MWA is owned by Douglas Clark and has been providing advisory services since 1999. As of December 31, 2022, MWA managed $222,499,354, all on a discretionary basis. Investment Management Services: MWA manages investment portfolios for individuals, qualified retirement plans, trusts, charitable organizations, corporations and small businesses. MWA will work with the client to determine the client’s investment objectives and investor risk profile and will design a written investment policy statement. MWA uses investment and portfolio allocation software to evaluate alternative portfolio designs. MWA evaluates the clients existing investments with respect to the clients investment policy statement. MWA works with new clients to develop a plan to transition from the clients existing portfolio to the portfolio recommended by MWA. MWA will then continuously monitor the client’s portfolio holdings and the overall asset allocation strategy and hold regular review meetings with the client regarding the account as necessary. MWA will typically create a portfolio of no-load mutual funds, and may use model portfolios if the models match the client’s investment policy. MWA will allocate the clients assets among various investments taking into consideration the overall management style selected by the client. MWA primarily recommends portfolios consisting of passively managed asset class and index mutual funds. MWA primarily recommends mutual funds offered by Dimensional Fund Advisors (DFA), Bridgeway and Stone Ridge Funds. DFA sponsored mutual funds follow a passive asset class investment philosophy with low holdings turnover. Client portfolios may also include some individual equity securities in situations where disposition of these securities would present an overriding tax implication, or the client specifically requests they be retained for a personal reason. These situations will be specifically identified in the client’s Investment Policy Statement (IPS). MWA manages mutual fund and equity portfolios on a discretionary basis according to the investment policy selected by the client. A client may impose any reasonable restrictions on MWA’s discretionary authority, including restrictions on the types of securities in which MWA may invest client’s assets and on specific securities, which the client may believe to be appropriate. MWA may also recommend fixed income portfolios to advisory clients, which consist of managed accounts of individual bonds. MWA will request discretionary authority from advisory clients to manage fixed income portfolios, including the discretion to retain a third-party fixed income manager. MWA will prepare a separate Fixed Income Investment Policy Statement for any client qualifying for separate fixed income portfolio services. Pursuant to its discretionary authority, MWA will retain a fixed income securities manager. The fixed income securities manager will be provided with the discretionary authority to invest

client assets in fixed income securities consistent with the clients Fixed Income Investment Policy Statement. The manager will also monitor the account for changes in credit ratings, security call provisions, and tax loss harvesting opportunities (to the extent that the manager is provided with cost basis information). The manager will obtain MWA’s consent prior to the sale of any client securities. On an ongoing basis, MWA will answer client’s inquiries regarding their accounts and review periodically with clients the performance of their accounts. MWA will periodically, and at least annually, review client’s investment policy and risk profile to discuss the re-balancing of each client’s accounts to the extent appropriate. MWA will provide to investment manager any updated client financial information or account restrictions necessary for investment manager to provide sub-advisory services. In addition to managing the client’s investment portfolio, MWA may consult with clients on various financial areas including income and estate tax planning, business sale structures, college financial planning, retirement planning, insurance analysis, personal cash flow analysis, establishment and design of retirement plans and trust designs, among other things. Employee Benefit Retirement Plan Services: MWA also provides advisory services to participant-directed retirement plans through third party administration services, which are online bundled service providers offering an opportunity for plan sponsors to provide their participants with daily account access, valuation, and investment education. MWA will analyze the plan's current investment platform, and assist the plan in creating an investment policy statement defining the types of investments to be offered and the restrictions that may be imposed. MWA will recommend investment options to achieve the plan's objectives, provide participant education meetings, and monitor the performance of the plan's investment vehicles. MWA will recommend changes in the plan's investment vehicles as may be appropriate from time to time. MWA generally will review the plan's investment vehicles and investment policy as necessary. For certain retirement plans, MWA also works in coordination and support with Buckingham Strategic Partners, LLC. Retirement plan clients will engage both MWA and Buckingham Strategic Partners, LLC. Buckingham Strategic Partners, LLC will provide to the client additional discretionary investment management services and will exercise discretionary authority to select the plan investments made available to the plans’ participants by selecting and maintain the plans’ investments according to the goals and investment objectives of the plan. MWA will continue to work with plans to monitor plan investments, provide fiduciary plan advice including regular considerations of the goals and objectives of the plan, and provide participant education services to the plan.