55ip is the marketing name used by 55 Institutional Partners, LLC, an investment technology developer, and for investment advisory services provided by 55I, LLC, an SEC-registered investment adviser. 55ip is part of J.P. Morgan Asset Management, the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide.

The tax-loss harvesting service is available for an additional advisory fee. The impact of a tax-loss harvesting strategy depends upon a variety of conditions, including the actual gains and losses incurred on holdings and future tax rates. The information shown in these and the following materials is for illustrative purposes only and does not represent actual investment decisions.

55ip and its affiliates and employees do not provide tax, legal or accounting advice. The information contained herein has been provided for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

Telephone calls and electronic communications may be monitored and/or recorded. Personal data will be collected, stored and processed by 55ip in accordance with our privacy policies at https://www.55-ip.com/email-disclaimer/.

If you are a person with a disability and need additional support in viewing the material, please call us at 1-800-343-1113 for assistance.

55ip and BlackRock (“Strategy Provider”) are not affiliated. All trademarks appearing herein are owned by their respective organizations.

Investing involves risks, including possible loss of principal.

FOR INVESTMENT PROFESSIONAL USE ONLY – This login and all subsequent information contained within this website, screens and reports is for investment professional use only unless explicitly disclosed otherwise.

55ip makes investment strategies available on its platform, which the Financial Professional and/or client is responsible for selecting. 55ip does not create the investment strategies; instead, the strategies are provided by affiliated and unaffiliated investment advisors, as well as certain clients who choose to use their own strategies in certain circumstances.

55ip does not create nor is responsible for the content of third-party materials related to any investment strategy, whether these materials are found within the 55ip Advisor Portal or on an external third-party website. Disclosures specific to each investment strategy or Strategy Provider may be provided below or within the following pages and associated materials.

Strategy Provider Disclosures

1 There is no overlay fee for the use of 55ip’s technology when using a BlackRock model portfolio. Additional fees, including underlying fund fees to implement a portfolio, may apply.

Carefully consider the investment objectives, risk factors, charges and expenses of funds within the model portfolios before investing. This and other information can be found in the funds’ prospectuses or, if available, the summary prospectuses which may be obtained by visiting each fund company's website or calling their toll-free number. For BlackRock and iShares Funds, please visit www.blackrock.com or www.iShares.com. Read the prospectuses carefully before investing.

Investing involves risk, including possible loss of principal. Asset allocation and diversification may not protect against market risk, loss of principal or volatility of returns.

The model portfolios are made available to financial professionals by BlackRock Fund Advisors (“BFA”) or BlackRock Investment Management, LLC (“BIM”), which are registered investment advisers, or by BlackRock Investments, LLC (“BRIL”), which is the distributor of the BlackRock and iShares funds within the model portfolios. BFA, BIM and BRIL (collectively, “BlackRock”) are affiliates.

55ip is the marketing name used by 55 Institutional Partners, LLC, an investment technology developer, and for investment advisory services provided by 55IP, LLC, an SEC-Registered Investment Adviser. Such registration does not imply a certain level of skill or training. BlackRock and 55ip are not affiliated. BlackRock disclaims responsibility for any content provided by 55ip.

The BlackRock model portfolios are provided for illustrative and educational purposes only. The BlackRock model portfolios do not constitute research, are not personalized investment advice or an investment recommendation from BlackRock to any client of a third party financial professional, and are intended for use only by a third party financial professional, with other information, as a resource to help build a portfolio or as an input in the development of investment advice for its own clients. The BlackRock model portfolios themselves are not funds.

BlackRock intends to allocate all or a significant percentage of the BlackRock model portfolios to funds for which it and/or its affiliates serve as investment manager and/or are compensated for services provided to the funds ("BlackRock Affiliated Funds"). Clients will indirectly bear fund expenses relating to assets allocated to funds, including BlackRock Affiliated Funds. BlackRock has an incentive to (a) select BlackRock Affiliated Funds and (b) select BlackRock Affiliated Funds with higher fees over BlackRock Affiliated Funds with lower fees.

Transactions in shares of ETFs may result in brokerage commissions and will generate tax consequences. All regulated investment companies are obliged to distribute portfolio gains to shareholders. The BlackRock and iShares Funds within the model portfolios are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). BlackRock Fund Advisors, an affiliate of BlackRock Investments, LLC is a registered investment adviser.

BLACKROCK and iSHARES are trademarks of BlackRock. All other marks are the property of their respective owners.