BPWM is a registered investment advisor registered with the SEC (CRD# 152588; SEC# 801- 70979) and organized as a Mississippi limited liability company offering advisory services through BankPlus Wealth Advisors, or BWA, and BankPlus Digital Advisor, or BDA. We are a team consisting of financial advisors with investment experience in areas such as equity and fixed income analysis, investment management, portfolio analysis, municipal financing, corporate finance, trusts and banking. BWA, known as MIMCO at the time, opened in January 2010, and joined BankPlus Wealth Management Group, a division of BankPlus, in June 2014. BDA began operations in May 2020. BankPlus, a Mississippi state banking corporation, is the sole member of BPWM. BWA Asset and Investment Management Services Our investment management process begins with understanding the financial goals and personal tolerance for risk of our clients. Only after these needs are defined do we develop a personalized investment portfolio. Personalized investment portfolios vary in structure based on client needs, size, and economic and market trends at the time, but generally include equities, mutual funds, exchange traded funds, fixed income, cash and cash equivalents derived from in-house fundamental research. Clients may impose reasonable restrictions on investments in certain securities or types of securities. Any such restrictions will be in writing and be part of the written client agreement with us. BWA clients may also invest in risk-based, diversified model portfolios composed of some mix of mutual funds, exchange traded funds, bonds and money market instruments. Model portfolios are managed by the investment team within BankPlus Wealth Management Group. Clients do not have the ability to impose restrictions on the investment of securities or types of securities within these portfolios. As of February 27, 2024 BWA professionals managed $143,698,683 in discretionary client assets for individuals, families and corporations. We believe it is important for us to know the clients we work for well, as we typically seek and have long-standing relationships. Our typical client relationship spans generations. We strive to understand a client’s history, values and any sensitive family issues that could affect how their wealth is managed and distributed. BDA Model Portfolio Services The BDA Model Portfolio Services program is designed for individuals and institutions interested in investing in a risk-based, diversified model portfolio composed primarily of exchange traded funds, but could also include money market instruments, mutual funds, and bonds. Model portfolios are managed by the investment team within BankPlus Wealth Management Group. Clients do not have the ability to impose restrictions on the investment of securities or types of securities within these

portfolios. Prior to opening an account, a prospective client will complete an online questionnaire which, once completed, will suggest the most appropriate model based on answers provided by the prospective client pertaining to his, her or its investment objectives, time horizon and risk tolerance. If the prospective client decides to open an account with BDA, he, she or it will be asked to complete an online application and will receive new account forms online, including an investment services agreement. The online questionnaire and account application are accessible through www.BankPlus.net, with AdvisorEngine serving as the third party software application. BDA Clients will have access to an Investment Advisor Representative via telephone, email or in person for assistance in completing the questionnaire and/or opening an account. Once an account is opened, the BDA client will have the option of selecting the suggested model portfolio, selecting another portfolio, or contacting an Investment Advisor Representative for advice in selecting a portfolio. Our advice, however, will be limited to the specific model portfolios offered through BDA. BDA has discretion to buy and sell securities, change the asset allocation within model portfolios, and liquidate previously purchased securities that are transferred into accounts. As of February 27, 2024 BDA managed $6,807,021 in discretionary client assets for individuals. Additional information regarding relevant considerations for clients considering an automated digital investment advisory program is contained in the Investor Bulletin from the SEC available at: https://www.sec.gov/oiea/investor-alerts-bulletins/ib_robo- advisers.html. Please Note: It is always the client's responsibility to promptly notify BWA or BDA if there is any change in the client’s financial situation or investment objective. This notification of change allows us the opportunity to review, evaluate, or revise our previous recommendations or services. Important Information About Procedures for Opening A New Account: To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.