ELECTRONIC COMMUNICATIONS DISCLOSURES

CONFIDENTIAL: Information about you and your accounts is subject to IEQ Capital LLC’s privacy policies (https://ieqcapital.com/privacy). This message, including attachments, is intended solely for the named recipient and may contain proprietary, confidential, and/or privileged information. It is not an offer or solicitation to buy or sell any security. Some content may come from third‑party sources; while believed reliable, it has not been independently verified, and IEQ is not responsible for third‑party errors, omissions, or representations. Nothing herein constitutes investment advice or an offer to provide such advice in any jurisdiction where the sender is not properly licensed or permitted. IEQ and its employees do not provide tax or legal advice. Clients should consult their own legal and tax advisors regarding their circumstances.  To the extent that any new services are offered in this communication, please make sure to review IEQ’s Form CRS available at https://www.adviserinfo.sec.gov/.

This electronic mail transmission is confidential, may be privileged, and should be read or retained only by the intended recipient.

All electronic communications to and from IEQ are monitored and stored, in accordance with regulatory requirements. E-mail transmissions cannot be guaranteed to be secure or error-free. Although we attempt to sweep e-mail and attachments for viruses, we do not guarantee that either are virus-free and accept no liability for any damage sustained as a result of viruses.

If you are an IEQ client, please notify your client service team if there are any changes in your life that could impact our investment advisory services for you; for example, a job change or appointment to a board of directors.

IEQ does not endorse, supervise, or guarantee any independent service provider introduced as a courtesy outside IEQ’s service scope. The client is solely responsible for due diligence and any engagement with such providers. IEQ and its employees receive no compensation related to these introductions; employees may have personal relationships or experience with providers that inform recommendations. Clients should consult counsel as needed. The client agrees to indemnify and hold IEQ harmless from any losses arising from services provided by any independent service provider.

EPIQ Capital Group, LLC (“EPIQ”) is a d/b/a of IEQ Capital, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission. EPIQ is not separately registered; all advisory services are provided by IEQ. For additional information about IEQ, including services and regulatory filings, please see its website or the SEC’s Investment Adviser Public Disclosure (IAPD) website.

Past performance is not indicative of future results.