Item 5: Additional Compensation ..........................................................................................................24 Item 6: Supervision .....................................................................................................................................24 Firm Description CPR Investments Inc. (CPR) was formed in 2010 (originally was formed as CPR Investments LLC in 2006 and changed to a corporation in 2010) and is domiciled in the State of Michigan. Charles P. Reinhold is majority owner and Chief Compliance Officer of CPR. Types of Advisory Services CPR Asset Management Services CPR offers discretionary direct asset management services to advisory clients. CPR will offer clients ongoing portfolio management services through determining individual investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, assets allocation, portfolio monitoring and the overall investment program will be based on the above factors. The client will authorize CPR discretionary authority to execute selected investment program transactions as stated within the Investment Advisory Agreement through a limited power of attorney or trading authorization. When deemed appropriate for the client, CPR may engage the use of sub-advisors to manage all or a portion of a clients’ account. Referral Arrangements CPR refers the services of third party money managers to manage client accounts. In such circumstances, CPR receives referral fees from the third party money manager. CPR acts as the liaison between the client and the third party money manager in return for an ongoing portion of the advisory fees charged by the third party money manager. CPR helps the client complete the necessary paperwork of the third party money manager, provides ongoing services to the client, provides the third party money manager with any changes in client status as provided to CPR by the client and review the quarterly statements provided by the third party money manager. CPR will deliver the Form ADV Part 2, Privacy Notice and Disclosure Statement of the third party money manager. Clients placed with third party money managers will be billed in accordance with the third party money manager’s fee schedule which will be disclosed in Item 5 of this brochure. ERISA Plans CPR provides service to qualified retirement plans including 401(k) plans, 403(b) plans, pension and profit-sharing plans, cash balance plans, and deferred compensation plans. CPR may act as a limited 3(21) advisor. As an investment advisor CPR has a fiduciary duty to act in the best interest of the Client. CPR will offer

only the following Non-fiduciary services to the Plan:
• Assist in the education of Plan participants about general investment information and the investment alternatives available to them under the Plan. Client understands CPR’s assistance in education of the Plan participants shall be consistent with and within the scope of the Department of Labor’s definition of investment education (Department of Labor Interpretive Bulletin 96-1). As such, CPR is not providing fiduciary advice as defined by ERISA 3(21)(A)(ii) to the Plan participants. CPR will not provide investment advice concerning the prudence of any investment option or combination of investment options for a particular participant or beneficiary under the Plan.
• Assist in the group enrollment meetings designed to increase retirement plan participation among the employees and investment and financial understanding by the employees. Financial Plan Services Financial planning services are offered to all clients by our Investment Advisor Representatives. The plan provided is comprehensive, and includes a CPR Investments Personal Financial Website, with aggregation of all financial assets and liabilities (linked and automatically updated every 24 hours) to establish the clients net worth, detail of assets and liabilities, retirement planning, college planning, other financial goal planning, insurance needs analysis, cash needs, what-if scenarios, scanning and downloading important documents to be held in a virtual vault. This typically involves an initial meeting with the client that takes about an hour for the initial gathering of data, then another hour to input the data and create the website, with an additional one to two hours to complete and review the website and financial planning with the client. Typically, the time required to complete our comprehensive financial plan is three to four hours. If estate planning is required, that could involve another two to three hours and may necessitate collaboration with the client’s attorney. Al a carte planning is available at the client’s request and the time involved is dependent upon the specific planning requested by the client. Fees for these services are detailed in Item 5 of this brochure. Client Tailored Services and Client Imposed Restrictions The goals and objectives for each client are documented in our client files. Investment strategies are created that reflect the stated goals and objectives. Clients may impose restrictions on investing in certain securities or types of securities. Agreements may not be assigned without written client consent. Wrap Fee Programs CPR does not sponsor any wrap fee programs. Client Assets under Management CPR has the following assets under management: Discretionary Amounts: Non-discretionary Amounts: Date Calculated: $285,419,928 $0 November 30, 2023