5 diversification. We monitor the account for possible repositioning and can from time-to-time replace selected mutual funds and/or other assets with similar investment characteristics or alternate ones based on our analysis of the account, your circumstances and the financial markets. Custody of client accounts for both securities and funds will be maintained at Fidelity Investments, Inc., Schwab Institutional, a division of Charles Schwab & Co., Inc. or other qualified custodian. Neither the Firm nor its advisory agents are affiliates of Schwab or Fidelity Investments, or any other custodian used for our clients. We do not sponsor or act as a portfolio manager for any wrap fee programs. ASSETS UNDER MANAGEMENT: As of December 31, 2023, Woodmont had no non-discretionary assets under management, and $161,153,173 in discretionary assets under management. Assets Under Management- Portfolio Management Program Fee Schedule: Account Value Quarterly Fee Rate $ 100 - $ 99,999 0.3750% of assets (1.50% per year) $ 100,000 - $249,999 0.3125% of assets (1.25% per year) $ 250,000 - Up 0.2500% of assets (1.00% per year) We reserve the right to negotiate fee rates and terms for individual and institutional clients. Portfolio Management fees will be directly deducted from your account at the custodian unless otherwise negotiated quarterly in advance or in arrears from your accounts within thirty (30) days following the end of the quarter. Our fees are based on the percentages

listed in the Fee Schedule on ending account market values based on the calendar quarter custodial statement. The fee is calculated by multiplying the ending account market values of the account from the previous quarter by the annual fee multiplied by the actual number of days in the quarter divided by the number of days in the year. Portfolio Management fees will be billed in one of two ways. (1) Fees will be directly deducted from your account at the custodian quarterly in advance from your accounts within thirty (30) days following the end of the quarter. We will send the qualified custodian written notice of the amount of the fee to be deducted from your account. We and/or the custodian shall provide written notice/invoice documentation reasonably supporting the determination of the investment advisor fees. The Custodian will send to you a quarterly Account statement that shows the amount of our advisory fee, the value of your assets upon which the fee was based, and the specific manner in which the fee was calculated. We will verify that the Custodian sends Account statements on a quarterly basis. You should compare invoices for advisory fees to the corresponding custodian statement. Statements should be received from the custodian no less than quarterly. If statements are not received, contact us immediately. (2) Fees will be directly invoiced on a quarterly basis within (30) days following the end of the quarter. (For clients wishing to be billed must have approval and arrangements made in advance).