Firm Description Weber Hartmann Vrijhof & Partners Ltd. (“WHVP” or the “Firm” or “we”), a Swiss corporation based in Zurich, Switzerland, provides investment advisory services to clients’ resident in the United States (“US” or “USA”). We also serve US taxpayers or dual citizens living outside the US and clients who have no connection to the US. WHVP commenced operations in 1991. Principal Owner The principal owners of WHVP are Jamie Eileen Vrijhof-Droese and Urs Patrick Vrijhof-Droese, each equal shareholders with 50%. Services WHVP provides wealth management solutions to individuals as well as high net worth clients mainly on a discretionary basis. We focus our investments outside the US, offering our US clients geographical diversification and exposure to non-US markets. All client accounts (each an “Account”) are maintained at third-party financial institutions. Client Accounts broadly are managed in a similar manner, however, differences in each portfolio occur due to client specific objectives, tax considerations, liquidity, risk tolerances, expected returns and legal restrictions. WHVP primarily invests in equities, fixed income securities, foreign currencies and precious metals taking positions in specific securities that WHVP believes are undervalued or present an opportunity for appreciation in the context of macro-economic factors. WHVP generally avoids investments in funds. WHVP’s advice is limited to the types of securities and transactions as set forth in Item 8. Discretionary Management Service Under the discretionary management mandate, WHVP has the authority to supervise and direct the investments of and for each client’s account without prior consultation with the client. WHVP determines which investments

are bought and sold for the account and the total amount of the purchases and sales. WHVP’s authority may be subject to conditions imposed by individual clients. For example, a client may restrict or prohibit transactions in certain types of investments, as set forth and agreed upon between WHVP and the client. Non-Discretionary Management Service Under the non-discretionary management mandate, the Client requests WHVP to execute the purchase and sale of securities and other investments with the assets deposited under the account. WHVP will execute its duties based on the discretion and direction of the Client or the authorized representative within reasonable time. WHVP has no discretion over nor any responsibility for the investments bought, sold or held in the Account and is not responsible for any delayed execution. Only written instructions given by the Client or any authorized representative to WHVP shall be valid and binding. Accordingly, WHVP will not choose any of the investments or the time of their disposal. The Client maintains all responsibility for any gains or losses the Account may experience. Other Services Occasionally, WHVP is requested by clients to perform additional services such as providing advice on watch or art acquisitions, or tailor measured concierge services and additional needs. In such March 28, 2024 Weber Hartmann Vrijhof & Partners Ltd. CRD: 156928 Page 4 of 14 particular cases, WHVP will charge for these additional services on an hourly basis depending on time and expertise required. Wrap Fee Programs WHVP does not participate in wrap fee programs. Assets under Management WHVP managed approximately USD 163 million as of December 31, 2023.