Firm Description Sebold Capital Management, Inc. was founded in 1998 by Sean Sebold. As of 03/15/2024, there are eight employees, three have a Certified Financial Planner™ designee, two are an Investment Advisor, one is a Chartered Financial Analyst, and six administrative staff. The firm is federally registered with the SEC (Securities and Exchange Commission) as a Registered Investment Advisor. Registration for a Registered Investment Advisor does not imply a certain level of skill or training. Sebold Capital Management provides personal financial planning and investment management to individuals, families, and their related entities, trusts and estates, and family businesses. Sebold Capital Management works with clients to define financial objectives and to develop strategies for reaching those objectives, some of which may include identification of financial problems, cash flow and budget management, tax planning, risk exposure review, investment management, education funding, retirement planning, estate planning, charitable goals, special needs planning, family business succession issues, fringe benefits, and/or other issues specific to the client. The firm’s compensation is solely from fees paid directly by clients. The firm does not receive commission based on the client’s purchase of any financial product, including insurance. No commissions in any form are accepted. No referral fees are paid or accepted. No benefits are received from custodians/broker-dealers based on client securities transactions (“soft dollar benefits”). Assets under the direct management of Sebold Capital Management are held by independent custodians, including Charles Schwab, Fidelity, Equity Trust, or others, in the client’s name. We may recommend other professionals (e.g., lawyers, accountants, insurance agents, real estate agents, etc.) at the request of the client. Other professionals are engaged directly by the client on an as-needed basis even when recommended by the Advisor. Conflicts of interest will be disclosed to the client and managed in the best interest of the client. Principal Owners Sean Sebold is a 100% stockholder of Sebold Capital Management. There are no intermediate subsidiaries. Types of Advisory Services Sebold Capital Management provides investment advisory services (i.e. “asset management”) and furnishes investment advice, as part of an on-going financial planning relationship. At Sebold Capital Management, advisory services are tailored to the individual needs of clients. Client goals and objectives are clarified in meetings and via correspondence and are used to determine the course of action for each individual client. The goals and objectives for each client are documented in our client relationship management system and in client files, either in hard copy or in electronic files. Clients may impose restrictions on investing in certain securities or types of securities. This must be done in writing and be signed by the client, Sebold Capital Management, and the separate account manager, if applicable. Agreements may not be assigned without client consent. In performing its services, Sebold Capital Management is not required to verify any information received from the client or from the client's other professionals. Each client is advised that it remains his/her responsibility to promptly notify Sebold Capital

Management when there is any change in his/her financial situation and/or financial objectives for the purpose of reviewing, evaluating, or revising previous recommendations and/or services. Wealth Management This service includes financial planning, implementation, and ongoing asset management/monitoring. Wealth Management services may include identification of financial problems, cash flow and budget management, tax planning, risk exposure review, investment management, education funding, retirement planning, estate planning, charitable goals, small business planning issues, fringe benefits, special needs planning or other issues specific to the client. A written evaluation of the client's current situation and their goals is provided to the client. The engagement also includes implementation of recommendations accepted by client, telephone support, meetings as required, on-going financial planning services, reminders of the specific courses of action that need to be taken, and quarterly, semi-annual, or annual written portfolio reviews as conferred with each client. More frequent reviews may occur but are not necessarily communicated to the client unless immediate changes are recommended. Investment Management Investment Management is the management of investment account(s) based on a written Investment Policy Statement [IPS] jointly agreed to by Sebold Capital and the client. This IPS is developed through meetings with the client while determining their investment philosophy, risk tolerance, goals and overall objectives. Investment Management clients are generally met with on an annual basis with statements being made available to them quarterly. Business Succession Planning Business Succession Planning is a step-by-step process that allows business owners to take control of their succession strategies. This process allows the business owner to choose their departure date, the amount of money intended to be received from the sale or transfer of their companies and their successor choice. Retirement Investment Consulting Retirement Investment Consulting develops and maintains an Investment Policy Statement for employer retirement plans like a 401(k). The IPS formalizes investment review guidelines. Retirement Investment Consulting Services provides initial and ongoing due diligence of the plan’s securities. Reviews with the trustee or investment committee are scheduled according to the trustee. We assist in the plan design, but Sebold Capital Management does not provide Third Party Administrative (TPA) services. Sebold Capital Management will recommend the TPA but is hired by the plan’s trustee. Financial Planning Financial Planning is the process of determining whether and how an individual/family/entity can meet life goals through the proper management of financial resources. Financial planning may integrate subject areas including but not limited to financial statement analysis, insurance planning, employee benefits planning, tax planning, retirement planning, and estate planning. Financial planning clients will follow a step-by-step process to reach their goals. Managed Assets As of December 31, 2023, Sebold Capital Management managed $303,807,809 in assets for 813 accounts. $233,073,769 managed on a discretionary basis and $70,734,040 on a non-discretionary basis.