Description of Firm White Wing Wealth Management, LLC is a registered investment adviser based in The Woodlands, Texas. We are orga- nized as a limited liability company under the laws of the State of Texas. We have been providing investment advisory services since 2015. Our sole owner is Clifton "Scott" McMillan. The following paragraphs describe our services and fees. Refer to the description of each investment advisory service listed below for information on how we tailor our advisory services to your individual needs. As used in this brochure, the words "we," "our," and "us" refer to White Wing Wealth Management, LLC and the words "you," "your," and "client" refer to you as either a client or prospective client of our firm. Portfolio Management Services We offer discretionary and non-discretionary portfolio management services where our investment advice is tailored to meet our clients' individual needs and investment objectives. These services include an initial consultation along with follow-up consultations, as may be agreed, to discuss your unique investment objectives, time horizon, risk tolerance, tax circum- stances, and various other financial factors. We will ask that you complete certain investor questionnaires, on-boarding forms, and other documents (such as, for example, a client profiling and risk questionnaire) to assist us in gathering infor- mation about your financial needs and circumstances. Based on our evaluation of the foregoing factors, we will use the information we gather to develop a strategy that enables our firm to give you continuous and focused investment advice and/or to make investments on your behalf. Once we con- struct an investment portfolio for you, we will monitor your portfolio's performance on an ongoing basis, and will rebalance the portfolio as required by changes in market conditions and/or in your financial circumstances. If you engage our firm for discretionary portfolio management services, we require you to grant our firm discretionary au- thority to manage your account. Discretionary authorization will allow us to determine the specific securities, and the amount of securities, to be purchased or sold for your account without your approval prior to each transaction. If you enter into non- discretionary arrangements with our firm, we must obtain your approval prior to executing any transactions on behalf of your account. Please see Item 16 (Investment Discretion) of this Disclosure Brochure for more information on the different types of management authority we offer under our portfolio management services. We manage our clients' investments within the larger context of the client's overall wealth management and financial plan- ning process. As part of our portfolio management services, we may, in our sole discretion, provide clients with complimen- tary or reduced-cost financial planning services that complement the management of the client's investment portfolio in order to better serve our clients and help them manage their overall financial affairs. For more information on the nature of these services, please see below. Financial Planning Services Financial planning services typically include a variety of advisory services regarding the management of the client's financial resources based upon an analysis of their individual needs. These services can range from broad-based financial planning where we deliver a written financial plan to consultative or single subject planning where provide financial planning recom- mendations. If you retain our firm for financial planning services, we will meet with you to gather information about your financial circumstances and

objectives. As required, we will conduct follow-up interviews for the purpose of reviewing and/or collecting additional financial data. Once such information has been reviewed and analyzed, we will provide you with our financial planning recommendations and/or a written financial plan designed to help you achieve your stated financial goals and objectives. If we are engaged to deliver a customized written financial plan, the client's plan will generally include recommendations for a course of activity or specific actions to be taken by the client. For example, recommendations may be made that the client make adjustments to their risk management strategy or revise existing coverage, establish an individual retirement account, increase or decrease funds in savings accounts or invest funds in securities/mutual funds. The primary objective of this process is to allow our firm to assist the client in developing a strategy for the successful management of income, assets and liabilities in meeting the client's long-term life and wealth goals. Financial plans are based on your financial situation at the time we present the plan to you, and on the financial information you provide to us. You must promptly notify our firm if your financial situation, goals, objectives, or needs change. You are under no obligation to act on our financial planning recommendations. However, should you choose to act on any of our recommendations, you are not obligated to implement the same through us. You may act on our recommendations by placing securities transactions with any brokerage firm of your choosing. Retirement Planning Consulting Services We provide retirement planning consulting services where the investment advice provided is custom tailored to meet your needs and investment objectives. Such services may include a risk tolerance assessment, asset allocation recommenda- tions, and/or monitoring your account, and we may assist you in identifying categories of mutual funds and other investments that are suitable based on your investment profile. We will not cause any transactions in conjunction with the advice and/or recommendations given as you will be responsible for implementing our investment recommendations to the extent you accept such recommendations. If we have access to your account statements, we will monitor your account on a periodic basis to ensure the account remains aligned with your stated financial objectives. We may also provide general consulting services to employee benefit plans and their fiduciaries based upon the needs of the plan and the services requested by the plan sponsor or named fiduciary. You are under no obligation to act on our recommendations. Should you choose to act on any of our recommendations, you are not obligated to implement our recommendations through any of our other investment advisory services. Retirement planning consulting services are based on the financial information you provide to us, and you must promptly notify our firm if your financial situation, goals, objectives, or needs change. Types of Investments We primarily offer advice on mutual funds and exchange traded funds ("ETFs"). Additionally, we may advise you on various types of investments based on your stated goals and objectives, or on any type of investment held in your portfolio at the inception of our advisory relationship. Please refer to the Methods of Analysis, Investment Strategies and Risk of Loss below for additional disclosures on this topic. Assets Under Management As of December 31, 2022, we manage approximately $ 102,763,000 in client assets on a discretionary basis.