Common use of Use of Brokers Clause in Contracts

Use of Brokers. Upon the Client’s agreement to the Account Contracts (as defined below) and the custodian and other agreements with Apex Clearing Corp., the Custodian shall also act as the broker/dealer which will execute all orders on behalf of the StashInvest Account. StashInvest anticipates (but is not obligated to) combining or “batching” such orders to obtain best execution, to negotiate more favorable commission rates or to allocate equitably among the StashInvest clients differences in prices and commissions or other transaction costs that might have been obtained had such orders been placed independently. Under this procedure, transactions will be averaged as to price and transaction costs and will be allocated among the StashInvest clients in proportion to the purchase and sale orders placed for each client account on any given day. If StashInvest cannot obtain execution of all the combined orders at prices or for transactions costs that StashInvest believes are desirable, StashInvest will allocate the securities StashInvest does buy or sell as part of the combined orders by following StashInvest’s order allocation procedures. StashInvest anticipates that Apex Clearing Corp. will provide best execution for the Client. However, in the event StashInvest determines that Apex Clearing Corp. does not at any time provide best execution in its capacity as a broker/dealer, StashInvest reserves the right to select a different broker/dealer which will provide best execution with respect to such transaction. “Best execution” includes the amount of broker/dealer fees which will be charged to the StashInvest Account in connection with any trade, but it may also include other benefits. As such, StashInvest may retain Apex Clearing Corp. as the broker/dealer with respect to the StashInvest Account even if its broker/dealer fees are not the lowest fees which could be charged for suchtransaction.

Use of Brokers. Upon the Client’s agreement to the Account Contracts (as defined below) and the custodian and other agreements with Apex Clearing Corp., the Custodian shall also act as the broker/dealer which will execute all orders on behalf of the StashInvest Stash Account. StashInvest Stash anticipates (but is not obligated to) combining or “batching” such orders to obtain best execution, to negotiate more favorable commission rates or to allocate equitably among the StashInvest Stash clients differences in prices and commissions or other transaction costs that might have been obtained had such orders been placed independently. Under this procedure, transactions will be averaged as to price and transaction costs and will be allocated among the StashInvest Stash clients in proportion to the purchase and sale orders placed for each client account on any given day. If StashInvest Stash cannot obtain execution of all the combined orders at prices or for transactions costs that StashInvest Stash believes are desirable, StashInvest Stash will allocate the securities StashInvest Stash does buy or sell as part of the combined orders by following StashInvestStash’s order allocation procedures. StashInvest Stash anticipates that Apex Clearing Corp. will provide best execution for the Client. However, in the event StashInvest Stash determines that Apex Clearing Corp. does not at any time provide best execution in its capacity as a broker/dealer, StashInvest Stash reserves the right to select a different broker/dealer which will provide best execution with respect to such transaction. “Best execution” includes the amount of broker/dealer fees which will be charged to the StashInvest Stash Account in connection with any trade, but it may also include other benefits. As such, StashInvest Stash may retain Apex Clearing Corp. as the broker/dealer with respect to the StashInvest Stash Account even if its broker/dealer fees are not the lowest fees which could be charged for suchtransactionsuch transaction.