FIRM OVERVIEW Godsey & Gibb Wealth Management (“Godsey & Gibb”, “Advisor”, “we”, “our”, “us” or “the Firm”) is registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA) since 1985, with its principal place of business located in Richmond, Virginia. The principal shareholders controlling 25% or more of the Firm are Michael R. Gibb (Trustee/President & Chief Executive Officer) and the Gibb Family Stock Trust (Trustee). DESCRIPTION OF SERVICES Godsey & Gibb offers advisory services to individuals, high-net-worth individuals, trusts, and other organizations (each referred to as a “Client”). Godsey & Gibb provides investment management, tax planning and preparation, financial planning, family wealth advising, retirement planning, estate planning, and insurance consulting services. Godsey & Gibb Wealth Management offers the following advisory services to our clients: INDIVIDUAL PORTFOLIO MANAGEMENT Our firm provides continuous and ongoing supervisory services to a client regarding the investment of client funds based on the individual needs of the client. Through personal discussions in which goals and objectives based on a client's particular circumstances are established, we develop a client's personal investment policy and create and manage a portfolio based on that policy. During our data-gathering process, we determine the client's individual objectives, time horizons, risk tolerance, and liquidity needs. As appropriate, we also review and discuss a client's prior investment history, as well as family composition and background. We manage these advisory accounts on a discretionary or non-discretionary basis. Account supervision is guided by the client's stated objectives (i.e., maximum capital appreciation, growth, income, or growth and income), as well as tax considerations. Clients may impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors. Our investment recommendations are not limited to any specific product or service offered by a broker-dealer or insurance company. We will generally include advice regarding exchange-listed securities, securities traded over- the-counter, foreign issuers, warrants, corporate debt securities (other than commercial paper), commercial paper, certificates of deposit, municipal securities, mutual fund shares, United States governmental securities, and options contracts on securities. Because some types of investments involve certain additional degrees of risk, they will only be implemented/recommended when consistent with the client's stated investment objectives, tolerance for risk, liquidity and suitability. FINANCIAL PLANNING Godsey & Gibb provides financial planning advice to clients, in order to prepare them for current and future needs. Financial planning is a comprehensive evaluation of a client's current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans. Through the financial planning process, all questions, information and analysis are considered as they

impact and are impacted by the entire financial and life situation of the client. Clients purchasing this service receive a written report which provides the client with a detailed financial plan designed to assist the client achieve his or her financial goals and objectives. We gather required information through in-depth personal interviews. Information gathered includes the client's current financial status, tax status, future goals, returns objectives and attitudes towards risk. We carefully review documents supplied by the client, including a questionnaire completed by the client, and prepare a written report. Implementation of financial plan recommendations is entirely at the client's discretion. We also provide general non-securities advice on topics that may include tax and budgetary planning, estate planning and business planning. Typically, the financial plan is presented to the client within six months of the contract date, provided that all information needed to prepare the financial plan has been promptly provided. Financial Planning recommendations are not limited to any specific product or service offered by a broker-dealer or insurance company. Page 5 of 12 TAX PLANNING & PREPARATION Godsey & Gibb may provide Tax Planning & Preparation services to clients to efficiently prepare income tax returns, facilitate payment of quarterly estimates, and offer recommendations on ways to maximize tax savings. We have an in-house team of experienced Certified Public Accountants (CPAs) and other tax professionals to assist clients with individual tax returns, estate and trust income tax returns, gift tax returns, and pass-through entity returns for small client-owned businesses. As client financial circumstances shift or tax laws change, our tax team helps the client to maintain a tax-efficient posture within the current statutory environment. CONSULTING SERVICES Clients can also receive investment advice on a more focused basis. This may include advice on only an isolated area(s) of concern such as estate planning, family wealth advising, retirement planning, or any other specific topic. Godsey & Gibb also provides specific consultation and administrative services regarding investment and financial concerns of the client. Consulting recommendations are not limited to any specific product or service offered by a broker-dealer or insurance company. All recommendations are of a generic nature. FINANCIAL EDUCATION SERVICES Godsey & Gibb provides general information on various financial topics including, but not limited to, estate and retirement planning, and market trends via newsletters, webinars, presentations and speaking engagements. These engagements are educational in nature and no specific investment or tax advice is provided. WRAP FEE PROGRAM Godsey & Gibb does not sponsor any wrap fee programs. ASSETS UNDER MANAGEMENT As of December 31, 2023, Godsey & Gibb Wealth Management managed a total of $1,253,775,111 of client assets. $1,247,376,577 managed on a discretionary basis and $6,398,534 managed on a on a non-discretionary basis.