WPWealth was formed in 2000 and is owned by its twenty limited partners and one general partner, all of whom own less than ten percent (10%) of the Firm. The names of each partner may be found in the Firm’s ADV Part 1, Schedule A. WPWealth provides investment advisory and consulting services to individuals, partnerships, trusts, estates, corporations, charitable organizations and retirement plans. Investment advice and portfolio management services are provided on a continuing basis which includes the appropriate allocation of managed assets among cash, stocks, mutual funds, ETFs and bonds. This selection of specific securities will provide proper diversification and help meet the client’s stated investment objectives. These services include discretionary and non-discretionary management services. The primary clients for these services will be individuals and qualified plans including pension, profit sharing, defined benefit plans, 401(k) plans, trusts and corporations. The various investment advisory and consulting services are designed to meet the specific needs and risk tolerance of each client and may include exchange-listed stocks, corporate and municipal bonds, United States government and or government agency securities, no-load mutual funds, closed-end mutual funds, load-waived mutual funds, exchange traded funds (ETFs) and variable insurance products and/or their sub- accounts. Service agreements may contain a written notification period for termination of services. Shane Miller, William Weston, W.P. Richardson, and Tyler Ayres are licensed insurance agents in the State of Texas and may, as appropriate, or at the request of an individual client, provide insurance related services on a commission basis. WPWealth manages client assets on both a discretionary and non-discretionary basis. As of December 31, 2023, the Firm had $927,370,062 total assets under management, with $558,834,084 managed on a discretionary basis and $368,535,978 managed on a non-discretionary basis. The Firm will consider each client’s stated investment objectives, individual needs, policies and restrictions. Discretionary Investment Management Services: WPWealth maintains a Limited Power of Attorney for all discretionary accounts for the purposes of directing and or otherwise effecting investments on behalf of the managed account, for the direct payment of the Adviser’s fees, custodial fees and or other charges incurred by the managed account. WPWealth provides comprehensive financial planning services. Financial planning is an evaluation of a client’s current and hypothetical future financial state by using currently known variables to forecast 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 financial and life situation of the client. Clients taking advantage of this service have access to a portal which provides the client with a summarized financial plan designed to assist the client in mapping his or her financial goals and objectives. In general, the financial plan may 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 existing policies to ensure proper coverage for life, health, disability and long-term care.  RETIREMENT: We analyze current strategies and investment plans to help the client map his or her retirement goals.  DEATH & DISABILITY: We review the client’s potential cash needs at death, income needs of surviving dependents, estate planning and disability income.  ESTATE: We assist the client in assessing and developing long-term strategies, including as appropriate, living trusts, wills, estate tax, powers of attorney, asset protection plans, nursing homes, Medicaid and elder law. 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, which includes a self-evaluation risk questionnaire completed by the client. Implementation of financial plan recommendations is entirely at the client's discretion. We also provide general non-securities advice on topics that may

include tax and budgetary planning, estate planning and business planning. Non-Discretionary Investment Management Services: These services include: (i) a variety of investment options, including equity, fixed income, REITs, commodities and money market options utilizing mutual funds; (ii) investment monitoring and reporting services; (iii) design and implementation of employee enrollment and education programs; (iv) assistance with compliance under the Employee Retirement Income Securities Act (ERISA); and (v) assistance to plan administration with ongoing plan operations. The scope of services may include:  Ongoing research and evaluation of Plan investment options  Qualitative and quantitative analysis of investment options  Asset allocation strategies; and or  Group employee educational meetings no less than annually. WPWealth offers Plan sponsors and participants a choice of investment options. Generally, WPWealth utilizes mutual funds. Sub-transfer agent fees (commonly called sub-TA fees), or “12b-1” fees may be generated in relation to the Plan for services such as marketing and selling fund shares, the provision of certain prospectuses and paperwork for the funds, and the services provided in relation to answering inquiries about the investments. Collectively, these sub-TA and 12b-1 fees are known as “revenue sharing.” To the extent such revenue sharing is received, the client can direct that revenue sharing be used to offset WPWealth’s fees, thereby reducing the amount of fees that we charge directly to the plan, or that revenue sharing be allocated as earnings to the individual participants’ accounts in direct proportion to any individual account’s investment in the fund that generated the revenue sharing. This revenue sharing does not increase WPWealth’s compensation in any way, but simply defrays the plan’s costs or increases participant earnings. Selection and Monitoring Services for qualified plans are comprised of three distinct services. Clients may choose to use any or all of these services. Selection of Investment Vehicles: WPWealth will review various investments, consisting mainly of mutual funds, to determine which are appropriate to implement in the Plan’s IPS, if one exists. The number of investments to be recommended will be determined by the Plan Sponsor. Monitoring of Investment Performance: Plan investments will be monitored continuously based on procedures and timing intervals. Although WPWealth will not be directly involved in the purchase or sale of these investments, WPWealth will oversee the plan’s portfolio and will make recommendations to the sponsor as market factors and needs dictate. Employee Communications: For pension, profit sharing, and 401(k) plan clients that include individual accounts with participants exercising control over assets in their own account (“self-directed plans”), WPWealth will provide investment education to, and for the benefit of, plan participants. Accordingly, WPWealth will coordinate participant investment education meetings on an annual basis. The nature of the topics to be covered will be determined by WPWealth and the client under the guidelines established in ERISA Section 404(c). The educational support and investment meetings will NOT provide plan participants with individualized, tailored investment advice or individualized, tailored asset allocation recommendations. In addition, WPWealth provides non-investment related consulting services related to retirement plan compliance and administration. The Firm will not have discretion over the plan. Consulting Services: Individual clients can also receive investment advice on a more focused basis. This may include advice on isolated area(s) of concern such as estate planning, retirement planning, or any other specific topic. We also provide specific consultation and administrative services regarding investment and financial concerns of the client. Consulting recommendations are not limited to any specific product or service offered by a mutual fund company or insurance company. All recommendations are of a generic nature. The relationship between the parties may be terminated by either party upon 30 days written notice. Notwithstanding the above, if the appropriate disclosure statement was not delivered to the client at least 48 hours prior to the client entering into any written or oral advisory contract with this investment adviser, then the client has the right to terminate the relationship without penalty, within five business days after entering into the contract. The client will be entitled to a pro-rata refund of any pre-paid quarterly fee based upon the number of days remaining in the quarter after termination.