Recurring Transaction Agreement

Recurring investments for stocks, Exchange Traded Funds (ETFs), and other Exchange Traded Products (ETPs) will be placed as market orders on the planned investment date. Recurring investments in mutual funds will receive the public offering price on the day of the transaction. If the investment date falls on a weekend, holiday, or beyond the end of the month (29th, 30th, or 31st), your purchase will occur on the next business day. Digital Brokerage Services LLC (DBS) will handle your reoccurring orders under a recurring investment plan on a best effort basis subject to market conditions and business interruptions and will not be responsible for any failure to place an order or obtain an execution on any applicable date or at any specific time.

Market orders may represent a risk as securities prices can change sharply. These orders are entered as fraction share orders, they will be treated as not-held orders and they are handled in the manner described in the Fractional Share Trading section of the Customer Agreement applicable to your DBS brokerage account.

All recurring investments in mutual funds must meet mutual fund eligibility and minimum investment requirements, as described in the applicable fund prospectus.

If the cash buying power needed for your automatic investment is not available in your core position, your scheduled purchase will be skipped. If funds are not available and the purchase is skipped, the associated plan will not be canceled.

This authorization may only be revoked by deleting the associated plan for recurring transactions within the Plynk app or emailing DBS with a request to delete such, in such time and manner as to afford DBS a reasonable opportunity to act upon it. The associated plan may be edited no later than two business days before the scheduled transaction date. To retain this agreement, save to your mobile device as a picture using the screenshot function.

Stock markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments. As prices for stocks, mutual funds, ETFs and ETPs fluctuate over time, recurring investments require ongoing monitoring by you. Investing in stock involves risks, including the loss of principal.