategies does not provide financial information in this brochure.

Pruneyard Financial Group, Inc. is a registered investment adviser located in Cupertino, California. Established under the Investment Advisers Act of 1940, the firm specializes in providing pension consulting services, including acting as a fiduciary adviser under ERISA § 3(21) and § 3(38) for various plans. They offer discretionary portfolio management services through the PFG Money Management Program, managing over $140 million in assets as of 12/31/2024. For retirement plan services, fees range from 0.35% to 1.00% annually or as a flat fee, with billing terms determined at the engagement outset. Pruneyard Financial Group does not charge performance-based fees or utilize side-by-side management. The firm serves a range of clients, including individuals, high net worth individuals, pension and profit-sharing plans, and corporations or small businesses. In managing client accounts, the firm employs various methods of analysis such as charting, fundamental analysis, technical analysis, quantitative analysis, and qualitative analysis. They utilize strategies like long-term purchases, short-term purchases, and options writing. Clients are reminded that investing in securities involves risks of loss. Pruneyard Financial Group acts as a fiduciary investment manager for plan sponsors and clients participating in the wrap fee program, providing discretionary authority over day-to-day investment decisions. The firm does not vote proxies on behalf of clients and maintains a Code of Ethics ensuring high ethical standards and compliance with federal securities laws. They do not engage in soft-dollar arrangements or accept compensation from non-clients. The firm's financial information is sound, with no reportable disciplinary events or bankruptcy petitions in the past ten years.

**Entrust Investment Services, Inc. Summary:** Entrust Investment Services, Inc. is an investment advisor firm established in January 2023 by Kyle J McCauley and Robert A Trejo. The firm specializes in providing investment management services to various clients, including Registered Investment Advisers, High-Net-Worth Individuals, and individuals, households, and businesses seeking portfolio management services. Entrust offers discretionary asset management services through Third-Party Asset Management programs and provides investment management services tailored to client goals, risk tolerance, and preferences. **Consumer-Facing Terms:** - **Minimum Initial Investment:** Typically $100,000, subject to waiver at the firm's discretion. - **Fee Structure:** Annual advisory fee based on total assets under management, with a maximum annual fee of 2%. - **Fiduciary Status:** The firm and its advisors are fiduciaries, obligated to act in the best interests of clients. - **Investment Discretion:** Clients grant Entrust discretionary authority to manage their accounts, including trading decisions. - **Investment Philosophy:** Utilizes Modern Portfolio Theory to maximize portfolio return for a given level of risk. **Advisory Business Description:** Entrust Investment Services offers Third-Party Asset Management, investment management, and ERISA plan services. The firm's investment strategies are tailored to client objectives, risk tolerance, and time horizons. Entrust also provides financial planning services and holds educational seminars. The firm's principals, Kyle J McCauley and Robert A Trejo, hold various financial certifications and have extensive experience in the financial industry. For more detailed information, you can refer to the full brochure provided by Entrust Investment Services, Inc.