OWNERSHIP/ADVISORY HISTORY TRUADVICE, LLC is a Florida Limited Liability Company registered as an investment adviser with the Securities and Exchange Commission in 2018. CS Sleight Inc. owns 95% and Christopher Heerlein owns 5%. ASSET MANAGEMENT SERVICES We offer asset management services that involves us providing the client with continuous and ongoing supervision over his or her specified accounts. The client must appoint us as the investment adviser of record on specified accounts (collectively, the “Account”). The Account consists only of separate account(s) held by qualified custodian(s) under the client’s name. The qualified custodians maintain physical custody of all funds and securities of the Account, and the client retains all rights of ownership (e.g., right to withdraw securities or cash, exercise or delegate proxy voting and receive transaction confirmations) of the Account. The Account is managed by us based on the client’s financial situation, investment objectives and risk tolerance. We actively monitor the Account and provide advice regarding buying, selling, reinvesting or holding securities, cash or other investments of the Account. We obtain certain information from the client to determine his or her financial situation and investment objectives. The client will be responsible for notifying us of any updates regarding his or her financial situation, risk tolerance or investment objective and whether the client wishes to impose or modify existing investment restrictions. We are always reasonably available to consult with the client relative to the status of the Account. The client has the ability to impose reasonable restrictions on the management of the accounts, including the ability to instruct us not to purchase certain securities. It is important that the client understands that we manage investments for other clients and may give them advice or take actions for them or for our personal accounts that is different from the advice we provide to the client or actions taken for him or her. We are not obligated to buy, sell or recommend to the client any security or other investment that we may buy, sell or recommend for any other clients or for our own accounts. Conflicts may arise in the allocation of investment opportunities among accounts that we manage. We strive to allocate investment opportunities believed to be appropriate for the account(s) and other accounts advised by us among such accounts equitably and consistent with the best interests of all accounts involved. However, there can be no assurance that a particular investment opportunity that comes to our attention will be allocated in any particular manner. If we obtain material, non-public information about a security or its issuer that we may not lawfully use or disclose, we have absolutely no obligation to disclose the information to any client or use it for any client’s benefit. TRUADVICE, LLC Page 5 ADV Part 2A – 3/13/2023 SUB-ADVISER MANAGEMENT SERVICES As part of our Asset Management Services, we may provide recommendations to the client or exercise discretion to utilize specific Sub-Advisers to manage the client’s Account or a portion of the assets of Account. We have full discretion and authority to contract with, retain, and remove third-party investment money managers providing sub-advisory services with respect to the investment of certain cash, securities and other assets held in Client Accounts. We conduct due diligence on all recommended Sub-Advisers and monitor the performance of the Sub-Advisers with respect to the Sub-Advisers’ management of the designated assets in the Account relative to appropriate peers and/or benchmarks. We will be available to answer any questions the client may have regarding any portion of the client’s Account managed by a Sub- Adviser(s), and we will act as the communication conduit between the client and the Sub- Adviser. If the Sub-Adviser is registered as an investment adviser, a complete description of the Sub-Adviser’s services and fees will be disclosed in the Sub-Adviser’s Form ADV Part 2A that will be provided to

the client. FINANCIAL PLANNING We offer financial planning and consulting services to evaluate a client’s financial situation, goals and risk tolerance. Through a series of personal interviews and/or the use of questionnaires we collect pertinent data, identify goals, objectives, financial problems, and potential solutions. With this information, we tailor the client’s written financial plan or consulting advice to the client’s situation. Our advice may cover any of the following topics: net worth statement; cash flow analysis, tax analysis, insurance analysis; estate planning techniques; retirement projection; 401k review; or other needs as identified during our meetings with the client. Our advice may be verbal or in a written financial plan. The type of service is stated in the financial planning agreement. SEMINARS AND WORKSHOPS We hold seminars and workshops to educate the public on different types of investments and the different services we offer. The seminars are educational in nature and no specific investment or tax advice is given. REFERRALS TO THIRD-PARTY PROFESSIONALS As part of our comprehensive approach to assisting our clients to achieve their financial goals and objectives, upon your request, we will attempt to coordinate our services with your trusted third-party legal, tax, and insurance advisors. Where you have not previously engaged a trusted third-party professional for any of these roles (e.g., attorney, certified public accountant, insurance agent, etc.), we may recommend a provider to you, but only where we believe such recommendations to be in your best interests. We do not receive referral fees or other direct compensation of any kind in connection with these recommendations. You are never obligated to engage any third-party professionals we recommend and do so at your sole discretion and risk. We are not responsible for the acts and omissions of any recommended third parties professionals you elect to engage. TRUADVICE, LLC Page 6 ADV Part 2A – 3/13/2023 TAILOR ADVISORY SERVICES TO INDIVIDUAL NEEDS OF CLIENTS Our advisory services are provided based on the client’s individual needs. This means, for example, that when we provide asset management services, the client is given the ability to impose restrictions on the accounts we manage for him or her, including specific investment selections and sectors. We work with the client on a one-on-one basis through interviews and questionnaires to determine his or her investment objectives and suitability information. Our financial planning services are also provided based on the client’s individual needs. When providing financial planning services, we work with the client on a one-on-one basis through interviews and questionnaires to determine his or her investment objectives and suitability information. We will not enter an investment adviser relationship with a prospective client whose investment objectives may be considered incompatible with our investment philosophy or strategies or where the prospective client seeks to impose unduly restrictive investment guidelines. We may provide recommendations to the client or exercise discretion to utilize specific Sub- adviser(s) (individually “Sub-Adviser” and collectively “Sub-Advisers”) to manage the Account or a portion of the assets of the Account. We will conduct due diligence of any recommended Sub- Adviser and monitor the performance of Sub-Adviser with respect to the Sub-Adviser’s management of the designated assets of the Account relative to appropriate peers and/or benchmarks. We will be available to answer the client’s questions regarding any portion of the Account managed by a Sub-Adviser and will act as the communication conduit between Client and the Sub-Adviser. If the Sub-Adviser is registered as an investment adviser, a complete description of the Sub- Adviser’s services and fees will be disclosed in the Sub-Adviser’s Form ADV Part 2A that will be provided to client. CLIENT ASSETS MANAGED As of February 13, 2023 we managed $936,496,604 in discretionary assets and $2,432,953 in non-discretionary assets.