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FOR ONE ON ONE USE WITH A CLIENT'S FINANCIAL ADVISOR © 2024 Envestnet. All rights reserved. 4 Disclosure The information, analysis, and opinions expressed herein are for general and educational purposes only. Nothing contained in this brochure is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appr opriateness of any investment, nor a solicitation of any type. All investments carry a certain risk, and there is no assurance that an investment will provide positive performance over any period of time. An investor may experience loss of principal. The a sset classes and/or investment strategies described may not be suitable for all investors and investors should consult with an investment advisor to determine the appropriate investment strategy. Investment decisions should always be made based on the investor's specific financial needs and objectives, goals, time horizon and risk tolerance. This material is not meant as a recommendation or endorsement of any specific security or strategy. In providing Values Overlay Services, Envestnet is dependent upon information provided by third -party data providers. Envestnet does not independently verify or guarantee the accuracy, timeliness, or comprehensiveness of such information. The assessments made by third parties are based on data that relates to a company's involvement in a particular product or ESG-related topic, and such data may not cover all of a company's services and practices. The overlay restrictions will only be applied in cases where the information is available, which is limited to a specific universe of securities covered by the third-party data providers. While our tools are designed to help advisors understand and implement the expressed preferences of their clients, this may not be possible in all situations due to inherent limitations on available data and investment options. At the discretion of Envestnet, values category criteria may change. Envestnet will periodically review the criteria and consider whether or not revisions may be appropriate. Envestnet is not affiliated with third party data providers. In providing values overlay services, Envestnet will allow client's account to deviate from client's selected investment strategy, based on the additional reasonable restriction instructions provided by the Client. With the Values Overlay Services, Client's account(s) may not own all holdings that are part of their selected model, and as a consequence, Client's account may experience significant performance differences from the selected investment strategy. In Client chooses an overlay, Envestnet makes no guarantee that the account's performance will be within any range of the selected investment strategy or the strategy's benchmark. The statements herein are based upon the opinions of Envestnet and third party sources. Information obtained from third party resources are believed to be reliable but not guaranteed. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. This material is not being offered to assist any person in making his or her own decisions as to which securities or asset classes to buy, sell, or when to buy or sell. Investors should note that income from investments, if any, may fluctuate and that price or value of securities and investments may increase or decrease. Accordingly, investors may lose some or all of the value of principal initially invested. Past performance is not a guarantee of future results. Neither Envestnet, Envestnet | PMC™ nor its representatives render tax, accounting or legal advice. Any tax statements contained herein are not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. federal, state, or local tax penalties. Taxpayers should always seek advice based on their own particular circumstances from an independent tax advisor. █████████████████ Ì200001R2PCÎ