A. FIRM DESCRIPTION Iliad Wealth Solutions, LLC (“IWS” or the “Firm”) is an investment advisory firm organized as a limited liability company formed under the laws of Arizona and founded on July 8, 2021. The firm has been in business since July 22, 2021, and has been registered as an Investment Adviser since November 4, 2021. The principal office of IWS is in Phoenix, Arizona. The Firm is solely owned by Joshua C. Miller. Mr. Miller is also the Chief Compliance Officer. B. TYPES OF ADVISORY SERVICES IWS provides investment advisory services, including financial planning, investment management and retirement income solutions for a variety of account types including employer sponsored defined contribution accounts, individual retirement accounts and taxable accounts. Investment Management Services We help individuals develop a strategy to help them reach their investment and retirement goals. We believe that clients are best suited with a blended portfolio which includes both a buy and hold portion and a strategic allocation for active investment customized to our clients’ require changes to their financial situation. We understand that not all clients with the same risk tolerance have the same needs. We utilize an in-depth client interview process combined with investment policy statement and Riskalyze to determine our clients’ individual needs. We then assist the client in implementing our tailored strategy on a discretionary basis. We generally invest our clients in a combination of ETF’s, mutual funds, and individual stocks. Once a client is invested, we periodically review our client’s financial situation and portfolio through regular contact with client. We will meet with our client annually. Selection of Other Advisers We may direct clients to third-party investment advisers. Before recommending other advisers for clients, we will verify that all recommended advisers are properly licensed, notice filed, or exempt in the states where we are recommending the adviser to clients. We participate in the Model Marketplace of Altruist LLC, an SEC- registered investment adviser and affiliate of Altruist Financial LLC. We may assign to client accounts any of the available Altruist LLC- generated portfolios, Third-Party Portfolios, or other portfolios made available through Altruist LLC’s Model Marketplace. All Altruist LLC advisory fees for assigned portfolios are charged directly to client accounts. Retirement Plan Management Services Our retirement plan management service is available to plan sponsors of 401(k)s, profit-sharing, non-qualified deferred compensation, and retirement plans (“Plans”). It is intended for small and mid-sized companies, organizations, endowments, and associations, who may benefit from value- add services such as participant education, professionally managed asset selection and a single point of contact for the sponsor of the plan and its employees. We provide general investment advisory services specifically tailored to the needs of a trustee or other fiduciary, including but not limited to, meeting the definition of “fiduciary” under the Employee Retirement Income Security Act of 1974 (“ERISA”) and the Pension Protection Act of 2006 (PPA). These services are designed to assist Plan Sponsors in meeting their management and fiduciary obligations to the Plan Participants. In such cases, IWS will select a menu of investments to be offered in the Plans. The services associated with the provided menu will include identifying levels of risk, identifying return and liquidity objectives, and establishing an investment policy.

Participants will be able to create a diversified portfolio from the investments provided. Usually, the investment securities consist of funds including, but not limited to, mutual funds and ETFs. We do not have discretion to choose a particular option for participants as these plans are employee-directed. Therefore, we are not responsible for reviewing or changing any participant’s decision to invest in a particular investment option. IWS may also offer, as negotiated, Designated Investment Alternatives, and Qualified Default Investment Alternatives. Plan sponsors (or other Plan fiduciaries or agents) are permitted to impose reasonable restrictions on the underlying assets used in the Investment Options recommended to the Plan. For example, a Plan sponsor (or other Plan fiduciary or agent) may request that securities or types of securities not be purchased, or that such securities be sold. IWS reserves the right, at our sole discretion, to reject any Plan account where unreasonable or overly restrictive conditions are requested. Financial Planning Services We provide our clients with an in-depth analysis of their current financial situation, as well as detailed recommendations relating to the client’s financial goals. These services are provided on a non-discretionary basis. Financial planning services do not involve the active management of client accounts, but instead focus on allocation advice based on client’s overall financial situation. Financial planning can be described as helping individual to determine and set their long-term financial goals through investments, tax planning, asset allocation, risk management, retirement planning, and other areas. The role of the financial planner is to find ways to help the client understand their overall financial situation and help the client set financial objectives. Financial Planning requires multiple and frequent meetings between the Adviser and the client to ensure the accuracy and effectiveness of the plan. Our financial planning service may include a detailed net worth statement, current asset allocation analysis, insurance needs analysis, asset allocation recommendations, and a detailed retirement plan. IWS offers a fixed financial planning option as well as a monthly subscription service option. A detailed description of these services can be found in Item 5. In offering financial planning, a conflict exists between the interests of IWS and the interests of the client. Client always has the right to decide whether to act upon recommendations made by IWS, and, if the client elects to act on any of the recommendations, effect the transaction through the professional of their choosing . C. TAILORED RELATIONSHIPS We tailor our services to the individual needs of the client through the use of a risk analysis questionnaire and the development of a personal profile or for employer sponsored plans, the creation of an Investment Policy Statement. Clients including Plan Sponsors, may ask to impose limiting restrictions in investing in certain securities or types of securities if the restriction allows for us to effectively manage the relationship. D. ASSETS UNDER MANAGEMENT When calculating regulatory assets under management, an Investment Adviser must include the value of any advisory account over which it exercises continuous and regular advisory or management services. As of 12/31/2022, the Firm reports $2,435,262.00 in client assets on a discretionary basis and $ 8,446,274.00 on a non-discretionary basis. E. WRAP FEE PROGRAMS IWS does not offer a wrap fee program.