Jeremiah Stephen

State Farm Investment Management Corp. Brochure Supplement (Part 2B of Form ADV) This Brochure Supplement provides information about the Investment Adviser Representative that supplements the State Farm Investment Management Corp. ("SFIMC") Wrap Fee Program Brochure. You should have received a copy of that brochure. If you did not receive the brochure or if you have any questions about the contents of this supplement, please contact the Investment Adviser Representative. Investment Adviser Representative Jeremiah Stephen jeremiah.stephen.ylga@statefarm.com 4800 NW Camas Meadows Dr Ste 210 Camas, WA 98607 Phone: 360-695-4408 Additional information about Jeremiah Stephen is available on the SEC’s website at www.adviserinfo.sec.gov. 2/25/2026 State Farm Investment Management Corp. One State Farm Plaza Bloomington, IL 61710-0001 Ph. 833-919-1059 Educational Background and Business Experience Name and Year of Birth: Jeremiah Stephen, 1972 Education: Bachelor of Science, Linfield College Designations: *ChFC® Business Experience[1]: STATE FARM VP MANAGEMENT CORP. – REGISTERED REPRESENTATIVE 02/2026 - PRESENT STATE FARM INVESTMENT MANAGEMENT CORP – INVESTMENT ADVISER REPRESENTATIVE 02/2026 - PRESENT JEREMIAH STEPHEN INSURANCE AGENCY – OWNER/OPERATOR 08/2018 - PRESENT CREDIT SERVICES UNLIMITED, LLC – PRESIDENT 02/2000 - PRESENT STATE FARM VP MANAGEMENT CORP. – REGISTERED REPRESENTATIVE 10/2021 - 10/2022 [1] SFIMC began offering Advisory Services in 2024. An IAR may have been registered with SFIMC prior to Advisory Services being offered. Disciplinary Information Jeremiah Stephen does not have any material disciplinary history to disclose. Other Business Activities Other Investment Related Business Activities: Jeremiah Stephen is a registered representative of State Farm VP Management Corp. ("SFVPMC"), a registered broker-dealer firm that is a wholly-owned subsidiary of SFIMC. As a registered representative, the IAR sells securities through SFVPMC and receives commissions as a result of such transactions. The IAR also receives other compensation such as trailing commission and credit toward an incentive program. To the extent a customer does elect to open a brokerage account through SFVPMC, a principal of SFVPMC reviews the IAR’s recommendation to ensure that the product is in the best interest of the customer. Jeremiah Stephen is licensed as an insurance agent for one or more of the State Farm insurance companies and may recommend a customer purchase an insurance policy issued by one or more of the State Farm insurance companies. When Jeremiah Stephen acts as an insurance agent, they may offer fixed annuities and life insurance products for commissions, bonuses or other compensation. The appropriate State Farm insurance company will compensate the insurance agent if the customer purchases the insurance policy. Any recommendation to purchase an insurance policy will be made in their capacity as an insurance agent of a State Farm insurance company. Jeremiah Stephen is also a sub-agent for SF GFA, LLC ("SF GFA"), an affiliated company of State Farm, and markets or solicits bank deposit products and business products issued by third-party U.S. commercial banks. The IAR receives compensation from SF GFA after the customer opens an account. Any recommendation to purchase bank products will be made in their capacity as a sub-agent of a SF GFA. Jeremiah Stephen is also a sub-agent for Insurance Placement Services, Inc. ("IPSI"), an affiliated company of State Farm, and markets and services third-party insurance products. The IAR receives compensation from IPSI after a policy is issued. The above practices give Jeremiah Stephen an incentive to recommend investment products based on the compensation received, rather than on your needs. You are under no obligation to buy or sell securities through IAR. Neither SFIMC, nor any of its affiliated companies, are involved with the following investment related business activity(s). Business name: Stephen Real Estate Group, LLC Nature of Business: Service Industry Business name: NW Real Estate Group, LLC Nature of Business: Investment or Commercial Property Other Non-Investment Related Business Activities: Jeremiah Stephen does not have any non-investment related business activities which provide a substantial source of income or involves a substantial amount of time. Additional Compensation Jeremiah Stephen may be eligible for monetary or non-monetary incentives programs for meeting certain overall production levels during the year. Not all IARs will qualify for the incentives. Supervision SFIMC has reasonable policies and procedures, software systems, and other controls that seek to ensure that the advice provided by it’s IAR to customers is done in accordance with the customer’s investment guidelines, contractual obligations, and applicable laws and regulations. SFIMC monitors IAR’s compliance with procedures and performs periodic review and testing of the procedures. Under the IAR Agreement, every IAR has the responsibility to know and comply with SFIMC’s requirements as set forth in the IAR Compliance Manual. Jeremiah Stephen is directly supervised by Myly Baker. If you have a question concerning the activities of this IAR, you can contact IAR’s supervisor by using the contact information below. State Farm Investment Planning Services Attn: Myly Baker, SFIMC Supervisor Phone: 309-994-6902 E-Mail: myly.baker.kk9v@statefarm.com *CHARTERED FINANCIAL CONSULTANT®, ChFC® is a professional designation currently offered and recognized by The American College, Bryn Mawr, Pennsylvania. The ChFC® designation is a voluntary designation; no federal or state law or regulation requires investment adviser representatives to hold a ChFC® designation. To receive the ChFC® designation, an individual must satisfactorily fulfill the following requirements: Š Prerequisites – Three‐years of full‐time, relevant business experience within the five years preceding the awarding of the designation and high school diploma or equivalent. Š Education Requirements – ChFC® candidates must complete eight courses. Š Examination Type – Pass the final examination and agree to comply with The American College Code of Ethics and Procedures. Š Continuing Education – Required