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EFTA01268457 | EFTA01268458 TD Amentrade Acct or 867-730320 A. BROKERAGE FIRM TRANSFER (Unless otherwise indicated, TO Ameritrade will transfer in Ful0 OFull Transfer—To transfer entire account, check here and skip to Section 4. ['Partial Transfer—List specific security and/or cash amount below. If bonds are being transferred. please supply the CUSIR Only whole shams can be requested as fractional shares cannot be transferred. Please contact the delivering firm regarding your options. B. Asset Description (CUSIP or symbol) (Partial Transfers Only) Quantity (Theca:ego/ wittiest's/es orALL') Asset Description (CUSIP or symbol) (Penal Transfers Only) Quantity (Indicate a orator@ shams or-ALL') 1. 04821XAK4 2,000,000 5. 30182RAA9 3,000,000 2. 172987J7.5 3,000,000 8.381880208 80,000 3. 172987341 79,000 7. A29888AB5 2,000,000 4. 17453BAW1 1,000,000 8. 4862511HA1 5,760,000 BANK/CREDIT UNION 8 ANNUITY TRANSFER Transfer cash only. Unless otherwise indicated, all cash will bo transferred. Banks, Annuity, and Trust Companies require Original Client Signature. Please mall the Original form to complete the transfer request. IRA Savings Accounts—Typically held with BanicICredit Union. OTotal Transfer (Transfer entire account) EI Wire (fees ft:vagary) 0 Chock ['Partial Transfer (Transfer part of account) Portion to transfer Certificates of Deposit (CDs). ORedeem my CD immediately. am aware of; and acknowledge, that I am responsible for any penalties that 1may incur from any early withdrawal. OFtedeem my CD at maturity. Maturity Date: Submit request at least 21days prior to maturity Please advise your bank not to roll over your CD to a new term. Indicate In this section whether you with to liquidate the CO irnmediatey or at maturity For any investment instruments that hove n renewal deadline. maturity date, surrender charge period/window, etc., paperwork must be received by TD Amstede in good order three weeks prior to the firm deadline to allow for proper processing times. To liquidate a CO held in a non-retirement account, contact the bank or credit union at which the assets are being held. Annuity Transfer 0Transfer my Annuity 0 Full 0 Partial s I have an annuity policy that I wish to transfer Please redeem and terminate on my behalf I am aware of, and acknowledge, that i am responsible (or any penalties Matt may Incur from any early withdrawal. 0 Wire (Ins mayapply) 0 Check Select only one: Liquidate annuity in full or partial liquidation. If partial is selected, amount for partial must be included. TD Ameritrade Is not responsible for the liming or execution of liquidations processed by the delivering firm. C. MUTUAL FUND COMPANY TRANSFER 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 w,i transfer shares in-kind. This section pertains only to shares of Mutual Funds held direcsy with the fund company, for brokerage accounts containing Mutual Funds and/or Stocks please complete the Brokerage Firm Transfer section (Section 3A, above). 'Proprietary Mutual Funds and all no-toad Money Market funds cannot be transferred in kind end must be liquidated. Fund Name or Symbol Mutual Fund Account a Quantity Makes. Nathan's or ALL, Handling (Check one) Gains 8 Dividends (Cheat oneIMMO III MOW • Liquidate ?Owes' Cash B In-Kind Liquidate IN n•Kind • Liquidate if you are transferring more kinds 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 Mutual Fund transfer • Unless otherwise Indicated, I authorize the Transferor to Mandate anynon-transferable proprietary money malice, and mutual fund assets that are part of my account and to transfer the resulting credit balance to my account with TO Arneritrade If the fund is unable to be held by TD Amerika*, I (please Initialhere) authorize the Transferor to liquidate and transfer es cash. CONFIDENTIAL 0RekReinvest al gCash ['Reinvest OCash 0 Wire (fees may imply) OCheck SDIGSfirafig12418 EFTA 00123062 EFTA01268458
February 14, 2026 at 9:59 AM