Universal Trusteeship Services Competitors

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

We are a community of 50 million who think—and feel—differently about investing. Together, we’re changing the way the world invests. For over 50 years, Vanguard has helped people pursue their financial goals with a spotlight on long-term value and low costs. We’ve made it a focus to put investors first, so whether you’re saving for your first home or investing for a comfortable retirement, we’re here to help you succeed. Community guidelines: vgi.vg/sgl1

Cambridge Trust has merged with Eastern Bank. Together, we have created Greater Boston’s leading local bank and the largest bank- owned independent investment advisor in Massachusetts with a comprehensive suite of banking and wealth services management services. Each of our clients has a dedicated private banker who understands their needs and priorities and provides direct access to wealth management expertise. We have a legacy of financial strength and credibility, always staying true to our core value of doing what’s in the best interest of our clients. Our aim is to deliver the most important return of all – trust. Investments are not FDIC Insured • May Lose Value • Not Bank Guaranteed • Not a Deposit • Not Insured By Any Government Agency © 2024 Cambridge Trust Wealth Management, a division of Eastern Bank. All Rights Reserved.