Introduction Weber Global Management was formed in 2017; its principal owners are Christopher P. Weber and Briton K. Hill. Mr. Hill has a passive minority ownership in Weber Global Management, and has no operational, managerial, investment, or business making decisions abilities. Weber Global Management provides advisory services to individuals, businesses, and charitable organizations. Services Weber Global Management tailors its services to the individual needs of each client. Weber Global Management evaluates a client’s financial condition and risk-tolerance to customize its investment recommendations to meet the client’s stated investment objectives and needs. Weber Global Management may allow clients to impose restrictions on investing in certain securities or types of securities in their account, subject to Weber Global Management’s acceptance. Clients may contact Weber Global Management with questions or to give further instructions regarding their accounts. Weber Global does not charge an additional fee for responding to these types of inquiries or directions from clients. Portfolio Management Clients will grant Weber Global Management discretionary authority in their brokerage account and execute the appropriate documents with the account’s broker-dealer/custodian. Discretionary authority allows Weber Global Management to enter securities transactions on the client’s behalf, determining which securities and the amount thereof to buy or sell in their account(s). Clients will be notified of all transactions by trade confirmations from their broker-dealer/custodian. Weber Global Management, Inc. had approximately $85,005,531 in assets under management on a discretionary basis,

as of December 31, 2023. Wrap Fee Program Weber Global Management, Inc. does not offer a wrap-fee program. IRA and IRA Rollover Recommendations For purposes of complying with the DOL's Prohibited Transaction Exemption 2020-02 ("PTE 2020- 02") where applicable, we are providing the following acknowledgment to you. 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 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 rule that requires us to act in your best interest, and not put our interest ahead of yours. Under this 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. We benefit financially from the rollover of your assets from a retirement account to an account that we manage or provide investment advice, because the assets increase our assets under management and, in turn, our advisory fees. As a fiduciary, we only recommend a rollover when we believe it is in your best interest.