The “TAKE3” promotional offer (the “Promotional Offer”) is offered to those who sign up for a monthly Ellevest plan on or before 11:59 PM EST on 6/30/2023 (the “Promotional Period”). This Promotional Offer is only available to new Ellevest clients, and cannot be combined with any other offers or promotions. Ellevest fees are waived under the Promotional Offer for new Clients for the first three months of their plan period, starting on the date the Ellevest Plan Terms and Conditions Agreement is acknowledged (the “Effective Date”).

Ellevest reserves the right to refuse to award you the Promotional Offer if it determines, in its sole discretion, that the promotion was claimed under wrongful or fraudulent circumstances, that your participation is against the spirit of the program, that making payment would constitute a violation of your Ellevest Plan Terms and Conditions Agreement or applicable federal or state law, or that incomplete or inaccurate information was provided. Ellevest reserves the right to end or modify any promotion at any time.

Ellevest fees and additional information can be found at www.ellevest.com. Other fees as described in Ellevest’s Wrap Fee Program Brochure and the Ellevest Plan Terms and Conditions Agreement will continue to apply.

© 2023 Ellevest, Inc. All Rights Reserved.

The information provided is current as of the date of this writing and for informational purposes only. It should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities, and should not be considered specific legal, investment or tax advice.

Investing entails risk, including the possible loss of principal, and past performance is not predictive of future results.

Ellevest, Inc. is an SEC-registered investment adviser. Ellevest fees and additional information can be found at www.ellevest.com.