Willow Wealth vs BlackRock Cachematrix Direct

Join more than 500,000+ members diversifying their portfolios with private markets.* Willow Wealth, formerly Yieldstreet, seeks to make it simple to diversify your portfolio with real estate, private equity, private credit, and more — all in one place. INVEST YOUR WAY + Build your own portfolio: Select from a wide range of individual investments and diversified funds across private markets asset classes. + Let us manage it for you: Willow 360, our automated investing solution, builds and manages a diversified private markets portfolio on your behalf. EXPERIENCED MANAGERS Gain exposure to investments managed by some of the world’s largest institutions and specialized sponsors. CURATED AND VETTED FOR YOU Invest with confidence knowing that all opportunities pass our comprehensive multi-step vetting process. DEDICATED SUPPORT Our team of private markets professionals are here to offer support and guidance throughout your journey. GET STARTED Create your free account at willowwealth.com, then invest and track your portfolio with the app. — *As of September 30, 2025. Diversification does not ensure a profit or protect against a loss in a declining market. Alternative investments involve specific risks that may be greater than those associated with traditional investments; are not suitable for all clients; and intended for experienced and sophisticated investors who meet specific suitability requirements and are willing to bear the high economic risks of the investment. Investments of this type may engage in speculative investment practices; carry additional risk of loss, including possibility of partial or total loss of invested capital, due to the nature and volatility of the underlying investments; and are generally considered to be illiquid due to restrictive repurchase procedures. These investments may also involve different regulatory and reporting requirements, complex tax structures, and delays in distributing important tax information. No U.S. or foreign securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided by or through us. Please see important disclosures at https://www.willowwealth.com Willow Asset Management LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Willow Wealth Markets LLC is an indirect subsidiary of Willow Wealth Inc., is a broker-dealer registered with the Securities and Exchange Commission (“SEC”), a member of the Financial Industry Regulatory Authority (“FINRA”) and the Securities Investor Protection Corporation (“SIPC”). Information on all FINRA registered broker-dealers can be found on FINRA’s BrokerCheck (https://brokercheck.finra.org/firm/summary/172295). Despite its affiliation with Willow Asset Management LLC, Willow Wealth Markets LLC has no role in the investment advisory services received by Willow Wealth clients. Any historical returns, expected or target returns, or probability projections may not reflect actual future performance and is no guarantee of future results. All securities involve risk and may result in significant loss. This should be construed as a solicitation or offer, or recommendation, to buy or sell any security. Financial advisory services are only provided to clients of Willow Asset Management LLC pursuant to a written advisory agreement. For more information please visit willowwealth.com to see our Full Disclosure. Regulatory disclosures: Terms of Use (https://www.willowwealth.com/terms), Privacy Policy (https://www.willowwealth.com/privacy), Form CRS (https://www.willowwealth.com/form-crs-client-relationship-summary), and Reg BI Disclosures (https://www.willowwealth.com/regulation-best-interest-disclosure). SECURITIES INVESTMENTS: NOT FDIC INSURED; NO BANK GUARANTEE; MAY LOSE VALUE. Copyright © 2026 Willow Wealth Inc. All rights reserved.

Welcome to BlackRock Cachematrix Direct, the platform designed to optimize cash management and help bring efficiency to your day. Now you can access key features from our web-based portal on-the-go from your mobile device. What exactly does the BlackRock Cachematrix Direct mobile app offer clients? > Create and submit orders > Approve or reject dual authorization orders > Monitor your orders, including notifications of status changes > Analyze your cash portfolios > Check balances and fund data > View account activity all in one place > Review historical transaction records across accounts Please note that you must have an account on BlackRock® Cachematrix™ to leverage the features of this app. Contact CachematrixDirectInfo@blackrock.com for more information. RISK Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested. Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy. Changes in the rates of exchange between currencies may cause the value of investments to diminish or increase. Fluctuation may be particularly marked in the case of a higher volatility fund and the value of an investment may fall suddenly and substantially. Levels and basis of taxation may change from time to time. IMPORTANT INFORMATION This material is for distribution to Professional Clients (as defined by the Financial Conduct Authority or MiFID Rules) only and should not be relied upon by any other persons. In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel: + 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock. In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20-549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded. The information contained in this application, does not constitute and should not be construed as an offer of, invitation or proposal to make an offer for, recommendation to apply for or an opinion or guidance on a financial product, service and/or strategy. Whilst great care has been taken to ensure that the information contained in this application is accurate, no responsibility can be accepted for any errors, mistakes or omissions or for any action taken in reliance thereon. You may only reproduce, circulate and use this application (or any part of it) with the consent of BlackRock. In the U.S. This material is intended for Institutional Investors only – not for public distribution. Prepared by BlackRock Investment Management (UK) Limited. Registered in England No. 2020394. Registered office: 12 Throgmorton Avenue, London EC2N 2DL Authorised and regulated by the Financial Conduct Authority. Prepared by BlackRock (Netherlands) B.V. Prepared by BlackRock Investments, LLC, member FINRA. Unauthorized reproduction, transmission or storage expressly prohibited. Cachematrix Software Solutions, LLC is an indirect, wholly-owned subsidiary of BlackRock, Inc. Copyright© 2026. Cachematrix Software Solutions, LLC. All rights reserved, U.S Pat. Nos. 7,835,976 & 7,983,969 & 8,099,354 L&L0126-5124247-EXP0127