A. Description of the Advisory Firm This firm has been in business since May 29, 2009, and the principal owner is Chad A. Slagle. The firm is currently registered as an investment adviser with US Securities and Exchange Commission. The firm’s main office is at 419 St. Louis St., Edwardsville, IL 62025. The firm also has offices in Jacksonville, IL, St. Louis, MO, Springfield, IL, Bloomington, IL, Champaign, IL, Panama City Beach, FL, Miramar Beach, FL, Fort Myers, FL, and Fort Walton Beach, FL. B. Types of Advisory Services Slagle Financial, LLC (hereinafter “SF”) offers the following services to advisory clients: Investment Supervisory Services SF offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. SF starts by assessing a client’s current situation (income, tax levels, and risk tolerance levels) and current investments, and then constructs a plan (documented in the Investment Policy Statement) to aid in the selection of a portfolio that is appropriate for each client’s specific situation. Investment Supervisory Services may include, but are not limited to, the following: • Investment strategy • Personal investment policy • Asset allocation • Asset selection • Risk tolerance • Regular portfolio monitoring SF manages some account internally, and in some cases recommends the use of a third party investment manager. In third party managed engagements, SF not only assists in the selection of the third party manager but provides oversight of the manager as well. Generally, SF will request discretionary authority from clients in order that securities can be selected and transactions can be executed without permission from the client prior to each transaction. Use of Third Party Investment Managers Depending upon the needs of the client, SF may use AE Wealth Management, LLC as a third-party money manager. In these cases, the third party manager will provide model portfolios and assume responsibility for rebalancing and weighting clients’ accounts, and SF will provide client assistance and manager oversight. Before selecting other advisors for clients, SF will require those other advisors to be properly registered as an investment advisor under their applicable jurisdiction. Funds managed by third party managers are held at either Fidelity or Charles Schwab & Company, and neither the third party manger nor SF will have custody of client funds or securities. Financial Planning SF offers financial planning as part of some investment management engagements, but also offers financial planning on a stand alone basis. Plans are based on the individual goals, objectives, time horizon, and risk tolerance of each client. The scope of a plan engagement will vary, and plans may include but are not limited

to:
• Investment strategy • Personal investment policy
• Asset allocation suggestions • Asset review and recommendations In addition to investment related financial planning, SF will also offer general financial planning advice on: Estate planning – a review of current estate plans and/or the creating of a new plan taking into account the client’s wishes, tax concerns, and asset transference issues. Income/Retirement Planning – a review of current income and retirement plans and vehicles with suggestions for improving existing situations or the creation of a new income/retirement plan based on client’s situation and risk tolerance levels. Tax Planning - a review of client’s current tax situation and finding ways to minimize taxes. The planning process generally includes an information gathering session which may involve one to three appointments with the client depending on complexity followed by either one or two meetings for delivery of the plan. C. Client Tailored Services and Client Imposed Restrictions Regardless of services provided, each service is tailored to the individual needs of a particular client through an assessment conducted prior to the engagement. Clients may impose restrictions related to the level of discretion granted, the types of investments used, etc. Terms of an actual engagement, including description of services, limitations, restrictions, etc. are all detailed before an engagement begins in a client agreement. Because SF is a registered investment adviser, we are required to meet certain fiduciary standards when providing investment advice to clients. Additionally, when we provide investment advice related to a retirement plan account or an individual retirement account, we are considered fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. As such, we are required to act in your best interest and not put our interest ahead of yours, even though our compensation creates some conflicts with your interests in that the more you have us manage, the more we can earn. Our clients however are under no obligation to use services recommended by our associated persons. Furthermore, we believe that our recommendations are in the best interests of our clients and are consistent with our clients’ needs. D. Wrap Fee Programs SF does not sponsor or participate in any wrap fee programs. However, third party managers recommended by SF may offer wrap fee options, and where applicable, details will be provided about such options prior to engaging the particular manger. E. Amounts Under Management SF has the following assets under management: Discretionary Amounts: Non-discretionary Amounts: Date Calculated: $ 267,967,864 $0.00 12/31/2023