Firm Description: LeJeune Puetz Investment Counsel LLC (“LeJeune Puetz” or “LPIC”) had its beginnings in 1988 when Dennis LeJeune began providing investment services to clients as a fee-only investment advisor. LeJeune Puetz Investment Counsel LLC was officially formed in 1997 when John Puetz was admitted as a member/partner. As an independent advisor, LeJeune Puetz Investment Counsel LLC is able to remain objective in its investment advice. We provide investment advisory services to individuals, trusts, foundations, and corporations by creating customized portfolios based on each client’s needs. Portfolios are structured to meet each client's standards for income, safety, and liquidity. We are able to maintain long-term relationships with clients as a result of incorporating each investor's unique circumstances into an investment plan. Currently, John Puetz is the sole owner and portfolio manager for LeJeune Puetz Investment Counsel LLC. Types of Advisory Services: LeJeune Puetz Investment Counsel LLC supervises and manages clients’ investment portfolios as we assist them in reaching their investment objectives. We customize each client’s portfolio in a manner designed to achieve their investment goals within their time horizons while considering their risk levels. We utilize securities such as individual stocks, government, corporate, and municipal bonds, exchange traded funds, money markets, mutual funds, etc. to meet these objectives. Tailored Relationships: LeJeune Puetz Investment Counsel LLC endeavors to customize each client’s portfolio based on his/her stated needs and desires. In our initial meeting, we establish the criteria for investing. After determining the appropriate asset allocation and risk tolerance, we construct each client’s portfolio by selecting various securities to meet these goals. In the case of a client expressing a moral

objection to certain investments (for example, tobacco companies), we will avoid these investments whenever possible for that specific client. All clients give LPIC discretion to place trades without obtaining the client's specific consent. At a client's request, LPIC will hold off on placing a trade until speaking with the client. However, LPIC uses this discretion to place trades during unusual events (such as a dramatic market downturn) if the client cannot be reached. When the client grants LeJeune Puetz Investment Counsel LLC discretion, we are responsible for the major investment decisions, including: determining the appropriate security, the amount to be bought or sold, and the broker or dealer to be used for the transaction. In general, the securities and amounts purchased or sold will be determined based on client asset allocation and investment suitability. The broker or dealer used will be selected based on best execution with respect to speed, accuracy and costs. Consulting Services: LeJeune Puetz Investment Counsel LLC provides investment advice to clients who do not wish to establish an ongoing relationship or may have a situation that does not warrant ongoing investment advice. This includes advice on only an isolated area(s) of concern such as estate planning, retirement planning, or any other specific topic. We also provide specific consultation and administrative services regarding investment and financial concerns of the client. Consulting recommendations are not limited to any specific product or service offered by a broker-dealer or insurance company. All recommendations are of a generic nature. Managed Assets: LeJeune Puetz Investment Counsel LLC has the following assets under management as of December 31, 2022: Discretionary Basis $342,044,742 392,327,000 Non-Discretionary Basis $ 0 Total Assets under Management $342,042,742