Days to Long Term Report Notes

This section includes additional notes and legal statements pertaining to data included in the Days to Long Term Report.

Notes

• We do not provide tax advice and have no liability whatsoever for any information or calculations provided in the supplemental report. The report is solely an illustrative tool designed to provide general estimates only. You must consult your own attorney or tax advisor to determine how to manage your investments for tax efficiency and in order to comply with tax laws.

• We do not provide any warranty, expressed or implied, regarding the accuracy of the data or calculations in the supplemental report. We do not warrant that the supplemental report will be updated to reflect changes in tax laws. We do not warrant that the assumptions in the supplemental report are accurate for your particular circumstances.

• This supplemental report should not be used to determine your tax bill.