Vintage Financial Services was founded in January 1985 and the firm ’ s majority owner is Franklin S. Moore. The firm’s services include investment management, financial planning, and income tax preparation. Investment Management Vintage Financial provides investment management of its client’s portfolios that may be comprised of multiple accounts including joint, trust, IRA, 401(k) or other types of accounts. The firm typically has discretionary authority and takes a proactive approach to managing the assets for each client’s objectives. Portfolios are managed within the context of the client’s financial plan and are customized to each client ’ s unique circumstances. The firm uses a tactical asset allocation approach which it has used for over 30 years. Investments are typically made in no load mutual funds, but stocks, bonds, money market, ETF ’ s, REITs and other securities may be used as well. Clients may impose restrictions on investing in certain securities or types of securities subject to approval of the firm’s Chief Investment Officer. As of December 31, 2022, the firm managed $771,071,000 all on a discretionary basis. Financial Planning For clients that are individuals or families, the firm typically begins the relationship by creating a financial plan. The plan may cover retirement planning, education funding, investment planning, insurance review, estate planning, tax planning or other topics pertinent to the client ’ s situation. Vintage does not charge its clients extra fees for financial planning and for prospective clients the firm normally charges a fee of $500 for the initial plan. If the prospect becomes a client, the fee is waived. A more complex plan may require a higher fee which would be quoted prior to a client engagement. The fee for the plan is due within 30 days of the delivery of the plan and a late fee of 1.5% per month will be added to overdue

fees. To the extent requested by the client, Vintage Financial may provide consulting services regarding non-investment related matters, such as estate planning, tax planning, insurance, etc. Neither Vintage Financial, nor any of its representatives, serves as an attorney, accountant, or insurance agent, and no portion of Vintage Financials’ services should be construed as same. To the extent requested by a client, Vintage Financial may recommend the services of other professionals for certain non-investment implementation purposes (i.e. attorneys, accountants, insurance, etc.). The client is under no obligation to engage the services of any such recommended professional. The client retains absolute discretion over all such implementation decisions and is free to accept or reject any recommendation from Vintage Financial. Please note that if the client engages any such recommended professional, and a dispute arises thereafter relative to such engagement, the client agrees to seek recourse exclusively from and against the engaged professional. Please also note that it remains the client's responsibility to promptly notify Vintage Financial if there is ever any change in his/her/its financial situation or investment objectives for the purpose of reviewing/evaluating/revising Vintage Financials’ previous recommendations. Income Tax Preparation Vintage offers income tax preparation services exclusively to its clients. Fees are in addition to the investment management fee and are due within 30 days of the completion of the tax returns. Overdue fees are subject to late charges of 1.5% per month. Disclosure Statement A copy of Vintage Financial's written Brochure as set forth on Part 2A of Form ADV shall be provided to each client prior to, or contemporaneously with, the execution of the Financial Planning Agreement or Investment Advisory Agreement.