Capstone Wealth Management Group, LLC is a SEC-registered investment adviser with its principal place of business located in OR. Capstone Wealth Management Group, LLC has been conducting business since 2003. Our firm is a limited liability company formed in the State of Oregon. Our firm has been a registered investment adviser since 2003 and is owned by James Michael Conrads. Capstone Wealth Management Group, LLC offers the following advisory services to our clients: INDIVIDUAL PORTFOLIO MANAGEMENT Our Individual Portfolio Management service provides asset management to clients. During our data- gathering process, we determine the client’s individual objectives, time horizons, risk tolerance, and liquidity needs. As appropriate, we also review and discuss a client's prior investment history, as well as family composition and background. We manage these advisory accounts on a discretionary or non-discretionary basis. Account supervision is guided by the client's stated objectives (i.e., maximum capital appreciation, growth, growth and income, income, or capital preservation, as well as tax considerations. Clients may impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors. We may propose an investment portfolio consisting of mutual funds, exchange traded funds, individual stocks or bonds, or other securities. We review all accounts on a regular basis and at least quarterly. We may periodically rebalance or adjust client accounts under management. The client must notify us with any significant changes to their financial or personal circumstance so that we consider such information in managing the client’s investment. Third Party Money Manager Some clients have assets in a Third-Party Money Manager program that is managed by AssetMark, Inc. Like our Individual Portfolio accounts, our wrap fee accounts are managed based on the client’s investment objectives, financial goals and risk tolerance. We do not manage the account’s investment holdings but review the holdings and asset allocation selected by the AssetMark manager of the portfolio to help ensure that it accurately reflects the client’s objectives, goals, and risk tolerance. FINANCIAL PLANNING We provide financial planning services. Financial planning is a comprehensive evaluation of a client’s current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans. Through the financial planning process, all questions, information, and analysis are considered as they impact and are impacted by the entire financial and life situation of the client. Clients purchasing this service

receive a written report which provides the client with a detailed financial plan designed to assist the client achieve his or her financial goals and objectives. In general, the financial plan can address any or all of the following areas: PERSONAL: We review family records, budgeting, personal liability, estate information and financial goals. TAX & CASH FLOW: We analyze the client’s income tax and spending and planning for past, current and future years; then illustrate the impact of various investments on the client's current income tax and future tax liability. INVESTMENTS: We analyze investment alternatives and their effect on the client's portfolio. INSURANCE: We review your current insurance coverages to ensure adequate coverage for risk management. RETIREMENT: We analyze current strategies and investment plans to help the client achieve his or her retirement goals. DEATH & DISABILITY: We review the client’s cash needs at death, income needs of surviving dependents, estate planning and disability income. ESTATE: We assist the client in assessing and identifying the potential need of living trusts, wills, review estate tax, powers of attorney, asset protection plans, nursing homes, Medicaid and elder law. Capstone Wealth Management Group LLC does not provide legal advice. We gather required information through in-depth personal interviews. Information gathered includes the client's current financial status, tax status, future goals, returns objectives and attitudes towards risk. We carefully review documents supplied by the client, including a questionnaire completed by the client, and prepare a written report. Should the client choose to implement the recommendations contained in the plan, we suggest the client work closely with his/her attorney, accountant, insurance agent, and/or stockbroker. Implementation of financial plan recommendations is entirely at the client's discretion. Typically, the financial plan is presented to the client in a timely fashion after the contract date, provided that all information needed to prepare the financial plan has been promptly provided. Financial Planning recommendations are not limited to any specific product or service offered by a broker- dealer or insurance company. All recommendations are of a generic nature. AMOUNT OF MANAGED ASSETS As of 3/01/2024, we were actively managing $167,618,624 of clients' assets on a discretionary basis plus $36,933,601 of clients' assets on a non-discretionary basis. Included in the non-discretionary total is $1,085,913 of clients' assets that is overseen by the Investment Representative of Capstone Wealth Management Group, LLC and managed by AssetMark, Inc., a third-party money manager.