Notice of Retirement and Office Closure

Arrowhead Asset Management
Ralph (Rocky) Boschert
Registered Investment Advisor

1) As of May 31, 2026: Quarterly Advisor Fees No Longer Assessed on all Client Accounts

2) As of August 31, 2026: All Client Accounts Removed from Fidelity IWS Trading Platform

3) As of August 31, 2026: All Clients Referred to New Advisor (or “Fidelity retail services”)

Thank you for your decades of faith and trust in our uniquely personal investment services!