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EFTA01268383 | EFTA01268384 TO Ameritrade Acct 3. TRANSFER INSTRUCTION Please review the following instructions and complete the proper section(s) for your transfer request. Only one sub-section (such as. A. B. C, or O) can be selected per transfer. Cheek box for Full or Partial Transfer. Only whole shares can be requested, as fractional shares cannot be transferred. Please contact the delivering firm regarding your options. For Partial Transfers. kst descriptions of assets and shares. Unless otherwise indicated. TD Ameritrade will transfer in Full. Please note—TO Ameritrade cannot request Mutual Funds held at Brokerage Firms to be liquidated. To place trades for liquidation, please contact the delivering firm prior to submitting the transfer request. Some money market funds are self-liquidating. To liquidate others, please contact the delivering firm. A. BROKERAGE FIRM TRANSFER Full Transfer—To transfer entire account, check here and then skip to the Signature Section 4, and complete Section 5 andfor Section 6 (il applicable). Partial Transfer-List specific security and/or cash amount in the lines given below If bonds are being transferred. please supply the Et Bond CUSIP. Only whole shares can be requested as fractional shares cannot be transferred. Please contact the delivering firm egarding your options. B. Asset Description (CUSIP or symbol) (Partial Transfers Only) Quantity (Indicate a of whoa, shams or -ALL') ASNA 70500 FMI 49830 SGMO 50000 Asset Description (CUSIP or symbol) (Partial Transfers Only) Quantity (Indent* I of ends shams or "ALL) MUTUAL FUND COMPANY TRANSFER Full Transfer—To transfer entire account, check here. Partial Transfer—List specific mutual funds in the lines given below. Cheek box for in-kind or Liquidation Transfer. Please list the Symbol or CUSIP for the Mutual Fund(s) you wish to move. Unless otherwise Indicated, TD Ameritrade wit transfer shares in-kind. This section pertains only to shares of Mutual Funds held directly with the fund company, for brokerage accounts containing Mutual Funds and/or Stocks please complete the Brokerage Firm Transfer section (Section 3A, above). 'Proprietary MutualFunds and all no-load Money Market funds cannot be transferred in-kind and mus be liquidated. Fund Name or Symbol Quantity /mai:area of shares or ALL') Mutual Fund Account a Handling (Chet* one) • n-Kind °Liquidate Gains & Dividends (Check one 11ln-tend) °Reinvest OCash II n-Kind • Liquidate AReinvest Cash OIn-Kind °Liquidate • Reinvest • Cash R rwest EICash Oln-Knd II Liquidate OReirwest °Cash In-Kind •Rel Liquidate 'If you are transferring more funds than will fit above, please include an attached list for the complete list of funds. A statement MUST be included to ensure proper handling and processing of your MutualFund transfer. • Unless otherwise indicated, I authorize the Transferor to liquidate any non-transferable proprietary money market and mutual fund assets that are part of my account and to transfer the resulting credit balance to my account with TO Ameritrade. If the fund is unable to be held by TO Ameritrade, I (please initial here) authorize the Transferor to tiquidate and transfer as cash. Page 2 o(4 OWire (fees may apply) 0 Check MA 190 F 07/16 EFTA01268384
February 14, 2026 at 9:56 AM