PRISM™ Risk Analysis Disclosure

About PRISM™

PRISM™ (Portfolio Risk Inspection SysteM) is StratiFi's proprietary risk analysis tool that evaluates portfolios across four risk dimensions: volatility, correlation, concentrated stock risk, and tail-event risk. Risk scores are presented on a scale of 1-10, with 1 representing minimal risk and 10 representing maximum risk.

Important Disclaimers

This report is for informational purposes only and does not constitute investment advice. StratiFi is not a registered investment advisor and does not provide personalized investment recommendations. The information in this report should not be relied upon as the primary basis for investment decisions.

Hypothetical Information: All projections and scenarios in this report are hypothetical in nature, based on mathematical models and historical data. They do not reflect actual investment results and are not guarantees of future performance. Actual results may differ materially from any projections shown.

No Guarantee of Accuracy: While PRISM™ uses data from sources believed to be reliable, StratiFi makes no representations or warranties regarding the accuracy, completeness, or timeliness of the information provided. Risk scores and analysis may change as methodologies are updated without notice.

Limitations

• PRISM™ cannot predict future market events or guarantee investment outcomes
• Risk scores may not capture all factors that could affect portfolio performance
• Past performance, whether actual or hypothetical, does not indicate future results
• The analysis does not account for individual tax situations or transaction costs
• Technology limitations may affect data processing or system availability

Your Responsibilities

Investment decisions should only be made in consultation with qualified financial advisors who understand your complete financial situation, goals, and risk tolerance. You are solely responsible for:

• Conducting independent due diligence on any investments
• Assessing whether strategies align with your personal objectives
• Understanding all risks associated with investing, including potential loss of principal

Risk Disclosure

All investing involves risk, including the possible loss of principal. Portfolios may experience volatility, and there can be no assurance that any investment strategy will be successful. Investors should be prepared to bear investment losses.

Limitation of Liability

To the maximum extent permitted by law, StratiFi shall not be liable for any investment losses or damages arising from the use of this report or PRISM™. This report is provided "as is" without warranties of any kind, either express or implied.

Proprietary Information

PRISM™ and its underlying methodology are proprietary to StratiFi. All rights reserved. This report may not be reproduced or redistributed without written permission.