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Charles Schwab, Inc. is the primary firm that we use to custody our client assets. Charles Schwab, LeConte Wealth Management, LLC and the other entities named on this document are separate and unaffiliated firms, and are not responsible for each other’s services or policies. Charles Schwab does not endorse or recommend any advisor and the use of their respective logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by Charles Schwab, members FINRA/SIPC/NFA. Used with permission.