A. DESCRIPTION OF THE ADVISORY FIRM Kohmann Bosshard Financial Services, LLC, (“Kohmann Bosshard”, or “Advisor”), formerly known as Bosshard Investment Management Co., LLC has been a Registered Investment Advisor since 2006. The firm has no affiliates, is headquartered and maintains its office in Akron, OH. At inception, the firm registered with the United States Securities and Exchange Commission (“SEC”) and notice filed in Ohio. After six years of SEC registration, in 2012, Bosshard Investment Management, LLC registered with the State of Ohio as a Registered Investment Advisor. In 2014, Bosshard Investment Management, LLC registered with the SEC as required when assets under management increased to $100 million. In 2015, Dean Kohmann purchased a majority interest in Bosshard Investment Management, LLC. The firm subsequently filed with the Ohio Secretary of State and the SEC to change the name of the firm to Kohmann Bosshard and continues to serve Clients under the new name. The Advisor may provide services to residents of other states under each state’s registration exemptions, if applicable. Alternatively, the Advisor will file notice in other states when necessary. B. TYPES OF ADVISORY SERVICES i. Investment Management Services Kohmann Bosshard offers professional fee-based investment advisory services. The term “fee-based” means that Kohmann Bosshard is compensated primarily in the form of investment advisory fees paid by Clients. Depending upon the nature of services desired, the Advisor offers its services on a fee basis which may include fixed fees as well as fees based upon assets under management. Kohmann Bosshard is not a broker/dealer or a custodial firm. Therefore, Kohmann Bosshard does not execute securities transactions or directly custody assets. Any transactions in securities will be executed by an unaffiliated custodial firm of Clients’ choosing. Kohmann Bosshard’s services are primarily provided to high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations or other business entities, and occasionally to associations or groups. This ADV 2A Brochure provides disclosure relating to the Advisor’s services, fees, and other material information. Please read it carefully and if questions should arise, please contact Dean Kohmann or the Chief Compliance Officer of Kohmann Bosshard. Kohmann Bosshard offers Investment Management Services that provide for ongoing and continuous advice and services. The Advisor also offers Services related to the Selection of Independent Managers and Consultation Services on a limited basis. Kohmann Bosshard is committed to helping its Clients build, manage, and preserve their wealth, and to aid in helping Clients to achieve their stated financial goals. Kohmann Bosshard may offer a complimentary initial consultation to discuss services available, to give a prospective Client the opportunity to review services desired, and to determine the possibility of a potential Client-Advisor relationship. Services begin only after the Client and Advisor formalize the relationship with a properly executed Client Agreement. After the formal engagement, the Advisor and Client will share in a data gathering and discovery process to determine the Client’s needs, goals, intentions, time horizons, risk tolerance and investment objectives, based upon information provided by the Client and the nature of services requested. The Client and Advisor may complete an investment policy statement or similar document. Investment Management Services are ongoing in nature and provide for continuous advice and services. In the delivery of initial and ongoing services, the Advisor will include a review of the overall aspects of a Client’s current financial situation and consider both long and short-term objectives, or as directed by the Client. The Advisor can also tailor services to focus only on certain portfolio components, depending upon the Client’s wishes and/or the nature of the engagement. While Kohmann Bosshard will typically recommend investments in exchange traded funds, it may assist the Client with other investments such as: mutual funds, individual securities, and other investments. Depending on the needs of a Client, the Advisor may evaluate or offer advice on U.S. Government securities, tax-exempt municipal bonds, and other fixed-income securities. The Advisor will construct a diversified portfolio of investments that are within its realm of expertise. Additionally, if requested and based upon information provided by the Client, Kohmann Bosshard can prepare an evaluation of existing portfolio investments and provide recommendations for other investments as deemed appropriate. The Advisor may agree to provide general consultation regarding any other investment product that may be held by the Client at the start of the advisory relationship but will not manage these investments unless specifically directed by the Client. In some cases, services will be limited to Consultation only, to provide a review of the offering document for the appropriateness of the investment and may not provide ongoing investment management services (such as is the case for partnerships, hedge funds, lease investments, etc.). Services and investment recommendations in connection to assets invested in corporate retirement plans are limited to those offered within the plan and via the plan’s contracted service providers. Where an existing portfolio has been designed by the Client or another party, Kohmann Bosshard can provide recommendations for ongoing management, re-design, adjustments or rebalancing. Clients engaging in investment advisory services must play an active role. The Advisor requires the Client to participate in the formation of the investment plan, investment advice, and recommendations. After an analysis and data-gathering process and depending upon the nature of services desired, Kohmann Bosshard may prepare reviews, analysis, asset allocation recommendations, and may recommend specific investments. The Advisor’s asset allocation services and rebalancing services are provided to Clients invested in exchange traded funds and other assets, as outlined in the designed investment strategies. The ongoing Investment Management Services provided are based upon unique individual needs as stated by the Client. Kohmann Bosshard will allocate the Client’s assets among various investments, taking into consideration the overall risk tolerance and objectives of the Client. The Advisor may utilize its own predesigned model for the portfolio or custom design one specifically. However, in every case, Clients will receive individualized advice. Once the managed portfolio has been implemented, Kohmann Bosshard provides continuous monitoring, recommendations and investment advice as outlined in the engagement for services. The ongoing investment management services are based upon the investment strategy agreed upon. Clients can delegate limited discretionary authority to the Advisor, if desired. In providing ongoing investment management services, the Advisor will manage investor funds in accordance with an investment strategy selected by the Client and the Advisor will remain available for ongoing advice and recommendations. Kohmann Bosshard will monitor the portfolio in accordance with directives provided. The Advisor’s investment management services are continuous in nature and therefore are ongoing until terminated by either party. Ongoing services require that Clients maintain contact with Kohmann Bosshard. While frequent contact is desired, Clients should meet with Kohmann Bosshard no less than annually (either telephonically or in person). However, Clients are obligated to promptly notify the Advisor of any changes in the Client’s personal situation, lifestyle situation, needs, and financial condition that may alter the Client’s goals and objectives and to provide the Advisor with the opportunity to review investment

strategies to help ensure that investment strategies continued to be structured appropriately, based upon what Kohmann Bosshard knows about our Clients. Clients may call the office at any time during normal business hours to discuss the Client’s portfolio, financial situation or investment needs directly with the Client’s Advisory Representative. Certain Clients may desire to place or keep specific assets within their account(s) that are selected by the Client and are not the subject of investment advice by Advisor. These are “self-directed” or “unmanaged” assets. The Advisor will have no responsibility to manage any self-directed assets in Client accounts and the Advisor accepts no liability to those Clients about any loss relating to the self-directed assets. In such cases, the Advisor has/will not pass on the suitability of self-directed assets. Should the Advisor ever assist Clients with self-directed implementation it may do so only as a value-added service at the Client’s request. The Advisor will therefore not manage this facet of the Client’s portfolio unless specifically agreed in writing. ii. Consultation Services Consultation services are dependent upon the nature and scope of services to be provided. Consulting services are mainly provided to companies whereby the Advisor may provide consulting services to the company’s investment committees. Consultation services are available on a fixed fee basis. The Advisor can provide analysis and consultation relating to comprehensive areas of interest or need, or the Advisor’s services may be focused on certain financial or investment considerations at the request of the Client. Where services are limited in scope, the Client must understand that the Advisor cannot take the Client’s total financial issues and concerns into consideration due to the limited nature of services. The services to be provided and the fee arrangement will be based upon the circumstances and needs of the Client as presented to the Advisor. When providing plan-related services, the advice and recommendations are limited to plan offerings. The Advisor may follow a course of discovery (data-gathering), analysis and recommendations, pertaining to one or more of the following considerations or needs as identified by the Client. Kohmann Bosshard gathers information as provided by the Client through personal interviews to address the requested services. Kohmann Bosshard may suggest the Client work closely with the Client’s attorney, accountant, investment committee, insurance agent, third- party consultants selected by the Client, and the Client’s custodian. Implementation of any advice or recommendations, in whole or in part, is entirely at the Client’s discretion via the service provider of the Client’s choice. The Advisor will not have any form of limited discretion to execute transactions. iii. Financial Planning Services In addition to fee-based asset management, Kohmann Bosshard also provides comprehensive fee-based planning services and/or consulting services to its Clients. Financial planning is a process that focuses on ascertaining a Client’s financial goals and then developing a plan to help the Client achieve those goals. A written financial plan is created by Kohmann Bosshard to carry a Client from his or her present financial position to the attainment of financial goals. Since no two Clients are alike, the plan must be designed for the individual, with Kohmann Bosshard’s recommended strategies tailored to each Client’s needs, abilities, and financial goals. Consulting is a professional service and can involve any discussion between the Client and Kohmann Bosshard about the Client’s financial position. In performing these services, Kohmann Bosshard will work with Clients to understand their current financial situation, their financial goals and dreams, as well as their understanding of, and comfort with, various financial strategies and/or products. Based upon the information obtained from the Client, Kohmann Bosshard will work closely with the Client to develop a comprehensive written financial plan or advice that may include specific advice in one or more of the following topic areas: 1. Fundamental Financial Planning 2. Estate & Legacy Planning 3. Retirement Planning 4. Taxation Planning 5. Debt Management 6. Education Planning 7. Charitable Planning 8. Executive Compensation Package Analysis 9. Insurance Analysis 10. Employer Retirement Plan Analysis Kohmann Bosshard’s recommendations to the Client may include specific financial and investment strategies as well as specific product recommendations, including equity, fixed income and insurance products. C. CLIENT TAILORED SERVICES AND CLIENT IMPOSED RESTRICTIONS Kohmann Bosshard recognizes that each Client is unique and therefore the Advisor focuses on providing individualized services. The Advisor can tailor services to focus only on certain portfolio components, depending upon the Client’s wishes and/or the nature of the engagement. However, where Client services or information are limited, Clients must understand that comprehensive financial and/or investment needs and objectives may not be fully considered due to the Client’s option to receive limited services, the lack of information received, and/or Client disclosure. The Advisor and Client will share in a data gathering and discovery process to determine the Client’s stated needs, goals, intentions, time horizons, risk tolerance and investment objectives, based upon information provided by the Client and depending upon the nature of services requested. The Client and Advisor may complete a risk assessment, investment policy statement or similar document, depending upon the nature of services to be provided. Clients are welcome to set parameters on the Advisor’s limited discretionary authority in writing as to types of investments and amounts purchased or sold. Clients may also impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs and these directives will be set forth in writing in the Client’s Investment Policy Statement or similar document. Where Clients retain authority to implement recommendations, they are welcome to do so in whole or in part via the financial services provider(s) of their choice. Clients may make additions to and withdrawals from their account at any time. Additions may be in cash or securities if the Advisor reserves the right to liquidate any transferred securities or decline to accept securities into a Client’s account. The Advisor may consult with its Clients about the options and ramifications of transferring securities when provided pre-notification of the Client’s intentions. In such cases, Clients are advised that when transferred securities are liquidated, they are subject to transaction fees, fees assessed at the mutual fund level (i.e. contingent deferred sales charge) and/or tax ramifications. Clients may withdraw account assets on notice to the Advisor, subject to the usual and customary securities settlement procedures. The Advisor reserves the right to terminate services based upon withdrawals since Kohmann Bosshard normally designs its portfolios as long-term investments and asset withdrawals may impair the achievement of a Client’s investment objectives. Clients may choose to make self-directed securities transactions which are investments that are not reviewed and/or not recommended by the Advisor. In such cases, the Advisor has not passed on the suitability of said investments and while the Advisor may assist with Client-directed implementation as a value-added service at the Client’s request, the Advisor will not manage these types of investments unless agreed in writing. D. ASSETS UNDER MANAGEMENT Discretionary assets under management as of December 31, 2023 were: $748,814,181. E. ASSETS UNDER ADVISEMENT Assets under advisement as of December 31, 2023 were: $751,749,214.