6 Selection of Other Advisers EAS may direct clients to third-party investment advisers. Before selecting other advisers for clients, EAS will verify that all recommended advisers are properly licensed, notice filed, or exempt in the states where EAS is recommending the adviser to clients. Retirement Planning Seminars EAS also offers monthly seminars related to retirement planning. Services Limited to Specific Types of Investments EAS limits its investment advice and/or money management to mutual funds, equities, bonds, fixed income, debt securities including government securities, ETFs, real estate, REITs, insurance products including annuities, and private placements. EAS may use other securities as well to help diversify a portfolio when applicable. EAS offers the same suite of services to all of its clients. However, specific client financial plans and their implementation are dependent upon the client Investment Policy Statement which outlines each client’s current situation (income, tax levels, and risk tolerance levels) and is used to construct a client specific plan to aid in the selection of a portfolio that matches restrictions, needs, and targets. Clients may impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs. However, if the restrictions prevent EAS from properly servicing the client account, or if the restrictions would require EAS to deviate from its standard suite of services, EAS reserves the right to end the relationship. EAS does not participate in any wrap fee programs. EAS has the following assets under management: Discretionary Amounts: Non-discretionary Amounts: Date Calculated: $ 0.00 $ 99,892,397.00 December 2023 C. Client Tailored Services and Client Imposed Restrictions D. Wrap Fee Programs E. Amounts Under Management Investment Supervisory Services Fees Mutual Funds & Non-Individual Portfolios: Total

Assets Under Management Annual Fee Up to $100,000,000 Up to 3% & Determined at Engagement $100,000,001 and Over Up to 2% & Determined at Engagement Stock Portfolios: Total Assets Under Management Annual Fee Up to $100,000,000 Up to 3% & Determined at Engagement $100,000,001 and Over Up to 2% & Determined at Engagement Clients will not be charged in excess of 3% of assets under management annually, including any fees paid to a third-party money manager. EAS will not be compensated on the basis of a share of capital gains upon or capital appreciation of the funds or any portion of the funds of the client. These fees are negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract. Lower fees for comparable services may be available from other sources. EAS assesses clients a one-time implementation fee of $365 to open an account; this fee is negotiable. EAS uses the last day of previous billing period for purposes of determining the market value of the assets upon which the advisory fee is based. Fees are paid quarterly in advance but allows for alternate billing by client request, and clients may terminate their contracts with seven days’ written notice. Fees that are collected in advance will be refunded based on the prorated amount of work completed up to the day of termination within the month terminated. The fee refunded will be the balance of the fees collected in advance minus the daily rate* times the number of days in the month up to and including the day of termination. (*The daily rate is calculated by dividing the monthly AUM fee by the number of days in the termination month). Fees will be returned within fourteen days to the client via check or fee reversal requested though the custodian. Clients may terminate their contracts without penalty, for full refund, within 5 business days of signing the advisory contract. Advisory fees are withdrawn directly from the client’s accounts with client written authorization.