9AT: WESTERN PACIFIC WEALTH MANAGEMENT, LP

WESTERN PACIFIC WEALTH MANAGEMENT, LP

WESTERN PACIFIC WEALTH MANAGEMENT, LP

RANGER INTERNATIONAL MANAGEMENT, L.P.

WESTERN PACIFIC WEALTH MANAGEMENT

Adviser Profile

As of Date	03/06/2026
Registration	SEC, Approved, 09/16/2010
ADV Location	LAKE FOREST, IL, United States
Contact Info	(84 xxxxxxx
Websites

AUM^*	205,539,281 8%
of that, discretionary	205,539,281 91%
Number of Employees	3
of those in investment advisory functions	2
Private Fund GAV^*	0
Avg Account Size	6,228,463 25%
% High Net Worth	51.52% 22%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

933M 799M 666M 533M 400M 266M 133M

2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

GAV Count

Employees

Brochure Summary

Overview

Western Pacific Wealth Management LP (“Western Pacific”, the “Firm” or “Advisor”) was formed in 2010. The previous name of the Firm was Ranger International Management, L.P. Western Pacific registered with the United States Securities and Exchange Commission (the “SEC”) in accordance with the Investment Act of 1940. The Firm was founded by William Andersen. As of December 31, 2023, the Firm managed approximately $189 million of Client assets. Investment Advisory Services The sole activity of the Firm is to provide investment advisory services to its clients. The scope of these services include: Establishing an Investment Policy Statement that takes into account (a) the clients’ current financial position, (b) short- and long- term goals, (c) risk tolerance, (d) age, (e) income, (f) investment income requirements, and (g) future financial requirements. Establishing an asset allocation plan based on the above criteria. The primary categories for asset allocation are generally (i) equities, (ii) fixed income, and (iii) cash or cash equivalents. Selecting an array of investments designed to implement the strategy for the client. The Advisor primarily utilizes outside investment managers selected through its thorough research process. Outside managers are used in

varying formats including mutual funds, separately managed accounts, or ETFs. Individual securities may be purchased in specific situations, typically at a client’s request. The Advisor may also purchase short term treasury securities directly for clients to avoid needing to pay a management fee to an outside advisor. In the case of new clients, the Advisor will make every attempt to work with the clients’ existing portfolio to avoid causing unnecessary tax consequences for the clients, subject to implementing the correct strategy. There is no preset minimum account for investment with the Firm, but as a practical matter most clients have balances over $1 million. Investment Management Accounts The Firm manages equity portfolios in a global dividend strategy. This strategy has a track record dating back to 2004. It is currently offered in a separate account format. The Firm offers Artificial Intelligence Investments Segregated Accounts for those clients who wish to have general exposure to the Artificial Intelligence sector. The manager will not conduct extensive research on these companies prior to investment other than confirming that they have significant current or expected exposure to AI and are currently profitable. Western Pacific Wealth Management, LP Page 4

WESTERN PACIFIC WEALTH MANAGEMENT, LP

WESTERN PACIFIC WEALTH MANAGEMENT, LP

RANGER INTERNATIONAL MANAGEMENT, L.P.

WESTERN PACIFIC WEALTH MANAGEMENT

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Brochure Summary

Overview

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WESTERN PACIFIC WEALTH MANAGEMENT, LP WESTERN PACIFIC WEALTH MANAGEMENT, LP RANGER INTERNATIONAL MANAGEMENT, L.P. WESTERN PACIFIC WEALTH MANAGEMENT

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Brochure Summary

Overview

WESTERN PACIFIC WEALTH MANAGEMENT, LP

WESTERN PACIFIC WEALTH MANAGEMENT, LP

RANGER INTERNATIONAL MANAGEMENT, L.P.

WESTERN PACIFIC WEALTH MANAGEMENT