Our Advisory Business Bona Fide Wealth is a registered investment adviser with the Securities and Exchange Commission (“SEC”). The Adviser was founded in 2024 by MaryBeth Meyer who is the Firm’s principal owner. Services Bona Fide Wealth offers asset management and financial planning and/or consulting services, with an emphasis on building portfolios designed to meet the needs of our clients. Our focus is on helping you develop and execute plans that are designed to build and preserve your wealth. We are available during normal business hours either by telephone, fax, email, or in person by appointment to answer your questions. Active Asset Management Tailored Asset Management Services As part of the active asset management process, we will meet with you to discuss your financial circumstances, investment goals and objectives, and to determine your risk tolerance. We will ask you to provide statements summarizing current investments, income and other earnings, recent tax returns, retirement plan information, other assets and liabilities, wills and trusts, insurance policies, and other pertinent information. Based on the information you share with us, we will analyze your situation and tailor a portfolio with appropriate asset allocations and investment strategy[ies]. Our recommendations and ongoing management are based upon your investment goals, objectives, and risk tolerance. We will monitor the account, trade as necessary, and communicate regularly with you. We will work with you on an ongoing basis to evaluate your asset allocation as well as rebalance your portfolio to keep it in line with your goals as necessary. We will be reasonably available to help you with questions about your account. Please note that pursuant to the Wealth Management Agreement, you are obligated to notify us promptly when your financial situation, goals, objectives, or needs change. You shall have the ability to impose reasonable restrictions on the management of your account, including the ability to instruct us not to purchase certain mutual funds, stocks or other securities. These restrictions can be a specific company security, industry sector, asset class, or any other restriction you request. Under certain conditions, securities from outside accounts may be transferred into your advisory account; however, unless instructed otherwise, we will recommend that you sell any security if we believe that it is not suitable for the current recommended investment strategy. When applicable, trading will be required to meet initial allocation targets, after substantial cash deposits that require investment allocation, and/or after a request for a withdrawal that requires liquidation of a position. When applicable, your account will need to be rebalanced or reallocated to reestablish the targeted percentages of your initial asset allocation. This rebalancing or reallocation will occur as required or pursuant to the schedule we have determined together. Bona Fide Wealth ADV Part 2A May 2024 Page 5 of 21 You will be responsible for all tax consequences resulting from the sale of any security, rebalancing, or reallocation of the account. You are responsible for any taxable events in these instances. We are not tax professionals and do not give tax advice. However, we will work with your tax professionals to assist you with tax planning. You will be notified of any purchases or sales through trade confirmations and statements that are provided by the custodian. These statements list the total value of the account, itemize all transaction activity, and list the types, amounts, and total value of securities held. At all times, you will maintain full and complete ownership rights to all assets held in your account, including the right to withdraw securities or cash, proxy voting and receiving transaction confirmations. We will not provide you with quarterly performance statements. Those will be provided by the custodian holding your assets. Certain Accounts, primarily 401(k) and other retirement accounts, subject to Adviser’s services may be held at a custodian that is not directly accessible by the Adviser (“Held Away Accounts”). Adviser manages these Held Away Accounts using the Pontera Order Management System (“Pontera”) that allows Adviser to view and manage these assets. Client agrees to the Pontera End User Terms and Conditions and Privacy Policy that has been provided to Client separately. The Client agrees to keep Adviser apprised

of any changes to its usernames and passwords for Held Away Accounts so they can notify Pontera. Client also agrees to promptly address any requests to update its login credentials when requested by the Pontera system. In the event of any delay by the Client to update its login credentials, Client acknowledges that the Adviser will not have access to view or manage the Client’s Held Away Account, which may result in investment losses or inadvertently incorrect valuations being used in the billing process. Client acknowledges and agrees that Adviser is not responsible for any losses arising from the Client’s delays in updating its login credentials through the Pontera system and agrees that Adviser is under no obligation to credit any fees for valuations made in good faith during periods when Adviser did not have access to any Held Away Account in calculating its fees under this Agreement. Client will not be charged any additional fees for use of the Pontera System. Financial Planning and/or Consulting Financial Planning includes but is not limited to investment, retirement, taxes, insurance review, estate planning, employee benefit optimization, education planning and more. Financial planning is a comprehensive relationship which incorporates many different aspects of your financial status into an overall plan that meets your goals and objectives. The financial planning relationship consists of face-to- face meetings and ad hoc meetings with you and/or your other advisors (attorneys, accountants, etc.) as necessary. All clients who engage us for wealth management services will receive ongoing financial planning as part of the services. Dependent upon client’s unique circumstances, wealth management services may include but not be limited to areas such as retirement planning, tax planning, risk management, estate planning and education planning. For clients who desire only financial planning services, we provide comprehensive financial planning services for a fixed fee per quarter (or 3-month engagement), based upon the nature and complexity of the client’s circumstances. We also offer stand-alone financial plans for a flat fee. The Financial Planning Agreement will show the fee you will pay. Please see Item 5 – Fees and Compensation below for a more detailed discussion of fees. Bona Fide Wealth ADV Part 2A May 2024 Page 6 of 21 In performing financial planning services, we typically examine and analyze your overall financial situation, which can include issues such as taxes, insurance needs, overall debt, credit, business planning, retirement savings and reviewing your current investment program. Our services will focus on all or only one of these areas depending upon the scope of our engagement with you. It is essential that you provide the information and documentation we request regarding your income, investments, taxes, insurance, estate plan, etc. We will discuss your investment objectives, needs and goals, but you are obligated to inform us of any changes. We do not verify any information obtained from you, your attorney, accountant, or other professionals. If you engage us to perform these services, you will receive a written agreement detailing the services, fees, terms, and conditions of the relationship. You will also receive this, Brochure. You are under no obligation to implement recommendations through us. We do not require the client to implement the financial plan through us or any of our investment adviser representatives and it is at your discretion to implement your financial plan through any financial organization of your choice. We obtain information from a wide variety of publicly available sources. We do not have any inside private information about any investments that are recommended. All recommendations developed by us are based upon our professional judgment. We cannot guarantee the results of any of our recommendations. Choosing which advice to follow is your decision. If you decide to implement our recommendations, we will help you open a custodial account(s). The funds in your account will generally be held in a separate account, in your name, at an independent custodian, and not with us. We recommend using Charles Schwab; however, you may use any custodian you wish. Wrap Fee The Adviser does not sponsor or participate in a third-party sponsored wrap fee program. Assets Under Management As of the date of this ADV Part 2 Brochure, we do not have any assets under management, as we are a new adviser in 2024.