Disclosures- $1.14B AUAA: Pathstone Holdings, LLC comprises the following subsidiaries or affiliates with total assets of $112 billion as of 06/30/2024: Pathstone Family Office, LLC (~$70.4 billion); Advisor Partners, LLC (~$1.1 billion); and Willow Street Entities (~$40.5 billion). Awards: Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the adviser by any client nor are they representative of any one client’s evaluation. Unless expressly indicated to the contrary, Pathstone did not pay a fee to participate or be included in any such ranking.