Firm Description Johnson Wealth Management, LLC (“JWM”) was founded in 2002. JWM is strictly a fee-only financial planning and investment management firm. The firm does not sell annuities, insurance, stocks, bonds, mutual funds, limited partnerships, or other commissioned products. The firm is not affiliated with entities that sell financial products or securities. No commissions in any form are accepted. No finder’s fees are accepted. JWM provides personalized confidential financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Advice is provided through consultation with the client and may include: determination of financial objectives, identification of financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Investment advice is an integral part of financial planning and is provided with the client making the final decision on investment selection. JWM does not act as a custodian of client assets. The client always maintains asset control. JWM places trades for clients under a limited power of attorney. A written evaluation of each client's initial situation is provided to the client, often in the form of a net worth statement. Periodic reviews are also communicated to provide reminders of the specific courses of action that need to be taken. More frequent reviews may occur but are not necessarily communicated to the client unless immediate changes are recommended. Other professionals (e.g., lawyers, accountants, insurance agents, etc.) are engaged directly by the client on an as-needed basis. JWM often works closely with other advisors to ensure that the client’s financial plan is fully implemented. Conflicts of interest will be disclosed to the client in the unlikely event they should occur. The initial meeting, which may be by telephone, is free of charge and is considered an exploratory interview to determine the extent to which financial planning and investment management may be beneficial to the client. Principal Owner Derrick Johnson is a 100% owner of the company. Types of Advisory Services JWM provides investment supervisory services, also known as asset management services; manages investment advisory accounts not involving investment supervisory services; and furnishes investment advice through consultations. On more than an occasional basis, JWM furnishes advice to clients on matters not involving securities, including a broad range of financial planning matters. Assets Under Management As of 12/31/2023, JWM manages approximately $196.8 million in assets for 153 clients on a discretionary basis. Tailored Relationships The goals and objectives for each client are documented in our client relationship management system. Clients may impose restrictions on investing in certain securities or types of securities. Agreements may not be assigned without client consent. Types of Agreements The following agreements define the typical client relationships. Financial Planning Agreement A financial plan is designed to help the client with all aspects of financial planning without ongoing investment management after the financial plan is completed. The financial plan may include, but is not limited to: a net worth statement; a cash flow statement; a review of investment accounts, including reviewing asset allocation and providing repositioning recommendations; strategic tax planning; a review of retirement accounts and plans including recommendations; a review of insurance policies and recommendations for changes, if necessary; one or more retirement scenarios; estate planning review and recommendations; and education planning with funding recommendations. Detailed investment advice and specific recommendations are provided as part of a financial plan. Implementation of the recommendations is at the discretion of the client. In the event that the client’s situation is substantially different than disclosed at the initial meeting, a revised fee will be provided for mutual agreement. The client must approve the change of scope in advance of the additional work being performed when a fee increase is necessary. After delivery of a financial plan, future face-to-face meetings may be scheduled as

necessary to implement the plan. Investment Advisory Agreement An Investment Advisory Agreement will be executed when JWM will provide investment management services. Most clients choose to have JWM manage their assets in order to obtain ongoing in-depth advice and life planning. All aspects of the client’s financial affairs are reviewed. Realistic and measurable goals are set. Objectives to reach those goals are defined. As goals and objectives change over time, suggestions are made and implemented on an ongoing basis. The scope of work and fee for an Investment Advisory Agreement is provided to the client in writing prior to the start of the relationship. An Investment Advisory Agreement includes: investment management (including performance reporting). Other services included for this fee include ongoing financial planning services. Pension Consulting Agreement This service is designed to offer a variety of advisory services to employee benefit plans and their fiduciaries based upon an analysis of the needs of the plan. This advisory service may include advice regarding general recommendations as to what portion of plan assets should be invested in various investment media, including securities, and in some cases, recommendations regarding investment in specific securities or other investments. JWM may also assist plan fiduciaries in determining plan investment objectives and policies and in designing funding media for the plan. Further, JWM may provide general or specific advice to plan fiduciaries as to the selection or retention of independent third-party investment advisers to manage the assets of the plan. JWM is customarily compensated for these services primarily through fees paid by the plan or its sponsor. These fees are based on a percentage of the assets under management. All client accounts are regulated under the Employee Retirement Income Securities Act (“ERISA”). JWM will provide consulting services, as an investment manager, to the plan fiduciaries as described above. The named plan fiduciary must make the ultimate decision as to retaining the services of such investment advisers as JWM recommends. The plan fiduciary is free to seek independent advice about the appropriateness of any recommended services for the plan. To be an investment manager to qualified plans governed by ERISA, two requirements must be satisfied. First, the investment manager must be registered under the Investment Advisers Act or under applicable state law. Second, the investment manager must acknowledge in writing that it is a fiduciary with respect to the plan. The Department of Labor in Regulation 3-21 clarified the scope of the applicability of ERISA to investment managers. This regulation provides that such a person becomes a fiduciary if advice is given on a regular basis and pursuant to an agreement or undertaking that such services will serve as a primary basis for investment decisions by the plan. Retainer Agreement In some circumstances, a Financial Planning Agreement is executed on a fixed-fee basis when it is more appropriate to work on that basis. The annual fee is determined by the scope of work requested and is not negotiable. Subadvisory Services JWM recommends that certain clients implement the subadvisory services of a subadvisor for discretionary investment management services. JWM will assist and advise the client in establishing investment objectives, selection of the investment strategies and communications with the subadvisor. JWM will serve as the client’s primary advisor and relationship manager for the account[s]. JWM will provide ongoing oversight of the subadvisor’s investment strategy[ies] to ensure they are managed consistent to the investment mandate[s]. JWM will provide the client with the subadvisor’s Form ADV2A – Disclosure Brochure prior to establishing an account with the subadvisor. Termination of Agreement A Client may terminate any of the aforementioned agreements at any time by notifying JWM in writing and paying the rate for the time spent on the investment advisory engagement prior to notification of termination. If the client made an advance payment, JWM will refund any unearned portion of the advance payment. JWM may terminate any of the aforementioned agreements at any time by notifying the client in writing. If the client made an advance payment, JWM will refund any unearned portion of the advance payment.