Stride Investments LLC

Item 5: Fees and Compensation
  Method of Compensation and Fee Schedule
 STRIDE Investments charges fees based on a percentage of assets under management and
 sub-advisor fees.

 ASSET MANAGEMENT WITHOUT SUB-ADVISORS
 When STRIDE Investments offers discretionary or non-discretionary authority without
 electing to utilize a sub-advisor, the annual fee will not exceed 0.90% of the assets under
 management.
 Fees are billed quarterly in advance based on the market value of assets managed on the last
 business day of the immediately preceding quarter. Initial billing for new accounts will also
 include a pro-rated amount from the day the account is opened to the end of the quarter in
 which the account was opened. Quarterly advisory fees will either be deducted from the
 clients' account by the custodian or paid directly by the client. Lower fees for comparable
 services may be available from other sources. Clients may terminate their account within
 five (5) business days of signing the Investment Advisory Agreement for a full refund. Clients
 may terminate advisory services with thirty (30) days written notice. Client shall be given
 thirty (30) days prior written notice of any increase in fees, and client will acknowledge, in
 writing, any agreement of increase in said fees.

                                    STRIDE Investments, LLC

DISCRETIONARY ASSET MANAGEMENT WITH SUB-ADVISORS
When appropriate and in the best interest of individual clients, STRIDE Investments can also
utilize the services of a sub-adviser to manage clients’ investment portfolios. STRIDE
Investments will enter into sub-advisor agreements with other registered investment
advisor firms, under which STRIDE Investments will pay a fee to that firm for investment
management services. When using sub-advisors, the client will not pay additional fees. The
sub-advisors’ fees are included in the fees charged by STRIDE Investments. This creates a
conflict of interest in that there is an economic incentive for STRIDE Investments and its
investment adviser representatives to recommend sub-advisers and/or strategies which
have a lower fee rate or schedule compared to other sub-advisers and/or strategies with a
higher fee rate or schedule because when the lower fee rate or schedule is selected, we
retain a higher portion of the overall fee assessed to the client. STRIDE Investments has
taken steps to manage the conflict of interest arising from its use of sub-advisers with
different fee rates/schedules by implementing policies and procedures to make sub-adviser
recommendations based on the best interest of the client and without regard to the financial
interest of STRIDE Investments.
    SOUND INCOME STRATEGIES, LLC
    STRIDE Investments offers discretionary direct asset management services to advisory
    clients. Fees for these services will be based on a percentage of Assets Under
    Management at a rate that will not exceed 0.90% annually. From time to time, STRIDE
    Investments may also utilize the services of sub-adviser, Sound Income Strategies, LLC,
    to manage clients’ investment portfolios.
    The annual Fee may be negotiable.
    Fees are billed quarterly in advance based on the market value of assets managed on the
    last business day of the immediately preceding quarter. Initial billing for new accounts
    will also include a pro-rated amount from the day the account is opened to the end of the
    quarter in which the account was opened. Quarterly advisory fees deducted from the
    clients' account by the custodian will be reflected in a provided fee invoice as fees are
    withdrawn. Lower fees for comparable services may be available from other sources.
    Clients may terminate their account within five (5) business days of signing the
    Investment Advisory Agreement for a full refund. If cancellation occurs after five (5)
    business days, client will be entitled to a pro rata refund for the days service was not
    provided in the final quarter.
    Clients may terminate advisory services with thirty (30) days written notice. The client
    will be entitled to a pro rata refund for the days service was not provided in the final
    quarter. Client shall be given thirty (30) days prior written notice of any increase in fees,
    and client will acknowledge, in writing, any agreement of increase in said fees.
    POLARIS GREYSTONE FINANCIAL GROUP, LLC
    STRIDE Investments offers discretionary direct asset management services to advisory
    clients. Fees for these services will be based on a percentage of Assets Under
    Management at a rate of .90% annually. From time to time, STRIDE Investments may
    also utilize the services of sub-adviser, Polaris Greystone Financial Group, LLC, to
    manage clients’ investment portfolios.
    The annual Fee may be negotiable. Accounts within the same household may be
    combined for a reduced fee.

                                    STRIDE Investments, LLC

    Fees are billed quarterly in advance based on the market value of assets managed on the
    last business day of the immediately preceding quarter. Initial billing for new accounts
    will also include a pro-rated amount from the day the account is opened to the end of the
    quarter in which the account was opened. Quarterly advisory fees deducted from the
    clients' account by the custodian will be reflected in a provided fee invoice as fees are
    withdrawn. Lower fees for comparable services may be available from other sources.
    Clients may terminate their account within five (5) business days of signing the
    Investment Advisory Agreement for a full refund. If cancellation occurs after five (5)
    business days, client will be entitled to a pro rata refund for the days service was not
    provided in the final quarter.
    Clients may terminate advisory services with thirty (30) days written notice. The
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Item 7: Types of Clients
   Description
  STRIDE Investments generally provides investment advice to individuals, high net worth
  individuals and corporations or business entities.
  Client relationships vary in scope and length of service.
   Account Minimums
  STRIDE Investments does not require a minimum to open an account. Minimums required
  by sub-advisors utilized by STRIDE Investments will be disclosed to the client in a separate
  disclosure at the time the sub-advisor is selected