Although Wilton Investment Services B.V. has taken the utmost care in compiling the content of this report, no guarantees can be given regarding the accuracy and completeness of the published information. The positions in your portfolio are valued at the latest known price available to us. No rights can be derived from the content of this report. If you discover any inaccuracies or incomplete information in this report, we kindly ask you to notify us in writing within 30 days of its dispatch. After this period, the client is deemed to have discharged Wilton Investment Services B.V. from any liability concerning the advice provided by Wilton Investment Services B.V. during the relevant period. The content of this report is strictly personal and confidential.

It is for informational purposes only and should not be read as investment advice. The simulations in this report are based on assumptions regarding risk, return, and correlations between various investment categories. Naturally, such assumptions may not hold true in practice, which can significantly impact the conclusions of the investment plan.

All forms of investing carry risks. The risks depend on the investment. An investment can be more or less risky. In general, higher expected returns are associated with greater risks. Particularly when investing in foreign securities, the political environment of the respective country can affect the value of the investment. Additionally, when investing in foreign securities, currency risk should be taken into account. For more information, please request: “Characteristics of Securities and the Associated Specific Risks” from Wilton Investment Services B.V.

Wilton Family Office has terminated its role as Investment Advisor to the Luxembourg-based Telesto Fund and the Orion Constellation (SRPO Sub) Fund as of September 1, 2024.

Wilton does not take into account the EU criteria for environmentally sustainable economic activities in its investment policy.

J.H. Wilton is a co-initiator and co-shareholder of DVB Capital Partners and the real estate investment company De Vrije Blick. This company is, among other things, the manager of the investment institution De Vrije Blick Vastgoed Coöperatief U.A.

Wilton Investment Services is registered with the Dutch Authority for the Financial Markets (AFM) under the Financial Supervision Act (Wft). For more information, see www.afm.nl. General terms and conditions applicable to all services provided by Wilton Investment Services B.V. can be requested from Wilton Investment Services B.V., P.O. Box 4667, 4803 ER Breda, The Netherlands.