Maltin Wealth Management (also referred to as “MWM”) is a registered investment advisor with a principal office based in Ridgewood, NJ and is organized as a corporation under the laws of the state of Delaware. MWM was founded in 2012, Peter Maltin is the sole principal. MWM believes in diligence in all services they provide. MWM offers clients hands-on financial planning, portfolio management, and consulting. MWM is a “fee-only” advisor, meaning that all of MWM’s compensation is solely from fees paid directly to clients. MWM does not receive commissions or referral fees for recommending or selling financial products or services. MWM acts as fiduciaries for our clients, and our culture is “client first”. As part of MWM’s financial planning and advisory services, MWM may be engaged to perform the following functions: Business Planning Asset Allocation Strategy Cash Flow Forecasting Insurance Needs Analysis Asset Allocation Retirement Plan Analysis Retirement Planning Wealth Transfer Education Funding Charitable Giving Estate Planning Risk Management Financial Reporting Distribution Planning While these services are typically provided as part of a comprehensive wealth management engagement, MWM may also provide them as part of a separate, stand-alone arrangement. Prior to engaging MWM to provide any of the foregoing advisory services, the client is required to enter into one or more written agreements with MWM setting forth the terms and conditions under which MWM renders its services (collectively the “Agreement”). Investment Management Services Clients can engage MWM to manage all or a portion of their assets on a discretionary or non-discretionary basis. MWM primarily allocates clients’ investment management assets among mutual funds, and exchange- traded funds (“ETFs”). Assets may also be allocated to individual debt and equity securities, and options based upon the individual client’s needs MWM may also advise on other types of investments held in clients' portfolios, as needed. Clients may engage MWM to advise on certain of their assets that are not maintained with their primary custodian (e.g., variable life/annuity products, individual employer-sponsored retirement plans, qualified tuition plans, etc.). These assets are generally maintained at the custodian designated by the product’s provider or the underwriting insurance company. In these situations, MWM directs or recommends the allocation of client assets among the various investment options that are available with the product. MWM tailors its advisory services to the individual needs of clients. MWM consults with clients initially and on an ongoing basis to determine risk tolerance, time horizon and other factors that may impact the clients’ investment needs. MWM ensures that clients’ investments are suitable for their investment needs, goals, objectives and risk tolerance. Clients are advised to promptly notify MWM if there are changes in their financial situation or investment objectives or if they wish to impose any reasonable restrictions upon MWM’s management services. Clients may impose reasonable restrictions or mandates on the management of their account (e.g., require that a portion of their assets be invested in socially responsible funds) if, in MWM’s sole discretion, the conditions will not materially impact the performance of a portfolio

strategy or prove overly burdensome to its management efforts. These investment management services are only provided under a wrap fee program (the “Program”) (i.e., where MWM includes securities brokerage charges and transaction fees as part of its overall management fee). Additional information about the Program is available in MWM’s separate wrap brochure, which appears as Part 2A Appendix 1 of MWM’s Form ADV (the “Wrap Fee Brochure”). Financial Planning and Consulting Services MWM may provide its clients with a broad range of comprehensive financial planning and consulting services. While these services are typically included on an “as needed” basis in conjunction with MWM’s investment management offering (described above), MWM may also provide such services as part of a separate, stand- alone arrangement. Financial planning and consulting services generally include specific recommendations to clients regarding business, retirement and estate planning, cash flow forecasting, asset allocating, education funding, and insurance needs analysis. In performing any of these services, MWM is not required to verify any information received from the client or from the client’s other professionals (e.g., attorneys, accountants, etc.) and is expressly authorized to rely on such information. MWM actively seeks to avoid conflicts of interest which may exist between MWM and our clients, but MWM may recommend the services of itself and/or other professionals to implement its recommendations. Clients are advised that a conflict of interest exists if MWM recommends its own services. Clients are under no obligation to act upon any of the recommendations made by MWM under a financial planning or consulting engagement or to engage the services of any such recommended professional, including MWM itself. The client retains absolute discretion over all such implementation decisions and is free to accept or reject any of MWM’s recommendations. If you engage any professional recommended by MWM, and a dispute arises thereafter relative to such engagement, you agree to seek recourse exclusively from and against the engaged professional. Clients are advised that it remains their responsibility to promptly notify MWM if there is ever any change in their financial situation or investment objectives for the purpose of reviewing, evaluating, or revising MWM’s previous recommendations and/or services. Professional Network Clients of MWM also have access to MWM's own network of professionals with expertise in a variety of areas, including legal, accounting and real estate professionals as well as healthcare providers, insurance and many other backgrounds. Regardless of the need, MWM will likely have a connection in its network to a professional who specializes in that area. MWM does not receive any referral fees for recommending these professionals, but provides this service to clients to assist them in addressing every day concerns, especially those related to their financial lives. Clients are not required to engage the services of professionals recommended by MWM. Assets Under Management As of December 31, 2023, MWM has $356,313,000 in assets under management, $332,720,000 of which is managed on a discretionary basis and $23,593,000 is managed on a non-discretionary basis.