Item 5 - Additional Compensation ............................................................................................................................. 4 Item 6 - Supervision ........................................................................................................................................................ 4 Brochure Supplement (Part 2B of Form ADV) ............................................................................ 6 Principal Executive Officer – Robert Toomey Jr. ................................................................................................. 6 Item 2 - Educational Background and Business Experience .......................................................................... 6 Item 3 - Disciplinary Information .............................................................................................................................. 7 Item 5 - Additional Compensation ............................................................................................................................. 8 Item 6 - Supervision ........................................................................................................................................................ 8 Brochure Supplement (Part 2B of Form ADV) .......................................................................... 10 Principal Executive Officer – Stanley Schill......................................................................................................... 10 Item 2 - Educational Background and Business Experience ....................................................................... 10 Item 3 - Disciplinary Information ........................................................................................................................... 10 Item 5 - Additional Compensation .......................................................................................................................... 11 Item 6 - Supervision .....................................................................................................................................................

11 Firm Description S. R. Schill & Associates, Inc. (“S. R. Schill & Associates”, We”, “Us”, “Our”) was founded in 1987. S. R. Schill & Associates is owned by Leonard Skiena, Robert Toomey, Eva Baker and Stacy Schill. Leonard Skiena is the Chief Compliance Officer. Types of Advisory Services WEALTH MANAGEMENT SERVICES S. R. Schill & Associates offers Clients ongoing discretionary portfolio management services through determining individual investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, asset allocation, portfolio monitoring and the overall investment program will be based on the above factors. The Client will authorize S. R. Schill & Associates discretionary authority to execute selected investment program transactions as stated within the Investment Advisory Agreement. Services include legacy and tax planning, the rendering of advice generally with respect to the Client’s financial affairs and investments, the compilation of financial statements and the drafting of investment policy statements where appropriate. S. R. Schill & Associates executes a financial plan for Clients, incorporating the Client’s assets, liabilities, expenses, income, and goals. We also implement that plan, investing Client assets over which we have discretion to realize the plan. Having discretion of Client assets means that we decide which funds or securities to invest in and when to buy and sell according to our portfolio allocation model. On an annual basis, we contact Clients to revisit the financial plan to ensure that the plan is still appropriate for the Client with respect to their goals, though we will meet more often than annually if the Client requests. We do not sell individual investment products, nor do we sell insurance, but we do advise and recommend such products when it is appropriate for the Client. Client Tailored Services and Client Imposed Restrictions The goals and objectives for each Client are documented in our Client files. Investment strategies are created that reflect the stated goals and objectives. Clients may impose restrictions on investing in certain securities or types of securities. Agreements may not be assigned without written Client consent. Wrap Fee Programs S. R. Schill & Associates does not sponsor any wrap fee programs. Client Assets under Management S. R. Schill & Associates has the following assets under management: Discretionary Amounts: Non-discretionary Amounts: Date Calculated: $232,949,457 $211,360 September 1, 2023