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samuelplee@intrinsicinvestment.com

Office: 224.592.5856

1701 E Lake Avenue

Suite 257

Glenview, IL 60025

IWM Silicon Valley Branch Office

1021 S Wolfe Rd Ste 105

Sunnyvale, CA 94086

Office: 408.805.5307

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2026 FMG Suite.

This commentary was created by and shared with permission from FMG for informational purposes only. The views expressed are those of the author. This reprint should not be construed as an offer to sell or a solicitation of an offer to buy any product. Intrinsic Wealth Management cannot guarantee the accuracy or completeness of statements or data herein. The commentary does not take into account any investor’s particular investment objectives, strategies, tax status, or time horizon. There are no assurances that the techniques and strategies discussed are suitable for all investors or that the predicted results will occur. The commentary does not constitute investment advice, tax advice, or legal advice. All investments are subject to risk, and past performance is no guarantee of future results.

Intrinsic Wealth Management is an Investment Advisor Representative with Highpoint Advisor Group, LLC, a Registered Investment Advisor. Investment advice offered through Highpoint Advisor Group, 2651 Warrenville Road, Suite 200, Downers Grove, IL 60515 (630) 719-9222. Please consult a tax professional for any specific questions regarding your tax situation.

Intrinsic Wealth Management is a d/b/a of HighPoint Advisor Group, LLC (HPAG), a registered investment advisor. For current HPAG information, please visit www.advisorinfo.sec.gov and search by CRD#316636.