All official performance reporting is provided through Osaic Wealth, Inc., using the reporting systems of the custodians and firms that safeguard or manage your investments. These may include:

• The custodians who hold your brokerage or advisory accounts
• The asset managers who oversee investment models or managed portfolios
• The firms that manage your ETFs, mutual funds, or other investment products
• The carriers that issue annuity or insurance-based investment contracts

These organizations calculate performance, returns, benchmarks, and historical data using their own methodologies and regulatory standards.

Ametrine Wealth Strategies does not create, alter, or recalculate performance results. Our role is to help you interpret and understand this information within the context of your financial plan.

While performance reporting is provided through Osaic Wealth, Inc. and the custodial systems, Ametrine Wealth Strategies serves as your guide in understanding what the numbers mean for your long-term goals.

We walk you through your reports to explain:

• How your portfolio performed
• Why it performed that way
• How market conditions, allocations, interest rates, fees, or distributions influenced results
• How transfers, withdrawals, or contributions affected performance

During each performance review, we evaluate whether your portfolio continues to match:

• Your goals and objectives
• Your time horizon
• Your risk tolerance and capacity
• Your liquidity and income needs
• Your tax considerations

Based on official performance reporting, we may recommend:

• Rebalancing
• Adjusting risk levels
• Reducing concentration
• Updating allocations
• Revising income or withdrawal strategies
• Preparing for tax-related impacts

Ametrine Wealth Strategies can also provide a consolidated household overview using OneView (AllBridge) — available via Osaic Wealth, Inc.

OneView / AllBridge is a reporting and aggregation system that consolidates data feeds from custodians, carriers, and firms that safeguard or manage your accounts. It brings that data into one unified, consolidated view, giving you a clear summary of:

• All your accounts in one place
• Total household balances
• A better understanding of your overall financial picture

Clients can be provided secure login access to view their consolidated reporting via the OneView / AllBridge portal.

Performance Views Within OneView / AllBridge
OneView / AllBridge may also display performance summaries such as:

• Year-to-date performance
• 1-year performance
• Multi-year performance views

These snapshots are based on underlying data feeds provided through Osaic Wealth, Inc. and the custodians.

They offer a convenient way to see performance trends across all accounts at a glance.

Important Clarification
While these performance snapshots are helpful, they are not considered official performance results.

Official performance always comes from:
Osaic Wealth, Inc. and the reporting systems of the custodians, carriers, and asset managers who safeguard or manage your investments.

OneView / AllBridge is a summary tool — not a performance calculation engine.

Performance reporting helps answer important questions:

• Are we on track toward your long-term goals?
• Is the portfolio performing as expected?
• Has the risk level shifted and should we rebalance?
• Are withdrawals or income affecting long-term projections?
• Does the structure still match your life stage and priorities?

Ametrine ensures that performance information is reviewed with discipline, clarity, and context.

We believe:

• Performance must be interpreted over meaningful time frames
• Benchmarks matter only when appropriate and aligned with your strategy
• Market volatility does not automatically signal failure
• Performance should support informed planning, not emotional reactions
• Transparency and education help create long-term confidence

Performance reports are generated through Osaic Wealth, Inc., using the reporting systems of custodians, carriers, and asset managers who safeguard or manage your investments.

Ametrine Wealth Strategies does not produce independent performance calculations.

Performance results are historical and do not guarantee future outcomes. Investment values fluctuate and may be worth more or less than originally invested. Benchmark comparisons may not directly reflect your portfolio’s holdings or risk profile.

Performance reviews should always be considered within the greater context of your financial goals, time horizon, risk tolerance, tax considerations, and long-term strategy.

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