A. Description of the Advisory Firm This firm has been in business since June 26, 2007, and the principal owner is Benjamin Arthur Esget. Mr. Esget has been registered as an Investment Adviser Representative since September 2007. B. Types of Advisory Services WealthMark LLC (hereinafter “WM”) offers the following services to advisory clients: Investment Supervisory Services WM offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. WM creates an Investment Policy Statement for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels) and then constructs a plan (the Investment Policy Statement) to aid in the selection of a portfolio that matches each client’s specific situation. Investment Supervisory Services include, but are not limited to, the following: • Investment strategy • Personal investment policy • Asset allocation • Asset selection • Risk tolerance • Regular portfolio monitoring WM evaluates the current investments of each client with respect to their risk tolerance levels and time horizon. WM will request discretionary authority from clients in order to select securities and execute transactions without permission from the client prior to each transaction. WM does not generally engage in non-discretionary services but may do so on a one off basis at the client's request. Risk tolerance levels are documented in the Investment Policy Statement, which is given to each client. Subadviser Services WM may also act as a subadviser to advisers unaffiliated with WM. These third-party advisers would outsource portfolio management services to WM. This relationship will be memorialized in each contract between WM and the third-party advisor. The client of WM is the third-party Adviser. Financial Planning Advisory Services for 529 College Savings Accounts WM offers financial planning advisory services for 529 College Savings Plan accounts. Services may include selecting a plan and initial investments, ongoing management of the investments and

annual re-balancing. Performance-based Fees Qualified investors may be charged performance fees based on net profits. Referrals WM has multiple referral agreements due to its Turnkey Asset Management Program (TAMP) operations. This relationship will be disclosed in each contract between WM and the referring firm. These services include risk assessment and customized portfolio implementation and management. The fees shared will not exceed any limit imposed by any regulatory agency. Subscription Services WM provides a quarterly newsletter containing market outlook, commentary on the previous quarter and general investment outlook. This newsletter is available to all WM clients. Services Limited to Specific Types of Investments WM limits its money management to mutual funds, equities, bonds, fixed income, debt securities, ETFs, real estate, REITs, insurance products including private placements, and government securities. WM may use other securities as well to help diversify a portfolio when applicable. C. Client Tailored Services and Client Imposed Restrictions WM will tailor a program for each individual client. This will include an interview session to get to know the client’s specific needs and requirements as well as a plan that will be executed by WM on behalf of the client. WM will not use “model portfolios” but rather a specific set of recommendations for each client based on their personal restrictions, needs, and targets. Clients may impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs. However, if the restrictions prevent WM from properly servicing the client account, or if the restrictions would require WM to deviate from its standard suite of services, WM reserves the right to end the relationship. D. Wrap Fee Programs WM does not participate in any wrap fee programs. E. Amounts Under Management WM has the following assets under management: Discretionary Amounts: Non-discretionary Amounts: Date Calculated: $ 85,000,000 $ 16,000,000 December 2023