Common use of Advisory Fee Clause in Contracts

Advisory Fee. (a) Wealthfront specifies the annual fee rate it charges a Client (the “Advisory Fee”) and posts the Advisory Fee on the Client’s Account page on the Site. Fees due shall be calculated by multiplying the Advisory Fee by the net market value of the Account as of the close of trading on the New York Stock Exchange (“NYSE”) (herein, “close of markets”) on such day, or as of the close of markets on the immediately preceding trading day for any day when the NYSE is closed, and then by dividing by 365 (except in any leap year, during which year the amount shall be divided by 366). Except as provided below, the fees due for each calendar month (consisting of the aggregate of the daily fee for each day in that calendar month) shall be due and payable in arrears no later than the tenth business day of the immediately following calendar month. Wealthfront will promptly notify Client of any increase or decrease in the Advisory Fee. An increase in the Advisory Fee will be effective for the Account starting in the next month that begins at least 30 days after Wealthfront sends or posts such notice. A reduction in the Advisory Fee will be effective for the Account starting in the next month following its reduction. i. If Client closes the Account, withdraws the entire balance of the Account, or otherwise terminates this Agreement on any date other than the last business day of the month (except under the circumstances covered by Section 5(b)), Client shall pay any outstanding aggregate daily fees for the period from the day immediately following the last day of the last calendar month for which Client has paid, through the effective date of such withdrawal or termination, as of such effective date. (b) If, for any reason, Wealthfront shall close and liquidate all the positions held in the Account, Client may receive the proceeds of the liquidated portion of the Account, and this Agreement shall terminate. (c) If for any reason there is insufficient cash available in the Account to cover Wealthfront’s fees at the time they are charged and deducted from the Account, Wealthfront, in its sole discretion, may cause Securities in the Account to be liquidated to cover its fees. (d) Wealthfront reserves the right, in its sole discretion, to reduce or waive the Advisory Fee for certain Client Accounts for any period of time determined by Wealthfront. In addition, Client agrees that Wealthfront may waive its fees for the Accounts of Clients other than Client, without notice to Client and without waiving its fees for Client.

Advisory Fee. (a) Wealthfront Fundrise Advisors specifies the annual fee rate it charges a Client (the “Advisory Fee”) and posts the Advisory Fee on the Client’s Account account page on the SitePlatform. Fees due shall be calculated by multiplying the Advisory Fee by the net market value of the Account as account, which shall be determined by aggregating the per-share net asset values of each of the close of trading on the New York Stock Exchange (“NYSE”) (herein, “close of markets”) on such day, or as of the close of markets on the immediately preceding trading day for any day when the NYSE is closedSecurities, and then by dividing by 365 (except in any leap year, during which year the amount shall be divided by 366). Except as provided below, the fees due for each calendar month or quarter (consisting of the aggregate of the daily fee for each day in that calendar monthmonth or quarter) shall be due and payable in arrears no later than the tenth business day of the immediately following calendar monthmonth or quarter. Wealthfront Fundrise Advisors will promptly notify Client of any increase or decrease in the Advisory Fee. An increase in the Advisory Fee will be effective for the Account Plans starting in the next month that begins at least 30 days after Wealthfront Fundrise Advisors sends or posts such notice. A reduction in the Advisory Fee will be effective for the Account Plans starting as of the date specified in the next month following its reductionnotice delivered to Client. i. If Client closes the Account, withdraws the entire balance sells all of the AccountSecurities, or otherwise terminates this Agreement on any date other than the last business day of the month quarter (except under the circumstances covered by Section 5(b)), Client shall pay any outstanding aggregate daily fees for the period from the day immediately following the last day of the last calendar month for which Client has paid, through the effective date of such withdrawal or termination, as of such effective date. (b) If, for any reasonreason other than on instruction of Client, Wealthfront Fundrise Advisors shall close and liquidate all the positions held in the AccountSecurities, Client may receive the proceeds of the liquidated portion of the Account, without a reduction for Advisory Fees, and this Agreement shall terminate. (c) If for any reason there is insufficient cash available in the Account to cover Wealthfront’s fees at the time they are charged and deducted from the Account, Wealthfront, in its sole discretion, may cause Securities in the Account to be liquidated to cover its fees. (d) Wealthfront Fundrise Advisors reserves the right, in its sole discretion, to reduce or waive the Advisory Fee for certain Client Accounts plans for any period of time determined by WealthfrontFundrise Advisors. In addition, Client agrees that Wealthfront Fundrise Advisors may reduce or waive its fees for the Accounts plans of Clients clients other than Client, without notice to Client and without reducing or waiving its fees for Client.

Advisory Fee. (a) Wealthfront Fundrise Advisors specifies the annual fee rate it charges a Client (the “Advisory Fee”) and posts the Advisory Fee on the Client’s Account account page on the Site. Fees due shall be calculated by multiplying the Advisory Fee by the net market value of the Account as account, which shall be determined by aggregating the per-share net asset values of each of the close of trading on the New York Stock Exchange (“NYSE”) (herein, “close of markets”) on such day, or as of the close of markets on the immediately preceding trading day for any day when the NYSE is closedSecurities, and then by dividing by 365 (except in any leap year, during which year the amount shall be divided by 366). Except as provided below, the fees due for each calendar month or quarter (consisting of the aggregate of the daily fee for each day in that calendar monthmonth or quarter) shall be due and payable in arrears no later than the tenth business day of the immediately following calendar monthmonth or quarter. Wealthfront Fundrise Advisors will promptly notify Client of any increase or decrease in the Advisory Fee. An increase in the Advisory Fee will be effective for the Account Plans starting in the next month that begins at least 30 days after Wealthfront Fundrise Advisors sends or posts such notice. A reduction in the Advisory Fee will be effective for the Account Plans starting as of the date specified in the next month following its reductionnotice delivered to Client. i. If Client closes the Account, withdraws the entire balance sells all of the AccountSecurities, or otherwise terminates this Agreement on any date other than the last business day of the month quarter (except under the circumstances covered by Section 5(b)), Client shall pay any outstanding aggregate daily fees for the period from the day immediately following the last day of the last calendar month for which Client has paid, through the effective date of such withdrawal or termination, as of such effective date. (b) If, for any reasonreason other than on instruction of Client, Wealthfront Fundrise Advisors shall close and liquidate all the positions held in the AccountSecurities, Client may receive the proceeds of the liquidated portion of the Account, without a reduction for Advisory Fees, and this Agreement shall terminate. (c) If for any reason there is insufficient cash available in the Account to cover Wealthfront’s fees at the time they are charged and deducted from the Account, Wealthfront, in its sole discretion, may cause Securities in the Account to be liquidated to cover its fees. (d) Wealthfront Fundrise Advisors reserves the right, in its sole discretion, to reduce or waive the Advisory Fee for certain Client Accounts plans for any period of time determined by WealthfrontFundrise Advisors. In addition, Client agrees that Wealthfront Fundrise Advisors may reduce or waive its fees for the Accounts plans of Clients clients other than Client, without notice to Client and without reducing or waiving its fees for Client.

Advisory Fee. (a) Wealthfront specifies the annual fee rate it charges a Client an Account Holder (the “Advisory Fee”) and posts the Advisory Fee on the ClientAccount Holder’s Account page on the Site. Fees due shall be calculated by multiplying the Advisory Fee by the net market value of the Account as of the close of trading on the New York Stock Exchange (“NYSE”) (herein, “close of markets”) on such day, or as of the close of markets on the immediately preceding trading day for any day when the NYSE is closed, and then by dividing by 365 (except in any leap year, during which year the amount shall be divided by 366). Except as provided below, the fees due for each calendar month (consisting of the aggregate of the daily fee for each day in that calendar month) shall be due and payable in arrears no later than the tenth business day of the immediately following calendar month. Wealthfront will promptly notify Client Account Holder of any increase or decrease in the Advisory Fee. An increase in the Advisory Fee will be effective for the Account starting in the next month that begins at least 30 days after Wealthfront sends or posts such notice. A reduction in the Advisory Fee will be effective for the Account starting in the next month following its reduction. i. If Client Account Holder closes the Account, withdraws the entire balance of the Account, or otherwise terminates this Agreement on any date other than the last business day of the month (except under the circumstances covered by Section 5(b)), Client Account Holder shall pay any outstanding aggregate daily fees for the period from the day immediately following the last day of the last calendar month for which Client Account Holder has paid, through the effective date of such withdrawal or termination, as of such effective date. (b) If, for any reason, Wealthfront shall close and liquidate all the positions held in the Account, Client Account Holder may receive the proceeds of the liquidated portion of the Account, and this Agreement shall terminate. (c) If for any reason there is insufficient cash available in the Account to cover Wealthfront’s fees at the time they are charged and deducted from the Account, Wealthfront, in its sole discretion, may cause Securities in the Account to be liquidated to cover its fees. (d) Wealthfront reserves the right, in its sole discretion, to reduce or waive the Advisory Fee for certain Client Account Holder Accounts for any period of time determined by Wealthfront. In addition, Client Account Holder agrees that Wealthfront may waive its fees for the Accounts of Clients other than Client, without notice to Client Account Holder and without waiving its fees for Client.

Advisory Fee. (a) Wealthfront Fundrise Advisors specifies the annual fee rate it charges a Client (the “Advisory Fee”) and posts the Advisory Fee on the Client’s Account account page on the Site. Fees due shall be calculated by multiplying the Advisory Fee by the net market value of the Account as account, which shall be determined by aggregating the per-share net asset values of each of the close of trading on the New York Stock Exchange (“NYSE”) (herein, “close of markets”) on such day, or as of the close of markets on the immediately preceding trading day for any day when the NYSE is closedSecurities, and then by dividing by 365 (except in any leap year, during which year the amount shall be divided by 366). Except as provided below, the fees due for each calendar month or quarter (consisting of the aggregate of the daily fee for each day in that calendar monthmonth or quarter) shall be due and payable in arrears no later than the tenth business day of the immediately following calendar monthmonth or quarter. Wealthfront Fundrise Advisors will promptly notify Client of any increase or decrease in the Advisory Fee. An increase in the Advisory Fee will be effective for the Account Plan starting in the next month that begins at least 30 days after Wealthfront Fundrise Advisors sends or posts such notice. A reduction in the Advisory Fee will be effective for the Account Plan starting as of the date specified in the next month following its reductionnotice delivered to Client. i. If Client closes the Account, withdraws the entire balance sells all of the AccountSecurities, or otherwise terminates this Agreement on any date other than the last business day of the month quarter (except under the circumstances covered by Section 5(b)), Client shall pay any outstanding aggregate daily fees for the period from the day immediately following the last day of the last calendar month for which Client has paid, through the effective date of such withdrawal or termination, as of such effective date. (b) If, for any reasonreason other than on instruction of Client, Wealthfront Fundrise Advisors shall close and liquidate all the positions held in the AccountSecurities, Client may receive the proceeds of the liquidated portion of the Account, without a reduction for Advisory Fees, and this Agreement shall terminate. (c) If for any reason there is insufficient cash available in the Account to cover Wealthfront’s fees at the time they are charged and deducted from the Account, Wealthfront, in its sole discretion, may cause Securities in the Account to be liquidated to cover its fees. (d) Wealthfront Fundrise Advisors reserves the right, in its sole discretion, to reduce or waive the Advisory Fee for certain Client Accounts plans for any period of time determined by WealthfrontFundrise Advisors. In addition, Client agrees that Wealthfront Fundrise Advisors may reduce or waive its fees for the Accounts plans of Clients clients other than Client, without notice to Client and without reducing or waiving its fees for Client.

Advisory Fee. (a) Wealthfront specifies the The annual fee rate it that Quantrader charges a Client (the “Advisory Fee”) for its services rendered hereunder shall be governed by (i) this Section IX and posts (ii) the Advisory Fee on the Client’s Account page on the Site. Schedule of Fees due attached hereto as Exhibit I, and shall be calculated by multiplying in accordance with the Advisory Fee by the net market value Schedule of the Account Fees attached hereto as of the close of trading on the New York Stock Exchange (“NYSE”) (herein, “close of markets”) on such day, or as of the close of markets on the immediately preceding trading day for any day when the NYSE is closed, and then by dividing by 365 (except in any leap year, during which year the amount shall be divided by 366). Except as provided below, the fees due for each calendar month (consisting of the aggregate of the daily fee for each day in that calendar month) shall be due and payable in arrears no later than the tenth business day of the immediately following calendar month. Wealthfront Exhibit I. Quantrader will promptly notify Client of any increase or decrease in the Advisory Fee. An increase in the Advisory Fee will be effective for the Account starting in the next month that begins at least 30 days after Wealthfront Quantrader sends or posts such notice. A reduction in the Advisory Fee will be effective for the Account starting in the next month following its reduction. i. . Any increase or decrease in the Advisory Fee shall be accompanied by an amendment to the Agreement in accordance with Section XIII herein. If Client closes the Account, withdraws the entire balance of the Account, or otherwise terminates this Agreement on any date other than the last business day of the month (except under the circumstances covered by Section 5(bIX(1)(a)), Client shall pay any outstanding aggregate daily fees for the period from the day immediately following the last day of the last calendar month for which Client has paid, through the effective date of such withdrawal or termination. (a) If, as for any reason, Quantrader closes and liquidates all the positions held in the Account, Client will receive the proceeds of such effective datethe liquidated portion of the Account net of any Advisory Fee due, and this Agreement shall terminate. (b) If, for any reason, Wealthfront shall close and liquidate all the positions held in the Account, Client may receive the proceeds of the liquidated portion of the Account, and this Agreement shall terminate. (c) If for any reason there is insufficient cash available in the Account to cover Wealthfront’s fees the Advisory Fees at the time they are charged and deducted from the Accountcharged, WealthfrontQuantrader, in its sole discretion, may cause certain Securities in the Account to be liquidated to cover its feesallow the Advisory Fees to be deducted from the Account. (dc) Wealthfront Quantrader reserves the right, in its sole and absolute discretion, to reduce or waive the Advisory Fee for certain Client Accounts for any period of time determined by WealthfrontQuantrader. In addition, Client agrees that Wealthfront Quantrader may waive its fees for the Accounts of Clients clients other than Client, without notice to Client and without waiving its fees for Client. In exercise of its sole and absolute discretion Quantrader may amend or terminate any reduction or waiver of the Advisory Fee. Quantrader will promptly notify Client of any increase or decrease in the reduction or waiver of the Advisory Fee. A change in the waiver or reduction of the Advisory Fee will be effective for the Account starting in the next month that begins at least 30 days after Quantrader sends or posts such notice.

Advisory Fee. (a) Wealthfront HustleWealth specifies the annual fee rate it charges a Client (the “Advisory Fee”) and posts the Advisory Fee on the Client’s Account page on the Site. Fees due shall be calculated by multiplying the Advisory Fee by the net market value of the Account as of the close of trading on the New York Stock Exchange (“NYSE”) (herein, “close of markets”) on such day, or as of the close of markets on the immediately preceding trading day for any day when the NYSE is closed, and then by dividing by 365 (except in any leap year, during which year the amount shall be divided by 366). Except as provided below, the fees due for each calendar month (consisting of the aggregate of the daily fee for each day in that calendar month) shall be due and payable in arrears no later than the tenth business day of the immediately following calendar month. Wealthfront HustleWealth will promptly notify Client of any increase or decrease in the Advisory Fee. An increase in the Advisory Fee will be effective for the Account starting in the next month that begins at least 30 days after Wealthfront HustleWealth sends or posts such notice. A reduction in the Advisory Fee will be effective for the Account starting in the next month following its reduction. i. If Client closes the Account, withdraws the entire balance of the Account, or otherwise terminates this Agreement on any date other than the last business day of the month (except under the circumstances covered by Section 5(b)), Client shall pay any outstanding aggregate daily fees for the period from the day immediately following the last day of the last calendar month for which Client has paid, through the effective date of such withdrawal or termination, as of such effective date. (b) If, for any reason, Wealthfront HustleWealth shall close and liquidate all the positions held in the Account, Client may receive the proceeds of the liquidated portion of the Account, and this Agreement shall terminate. (c) If for any reason there is insufficient cash available in the Account to cover WealthfrontHustleWealth’s fees at the time they are charged and deducted from the Account, WealthfrontHustleWealth, in its sole discretion, may cause Securities in the Account to be liquidated to cover its fees. (d) Wealthfront HustleWealth reserves the right, in its sole discretion, to reduce or waive the Advisory Fee for certain Client Accounts for any period of time determined by WealthfrontHustleWealth. In addition, Client agrees that Wealthfront HustleWealth may waive its fees for the Accounts of Clients other than Client, without notice to Client and without waiving its fees for Client.

Advisory Fee. (a) Wealthfront specifies In consideration of the Services being provided by the Managers, the Company will pay to each Manager an aggregate annual fee rate it charges a Client (the “Advisory FeeFees”) set forth opposite each such Manager’s name on Schedule A hereto in cash. The Advisory Fees will be payable quarterly in advance on the first day of each quarter, by wire transfer in same-day funds to the bank account designated by each Manager, commencing at the Effective Date (as defined below) and posts continuing through the Termination Date (as defined below). Any Advisory Fees for the first calendar year of this Agreement will be prorated for the period of such year commencing at the Effective Date. Any Advisory Fees for the last calendar year of this Agreement will be prorated for the period of such year ending on the Termination Date. (b) To the extent the Company cannot pay the Advisory Fees for any reason, including by reason of the restrictions imposed in connection with any debt financing of the Company or its subsidiaries, the payment by the Company to each Manager of such Manager’s accrued and payable Advisory Fee will be deferred until the earlier of (i) total or partial liquidation, dissolution or winding up of the Company, any bankruptcy, reorganization, insolvency, receiver or similar proceeding relating to the Company or its assets and (ii) the first date of payment of such deferred Advisory Fee that is not otherwise prohibited under any contract applicable to the Company and that is otherwise able to be made. Any installment of an Advisory Fee not paid on the Client’s Account page on scheduled due date will bear interest at an annual rate of ten percent (10%), compounded quarterly, from the Site. Fees date due shall be calculated by multiplying until paid. (c) In the Advisory Fee event the Company enters into an acquisition or business combination transaction with another entity that is large enough to constitute a “significant subsidiary” of the Company under any of the relevant tests contained in Regulation S-X as promulgated by the net market value of the Account as of the close of trading on the New York Stock Securities and Exchange Commission (“NYSESEC”) (herein, “close of markets”) on such day, or as of the close of markets on the immediately preceding trading day for any day when the NYSE is closed, and then by dividing by 365 (except in any leap year, during which year the amount shall be divided by 366). Except as provided below, the fees due for each calendar month (consisting of Company and the aggregate of the daily fee for each day in that calendar month) shall be due and payable in arrears no later than the tenth business day of the immediately Managers will mutually agree, following calendar month. Wealthfront will promptly notify Client of any increase or decrease in the Advisory Fee. An good faith negotiations, on an appropriate increase in the Advisory Fee as warranted by the increase in the Company’s size. Such increase will be effective for based on the Account starting percentage increase in the next month that begins at least 30 days after Wealthfront sends or posts Company’s EBITDA (as customarily defined) determined on a pro forma basis giving effect to such notice. A reduction in the Advisory Fee will be effective for the Account starting in the next month following its reductionbusiness combination transaction. i. If Client closes the Account, withdraws the entire balance of the Account, or otherwise terminates this Agreement on any date other than the last business day of the month (except under the circumstances covered by Section 5(b)), Client shall pay any outstanding aggregate daily fees for the period from the day immediately following the last day of the last calendar month for which Client has paid, through the effective date of such withdrawal or termination, as of such effective date. (b) If, for any reason, Wealthfront shall close and liquidate all the positions held in the Account, Client may receive the proceeds of the liquidated portion of the Account, and this Agreement shall terminate. (c) If for any reason there is insufficient cash available in the Account to cover Wealthfront’s fees at the time they are charged and deducted from the Account, Wealthfront, in its sole discretion, may cause Securities in the Account to be liquidated to cover its fees. (d) Wealthfront reserves the right, in its sole discretion, to reduce or waive the Advisory Fee for certain Client Accounts for any period of time determined by Wealthfront. In addition, Client agrees that Wealthfront may waive its fees for the Accounts of Clients other than Client, without notice to Client and without waiving its fees for Client.

Advisory Fee. (a) Wealthfront specifies For its services under the annual Marstone Program, Client agrees to compensate TSA .60% of the account balance as an advisory fee rate it charges a Client (the “"Advisory Fee”) and posts the "). The Advisory Fee shall be paid in equal quarterly payments (the "Quarterly Fee"), which shall cover the period from the first calendar day (the Business Day on which the initial investment is made in Client’s Account page on 's Account, the Site"Opening Date") through the last calendar day of Client's then calendar quarter. Fees due If Client's Opening Date occurs after the first day of a month, his or her anniversary date shall be calculated by multiplying from one year from the Advisory last day of the month of his or her initial participation in the Marstone Program and the quarterly period will commence from such date. The Quarterly Fee by is based on the net market value of the Account Marstone Program Assets measured as of the close of trading on the New York Stock Exchange (“NYSE”) (herein, “close of markets”) on such day, or as of the close of markets on the immediately preceding trading day for any day when the NYSE is closed, and then by dividing by 365 (except in any leap year, during which year the amount shall be divided by 366). Except as provided below, the fees due for each last calendar month (consisting of the aggregate of the daily fee for each day in that calendar month) shall be due and payable in arrears no later than the tenth business day of the immediately following calendar monthprevious quarter, and shall become due on the first Business Day of Client's current quarter. Wealthfront will promptly notify Client The total fees to be paid to TSA constitute no more than reasonable compensation. The Advisory Fee is charged directly to Client. Payment of any increase or decrease in the Advisory Fee. An increase in the Advisory Fee will be effective for reflected on the Account starting in quarterly account statement from Marstone Funds. Client hereby authorizes TSA to pay any such Advisory Fee, on or after the next month that begins at least 30 days after Wealthfront sends or posts such noticeapplicable due date, proportionally from Client accounts unless otherwise instructed by the Client. A reduction in In addition to the Advisory Fee that TSA receives, the Marstone Program also has the following fees: Marstone Platform fee .25% Pershing administrative fee .10% The Perishing administrative fee includes trade, confirmations, performance and tax reporting fees. Fee Payment Method: (Select one) □ I/we request custodian to pay investment management/services fees directly from my/our account associated with this portfolio. □ I/We will remit payment upon receipt of quarterly invoice. In the event Client elects to be invoiced for the Advisory Fee, payment shall be due within thirty (30) days of the mailing of the invoice. If such fee is not received within said thirty (30) days, the Marstone Program will be effective for the Account starting in the next month following its reductionautomatically debited as provided above. Please note that IRAs may not be invoiced. i. If Client closes the Account, withdraws the entire balance of the Account, or otherwise terminates this Agreement on any date other than the last business day of the month (except under the circumstances covered by Section 5(b)), Client shall pay any outstanding aggregate daily fees for the period from the day immediately following the last day of the last calendar month for which Client has paid, through the effective date of such withdrawal or termination, as of such effective date. (b) If, for any reason, Wealthfront shall close and liquidate all the positions held in the Account, Client may receive the proceeds of the liquidated portion of the Account, and this Agreement shall terminate. (c) If for any reason there is insufficient cash available in the Account to cover Wealthfront’s fees at the time they are charged and deducted from the Account, Wealthfront, in its sole discretion, may cause Securities in the Account to be liquidated to cover its fees. (d) Wealthfront reserves the right, in its sole discretion, to reduce or waive the Advisory Fee for certain Client Accounts for any period of time determined by Wealthfront. In addition, Client agrees that Wealthfront may waive its fees for the Accounts of Clients other than Client, without notice to Client and without waiving its fees for Client.

Advisory Fee. (ai) Wealthfront specifies As consideration for services rendered hereunder the Company shall pay to the Management Services Company an annual fee rate it charges a Client of $500,000 (the “Advisory Fee”) ), which shall be paid in advance in quarterly installments of $125,000, payable on January 1, April 1, July 1 and posts October 1 of each year, or if any such date shall not be a Business Day, on the next succeeding Business Day to occur after such date, beginning on the date of this Agreement and ending upon termination of this Agreement; provided, however, that the installment of the Advisory Fee on relating to the Client’s Account page on the Site. Fees due quarter in which this Agreement is executed, shall be calculated by multiplying pro rated for the Advisory Fee by the net market value balance of the Account quarter remaining as of the close date of trading this Agreement and shall be paid on the New York Stock Exchange date hereof In the event the Company is prohibited for any reason from paying the full amount of any such installment payment (a “NYSEMissed Installment Payment”) (hereinand/or from declaring and paying any dividend payable to the holders of Class C Common Stock of the Company pursuant to the Charter and in accordance with that certain letter agreement, “close of markets”) on such day, or dated as of the close date hereof, by and among the Company, the Management Services Company and Argentia Private Investments Inc. (a “Missed Dividend Payment”), the payment of markets on the immediately preceding trading day for any day when the NYSE is closed, and then by dividing by 365 (except in any leap year, during which year the amount such Missed Installment Payment shall be divided by 366)automatically deferred until the date upon which the Company is permitted to pay the full amount of both any such Missed Installment Payment and any such Missed Dividend Payment. Except as provided belowAdditionally, the fees due for each calendar month (consisting of the aggregate of the daily fee for each day in that calendar month) shall be due and payable in arrears no later than the tenth business day of the immediately following calendar month. Wealthfront will promptly notify Client of any increase or decrease in the Advisory Fee. An increase in the Advisory Fee will be effective for the Account starting in the next month that begins at least 30 days after Wealthfront sends or posts such notice. A reduction in the Advisory Fee will be effective for the Account starting in the next month following its reduction. i. If Client closes the Account, withdraws the entire balance of the Account, or otherwise terminates this Agreement on any date other than the last business day of the month (except under the circumstances covered by Section 5(b)), Client shall pay any outstanding aggregate daily fees for the period from the day immediately following the last day of the last calendar month for which Client has paid, through the effective date of such withdrawal or termination, as of such effective date. (b) If, for any reason, Wealthfront shall close and liquidate all the positions held in the Account, Client may receive the proceeds of the liquidated portion of the Account, and this Agreement shall terminate. (c) If for any reason there is insufficient cash available in the Account to cover Wealthfront’s fees at the time they are charged and deducted from the Account, WealthfrontManagement Services Company may, in its sole discretion, may cause Securities in defer all or a portion of the Account Advisory Fees until a date specifically agreed to be liquidated by Management Services Company (a “Deferred Installment Payment”). Missed Installment Payments and Deferred Installment Payments shall not accrue interest or penalties. Upon the termination of this Agreement, the Company shall promptly pay to cover its feesthe Management Services Company any unpaid portion of the Advisory Fees, to the extent such payment was due and payable on or prior to such date. (dii) Wealthfront reserves Notwithstanding any other provision of this Agreement, upon the rightoccurrence of any liquidation, in its sole discretiondissolution or winding up of the Company, the Company shall promptly pay to the Management Services Company any unpaid portion of the Advisory Fees, to reduce the extent such payment was due and payable on or waive the Advisory Fee for certain Client Accounts for any period of time determined by Wealthfront. In addition, Client agrees that Wealthfront may waive its fees for the Accounts of Clients other than Client, without notice prior to Client and without waiving its fees for Clientsuch date.

Advisory Fee. For our services, you agree to pay Path an annualized asset-based advisory fee (a) Wealthfront specifies the annual fee rate it charges a Client (the “Wrap Fee” or “Advisory Fee”) and posts ), pursuant to the following schedule: Management Fee First $99,999 0.40% Over $99,999 0.25% Platform Fee 0.10% You agree that we may change the Advisory Fee on at any time by giving 30 days’ prior written notice. The Advisory Fee may also be reduced or waived in our sole discretion. If you are a member of any of the Client’s Account page on the Site. Fees due shall be calculated by multiplying following Path affiliates, we will waive the Advisory Fee by for assets under management up to the net amount invested in such affiliates: Path Capital Opportunity Fund, LLC; Path Capital Fund II, LLC; Path Fund III, LLC; Path IncomePlus Fund, LLC; Path Opportunity Zone Fund, LLC; Path-Independent, LLC; Path DCC Holding, LLC; OI-675 FS, LLC; Xxxxxx Court-OCP LLC and OI-Haven FS, LLC. The Advisory Fee shall be paid monthly, in arrears, based upon the market value of the Account as average daily account balance of the close of trading on account over the New York Stock Exchange (“NYSE”) (herein, “close of markets”) on such daypreceding month, or as of the close of markets set forth on the immediately preceding trading day most recent statement made available to us. Since the asset-based fee is determined by average daily account balance, if assets are deposited or withdrawn from an account after the inception of a month, the base fee payable with respect to such assets is adjusted accordingly. The Advisory Fee for any day when the NYSE is closed, and then by dividing by 365 (except in any leap year, during which year the amount initial month shall be divided by 366)calculated on a pro rata basis commencing on the day the assets are initially designated to us for management under this Agreement. Except as provided belowIn the event you terminate the advisory relationship, the fees due for each calendar month (consisting of the aggregate of the daily fee for each day in that calendar month) shall be due and payable in arrears no later than the tenth business day of the immediately following calendar month. Wealthfront will promptly notify Client of any increase or decrease in the Advisory Fee. An increase in the Advisory Fee will be effective for the Account starting in the next month that begins at least 30 days after Wealthfront sends or posts such notice. A reduction in the Advisory Fee will be effective for the Account starting in the next month following its reduction. i. If Client closes the Account, withdraws the entire balance of the Account, or otherwise terminates this Agreement on any date other than the last business day of the month (except under the circumstances covered by Section 5(b)), Client shall pay any outstanding aggregate daily fees for the final billing period from the day immediately following the last day of the last calendar month for which Client has paid, is prorated through the effective date of such withdrawal or termination, as of such effective date. (b) If, for any reason, Wealthfront shall close the termination and liquidate all the positions held in the Account, Client may receive the proceeds of the liquidated outstanding portion of the Account, fee charged. You hereby direct and this Agreement shall terminate. (c) If for any reason there is insufficient cash available in the Account authorize Path to cover Wealthfront’s fees at the time they are charged and deducted from the Account, Wealthfront, in its sole discretion, may cause Securities in the Account direct Apex to be liquidated to cover its fees. (d) Wealthfront reserves the right, in its sole discretion, to reduce or waive deduct the Advisory Fee from your account on a monthly basis. You agree and acknowledge that you are responsible for certain Client Accounts paying any and all fees, including, without limitation, the Advisory Fee. You acknowledge that it is your responsibility to verify the accuracy of the calculation of the Advisory Fee and that Apex will not determine whether the Advisory Fee is accurate or properly calculated. You agree and acknowledge that the deduction of fees may trigger a rebalancing of your account in accordance with your portfolio directive, and that the sale of securities from your account for any period such fee deduction may result in tax consequences to you. Deducted fees will be reflected in your account statements. In consideration of time determined by Wealthfrontthe Advisory Fee, you receive investment advisory services, the execution of securities brokerage transactions, custody, reporting, account establishment/maintenance and administrative services. You acknowledge that the Advisory Fee may exceed the aggregate costs of purchasing separately the products and individual services that are offered through the Program. In addition, Client agrees the Advisory Fee may be higher or lower than that Wealthfront may waive its fees for the Accounts charged by other sponsors of Clients other than Client, without notice to Client and without waiving its fees for Clientsimilar programs.

Advisory Fee. (a) Wealthfront specifies the annual a. For its services, Kindur charges Client investment advisory fees as follows: i. A daily asset-based fee rate it charges a Client (the “Advisory Fee”) and posts at an annualized rate of 0.50% (the “Fee Rate”). The Advisory Fee on the Client’s Account page on the Site. Fees due shall will be calculated on a daily basis by multiplying by the Advisory Fee Rate by the net market value of the Account as of the close of trading on the New York Stock Exchange (the “NYSE”) on such day (hereinor, “close of markets”) if the NYSE is closed on such day, or as of the close of markets trading on the NYSE on the immediately preceding trading day for any day when on which the NYSE is closedwas open for trading), and then by dividing by 365 (except in any leap year, during which year the amount shall be divided by 366). Except as provided below, the aggregate daily fees due for each day in a calendar month (consisting of the aggregate of the daily fee for each day in that calendar month) shall be due and payable in arrears no later than the tenth (10th) business day of the immediately following calendar month. ii. Wealthfront For any fixed annuity contract purchased through Kindur Insurance for which Client has not yet elected to begin receiving payments under the terms of the annuity’s Lifetime Income Benefit Rider, Kindur will charge Client a flat fee of $250 annually for assisting with associated service requests and providing advice regarding the annuity within the context of the Client’s overall portfolio including recommendations on timing for electing income. For any fixed annuity contract purchased through Kindur’s affiliate for which Client has elected to begin receiving payments under the terms of the annuity’s Lifetime Income Benefit Rider, Kindur will charge the Client a fee at the annualized rate of 0.50% of such annuity’s contract value. This fee will be calculated based on the monthly contract value as determined by the annuity insurance carrier and shall be due no later than the tenth (10th) business day of the following calendar month. This fee will be in addition to the Advisory Fee described in Section 3(a)(i) above, but all other references in this Agreement to “Advisory Fee” are deemed to include this fee. b. Kindur will promptly notify Client of any increase or decrease in the Advisory Fee. An increase in the Advisory Fee will be effective for the Account starting in the next month that begins at least 30 thirty (30) days after Wealthfront Kindur sends such notice or posts such noticenotice to the Website. A reduction in the Advisory Fee will be effective for the Account starting in the next month following its reduction. i. c. If Client closes the Account, withdraws the entire balance of the Account, or otherwise terminates this Agreement on any date other than the last business day of the month (except under the circumstances covered by Section 5(b3(d)), Client shall pay any the outstanding aggregate daily fees Advisory Fee for the period from the day immediately following the last day of the last calendar month for which Client has paid, through the effective date of such withdrawal or termination. In addition, as of such effective dateClient may incur fees and expenses owed to Apex in connection with closing the Account. (b) d. If, for any reason, Wealthfront shall close Kindur closes and liquidate liquidates all the positions held in the Account, Client may will receive the proceeds of the liquidated portion of the AccountAccount net of any Advisory Fee due, and this Agreement shall terminate. In addition, Client may incur fees and expenses owed to Apex in connection with closing the Account. (c) If e. If, for any reason reason, there is insufficient cash available in the Account to cover Wealthfront’s fees the Advisory Fees at the time they are charged and deducted from (e.g., due to the Accountwithdrawal of cash in the Account to fund Client’s retirement), WealthfrontKindur, in its sole discretion, may cause Securities in the Account to be sold or otherwise liquidated to cover its feesraise sufficient cast such that the Advisory Fees may be deducted from the Account. (d) Wealthfront f. Kindur reserves the right, in its sole and absolute discretion, to reduce or waive all or any portion of the Advisory Fee for certain Client Accounts for any period of time determined by WealthfrontKindur. In addition, Client agrees that Wealthfront Kindur may waive its fees for the Accounts of Clients clients other than Client, without notice to Client and without waiving its fees for Client. In exercise of its sole and absolute discretion, Kindur may amend or terminate any reduction or waiver of the Advisory Fee. Kindur will promptly notify Client of any increase or decrease in the reduction or waiver of the Advisory Fee. A change in the waiver or reduction of the Advisory Fee will be effective for the Account starting in the next month that begins at least thirty (30) days after Kindur sends or posts such notice to the Website.

Advisory Fee. (a) Wealthfront DCA specifies the annual fee rate it charges a Client (the “Advisory Fee”) and posts the Advisory Fee on the Client’s Account page on the Site. Fees due shall be calculated by multiplying the Advisory Fee by the net market value of the Account as of the close of trading on the New York Stock Exchange (“NYSE”) (herein, “close of markets”) on such day, or as of the close of markets on the immediately preceding trading day for any day when the NYSE is closed, and then by dividing by 365 (except in any leap year, during which year the amount shall be divided by 366). Except as provided below, the fees due for each calendar month (consisting of the aggregate of the daily fee for each day in that calendar month) shall be due and payable in arrears no later than the tenth business day of the immediately following calendar month. Wealthfront DCA will promptly notify Client of any increase or decrease in the Advisory Fee. An increase in the Advisory Fee will be effective for the Account starting in the next month that begins at least 30 days after Wealthfront DCA sends or posts such notice. A reduction in the Advisory Fee will be effective for the Account starting in the next month following its reduction. i. If Client closes the Account, withdraws the entire balance of the Accountaccount, or otherwise terminates this Agreement on any date other than the last business day of the month (except under the circumstances covered by Section 5(b7(b)), Client shall pay any outstanding aggregate daily fees for the period from the day immediately following the last day of the last calendar month for which Client has paid, through the effective date of such withdrawal or termination, as of such effective date. (b) If, for any reason, Wealthfront DCA shall close and liquidate all the positions held in the Account, Client may receive the proceeds of the liquidated portion of the Account, and this Agreement shall terminate. (c) If for any reason there is insufficient cash available in the Account to cover WealthfrontDCA’s fees at the time they are charged and deducted from the Account, WealthfrontDCA, in its sole discretion, may cause Securities in the Account to be liquidated to cover its fees. (de) Wealthfront DCA reserves the right, in its sole discretion, to reduce or waive the Advisory Fee for certain Client Accounts for any period of time determined by WealthfrontDCA. In addition, Client agrees that Wealthfront DCA may waive its fees for the Accounts of Clients other than Client, without notice to Client and without waiving its fees for Client. (f) DCA will not be compensated on the basis of a share of capital gains upon or capital appreciation of the funds or any portion of the funds of the client. (g) Initial: / DCA is authorized to withdraw fees directly from client accounts.

Advisory Fee. (a) Wealthfront Fundrise Advisors specifies the annual fee rate it charges a Client (the “Advisory Fee”) and posts the Advisory Fee on the Client’s Account account page on the SitePlatform. Fees Daily fees due shall be calculated by multiplying the Advisory Fee by the net market value of the Account as account, which shall be determined by aggregating the per-share net asset values of each of the close of trading on the New York Stock Exchange (“NYSE”) (herein, “close of markets”) on such day, or as of the close of markets on the immediately preceding trading day for any day when the NYSE is closedSecurities, and then by dividing by 365 (except in any leap year, during which year the amount shall be divided by 366). Except as provided below, the fees due for each calendar month or quarter (consisting of the aggregate of the daily fee for each day in that calendar monthmonth or quarter) shall be due and payable in arrears no later than the tenth business day of the immediately following calendar monthmonth or quarter. Wealthfront Fundrise Advisors will promptly notify Client of any increase or decrease in the Advisory Fee. An increase in the Advisory Fee will be effective for the Account Plans starting in the next month that begins at least 30 days after Wealthfront Fundrise Advisors sends or posts such notice. A reduction in the Advisory Fee will be effective for the Account Plans starting as of the date specified in the next month following its reductionnotice delivered to Client. i. If Client closes the Account, withdraws the entire balance sells all of the AccountSecurities, or otherwise terminates this Agreement on any date other than the last business day of the month quarter (except under the circumstances covered by Section 5(b)), Client shall pay any outstanding aggregate daily fees for the period from the day immediately following the last day of the last calendar month for which Client has paid, through the effective date of such withdrawal or termination, as of such effective date. (b) If, for any reasonreason other than on instruction of Client, Wealthfront Fundrise Advisors shall close and liquidate all the positions held in the AccountSecurities, Client may receive the proceeds of the liquidated portion of the Account, without a reduction for Advisory Fees, and this Agreement shall terminate. (c) If for any reason there is insufficient cash available in the Account to cover Wealthfront’s fees at the time they are charged and deducted from the Account, Wealthfront, in its sole discretion, may cause Securities in the Account to be liquidated to cover its fees. (d) Wealthfront Fundrise Advisors reserves the right, in its sole discretion, to reduce or waive the Advisory Fee for certain Client Accounts Plans for any period of time determined by WealthfrontFundrise Advisors. In addition, Client agrees that Wealthfront Fundrise Advisors may reduce or waive its fees for the Accounts Plans of Clients clients other than Client, without notice to Client and without reducing or waiving its fees for Client.

Advisory Fee. (a) Wealthfront specifies Clients utilizing any of the services, described in Section 1 of this Agreement, will pay Fundrise Advisors an annual fee rate it charges a Client (the “Advisory Fee”) ), which it will specify and posts the Advisory Fee post on the Client’s Account account page on the SitePlatform. Fees Daily fees due shall be calculated by multiplying the Advisory Fee by the net market value of the Account as account, which shall be determined by aggregating the per-share net asset values of each of the close of trading on the New York Stock Exchange (“NYSE”) (herein, “close of markets”) on such day, or as of the close of markets on the immediately preceding trading day for any day when the NYSE is closedSecurities, and then by dividing by 365 (except in any leap year, during which year the amount shall be divided by 366). Except as provided below, the fees due for each calendar month or quarter (consisting of the aggregate of the daily fee for each day in that calendar monthmonth or quarter) shall be due and payable in arrears no later than the tenth business day of the immediately following calendar monthmonth or quarter. Wealthfront Fundrise Advisors will promptly notify Client of any increase or decrease in the Advisory Fee. An increase in the Advisory Fee will be effective for the Account Plans starting in the next month that begins at least 30 days after Wealthfront Fundrise Advisors sends or posts such notice. A reduction in the Advisory Fee will be effective for the Account Plans starting as of the date specified in the next month following its reductionnotice delivered to Client. i. If Client closes the Account, withdraws the entire balance sells all of the AccountSecurities, or otherwise terminates this Agreement on any date other than the last business day of the month quarter (except under the circumstances covered by Section 5(b)), Client shall pay any outstanding aggregate daily fees for the period from the day immediately following the last day of the last calendar month for which Client has paid, through the effective date of such withdrawal or termination, as of such effective date. (b) If, for any reasonreason other than on instruction of Client, Wealthfront Fundrise Advisors shall close and liquidate all the positions held in the AccountSecurities, Client may receive the proceeds of the liquidated portion of the Account, without a reduction for Advisory Fees, and this Agreement shall terminate. (c) If for any reason there is insufficient cash available in the Account to cover Wealthfront’s fees at the time they are charged and deducted from the Account, Wealthfront, in its sole discretion, may cause Securities in the Account to be liquidated to cover its fees. (d) Wealthfront Fundrise Advisors reserves the right, in its sole discretion, to reduce or waive the Advisory Fee for certain Client Accounts Plans for any period of time determined by WealthfrontFundrise Advisors. In addition, Client agrees that Wealthfront Fundrise Advisors may reduce or waive its fees for the Accounts Plans of Clients clients other than Client, without notice to Client and without reducing or waiving its fees for Client.