Miller Investment Management, LP (MIM) was founded in 1998 by H. Scott Miller. The General Partner of MIM is Miller Investment Management LLC, whose sole member is Strategic Advisors International, Inc., a corporation which is wholly owned by H. Scott Miller. MIM is an SEC-registered investment adviser that provides investment advisory and supervisory services. As reasonably requested by a client, MIM will consult with the client and the client’s professional advisors as to various financial and tax matters, however MIM does not render legal advice and does not offer financial planning, legal, tax or accounting services as a business line. Client asset allocations are established after the client’s risk tolerance, goals and objectives are assessed by MIM. Although not the norm or recommended by MIM, clients may impose restrictions on the size of allocation to a certain asset class, the types of asset classes in which the client is invested, and the nature of the investments used. MIM selects mutual funds, exchange traded funds, active managers and/or specific securities in accordance with the established asset allocation for each client. In general, the active managers selected will be unaffiliated with MIM, however MIM may directly provide active investment management services in regard to certain asset classes for its clients. MIM has created pooled investment entities (“Private Funds”) such as limited liability companies or limited partnerships, which it has made available to its clients if they meet the qualification and investment criteria for such entities and when consistent with the client’s stated investment objectives, tolerance for risk, and liquidity requirements. These Private Funds invest in public securities, private equity and real estate. MIM, or MIM-controlled entities, serve as the general partner, investment adviser and/or manager of these Private Funds. In no case will MIM use its discretionary authority over client accounts, without confirmatory written authorization from its clients, to invest client assets in any entity established by MIM or of which MIM or a related party is a general partner, manager or investment adviser. Most of these Private Funds are currently not accepting new investors. For more details on Private Funds where MIM, or an entity controlled by MIM, serves as the general partner, manager and/or investment adviser see also other sections within this brochure such as Fees and Compensation, Methods of Analysis, Investment Strategies and Risk of Loss, and Other Financial Industry Activities and Affiliations as well as each individual Private Fund’s confidential private offering memorandum or similar documents. With respect to retirement accounts, when MIM recommends investing in one of its Private Funds or provides investment advice regarding a client’s retirement plan account or individual retirement account, MIM is a fiduciary within the meaning of Title I of the Employee Retirement Income Securities Act (“ERISA”) and/or the Internal Revenue Code (“IRC”), as applicable, which are laws governing retirement accounts. The receipt of an advisory fee for making a recommendation creates a conflict of interest under ERISA/IRC with the client’s interests, and as a result MIM operates under a special rule that requires it to act in its client’s best interest and not put its interest ahead of the client’s. For example, if MIM recommends that a client roll over assets from one retirement account to another and MIM will have Firm Brochure | Page 5 increased compensation as a result of that recommendation, MIM has a conflict that requires it to operate under this special rule.

MIM also offers the following pension consulting services for participant directed retirement plans: analysis of provider fees, assistance with developing an investment policy statement for the plan, recommendation of a list of investment options, identifying an investment line-up that meets the diversification guidelines mandated by section 404(c)(1) of the ERISA and industry benchmarking for retirement plans of similar size or type. In providing these services, MIM will not act as, nor assume any of the duties of, a trustee or the plan administrator (as defined in ERISA). MIM will under no circumstance have custody or control of any of the assets of the retirement plan. Although it is not a significant line of business, MIM is a licensed insurance agency and receives commissions on the sale of insurance products purchased by clients through MIM’s advisor who is a licensed insurance broker. For more information about these fees, please see “Performance-Based Fees and Other Compensation” below. Insurance services could be provided by either an affiliated or unaffiliated insurance broker. MIM’s insurance activities are further described in “Other Financial Industry Activities and Affiliations”. MIM’s licensed insurance broker can offer specialized insurance needs analysis and policies in the areas of life insurance, annuities and long-term care insurance planning. MIM requires a BA, BS or comparable degree and business, legal or investment experience (minimum of 5 years) for individuals determining or giving investment advice to clients. MIM’s Investment Strategy Committee (“Committee”) provides valuable guidance to MIM on current and projected market and economic conditions. The Committee also makes recommendations on the positioning of investment portfolios to benefit from those conditions. However, final investment decisions for client accounts are made by the Portfolio Management Committee (see Brochure Supplement). All Investment Strategy Committee members have an ownership interest in MIM. The Committee is made up of the following individuals: Dr. Lawrence Chimerine (year of birth - 1940) - BS, Brooklyn College (1961); Ph.D., Brown University (1965); Founder & President, Radnor International Consulting, 1990 to present; Managing Director, Economic Strategy Institute, 1991 to 1999; Chairman, CEO & Chief Economist, The WEFA Group, 1987 to 1990; Chairman, CEO & Chief Economist, Chase Econometrics, 1979 to 1987. Paul J. Isaac (year of birth - 1950) - BA, Williams College (1972); Portfolio Manager & Principal, Arbiter Partners, LP, 2001 to present; Chief Investment Officer, Cadogan Management, 1999 to 2011; Analyst, SC Fundamental, 1997 to 1999; Managing Director, Mabon Securities, 1991 to 1994. Roy S. Neff (year of birth - 1953) - BS, Massachusetts Institute of Technology (1974); MBA, University of Pennsylvania (1976); Partner, Gamma Capital Advisors, 2002 to 2007; Partner, Gamma Investors, LLC, 2000 to 2002; Co-CEO, BNP Cooper Neff, 1995 to 1999; Managing Partner, Cooper Neff Technologies, 1990 to 1994. Bob R. Peck (year of birth - 1966) - AB, Princeton University (1988); BA, Oxford University (1990); Managing Director, FPR Partners, LP, 2007 to present; Managing Director, The Fremont Group, 2003 to 2007; Manager, Central Investments, LLC, 1998 to 2003; Head of Public Equities, Perot Investments, 1990 to 1998. Firm Brochure | Page 6 MIM does not participate in wrap fee programs. As of 12/31/23, MIM managed $1,747,672,550 on a discretionary basis and $4,627,716,002 on a non- discretionary basis, meaning that MIM advised clients on those assets but did not have discretion over those assets.