A. OWNERSHIP/ADVISOR HISTORY Milestone Investment Advisors, LLC (“Milestone”) was formed as a Wisconsin company in June 2013 and subsequently registered as an investment adviser with the Securities and Exchange Commission in July 2013. The owners of Milestone are Robert G. Armstrong, Daniel P. Kauper and Angel McClarey. B. ADVISORY SERVICES OFFERED Milestone’s representatives will meet with a client to evaluate the individual client’s investment needs, goals and objectives. After the evaluation, Milestone may recommend one or more of the following services. 1. PORTFOLIO MANAGEMENT SERVICES Milestone provides Portfolio Management Services to clients who wish to have their securities and other assets managed on a continuous basis. Prior to beginning Portfolio Management Services, the client and a Representative of Milestone meet to determine the assets to be supervised by Milestone, to discuss the client's short and long term financial goals and to develop a written investment policy statement designed to document the client's objectives and provide guidance to Milestone's professional staff when making decisions on a client's behalf. As part of its Portfolio Management Services Milestone may recommend to, and assist a client in selecting, one or more third party separate account managers. Due to the significant minimum account size associated with most separate account managers, their use is generally confined to portfolios exceeding a $3 to $5 million threshold. When a separate account manager is selected, Milestone will assist the client in establishing an account with the manager, include client assets placed with the manager in Milestone’s Portfolio Management Service, and monitor the manager’s performance. Client may, depending upon the separate account manager selected, be required to enter into a separate agreement with the manager. Separate account managers have full discretionary authority to purchase and sell securities for the client’s accounts. Milestone does not place any orders in client accounts being managed by a separate account manager. 2. FINANCIAL CONSULTING SERVICES Milestone offers Financial Consulting on a project basis. Project Consulting services are provided, at the discretion of Milestone, to clients who are not Portfolio Management clients of the firm, who need advice about a specific subject, e.g. retirement planning, investment analysis, estate planning. The advice may be one-time in nature or occur at different times as the client's need for such services arise. Information provided by each client is analyzed in relation to the financial objectives expressed by the client and as perceived by Milestone. After Milestone decides upon a strategy or recommendation, the conclusions are conveyed to the client. A written report may or may not be provided. Milestone does not produce comprehensive,

integrated financial plans as part of the Project Consulting service. Milestone’s financial consulting services may also include, as a separate service, locating and recommending a private, outside money manager for a client and periodic discussion with client regarding the performance of the manager. While performing Private Manager Search and Performance Evaluation, no securities commissions generated within the privately managed account will be paid to a Milestone Representative or a Milestone Affiliate. 3. 401(K) RETIREMENT PLAN CONSULTING For 401(k) Retirement Plan accounts, Milestone provides the following Plan Consulting services designed to assist plan Sponsors and/or Trustees with plan design, selection of suitable investments, periodic monitoring of those investments, and general education to plan participants:  Advise, if necessary, plan Sponsors and/or Trustees about the need for a written investment policy statement.  Advise plan Sponsors and/or Trustees of appropriate investment categories for client’s retirement plan.  Advise plan Sponsors and/or Trustees or mutual funds which are consistent with investment categories selected by plan Sponsors.  Periodically monitor performance of the mutual fund choices of the plan Sponsors and/or Trustees and provide periodic advice regarding possible changes to the investment categories or mutual fund selections.  Meet twice a year with plan Sponsors and/or Trustees to discuss investment performance.  Arrange for mutual fund prospectuses to be available to retirement plan participants.  Provide plan Sponsors and/or Trustees with a quarterly report regarding: o performance (quarter, year, three-year, five-year) for each mutual fund selected by plan Sponsors; o performance of comparative benchmarks; and o value of assets in plan.  Meet annually, at a time mutually agreed between Milestone and the Sponsor, in a plan participant group meeting.  Conduct informational/educational group meetings, at the times mutually agreed between Milestone and the Sponsor, with Sponsor’s retirement plan participants at initial installation of the plan regarding: o general investment concepts; o investment performance of selected funds; and o investment strategies appropriate to various investment profiles and objectives. C. TAILORED SERVICES Milestone’s Portfolio Management Services are tailored to the goals of each portfolio. As a result, Milestone allows clients to impose restrictions on investing in certain securities or types of securities. D. WRAP PROGRAM Milestone does not sponsor a wrap program. This section is not applicable. E. CLIENT ASSETS MANAGED As of December 31, 2023, Milestone manages $710,296,896 in discretionary assets and $72,279,102 in non-discretionary assets.