LAST UPDATED • JULY 2026

Disclosures

Transparency, Independence, And Research Standards

SCHIMPF & CO is committed to maintaining transparency regarding its services, research methodology, and professional positioning. These disclosures explain the nature of our work, the limitations of our research materials, and the standards guiding our operations.

SCHIMPF & CO

Regulatory Overview & Scope of Services

01 / Firm Overview

SCHIMPF & CO is an independent research advisory firm focused on market intelligence, economic research, industry analysis, strategic reports, due diligence, and customized research engagements. The Firm provides analytical research and strategic understanding to organizations seeking deeper insight into complex markets, industries, and economic environments. SCHIMPF & CO operates as a research organization and does not function as an investment adviser, broker-dealer, asset manager, or financial institution providing investment products.

02 / Research Services Only

SCHIMPF & CO provides independent research and analytical services only. Our work is designed to help organizations better understand economic trends, industries, markets, and strategic developments. Research materials are intended to support analysis, discussion, and informed decision-making. SCHIMPF & CO does not provide:

EXCLUDED SERVICES

SCHIMPF & CO — REGULATORY DISCLOSURES

Legal Framework & Analytical Practice

3. No Investment Advice Or Recommendations

Information, reports, analysis, and materials published by SCHIMPF & CO should not be interpreted as investment advice, financial advice, or a recommendation to purchase, sell, or hold any security, asset, or financial instrument. Users and clients are responsible for conducting their own independent evaluation and seeking appropriate professional advice where necessary.

4. Research Approach

SCHIMPF & CO develops research using structured analytical frameworks, qualitative evaluation, quantitative information, and publicly available or authorized sources. Research conclusions represent analytical perspectives based on available information at the time of publication. Markets, industries, and economic conditions may change, and previous analysis may not reflect future developments.

These disclosures are maintained in accordance with institutional regulatory standards. For legal inquiries, please contact the compliance department of SCHIMPF & CO.

SCHIMPF & CO. / LEGAL & REGULATORY

Regulatory Disclosures & Information Guidelines

05

Information Accuracy

SCHIMPF & CO strives to provide accurate, thoughtful, and well-researched information. However, the Firm does not guarantee that all information contained within research materials, publications, or website content is complete, current, or free from errors. Users should independently verify information before making decisions based on any research material.

06

External Sources

SCHIMPF & CO research may reference publicly available information, third-party data, industry sources, and external materials. While reasonable efforts are made to use reliable sources, SCHIMPF & CO is not responsible for the accuracy, availability, or completeness of third-party information.

SCHIMPF & CO. / LEGAL DISCLOSURES

Institutional Regulatory Charter

The following frameworks detail our professional research standards, independent engagement parameters, and strict compliance structures.

SECTION 07

Advisory And Research Engagements

Research engagements provided by SCHIMPF & CO are developed according to individual client requirements and agreed project scopes. Deliverables, methodologies, timelines, and access permissions may vary depending on the nature of each engagement. Client materials, research outputs, and confidential information are handled according to applicable confidentiality agreements and professional standards.

SECTION 08

Independence And Objectivity

SCHIMPF & CO maintains an independent research approach focused on analytical integrity and objective evaluation. The Firm seeks to minimize conflicts of interest and maintain clear separation between research activities and external commercial considerations.

REGULATORY DISCLOSURES

Terms of Use & Platform Disclaimers

Please review the following formal terms governing digital communication, content accuracy, and secure portal access with SCHIMPF & CO.

9. Website And Digital Content

The SCHIMPF & CO website provides general information regarding the Firm, its services, research capabilities, and publications. Website content does not constitute professional advice, investment guidance, or a substitute for independent research and evaluation.

10. Client Portal Access

SCHIMPF & CO may provide authorized clients with access to private research materials, documents, and resources through a secure client portal. Access is limited to authorized users. Client portal materials may contain confidential information and may not be redistributed, reproduced, or shared without prior authorization.

SCHIMPF & CO • LEGAL DISCLOSURES

Terms & Regulatory Disclosures

11. Limitation Of Liability

To the fullest extent permitted by applicable law, SCHIMPF & CO shall not be responsible for losses, damages, or decisions arising from reliance on website content, research materials, publications, or analytical perspectives.

12. Contact SCHIMPF & CO

For questions regarding these disclosures, research practices, or firm operations, please contact SCHIMPF & CO at info@schimpfcapital.com.

SCHIMPF & CO

SCHIMPF & CO is an independent research advisory firm. The Firm provides research and analytical services only and does not provide investment advice, manage assets, or make investment decisions on behalf of clients.