Common use of WHAT Clause in Contracts

WHAT. The types of personal information we collect and share depend on the product or service you have with us. This information can include:  Social Security Number and income  Account balances and payment history  Credit history and credit score All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers personal information; the reasons Caribe Federal chooses to share; and whether you can limit this sharing. HOW? Reasons we can share your personal information Does Caribe Federal share? Can you limit this sharing? For our everyday business purposes- Such as to process your transactions, maintain your account(s) respond to court orders and legal investigations or report to credit bureaus. YES NO For our marketing purposes- To offer our products and services to you YES NO For Joint marketing with other financial institutions NO NO For our affiliates’ everyday business purposes- Information about your transactions and experiences YES YES For our affiliates’ everyday business purposes- Information about your creditworthiness YES YES For our affiliates to market to you YES YES For non-affiliates to market to you NO We don’t share Mail the form below Note: If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing. To limit our sharing? Questions? Call 000-000-0000 or go to xxx.xxxxxxxxxxxxx.xxx  MAILING FORM Xxxx any/all you want to limit:  Do not share information about my creditworthiness with your affiliates for their everyday business purposes.  Do not allow your affiliates to use my personal information to market me.

WHAT. The types of personal information we collect and share depend on the product or service you have with us. This information can include:  Social Security Number and income  Account balances and payment security number Income Assets Risk tolerance Wire transfer instructions Transaction history  Credit history and credit score When you are no longer our customer, we continue to share information about you as described in this notice. HOW? All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers customers’ personal information; the reasons Caribe Federal Willow Tree chooses to share; and whether you can limit this sharing. HOW? Reasons we can share your personal information Does Caribe Federal shareWillow Tree Share? Can you limit this sharing? For our everyday business purposes- Such purposes - such as to process your transactions, maintain your account(saccounts(s) or respond to court orders and legal investigations or report to credit bureausinvestigations. YES NO Yes No For our marketing purposes- To purposes - to offer our products and services to you YES NO No We don’t share For Joint joint marketing with other financial institutions NO NO companies No We don’t share For our affiliates’ ' everyday business purposes- Information purposes - information about your transactions and experiences YES YES Yes No For our affiliates' everyday business purposes – information about your creditworthiness No We don’t share Questions? Xxxxxx Xxx, Deputy General Counsel and Chief Compliance Officer Willow Tree Capital Corp Advisors LLC 000 Xxxx Xxxxxx, 00xx Xxxxx Xxx Xxxx, XX 00000 (000) 000-0000 Who we are Who is providing this notice? Willow Tree Capital Corp Advisors LLC Willow Tree Capital Corporation What we do How does Willow Tree protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. How does Willow Tree collect my personal information? We collect your personal information, for example, when you 1. Enter into an investment advisory contract 2. Seek financial advice 3. Make deposits or withdrawals from your account 4. Tell us about your investment or retirement portfolio 5. Give us your employment history We may also collect your personal information from others, such as credit bureaus, affiliates or other companies. Why can't I limit all sharing? Federal law gives you the right to limit only 1. sharing for affiliates’ everyday business purposes- Information purposes—information about your creditworthiness YES YES For our 2. affiliates from using your information to market to you YES YES For 3. sharing for non-affiliates to market to you NO We don’t share Mail the form below Note: If State laws and individual companies may give you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time additional rights to limit our sharing. To What happens when I limit our sharingsharing for an account I hold jointly with someone else? Questions? Call 000-000-0000 or go Your choices will apply to xxx.xxxxxxxxxxxxx.xxx  MAILING FORM Xxxx any/all everyone on your account - unless you want to limit:  Do not share information about my creditworthiness with your affiliates for their everyday business purposes.  Do not allow your affiliates to use my personal information to market metell us otherwise.

WHAT. The types of personal information we collect and share depend on the product or service you have with us. This information can include:  • Social Security Number number and income  • Account balances and payment history  • Credit history and credit score scores When you are no longer our customer, we continue to share your information as described in this notice. HOW? All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers customers’ personal information; the reasons Caribe Federal Municipal Credit Union chooses to share; and whether you can limit this sharing. HOW? Reasons we can share your personal information Does Caribe Federal Municipal Credit Union share? Can you limit this sharing? For our everyday business purposes- Such purposes - such as to process your transactions, maintain your account(s) ), respond to court orders and legal investigations investigations, or report to credit bureaus. YES NO bureaus Yes No For our marketing purposes- To purposes – to offer our products and services to you YES NO Yes No For Joint joint marketing with other financial institutions NO NO companies Yes No For our affiliates’ everyday business purposes- Information purposes - information about your transactions and experiences YES YES No We Don’t Share For our affiliates’ everyday business purposes- Information purposes - information about your creditworthiness YES YES No We Don’t Share For our affiliates nonaffiliates to market to you YES YES For nonNo We Don’t Share Questions? Call Within N.Y. City & Long Island (000) 000-affiliates 0000; outside N.Y. City & Long Island (000) 000-0000 Who we are Who is providing this notice? MUNICIPAL CREDIT UNION What we do How does Municipal Credit Union protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. How does Municipal Credit Union collect my personal information? We collect your personal information, for example, when you • Apply for a loan or open an account • Deposit money or withdraw money • Use your credit card or debit card We also collect your personal information from others, such as credit bureaus and other companies. Why can’t I limit all sharing? Federal law gives you the right to limit only • Sharing for affiliates’ everyday business purposes – information about your creditworthiness • Affiliates from using your information to market to you NO We don’t share Mail the form below Note: If • Sharing for nonaffiliates to market to you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When State laws and individual companies may give you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time additional rights to limit our sharing. To limit our sharing? Questions? Call 000-000-0000 or go to xxx.xxxxxxxxxxxxx.xxx  MAILING FORM Xxxx any/all you want to limit:  Do not share information about my creditworthiness with your affiliates for their everyday business purposes.  Do not allow your affiliates to use my personal information to market me.

WHAT. The types of personal information we collect and share depend on the product or service you have with us. This information can include:  ✓Social Security Number number and income  income. ✓Account balances and payment history  history. ✓Credit history and credit score scores. HOW? All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers personal information; the reasons Caribe Northwest Federal Credit Union chooses to share; and whether you can limit this sharing. HOW? Reasons we can share your personal information Does Caribe Northwest Federal shareCredit Union Share? Can you limit this sharing? For our everyday business purposes- Such purposes - such as to process your transactions, maintain your account(s) ), respond to court orders and legal investigations investigations, or to report to credit bureaus. YES NO bureaus Yes No For our marketing purposes- To purposes to offer our products and services to you YES NO Yes No For Joint joint marketing with other financial institutions NO NO companies No We do not share For our affiliates’ everyday business purposes- Information purposes - information about your transactions and experiences YES YES Yes No For our affiliates’ everyday business purposes- Information purposes - information about your creditworthiness YES YES Yes Yes For our affiliates to market to you YES YES Yes Yes For non-affiliates nonaffiliates to market to you NO No We don’t do not share To Limit Our Sharing : • Call 000-000-0000 • Visit us online xxx.xxxxx.xxx • Mail the form below Noteat the end of this agreement Please note: If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing. To limit our sharing? Questions? Call 000-000-0000 or go to xxx.xxxxxxxxxxxxx.xxx  MAILING FORM Xxxx any/xxx.xxxxx.xxx. WHO WE ARE Who is providing this notice? Northwest Federal Credit Union WHAT WE DO How does Northwest Federal Credit Union protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. How does Northwest Federal Credit Union collect my personal information? We collect your personal information, for example, when you. ✓Open an account or deposit money ✓Pay your bills or apply for a loan ✓Use your credit card or debit card ✓Use your credit or debit card We also collect your personal information from others, such as credit bureaus, affiliates, or other companies. Why can’t I limit all sharing? Federal law gives you want the right to limit:  Do not share information about my creditworthiness with your affiliates limit only ✓Sharing for their affiliates’ everyday business purposes–information about your creditworthiness.  Do not allow ✓Affiliates from using your affiliates to use my personal information to market meto you. ✓Sharing for non-affiliates to market to you State laws and individual companies may give you additional rights to limit sharing. What happens when I limit sharing for an account I hold jointly with someone else? Your choices will apply to everyone on your account.

WHAT. The types of personal information we collect and share depend on the product or service you have with us. This information can include:  Social Security Number number and employment information assets and income  Account account balances and payment transaction history  Credit history and credit score When you are no longer our customer, we continue to share your information as described in this notice. HOW? All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers customers’ personal information; , the reasons Caribe Federal chooses Fidelity Investments and the Fidelity Funds (hereinafter referred to as “Fidelity”) choose to share; , and whether you can limit this sharing. HOWREASONS WE CAN SHARE YOUR PERSONAL INFORMATION DOES FIDELITY SHARE? Reasons we can share your personal information Does Caribe Federal share? Can you limit this sharingCAN YOU LIMIT THIS SHARING? For our everyday business purposes- Such purposes — such as to process your transactions, maintain your account(s) ), respond to court orders and legal investigations investigations, or report to credit bureaus. YES NO bureaus Yes No For our marketing purposes- To purposes — to offer our products and services to you YES NO Yes No For Joint joint marketing with other financial institutions NO NO companies No We don’t share For our affiliates’ everyday business purposes- Information purposes — information about your transactions and experiences YES YES Yes No Fidelity Private Credit Fund | Subscription Agreement 15 For our affiliates’ everyday business purposes- Information purposes — information about your creditworthiness YES YES No We don’t share For our affiliates nonaffiliates to market to you YES YES For non-affiliates No We don’t share QUESTIONS? Call 800.000.0000. If we serve you through an investment professional, please contact them directly. Specific Internet addresses, mailing addresses, and telephone numbers are listed on your statements and other correspondence. WHO WE ARE Who is providing this notice? Companies owned by Fidelity Investments and using the Fidelity name to provide financial services to customers, and the Fidelity Funds. A list of companies is located at the end of this notice. WHAT WE DO How does Fidelity protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. How does Fidelity collect my personal information? We collect your personal information, for example, when you •open an account or direct us to buy/sell your securities •provide account information or give us your contact information •tell us about your investment portfolio We also collect your personal information from others, such as credit bureaus, affiliates, or other companies. Why can’t I limit all sharing? Federal law gives you the right to limit only •sharing for affiliates’ everyday business purposes — information about your creditworthiness •affiliates from using certain information to market to you NO We don’t share Mail the form below Note: If •sharing for nonaffiliates to market to you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When State laws and individual companies may give you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time additional rights to limit our sharing. To limit our sharing? Questions? Call 000-000-0000 or go to xxx.xxxxxxxxxxxxx.xxx  MAILING FORM Xxxx any/all you want to limit:  Do not share information about my creditworthiness with your affiliates for their everyday business purposes.  Do not allow your affiliates to use my personal information to market me.

WHAT. The types of personal information we collect and share depend on the product or service you have with us. This information can include:  Social Security Number and income  Account balances and payment history  Credit history and credit score How? All financial companies need to share customers’ ' personal information to run their everyday business. In the section below, we We list the reasons financial companies can share their customers customers' personal information; , the reasons Caribe Federal Horizon Credit Union chooses to share; , and whether you You can limit this sharing. HOW? Reasons we We can share your Your personal information Does Caribe Federal the Credit Union share? Can you You limit this sharing? For our Our everyday business purposes- Such purposes - such as to process your Your transactions, maintain your Your account(s) ), respond to court orders and legal investigations investigations, or report to credit bureaus. bureaus YES NO For our Our marketing purposes- To purposes - to offer our Our products and services to you You YES NO For Joint joint marketing with other financial institutions NO companies YES NO For our Our affiliates’ ' everyday business purposes- Information purposes - information about your Your transactions and experiences YES YES NO WE DON'T SHARE For our Our affiliates’ ' everyday business purposes- Information purposes - information about your Your creditworthiness YES YES NO WE DON'T SHARE For our Our affiliates to market to you YES YES You NO WE DON'T SHARE For non-affiliates to market to you You NO We don’t share Mail the form below Note: If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing. To limit our sharing? Questions? WE DON'T SHARE Call (000-) 000-0000 or go write to xxx.xxxxxxxxxxxxx.xxx  MAILING FORM Xxxx any/Us at: P.O. Box 687, Farmington, UT 84025-0687 Questions? What We do How does Horizon Credit Union protect my personal information? To protect Your personal information from unauthorized access and use, We use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. How does Horizon Credit Union collect my personal information? We collect Your personal information, for example, when You . open an account or deposit money . pay Your bills or apply for a loan . use Your credit or debit card We also collect Your personal information from others, such as credit bureaus, affiliates, or others. Why can't I limit all you want sharing? Federal law gives You the right to limit:  Do not share limit only . sharing for affiliates' everyday business purposes - information about my Your creditworthiness with your . affiliates for their everyday business purposes.  Do not allow your affiliates to use my personal from using Your information to market me.You . sharing for non-affiliates to market You State laws and individual companies may give You additional rights to limit sharing. Page 2 PRIVACY POLICY DISCLOSURE (continued)

WHAT. The types of personal information we collect and share depend on the product or service you have with us. This information can include:  • Social Security Number number and income  account transactions • Account balances and payment transaction history  Credit history and credit score • Wire transfer instructions HOW? All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers customers’ personal information; the reasons Caribe Federal chooses the Funds choose to share; and whether you can limit this sharing. HOW? Reasons we can share your personal information Does Caribe Federal share? Can you limit this sharingREASONS WE CAN SHARE YOUR PERSONAL INFORMATION DO WE SHARE: CAN YOU LIMIT THIS SHARING? For our everyday business purposes- Such purpose - such as to process your transactions, maintain your account(s) ), respond to court orders and legal investigations investigations, or report to credit bureaus. YES NO bureaus For our marketing purposes- To purposes - to offer our products and services to you YES NO Yes No No We do not share. For Joint joint marketing with other financial institutions NO NO companies No We do not share. For our affiliates’ everyday business purposes- Information purposes - information about your transactions and experiences YES YES For our affiliates’ everyday business purposes- Information purposes - information about your creditworthiness YES YES For our affiliates to market to you YES YES Yes No No We do not share. For non-affiliates to market to you NO No We dodo not share. WHO WE ARE Who is providing this notice? Xxxxxxx Capital Management WHAT WE DO How does Xxxxxxx Capital Management protect my personal information? How does Xxxxxxx Capital Management collect my personal information? Why can’t share Mail the form below Note: If you are a new customerI limit all sharing? To protect your personal information from unauthorized access and use, we can begin sharing use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. We collect your personal information, for example, when you • open an account • provide account information 30 days from or give us your contact information • make a wire transfer or deposit money Federal law gives you the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time right to limit our sharing. To limit our sharing? Questions? Call 000-000-0000 or go to xxx.xxxxxxxxxxxxx.xxx  MAILING FORM Xxxx any/all you want to limit:  Do not share information about my creditworthiness with your affiliates only • sharing for their affiliates’ everyday business purposes.  Do not allow -information about your creditworthiness • affiliates to use my personal from using your information to market meto you • sharing for non-affiliates to market to you State laws and individual companies may give you additional rights to limit sharing. [See below for more on your rights under state law.] DEFINITIONS Affiliates Companies related by common ownership or control. They can be financial and nonfinancial companies. Companies not related by common ownership or control. They can be financial and nonfinancial companies. Non-affiliates Joint marketing • Xxxxxxx Capital Management does not share with non-afiliates so they can market to you. A formal agreement between non-affiliated financial companies that together market financial products or services to you. • Xxxxxxx Capital Management does not jointly market.

WHAT. The types of personal information we collect and share depend on the product or service you have with us. This information can include:  ■ Social Security Number and income  Account balances and payment security number ■ Income ■ Assets ■ Risk tolerance ■ Wire transfer instructions ■ Transaction history  Credit history and credit score When you are no longer our customer, we continue to share information about you as described in this notice. HOW? All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers customers’ personal information; the reasons Caribe Federal Kxxxxxx Xxxxx chooses to share; and whether you can limit this sharing. HOW? Reasons we can share your personal information Does Caribe Federal share? Kxxxxxx Xxxxx Share Can you limit this sharing? For our everyday business purposes- Such purposes - such as to process your transactions, maintain your account(saccounts(s) or respond to court orders and legal investigations or report to credit bureausinvestigations. YES NO Yes No For our marketing purposes- To purposes - to offer our products and services to you YES NO No No For Joint joint marketing with other financial institutions NO NO companies No No For our affiliates’ everyday business purposes- Information purposes - information about your transactions and experiences YES YES No No For our affiliates’ everyday business purposes- Information purposes – information about your creditworthiness YES YES No We Don’t Share For our affiliates nonaffiliates to market to you YES YES For non-No We Don’t Share Questions? Call Rxxxxx Xxxxx Chief Compliance Officer, 212.782.3840 Who we are Who is providing this notice? Kxxxxxx Xxxxx Capital Holdings LLC FOR ALL SUBSCRIBERS What we do How does Kxxxxxx Xxxxx protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. How does Kxxxxxx Xxxxx collect my personal information? We collect your personal information, for example, when you ■ Enter into an investment advisory contract ■ Give us your employment history Why can’t I limit all sharing? Federal law gives you the right to limit only ■ sharing for affiliates’ everyday business purposes—information about your creditworthiness ■ affiliates from using your information to market to you NO We don’t share Mail the form below Note: If ■ sharing for nonaffiliates to market to you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When State laws and individual companies may give you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time additional rights to limit our sharing. To limit our sharing? Questions? Call 000-000-0000 or go to xxx.xxxxxxxxxxxxx.xxx  MAILING FORM Xxxx any/all you want to limit:  Do not share information about my creditworthiness with your affiliates for their everyday business purposes.  Do not allow your affiliates to use my personal information to market me.

WHAT. The types of personal information we collect and share depend on the product or service you have with us. This information can include:  • Social Security Number and income  • Account balances and payment history  • Credit history and credit score HOW? All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers personal information; the reasons Caribe Federal chooses to share; and whether you can limit this sharing. HOW? Reasons we can share your personal information Does Caribe Federal share? Can you limit this sharing? For our everyday business purposes- Such as to process your transactions, maintain your account(s) respond to court orders and legal investigations or report to credit bureaus. YES NO For our marketing purposes- To offer our products and services to you YES NO For Joint marketing with other financial institutions NO NO For our affiliates’ everyday business purposes- Information about your transactions and experiences YES YES For our affiliates’ everyday business purposes- Information about your creditworthiness YES YES For our affiliates to market to you YES YES For non-affiliates to market to you NO We don’t share To limit our sharing? Mail the form below Note: If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing. To limit our sharing? Questions? Call 000-000-0000 or go to xxx.xxxxxxxxxxxxx.xxx  ✂ MAILING FORM Xxxx Mark any/all you want to limit:  ⬜ Do not share information about my creditworthiness with your affiliates for their everyday business purposes.  ⬜ Do not allow your affiliates to use my personal information to market me.

WHAT. The types of personal information we collect and share depend on the product or service you have with us. This information can include:  > Social Security Number number and income  Transaction History > Account balances Balances and payment history  Account Transactions > Credit history History and credit score Mortgage Rates and Payments HOW All financial companies need to share customersmembers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers members’ personal information; the reasons Caribe Federal GTE Financial chooses to share; and whether you can limit this sharing. HOWREASONS WE CAN SHARE SHARED? Reasons we can share your personal information Does Caribe Federal shareCAN YOU LIMIT? Can you limit this sharing? For our everyday Everyday business purposes- Such as to purposes Yes No process your transactions, maintain your account(s) ), respond to court orders and orders, legal investigations investigations, or report to credit bureaus. YES NO For our marketing purposes- To ) Marketing purposes Yes Yes* offer our products and services to you YES NO For Joint marketing with other Yes Yes* financial institutions NO NO For our companies Our affiliates’ everyday Yes Yes* business purposes- Information purposes info about your transactions and experiences YES YES For our Our affiliates’ everyday No We Don’t Share business purposes- Information purposes info about your creditworthiness YES YES For our affiliates Nonaffiliates to market to you YES YES For non-affiliates to market to you NO No We doDon’t share Mail the form below NoteShare To limit our sharing or questions Call 000.000.0000 or 888.871.2690 ext.40401 Please note: If you are a new customermember, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice. However, you can You may contact us at any time to limit our sharingsharing of printed and electronic marketing materials tailored specifically for you. Who we are Who is providing this notice? GTE Financial What we do How does GTE Financial protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. How does GTE Financial collect my personal information? We collect your personal information, for example, when you > Open an Account or Show Your Driver’s License > Apply for a Loan or Make a Wire Transfer > Give us Your Employment History We also collect your personal information from others, such as, credit bureaus, and other companies. Why can’t I limit our all sharing? Questions? Call 000-000-0000 or go Federal law gives you the right to xxx.xxxxxxxxxxxxx.xxx  MAILING FORM Xxxx any/all you want to limit:  Do not share information about my creditworthiness with your affiliates limit only > Sharing for their affiliates’ everyday business purposes.  Do not allow —information about your affiliates to use my personal creditworthiness > Affiliates from using your information to market meto you > Sharing for nonaffiliates to market to you State laws and individual companies may give you additional rights to limit sharing. What happens when I limit sharing for an account that I hold jointly with someone else? Your choices will apply to everyone on your account.

WHAT. The types of personal information we collect and share depend on the product or service you have with us. This information can include:  > Social Security Number number and income  Transaction History > Account balances Balances and payment history  Account Transactions > Credit history History and credit score Mortgage Rates and Payments HOW All financial companies need to share customersmembers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers members’ personal information; the reasons Caribe Federal GTE Financial chooses to share; and whether you can limit this sharing. HOWREASONS WE CAN SHARE SHARED? Reasons we can share your personal information Does Caribe Federal shareCAN YOU LIMIT? Can you limit this sharing? For our everyday Everyday business purposes- Such as to purposes Yes No process your transactions, maintain your account(s) ), respond to court orders and orders, legal investigations investigations, or report to credit bureaus. YES NO For our marketing purposes- To ) Marketing purposes Yes Yes* offer our products and services to you YES NO For Joint marketing with other Yes Yes* financial institutions NO NO For our companies Our affiliates’ everyday Yes Yes* business purposes- Information purposes info about your transactions and experiences YES YES For our Our affiliates’ everyday No We Dont’ Share business purposes info about your creditworthiness Nonaffiliates to market to you No We Don’t Share Who we are Who is providing this notice? GTE Financial What we do How does GTE Financial protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. How does GTE Financial collect my personal information? We collect your personal information, for example, when you > Open an Account or Show Your Driver’s License > Apply for a Loan or Make a Wire Transfer > Give us Your Employment History We also collect your personal information from others, such as, credit bureaus, and other companies. Why can’t I limit all sharing? Federal law gives you the right to limit only > Sharing for affiliates’ everyday business purposes- Information purposes—information about your creditworthiness YES YES For our affiliates > Affiliates from using your information to market to you YES YES For non-affiliates > Sharing for nonaffiliates to market to you NO We don’t share Mail the form below Note: If State laws and individual companies may give you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time additional rights to limit our sharing. To What happens when I limit our sharingsharing for an account I hold jointly with someone else? Questions? Call 000-000-0000 or go Your choices will apply to xxx.xxxxxxxxxxxxx.xxx  MAILING FORM Xxxx any/all you want to limit:  Do not share information about my creditworthiness with everyone on your affiliates for their everyday business purposes.  Do not allow your affiliates to use my personal information to market meaccount.

WHAT. The types of personal information we collect and share depend on the product or service you have with us. This information can include:  > Social Security Number number and income  Transaction History > Account balances Balances and payment history  Account Transactions > Credit history History and credit score Mortgage Rates and Payments HOW All financial companies need to share customersmembers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers members’ personal information; the reasons Caribe Federal GTE Financial chooses to share; and whether you can limit this sharing. HOWREASONS WE CAN SHARE SHARED? Reasons we can share your personal information Does Caribe Federal shareCAN YOU LIMIT? Can you limit this sharing? For our everyday Everyday business purposes- Such as to purposes Yes No process your transactions, maintain your account(s) ), respond to court orders and orders, legal investigations investigations, or report to credit bureaus. YES NO For our marketing purposes- To ) Marketing purposes Yes Yes* offer our products and services to you YES NO For Joint marketing with other Yes Yes* financial institutions NO NO For our companies Our affiliates’ everyday Yes Yes* business purposes- Information purposes info about your transactions and experiences YES YES For our Our affiliates’ everyday No We Dont’ Share business purposes- Information purposes info about your creditworthiness YES YES For our affiliates Nonaffiliates to market to you YES YES For non-affiliates to market to you NO No We doDon’t share Mail the form below NoteShare To limit our sharing or questions Call 000.000.0000 or 888.871.2690 ext.40401 Please note: If you are a new customer, member we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice. However, you can You may contact us at any time to limit our sharingsharing of printed and electronic marketing materials tailored specifically for you. Who we are Who is providing this notice? GTE Financial What we do How does GTE Financial protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. How does GTE Financial collect my personal information? We collect your personal information, for example, when you > Open an Account or Show Your Driver’s License > Apply for a Loan or Make a Wire Transfer > Give us Your Employment History We also collect your personal information from others, such as, credit bureaus, and other companies. Why can’t I limit our all sharing? Questions? Call 000-000-0000 or go Federal law gives you the right to xxx.xxxxxxxxxxxxx.xxx  MAILING FORM Xxxx any/all you want to limit:  Do not share information about my creditworthiness with your affiliates limit only > Sharing for their affiliates’ everyday business purposes.  Do not allow —information about your affiliates to use my personal creditworthiness > Affiliates from using your information to market meto you > Sharing for nonaffiliates to market to you State laws and individual companies may give you additional rights to limit sharing. What happens when I limit sharing for an account I hold jointly with someone else? Your choices will apply to everyone on your account.

WHAT. The types of personal information we collect and share depend on the product or service you have with us. This information can include:  ✓Social Security Number number and income  income. ✓Account balances and payment history  history. ✓Credit history and credit score scores. HOW? All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers personal information; the reasons Caribe Northwest Federal Credit Union chooses to share; and whether you can limit this sharing. HOW? Reasons we can share your personal information Does Caribe Northwest Federal shareCredit Union Share? Can you limit this sharing? For our everyday business purposes- Such purposes - such as to process your transactions, maintain your account(s) ), respond to court orders and legal investigations investigations, or to report to credit bureaus. YES NO bureaus Yes No For our marketing purposes- To purposes to offer our products and services to you YES NO Yes No For Joint joint marketing with other financial institutions NO NO companies No We do not share For our affiliates’ everyday business purposes- Information purposes - information about your transactions and experiences YES YES Yes No For our affiliates’ everyday business purposes- Information purposes - information about your creditworthiness YES YES Yes Yes For our affiliates to market to you YES YES Yes Yes For non-affiliates nonaffiliates to market to you NO No We don’t do not share To Limit Our Sharing : • Call 000-000-0000 • Visit us online xxx.xxxxxxxxxxx.xxx • Mail the form below Noteat the end of this agreement Please note: If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing. To limit our sharing? Questions? Call 000-000-0000 or go to xxx.xxxxxxxxxxxxx.xxx  MAILING FORM Xxxx any/xxx.xxxxxxxxxxx.xxx. WHO WE ARE Who is providing this notice? Northwest Federal Credit Union WHAT WE DO How does Northwest Federal Credit Union protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. How does Northwest Federal Credit Union collect my personal information? We collect your personal information, for example, when you. ✓Open an account or deposit money ✓Pay your bills or apply for a loan ✓Use your credit card or debit card ✓Use your credit or debit card We also collect your personal information from others, such as credit bureaus, affiliates, or other companies. Why can’t I limit all sharing? Federal law gives you want the right to limit:  Do not share information about my creditworthiness with your affiliates limit only ✓Sharing for their affiliates’ everyday business purposes–information about your creditworthiness.  Do not allow ✓Affiliates from using your affiliates to use my personal information to market meto you. ✓Sharing for non-affiliates to market to you State laws and individual companies may give you additional rights to limit sharing. What happens when I limit sharing for an account I hold jointly with someone else? Your choices will apply to everyone on your account.

WHAT. The types of personal information we collect and share depend on the product or service you have with us. This information can include:  Social Security Number number and employment information assets and income  Account account balances and payment transaction history  Credit history and credit score When you are no longer our customer, we continue to share your information as described in this notice. HOW? All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers customers’ personal information; , the reasons Caribe Federal chooses Fidelity Investments and the Fidelity Funds (hereinafter referred to as “Fidelity”) choose to share; , and whether you can limit this sharing. HOWFidelity Private Credit Fund | Subscription Agreement 12 REASONS WE CAN SHARE YOUR PERSONAL INFORMATION DOES FIDELITY SHARE? Reasons we can share your personal information Does Caribe Federal share? Can you limit this sharingCAN YOU LIMIT THIS SHARING? For our everyday business purposes- Such purposes — such as to process your transactions, maintain your account(s) ), respond to court orders and legal investigations investigations, or report to credit bureaus. YES NO bureaus Yes No For our marketing purposes- To purposes — to offer our products and services to you YES NO Yes No For Joint joint marketing with other financial institutions NO NO companies No We don’t share For our affiliates’ everyday business purposes- Information purposes — information about your transactions and experiences YES YES Yes No For our affiliates’ everyday business purposes- Information purposes — information about your creditworthiness YES YES No We don’t share For our affiliates nonaffiliates to market to you YES YES For non-affiliates No We don’t share QUESTIONS? Call 800.000.0000. If we serve you through an investment professional, please contact them directly. Specific Internet addresses, mailing addresses, and telephone numbers are listed on your statements and other correspondence. WHO WE ARE Who is providing this notice? Companies owned by Fidelity Investments and using the Fidelity name to provide financial services to customers, and the Fidelity Funds. A list of companies is located at the end of this notice. WHAT WE DO How does Fidelity protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. How does Fidelity collect my personal information? We collect your personal information, for example, when you •open an account or direct us to buy/sell your securities •provide account information or give us your contact information •tell us about your investment portfolio We also collect your personal information from others, such as credit bureaus, affiliates, or other companies. Fidelity Private Credit Fund | Subscription Agreement 13 Why can’t I limit all sharing? Federal law gives you the right to limit only •sharing for affiliates’ everyday business purposes — information about your creditworthiness •affiliates from using certain information to market to you NO We don’t share Mail the form below Note: If •sharing for nonaffiliates to market to you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When State laws and individual companies may give you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time additional rights to limit our sharing. To limit our sharing? Questions? Call 000-000-0000 or go to xxx.xxxxxxxxxxxxx.xxx  MAILING FORM Xxxx any/all you want to limit:  Do not share information about my creditworthiness with your affiliates for their everyday business purposes.  Do not allow your affiliates to use my personal information to market me.