John F. Suby Wealth Management, LLC (“Wealth Management”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Wealth Management provides Discretionary Asset Management Services and Consulting Services to a wide variety of clients. Wealth Management became registered as an investment adviser in August 2009. Wealth Management is wholly owned by John F. Suby & Associates, S.C. which is owned by John F. Suby, Matthew J. Suby, Amy E. Butrymowicz, and Sarah E. Slipka. Wealth Management does not control any other firm nor is engaged in any other business. Wealth Management's advisory services are described in detail below. Asset Management Services Wealth Management provides individualized investment management services which involve ongoing supervision of client investment accounts. In establishing an Asset Management Account, Wealth Management's Investment Adviser Representative (“IAR”) gathers information from each new client to assess the investment objectives and risk tolerance of the client. Once the investment objectives and risk tolerance have been assessed, Wealth Management will provide the client with investment advice, which includes an analysis of current investments along with a) recommendations of other appropriate investments, or b) a recommendation to use the services of a sub-adviser or third-party manager. Clients should be aware that in most cases Wealth Management will delegate ongoing management services to a sub-adviser or third-party manager, and thus will not actively manage the account itself. Asset Management services are provided by Wealth Management on a discretionary basis as authorized by the client through the execution of the Investment Management Agreement. With discretionary services, Wealth Management and its IARs may buy, sell or exchange securities, and or hire and terminate sub-advisers or third-party investment managers, without obtaining specific consent from the client prior to doing so. Sub-advisers and third-party managers to whom authority has been delegated will also have discretionary authority to buy and sell securities without client consent. Wealth Management will typically only delegate to a) Greenrock Research, Inc. (“Greenrock”), a sub-adviser, or b) Provident Trust Company (“Provident”), a third party manager. For Wealth Management, its sub-advisers, and its third-party managers to make appropriate investment decisions, it is important that the client provide accurate and complete responses to the questions asked by the IARs, as well as inform the IARs of changes to the client's investment objectives, personal circumstances and other factors that may impact management decisions for the account. IARs of Wealth Management generally will, on at least an annual basis, contact each client to assess whether there have been objective changes or new restrictions on the management of the Asset Management portfolio. However, it remains the responsibility of each client to inform Wealth Management of any material change. Wealth Management does not guarantee the results of investment management advice it gives or the advice given and actions taken by sub-advisers or third-party portfolio managers. Thus, losses can occur by using Wealth Management's services. Investment options for Management accounts include common and preferred stocks, bonds, municipal securities, government securities, exchange listed limited partnerships, mutual funds, exchange traded funds, unit investment trusts, and other investment options. As part of the Asset Management program, Wealth Management will arrange for execution of trades, custody of assets, and performance reporting. Because Wealth Management is a registered investment adviser, we are required to meet certain fiduciary standards when providing investment advice to clients. Additionally, when we provide investment advice related to a retirement plan account or an individual retirement

account, we are considered fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. As such, we are required to act in your best interest and not put our interest ahead of yours, even though our compensation creates some conflicts with your interests in that the more you have us manage, the more we can earn. Our clients however are under no obligation to use services recommended by our associated persons. Furthermore, we believe that our recommendations are in the best interests of our clients and are consistent with our clients’ needs. Clients may choose to have an advisory affiliate, John F. Suby & Associates, S.C. an accounting firm, provide accounting services to the client as part of their Asset Management agreement with Wealth Management. This is determined at the time of contract execution and a description of the fees can be found in Item 5 below. As of December 31, 2023, Wealth Management managed approximately $2,006,194,813 in assets, $1,973,900,123 of which was managed on a discretionary basis, and $32,294,690 of which was managed on a non-discretionary basis. Investment Consulting Services Wealth Management also provides Investment Consulting Services on an hourly or flat fee basis to those clients seeking financial advice involving particular investment or financial situations. These services are designed to meet the client's specific financial objectives and needs. The counseling services generally result in a financial plan, but could also involve more general consulting. Services may relate to areas such as retirement planning, estate planning, college planning, cash flow analysis, or analysis with regard to investment of lump sum distributions from employer pension and profit sharing plans. In preparing a financial plan for a client, information is gathered relevant to the particular service through personal interviews conducted by the IAR and through documents and other information supplied by the client. Service may include an analysis of the client's information such as their current assets and investments, liabilities, short and long-term capital and liquidity needs, risk tolerance and short and long- term financial goals and objectives. Should a client choose to implement the recommendations contained in the financial plan, Wealth Management suggests that the client work closely with his or her attorney, accountant, insurance agent and/or securities broker. Although Wealth Management IARs generally make recommendations with respect to products or services offered by Wealth Management and its affiliates, the decision to implement any such recommendation rests exclusively with the client, and the client has no obligation to implement any such recommendation. Retirement Plan Services Wealth Management also provides discretionary management, non-discretionary management, and advisory/consulting services for retirement plans. Specific services are designed to meet the client's specific retirement plan objectives and needs. Depending on the engagement, the services may involve recommendations regarding the plan which the plan sponsor may choose to accept or decline, or may involve investment decision making by Wealth Management. Depending on the nature of the engagement, i.e. advisory or discretionary decision making, Wealth Management may be acting in a 3(21) or 3(38) ERISA fiduciary capacity. In providing retirement plan services, information is gathered relevant to the particular plan service through personal interviews conducted by the IAR and through documents and other information supplied by the client. Service may include an analysis of the plan's information such as their current assets and investments, liabilities, short and long-term capital and liquidity needs, risk tolerance and short and long- term financial goals and objectives.