WWM is owned by two individuals, Mr. Grant Palmer and Mr. Peter Dixon. WWM is an investment adviser and has been providing advisory services under the WWM name since December 2010. As of December 31, 2023, WWM managed $193,636,840 on a discretionary basis and $0 on a nondiscretionary basis. In addition, we advised on $10,445,813 of self-directed retirement account assets. InvestmentManagementServices: WWM manages investment portfolios for individuals, high net worth individuals, trusts, qualified retirement plans and businesses. WWM will work with the client to determine the client's investment objectives and investor risk profile and generally will design a written investment policy statement. WWM uses investment and portfolio allocation software to evaluate alternative portfolio designs. WWM may evaluate the client's existing investments with respect to the client's investment objectives. WWM works with new clients to develop a plan of transition for moving from the client's existing portfolio to the desired portfolio. WWM will then continuously monitor the client's portfolio holdings and the overall asset allocation strategy and hold periodic review meetings with the client regarding the account as necessary. WWM will typically create a portfolio of no-load mutual funds and may use model portfolios if the models match the client's investment policy. WWM will allocate the client's assets among various investments taking into consideration the overall management style selected by the client. Client portfolios may also include some individual equity securities. WWM manages mutual fund and equity portfolios on a discretionary or nondiscretionary basis. WWM may also recommend fixed income portfolios to advisory clients, which consist of managed accounts of individual bonds. WWM will request discretionary authority from advisory clients to manage fixed income portfolios, including the discretion to retain a third-party fixed income manager. Pursuant to its discretionary authority, WWM will retain a fixed income securities manager. The fixed income securities manager will be provided with the discretionary authority to invest client assets in fixed income securities consistent with the client's Fixed Income Investment Policy Statement. The manager will also monitor the account for changes in credit ratings, security call provisions, and tax loss harvesting opportunities (to the extent that the manager is provided with cost basis information). The manager will obtain WWM's consent prior to the sale of any client securities. On an ongoing basis, WWM will answer clients' inquiries regarding their accounts and review periodically with clients the performance of their accounts. WWM will periodically, and at least annually, review client's investment policy, risk profile and discuss the re- balancing of each client's accounts to the extent appropriate. WWM will provide to investment manager any updated client financial information or account restrictions necessary for investment manager to provide sub-advisory services. In addition to managing the client’s investment portfolio, WWM will consult, when requested, with clients on various financial areas including income and estate tax planning, sale of business interests structures, college financial planning, retirement planning, insurance analysis, personal cash flow analysis, establishment and design of retirement plans and trust designs, among other things. WWM, through its affiliated accounting firm, may also, for a separate fee, prepare a client’s tax returns as part of its wealth management services. EmployeeBenefitPlanServices: WWM also provides advisory services to participant-directed employee retirement benefit plans. WWM

will analyze the plan's current investment platform, and assist the plan in creating an investment policy statement defining the types of investments to be offered and the restrictions that may be imposed. WWM will recommend investment options to achieve the plan's objectives, provide participant education meetings, and monitor the performance of the plan's investment vehicles. WWM will recommend changes in the plan's investment vehicles as may be appropriate from time to time. WWM generally will review the plan's investment vehicles and investment policy as necessary. For certain retirement plans, WWM also works in coordination and support with Buckingham Strategic Partners, LLC. Retirement plan clients will engage both WWM and Buckingham Strategic Partners, LLC. Buckingham Strategic Partners, LLC will provide to the client additional discretionary investment management services and will exercise discretionary authority to select the plan investments made available to the plans’ participants by selecting and maintain the plans’ investments according to the goals and investment objectives of the plan. WWM will continue to work with plans to monitor plan investments, provide fiduciary plan advice including regular considerations of the goals and objectives of the plan, and provide participant education services to the plan. FinancialPlanningServices: WWM also provides advice in the form of Financial Planning. Financial planning services are typically provided at no additional charge to clients who have assets under management with Advisor. When a client does not have assets under management, or engages Advisor for financial planning services only, this section explains what is related to that service. Those who purchase this service may receive various written financial reports, providing the client with detailed financial information designed to achieve their stated financial goals and objectives. In general, the financial plan will address any or all of the following areas of concern: - Personal: Family records, budgeting, personal liability, estate information and financial goals. - Education: College Funding and general assistance in preparing to meet dependent’s continuing educational needs. - Risk: Review of existing insurance policies to ensure proper coverage for life, long- term care, and other insurance coverages. - Tax & Cash Flow: Income tax and spending analysis and planning for past, current and future years. - Death & Disability: Cash needs at death, income needs of surviving dependents, and general estate planning observations. - Retirement: Analysis of current strategies and investment plans to help the client achieve his or her retirement goals. - Investments: Analysis of current and alternative investment holdings and costs, examining the potential long-term effects on a client’s portfolio, recommending appropriate investment options, allocations, or adjustments. WWM gathers required information through in-depth personal interviews. Information gathered includes a client’s current financial status, future goals and attitudes towards risk. Related documents supplied by the client are carefully reviewed and a written report may be prepared. Should a client choose to implement the recommendations in the plan, WWM suggest the client work closely with his/her attorney, accountant or insurance agent. Implementation of financial plan recommendations is entirely at the client’s discretion. Clients are encouraged to review their plan on a regular basis, especially if there are any changes in their financial situation, goals, need, or investment objectives. For financial planning only clients, the contract will terminate upon the delivery of the plan/consultation.