LEGACY CANNELL & CO. CLIENTS

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Account Reporting Update

You may notice changes in how your account information is displayed. If you hold alternative investments, those investments will appear on a separate appraisal. Over time, we expect to provide a more fully consolidated view. This is a reporting update only. It does not change how your account is invested or managed. If you have any questions, please contact your Cannell & Spears advisor.

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We are pleased to offer our clients the opportunity to view their account(s) online in a secure environment. You will have been assigned a confidential password, which you can use to access your account(s). You may change your password at any time. The following reports are available to you:

• PORTFOLIO APPRAISAL*

• REALIZED GAINS AND LOSSES**

• PURCHASE AND SALES**

• INCOME AND EXPENSES**
  (NB: Ex-Date on report is incorrect)

*Certain activity (including purchases and sales, dividends, and withholding of taxes on foreign securities) in your account is not reflected in your Portfolio Appraisal until the following business day.

*The price of the securities as stated in your Portfolio Appraisal report are updated daily as of the close of regular market hours.

**Please note that these preliminary reports are as of the dates indicated on the reports.

Tax Information: please click here for the latest information on taxes.