1 Vise "Platform Assets" encompasses assets actively managed by Vise as well as assets that Vise aggregates, monitors, and uses to generate customized proposals. As of 6/1/2026.

2 This calculation is based on total realized losses as of 12/15/25 and assumes a long-term capital gains tax rate of 20% and a short-term capital gains tax rate of 41%.

3 Source: Cerulli Associates, U.S. Asset and Wealth Management Edition, 2021

Images and graphs on this page is for illustrative purposes only. Does not represent actual client results. Past performance does not guarantee future results.

Tax-Loss Harvesting Disclosures

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