Timmons Wealth Management, LLC (“TWM” or the “Advisor”) is an Investment Adviser registered with the U.S. Securities and Exchange Commission, and has filed notice as required in Massachusetts, Rhode Island, Florida, and New Hampshire. Timmons Wealth Management was formed in October 2012 as a Massachusetts Limited Liability Company and is located in Attleboro, Massachusetts. The Managing Member and principal owner is Liam M. Timmons. The firm also employs a Client Service Associate on a part-time basis. TWM offers Wealth Management Services, which consists primarily of investment management and financial planning. These services are described under the sub-headings of Investment Management and Financial Planning below. Wealth Management Services Investment Management TWM manages client investment portfolios based on each client’s goals, objectives, time horizon, and risk tolerance. TWM creates an Investment Policy Statement for each client, which outlines the investment strategy for the portfolio based on the information provided by the client. Based on the Investment Policy Statement, TWM establishes an asset allocation, selects the investments for each component of the allocation, monitors the portfolio’s performance and rebalances the portfolio as needed. The selection of investments takes into consideration any existing holdings which the client will continue to own (e.g., restricted stock, low-cost-basis shares). The portfolios’ investments generally consist of mutual funds and exchange traded funds (ETFs) which are invested in equity and fixed income securities. More limited use may also be made of individual equity and fixed income securities, funds invested in alternative investments, publicly traded real estate investment trusts (REITs) and equity options. TWM may use other securities as well to

help diversify a portfolio when appropriate. The investment advisory agreement with the client gives TWM discretionary management authority, which means that TWM will select securities and execute transactions that are consistent with the Investment Policy Statement without advance client consent. The client may impose reasonable restrictions on investments in certain companies, market sectors, or types of securities. While TWM will periodically contact the client to report on the account and review the client’s financial situation, it is the responsibility of the client to notify TWM of any change in the client’s financial condition or investment objectives. Financial Planning As part of each client relationship, TWM provides customized financial planning services. Each engagement begins with an extensive interview process which incorporates a deep assessment of client goals, risk tolerance, investment time horizon and current and prospective financial position. Special attention is paid to areas of particular concern based on the client’s individual needs. These may include retirement goals and strategies, executive compensation, education funding, budgeting, savings, risk management, insurance needs (i.e., life and disability coverage) and tax and estate planning. Some of these areas may involve coordination with the client’s other professional service providers, e.g., the client’s attorney or accountant. (The Advisor does not provide legal, tax, or accounting services, and is not an insurance broker.) This is not a stand-alone service. Wrap Fee Program TWM does not participate in wrap fee programs. Assets Under Management As of February 29, 2024, the Advisor had a total of $114,788,394 of discretionary assets under management and no non-discretionary assets under management.