Covestor

Important Information

1. Past performance is no guarantee of future results.
2. Performance of a Personal Track Record is calculated by Covestor on a daily time-weighted basis of equity positions in the account provided by the member. It is exclusive of any commissions, fees, and cash in the portfolio.
3. Personal Track Record returns are calculated by Covestor on a daily time-weighted basis of equity positions plus cash in the account provided by the member. It is exclusive of any commissions and fees in the portfolio.
4. Month to Date returns and Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
5. All graph data is as of the end of day for the referenced period, unless otherwise specified.
6. Benchmark returns are calculated by Covestor using a time-weighted calculation of daily index valuations and do not include cash or transaction costs.
7. All Personal Track Record information including personal data, profiles, strategies, commentary, and historical results outside of Covestor has been provided by the Member. Covestor makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Covestor.