Important Disclosures

General Information: This report is for informational purposes only and should not be construed as an offer, solicitation, or recommendation to buy or sell any securities. The data presented is based on the information provided by the client and public sources deemed reliable. However, Synergos Advisory LLC does not guarantee the accuracy or completeness of this information.

Performance: Past performance is not indicative of future results. The rebalanced portfolio values presented are based on historical data and do not guarantee any specific outcomes. Investment results will vary based on market conditions, investment selections, and portfolio changes.

Rebalancing and Asset Allocation: The asset allocations and rebalancing recommendations are based on the target allocations provided and the data available at the time of analysis. Allocations are subject to change depending on future market conditions, new investments, or changes in the client’s financial situation.

Risk Considerations: All investments carry risks, including the possible loss of principal. The specific asset classes and securities used in this report are exposed to market, interest rate, and liquidity risks, among others. Clients should be aware of the risks associated with their portfolios and should consult their financial advisor to understand these risks fully.

Estimates and Assumptions: This report includes estimates and assumptions regarding asset returns, valuations, and other factors. While these assumptions are based on available data, they are inherently uncertain and may not accurately reflect actual results.

Tax Considerations: This report does not constitute tax advice. The tax implications of investment decisions will vary depending on individual circumstances. Clients are encouraged to consult their tax advisor for guidance on specific tax issues related to their portfolios.

Regulatory Disclosures: Synergos Advisory LLC is a registered investment adviser with Washington State. Clients should review the Firm’s ADV Part 2 for additional details on fees, services, and regulatory requirements.

No Guarantees: This report is not a guarantee of future performance or investment success. Clients should consider their financial objectives, risk tolerance, and time horizon when making investment decisions. Synergos Advisory LLC is not liable for any investment losses incurred by following the recommendations in this report. There is no guarantee that the algorithm used to generate suggested rebalancing trades will remain error free or will continue to function as intended. Algorithms are inherently subject to limitations and risks, including but not limited to the parameters and logic that are applied by artificial intelligence in the creation of the algorithm code.

Confidentiality: This report contains confidential and proprietary information intended solely for the recipient. Unauthorized distribution or reproduction of this report is prohibited.