Firm Description & Principals. Fama Fiduciary Wealth LLC is a New York Limited Liability Company. It was originally founded as a sole proprietorship in 2001 under the name “Andrew J. Fama Asset Management”. In 2007, we became a Limited Liability Company (LLC) amending our name to “Andrew J. Fama Asset Management, LLC”. On May 16, 2012, the firm name was changed to “Dimensional Wealth Management LLC” via state filing in NY. On January 17, 2013, the firm name was changed to “Fama Fiduciary Wealth LLC” (hereinafter, the “Firm”) via state filing in New York. On November 4, 2013, an application for registration with the Securities and Exchange Commission (SEC) was filed. On December 14, 2013, the SEC application was accepted. The owner, principal, and sole member of the Firm is Andrew J. Fama. There are no other “related persons” or “management persons”. We are not associated with any intermediate subsidiaries. Real Fiduciary ™ Advisor Affirmation Program (Institute for the Fiduciary Standard): The Firm and its principals have voluntarily subscribed to the “Real Fiduciary™ Practices” published by the Institute for the Fiduciary Standard. Real Fiduciary™ Practices offer a simple code of conduct and outline a commitment to clients of subscribing financial advisors. They seek to clearly articulate what a client can expect to receive from a subscribing financial advisor. These Real Fiduciary™ Practices do not replace our regulatory compliance obligations or duties to clients under relevant laws, rules, or regulations. The Institute for the Fiduciary Standard’s role is limited to publishing the practices as well as maintaining a corresponding register of subscribing financial advisors. You can verify our affirmation of Real Fiduciary™ Practices at www.famawealth.com or at the Institute for the Fiduciary Standard website at www.thefiduciaryinstitute.org. The practices can be found

at https://thefiduciaryinstitute.org/wp-content/uploads/2019/03/Real-Fiduciary- Practices-2019-02-22.pdf. Advisory Services Offered. We provide clients with investment management services with respect to their investment accounts. Our clients are primarily individuals and their families, but we also offer services to trustees, executors, qualified retirement plans, and business entities. We construct portfolios based on our assessment of a client's risk profile, investment objective(s), time horizon, withdrawal or spending needs, account restrictions (if any), and overall financial situation. We assist the client in opening a new account at the custodian. We help prepare the individual account paperwork on the client’s behalf. If applicable, for a new client we facilitate transferring client funds from a prior custodian to the new custodian as instructed by the client. Portfolios generally consist of no-load mutual funds, including index mutual funds, and exchange-traded funds (ETFs). We do not generally recommend or use individual equity or fixed income securities, although some client accounts do hold these. Clients have the right to place reasonable restrictions on the types of investments to be held in the portfolio, provided that such restrictions are stated in writing. We periodically refer clients to an accountant or attorney for development of tax or estate plans. The client’s personal attorney is solely responsible for providing legal advice and documents. The client's personal tax adviser or accountant is solely responsible for any tax or accounting advice. No Wrap Fee Programs. We do not participate in wrap fee programs. Assets Under Management. As of December 31, 2023, Fama Fiduciary Wealth LLC managed $79,446,123 in assets for 59 clients on a discretionary basis. A married couple is considered to be a single client for purposes of this disclosure. “Investment Discretion” is discussed in Item 16 below.