Willow Wealth vs Equity Trust

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.

Take control of your retirement—anytime, anywhere. The Equity Trust app puts your self-directed IRA in your hands. Use it to view balances, track investments, and manage your retirement account with confidence on your mobile device. Connect directly to myEQUITY, our online account management system, and take action across a broad range of traditional and alternative assets. Invest using IRAs, including Traditional, Roth, SEP, or SIMPLE IRAs, or Solo 401(k) plans in everything from public market assets to alternative investments like real estate, crypto, private equity, private debt, precious metals, and through a Brokerage account. What you can do with the Equity Trust app: -View your IRA balances, asset values, and transaction activity -Access myEQUITY to request investments, distributions, and bill payments -Access and download tax forms and statements -Track IRA contributions and distributions -Manage and update beneficiary details We’re committed to keeping your account access safe and secure. Your information is protected with modern security measures, including multi-factor authentication. Take control of your retirement with the Equity Trust App. Download now and experience the convenience of managing your self-directed IRA – right from your phone. Disclaimer: Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney, CPA, or financial professional.