Dear Rosalind,

Welcome to Alderbrook Wealth Partners. We are glad to have you as a client, and we're looking forward to a long relationship.

Your account has been established at Bellhaven Trust Co. (account ending ••• 3515), and your advisory agreement is in place as of June 15, 2026. Your assets are being transferred in-kind, and we will confirm when everything has settled. As your account funds, we will put your portfolio to work in the balanced core strategy we discussed.

A few things you can expect from us:

• A fiduciary relationship. We manage your portfolio in your interest, on a discretionary basis, and we disclose any material conflicts.
• Regular reviews. We'll meet at least annually to revisit your goals, and we're reachable in between whenever you need us.
• Clear billing. Your advisory fee follows the standard tiered schedule in your agreement, billed quarterly in arrears.

Your day-to-day contact is Priya on our client service team; Marcus is your advisor. Please reach out any time with questions about statements, transfers, or your plan.

Thank you for your trust.

Warm regards,