BCWM has been registered as an investment advisor since 2007. The principal owners are Richard W. Boyer, Melinda K. Corporon, Laura K. Carley, Eric C. Clark, S. Brian Hackleman, Cynthia R. Wysong, Cory A. Bloodgood and Sean W. Easterly. BCWM offers investment supervisory services for investment accounts and furnishes investment advice through consultations to high-net-worth individuals and families, endowments and foundations, profit sharing plans, trusts, estates, charitable organizations and corporations. The services include continuous analysis and review of portfolios and advice concerning acquisition, retention, management, reinvestment and disposition of cash, securities and other assets of the client’s portfolios. Some of BCWM’s services may be called financial planning or some similar term. BCWM’s advisory services are divided into three main categories: Investment Management and Supervision (30%), Financial Planning (50%) and Advice not involving securities matters (20%). Each of these services is addressed below more fully. From time to time, BCWM may provide advice to clients on matters not pertaining to securities. Such matters may include, but would not be limited to, traditional insurance products (life, health, Property & Casualty, Long-Term Care), fixed annuities, etc. BCWM provides discretionary investment management and investment supervisory services for a fee, based on a percentage of assets under management. BCWM’s discretionary assets under management were approximately $596 million as of 12/31/23. Services provided include investment analysis, allocation of investments, quarterly portfolio statements and ongoing monitoring services for the portfolio. BCWM’s disciplined approach to asset allocation, diversification, market evaluation and risk management has proved to be attractive to investors seeking to preserve capital, accumulate

wealth and manage risk. Portfolio composition will be determined based on each client’s needs, portfolio restrictions, if any, and financial goals and risk tolerances. BWCM will offer advice regarding (but not limited to) equity securities (including exchange-listed, over the counter and foreign issuers), warrants, corporate debt, commercial paper, CD’s, municipal securities, investment company securities (including variable life insurance, variable annuities and mutual funds), and U.S. government securities, option contracts on securities and commodities, futures contracts on tangibles and intangibles as well as, mortgaged-backed securities. Advice or recommendations may also be given with respect to insurance products. BCWM will work with the client to complete an Investment Policy Statement to obtain necessary information regarding the client’s financial condition, investment objectives, liquidity requirements, risk tolerance, time horizons, and any restrictions on investing. This enables BCWM to determine the portfolio best suited for the client’s investment objective and needs. Once the client’s investment portfolio has been designed and investments have been allocated, BCWM provides ongoing portfolio review and management services. Clients may impose restrictions on investing in certain securities or types of securities. BCWM will rebalance the portfolio, as it deems appropriate, to meet the client’s financial objectives. BCWM processes transactions for rebalancing on a discretionary basis. BCWM does not maintain custody of clients’ funds or securities. Clients are advised and are expected to understand that BCWM’s past performance is not a guarantee of future results and that certain market and economic risks exist that may adversely affect an account’s performance that could result in capital losses in that client’s account.