CMH Wealth Management, LLC (CMH, the Firm, we, us, our) is an investment advisor providing discretionary investment management services to individuals, high net worth individuals, trusts, estates, charitable organizations, foundations, limited partnerships, corporations, and business entities. CMH offers its services for a fee based upon assets under management. CMH was founded in 2009. It is organized as a limited liability company under the laws of the State of New Hampshire and is registered with the Securities and Exchange Commission (the “SEC”) as an investment advisor. Registration with the SEC does not imply a certain level of skill or training. CMH was founded by Brian P. Carolan, Karen R. McCloskey and Kristen L. Hanley. The Principals of the Firm are Brian P. Carolan and Karen R. McCloskey. Investment Management Services We allocate client investment management assets, on a discretionary basis, among mutual funds, exchange traded funds, individual debt (bond) and equity (stock) securities in accordance with your individual investment objectives. We may only implement investment management recommendations after you have arranged for and furnished us with all information necessary to determine the most appropriate and suitable investment strategy. This strategy is documented in the Strategic Investment Allocation and validated by the Investment Policy Statement which is provided to you at outset of our relationship and reviewed and updated periodically. Clients must notify CMH should there be changes to their circumstances, including but not limited to, financial means, risk tolerance or other. Wealth Management services are provided at the discretion of CMH and may not be appropriate for every client. Services may include, but are not limited to, providing advice and guidance in planning areas such as investment management, financial, retirement, estate, tax, insurance, and charitable planning. CMH does not serve as an attorney or accountant and no portion of our services should be construed as legal or accounting services. CMH does not prepare estate planning documents or tax returns. Tailored Relationships We tailor investment management services to your individual needs. We accept any reasonable limitation or restriction on the account placed by you. All limitations and restrictions placed on accounts must be presented to us in writing.

Wrap Fee Programs We do not sponsor or recommend Wrap Fee Programs. Fiduciary Statement We are fiduciaries under the Investment Advisers Act of 1940 and when we provide investment advice to you regarding your retirement plan account or individual retirement account, we are also fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act, (“ERISA”) and/or the Internal Revenue Code, (“IRC”), as applicable, which are laws governing retirement accounts. We have to act in your best interest and not put our interest ahead of yours. At the same time, the way we make money creates some conflicts with your interests. We must take into consideration each client’s objectives and act in the best interests of the client. We are prohibited from engaging in any activity that is in conflict with the interests of the client. We have the following responsibilities when working with a client:
• To render impartial advice;
• To make appropriate recommendations based on the client’s needs, financial circumstances, and investment objectives;
• To exercise a high degree of care and diligence to ensure that information is presented in an accurate manner;
• To have a reasonable basis, information, and understanding of the facts in order to provide appropriate recommendations and representations;
• Disclose any material conflict of interest in writing; and
• Treat clients fairly and equitably. Regulations prohibit us from:
• Employing any device, scheme, or artifice to defraud a client;
• Making any untrue statement of a material fact to a client or omitting to state a material fact when communicating with a client;
• Engaging in any act, practice, or course of business which operates or would operate as fraud or deceit upon a client; or
• Engaging in any manipulative act or practice with a client. We will act with competence, dignity, integrity, and in an ethical manner, when working with clients. We will use reasonable care and exercise independent professional judgement when conducting investment analysis, making investment recommendations, trading, promoting our services, and engaging in other professional activities. Client Assets As of January 13, 2023, we had $555,943,736 in assets under management. All assets are managed on a discretionary basis.