John Hancock Investment Management is a limited liability company founded in 2002 and is an indirect subsidiary of Manulife Financial Corporation (“MFC”), a diversified international management and holding company with interests in companies that are active in, among other things, financial services and insurance. MFC is a publicly traded company based in Toronto, Canada that trades as ‘MFC’ on the Toronto Stock Exchange, New York Stock Exchange (the “NYSE”), and the Philippine Stock Exchange, and under '945' in Hong Kong. John Hancock Investment Management provides discretionary and non-discretionary advice to clients using model portfolios in a variety of investment styles (“Model Portfolios”). John Hancock Investment Management also provides discretionary investment advisory services as a “manager of managers” to certain open-end and closed-end registered investment companies, including exchange-traded funds, in the John Hancock family of funds (together, the “John Hancock Funds”) that are offered to retail investors. This brochure is limited to Model Portfolios services. Description of Investment Advisory Services John Hancock Investment Management provides discretionary and non-discretionary investment advisory services by providing the Model Portfolios to banks, broker-dealers, investment advisers and other financial services firms. John Hancock Investment Management provides non-discretionary security recommendations in the form of model portfolios through its participation in separately managed account programs that are sponsored by non-affiliated broker-dealers, banks and other financial services firms. When John Hancock Investment Management provides the Model Portfolios to another financial services firm that determines when and if to use the Model Portfolios in whole or in part, that firm, and not its clients, is John Hancock Investment Management’s client (“Non-discretionary Accounts”). If you are a client of a financial services firm and your firm has discretion over your account in using the Model Portfolios, you are receiving this brochure for informational purposes only. John Hancock Investment Management is not responsible for overseeing the services provided to you by your financial services firm. When John Hancock Investment Management provides the Model Portfolios to another financial services firm that delegates investment discretion over its clients’ accounts, or a portion of such accounts, to John Hancock Investment Management (“Discretionary Accounts” and together with Non-discretionary Accounts, “Accounts”), then that firm’s clients are also John Hancock Investment Management’s clients. Although John Hancock has discretion to select investments for client portfolios with respect to Discretionary Accounts, John Hancock generally is not responsible for the execution of these transactions. With respect to certain Discretionary Accounts, John Hancock Investment Management selects mutual funds and ETFs for possible inclusion in a Model Portfolio, and Manulife Investment Management (US) LLC (“MIM (US)”), an affiliate of John Hancock Investment Management, recommends allocations of funds and ETFs for a particular Model Portfolio. The mutual funds and ETFs included in the Model Portfolios are selected based on criteria such as convictions in their investment process and investment teams, performance, length of existence, fee structure, and consistency with stated investment objectives. John Hancock Investment Management reviews the mutual funds and ETFs and

the allocations for conformance to a Model Portfolio’s stated objectives. John Hancock Investment Management may, from time to time, make changes to funds and ETFs, and allocations within a Model Portfolio. John Hancock Investment Management may request the construction of a new Model Portfolio. John Hancock Investment Management also evaluates proposed changes to the funds and ETFs in a Model Portfolio, and to the allocations of funds and ETFs for a particular Model Portfolio, and determines whether to approve them. John Hancock Investment Management periodically evaluates the performance of the Model Portfolios and of the affiliate providing recommendations to John Hancock Investment Management. MIM (US) also recommends allocations of funds and ETFs for Model Portfolios delivered to certain Non-Discretionary Accounts that include mutual funds and/or ETFs advised or sub-advised by John Hancock Investment Management or one of its affiliates. In these cases, John Hancock Investment Management and/or its affiliates receive indirect compensation for providing services to the mutual funds and/or ETFs in the form of management and other fees. In addition, John Hancock Investment Management provides compensation to MIM (US) for certain asset allocation services provided by MIM (US) to certain intermediaries with respect to the construction of Model Portfolios that also include John Hancock Funds. With respect to other Discretionary and Non-Discretionary Accounts, John Hancock Investment Management relies upon non-affiliated registered investment advisers (“Non-Affiliated Model Providers”) to provide security selection recommendations. Certain Non-Affiliated Model Providers also serve as sub-advisers to John Hancock Funds for which John Hancock Investment Management serves as an investment adviser. John Hancock Investment Management also manages proprietary accounts that are managed in accordance with the security recommendations provided by each Non-Affiliated Model Provider. The investment recommendations reflected in these Model Portfolios are selected based on criteria such as convictions in their investment process and investment teams, performance, length of existence, fee structure, and consistency with stated investment objectives. John Hancock Investment Management has a committee governance structure that provides oversight of certain of the services John Hancock Investment Management provides to the Model Portfolios. The services overseen by the John Hancock Investment Management committees include investment, operational, legal, compliance and risk oversight. Compliance Support and Oversight John Hancock Investment Management also provides ongoing compliance support and oversight of the Model Portfolios through programs designed to ensure that there are adequate procedures in place to deter, detect, correct, and report on control weaknesses that could potentially result in a violation of Federal securities laws. Wrap Fee Programs John Hancock Investment Management provides discretionary portfolio management services to wrap fee programs. Assets Under Management As of December 31, 2023, John Hancock Investment Management managed approximately $189,588,843,467 of assets on a discretionary basis including closed end funds, Model Portfolios and open-end mutual funds such as Funds of Funds and exchange-traded funds. As of December 31, 2023, John Hancock Investment Management did not manage any assets on a nondiscretionary basis.