Wealth Management Nebraska LLC (the “firm”, “we”, “us” or “our”) is an investment advisor registered with the United States Securities and Exchange Commission (“SEC”) and is a Limited Liability Company formed in the State of Delaware.  Wealth Management Nebraska LLC formally known as Wealth Management LLC has been a registered as an investment advisor with the SEC since February 2006. Wealth Management Nebraska LLC is an indirect wholly owned subsidiary of Integrity Marketing Group, LLC. General Description of Primary Advisory Services The advisory services we provide are qualified retirement plan services (which we refer to as “Fiduciary Services”), backoffice services, investment advisory (asset management) services, and financial planning services. A detailed description of each of our advisory services is provided in Item 5 – Fees and Compensation so that clients and prospective clients can review the description of services and description of fees in a side-by-side manner. Overall, the services we provide utilize no load passively managed mutual funds and ETFs with an emphasis on fee transparency and cost minimization to our clients. Limits Advice to Certain Types of Investments Wealth Management provides investment advice on the following types of investments.  No-Load (i.e., no trading fee) and Load-Waived (i.e., trading fee waived) Mutual Fund Shares  Exchange-listed securities (i.e., stocks)  Securities traded over-the-counter (i.e., stocks)  Fixed income securities (i.e., bonds)  Closed-End Funds and Exchange Traded Funds (ETFs)  Foreign Issues  Warrants  Corporate debt securities (other than commercial paper)  Commercial paper  Certificates of deposit  Municipal securities  Variable life insurance  Variable annuities  United States government securities  Options contracts on securities and commodities  Futures contracts on tangibles and intangibles  Interests in partnerships investing in real estate, oil and gas interests Wealth Management renders advice on a regular basis regarding mutual funds,

exchange-listed securities and securities traded over-the-counter, variable annuities, corporate debt securities (other than commercial paper), certificates of deposit, municipal securities, investment company securities, and United States government securities. All other items listed above represent types of investments on which we do not regularly render advice. From time to time we may be required to evaluate investments of other types acquired by our clients prior to establishing a relationship with us. We do not generally recommend that clients invest in options and futures programs. The primary vehicles we use for investing are no-load mutual funds and ETFs (exchange traded funds). Portfolios generally include funds managed by Dimensional Fund Advisors (DFA), which are passive asset class funds. With respect to partnerships we do not recommend purchase of public programs due to their illiquidity and the fee structures. Occasionally we recommend public real estate investment trusts (REITS) for certain clients who desire to include real estate in their asset allocation strategy. We also evaluate insurance products such as annuities and various types of life insurance products. (Please refer to Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss for more information.) Tailor Advisory Services to Individual Needs of Clients Wealth Management’s services are provided based on the individual needs of each client. This means, for example, that you are given the ability to impose restrictions on the accounts we manage for you, including specific investment selections and sectors. We work with each client on a one-on-one basis through interviews and questionnaires to determine the client’s investment objectives and suitability information. Client Assets Managed by Wealth Management The amount of clients assets managed by Wealth Management totaled approximately $2,782,818,058 as of December 31, 2023. Approximately $2,768,703,641 of these assets are managed on a discretionary basis and approximately $14,114,417 are managed on a non-discretionary basis.