­Moonshot vs AllocateLite Client

Moonshot is the easiest way to discover, buy, and sell memecoins. Convert cash to moonshots in minutes. EASY DEPOSIT & WITHDRAWAL ■ Make cash deposits with Apple Pay, credit & debit cards, and bank transfers in a few minutes. ■ Cash out your holdings at any time with easy bank transfers. FIND MOONSHOTS ■ See trending memes that people are buying most. ■ Get live updates about hot moonshots and track your holdings. ■ Share your gains with your friends after taking profits. STAY IN CONTROL ■ Sign in with Face ID; no password needed. ■ Own your funds. Moonshot is a self-custodial wallet that only you have control over. We can never access or freeze your funds. ■ Export your wallet keys at any time. SUPPORT & TERMS ■ Have feedback? Please contact us at https://support.moonshot.com ■ Terms of service available at https://moonshot.com/terms DISCLOSURES Moonshot is not an exchange and provides no investment advice, offers, solicitations, or recommendations. All memecoins on this platform are intended for entertainment, social interaction, and cultural purposes only. Memecoins do not possess utility or functionality. Digital assets are highly speculative and may experience significant and unpredictable market price volatility. Users should expect no profit or return and may lose their entire investment. Fiat-crypto conversion provided by Coinbase Global, Inc., Robinhood Crypto, LLC, or MoonPay, Inc. Cash balances held in USDC. All transactions occur on-chain via your self-custodial wallet. Moonshot charges transaction fees that vary with network conditions. Moonshot is merely a visual interface to decentralized exchanges and does not exchange, develop, create, maintain, or endorse any digital asset. Price data may be inaccurate or delayed.

AllocateLite Client puts your full financial picture in your pocket. The mobile companion to your AllocateLite Client account, it connects your investments, your everyday money, and your plan — so you always know where you stand and what comes next, wherever you are. TRACK YOUR PORTFOLIO • See your holdings, asset allocation, and net worth at a glance • Compare your portfolio against the benchmarks you care about • Review your risk profile and future projections UNDERSTAND YOUR MONEY • Securely link your bank, credit, and investment accounts • Follow your cash flow, spending, and subscriptions in one place • Keep track of your assets, liabilities, and progress toward your goals PROPOSALS & DOCUMENTS • Review and sign proposals right from your phone — no printing, no paperwork • Find and store your important documents in one secure place INVEST THE WAY YOU WANT • Set your risk tolerance and preferences through a simple guided setup • Add values-based restrictions and priorities so your portfolio reflects what matters to you Use it alongside AllocateLite Client on the web — everything stays in sync, so you can pick up right where you left off on any device. AllocateLite Client is a free companion app designed exclusively for existing clients for AllocateLite. To get started, simply sign in using the credentials provided by your advisory team. Note: Account access must be provisioned by your professional advisor.