QUARTERLY QUESTIONNAIRE

Model Attestation Questions

Please complete the below attestation form as it applies to Q4 2023 and Q1 2024:

To Submit Information Via Email:

If you would like to submit your documents or any additional information via email, you can send it to our team at: assetmanagement@geowealth.com.

Questions?

Jen Wing
SVP, Head of Investment Solutions
jen.wing@geowealth.com

Lindsey Ruderman
Client Portfolio Manager
lindsey.ruderman@geowealth.com

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