Firm Description SASSER INVESTMENT MANAGEMENT, INC., (“SIM” or the “Company”) was founded in 1996. SASSER INVESTMENT MANAGEMENT, INC. provides personalized, confidential investment advisory and management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. Advice is provided through consultation with the client and may include determination of financial objectives, identification of financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. The financial and other pertinent data obtained from the client determines appropriate investment guidelines, risk tolerance and other factors that will assist in ascertaining the suitability of client accounts. SASSER INVESTMENT MANAGEMENT, INC. is strictly a fee-only investment management firm. The firm does not sell annuities, insurance, stocks, bonds, mutual funds, limited partnerships, or other commissioned products. The firm is not affiliated with entities that sell financial products or securities. No commissions in any form are accepted. No finder’s fees are accepted. SASSER INVESTMENT MANAGEMENT, INC. directly or indirectly compensates for some client referrals. Sasser Investment Management, Inc. has and may in the future enter into agreements with individuals to solicit prospective clients or refer prospective clients to its investment management services. Under the agreement, the individual may identify client candidates, initiate contact with individuals or other representatives of investment funds, introduce interested parties to the financial services offered by Sasser Investment Management, Inc. and arrange initial meetings between prospective clients. In return for the services provided, Sasser Investment Management, Inc. may compensate individuals by paying a fixed fee or a percentage of advisory fees collected from referred clients. Clients are not charged any additional advisory fees attributable to the existence of any arrangement pursuant to which Sasser Investment Management, Inc. has agreed to compensate persons for soliciting or referring clients to the company. Any solicitor, at the time of any solicitation activities for which compensation is paid, or to be paid by SIM, will provide the client with a current copy of SIM’s written disclosure statement required by Rule 204-3 (“brochure rule”). Solicitor will also provide to the client prior to, or at the time of, entering any written or oral investment advisory contract with such client, a signed and dated acknowledgement of receipt of SIM’s written disclosure statement and Solicitor’s written disclosure document. SASSER INVESTMENT MANAGEMENT, INC. does not act as a custodian of client assets. The client always maintains asset control. As the investment manager, SASSER INVESTMENT MANAGEMENT, INC. places trades for clients under a limited power of attorney and may have the authority to disburse funds from client accounts following the client’s instructions. Funds may only be disbursed directly to the client. Periodic reviews are communicated to provide reminders of the specific courses of action that are taken. More frequent reviews occur but are not necessarily communicated to the client unless immediate changes are recommended. Meetings with clients and prospective clients, which may be by telephone or video conference, are free of charge and hourly or time-based fees are never charged for financial planning or advisory services. Meetings are considered as either an exploratory interview to determine the extent to which investment management may be beneficial to the client, or to determine that existing investment advisory guidelines are appropriate for clients and their investment objectives and whether changes are required to a client’s investment policies and guidelines. Principal Owners Bradley D. Sasser and Thomas J. Lonzo are the sole stockholders of Sasser Investment Management, Inc. Types of Advisory Services SASSER INVESTMENT MANAGEMENT, INC. provides investment supervisory services, also known as asset management services. The company provides asset management of client funds through diversification of portfolios utilizing domestic as well as foreign securities. Securities may include equity, fixed income and real estate investments depending on the client’s stated objectives. Investments are, or may be, determined based on the client’s investment objectives, risk tolerance, net worth, tax guidance, liquidity needs and other suitability factors. Accounts are managed on an individual

basis and restrictions and guidelines imposed by clients affect the composition and performance of portfolios. For these reasons, performance of portfolios with the same investment objective may differ and clients should not expect the performance of their portfolio to be identical to the performance of the average client portfolio. On an occasional basis, SASSER INVESTMENT MANAGEMENT, INC. furnishes general advice to clients on matters not involving securities, such as financial planning matters, taxation issues, and trust services that often include estate planning, however the Company does not offer financial planning services. As of December 31, 2023, SASSER INVESTMENT MANAGEMENT, INC. manages approximately $100 million in assets for approximately 95 clients. Approximately $90 million is managed on a discretionary basis, and $10 million is managed on a non-discretionary basis. Tailored Relationships The goals and objectives for each client are documented in our client relationship management system. Investment policy statements are created that reflect the stated investment strategy, goals and objectives. Clients may impose restrictions on investing in certain securities or types of securities. Agreements may not be assigned without client consent. Types of Agreements The following agreements define the typical client relationships. Investment Management Agreement Most clients choose to have SASSER INVESTMENT MANAGEMENT, INC. manage their assets in a manner designed to meet, and be consistent with, agreed upon investment goals and objectives, or to have their assets managed in a way that fits with an existing financial plan developed by a third party. The scope of work and fee for an Investment Management Agreement is provided to the client in writing prior to the start of the relationship. The annual Investment Management Agreement fee is based on a percentage of the investable assets according to the following schedule: _1.00%_ on equities, equity ETFs, cash and cash equivalents; _0.50%_ on fixed income securities; and _0.50%_ on mutual funds and other managed assets. There is no minimum annual fee. Fees are negotiable for managed equity and cash balances above $1,000,000. Current client relationships may exist where the fees are higher or lower than the fee schedule above. Although the Investment Management Agreement is an ongoing agreement and adjustments or amendments to the agreement may be required from time to time, the length of service to the client is at the client’s discretion. The client, or the investment manager may terminate an Agreement by written notice to the other party. At termination, fees will be billed on a pro rata basis for the portion of the quarter completed. The portfolio value on the day of termination is used as the basis for the fee computation, adjusted for the number of days during the billing quarter prior to termination. Asset Management Stocks, bonds and other fixed income securities are purchased or sold through a brokerage account when appropriate. The brokerage firm may charge a fee for stock and bond trades. SASSER INVESTMENT MANAGEMENT, INC. does not receive any compensation, in any form, from fund companies. Investments may also include: equities (stocks), warrants, corporate debt securities, commercial paper, certificates of deposit, municipal securities, investment company securities (variable life insurance, variable annuities, and mutual funds shares), U. S. government securities, options contracts, futures contracts, and interests in partnerships. Assets may be invested in no-load or low-load mutual funds and exchange- traded funds in order to achieve adequate diversification within a specific asset class or market sector. Fund companies charge each fund shareholder an investment management fee that is disclosed in the fund prospectus. Discount brokerages may charge a transaction fee for the purchase of some funds. Initial public offerings (IPOs) are not available through SASSER INVESTMENT MANAGEMENT, INC. Termination of Agreement A Client may terminate the Investment Management Agreement at any time by notifying SASSER INVESTMENT MANAGEMENT, INC. in writing. Though SIM bills clients in arrears, if the client made an advance payment, SASSER INVESTMENT MANAGEMENT, INC. will refund any unearned portion of the advance payment. SASSER INVESTMENT MANAGEMENT, INC. may terminate any of the aforementioned agreements at any time by notifying the client in writing. If the client made an advance payment, SASSER INVESTMENT MANAGEMENT, INC. will refund any unearned portion of the advance payment.