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Investment Disclaimer

Effective Date: September 26, 2026 • Published by Evercrest Private Bank & Trust Legal & Compliance

## Financial Advice Disclaimer

The materials and calculations provided on this platform do not constitute personalized financial, tax, or legal advice. Investors are encouraged to consult their independent fiduciary counsel.

Corporate Information

Evercrest Bancorp & Trust National Association • Reg: OCC Charter #24819 / FDIC Cert #38491 • 350 Park Avenue, 24th Floor, New York, United States