DDD Partners, LLC dba Tschetter Group (“we,” “us,” “our,” “Tschetter Group”) was established in December 2017 and is wholly owned by Richard Tschetter, David Tschetter and Dustin Brumbaugh. Our firm provides asset management and investment consulting services for many different types of clients to help meet their financial goals while remaining sensitive to risk tolerance and time horizons. As a fiduciary it is our duty to always act in the client’s best interest. This is accomplished in part by knowing the client. Our firm has established a service-oriented advisory practice with open lines of communication. Working with clients to understand their investment objectives while educating them about our process, facilitates the kind of working relationship we value. Types of Advisory Services Offered Comprehensive Portfolio Management: As part of our Comprehensive Portfolio Management service clients are provided asset management and financial planning or consulting services. This comprehensive service is designed to assist clients in meeting their financial goals with use of a financial plan or consultation. We conduct client meetings to understand each client’s current financial situation, existing resources, financial goals, and tolerance for risk. Based on what we learn, we present an investment approach to the client consisting of individual stocks, bonds, exchange traded funds (“ETFs”), mutual funds and/or other securities or investments. Once we have determined the appropriate portfolio, we continuously and regularly monitor it, and rebalance the account as needed based upon the client’s individual needs, stated goals and objectives. Upon client request, we provide a summary of observations and recommendations for the planning or consulting aspects of this service. Financial Planning & Consulting: Our firm provides a variety of standalone financial planning and consulting services to clients for the management of financial resources based upon an analysis of current situation, goals, and objectives. Financial planning services will typically involve preparing a financial plan or rendering a financial consultation for clients based on the client’s financial goals and objectives. This planning or consulting may encompass Investment Planning, Retirement Planning, Estate Planning, Charitable Planning, Education Planning, Corporate and Personal Tax Planning, Corporate Structure, Real Estate Analysis, Mortgage/Debt Analysis, Insurance Analysis, Lines of Credit Evaluation, or Business and Personal Financial Planning. Written financial plans or financial consultations rendered to clients usually include general recommendations for a course of activity or specific actions to be taken by the clients. Implementation of the recommendations will be at the discretion of the client. Our firm provides clients with a summary of their financial situation, and observations for financial planning engagements. Financial consultations are not typically accompanied by a written summary of observations and recommendations, as the process is less formal than the planning service. If all the

information and documents requested from the client are provided promptly, plans or consultations are typically completed within six months of the client signing a contract with our firm. Third-Party Money Managers (Sub-Advisors): We sometimes utilize the services of a third-party money manager, an unaffiliated investment adviser, to manage a portion of your assets. We typically engage an outside money manager in a sub-advisory relationship, which means the agreement is between Tschetter Group and the other money manager, rather than between you and the other manager. In situations where we select an outside manager to manage a portion of a client’s overall portfolio, that outside manager is chosen with the goal of meeting a particular investment goal for the client’s specific circumstances. The other manager will manage that portion of your portfolio allocated to them and will usually have discretionary authority over those specific assets. We retain the discretionary authority to engage new managers or move away from an existing manager. We deduct your advisory fee as described in Item 5 of this brochure and we pay a portion of that fee to the sub-advisor managing a portion of your overall assets. We will continue to monitor your portfolio to ensure the other adviser’s management and investment style remain aligned with your overall investment goals and objectives. We will make changes to a strategy or select another manager as appropriate for you. Tailoring of Advisory Services We offer individualized investment advice to our portfolio management clients. Clients have the opportunity to place reasonable restrictions on the types of investments to be held in their portfolio. Restrictions on investments in certain securities or types of securities may not be possible due to the level of difficulty this would entail in managing the account. Participation in Wrap Fee Programs We do not offer or participate in a wrap fee program. Important Information for Retirement Investors When we recommend that you rollover retirement assets or transfer existing retirement assets (such as a 401(k) or an IRA) to our management, we have a conflict of interest. This is because we will generally earn additional revenue when we manage more assets. In making the recommendation, however, we do so only after determining that the recommendation is in your best interest. Further, in making any recommendation to transfer or rollover retirement assets, we do so as a “fiduciary,” as that term is defined in ERISA or the Internal Revenue Code, or both. We also acknowledge we are a fiduciary under ERISA or the Internal Revenue Code with respect to our ongoing investment advisory recommendations and discretionary asset management services, as described in the advisory agreement we execute with you. To the extent we provide non-fiduciary services to you, those will be described in the advisory agreement. Regulatory Assets Under Management As of January 26, 2024, we managed assets of approximately $1.16 billion on a discretionary basis and $646.6 million on a non-discretionary basis.