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Schwab Report

Thank you for entrusting Charles Schwab & Co. with your investments and for allowing us to help you meet your financial goals. Below you can securely access the report that has been developed specifically for you.

To access your report:

Step 1: Login to Schwab.com
Step 2: to access your report

If you have any questions about the information in this report, please do not hesitate to contact us.

Thank you for your business.

Sincerely,

“Ollie Barnes (Schwab.com)”
Charles Schwab & Co., Inc./Charles Schwab Bank*

Manager – Portfolio Consultant
*Separate but affiliated companies

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