Headquartered in Lafayette, California, Meridian is an independent investment-advisory firm registered with the SEC under the Investment Advisers Act of 1940 and the Commissioner of Corporations of the State of California.1 Meridian was founded in 2004 and is its principal owner is the Woodall Family 2010 Trust. Meridian offers investment-advisory services to various categories of clients (“you”). Our service is provided on an individualized and confidential basis. Meridian services relate to allocation of assets among different classes, security purchases and sales, portfolio diversification, management of portfolio risk and general financial planning. Asset management is guided by your stated guidelines and objectives and we maintain all managed assets with a qualified custodian. Investment and suitability restrictions (“restrictions”) are at your discretion and these will affect your overall account performance. When managing your assets we generally take these steps:  Your investment guidelines and objectives are identified by assessing your risk tolerance, time horizon, income, net worth, tax situation, education, need for cash flows, investment goals, and resilience to market volatility. We note any restrictions imposed by you. We request that such guidance be focused and specific. We collect this information through meetings, interviews, and a questionnaire;  After analyzing your financial situation and formulating together with you an investment strategy, we implement an investment strategy through combination of investments;  We monitor capital market conditions and changes in your circumstances;  We make adjustments to your assets to reflect significant changes in any or all of the above variables; and  You receive a quarterly report from us detailing asset positions and performance. You may also retain us in a single engagement on a fixed fee or hourly basis to provide you with advice categorized as financial planning. The term financial planning, as used herein, refers to helping you formulate financial goals, and then helping you determine the direction you should take to reach these goals, using your available financial resources. We make recommendations concerning

areas other than securities, such as insurance needs, tax analysis and planning, estate plan review, retirement planning, education funding analysis, mortgage and refinance analysis, opinion on current investment strategy, employee stock option analysis, and other areas which affect your financial affairs but are not necessarily related to securities. Such recommendations do not constitute nor substitute for legal or 1 Registration with the SEC does not imply a certain level of skill or training or that the SEC or other regulator recommends or guarantees the quality of our services. It means that we meet the minimum requirements for registration as an investment advisor. Meridian Investment Counsel Inc. Page 2 accounting advice and you are encouraged to consult with your legal and/or tax adviser on any legal or tax matter. Implementation of the financial plan in a standalone engagement, not incidental to the investment-advisory service, is at your discretion. Follow up services are billed separately at our then current hourly rate. In performing our services to you, Meridian will not verify any information received from you or from your other professionals (i.e., attorney, tax preparer, bookkeeper, etc) and we will rely on you to promptly provide us with any change in your financial situation or investment objectives that would necessitate a revision of your portfolio and/or financial plan. When Meridian provides investment advice to you regarding your investment accounts, including your retirement plan account or individual retirement account, we are fiduciaries within the meaning of certain state and federal laws such as the Employee Retirement Income Security Act (“ERISA”) and/or the Internal Revenue Code and the regulations of the SEC, as applicable. These regulations require Meridian to act in your best interest and not put Meridian’s interests ahead of yours and to follow special provisions. Meridian does not provide advisory services to any wrap fee programs. As of December 31, 2023, Meridian had approximately $486.8 million in assets under management, of which 100 percent were managed on a discretionary basis. We do not manage assets on a non- discretionary basis.