Iowa Wealth Management, LLC (“Iowa Wealth”) registered as an investment adviser in 2017 and provides wealth management services. Iowa Wealth’s managing member, Jonathan Glaser, has been active in the industry since 1985. Iowa Wealth offers financial planning and personalized investment management services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. Iowa Wealth is a fiduciary and is required to act in a client’s best interest at all times. Financial planning and investment management services are tailored to meet the needs of each client based upon the client’s financial goals, investible assets, tax situation, existing holdings, and preferences. Clients may impose restrictions on investing in certain types of securities as appropriate for their situation. Financial Planning Financial planning services include preparing a plan that includes: cash flow management, education planning, retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and business succession planning (for business owners). Investment Management The investment management services involve creating an investment portfolio that is tailored to meet the needs and investment/risk objectives of the client. Subject to any written guidelines, which the client may provide, Iowa Wealth is granted full discretion and authority to manage the account. Accordingly, Iowa Wealth is authorized to perform various functions, at the client's expense, without further approval from the client. Such functions include the determination of securities to be purchased/sold, as well as the amount of securities to be purchased/sold. Once the portfolio is constructed, Iowa Wealth provides continuous supervision and rebalances the portfolio as changes in market conditions and client circumstances may require. It is the client's responsibility to notify Iowa Wealth of any change in financial status or personal data as it occurs. Consulting Services Iowa Wealth offers consulting related services

that may include, but are not limited to, portfolio reviews, investment analysis, and/or asset allocation modeling. Fees associated with such services are based on Iowa Wealth's hourly rate of $225. Iowa Wealth may also perform the contracted services for an agreed upon fixed fee or retainer basis, which is based on an estimate of the number of hours required to complete the contracted services. Under no circumstances will Iowa Wealth require prepayment of a fee more than six months in advance and in excess of $1,200. Types of Investments Iowa Wealth typically provides investment advice on exchange-listed securities, 5 of 17 securities traded over-the-counter, foreign issues, certificates of deposit, securities option contracts, REITs (real estate investment trusts), oil and gas interests, and any type of investment held in a client’s portfolio at the inception of the advisory relationship. Iowa Wealth may also provide investment advice on mutual fund shares, insurance products (including variable annuities and life insurance) and ETFs (exchange- traded funds). This may not be an all-inclusive list. General Information All Asset Management Services may be provided on a discretionary or nondiscretionary basis by Iowa Wealth. Discretion means the trading activity within the Client’s account(s) may be entered by Iowa Wealth without receiving prior authorization for each trade. This discretion is authorized by the Client in writing (upon signing the specific Investment Management Agreement) and may be revoked at any time by submitting a written request to Iowa Wealth. Assets are managed on a discretionary basis unless the client prefers otherwise and Iowa Wealth agrees on a non-discretionary arrangement. The Client will receive confirmations and statements showing all trading activity in the account(s). Assets under Management On December 31, 2022, Iowa Wealth had $101,089,419 of assets under discretionary management and $4,745,025 of assets under non-discretionary management for a total assets under management of $105,834,444.