DST Wealth Management, LLC (Adviser) is a Limited Liability Company organized under the laws of the state of California. Adviser is registered with the SEC and was founded in 2019. Edward R. Woolery is the principal owner of Adviser. Adviser Managed Account We work with you to identify your investment goals and objectives, as well as risk tolerance, in order to create an initial portfolio allocation designed to complement your financial situation and personal circumstances. The investment strategies utilized, and portfolios constructed and managed depend on your investment objectives and goals as provided to the investment adviser representative (“IAR”) and the management style of the IAR. The IAR may purchase, sell, and/or exchange securities including, but not limited to, mutual funds, equities, options, fixed income instruments, closed-end mutual funds, exchange traded funds, and variable life and annuity subaccounts. Model portfolios and margin may be used as a part of this strategy. However, you have the opportunity to place reasonable restrictions on the type of investments to be held in the portfolio. The IAR may periodically rebalance your account to maintain the initially agreed upon strategic and tactical asset allocation. However, no changes are made to the agreed-upon asset allocation in non-discretionary accounts without your prior review and consent. Other Third-Party Investment Advisory Services In addition to the aforementioned advisory services, we have also entered into agreements with various other third-party investment advisers (“Third Party Advisory Service”) for the provision of certain investment advisory services. We will provide individualized advisory services to you through the selection of a suitable third-party investment manager. Factors considered in the selection of a Third-Party Advisory Service include but may not be limited to: each individual IAR’s preference for a particular third-party investment manager; your risk tolerance, goals and objectives, as well as investment experience; and, the amount of your assets available for investment. Whenever a client selects the services of a third-party manager, the client will receive a disclosure brochure similar to this one describing the manager and the services it provides. The client may also receive a disclosure brochure or a brochure supplement describing each individual portfolio manager selected. Clients should read these disclosure brochures carefully before deciding whether to select a particular portfolio manager. In order to assist you in the selection of a third-party investment manager, we will typically gather information from you about your financial situation and investment objectives. Adviser does not sponsor or participate in any wrap fee programs. Private (Alternative) Investments We give certain clients the option of investing in private investments. Specifically, some clients may be invested in Kelly Mine Investment, LLC (“Kelly Mine”), a private company in California which is involved in gold mining exploration and development, and may invest in B & N Mining Properties, LLC (“B & N Properties”), also a private company in California which is involved in gold mining exploration and development and the sister company of Kelly Mine. Robert Binkele, an IAR of our firm, is a majority owner, shareholder, director and officer of B & N Mining, Inc., which is the Manager and parent company of both Kelly Mine and B & N Properties. Both Kelly Mine and B & N Properties are a private investments recommended by Mr. Binkele to some of our clients depending on their goals and investment objectives. B & N Mining, Inc. is Manager and majority owner of both Kelly Mine and B & N Properties, and as such, has full control over the management of the investment. While Mr. Binkele will not receive any direct selling compensation for these investments nor any fees for managing either or these

assets for our clients who choose to invest in these investments, a conflict of interest could still arise with respect to Mr. Binkele’s fiduciary duty to his clients. Any investment by Mr. Binkele’s clients in Kelly Mine or B & N Properties would benefit Mr. Binkele personally because it would increase the prospective value of his ownership of B & N Mining, Inc. Additionally, Mr. Binkele may be conflicted when exercising his judgment as an owner of B & N vis a vis providing advice and acting in the best interests of his investment advisory clients. Mr. Binkele may make a decision that is more advantageous to the investors in Kelly Mine and/or B & N Properties or B & N Mining, Inc. and less advantageous to his investment advisory clients. Due to strict regulatory requirements, only certain clients may invest in private investments. Prior to recommending private investments, we are required to have a reasonable belief that the client is, at a minimum, an “accredited investor.” An “accredited investor” is a client who primarily has over $1 million in total net worth exclusive of their primary residence, or individual income of greater than $200,000 the previous two years with a reasonable expectation of the same in the current year, or the client and spouse had a combined income of $300,000 per year the previous 2 years and expect to do the same the current year. An accredited investor may meet additional criteria as stated by the SEC. Please read the Risk and Conflict of Interest Disclosure Statements to Prospective Investors in Preferred Membership Interests of Kelly Mine and B & N Properties, as applicable, which accompany the Private Placement Memorandums of Kelly Mine and B & N Properties prior to making an investment decision. Clients of the Adviser are in no way obligated to invest in Kelly Mine or B & N Properties. If, after reviewing both the Risk and Conflict of Interest Disclosure Statement to Prospective Investors in Preferred Membership Interests of Kelly Mine and/or B & N Properties, as applicable, and the Private Placement Memorandum of Kelly Mine and/or B & N Properties, as applicable, clients of the Adviser decide to invest in Kelly Mine and/or B & N Properties, those clients will not be charged any transaction fee nor the standard percentage of assets under management as stated below under Item 5 – Fees and Compensation. Investment funds will be held in an escrow account and our firm will not have physical custody of these assets. Mr. Binkele is also a shareholder and 1.9% owner of AscentX Medical, Inc. Mr. Binkele may recommend AscentX Medical, Inc., a non-traded offering, as an investment to accredited investors. Recommending an investment in which Mr. Binkele has a financial interest presents a conflict of interest because it creates an incentive to make that recommendation based on his financial interest in the investment and the amount of compensation he will receive rather than based upon your needs. Mr. Binkele will explain the specific conflicts and costs associated with any investment in AscentX Medical, Inc. You are under no obligation to purchase or sell any investments in which Mr. Binkele has a financial interest. Needs and Restrictions In managing your investment portfolio, we consider your: financial situation, risk tolerance, investment horizon, liquidity needs, tax considerations, investment objectives, and any other issues important to your state of affairs. You should notify us promptly of any changes in your financial situation or investment objectives or if you wish to impose any reasonable restrictions upon the management of your account. Assets under Management As of March 25, 2024, we managed approximately $402,135,546 in client assets on a non- discretionary basis. Approximately $3,060,000 in client assets were managed on a discretionary basis where our clients made the investment decisions based upon our recommendations.