Quinn Wealth Advisors (hereinafter, “QWA”, “Advisor” or the “Firm”) offers the following services as part of its advisory business: Investment Advisory Services Quinn Wealth Advisors is a separate series of Independent Wealth Partners, LLC (“IWP”), a Delaware series limited liability company. DT Investment Partners, LLC (“DTIP”) is a Delaware limited liability company that is the LLC Manager of Independent Wealth Partners, LLC. Both Quinn Wealth Advisors and DT Investment Partners are registered investment advisers with the Securities and Exchange Commission. As a registered investment advisor with the Securities and Exchange Commission, QWA is subject to a fiduciary standard of care. Simply stated, investment recommendations by QWA must be in the best interest of its clients and client’s interests always take precedence to those of QWA. Quinn Wealth Advisors and DT Investment Partners, LLC have entered into a Management Services Agreement for the provision of administrative services and sub-advisory services by DTIP to QWA. At December 31, 2023, Quinn Wealth Advisors had discretionary assets under management of $48,299,676. The company has managed non-discretionary assets of $86,274. Total assets under management were $48,385,950. QWA offers advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other organizations on a discretionary and non-discretionary basis. In addition, QWA may offer financial planning services to clients. Such services may include cash flow analysis, retirement planning and review of a client’s 401k plans and asset allocations. To date these services are offered without a fee and without a financial planning contract and are designed to help clients develop a holistic approach to all of their investment planning which may include assets managed by QWA for a fee. Quinn Wealth Advisors believes that asset allocation among various asset classes offers the best opportunity to achieve investment success. QWA employs subadvisers, particularly its affiliate, DT Investment Partners, LLC, to provide Clients investment options and to manage assets on its behalf. QWA’s mission is to deliver independent, Client-specific advice in helping each Client achieve their financial, retirement and investment goals. Even the most complex plans need clarity of purpose. Each Client’s goals are specific to them and require a customized solution that best addresses their needs. Accordingly, QWA assists Clients in developing an appropriate Investment Policy Statement for assets under discretionary authority of the firm. The Policy is based on the Client’s investment goals and objectives and risk tolerances. The firm

provides coordination and administration of appropriate accounts and related asset transfers. The Investment Policy for each Client receives customized implementation which includes active tax and cost efficient portfolio management. The Client may impose modest restrictions regarding investment in certain securities. The firm provides continuous monitoring and management of the investment vehicles chosen to implement portfolio strategies. As necessary, Client portfolios are rebalanced or policies and strategies are modified if circumstances or Client objectives dictate. In addition to statements received from qualified custodians, Clients receive quarterly detailed written reports from QWA with respect to their investment portfolio. As requested, Clients may receive preliminary tax information (e.g. realized and unrealized gains/losses, interest and dividends received) to facilitate tax planning. Prior to engaging QWA to provide investment advisory services, the Client will be required to enter into an Investment Advisory Agreement with QWA setting forth the terms and conditions of the engagement, describing the scope of the services to be provided, and the portion of the fee, if any, that is due from the Client prior to QWA commencing services. A Client may terminate its investment advisory agreement upon written or verbal notice to QWA and is effective upon receipt. Upon termination, fees paid in advance will be prorated and any unearned portion thereof will be returned to the Client. The refund will be calculated based on the number of days remaining in the billing period after the date of termination. Fees paid in arrears will be pro-rated and any earned portion thereof will be due to QWA. The fee will be calculated based on the number of days during the billing period that the account was managed before the date of termination. Advisor will assist Clients with appointment of a qualified custodian to hold Client funds and securities. Advisor shall never hold Client funds or securities and shall be deemed to have custody solely because of its authority to deduct fees. Advisory recommendations are based on the Client’s financial situation at the time the services are provided and are based on financial information disclosed by the Client to Advisor. Clients are advised that certain assumptions may be made with respect to interest and inflation rates and the use of past trends and performance of the market and economy. Past performance is in no way an indication of future performance. Further, Clients are advised that asset allocation does not assure profit or protect against loss in declining markets. As the Client’s financial situation, goals, objectives or needs change, the Client must notify QWA promptly.