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Toce Financial Group April 16, 2026 An agreement is ready for your review Final La IAA (Altruist) 2026 The document is ready for your signature. Please sign as soon as you can and reach out if you have any questions.   Contact your sender with any questions.   Review & Sign       Toce Financial Group Advisory services are offered by Toce Financial Group, a registered investment adviser. Altruist and Toce Financial Group are separate and unaffiliated entities. Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. Altruist-branded firms are affiliated and under separate ownership from other named non-Altruist entities. Any non-Altruist branding refers to the investment firms servicing your account(s). © 2026 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232. If you weren't expecting this, contact your advisor.