Form ADV Part 2A, Item 4 OUR FIRM Arnold Weitz and Company (Further referenced as AWC) is an Omaha based Wealth management firm that was incorporated in 1992. As of January 30, 2024 Arnold, Weitz and Company is responsible for managing approximately $370,610,122.20 in assets of which $139,737,861.90 is managed on a discretionary capacity. Every account is managed in accordance with the individual investment objectives of the client. Arnold Weitz and Company is not a custodian of any accounts. Throughout the remainder of the document the terms “custodian” or “financial institution” is used to describe any entity that holds your investments, insurance policies, deposits or other financial relationship other than advisory services. These include broker/dealer firm, insurance company, bank, trust company or any other company that provides these services. Our Principal Officers Arnold Weitz is the President of Arnold Weitz & Company. Arnie has over 40 years’ experience in the securities industry with companies which include Shearson Lehman, Rodman & Renshaw, and Hamilton Investments. He founded AWC in 1992. Tiffany Polifka CFP® is a Financial Planner and Chief Compliance Officer for AWC and has been with the firm since 2008. Further information about Mr. Weitz and all other officers and employees of Arnold Weitz & Company can be found in Part 2B of the Firm Brochure Supplement. OUR SERVICES INVESTMENTS Investments through Arnold Weitz and Co. include but are not limited to the following. Equities including exchange listed securities, over the counter securities, and foreign issuers. Warrants, options, corporate debt securities, commercial paper, municipal securities, government securities and mutual fund shares. PORTFOLIO MANAGEMENT SERVICES AWC will collect financial data from the client and assist the client in determining the suitability of the Program based on financial information disclosed by the client to AWC. AWC then provides investment advisory services specific to the needs of each client. The investment advice varies depending upon the client’s life situation, desires, objectives, and other preferences. Investments and allocations are determined and based upon the clients predefined objectives, risk tolerance, time horizon, financial horizon, financial information, and other various suitability factors that are determined. Accounts are managed on an individualized basis. Further restrictions and guidelines imposed by clients may affect the composition and performance of a client’s portfolio. For these reasons, performance of the portfolio may not be identical with the average client of AWC. On an ongoing basis, AWC reviews the client’s financial circumstances and investment objectives and makes any adjustments to the client’s portfolio as may be necessary to achieve the desired results. Portfolio Management Services are offered on a fully discretionary or non-discretionary basis with regard to the allocation and investment management of client assets among various asset categories, for example, equity securities, corporate debt securities, mutual funds, and exchange traded funds. This service also includes assistance in the selection, retention, and disposition of investment positions. AWC offers a unique product line where asset allocation models, ranging from conservative short term to aggressive long term, are developed and managed based on research and analysis conducted by Advisors of AWC. Once the client portfolio is constructed, Arnold Weitz and Co. provides continuous supervision of the portfolio as changes in the market conditions and client circumstances may require. FINANCIAL PLANNING SERVICES To the extent

requested by a client, AWC may determine to provide financial planning and/or consulting services (including investment and non-investment related matters, including estate planning, insurance planning, etc.) on a stand-alone separate fee basis or as part of the fee-based agreement. Prior to engaging AWC to provide planning or consulting services, clients are generally required to enter into a Financial Planning and Consulting Agreement with AWC setting forth the terms and conditions of the engagement (including termination), describing the scope of the services to be provided, and the portion of the fee that is due from the client prior to AWC commencing services. If requested by the client, AWC may recommend the services of other professionals for implementation purposes. The decision to implement any recommendation rests exclusively with you, and you have no obligation to implement any such recommendations through us or our affiliates Arnold Weitz and Company offers Financial Planning for Individuals and Families. This may include the following: General
• Defining your goals
• Establishing Financial Planning Objectives
• Organizing your financial resources
• Analyzing your situational risk factors to support better decision making
• Providing research and information that is relevant to your situation
• Assist in major financial decision making
• Offering access to a CERTIFIED FINANCIAL PLANNER™ Retirement
• Providing clear parameters for a safe retirement, and defining when retirement is possible
• Electing when Social Security and other retirement pensions should be collected
• Budgeting properly for Medical and other significant costs in retirement
• Identifying the income and expenses in retirement Investments
• Establishing clear market risk and return expectations
• Identify ideal asset allocations
• Research investment opportunities
• Constructing a custom portfolio given your unique situation
• Providing regular research and performance reports Estate and Legacy
• Reviewing your current estate plan
• Charitable giving planning
• Minimization of estate and gift taxation Risk Management and Insurance
• Examine current insurance and needs analysis
• Assistance in reviewing Health and Medicare needs
• Review of auto and homeowner’s policies Arnold Weitz and Company offers to our clients a number of Raymond James & Associates, Member NYSE/SIPC managed wrap programs, including Ambassador and Freedom accounts under a sub-advisory agreement with Raymond James & Associates, Member NYSE/SPIC. Our advisors work with our clients to choose an appropriate program and help the client to select the managers, strategies, or disciplines within the programs, as applicable. Once the program [described in more detail in this brochure] is selected by the client, Arnold Weitz and Company is appointed as a discretionary investment adviser under the appropriate advisory agreement. In this way, Arnold Weitz and Company acts as a sub-adviser in directly (or indirectly through other subadvisors) managing client’s assets through the selected program. Both Raymond James & Associates (and its affiliates and agents, and other subadvisors, as applicable) and Arnold Weitz and Company advisors receive a portion of the advisory fee paid by the client. As of January 30th, 2024, the assets under management for AWC advisory business are as follows: Non-Discretionary $230,872,260.31 Discretionary $139,737,861.90 Total Advisory assets $370,610,122.21