PRIVACY POLICY NOTICE

Last Updated: 10/15/2026

Stewardship Financial SC (referred to as "we," "us," or "our") is committed to maintaining the confidentiality, integrity,

and security of the personal and financial information entrusted to us by our current, prospective, and former

clients. This Privacy Policy explains how we collect, share, protect, and use your nonpublic personal information

("Personal Information") in connection with our financial planning, investment advisory services, and your use of

our website, www.stewardshipfinancialsc.com.

1. INFORMATION WE COLLECT

  • Information you provide to us: This includes information from applications, questionnaires, new account forms, or other sheets you fill out (such as your name, address, Social Security number, date of birth, assets, income, employment details, investment objectives, and financial accounts).

  • Information about your transactions: This includes information about your transactions with us, our affiliates, or others (such as account balances, trading history, fee payments, and custodian communications).

  • Information from third parties: This includes information from consumer reporting agencies, custodians, or other financial institutions with which you have a relationship, to verify your identity or process transactions.

  • Website usage data: When you visit our website, we may collect technical data such as your IP address, browser type, and cookies to analyze site traffic and improve user experience.

2. HOW WE USE YOUR INFORMATION

  • Opening, maintaining, and servicing your financial accounts.

  • Processing financial transactions and executing investment strategies on your behalf.

  • Assessing your financial needs and offering tailored advisory recommendations.

  • Complying with regulatory obligations, anti-money laundering (AML) laws, and other legal requirements.

3. INFORMATION WE SHARE

  • Service Providers: We may share information with trusted third-party service providers who assist us in managing your accounts (such as qualified custodians, clearing firms, technology brokers, and portfolio accounting software systems). These entities are legally bound by strict confidentiality agreements.

  • Professional Advisers: With your explicit consent, we may share information with your designated legal or tax professionals (such as your CPA or attorney) to coordinate your financial plan.

  • Legal & Regulatory Compliance: We will disclose information when required or permitted by law, such as responding to a subpoena, court order, or regulatory examination by the SEC, FINRA, or state securities

4. OPT-OUT PROVISIONS

Because we do not share your nonpublic personal information with nonaffiliated third parties for marketing purposes or outside of the exceptions allowed by law, an "opt-out" choice is not required under Regulation S-P.

Should our policy change in the future, we will provide you with a revised notice and an opportunity to opt out before any information is shared.

5. HOW WE PROTECT YOUR INFORMATION

We maintain rigorous physical, electronic, and procedural safeguards that comply with federal and state standards to protect your Personal Information. We restrict access to authorized personnel and utilize

industry-standard encryption, firewalls, secure client portals, and multi-factor authentication (MFA).

6. CONTACT US

Stewardship Financial SC
Garry Tapler
P.O Box 416 Gilbert, SC 29054
864.423.1590
gtapler@stewardshipfinancialsc.com

PRIVACY ADDENDUM

States with Explicit Constitutional or General Privacy Rights (AK, HI, IL, LA, MT, SC, WA)

These states protect privacy as an explicit or highly protected right. Financial advisors operating in these jurisdictions are held to elevated fiduciary obligations concerning data retention, disposal, and protection from unauthorized third-party access.