Moss, Luse & Womble, LLC is a registered investment advisor firm registered (initially with a predecessor firm, Moss, Luse & Womble, LLP) with the U.S. Securities and Exchange Commission since April 10, 2019. Prior to that date, the firm was registered with the states of Texas, Louisiana, and Colorado securities regulators from March 5, 2010, November 12, 2010, and January 13, 2017, respectively. The Principal Owners of Moss, Luse & Womble, LLC are: Moss MLW, LLC (principal owner is Jeffrey M. Moss) Luse MLW, LLC (principal owner is Jason S. Luse) Womble MLW, LLC (principal owner is Michael A. Womble) Portfolio Management Services Moss, Luse & Womble, LLC’s (“Moss, Luse & Womble” or “Advisor”) principal service is providing fee- based portfolio management services and financial planning services. The Advisor practices custom management of portfolios, on a discretionary basis, according to the client’s objectives. The Advisor’s primary approach is to use a tactical allocation strategy aimed at reducing risk and increasing performance. While Moss, Luse & Womble can advise on any investment asset, our recommendations are primarily related to investments in exchange traded funds and mutual funds. The Advisor measures and selects mutual funds by using various criteria, such as the fund manager’s tenure, and/or overall career performance. The Advisor may recommend, on occasion, redistributing investment allocations to diversify the portfolio in an effort to reduce risk and increase performance. The Advisor may recommend specific stocks to increase sector weighting and/or dividend potential. The Advisor may recommend employing cash positions as a possible hedge against market movement which may adversely affect the portfolio. The Advisor may recommend selling positions for reasons that include, but are not limited to, harvesting capital gains or losses, business or sector risk exposure to a specific security or class of securities, overvaluation or overweighting of the position(s) in the portfolio, change in risk tolerance of client, or any risk deemed unacceptable for the client’s risk tolerance. Moss, Luse & Womble will provide investment advisory services and portfolio management services and will not provide securities custodial or other administrative services. Pension Consulting Services Moss, Luse & Womble may offer pension consulting services and participant fiduciary advice to plan participants for assets held at Qualified Plans, pursuant to the Pension Protection Act of 2006. The Advisor’s pension consulting services and participant fiduciary advice will be based on information obtained from the plan participant about goals and investment objectives, time horizon, risk tolerance and

the plan participant's financial situation. Moss, Luse & Womble will utilize Investment Policy Statements when providing standardized asset allocation recommendations for the investment assets of plan participants within Qualified Plans. The plan participant is responsible for implementation of recommendations and Moss, Luse & Womble will not act on the plan participants behalf to implement these recommendations. Moss, Luse & Womble may offer other pension consulting services that include but are not limited to plan design and installation, plan administration, educational seminars, plan surveys, evaluations of vendor's services or special projects on behalf of the plan sponsor. Moss, Luse & Womble, LLC 5 | P a g e Financial Planning Moss, Luse & Womble will provide financial planning services to its clients. The Advisor will provide a full day initial consultation with the client to discuss client’s financial goals and objectives and develop a financial plan. The Advisor will discuss recommendations, which may include topics such as retirement needs, investments, taxes, insurance, estate planning, business planning and other relevant topics with client. Under the initial financial planning agreement, the Advisor will also provide the client with ongoing monitoring of the financial plan for up to 90 days. Clients may then engage the Advisor to perform ongoing monitoring under a separate agreement. During the monitoring of client’s financial plan, the Advisor will continually develop and adjust client’s financial plan, monitor the progress of the plan in relation to meeting the client’s financial goals and objectives, continue to offer recommendations and advice pertinent to the client’s financial plan and individual situation with respect to their relevant topics. The monitoring of client’s financial plan will include scheduled and unscheduled phone calls and meetings to discuss relevant topics. All of the Investment Advisor Representatives of Moss, Luse & Womble provide general non-securities advice on topics such as: tax planning, estate planning, business planning, payroll services, budgeting and cash flow. Moss, Luse & Womble will tailor its advisory services to its client’s individual needs based on meetings and completion of a client profile. If clients wish to impose certain restrictions on investing in certain securities or types of securities, the Advisor will address those restrictions with the client to have a clear understanding of the client’s requirements. Moss, Luse & Womble does not provide portfolio management services to wrap fee programs. Moss, Luse & Womble manages client assets and as of December 31, 2023, manages $435,602,000 in discretionary client assets under management.