Carrying Agreement Sample Contracts

AMENDED AND RESTATED CARRYING AGREEMENT
Carrying Agreement • May 10th, 2021 • Fusion Acquisition Corp. • Finance services

THIS AMENDED AND RESTATED CARRYING AGREEMENT dated 10/29/2020 (the “Agreement”) is between DRIVEWEALTH, LLC, a broker-dealer registered with the SEC and a member of FINRA (“DriveWealth”), and ML WEALTH, LLC a SEC registered investment advisor (“Company”).

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= Certain identified information has been excluded from the exhibit because it is both not material and is the type that the Registrant treats as private or confidential AMENDMENT NO. 4 TO THE AMENDED AND RESTATED CARRYING AGREEMENT
Carrying Agreement • November 7th, 2024 • Moneylion Inc. • Finance services

This fourth amendment (the “Fourth Amendment”) is made between DRIVEWEALTH, LLC (“DriveWealth”), and ML WEALTH, LLC (“Company”), and is effective as of 7/10/2024 (the “Fourth Amendment Effective Date”).

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