Website Privacy Notice

1. Scope and relationship to the client privacy notice

This Website Privacy Notice describes how Whitwell & Co., LLC ("Whitwell," "the firm," "we") handles information collected from visitors to and prospects on its website at whitwelladvisors.com.

This notice is separate from, and does not replace, the firm's client privacy notice provided under the Gramm-Leach-Bliley Act and SEC Regulation S-P. That client notice continues to govern the nonpublic personal information the firm collects in connection with client accounts and advisory relationships. Where a person is both a website visitor and a client, the client notice governs information tied to the client account and advisory relationship, and this notice governs general website usage.

2. Information we collect from visitors

• Analytics and usage data. We use Google Analytics and Google Tag Manager to understand how the site is used: pages viewed, referring pages, general interaction and event data, and approximate location, associated with an analytics identifier.
• Device and browser data. Standard technical data such as browser type, operating system, device type, and IP address, as processed by our analytics and hosting providers.
• Cookies and similar technologies. See the table in Section 4.
• Information you submit. Information you provide through website forms, through scheduling a meeting, and through email sign-up. This may include your name, email address, telephone number, and anything else you choose to provide.
• Embedded-media interactions. Certain pages include embedded YouTube videos, configured so that the player, and the related cookies and requests, load only after you click to play.
• Hosting and security data. The site is delivered through a third-party cloud hosting and content-delivery provider, which processes standard request information, such as IP address and browser user agent, to deliver and help secure the site.

3. How we use this information

• To operate, deliver, and secure the website.
• To measure and understand how the site is used, so we can improve its content and performance.
• To respond to inquiries and requests you submit.
• To schedule and manage meetings you request.
• To maintain the security and integrity of the site.

4. Cookies and similar technologies

The cookies below were observed on the site. The analytics cookies (_ga and _ga_0DQW1QLY32) are set on the firm's own domain and are used for Google Analytics. The YouTube cookies are set by youtube.com and, consistent with the click-to-load configuration, are set only after a visitor clicks to play an embedded video. Durations are set by the provider and are approximate; a session cookie expires when you close your browser.

The site does not currently use a cookie banner or on-site cookie preference center. The controls available to you are described in Section 7.

5. Service providers and other third parties

We use the following service providers to operate the site and respond to inquiries. Information may be processed by these providers in connection with the services they provide:

• Cloud hosting and content delivery. A third-party provider that hosts and delivers the website.
• Google (Google Analytics and Google Tag Manager). Website analytics and tag management.
• Google and YouTube. Embedded video. The player loads only after a visitor clicks to play.
• Google (Gmail and Google Workspace). Email delivery and handling.
• Calendly. Meeting scheduling for visitors who request a call.
• ActiveCampaign. General automation and email.

Email created in ActiveCampaign is delivered through Google's mail servers, so Google appears above in more than one role. We do not sell personal information.

6. Retention

We keep the information described in this notice only as long as necessary for the purposes described, and then delete or de-identify it. Google Analytics data is subject to the data-retention period configured in our analytics settings. Information held by our service providers is also subject to those providers' own retention practices.

7. Your choices and rights

• Cookie controls. You can manage or block cookies through your web browser settings. Because the site does not currently offer a cookie banner or preference center, browser settings and the tools below are the controls available today.
• Google Analytics opt-out. You can opt out of Google Analytics across websites by installing the Google Analytics Opt-out Browser Add-on at tools.google.com/dlpage/gaoptout.
• Embedded video. Because embedded YouTube videos load only after you click to play, you can avoid the related YouTube and Google cookies by not clicking to play.
• Browser privacy signals. We honor browser-based privacy controls, such as Global Privacy Control, where required by applicable law.
• State privacy rights. Depending on where you live, you may have rights to access, correct, or delete your information, or to opt out of certain processing. To exercise any such right, contact us using the details below, and we will respond as applicable law requires.
• Contacting us.You can contact the firm about this notice or your information using the details in Section 8.

8. Contact and effective date

Whitwell & Co., LLC
4805 Brisa Way, Bee Cave, Texas 78738
info@whitwelladvisors.com

Effective date: July 16, 2026.

This notice is provided for transparency about the firm's website. It does not create any rights or obligations beyond those required by applicable law.