Privacy Policy Effective Date: January 1, 2013

Maintaining your trust and confidence is among our highest priorities. We recognize that protecting the privacy and security of our customers is an important responsibility. That’s why we at Julius Arthur Seibert & Company, LLC want you to understand how we protect your privacy when we collect and use information about you, and the steps that we take to safeguard that information. The Privacy Policy of Julius Arthur Seibert & Company, LLC Julius Arthur Seibert & Company, LLC has adopted this policy with recognition that protecting the privacy and security of the personal information we obtain about our customers is an important responsibility. We also know that you expect us to service you in an accurate and efficient manner. To do so, we must collect and maintain certain personal information about you. We want you to know what information we collect and how we use and safeguard that information. What Information We Collect We collect certain nonpublic personal identifying information about you (such as your name, address, social security number, etc.) from information that you provide on applications or other forms as well as communications (electronic, telephone, written or in person) with you or your authorized representatives (such as your attorney, accountant, etc.). We also collect information about your brokerage accounts and transactions (such as purchases, sales, account balances, inquiries, etc.). What Information We Disclose We do not disclose the nonpublic personal information we collect about our customers to anyone except: (i) in furtherance of our business relationship with them and then only to those persons necessary to effect the transactions and provide the services that they authorize (such as broker- dealers, custodians, independent managers etc.); (ii) to persons assessing our compliance with industry standards (e.g., professional licensing authorities, etc.); (iii) our attorneys, accountants, and auditors; or (iv) as otherwise provided by law. We are permitted by law to disclose the nonpublic personal information about you to governmental agencies and other third parties in certain circumstances (such as third parties that perform administrative or marketing services on our behalf or for joint marketing programs). These third parties are prohibited to use or share the information for any other purpose. If you decide at some point to either terminate our services or become an inactive customer, we will continue to adhere to our privacy policy, as may be amended from time to time. Security of Your Information We restrict access to your nonpublic personal information to those employees who need to know that information to service your account. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your nonpublic personal information. Changes to our Privacy Policy or Relationship with You Our policy about obtaining and disclosing information may change from time to time. We will provide you notice of any material change to this policy before we implement the change. added 11/2/26 Mobile opt-in, SMS Consent, and phone numbers collected for SMS communication purposes will not be shared with any third party or affiliates for marketing purposes. SMS Terms & Conditions 1- SMS Consent Communication: Information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes. 2- Types of SMS Communications: If consent has been given to receive text messages from Julius Arthur Seibert & Company, messages may be received related to the following: • Appointment reminders • Follow-up messages Example: Thank you for reaching out to company’s name. We’ve received your inquiry and are working on a solution. Our team will update you within 24 hours. For any further questions, feel free to reply or contact us at 888-744-5527 3- Message Frequency: Message frequency may vary depending on the type of communication. For example, up to 10 SMS messages per week may be received related to appointments/billing, etc. 4- Potential Fees for SMS Messaging: Standard message and data rates may apply, depending on the carrier's pricing plan. These fees may vary if the message is sent domestically or internationally. 5- Opt-In Method: Opt-in to receive SMS messages from Julius Arthur Seibert & Company can be done in the following ways: They opt-in as a customer 6- Opt-Out Method: Opting out of receiving SMS messages can be done at any time by replying "STOP" to any SMS message received. Alternatively, direct contact can be made to request removal from the messaging list. 7- Help: For any issues, reply with the keyword HELP. Alternatively, help can be obtained directly from us at 888-744-5527. Additional Options: If SMS messages are not desired, the SMS consent box on forms can be left unchecked. 8- Standard Messaging Disclosures: Message and data rates may apply. Opt out at any time by texting "STOP." For assistance, text "HELP" or visit our Privacy Policy and Terms and Conditions page. Message frequency may vary