2022 Trust Forum Presentations

,9 ,QKHUHQW 5LVNV ± 2SHUDWLRQDO 5LVN

&XVWRGLDQ UHVSRQVLELOLWLHV WR FOLHQWV ‡ 6DIHJXDUG DQG SURWHFW FOLHQWV¶ DVVHWV LQFOXGLQJ FU\SWRDVVHWV DQG SULYDWH NH\V SDVVZRUGV DFFHVV FRGHV WR FU\SWRDVVHWV ‡ (IIHFWLQJ WUDGHV RU WUDQVDFWLRQV RU WUDQVIHUV RI FU\SWRDVVHWV DQG SULYDWH NH\V SDVVZRUGV DFFHVV FRGHV WR FU\SWRDVVHWV ‡ 3URYLGH FOLHQWV ZLWK DQ DFFXUDWH YDOXDWLRQ DQG WLPHO\ DFFRXQWLQJ VWDWHPHQW ƒ (VSHFLDOO\ LI WKH FU\SWRDVVHW LV KHOG LQ D 4XDOLILHG 5HWLUHPHQW 3ODQ RU ,QGLYLGXDO 5HWLUHPHQW $FFRXQW ,5$ ± PXVW PHHW (5,6$ DQG RU ,QWHUQDO 5HYHQXH 6HUYLFHV UHTXLUHPHQWV

,9 ,QKHUHQW 5LVNV ± 8QLTXH 2SHUDWLRQDO 5LVN 8QLTXH $WWULEXWHV &KDUDFWHULVWLFV DQG &KDOOHQJHV LQ 6DIHJXDUGLQJ &U\SWRDVVHWV

‡ /LNH D %HDUHU %RQG ‡ 6WRUDJH ‡ $FFXUDWH 6WDWHPHQWV ‡ ,PPXWDEOH