Creators of About Us Contact Us COD/Disclosure Statements Log-In Issuing Through Us Investing in SimpliCD News & Events About Us Auditors Reports Independent Service Auditor's Reports Auditor's Report 2020 Auditor's Report 2019 Auditor's Report 2018 Auditor's Report 2017 Auditor's Report 2016 Auditor's Report 2015 Auditor's Report 2014 Auditor's Report 2013 Auditor's Report 2012 * CU Investment Solutions (ISI) has an Office of Supervisory Jurisdiction within our office at 700 Washington Street, Suite 202, Columbus, Indiana, 47201. ISI is a member of FINRA and SIPC. ISI's home office is located at 8500 W. 110th St., Suite 650, Overland Park, KS 66210. Who We Are Our Team Safety & Soundness Financials Auditors Reports Need Help? Call Us 1-800-639-0339 We're here to assist you any way possible. Corporate Office 6640 Riverside Drive, Suite 430 Dublin, OH 43017 614-825-9390 Trading Office 700 Washington Street, Suite 202 Columbus, IN 47201 800-639-0339 Home Issuing Through Us Investing in SimpliCD News & Events About Us Contact Us COD/Disclosure Statments Log-In Our Privacy Pledge FAQ Locate a Participating Corporate Partner © 2021 Primary Financial Company LLC. Primary Financial is a registered trademark of Primary Financial Company LLC. SimpliCD is a registered trademark of Primary Financial Company LLC.

Creators of About Us Contact Us COD/Disclosure Statements Log-In Issuing Through Us Investing in SimpliCD News & Events About Us Financials Primary Financial Annual Reports Annual Report 2020 Annual Report 2019 Annual Report 2018 Annual Report 2017 Annual Report 2016 Annual Report 2015 Annual Report 2014 Annual Report 2013 Annual Report 2012 Annual Report 2011 Annual Report 2010 Annual Report 2009 Annual Report 2008 Annual Report 2007 Annual Report 2006 Annual Report 2005 Annual Report 2004 Annual Report 2003 Annual Report 2002 Annual Report 2001 * CU Investment Solutions (ISI) has an Office of Supervisory Jurisdiction within our office at 700 Washington Street, Suite 202, Columbus, Indiana, 47201. ISI is a member of FINRA and SIPC. ISI's home office is located at 8500 W. 110th St., Suite 650, Overland Park, KS 66210. Who We Are Our Team Safety & Soundness Financials Auditors Reports Need Help? Call Us 1-800-639-0339 We're here to assist you any way possible. Corporate Office 6640 Riverside Drive, Suite 430 Dublin, OH 43017 614-825-9390 Trading Office 700 Washington Street, Suite 202 Columbus, IN 47201 800-639-0339 Home Issuing Through Us Investing in SimpliCD News & Events About Us Contact Us COD/Disclosure Statments Log-In Our Privacy Pledge FAQ Locate a Participating Corporate Partner © 2021 Primary Financial Company LLC. Primary Financial is a registered trademark of Primary Financial Company LLC. SimpliCD is a registered trademark of Primary Financial Company LLC.