Important Information

The following report is a diagnostic tool intended to review your current financial situation and suggest potential planning ideas and concepts that may be of benefit. The purpose of the report is to illustrate how accepted planning principles could potentially help improve your current situation.

This report is based upon information and assumptions provided by you (the client). This report provides broad and general guidelines of certain planning concepts and does not constitute a recommendation of any particular technique. The consolidated report is provided for informational purposes as a courtesy to you. You should consider reviewing your plan annually, unless changes in your personal or financial circumstances require more frequent review. All reports should be reviewed in conjunction with your fact summary and this Disclaimer page.

The term "plan" or "planning," when used within this report, does not imply that a recommendation has been made to implement one or more plans or make a particular investment. Nor does the plan or report provide legal, accounting, financial, tax or other advice. Rather, the report and the illustrations therein provide a summary of certain potential financial strategies. The reports provide projections based on various assumptions and are therefore hypothetical in nature and not guarantees of investment returns. You should consult your tax and/or legal advisors to determine how this general information may apply to your own specific situation and before implementing any transactions and/or strategies concerning your finances since neither Wells Fargo & Company nor its affiliates renders tax or legal advice.

This report is not the official record of your account. However, it has been prepared to assist you with your investment planning and is for information purposes only. Your Wells Fargo Client Statement is the official record of your account. Therefore, if there are any discrepancies between this report and your Client Statement, you should rely on the Client Statement and call your local Relationship Manager if you have any questions. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. This is not a substitute for your own records and the year-end 1099 form. Cost data and acquisition dates provided by you are not verified by Wells Fargo.

This report was prepared with information you provided to Wells Fargo and that of Wells Fargo Bank, N.A. or its affiliates. Product information is provided by eMoney Advisor and is believed to be reliable but is not guaranteed.

Past performance is no guarantee of future performance, and it is important to realize that actual results may differ from the projections contained in this report. The presentation of investment returns set forth in this report does not reflect the deduction of any commissions. Projected valuations and/or rates of return may not take into account surrender charges on products you might own. They will reflect any fees or product charges when entered by the advisor/ representative. Deduction of such charges will result in a lower rate of return. For a complete list of accounts used in this report or if you have more detailed questions related to the content of this report, please contact your advisor.

Tax information is based on information you have provided. Wells Fargo & Company and its affiliates do not provide tax advice. Please consult your legal and/or tax advisors to determine how this information, and any planned tax results may apply to your situation at the time your tax return is filed. Tax laws or regulations are subject to change at any time and can have a substantial impact on your individual situation.

The analysis included in this report could include different planning-based assumptions. Contact your Advisor for further information. All investments involve risks that you will lose value including the amount of your initial investment. Investments that offer the potential for higher rates of return generally involve greater risk of loss. Note: reinvestment transactions that involve selling existing investments may involve transaction costs associated with the sale of those assets as well as transaction costs associated with the purchase of new investments.

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

Foundational Planning PM-09122027-5266673 Advanced Report PM-04232027-6009186.1.8