IAS Wealth Management, Inc. (IAS) is a SEC registered investment adviser with its principal place of business located in The Woodlands, Texas. IAS Wealth Management, Inc. was started in 1994. John Lester Haynes is the founder and sole shareholder of IAS. Officers of the company are: John L. Haynes, Chairman; Henry A. Stevens, President; CJ Haynes, Chief Compliance Officer and Vice- President; Curt E. Beck, Secretary, Treasurer and Vice President, and Jason Henry, Vice President. Our Firm, as a Fiduciary, provides financial planning and investment advisory services on a consolidated fee-only basis to its clients. As part of our team approach, services are provided utilizing the expertise of team members, assuring our clients will have the opportunity of a long-term relationship with the advisors and the Firm. Through personal discussions with you, we listen carefully to gain a thorough understanding of your unique goals and objectives based on your particular circumstances. As appropriate, we also review and discuss a client's prior investment history, as well as family composition and background. We work with you, utilizing various tools and conversations to determine the best approach for you. As part of the advisory process we work with each client to answer the following three questions: Where are you now? Where do you want to be? And, How do you get there? We manage investment advisory accounts on a discretionary basis. Account management is guided by the client's stated objectives (i.e., capital preservation, current income, income and growth, or long term growth) as well as tax considerations. We will maintain a disciplined approach to rebalancing your portfolio to match your allocation within your risk tolerance levels. Your portfolio is designed and maintained with the goal of managing your risk to match your stage in life as well as maximize tax efficiency. Clients may impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors by providing written instructions. The team will work closely with clients to review any necessary changes to the portfolio based on the following:  Change in financial situation  Change in goals  Change in risk tolerance  Diversification IAS also provides customized services to clients, as needed, to help the client with their overall financial picture, which may include:  Ongoing discretionary investment management  Periodic rebalancing  Tax optimization and tax loss harvesting as applicable  Collaboration with CPA and estate planning professionals  Portfolio personalization, as applicable  Financial planning as appropriate  Assignment of a personal financial advisor or team  Quarterly Reporting of holdings and performance  Educational Consulting Services VALUE PROPOSITION Organization – we will assist in bringing order to your financial life assimilating all of your financial assets and liabilities into one central portal. Partnership – we will partner with

you, collaboratively to understand your financial needs and goals, and ultimately assist you in the best financial life for you and your family. Accountability – we will follow through on our financial commitments to you. Objectivity – we will be objective in our decision making process in order to help you avoid emotionally driven decisions which can harm your financial life. Proactivity – we will be proactive in anticipating life transition issues in your life and assisting you to be financially prepared for them. Education – we will constantly work to secure or maintain the knowledge necessary to assist you with the financial decisions that impact success for your particular situation. THIRD-PARTY INVESTMENT ADVISORS SERVICES IAS may use the services of third-party investment advisors as sub-advisors. If we choose this option, we will select a third-party investment advisor whose style and talent best fit your individual needs and objectives. Your agreement with us gives us the authority to hire or fire these managers on your behalf. Once a third-party investment advisor is selected, we will continue to monitor their performance. If you are interested in learning more about any of these third-party investment advisors and their services, a complete description of their programs, services, fees, payment structure and termination features are found in their service disclosure brochures. Our advisory responsibility is to select and monitor any third- party investment advisor that provides services to us. Factors that we consider in their selection may include their size, how long they have been in business, the experience level and turnover of their portfolio managers, and a review of their historical performance and risk measurements. In deciding to use a third-party investment adviser to manage your assets, we consider your risk tolerance, goals, objectives, time horizons, and general financial situation. We also consider your level of investment experience and the assets you have available for investment. If you were to go to these third- party investment advisors on your own, the fees they charge you may be more or less than going through us. However, when using their services directly, you will not receive our expertise in developing an investment strategy, selecting the third-party investment advisors to use, monitoring the performance of your account, and changing third-party investment advisors if needed. EDUCATIONAL CONSULTING SERVICES We also provide educational consulting whereby we advise students on college preparedness and education consulting. This may be with our clients as prospects. These services will focus on assisting client’s children/grandchildren to prepare academically for college – SAT prep, college applications/essays, college selection, etc. These services are not financial advisory services in nature. AMOUNT OF MANAGED ASSETS As of 12/20/2023, we have discretionary assets under management of $450,663,437.