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Please contact your independent investment advisor ("Investment Advisor") directly for a copy of its disclosure brochure and privacy policy.

Institutional Intelligent Portfolios® is a technology and service platform provided to your Investment Advisor by Schwab Performance Technologies (“SPT”) and used by your Investment Advisor to provide its clients with an automated investment management service. Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, provides custody, trading and support services.

The Sweep Program is offered by Charles Schwab Bank, SSB, member FDIC and an Equal Housing Lender.

SPT, CS&Co and Charles Schwab Bank, SSB are separate companies affiliated as subsidiaries of The Charles Schwab Corporation whose products and services are independent from each other.

Investment Advisor and SPT are independent of each other and are not affiliated with, sponsored by, endorsed by, or supervised by each other. Your relationship is solely with Advisor and not SPT.

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