Parkstone Wealth Management, LLC (hereinafter “PWM”) is a Limited Liability Company organized in the State of Delaware. The firm was formed in November 2013, and the principal owners are CHERYL FULLER QUISENBERRY and CHESTER ALAN STRAILY. Portfolio Management Services PWM offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. PWM creates a comprehensive Investment Plan for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels) and future goals. The Investment Plan for each client will be documented in a written Wealth Management Agreement signed by the client and a PWM representative. PWM will require discretionary authority from clients in order to select securities and execute transactions without permission from the client prior to each transaction. Portfolio management services include, but are not limited to, the following: Investment Strategy Personal Investment Policy Asset Allocation Asset Selection Risk Tolerance Regular Portfolio Monitoring Services Limited to Specific Types of Investments PWM generally limits its investment advice to equities, ETF’s, mutual funds, and fixed income securities. PWM may use other securities as well to help diversify a portfolio when applicable. Fiduciary Duty PWM seeks to provide investment decisions that are made in accordance with the fiduciary duties owed to its accounts and without consideration of PWM’s economic, investment or other financial interests. To meet its fiduciary obligations, PWM attempts to avoid, among other things, investment or trading practices that systematically advantage or disadvantage certain client portfolios, and accordingly, PWM’s policy is to seek fair and equitable allocation of investment opportunities/transactions among its clients to avoid favoring one client over another over time. It is PWM’s policy to allocate investment opportunities and transactions it identifies as being appropriate and prudent among its clients on a fair and equitable basis over time. Written Acknowledgement of Fiduciary Status When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee 5 Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours. Under this special rule’s provisions, we must: Meet a professional standard of care when making investment recommendations (give prudent advice); Never put our financial interests ahead of yours when making recommendations (give loyal advice); Avoid misleading statements about conflicts of interest, fees, and investments; Follow policies and procedures designed to ensure that we give advice that is in your best interest; Charge no more than is reasonable for our services; and Give you basic information about conflicts of interest. Financial Planning and Consulting Services In

addition to our investment management services, we will collaborate with our Portfolio Management clients to create a comprehensive financial plan as part of our standard management fee. Financial Planning services may include, but are not limited to, the following areas: Cash Flow Planning Lending Consultations Tax Efficient Strategies Estate Planning Insurance Reviews Business Planning Retirement Planning Educational Funding PWM Financial Planning and Consulting Services are provided to Portfolio Management Services clients only and are not offered as a stand-alone service. In performing these services, PWM 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. For any financial planning or consulting services, PWM may recommend its own services or the services of other professionals to implement its recommendations. Clients are under no obligation to act upon any such recommendations and clients retain absolute discretion over all such implementation decisions. Clients are advised that it remains their responsibility to promptly notify PWM if there is ever any change in their financial situation or investment objectives for the purpose of reviewing, evaluating or revising PWM’s previous recommendations and/or services. 6 PWM offers the same suite of services to all of its clients. However, specific client investment strategies and their implementation are dependent upon the client Investment Plan which outlines each client’s current situation (income, tax levels, and risk tolerance levels). Clients may impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs. However, if the restrictions prevent PWM from properly servicing the client account, or if the restrictions would require PWM to deviate from its standard suite of services, PWM reserves the right to end the relationship. Clients may make additions to and withdrawals from their account at any time, subject to PWM’s right to terminate an account. Additions may be in cash or securities provided that the Firm reserves the right to liquidate any transferred securities or decline to accept particular securities into a client’s account. Clients may withdraw account assets on notice to PWM, subject to the usual and customary securities settlement procedures. However, PWM designs its portfolios as long-term investments and the withdrawal of assets may impair the achievement of a client’s investment objectives. PWM may consult with its clients about the options and implications of transferring securities. Clients are advised that when transferred securities are liquidated, they may be subject to transaction fees, fees assessed at the mutual fund level (i.e., contingent deferred sales charge) and/or tax ramifications. A wrap fee program is an investment program where the investor pays one stated fee that includes management fees and transaction costs. PWM does not participate in wrap fee programs. PWM has the following assets under management: Discretionary Amounts: Non-discretionary Amounts: Date Calculated: $178,000,551 $0 12/31/2023 7