ENTITY STRUCTURE

Family Office App Demo — Entity Hierarchy & Ownership • Click any entity to view investments

Morgan Hale ("MH")

Individual • Grantor of all irrevocable trusts referenced herein

NWLP OWNERSHIP TRUSTS

60%

Northwind Gift Trust

Irrev. Grantor Trust

Holds 60% of NWLP; co-invests across deals

30%

NORTHWIND LEGACY Legacy Trust

Irrev. Grantor Trust

Holds 30% of NWLP, 1% Family Office App Demo; co-invests

Hale Family Brackenridge LLC

LLC (Partnership)

Gift Trust ~19%, MH ~3% + other family members

PRIMARY ENTITY

10%

Northwind Family LP

Family Limited Partnership

Primary holding entity. Owns downstream investments, GP interests & operating entities.

Northwind Gift Trust 60% NORTHWIND LEGACY Legacy Trust 30% MH 10%

NWLP SUBSIDIARIES & PARTNERSHIPS

90%

Harbor LP LLC

LLC (Partnership)

NWLP 90% / KH (AK) 10%

90%

Silverleaf Investments LLC

LLC (Partnership)

NWLP 90% / Triple A Eq. (Jordan) 10%

↳ MH Trading Co. LLC (disregarded; SF prop.)

50%*

Harbor Equities LLC

LLC — GP of RE Deals

50% MH (NWLP) / 50% AK (KH)

↳ Marlow Manager LLC (50% GM Eq / 50% Eminent)

50%*

Harbor Manager LLC

LLC — Syndication GP

50/50 MH (NWLP) / AK (KH)
GPs house-branded RE deals

* Via MH's interest in NWLP

MANAGEMENT ENTITIES

99%

Family Office App Demo LLC

LLC (Family Office)

MH 99% / 2012 Trust 1%

100%

Northwind Enterprises Inc

S Corporation

100% MH; legacy mgmt entity

50%

CT Management LLC

LLC — Property Management

50% MH / 50% AK • Manages Harbor Equities properties

OTHER MH ENTITIES

NORTHWIND HERITAGE Legacy Trust

Irrev. Grantor Trust • Public equities

613 Trust

Simple Trust • Minor investments

Northwind Holdings LLC

LLC • Equities

Northwind Growth LLC

LLC • Growth equity

Northwind Coffee Bistro, Inc

S Corp • MH 99% / Jordan 1%

NON-PROFIT — INDEPENDENT

Not owned by any entity in the structure above

Northwind Foundation

Private Foundation

Northwind Philanthropic Trust

DAF / Public Charity

Individual Family LP LLC Trust Corporation Non-Profit | MH = Morgan Hale NWLP = Northwind Family LP AK = Avery Kim KH = Kim Holdings LLC

Co-Investment Note: NWLP, Gift Trust, 2012 Trust, Brackenridge LLC, Silverleaf, Harbor Equities, Harbor Manager, and Marlow Manager each maintain various LP, GP, or JV structures and frequently co-invest across deals. Additional LLCs, LPs, SPVs, and other entities exist that are not reflected on this chart.

CONFIDENTIAL • Family Office App Demo LLC • Not for third-party use or reliance • Subject to change • March 2026

Investments

Total Invested

Total FMV

Sub-Entities

Investments

No investments found for this entity.

Entity	Type	Ownership	Purpose / Notes	Hale %	Investments