Disclaimer.

1. No Investment Advice

The information, analysis, data, filings summaries, signals, and any other content provided through Wealthfile (collectively, "Content") is provided for informational and educational purposes only. It does not constitute and should not be construed as:

• Investment advice or a recommendation to buy, sell, or hold any security
• A solicitation or offer to buy or sell any security or financial instrument
• Legal, tax, or financial advice of any kind
• A guarantee of any investment outcome or future performance

You should always conduct your own independent research and consult with a licensed financial advisor, attorney, or tax professional before making any investment decision.

2. No Registration

Wealthfile is not registered as an investment advisor, broker-dealer, analyst, or any other financial professional with the U.S. Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA), or any state securities regulator. We do not provide personalized investment recommendations.

3. SEC Filing Data

Much of the data presented on Wealthfile is sourced from publicly available SEC EDGAR filings (Form 4, 13F, 8-K, 10-K, 10-Q, and others). While we strive for accuracy in parsing and presenting this data, we make no representations or warranties regarding its completeness, accuracy, or timeliness.

• Insider transactions may be reported with delays as permitted by SEC rules.
• Institutional holdings data (13F) reflects positions as of the quarter-end filing date and may be stale by the time of publication.
• Our analysis and interpretation of filings reflects our views at the time of writing and may not be updated.

4. Forward-Looking Statements

Any statements on the Service that are not statements of historical fact may be considered "forward-looking statements." These involve known and unknown risks, uncertainties, and other factors that may cause actual results to differ materially from any future results expressed or implied. Forward-looking statements are inherently uncertain and you should not place undue reliance on them.

5. Past Performance

Any reference to past performance of a security, signal, or analytical method on Wealthfile is not an indication of future results. Historical data is provided for context and educational purposes only. Past insider buying, institutional accumulation, or any other signal does not guarantee future price appreciation.

6. Risk of Loss

Investing in securities, including small and mid-cap stocks discussed or highlighted on Wealthfile, involves substantial risk. Small and mid-cap stocks are generally more volatile than large-cap stocks and may be subject to greater risk of loss. You should only invest money you can afford to lose.

7. Third-Party Information

The Service may contain links to or information from third-party websites, news sources, and data providers. We do not endorse or take responsibility for the accuracy, completeness, or reliability of any third-party content. Any reliance you place on such information is strictly at your own risk.

8. Conflicts of Interest

Our team members, employees, or affiliates may from time to time hold positions in securities discussed on the Service. We endeavor to disclose material conflicts of interest where relevant, but you should assume that any person writing about a security may have a financial interest in it.

9. Limitation of Liability

To the maximum extent permitted by applicable law, Wealthfile, its officers, directors, employees, and affiliates shall not be liable for any direct, indirect, incidental, consequential, special, or exemplary damages arising from your use of or reliance on the Service or any Content, including but not limited to investment losses, loss of profits, or data loss, even if advised of the possibility of such damages.

10. Contact

If you have questions about this Disclaimer, contact us at legal@wealthfile.io.