A. Description of the Advisory Firm Jenkins Wealth® is an SEC Registered Investment adviser with its principal place of business in Colorado. Our firm is owned by Jenkins Wealth, Inc., a Colorado Corporation. Our operational hours are Monday – Friday from 7:00 am – 4:00 pm MST. All meetings are conducted by appointment only. B. Types of Advisory Services Our Financial Planning and Portfolio Management service encompasses asset management, as well as providing financial planning/financial consulting to Clients. It is designed to assist Clients in meeting their financial goals using various financial investments. Our firm provides continuous Portfolio Management to clients based on their individual needs. We work with each client to establish goals and objectives through discussions about that client’s particular circumstances. During our data-gathering process, we determine the client’s individual objective, time horizons, risk tolerance and liquidity needs. We then develop a client’s investment portfolio and implement along with the client. Upon client approval, Jenkins Wealth® IARs will propose an investment portfolio using a third-party money manager, primarily Market Guard®. IARs may also recommend the use of Insurance products to clients, based on their individual needs and situation. Please see Item 10 for potential conflicts of interest. We encourage clients to promptly inform us of any changes in their financial situation or investment goals. As an integrated part of our Portfolio Management services, we offer Financial Planning. We may offer the following financial planning services depending on the client’s situation: cash flow analysis, budgeting, retirement needs, asset allocation consulting, tax efficiency and review, charitable giving, estate considerations, wealth transfer and other goals or special needs. We will also act in a consultative nature with other financial professionals such as client’s CPAs or Estate Planning attorneys to fully understand a clients’ financial circumstances. We do not offer legal or tax advice. Financial Planning Only Financial plans and financial planning include, but are not limited to, investment planning, life insurance, tax concerns, retirement planning, college planning, and debit/credit planning. These services are based on hourly fees and the final fee structure is documented in Exhibit II of the Financial Planning Agreement. Selection

of Other Advisers or Money Managers Occasionally, Jenkins Wealth® directs Clients to a third-party money manager and/or other Advisers for a portion of their overall Household assets other than Market Guard®. For these purposes, Jenkins Wealth® has chosen to work with Asset Mark. We utilize the Asset Mark portfolios in order to add a level of diversification to our asset allocation. Due to the increased operational services offered by Asset Mark, these types of accounts can carry a higher overall management fee as discussed in Item 5. 03-25-2024 - 5 - Jenkins Wealth® will assist our clients in selecting the risk/return objective and Portfolio Strategies that best suit the client’s stated objectives. The client then specifically directs the account to be invested in accordance with the chosen investment solution. After the investment solution has been selected, the client further directs that the account be automatically adjusted to reflect any adjustment made in the asset allocation by the selected Portfolio Strategist. This client authorization results in the purchase and sale of certain mutual funds or ETFs, in client accounts, without further authorization by the client or any other party; occurring when the Portfolio Strategist changes the composition of the selected model asset allocation. The client receives confirmation of all transactions in the account and is free to terminate participation in the Platform and retain or dispose of any assets in the account at any time. Jenkins Wealth® has no authority to purchase or sell securities in any client account, change the selected asset allocation model, or to direct the account to be invested in any other manner without prior client authorization. C. Client Tailored Services and Client Imposed Restrictions We usually do not allow clients to impose restrictions on our investing in certain securities due to the level of difficulty required to manage them successfully. However, in the rare instance that we would allow restrictions, it would be with special consideration of the Management Team at Jenkins Wealth®. If at any time these restrictions were too cumbersome to maintain, Jenkins Wealth® reserves the right to terminate the account and/or client relationship. D. Wrap Fee Programs Jenkins Wealth® does not participate in any wrap fee programs. E. Assets Under Management – March 2024 Regulatory Assets Under Management Discretionary $ 313,283,316.00