Firm Description TRUE MEASURE WEALTH MANAGEMENT, (formerly Meridian Management) was founded in 1998. TRUE MEASURE WEALTH MANAGEMENT provides personalized confidential financial planning and investment management to individuals, trusts, estates, 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. TRUE MEASURE WEALTH MANAGEMENT is a fee-only financial planning and investment management firm. The firm is not affiliated with entities that sell financial products, securities or insurance products. Investment advice is an integral part of financial planning. In addition, TRUE MEASURE WEALTH MANAGEMENT advises clients regarding cash flow, college planning, retirement planning, tax planning and estate planning. Investment advice is provided, with the client making the final decision on investment selection. TRUE MEASURE WEALTH MANAGEMENT does not act as a custodian of client assets. The client always maintains asset control. Unless such authority is withheld by client, TRUE MEASURE WEALTH MANAGEMENT will supervise and direct the investments of the account subject to such limitations as client may impose by notice in writing. TRUE MEASURE WEALTH MANAGEMENT, as agent and attorney-in-fact with respect to the Account, may direct custodian to buy, sell, exchange, convert, and otherwise trade in any stocks, bonds, index futures and index options, and other securities (including money market, limited partnerships, mutual funds and listed stock options). TRUE MEASURE WEALTH MANAGEMENT will supervise and direct the investments of the account held at custodian on a discretionary basis, unless client specifically requests otherwise. An overview of each client's initial situation is provided to the client, often in the form of a net worth statement. Periodic reviews are also communicated to provide reminders of the specific courses of action that need to be taken. Additional reviews may occur but are not necessarily communicated to the client unless immediate changes are recommended. Other professionals (e.g., lawyers, accountants, insurance agents, etc.) are engaged directly by the client on an as-needed basis. Conflicts of interest will be disclosed to the client in the unlikely event they should occur. The initial meeting, which may be by telephone, is free of charge and is considered an exploratory interview to determine the extent to which financial planning and investment management may be beneficial to the client. Principal Owners Patrick Tucker is a 100% stockholder. Types of Advisory Services TRUE MEASURE WEALTH MANAGEMENT provides asset management services and furnishes investment advice through consultations. Client establishes an investment advisory account(s) and appoints TRUE MEASURE WEALTH MANAGEMENT as the advisor to supervise and develop an asset allocation strategy using an appointed custodian to implement said strategy in accordance with the client’s stated objectives, time horizon, risk tolerance and financial goals. At a minimum, client will receive a quarterly account statement from the custodian showing the account activity as well as the positions held in the account at quarter end. The client may also receive quarterly a written statement of investments of the account from the custodian showing portfolio values including performance results for the quarter. TRUE MEASURE WEALTH MANAGEMENT uses the custodial services of SEI, Charles Schwab & Co., and Betterment Institutional. SEI is a global provider of asset management, investment processing, and investment operations solutions for personal wealth management. SEI provides investment advisors with comprehensive wealth management services through outsourced investment management, back office, and administrative functions. Charles Schwab & Co. is a provider of brokerage and custody services to investment advisors and their clients. Betterment Institutional is a provider of brokerage and custody services to investment advisors and their clients. Given that each client’s situation is unique, a determination of which custodian to appoint is determined after an evaluation of all relevant facts and circumstances. On more than an occasional basis, TRUE MEASURE WEALTH MANAGEMENT furnishes advice to clients on matters not involving securities, such as financial planning matters, taxation issues, and trust services that often include estate planning. Assets Under Management As of December 2023, TRUE MEASURE WEALTH MANAGEMENT manages approximately $207,724,830.00 assets for approximately 348 clients. Approximately $207,724,830.00 is managed on a discretionary basis, and $0.00 is managed on a non-discretionary basis. Tailored Relationships The goals and objectives for each client are documented in our client relationship management system. 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. Advisory Agreement Financial Planning Services TRUE MEASURE WEALTH MANAGEMENT shall provide for client the services identified on the statement of work (see below), or in any statement of work subsequently entered into between the parties from time to time in accordance with the requirements set forth on such statement of work. Client shall pay TRUE MEASURE WEALTH MANAGEMENT fees for the services as set forth on the statement of work. TRUE MEASURE WEALTH MANAGEMENT has made and will make no guarantees or assurances as to the outcome of any engagement or to the extent of time and effort that will be involved in connection therewith, and specifically disclaims any warranties client may be entitled to as a consumer. It is understood and agreed that during the course of the engagement, client may elect not to implement specific recommendations outlined and/or recommended by TRUE MEASURE WEALTH MANAGEMENT. TRUE MEASURE WEALTH MANAGEMENT may appoint or otherwise designate suitable employees, agents and representatives to fulfill its obligations under this agreement and the employment, supervision and compensation of such individuals shall be at its sole and direct expense, responsibility and risk. Statement of Work Freedom of lifestyle requires clarity, focus and a unique perspective. At TRUE MEASURE WEALTH MANAGEMENT we partner with our clients to maintain lasting financial independence for more enjoyment today and confidence about tomorrow. Our approach allows clients to capture a wealth of opportunities through multi-faceted personal and business planning solutions. Discovery Maximize your personal and financial vision. During the first step of our process, we’ll meet to discuss your lifestyle and legacy goals and will collect current financial documents to assess areas of opportunities, challenges, and strengths. Direction Once we’ve identified objectives and completed a financial review, we’ll meet to provide direction for moving forward. During this discussion, we’ll present an assessment report of your current planning, as well as the unique opportunities and challenges you face. Depth Because successful long-term planning requires a deep understanding of personal and financial objectives, we’ll meet to conduct a financial personality review and lifetime vision discussion. We’ll incorporate your core values, habits and risk tolerance into a comprehensive strategy. Delivery In step four, we are actively engaged in the implementation of your personal and financial vision. During the initial implementation phase, we will meet to discuss project deliverables and time lines and will provide training for the online component of our services. Dynamic Because life is dynamic, we’ll coordinate periodic reviews to ensure that plans are growing with you as your needs and objectives evolve. By maintaining an active process, you’ll achieve lasting financial independence and an enduring lifetime legacy. Financial Planning Fees Client shall pay TRUE MEASURE WEALTH MANAGEMENT for its services, as set forth in the Advisory Agreement, an annual planning fee due upon receipt of invoice from Meridian. This fee entitles the client to participate in TRUE MEASURE WEALTH MANAGEMENT’s financial planning process. Fees charged may be negotiated. Such fees may differ based upon a number of factors, including, but not limited to, the number and range of supplemental advisory and client-related services to be provided by TRUE MEASURE WEALTH MANAGEMENT to the client. Investment Management Agreement Investment Management Services Client hereby establishes an investment advisory account(s) and appoints TRUE MEASURE WEALTH MANAGEMENT as the advisor to supervise and develop an asset allocation strategy using an appointed custodian to implement said strategy in accordance with the client’s stated objectives, time horizon, risk tolerance and financial goals. At a minimum, client will receive a quarterly account statement from the custodian showing the account activity as well as the positions held in the account at quarter end. The client may also receive quarterly a written statement of investments of the account from the custodian showing portfolio values

including performance results for the quarter. Investment Management Fees and Expenses Client shall pay TRUE MEASURE WEALTH MANAGEMENT for its services, as set forth in the Investment Management Agreement, an annual portfolio management fee (see “Annual Fee Schedule” below) to be paid quarterly in arrears (on a calendar quarter basis) as a percent of the portfolio’s market value. The portfolio’s market value will be based on the closing value as of the final business day of each calendar quarter. Certain customary costs or charges are assessed to the client by the custodian. These costs are payable by the client and are not included, or a part of, the management fee. Payment of fees will be made through a quarterly debit to client’s account. However, management fees may be billed directly to the client if so requested in writing by the client. Client authorizes custodian to deduct for TRUE MEASURE WEALTH MANAGEMENT any and all fees, when due, from the assets contained in the account. Additional assets received into the account during any fee period may be charged a pro-rated management fee based on the number of days remaining in the fee period as against the total number of days in the fee period. In the event the Investment Management Agreement is terminated by either party prior to the end of the fee period, a pro-rata billing of the management fee will be made. The management fee and/or fee schedule may be modified by TRUE MEASURE WEALTH MANAGEMENT upon notice to client. Fees charged may be negotiated. Such fees may differ based upon a number of factors, including, but not limited to, the type of account, the size of the account, and the number and range of supplemental advisory and client-related services to be provided by TRUE MEASURE WEALTH MANAGEMENT to the client. All accounts owned by the client and managed by TRUE MEASURE WEALTH MANAGEMENT will be aggregated to determine a discount, if any, to be applied to the management fee as outlined in the Fee Schedule below: TRUE MEASURE WEALTH MANAGEMENT. Annual Fee Schedule Account Asset Value Annual Management Fee All Assets Managed 1.00% Hourly Planning Engagements TRUE MEASURE WEALTH MANAGEMENT provides hourly planning services for clients who need advice on a limited scope of work. The hourly rate for limited scope engagements is $300. Asset Management Assets are invested primarily with third party money management firms, no- load or low-load mutual funds and exchange-traded funds, usually through custodians, discount brokers or fund companies. Custodians and 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. Stocks and bonds may be purchased or sold through a brokerage account when appropriate. The brokerage firm charges a fee for stock and bond trades. TRUE MEASURE WEALTH MANAGEMENT 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. Initial public offerings (IPOs) are not available through TRUE MEASURE WEALTH MANAGEMENT. Unified Managed Account Program We offer discretionary investment management services in a managed account program through an Overlay Manager (the “UMA Program”). This UMA Program may consist of using model portfolio advisers, model portfolios or other investment options such as mutual funds and/or exchange-traded funds (“ETFs”) to represent different investment strategies for managing your account. Each of these investment strategies is designed to meet a specific goal. Prior to investing in the UMA Program, you will execute a discretionary investment management agreement with us setting forth the terms and conditions of our management of your investments within the UMA Program. Depending on the management services the client selects, the client will grant us limited discretionary authority to manage the client account through selection of an overlay manager (“Overlay Manager”), third party strategist (“Strategist”) and/or third party managers (“Managers”; collectively, “Third- Party Service Providers”). In addition, the client will authorize the custodian to follow our instructions as well as instructions given by Overlay Manager to effect transactions, deliver securities, deduct fees and take other actions with respect to the client account. The client will not have a direct contractual relationship with the Overlay Manager or any other Third-Party Service Provider. The timing of trades in the client account will primarily depend upon the model or changes in the model and, generally, will not take into consideration how long a client may have held the position indicated by the model. We will retain the right to replace any Strategist or Manager on a discretionary basis. Depending on the service a client has selected, we will separately provide the client with the firm brochure (Part 2 of Form ADV) for the applicable Third-Party Service Provider(s) which includes information about their services, model portfolios, and investment strategies at or before the execution of our discretionary investment management agreement. Tax Overlay Manager Services Tax overlay management services are available as an option for accounts utilizing the UMA Program through the Overlay Manager. If you elect tax overlay management services, the portion of your fee paid as the management fee on your account will increase. The Overlay Manager will develop a tax strategy for your account based on the information and instructions provided by us on your behalf. Tax overlay management services in an investment account offer benefits and limitations, as described below. The tax strategy developed for you by the Overlay Manager is provided solely in connection with your account and the Overlay Manager does not provide general tax planning services. If you do elect the tax overlay management services option, please consider the following:
• The Tax Overlay Manager will implement tax overlay management services based on the information and instructions provided for your account(s).
• The Tax Overlay Manager does not provide general tax advice, tax return preparation or tax planning services. The Tax Overlay Manager will seek to reduce the overall tax burden of the account while seeking to maintain the risk and return characteristics of the model portfolios received from Strategists and/or Managers.
• When providing tax overlay management services to the account, short-term gains are avoided where possible, but long-term gains are not limited unless you have requested a mandate to limit realized long-term gains. The Overlay Manager will provide tax overlay management services with the assumption that the Overlay Manager will continue to provide services to the account for an entire tax year. The termination or removal of the overlay management services before the completion of an entire tax year may result in adverse tax consequences, including without limitation realization of short- term capital gains. Regardless of your account size or any other factors, we strongly recommend that you continuously consult with a tax professional prior to and throughout the investing of your assets. The Tax Overlay Management Services are offered at an additional cost to you. Termination of Agreement A Client may terminate any of the aforementioned agreements at any time by notifying TRUE MEASURE WEALTH MANAGEMENT in writing and paying the rate for the time spent on the investment advisory engagement prior to notification of termination. If the client made an advance payment, TRUE MEASURE WEALTH MANAGEMENT will refund any unearned portion of the advance payment. TRUE MEASURE WEALTH MANAGEMENT may terminate any of the aforementioned agreements at any time by notifying the client in writing. If the client made an advance payment, TRUE MEASURE WEALTH MANAGEMENT will refund any unearned portion of the advance payment. Written Acknowledgement of Fiduciary Status When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours. Under this special rule’s provisions, we must:
• Meet a professional standard of care when making investment recommendations (give prudent advice);
• Never put our financial interests ahead of yours when making recommendations (give loyal advice);
• Avoid misleading statements about conflicts of interest, fees, and investments;
• Follow policies and procedures designed to ensure that we give advice that is in your best interest;
• Charge no more than is reasonable for our services; and
• Give you basic information about conflicts of interest.