Are my funds with Carry safe? Are my accounts insured

Your assets are protected through multiple layers of security and insurance, depending on the type of account:

For traditional brokerage investment accounts:

• Your securities and cash are held by DriveWealth, LLC, a licensed broker-dealer regulated by the SEC and FINRA. Carry never directly holds or has custody of your money or investments.

• Your account at DriveWealth is protected by SIPC insurance up to $500,000 (including $250,000 for cash). This protects against broker failure, but not market losses.

For retirement accounts (IRAs) investing in Alternative Assets:

• American Estate & Trust (AET) serves as the qualified IRA custodian, providing additional oversight and regulatory protection for retirement assets.

For Solo 401(k) accounts investing in Alternative Assets:

• Your 401(k) bank account is held at Grasshopper Bank, where funds are FDIC insured up to standard federal limits ($250,000).

It's important to understand that while these protections safeguard your assets against institutional failure, they do not protect against normal market fluctuations or investment losses. Like any investment account, the value of your portfolio will rise and fall with market conditions.

For more information about FDIC or SIPC protection, visit www.sipc.org or www.fdic.gov