Silicon Hills Wealth Management, LLC (“Silicon Hills Wealth Management” or “SHWM”) is a Registered Investment Adviser (“Adviser”) which offers financial planning, investment advice, and other financial services to our clients. SHWM is registered through and regulated by the United States Securities and Exchange Commission (“SEC”). SHWM provides investment advice through Investment Adviser Representatives (“Advisor”) associated with us. These individuals are appropriately licensed, qualified, and authorized to provide advisory services on our behalf. In addition, all advisors are required to have commensurate educational and industry experience. Silicon Hills Wealth Management was founded in January 2013 by James Werner and Thomas Brown with Thomas serving as the Managing Member. SHWM provides financial planning, consulting and investment management services to individuals, high net worth individuals, trusts, estates, profit-sharing plans, corporations, and small businesses. At inception, the Adviser’s name was TBJW, LLC DBA Silicon Hills Wealth Management. The Adviser’s name was officially changed in February 2013 to Silicon Hills Wealth Management. At Silicon Hills Wealth Management, we believe being wealthy is a mindset. A customized and holistic approach to financial planning, goal setting, and resource allocation serves as the foundation of our wealth management program. Our client’s financial goals and risk tolerance drive our investment portfolio structure. Our data visualization techniques and fully integrated technology suite allows for collaboration at critical decision points and continuous client education and empowerment. Services SHWM provides financial planning, financial consulting services, and investment management services. SHWM’s focus is on helping you develop and execute plans that are based on your financial needs and objectives. As of December 31, 2022, SHWM managed $238,918,784 on a discretionary basis and $1,785,869 on a non-discretionary basis. Except for certain types of third-party manager engagements or alternative investments described in Item 16 below, accounts are managed on a discretionary basis, which means you have given SHWM the authority to determine the following without your consent:  Securities to be bought or sold for your account  Amount of securities to be bought or sold for your account  Broker-dealer to be used for a purchase or sale of securities for your account  Fees or commissions to be paid to a broker or dealer for your securities transaction. While SHWM may have trading discretion on your account (i.e., placing trades in your account without Silicon Hills Wealth Management, LLC Page 6 of 21 March 2023 ADV Part 2A your approval), SHWM considers trading costs as a factor that we consider in trading. Trading may be required to meet initial allocation targets, after substantial cash deposits that require investment allocation, and/or after a request for a withdrawal that requires liquidation of a position. Additionally, your account may be rebalanced or reallocated periodically in order to reestablish the targeted percentages of your initial asset allocation. You will be responsible for any and all tax consequences resulting from any rebalancing or reallocation of the account. SHWM and its advisors are not tax professionals and do not give tax advice. However, SHWM will work with your tax professionals to assist you with tax planning. You will have the opportunity to meet with SHWM periodically to review the assets in your account. SHWM is available during normal business hours either by telephone, fax, email, or in person by appointment to answer your questions. 1. Financial Planning and Consulting Services SHWM provides comprehensive fee-onlyfinancial planning and consulting services. Our financial planning is a comprehensive relationship which incorporates many different aspects of your financial status into an overall plan that meets your goals and objectives. The financial planning relationship consists of face-to-face meetings and ad hoc meetings with you and/or your other advisors (attorneys, accountants, etc.) as necessary. In performing financial planning services, SHWM typically examines and analyzes your overall financial situation, which may include such issues as taxes, insurance needs, overall debt, credit, business planning, retirement savings and reviewing your current investment program. SHWM is also available to provide you with a review of your existing portfolio. SHWM’s services may focus on all or only one of these areas depending upon the scope of the engagement with you. Other professionals are engaged directly by the client on an as-needed basis. It is our intent to offer a collaborative team of professionals working together for the client’s best interests. Any perceived conflicts of interest will be disclosed upfront with the client in the unlikely event they should occur. It is essential that you provide the information and documentation SHWM requests regarding your income, investments, taxes, insurance, estate plan, etc. SHWM will discuss your investment objectives, needs and goals, but you are obligated to inform SHWM of any changes. SHWM does not verify any information obtained from you, your attorney, accountant or other professionals. SHWM may also provide consulting services directly to corporate sponsors of profit sharing plans. SHWM may assist sponsors in developing, designing and implementing pension and profit sharing plan solutions, which can provide plan participants with opportunities to save and invest in their employer sponsored pension and profit sharing plan. As a consulting service, SHWM may also offer the service of assisting a company to set up and establish a Simple IRA plan, SEP plan, or an individual 401K plan at a custodian. SHWM’s services will be detailed in the Investment Services Consulting Agreement with the sponsor. If you engage SHWM to perform these services, you will receive a written agreement detailing the services, fees, terms and conditions of the relationship. You will also receive this Brochure. If you are deemed to be a Retail Investor, you will also receive a copy of the Form CRS. You may Silicon Hills Wealth Management, LLC Page 7 of 21 March 2023 ADV Part 2A implement your financial plan through any financial organization of your choice. If you choose to implement your recommendations

through us, you will receive and sign an Investment Advisory Agreement that details the services SHWM will provide and the fees SHWM will charge. SHWM obtains information from a wide variety of publicly available sources. SHWM does not have any inside private information about any investments that are recommended. All recommendations developed by SHWM are based upon our professional judgment. SHWM cannot guarantee the results of any of the recommendations. Choosing which advice to follow is your decision. 2. Investment Management Investment management is the professional management of securities (stocks, bonds and other securities) and assets (e.g., real estate) in order to meet your specified investment goals. If you engage SHWM to manage your assets, you will receive our Investment Advisory Agreement which describes what services you will receive and what fees you will be charged. With an Investment Management Account, you engage SHWM to assist you in developing a personalized asset allocation program and custom- tailored portfolio designed to meet your unique investment objectives. The investments in the portfolio account may include mutual funds, stocks, bonds, equity options, futures, etc. The advisors at SHWM will meet with you to discuss your financial circumstances, investment goals and objectives, and to determine your risk tolerance. These advisors will ask you to provide statements summarizing current investments, income and other earnings, recent tax returns, retirement plan information, other assets and liabilities, wills and trusts, insurance policies, and other pertinent information. Based on the information you share with us; these advisors will analyze your situation and recommend an appropriate asset allocation or investment strategy. The advisor’s recommendations and ongoing management are based upon your investment goals and objectives, risk tolerance, and the investment portfolio you have selected. SHWM will monitor the account, trade as necessary, and communicate regularly with you. Your circumstances shall be monitored in quarterly and/or annual account reviews. These reviews will be conducted in person, or by telephone or video conference, based on individual preference. You are obligated to notify SHWM promptly when your financial situation, goals, objectives, or needs change. You shall have the ability to impose reasonable restrictions on the management of your account, including the ability to instruct SHWM not to purchase certain mutual funds, stocks or other securities. These restrictions may be a specific company security, industry sector, asset class, or any other restriction you request. Under certain conditions, securities from outside accounts may be transferred into your advisory account; however, SHWM may recommend that you sell any security if SHWM believes that it is not suitable for the current recommended investment strategy. You are responsible for any taxable events in these instances. 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 not indicative of future results. SHWM will help you open a custodial account(s). The funds in your account will generally be held in a Silicon Hills Wealth Management, LLC Page 8 of 21 March 2023 ADV Part 2A separate account, in your name, at an independent custodian, not with us. SHWM recommends using either Fidelity or Charles Schwab & Co, Inc. for your investment advisory accounts. You will enter into a separate custodial agreement with the custodian. This agreement, among other things, authorizes the custodian to take instructions from SHWM regarding all investment decisions for your account. SHWM will select the securities bought and sold, and the amount to be bought and sold, within the parameters of the objectives and risk tolerance of your account. The custodian will effect transactions, deliver securities, make payments and do what SHWM instructs. You are notified of any purchases or sales through trade confirmations and statements that are provided by the custodian. These statements list the total value of the account at the start of the time period, itemize all transaction activity during the time period, and list the types, amounts, and total value of securities held as of the end of the time period. Your custodial statement may be in either printed or electronic form based upon your preferences. You will at all times maintain full and complete ownership rights to all assets held in your account, including the right to withdraw securities or cash, proxy voting and receiving transaction confirmations. SHWM is available during normal business hours either by telephone, fax, email, or in person by appointment to answer your questions. 3. Separately Managed Accounts (“SMAs”) and Alternative Investments SHWM may determine that it is in your best interest to work with an established Separately Managed Account (“SMA”) Manager or to purchase other alternative investments that are available on the Custodian’s Platform. SHWM will select one or more managers or alternative investment products to diversify your portfolio. The manager and/or alternative investments are selected by matching their investment strategy and risk profile with your risk profile and stated investment needs and objectives. Any managers selected will have the discretion to determine the securities they buy and sell within the account. SHWM does not impose a minimum dollar value on the size of account SHWM will accept, however, the SMA manager or alternative investment issuers may impose a minimum dollar value. SHWM monitors the performance of the selected manager and/or alternative investment and may recommend a change when and if SHWM believes such a change would be in your best interests. You must approve any change before it will be implemented. For alternative investments, there may be a lack of liquidity or no liquidity. Additionally, redemptions in alternative investments, if available, are often at the sole discretion of the Fund Manager. Due to the nature of these programs, each of the managers is obligated to provide you with a separate disclosure document. You should carefully review this document for important and specific program details, including pricing. Any alternative investments will provide an offering document that you should carefully review before investing.