Page 4 A. Investment Consulting Group, Inc. Investment Consulting Group, Inc. (“ICG” and/or “the firm”) is organized as an Illinois corporation. ICG was founded in 1990 and is owned by Donald R. Stanforth, the firm’s President. B. Advisory Services Offered B.1. Asset Management Services ICG is an independent asset management firm offering a variety of financial services to clients. Such services include: ▪ Assist the client in establishing investment objectives ▪ Asset allocation ▪ Investment manager searches (using primarily, but not limited to, databases purchased from independent sources) ▪ Investment manager selections ▪ Performance measurement and evaluation ▪ Cost containment including transaction expenses ▪ General investment education ICG’s investment advisory services to clients take into account a client's personal financial circumstances, investment objectives and tolerance for risk (e.g., cash-flow, tax and estate). ICG’s engagement with a client will include, as appropriate, the following: ▪ Providing assistance in reviewing the client's current investment portfolio against the client's personal and financial circumstances as disclosed to ICG in response to a questionnaire and/or in discussions with the client and reviewed in meetings with ICG. ▪ Analyzing the client's financial circumstances, investment holdings and strategy, and goals. ▪ Providing assistance in identifying a targeted asset allocation and portfolio design. ▪ Implementing and/or recommending individual equity and fixed income securities, mutual funds and ETFs. ▪ Reporting to the client on a quarterly basis or at some other interval agreed upon with the client, information on contributions and withdrawals in the client's investment portfolio, and the performance of the client's portfolio measured against appropriate benchmarks (including benchmarks selected by the client). ▪ Proposing changes in the client's investment portfolio in consideration of changes in the client's personal circumstances, investment objectives and tolerance for risk, the performance record of any of the client's investments, and/or the performance of any fund retained by the client. Page 5 ▪ If the client’s portfolio and personal circumstances, investment objectives, and tolerance for risk make such advice appropriate, providing recommendations to hedge a client’s portfolio through the use of derivative strategies, to generate additional income through the use of covered call option writing strategies involving exchange listed or OTC options, and/or to monetize or hedge concentrated stock positions. While ICG generally provides its services on a non-discretionary basis, the firm may provide discretionary asset management services if a client prefers. For discretionary asset management services, ICG receives a limited power of attorney to effect securities transactions on behalf of its clients that include securities and strategies described in Item 8 of this brochure. ICG’s discretionary

asset management services are predicated on the client's investment objectives, goals, tolerance for risk, and other personal and financial circumstances. ICG will analyze each client's current investments, investment objectives, goals, age, time horizon, financial circumstances, investment experience, investment restrictions and limitations, and risk tolerance and implement a portfolio consistent with such investment objectives, goals, risk tolerance and related financial circumstances ICG’s objective is to review the client’s tax, financial, and estate planning objectives and goals in connection with the client’s investment objectives, goals, tolerance for risk, and other personal and financial circumstances and make appropriate recommendations and implementation decisions. ICG may engage third-party service providers to assist with the reporting, tax, and estate planning portion of the services provided to clients. In addition, ICG may utilize third-party software to analyze individual security holdings and separate account managers utilized within the client’s portfolio. In addition to providing ICG with information regarding their personal financial circumstances, investment objectives and tolerance for risk, clients are required to provide the firm with any reasonable investment restrictions that should be imposed on the management of their portfolio, and to promptly notify the firm of any changes in such restrictions or in the client's personal financial circumstances, investment objectives, goals and tolerance for risk. On a quarterly basis, ICG’s reports to clients will remind clients of their obligation to inform the firm of any such changes or any restrictions that should be imposed on the management of the client’s account. ICG will also contact clients at least annually to determine whether there have been any changes in a client's personal financial circumstances, investment objectives and tolerance for risk. B.2. Qualified and Non-Qualified Retirement Plan Consulting Services Depending on the needs of the plan, ICG will provide either a third-party review of a plan’s investments and expenses on an ongoing basis, or ICG will provide a third-party review of a plan’s investments and expenses and also provide investment advice and education to the participants of the plan. C. Client-Tailored Services and Client-Imposed Restrictions Each client’s account will be managed on the basis of the client’s financial situation and investment objectives and in accordance with any reasonable restrictions imposed by the client Page 6 on the management of the account—for example, restricting the type or amount of security to be purchased in the portfolio. D. Wrap Fee Programs ICG does not participate in wrap fee programs. (Wrap fee programs offer services for one all- inclusive fee.) E. Client Assets Under Management As of December 31, 2023, ICG managed $2,378,969,762 of non-discretionary assets. Item 5: Fees and Compensation