Description of Services and Fees Hendershott Wealth Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. We are organized as a limited liability company under the laws of the State of Delaware. We have been providing investment advisory services since 2014. Hilary M. Hendershott is our principal owner, and she has 17 years of experience in the financial services industry. Currently, we offer the following investment advisory services, which are personalized to each individual client:
• Portfolio Management Services
• Selection of Other Advisers
• Financial Planning Services The following paragraphs describe our services and fees. Please refer to the description of each investment advisory service listed below for information on how we tailor our advisory services to your individual needs. As used in this brochure, the words "we", "our" and "us" refer to Hendershott Wealth Management, LLC and the words "you", "your" and "client" refer to you as either a client or prospective client of our firm. The use of these terms is not intended to imply that there is more than one individual associated with this firm. Portfolio Management Services and Ignite Investing® We offer non-discretionary portfolio management services. Our investment advice is tailored to meet our clients' needs and investment objectives. If you retain our firm for portfolio management services, we will meet with you to determine your investment objectives, risk tolerance, and other relevant information at the beginning of our advisory relationship. We will use the information we gather to develop a strategy that enables our firm to give you continuous and focused investment advice and/or to make investments on your behalf. As part of our portfolio management services, we may customize an investment portfolio for you according to your risk tolerance and investing objectives. We may also invest your assets according to one or more model portfolios developed by our firm. Once we construct an investment portfolio for you, or select a model portfolio, we will monitor your portfolio's performance on an ongoing basis, and will rebalance the portfolio as required by changes in market conditions and in your financial circumstances. If you enter into non-discretionary arrangements with our firm, we must obtain your approval prior to executing any transactions on behalf of your account. Our Ignite Investing® service offers a way for clients with as little as $100,000 to invest with us. This service is only available to select clients who meet specific criteria and for whom our Ignite portfolio is best suited. Selection of Other Advisers As part of our portfolio management services, we may recommend that you use the services of a third- party asset management providers (TPAMPs) to manage all, or a portion of, your investment portfolio. After gathering information about your financial situation and objectives, we may recommend that you engage a specific TPAMP or investment program. Factors that we take into consideration

when making our recommendation(s) include, but are not limited to, the following: the TPAMP's performance, methods of analysis, fees, your financial needs, investment goals, risk tolerance, and investment objectives. We will periodically monitor the TPAMP(s)' performance to ensure its management and investment style remains aligned with your investment goals and objectives. All TPAMPs to whom we might refer you to must be either a state licensed investment adviser or a registered investment adviser with the Securities and Exchange Commission. Financial Planning Services We offer financial planning services which typically involve providing a variety of advisory services to clients regarding the management of their financial resources based upon an analysis of their individual needs. These services can range from broad, comprehensive, financial planning to consultative or single subject planning. If you retain our firm for financial planning services, we will meet with you to gather information about your financial circumstances and objectives. Once we review and analyze the information you provide to our firm we will move forward with providing the services for which you engaged our firm, which may include the delivery of a written plan designed to help you achieve your stated financial goals and objectives. Financial plans and other related services are based on the financial information you provide to us. You must promptly notify our firm if your financial situation, goals, objectives, or needs change. You are under no obligation to act on our financial planning recommendations. Should you choose to act on any of our recommendations, you are not obligated to implement the financial plan through any of our other investment advisory services. Moreover, you may act on our recommendations by placing securities transactions with any brokerage firm. Financial Coaching Services We offer a program designed to educate individuals on best practices for accumulating and growing their personal wealth. The Program consists of group coaching events, calls or one on one meetings with a HWM team member to review Client bank accounts, analyze Client spending and saving patterns, and create a personalized positive cash flow, debt-killing, wealth building plan. Types of Investments We primarily offer advice on mutual funds and exchange traded funds (ETFs). Additionally, we may advise you on any type of investment that we deem appropriate based on your stated goals and objectives. We may also provide advice on any type of investment held in your portfolio at the inception of our advisory relationship. In our sole discretion, we may accept written instructions from you requesting that we refrain from investing in particular securities or certain types of securities. You must provide these restrictions to our firm in writing, and we must approve and accept such instructions. Assets Under Management As of December 31st, 2023, we provide continuous management services for $169,265,555 in client assets on a non-discretionary basis.