If you think your statement is wrong or if you need more information about a transfer listed on the statement, call or write to us as soon as you can: Write: Fail to receive an accurate written confirmation of an order or its execution. The trading authority remains the same, and the disbursement authority will continue to include the ability of your advisor to move money from your Account to your accounts of identical registration, whether at Schwab or at other financial institutions, provided that your advisor has not informed Schwab that it has changed this authority. We may receive instructions to pay funds to your account, including wire transfers, transfers sent through an ACH system, and transfers that are processed directly to an account with us. You acknowledge that the price you will pay or receive may vary substantially if your order is larger than the number of shares to which a price quote applies. Schwab will provide you with written confirmation of trades that are executed in your account as required under SEC Rule 10(b)-10. If the Non-Publicly Traded Security is represented by a physical certificate in Schwab's possession, Schwab will transfer the physical certificate to the participant (if so directed by the Trustee or other applicable fiduciary or agent for the plan) or to the Trustee or other applicable fiduciary or agent of the plan, as applicable. You can also access information about your transfers with our online service throughSchwab.com. If arbitration before the AAA is unavailable or impossible for any reason, the parties agree to have a court of competent jurisdiction appoint three (3) arbitrators to resolve any and all disputes or controversies between or among the parties. We are not responsible for determining the purpose or propriety of an instruction we receive from any account holder or for the disposition of payments or deliveries among joint account holders. The Federal Reserve Board and various stock exchanges determine margin loan rules and regulations. Although IBLs are not employees of Schwab, they are registered representatives of Schwab and subject to Schwab policies and procedures. You may direct us to add the Schwab StockBuilder Planto all eligible securities in your account, or you may choose individual securities for automatic dividend reinvestment. You agree that Schwab has no responsibility for such tax reporting and filing, and agree to indemnify and hold us harmless from any consequences, including penalties assessed by the IRS and any other tax authorities, resulting from receipt of such unrelated business taxable income. It is solely your responsibility to ensure that you will, at all times, comply with all applicable laws, obligations and restrictions in each of the jurisdictions in which you purchase and sell securities. You agree that Schwab may rely, without question or verification, on the values provided by the issuers or sponsors of Non-Publicly Traded Securities. To obtain information about SIPC, including an explanatory SIPC brochure, please contact SIPC atwww.sipc.orgor1-202-371-8300. You understand that none of the Information (including Research Reports) available through Schwab's Electronic Services constitutes a recommendation for you or your Account, or solicitation that you should purchase or sell any particular security. Proceeds from the sale of securities will be swept the Business Day following settlement, provided that the securities sold have been received in good deliverable form prior to the Settlement Date. As a brokerage firm, Charles Schwab offers a multitude of investment accounts, but it is also an online. By requesting Schwab to hold a Non-Publicly Traded Security, you represent that you have determined that such Non-Publicly Traded Security has been properly registered under federal and state law as a security or is exempt from such registration. All market data is protected by copyright laws. Your price per share will be the weighted average price of all SCHW shares purchased for Schwab StockBuilder Planparticipants by the buying agent with the funds from a particular eligible cash distribution. Other financial service providers may offer trading services outside of regular market hours that differ significantly from Schwab's extended hours trading sessions. Schwab does not charge transaction fees on purchases and redemptions of shares of certain registered investment companies or commissions on certain exchange-traded products that participate in certain Schwab programs and services. Our failure to insist on strict compliance with the Account Agreement or any other course of conduct on our part shall not be construed as a waiver of our rights under the Account Agreement. If valuations are not received or made available to Schwab during an 18-month period, Schwab reserves the right to require you to remove the Non-Publicly Traded Security from your Schwab statement in the manner described in this Agreement. We will give you as much advance notice of the action to be taken (or not to be taken, as applicable) as is practicable under the circumstances. If you wish to combine communications for additional eligible accounts that are not automatically combined, please contact Schwab. You acknowledge that furnishing the necessary information and documents to Schwab does not constitute an order to buy/sell your restricted/control securities, and that you must place a separate order to buy/sell by telephone or using the Electronic Services. Also, your payment order may be delayed while we check to ensure that sending it to the designated recipient does not violate applicable laws or regulations. Market orders will not be accepted. However, cash-in-lieu, special dividends, interest, and distributions of any kind that are larger than 5% of the share value cannot be automatically reinvested. Schwab considers a number of factors in evaluating execution quality among markets and firms, including execution price and opportunities for price improvement, market depth and order size, the trading characteristics of the security, speed and accuracy of executions, the availability of efficient and reliable order-handling systems, liquidity and automatic execution guarantees, the likelihood of execution when limit orders become marketable, and service levels and the cost of executing orders at a particular market or firm. Day Trading is buying and selling the same security on the same day, excluding: Day Traders are subject to a number of strict requirements. It is calculated for each day by dividing the applicable margin interest rate by 360. Schwab may assign calling teams and specific phone numbers to support certain client groups based on certain factors, which may include asset levels and trading history. Please read this important information carefully. This manual review may result in a delay in execution. IBLs are identifiable by the inclusion of "independent" in their Schwab representative title, signage in their branches, and supporting detail under their "Your Consultant" designation onwww.schwab.com. If there is a restriction on your account(s) at Schwab, your use of the Electronic Services' trading functions will be so restricted with respect to such account(s). You agree to pay all applicable fees, as well as any applicable federal, state and local taxes. You understand and acknowledge that, in cases where the annual federal tax due is more than $500, the IRS requires that quarterly estimated tax payments be made. If a mutual fund declines to accept your order for execution at the price next calculated after our deadline because we did not place the order with the fund by a specified time, Schwab reserves the right, but is not obligated, to place your rejected order with the fund for execution at the price next calculated by the fund after its acceptance of the order.

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