Trebuchet, established in 2006, provides financial planning and wealth management services to clients. As a registered investment advisor subject to Section 206 of the Advisers Act, Trebuchet acts as a Fiduciary related to the conduct of its investment advisory services. As such Trebuchet has an obligation to act in the best interest of its clients guided by the core fiduciary duties of loyalty and care. We provide personalized financial counseling solutions to assist clients with a wide range of services including asset accumulation, allocation, preservation, growth and transfer. We recognize that each client presents a unique set of circumstances and therefore our services are tailored to match the particular needs of each client. Clients are permitted to impose restrictions on investing in certain securities or types of securities. Depending on the requirements of the client, Trebuchet provides the following consulting services: Asset Accumulation Services Includes advice and consultation for asset accumulation events such as salary, bonus, stock options, retirement plans, sale of a business, gifts, life insurance and inheritance. Provide professional integration of income tax, estate tax, retirement and investment planning. Asset Allocation Services Asset allocation is the way in which you spread your investment portfolio among different asset classes, such as stocks, mutual funds, alternative investments, real estate and bonds. Our services provide clients with personalized advice on the proper asset mix for their investment time frame, goals and tolerance for risk. Asset Preservation Services The protection of assets includes adequate insurance and the use of appropriate legal entities. This service includes a review of the clients need for insurance – life, homeowners, automobile, personal, excess liability and long-term health care insurance. Additionally, we provide advice concerning establishment or maintenance of trust, partnerships and corporations. Asset Growth Services Services include the implementation of a personalized investment strategy including the recommendation of appropriate investment selections. Asset Transfer Services Providing advice to optimize the transfer of assets through appropriate investment vehicles, legal structures, coordination of ownership, beneficiary designation and methods of assets transfer. Rollover to IRA Investors considering rolling over assets from a qualified employer-sponsored retirement plan (“Employer Plan”) to an Individual Retirement Account (“IRA”) should review and consider the advantages and disadvantages of an IRA rollover from their Employer Plan. A plan participant leaving an employer typically has four options (and may engage in a combination of these options): (1) Leave the money in the former employer’s plan, if permitted; (2) Rollover the assets to a new employer’s plan (if available and rollovers are permitted); (3) Rollover Employer Plan assets to an IRA; or, (4) Cash out the Employer Plan assets and pay the required taxes on the distribution. At a minimum, Investors should consider fees and expenses, investment

options, services, penalty-free withdrawals, protection from creditors and legal judgments, required minimum distributions, and employer stock. Trebuchet encourages you to discuss your options and review the above listed considerations with an accountant, third-party administrator, investment advisor to your Employer Plan (if available), or legal counsel, to the extent you consider necessary. By recommending that you rollover your Employer Plan assets to an IRA, Trebuchet and your financial advisor may earn fees based on the terms of your management agreement. In contrast, leaving assets in your Employer Plan or rolling the assets to a plan sponsored by your new employer likely results in little or no compensation to Trebuchet. Trebuchet has an economic incentive to encourage investors to rollover Employer Plan assets into an IRA managed by Trebuchet. Investors face increased fees when they move retirement assets from an Employer Plan to a Rollover IRA account. Even if there are no costs associated with the IRA rollover itself, there will be costs associated with account administration, investment management, or both. In addition to the fees charged by Trebuchet, the underlying investment (mutual fund, ETF, annuity, or other investment) charges a management fee. Custodial and trading fees also apply. Investing in an IRA with Trebuchet will typically be more expensive than an Employer Plan. IRA Rollover Recommendations Effective December 20, 2021 (or such later date as the US Department of Labor (“DOL”) Field Assistance Bulletin 2018-02 ceases to be in effect), for purposes of complying with the DOL’s Prohibited Transaction Exemption 2020-02 (“PTE 2020-02”) where applicable, we are providing the following acknowledgment to you. When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours. Under this special rule’s provisions, we must:
• Meet a professional standard of care when making investment recommendations (give prudent advice);
• Never put our financial interests ahead of yours when making recommendations (give loyal advice);
• Avoid misleading statements about conflicts of interest, fees, and investments;
• Follow policies and procedures designed to ensure that we give advice that is in your best interest;
• Charge no more than is reasonable for our services; and
• Give you basic information about conflicts of interest. Additional resources about IRA Rollovers are available to investors through FINRA’s web site at www.finra.org. The principal owner of Trebuchet is John P. Krolikowski. As of January 23, 2023, non-discretionary regulatory assets under management were approximately $677,043,388.