After @SpaceX IPO on June 12, instead of a classic 180-day lockup period employee-shares will be released gradually over those 180-days. Here's a friendly break-down at each release-stage: --- 1) After Q2 Earnings (~June/Aug): = 20% available 10% extra only if price clears a 30% hurdle 5-of-10 days

4) 180-days post-IPO 100% available

3-years in (growth review of my practice) ✔️ added 10 ongoing clients ✔️ completed 4 one-time projects, 2 in-progress (goal: reduce to 0) ✔️ dozens of complimentary sessions ✔️ full pipeline The best part of this growth is that most of them are the exact-types folks we've aimed to work with since the beginning: ▪️ 7-figures of startup & tech equity ▪️ Wealth & Tax complexity An even more-fun stat is that most are <40 years old. Wildly-different than the traditional retiree-focused firm. And in general, the work is just cool. The cases I've seen lately are more high-profile, high-stakes than ever. IPOs (like spaceX, anthropic), acquisitions, other wealth events I used to only read about. Most of the clients we work with are in the Bay Area (and the Coasts). I live in Texas now, but geography hasn't mattered to the folks who want the absolute best-fit advisor. They want someone who truly understands tech culture, equity dynamics, want deep tax planning and a financial advisor they trust. It seems like my Brand & Reputation are carrying me a lot further than my absent marketing plan. Crazy to say, but it feels like my rep is stronger in the Bay now than when I lived-and-practiced there (for 9-years!). The stats above may come off as a list of not-so-humble brags. But I'm just proud of myself. To a lot of people I appear to have it under control. But most weeks, I'm rolling with the punches of an inconsistent schedule and bowing to the needs of a <2 y/o son. Sometimes needs me to hold him all-day/night instead of locking in for work and everything has to be re-scheduled. Sometimes there are breaks in the calendar and I think "Is this it? Has the well dried up?" Other times I feel like a dog chasing the car, and am scared out of my mind of actually catching it. I don't have it all figured out. So writing things out reminds me that the grind and the 11:30pm logins have been worth it, even if I can't see it in the moment. It tells me how far I've come in a few short years and a reminds me that, if I stay the course, what else could happen in the next 3.

Me: “ahh finally some downtime in the schedule, no new meetings” Universe: “hello would you like 8-new opportunities at once that could change your career-trajectory but will age you dramatically?” Why is it always like this?