Range - Terms

Range Financial, Inc.
Effective Date: April 2026

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Purpose
This Acceptable Use Policy (“AUP”) establishes the rules and responsibilities for all users of Rai, Range’s AI-based financial adviser system. It is designed to ensure Rai is used safely, ethically, and in compliance with regulatory, legal, and company standards. This policy applies to all Range employees, contractors, and clients who access or interact with Rai.

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Section 1: General Principles

Rai is intended to provide financial advice to clients and support Range’s advisory services.
All use of Rai must align with Range’s fiduciary duties, data privacy obligations, and security standards.
Users are responsible for ensuring their actions do not compromise the integrity, confidentiality, or intended function of Rai.

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Section 2: Requirements

For All Users:

Use Rai only for intended purposes, as described in official Range documentation and disclosures
Provide accurate, current, and complete information when interacting with Rai
Review and update client profile or data regularly
Verify all specific information provided by Rai before acting on it.
Promptly report any suspected errors, inappropriate outputs, or security incidents to Range’s designated support or compliance contacts to legal@range.com.
Apply appropriate confidentiality and privacy practices for all data accessed or generated through Rai, in accordance with privacy and data protection policies (i.e. do not copy, distribute or share any outputs or recommendations from Rai without approval from Range personnel).
Adhere to all security protocols, including use of multi-factor authentication, secure storage of credentials, and compliance with data access controls

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Section 3: Prohibitions

For All Users:

Do not access Rai from any public, unsecured, or otherwise high risk network connection
Do not attempt any unlawful, harmful, or abusive activity, including but not limited to fraud, harassment, or attempts to gain unauthorized access to data or systems
Do not attempt to manipulate, probe, or circumvent Rai’s intended function, including efforts to reveal system prompts, bypass guardrails, or exploit vulnerabilities
Do not use Rai to request, generate, or disseminate advice on prohibited topics, including:

Entity-level business tax advice
Legal document drafting (e.g., wills, trusts)
Non-financial topics or personal matters outside Rai’s defined scope
Guidance on illegal, speculative, or high-risk financial strategies

Do not provide or input false, misleading, or incomplete information
Do not input any Sensitive Data that is not directly relevant to a client's financial profile
Do not upload any information that is subject to a third-party Non-Disclosure Agreement (NDA) or other confidentiality restrictions.
Do not attempt to access, retrieve, or disclose another client’s data or confidential information
Do not upload, transmit, or share any content that contains malware, viruses, or other malicious code.
Do not use outputs as the sole basis for making financial, investment, or tax decisions
Do not use Rai for any purpose that violates Range’s Terms of Service, Privacy Policy, or any applicable laws or regulations.
For employees: Do not use Rai or any associated data for personal gain, outside business activities, or in a manner that creates a conflict of interest
For employees: Do not use unapproved devices, applications, or communication channels to access or interact with Rai.

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Document Upload Restrictions

You may not upload, submit, or otherwise provide to Range or Rai any content that:

Contains sensitive personal information that is not relevant to the investment advisory relationship, including medical information, health records, genetic information, biometric information, or information revealing protected characteristics.
Contains information about another person or third party unless you have the legal right and authorization to provide that information to Range.
Is false, misleading, inaccurate, outdated, or incomplete in a way that could affect the guidance or recommendations provided by Rai.
Violates any law, regulation, contractual obligation, confidentiality obligation, or third-party right.
Contains malicious code, viruses, malware, or other harmful files.
Contains material nonpublic information.
Is unrelated to your financial situation, investment objectives, tax planning, estate planning, or other services provided by Range.

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By uploading any document or information, you represent that you have the right to provide it to Range and authorize Range to use it in accordance with Range’s disclosures, privacy policy, and applicable legal and regulatory obligations.

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Contact Information
For questions or to report a suspected violation, contact: legal@range.com

Compliance & Legal Disclosure

Range Advisory, LLC (“Range Advisory” or “the Firm”) is an SEC-registered investment adviser. Registration with the SEC should not be construed as an endorsement or an indicator of investment skill, acumen, training, or experience. Range Advisory and its representatives are in compliance with the current registration and notice filing requirements (or exemptions to such requirements) imposed upon SEC-registered investment advisers by those states in which the Firm maintains clients. Range Advisory may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. For information pertaining to Range Advisory's registration status, please contact the Firm or refer to the Investment Adviser Public Disclosure website (https://adviserinfo.sec.gov/).

Range Advisory has prepared the non-password protected pages of this website (the “Website”) for the purpose of providing general information regarding its investment advisory services where providing such information is not prohibited by applicable law. The information contained on the Website should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. Nothing on the Website should be construed as an offer, recommendation, or solicitation to buy or sell any security or a financial product. All statements and opinions included on the Website are intended to be current as of the date of publication but are subject to change without notice.

ALL INFORMATION AND CONTENT ON THE WEBSITE ARE SUBJECT TO APPLICABLE STATUTES AND REGULATIONS, FURNISHED “AS IS,” WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT.

Investment advisory services are provided by Range Advisory only to clients who have entered into its Advisory Agreement, subject to the terms of that agreement. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Past performance is not necessarily indicative of future results and there can be no assurance that any views, outlooks, projections or forward-looking statements will be achieved with respect to any investment or investment strategy. Any projected returns are deemed to be hypothetical and are based on current expectations and assumptions. Due to various risks and uncertainties, actual events, results or performance may differ materially from what is assumed in any forecast.

Range Advisory does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to on the Website or incorporated herein, and takes no responsibility for that information. Any links provided to other websites are offered as a matter of convenience. By clicking on any third-party hyperlink, you will be leaving the Range Advisory website. Neither Range Advisory nor its affiliates were involved in the preparation of the content from third-party providers, and they do not explicitly or implicitly endorse, approve, sponsor, or promote such content. Range Advisory does not alter or modify such third-party content.

The third-party content is provided for informational and/or educational purposes only. It is not intended to provide tax, legal, or investment advice, and should not be construed as an offer to buy or sell, a solicitation of an offer to buy, or a recommendation for any security by Range Advisory or any third-party provider. Range Advisory does not guarantee the suitability or potential value of any particular investment or information source. Requests for information submitted through the Website by persons who are not advisory clients of Range Advisory are unsolicited and do not constitute investment advice by Range Advisory. Advice to advisory clients, including advice delivered through Rai and Range Advisory’s other digital tools, is provided under the Advisory Agreement. Users are responsible for determining whether any investment, security or strategy is appropriate or suitable for them. Neither Range Advisory nor any third-party provider has made any determination that any recommendation, investment, or strategy in any content is suitable or appropriate for individual users based on their investment objectives and financial situation.

Unless otherwise noted, any statements regarding an individual’s experience with Range Advisory contained herein were made by persons who, as of the date of the statement, were clients of the Firm (or persons affiliated with clients of the Firm) and who did not receive any cash or non-cash compensation or other benefits in relation to such statements. The results and experiences conveyed in such statements may not be representative of all of Range Advisory's clients or their experiences. Such statements do not guarantee future performance or success.

Any charts and graphs are for illustrative purposes only and do not reflect actual client information. Such information, charts, and graphs are not intended to serve as investment advice since the availability and effectiveness of any strategy are dependent upon your individual facts and circumstances. Results will vary and no suggestion is made about how any specific solution or strategy actually performed. The material on this Website is current as of the date noted, is for informational purposes only, and does not purport to address the financial objectives, situation, or specific needs of any individual investor.

Social Media Disclosure

Range Advisory also maintains a presence on third-party social media platforms (“Range Advisory Social Media Pages”) including, but not limited to, Instagram, Facebook, and LinkedIn. The foregoing disclosures related to the Firm’s website apply similarly to content posted by the Firm on Range Advisory Social Media Pages. In addition to the foregoing disclosures, Range Advisory does not endorse or take responsibility for any content, advertising, products, advice, opinions, recommendations, or other materials posted by followers or other third parties on Range Advisory Social Media Pages. Any comments or opinions posted by another user on Range Advisory Social Media Pages or elsewhere on third-party social media platforms should be attributed to that user and not Range Advisory. Finally, unless otherwise noted, any statements regarding an individual’s experiences with Range Advisory posted or promoted by the Firm on Range Advisory Social Media Pages were made by persons who, as of the date of the statement, were clients of the Firm (or persons affiliated with clients of the Firm) and who did not receive any cash or non-cash compensation or other benefits in relation to such statements. The results and experiences conveyed in such statements may not be representative of all of Range Advisory's clients or their experiences.

Range Advisory and Range Tax are wholly owned subsidiaries of Range Finance, Inc.

Range
440 Monticello Ave Ste 1802 PMB 32321
Norfolk, Virginia 23510−2670
703−261−4126
legal@range.com

Date Posted: October 20, 2026

This Advisory Agreement (“Agreement”) is entered into between Range Advisory, LLC (“Adviser”), an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”), and the individual(s) or entity accepting it (“Client,” and with Adviser, the “Parties”). This Agreement governs all Services (as defined below).

THIS AGREEMENT IS EFFECTIVE ON THE DATE OF CLIENT’S ACCEPTANCE (AS DEFINED BELOW) (THE “EFFECTIVE DATE”).

1. Acceptance; Related Documents.

a. Acceptance. Client accepts this Agreement by signing it (including electronically) or by checking a box or clicking a button on the Website indicating agreement (“Acceptance”).

b. Related Documents. Client’s Member Account and Subscription are governed by the Terms of Service among Client, Adviser, Range Finance, Inc., Range Tax, LLC, and the Affiliated Broker-Dealer, available at www.range.com/public/terms, as amended from time to time (the “Terms of Service”). Capitalized terms used but not defined in this Agreement, including “Member,” “Member Account,” “Subscription,” “Subscription Fee,” “A La Carte Fees,” and “Fees,” have the meanings given in the Terms of Service. This Agreement is the “Advisory Agreement” referred to in the Terms of Service. Each Managed Account is also governed by the Custodian’s account agreement. If this Agreement conflicts with the Terms of Service as to the Services, this Agreement controls. Adviser’s Form ADV Part 2A brochure (the “Brochure”), Form CRS, and Privacy Policy (together, the “Disclosure Documents”) are available on the Website and describe the Services, fees, risks, and conflicts of interest in more detail.

c. THIS AGREEMENT CONTAINS A PRE-DISPUTE ARBITRATION CLAUSE IN SECTION 12 THAT REQUIRES DISPUTES TO BE RESOLVED BY INDIVIDUAL BINDING ARBITRATION AND WAIVES CLIENT’S RIGHT TO A JURY TRIAL AND TO PARTICIPATE IN A CLASS ACTION. SECTION 8 DESCRIBES THE LIMITS OF ADVISER’S LIABILITY. NOTHING IN THIS AGREEMENT WAIVES ANY RIGHT CLIENT HAS UNDER THE FEDERAL OR STATE SECURITIES LAWS.

2. Definitions. The terms set forth below have the following meanings as used in this Agreement. Capitalized terms defined elsewhere in this Agreement have the meanings given there.

Advisers Act. The Investment Advisers Act of 1940, as amended, and the rules under it.

Affiliated Broker-Dealer. Range Investing, LLC, an affiliate of Adviser that is a registered broker-dealer and a member of FINRA and SIPC.

Custodian. The qualified custodian, selected by Adviser, that holds a Managed Account, as identified on the Website and in the Brochure.

Losses. Any losses, liabilities, damages, costs, judgments, awards, settlements, taxes, penalties, fees, and expenses, including reasonable attorneys’ fees.

Managed Account. Each account at a Custodian that Client enrolls in Discretionary Management Services and that Adviser accepts.

Services. The Planning Services, the Discretionary Management Services, and the Digital Tools.

Strategy. A model portfolio, TAMP strategy, direct indexing strategy, or other investment strategy used for a Managed Account.

Subscription End Date. The date Client’s Subscription ends for any reason, including expiration at the end of the then-current subscription cycle after cancellation, non-payment, or termination under the Terms of Service.

TAMP. A turnkey asset management platform or other third-party investment adviser that offers investment strategies.

Website. The websites and mobile applications operated by Adviser or its affiliates, including www.range.com.

3. Services.

a. Planning Services. Adviser provides personalized financial planning and investment advice, which may address Client’s goals, cash flow, debt, mortgages, savings, insurance, housing, tax planning, estate planning, retirement (including pensions and Social Security), and accounts that Adviser does not manage (“Held-Away Accounts”) (the “Planning Services”). Planning Services are non-discretionary: Client decides whether and how to implement any recommendation, Adviser has no trading authority over Held-Away Accounts, and Adviser does not monitor Held-Away Accounts on an ongoing basis unless it agrees to do so in writing.

b. Discretionary Management Services. If Client enrolls an account through the Website and Adviser accepts it, Adviser will manage that Managed Account on a discretionary basis as described in Section 4 (the “Discretionary Management Services”).

c. Rai and Digital Tools. Adviser may deliver Services through the Website, video conference, telephone, and email, and through Adviser’s artificial-intelligence assistant (“Rai”) and other planning, projection, and simulation tools (together with Rai, the “Digital Tools”). Rai may provide general information and personalized recommendations and, as described in the Brochure, may respond to certain categories of questions without prior review by Adviser personnel. A description of Rai’s current capabilities, including tasks that it can and cannot perform, is in the Terms of Service. Digital Tools may produce incomplete or inaccurate output. Projections and simulations are hypothetical, are not guarantees, and will differ from actual results. Client may ask to speak with Adviser personnel at any time. Advice delivered through the Digital Tools is covered by Adviser’s fiduciary duty to the Client to the same extent as advice delivered by Adviser’s personnel.

d. Trial Period. Adviser may, but need not, offer a trial period, during which the Services may be limited as Adviser specifies. Adviser may extend, shorten, or end a trial period at any time. Unless otherwise stated, Services during a trial period are provided at no charge. Discretionary Management Services are not available during a trial period.

e. Excluded Services; Client’s Other Advisers. The Services include tax planning as part of the Planning Services but do not include legal or accounting advice or tax return preparation. Tax preparation, if Client elects it, is provided by Range Tax, LLC under a separate agreement. Client authorizes Adviser to communicate and share information with Client’s attorneys, accountants, and other professional advisers as reasonably necessary to provide the Services, and Adviser may rely on information they provide.

f. Non-Exclusivity. Adviser and its affiliates advise other clients and may give advice or take action for them, or for their own accounts, that differs from the advice given or action taken for Client. Adviser will allocate investment opportunities among clients fairly and equitably over time. Client may engage other investment advisers.

4. Discretionary Management (Managed Accounts Only).

a. Appointment; Limited Power of Attorney. Client appoints Adviser as discretionary investment manager and limited attorney-in-fact for each Managed Account. Adviser may, without consulting Client in advance: (a) select, allocate among, and change Strategies; (b) buy, sell, exchange, and otherwise trade mutual funds, exchange-traded funds, equities, fixed income, and other securities; (c) rebalance, harvest tax losses, and transition existing holdings; (d) instruct the Custodian to carry out these actions; (e) enroll Managed Accounts in a securities lending program as provided in Section 4(i); (f) if Client elects under Section 4(j), borrow on margin and sell securities short in Managed Accounts held through the Affiliated Broker-Dealer; and (g) take any other action reasonably necessary to provide the Discretionary Management Services. Adviser may act through its personnel and through personnel of its affiliates acting under Adviser’s supervision. This authority does not permit Adviser to withdraw or transfer Client’s assets except as provided in Sections 4(i), 6(d), and 9(d). To the extent permitted by applicable law, this authority is not affected by Client’s later disability or incapacity and continues until terminated under Section 9.

b. Investment Profile; Restrictions. Adviser will manage each Managed Account consistent with the investment objectives, risk tolerance, time horizon, and other information Client provides (the “Client Profile”). Client may request reasonable restrictions on specific securities or sectors and may set a capital-gains budget; each takes effect when Adviser accepts it in writing (including through the Website). Adviser may decline a restriction it cannot reasonably implement. Unless Client notifies Adviser otherwise, there are no restrictions. Client may not place trades in a Managed Account.

c. TAMPs and Sub-Advisers. Adviser may use Strategies offered by TAMPs and may delegate day-to-day management of all or part of a Managed Account to a TAMP or other sub-adviser. Adviser remains responsible for selecting and monitoring each TAMP and sub-adviser. Some TAMP Strategies charge an asset-based fee directly to the Managed Account. Adviser will notify Client before investing in a Strategy that charges such a fee, and neither Adviser nor its affiliates receive any portion of it.

d. Custody. Managed Account assets are held in Client’s name by the Custodian. Adviser does not take possession of Client’s funds or securities. Client will promptly execute the Custodian’s account documents and any other agreements Adviser reasonably requires to provide the Discretionary Management Services, including with the Affiliated Broker-Dealer. If a Managed Account is held through the Affiliated Broker-Dealer, Client designates Adviser as Client’s authorized agent for that account under the Affiliated Broker-Dealer’s customer agreement, and transactions in that account are made under Adviser’s discretionary authority under this Agreement. The Custodian will send Client account statements at least quarterly, and Client should review them carefully.

e. Brokerage and Execution. Adviser selects the Custodian and the broker-dealers used for Managed Accounts; Client may not direct brokerage. Adviser will seek best execution, considering the full range and quality of services and not solely the lowest cost. Adviser may use the Affiliated Broker-Dealer, and broker-dealers to which it routes orders, to execute, clear, or otherwise handle Managed Account transactions. Orders may not be aggregated with other clients’ orders, which may result in different prices or costs. Adviser will not engage in principal or agency cross transactions for a Managed Account except in compliance with the Advisers Act, including any required disclosure and consent. Where permitted by law, Client authorizes Adviser to receive trade confirmations and prospectuses on Client’s behalf.

f. Proxies and Corporate Actions. Adviser does not vote proxies or advise on proxy voting. Client retains all voting rights (other than for securities on loan under Section 4(i) or lent or pledged under a margin agreement described in Section 4(j)), and the Custodian will forward proxy materials to Client. Client is responsible for elections relating to mergers, tender offers, bankruptcy proceedings, class actions, and other corporate actions affecting Managed Account assets.

g. Reviews. Adviser reviews each Managed Account at least annually and when it learns of a material change to the Client Profile. Client will promptly update the Client Profile on the Website upon any material change in Client’s financial situation or objectives.

h. Contributions, Withdrawals, and Reports. Client may add cash to a Managed Account at any time and may contribute securities with Adviser’s approval. Adviser may sell contributed securities, which may result in taxable gains. Withdrawals may require Adviser to sell assets. Adviser will make information about each Managed Account’s holdings, value, and activity available through the Website.

i. Securities Lending. Client authorizes Adviser to enroll any Managed Account held through the Affiliated Broker-Dealer in the fully paid securities lending program sponsored by the Affiliated Broker-Dealer’s clearing firm, to execute the related securities lending agreement on Client’s behalf, and to end Client’s participation. Adviser will enroll a Managed Account only if it determines that participation is in Client’s best interest. Client may opt out at any time, before or after enrollment, through the Website or by notice to Adviser, and Adviser will end Client’s participation as soon as reasonably practicable after receiving the notice. Client’s compensation, collateral, recall rights, and the risks of lending are described in the securities lending agreement and related disclosures. While securities are on loan, Client cannot vote them, Client may receive payments in lieu of dividends that may be taxed differently than dividends, and the loaned securities may not be protected by SIPC. The Affiliated Broker-Dealer receives a portion of the program’s revenue, which creates the conflict of interest described in Section 7 and the Brochure. When this Agreement terminates, Adviser’s authority under this Section 4(i) ends, and any continued participation is governed by the securities lending agreement.

j. Margin and Short Sales. If the Affiliated Broker-Dealer makes margin accounts available, Adviser may borrow on margin or sell securities short only in a Managed Account held through the Affiliated Broker-Dealer, and only if Client has elected through the Website to permit it for that Managed Account, the Managed Account has been approved as a margin account, and Client has entered into the related margin agreement. Margin and short selling are not available in Managed Accounts held at any other Custodian. If Client so elects, Client authorizes Adviser, within any limits Client sets and consistent with the Client Profile, to borrow on margin and sell securities short in that Managed Account and to take any action reasonably necessary to meet margin calls or close short positions, including selling assets. Client may revoke the election at any time through the Website or by notice to Adviser, and Adviser will then repay margin balances and close short positions as soon as reasonably practicable, which may result in losses and taxable gains. Margin and short selling increase risk: Client may lose more than the amount invested, positions may be liquidated without notice to Client, and losses on short sales are potentially unlimited. Client pays interest on margin balances and stock borrow fees as described in the Affiliated Broker-Dealer’s customer agreement and fee schedule. The Affiliated Broker-Dealer receives a portion of those amounts, which creates the conflict of interest described in Section 7.

5. Client Representations and Responsibilities.

a. Representations. Client represents that: (a) Client has full power and authority to enter into this Agreement and, if Client is an entity or trust, that this Agreement has been duly authorized and the person accepting it has authority to bind Client (and Client will provide evidence of authority on request); (b) Client is a U.S. citizen, lawful permanent resident, or otherwise legally authorized to live and work in the United States, is at least eighteen (18) years old or the age of majority in Client’s state of residence, whichever is greater, and has a U.S. residential address; (c) this Agreement does not violate any obligation binding on Client; and (d) Client owns the assets in each Managed Account free of any lien or restriction not disclosed to Adviser.

b. Accurate Information. Client will provide complete, accurate, and current information and will promptly update it. Adviser may rely on information from Client and Client’s professional advisers without independent verification and is not responsible for advice that is unsuitable because that information was inaccurate or incomplete.

c. Joint Clients. If more than one person is Client, each is jointly and severally bound by this Agreement, and Adviser may act on instructions or notices from any of them.

d. Acknowledgments. Client acknowledges that, before or when entering into this Agreement, Client received the Disclosure Documents (including the risk disclosures in Item 8 of the Brochure) and read this Agreement, including Section 12 (Arbitration). Client may direct questions to legal@range.com.

6. Fees and Expenses.

a. Subscription Fee. Client pays the Subscription Fee and any A La Carte Fees for the Services under Section 6 of the Terms of Service. The standard fee schedule is posted at www.range.com/pricing. Client pays no asset-based or performance-based fee for any Service. Because the Subscription Fee is a flat dollar amount, it may represent a higher percentage of assets for a smaller Managed Account (see Item 5 of the Brochure). A La Carte Fees will be disclosed and agreed in writing before the service begins.

b. Fee Changes. Adviser will give Client at least thirty (30) days’ prior notice of any increase in fees for the Services. Client may terminate this Agreement under Section 9 before the increase takes effect.

c. Billing and Refunds. Billing frequency, payment method, recurring charges, cancellation, and refunds of the Subscription Fee are governed by the Terms of Service.

d. Fee Deduction. If Client so elects on the Website, Client authorizes the Custodian to deduct Fees in advance at the applicable billing interval directly from the designated Managed Account and pay them as provided in the Terms of Service, and authorizes Adviser to instruct the Custodian to sell assets as needed to pay them, which may result in taxable gains. Custodian statements will show all amounts deducted. Client may revoke this election at any time by notice to Adviser.

e. Other Costs. Client is responsible for custodial, brokerage, transfer, and account-closing fees; fund operating expenses; TAMP asset-based fees; direct indexing model fees charged by the Custodian; and taxes. Except as described in Section 7 and the Brochure, neither Adviser nor its affiliates receive any portion of these costs.

7. Conflicts of Interest. Adviser acts as a fiduciary to Client with respect to the Services. Adviser has disclosed in the Brochure, and Client understands and consents to, the material conflicts of interest associated with the Services, including that: (a) the Affiliated Broker-Dealer and its affiliates may receive transaction-based compensation, payment for order flow, cash sweep revenue, margin interest, stock borrow fees, and securities lending revenue in connection with Managed Accounts, which gives Adviser an incentive to recommend Discretionary Management Services, to trade more frequently, to use margin and short sales, and to route orders in ways that benefit its affiliates; (b) Adviser has a marketing arrangement with a Custodian that gives it an incentive to maintain that relationship; (c) Adviser and its affiliates compensate promoters and may receive compensation related to third-party alternative investment platforms; (d) certain Adviser personnel are also registered representatives of the Affiliated Broker-Dealer; (e) Adviser may receive commissions for referring Client to third-party providers of non-advisory services; and (f) Adviser has an incentive to retain Clients as Members and at higher subscription tiers. Adviser maintains policies and procedures to address these conflicts, including periodic review of Managed Account trading and execution quality.

8. Standard of Care; Liability; Indemnification.

a. No Guarantee. Investing involves risk, including loss of principal. Adviser does not guarantee the performance of any Managed Account or Strategy, any particular result, or that Client’s objectives will be achieved.

b. Limitation of Liability. Neither Adviser nor its affiliates or their respective officers, directors, members, employees, or agents (the “Range Parties”) will be liable to Client for any Losses except to the extent caused by a Range Party’s negligence, bad faith, willful misconduct, violation of applicable law, or breach of fiduciary duty or of this Agreement. Absent such conduct, no Range Party is liable for Losses caused by: (a) market movements or investment performance; (b) acts or omissions of any Custodian, TAMP, broker-dealer, or other third party not under Adviser’s control, provided Adviser used reasonable care in selecting and monitoring it; (c) Client’s inaccurate information or instructions; or (d) events beyond Adviser’s reasonable control, including system or internet failures, cyberattacks, and acts of governmental authorities. Brokerage services provided by the Affiliated Broker-Dealer are governed by its customer agreement, and this Section 8 does not expand or limit the Affiliated Broker-Dealer’s obligations under that agreement.

c. Non-Waivable Rights. The federal and state securities laws impose liabilities under certain circumstances on persons who act in good faith. Nothing in this Agreement waives or limits Adviser’s fiduciary duty or any right Client may have under those laws or any other law that cannot be waived.

d. Client Indemnity. Client will indemnify the Range Parties against Losses arising from Client’s breach of this Agreement, inaccurate information provided by or for Client, or Client’s fraud or willful misconduct, except to the extent the Losses were caused by conduct described in the first sentence of Section 8(b).

9. Term and Termination.

a. Term. This Agreement continues until terminated under this Section 9. The Subscription renews automatically under the Terms of Service unless Client cancels it before the end of the then-current subscription cycle. This Agreement terminates automatically on the Subscription End Date. A notice of cancellation under the Terms of Service does not by itself terminate this Agreement before the Subscription End Date. If Client uses a trial period and does not purchase a Subscription, the Agreement terminates at the end of the trial period.

b. Termination by Client. Client may terminate the Discretionary Management Services for any or all Managed Accounts at any time, without penalty, by notice through the Website or to support@range.com, effective when Adviser receives it or on any later date Client specifies. Client may terminate this Agreement by cancelling the Subscription under the Terms of Service.

c. Termination by Adviser. Adviser may terminate this Agreement, or the Discretionary Management Services for any Managed Account, for any reason or no reason upon notice to Client, effective on the date of the notice unless a later date is stated in the notice.

d. Effect on Managed Accounts. When Discretionary Management Services end for a Managed Account (the “Termination Date”): (a) Adviser will stop managing the Managed Account and will have no further obligation to monitor or advise on it; (b) Adviser may instruct the Custodian to settle pending transactions and, if Client elected fee deduction, to deduct unpaid Fees; (c) during the thirty (30) days after the Termination Date (the “Transition Period”), Client may instruct Adviser through the Website to transfer the assets in kind to another custodian or broker-dealer, subject to that firm’s policies (including on fractional shares), or may give instructions directly to the Custodian; and (d) if Client has not given transfer instructions by the end of the Transition Period, Client authorizes Adviser to instruct the Custodian to sell the assets and deduct from the sale proceeds any unpaid Fees, whether or not Client elected fee deduction, and send the remaining proceeds to Client’s linked bank account or address of record. Sales may result in taxable gains. Client also authorizes, but does not obligate, Adviser to instruct the Custodian to close the Managed Account at any time after the assets have been transferred or sold and the remaining proceeds sent to Client, or after the Transition Period if the Managed Account holds no assets. Any closure is also subject to the Custodian’s account documents, and Adviser’s decision not to close a Managed Account does not extend its obligations under this Agreement. After the Termination Date, Client is solely responsible for the account, including any Losses from holding or selling its assets. During the Transition Period, Client may ask Adviser to transmit self-directed orders to the Custodian, which Adviser may decline.

e. Death or Incapacity. To the extent permitted by applicable law, Client’s death, disability, or incapacity does not terminate this Agreement. On notice of Client’s death, Adviser may suspend trading in Managed Accounts pending instructions from Client’s authorized legal representative, who may terminate this Agreement by notice to Adviser.

f. Survival. Termination does not affect obligations incurred before termination. Section 4(a) (to the extent necessary to complete the actions in Section 9(d)) and Sections 6(d), 8, 9(d), 10, 11, 12, and 13 survive termination.

10. Communications and Records.

a. Electronic Delivery and Notices. Client consents to electronic delivery as set out in the Consent to Electronic Delivery of Documents below, which is part of this Agreement. Adviser will deliver notices and other communications by posting them to Client’s Website account or emailing them to Client’s email address of record, and they are deemed delivered when posted or sent. Client will send notices to support@range.com or, for legal notices, legal@range.com. Client will keep its email address current.

b. Website Access. Adviser does not guarantee uninterrupted access to the Website and may suspend access for maintenance, repairs, or upgrades. If the Website is unavailable, Client may contact Adviser by telephone or email.

c. Recording. Adviser may monitor and record communications with Client, including video and chat sessions with Rai, for quality, compliance, and recordkeeping purposes, and will retain them as required by law. Adviser does not guarantee that any particular communication will be recorded or retrievable. Client may not record communications with Adviser without Adviser’s prior written consent.

d. Electronic Signatures and Records. This Agreement and any related notice, consent, or amendment may be signed and delivered electronically, and each electronic signature is as binding as a handwritten signature. Adviser’s electronically stored copy of this Agreement is an original for all purposes.

11. Privacy and Data Security. Adviser collects, uses, and shares Client’s personal information as described in the Privacy Policy and as permitted by applicable law, and maintains administrative, technical, and physical safeguards designed to protect it. Adviser contractually prohibits the third-party providers of the models underlying the Digital Tools from using Client’s personal information to train their models.

12. Arbitration.

a. Disclosures. By agreeing to arbitration:

i. Each Party gives up the right to sue the other in court, except as provided below, including the right to a jury trial.

ii. Arbitration awards are generally final and binding, and a Party’s ability to have a court reverse or modify an award is very limited.

iii. Discovery is generally more limited than in court.

iv. The arbitrator is not required to explain the reasons for the award unless the Parties jointly request it.

v. The rules of the arbitral forum may impose time limits on bringing a claim.

b. Agreement to Arbitrate. Any dispute, claim, or controversy between Client and any Range Party arising out of or relating to this Agreement, the Services, or Client’s relationship with Adviser (each, a “Claim”) will be resolved by final and binding arbitration administered by JAMS under its Comprehensive Arbitration Rules and Procedures (or, where applicable, its Streamlined Arbitration Rules and Procedures) and its Consumer Arbitration Minimum Standards, before a single arbitrator who is a retired judge or an attorney with securities-law experience. This Section 12 does not apply to any claim arising out of brokerage services provided by the Affiliated Broker-Dealer, which is governed by the arbitration provision of its customer agreement, and nothing in this Section 12 limits any right Client has to arbitrate before FINRA.

c. Location and Costs. Any in-person hearing will take place in the county where Client resides; the arbitration may also be conducted by video conference, by telephone, or on written submissions. Adviser will pay all JAMS administrative fees and arbitrator compensation in excess of the filing fee Client would pay to bring the Claim in court. Each Party bears its own attorneys’ fees unless the arbitrator awards fees under applicable law.

d. Individual Claims Only. Claims may be brought only on an individual basis, not as a plaintiff or class member in any class, collective, consolidated, or representative proceeding, and the arbitrator may not consolidate Claims of different clients without all parties’ consent. If this Section 12(d) is found unenforceable as to a Claim, that Claim will proceed in court under Section 13(a) and not in arbitration. EACH PARTY WAIVES ANY RIGHT TO A JURY TRIAL ON ANY CLAIM THAT PROCEEDS IN COURT.

e. Exceptions. Either Party may bring an individual Claim in small claims court within that court’s jurisdiction. This Section 12 does not waive any right to a judicial forum where such a waiver would be void under federal or state securities laws.

f. Award; Governing Law. The arbitrator may award any relief available in court on an individual basis. Judgment on the award may be entered in any court of competent jurisdiction. The limitations periods that would apply in court apply in arbitration. This Section 12 is governed by the Federal Arbitration Act.

13. General Provisions.

a. Governing Law; Venue. To the extent not inconsistent with federal law, including the Advisers Act, this Agreement is governed by the laws of the Commonwealth of Virginia, without regard to its conflict-of-laws principles. Any Claim not subject to arbitration will be brought in the state or federal courts located in the Commonwealth of Virginia, and the Parties consent to their jurisdiction.

b. Amendments. Adviser may amend this Agreement by modifying or rescinding any of its existing provisions or by adding new provisions. Any such amendment shall be effective as of the time Adviser has notified Client of the change or such later date as Adviser may establish, except that Adviser will give Client at least thirty (30) days’ prior notice of any amendment that materially and adversely affects Client’s rights or the Discretionary Management Services. Client understands that the normal method of notifying Client of modifications to the Agreement will be to post the information on the Website. Client understands that by continuing to use the Services, Client confirms Client’s agreement to abide by the Agreement, as amended from time to time. Adviser may change the scope of the Services from time to time and will notify Client of any material change. No amendment to Section 12 applies to a Claim pending or of which Adviser had notice before the amendment took effect. Client may not amend this Agreement except in writing.

c. Assignment. Adviser will not assign this Agreement (as “assignment” is defined in the Advisers Act) without Client’s consent. Adviser may request consent by notice, and Client will be deemed to consent if Client does not object within thirty (30) days after the notice and continues to receive the Services. Client may not assign this Agreement without Adviser’s written consent. This Agreement binds Client’s heirs, executors, administrators, legal representatives, and permitted assigns.

d. Miscellaneous. This Agreement (including the Consent to Electronic Delivery of Documents), together with the Terms of Service, is the entire agreement of the Parties regarding the Services and supersedes all prior agreements and understandings on that subject. If any provision is held invalid or unenforceable, the remainder stays in effect. Adviser’s failure to enforce any provision is not a waiver. Headings are for convenience only.

e. Complaints. Client may submit written complaints to legal@range.com or to Range Advisory, LLC, 440 Monticello Ave Ste 1802 PMB 32321, Norfolk, Virginia 23510−2670.

NOTE: CLIENT ACKNOWLEDGES RECEIPT OF A COPY OF THIS AGREEMENT, INCLUDING THE PRE-DISPUTE ARBITRATION CLAUSE IN SECTION 12, AND OF THE DISCLOSURE DOCUMENTS, AND AGREES TO BE BOUND BY THIS AGREEMENT.

CONSENT TO ELECTRONIC DELIVERY OF DOCUMENTS

1. Scope. Client consents to receive electronically all current and future agreements, amendments, notices, disclosures (including the Disclosure Documents and privacy notices), reports, and other communications relating to the Services (together, “Communications”).

2. Delivery. Adviser will deliver Communications by posting them to Client’s Website account or emailing them to Client’s email address of record and, where required by law, will email Client when a Communication is posted. Client will have access to an archive of Communications for at least the current calendar year and may request copies of earlier Communications.

3. Paper Copies; Withdrawal. Client may request a paper copy of any Communication, or withdraw this consent, at any time by notice to support@range.com. Because the Services are delivered electronically, withdrawing consent may require termination of the Services under Section 9. Withdrawal may take up to three (3) business days to process and does not affect Communications already delivered.

4. System Requirements. Client needs internet access, a valid email address, a current web browser or the Range mobile application, software to view PDF files, and the ability to download, save, or print Communications. Adviser will notify Client of any material change to these requirements.

5. Costs. Adviser charges no fee for electronic delivery. Client is responsible for its own internet and telecommunications charges.

6. Security; Review. Email is not secure; Client should not send account numbers, passwords, or other sensitive information by unencrypted email. Client will review Communications promptly and notify Adviser of any error or discrepancy.

7. Confirmation. By accepting this Agreement electronically, Client confirms that it can access, view, and retain Communications in the manner described above.

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Last Updated: February 2, 2026

This tax preparation agreement (“Agreement”) between Range Tax, LLC (“Range,” “we,” “us”, or “our”) and you as our client (“you” or “your”) governs our provision of tax preparation services to you (as described herein) and is made effective as of the date when you click on the “I Agree” button (“Effective Date”). You represent to us that you are over the age of 18 and lawfully able to enter into and be bound by this Agreement. The engagement is terminated upon our delivery of the tax returns to you. You and we are each referred to as a “party” and together as the “parties”. This Agreement incorporates by reference our “Terms of Service,” available at https://www.range.com/public/terms (and as updated from time to time and effective on the date posted). In the event of and to the extent of a conflict between this Agreement and the Terms of Service, this Agreement shall control.

Services; Scope of Engagement.
1. The following comprise the basic services provided under this Agreement (“Services”). We will prepare the following personal income tax returns (collectively, the “returns”): Form 1040, U.S. Individual Income Tax Return; resident state income tax return (if applicable); and, local income tax return (if applicable). You are responsible for notifying us if it is necessary to prepare any state and local income returns for jurisdictions other than those in which you currently reside as of the Effective Date of this Agreement by reason of having deemed yourself a resident and/or having taxable activity in such jurisdictions for the current tax year ended December 31. Except as expressly set forth otherwise herein, we are responsible for preparing one return with each of the foregoing jurisdictions for the current tax year ended December 31. Our Services consist solely of preparing and filing your federal, state, and local income tax returns, and activities that are necessary to provide those services or otherwise permitted by applicable law. We will use and disclose your tax return information only as permitted by Internal Revenue Code Section 7216 and the U.S. Treasury Regulations thereunder or with your separate, written consent that complies with those rules. We may disclose or use tax return information without your consent only for purposes allowed by those rules. If, during our work, we discover information that materially affects prior-year tax returns, we will make you aware of the facts. However, we cannot be responsible for identifying all items that may affect prior-year returns. In connection with our Services, you consent to the use of your Personal Information for developing, training, testing, correcting, programming, and improving our software, processes, services and business generally, such activities for which may include the use of your Personal Information (as defined below). You further consent to our and our contractors’ use of your Personal Information for programming, maintenance, repair, testing, or procurement of equipment or software. You may request additional services, such as the preparation or amendment of returns for any other tax years that may be due to any taxing authority (see the section below on Additional Services). “Personal Information” means (a) any information which identifies a specific living identifiable individual, (b) taxpayer information as defined in the Internal Revenue Code, and (c) any information defined by applicable law as “personal information” or “personally identifiable information” or similar terms.
2. Joint Returns. The following in this paragraph applies only to the filing of joint returns. If any return we are to prepare in connection with this engagement is a joint return, both spouses are required to sign this Agreement. As both individuals on a joint return will sign such return, each party to such joint return is our client and is bound by this Agreement. You each acknowledge that there is no expectation of privacy between both of you concerning our services in connection with this Agreement, and we are at liberty to share with either of you, without the prior consent of the other, any and all documents and other information concerning preparation of your returns. You also acknowledge that, after this Agreement is signed by both of you, unless we are notified otherwise by both of you in advance and in writing, we may construe an instruction from either of you to be an instruction on your joint behalf. For any use or disclosure of tax return information that requires taxpayer consent under the U.S. Treasury Regulations, each spouse must execute a consent; one spouse may not consent on behalf of the other.
3. We will prepare the returns solely for filing with the Internal Revenue Service (the “IRS”) and applicable state and local taxing authorities. The returns are not intended to benefit or influence any third party, either to obtain debt or equity financing or for any other purpose other than the purpose intended by the taxing authorities. As a result, you agree to indemnify and hold harmless us and our partners, principals, shareholders, officers, directors, members, employees, affiliates, agents and assigns, with respect to any and all claims arising from the use of the tax returns for any purpose other than filing with the IRS and state and local tax authorities, regardless of the nature of the claim, other than to the extent due to our gross negligence.
Additional Services.
1. Tax Planning Service. This Agreement does not include tax planning services or audit response, which are covered under your Range Advisory membership. While preparing your returns, we may bring to your attention certain available tax saving strategies for you to consider as possible means of reducing your income taxes in subsequent tax years. However, we are under no obligation to do so, and we will take no action with respect to any such recommendations, as the responsibility for implementation remains with you as the taxpayer.
2. Audit Response Service. Your returns may be selected for review by the taxing authorities, or you may receive a notice requesting a response to certain issues on your tax return. Any proposed adjustments by the taxing authorities are subject to certain rights of appeal. In the event of such tax examination or inquiry, we will be available upon request to represent you or respond to such inquiry. At that time, we will provide you a separate agreement to clarify the nature and extent of services we will provide regarding the tax examination or inquiry response and will render additional invoices for these services and any expenses incurred.
3. Other Additional Services. Other services not covered by this Agreement include, but are not limited to, additional filings, such as Form 990-T, appeals, amendments, and reporting interest on foreign assets. Range is not providing any service which can be construed as legal advice in connection with this Agreement.
Our Responsibilities.
1. We may encounter instances where the tax law is unclear, or where there may be conflicts between the taxing authorities’ interpretations of the law and other supportable positions. In those instances, we will discuss with you each of the reasonable alternative courses of action, including the risks and consequences of each such alternative. In the end we will adopt, on your behalf, the alternative that you select after having considered the information provided by us, provided it is consistent with our understanding of current law and regulation and its interpretation. If the IRS or state or other tax authorities later contest the position taken, there may be an assessment of additional tax, interest, and penalties. We assume no liability for, and you hereby release us from, any such additional tax, interest, and penalties.
2. Pursuant to applicable tax law, we are prohibited from signing a return unless we have a reasonable belief that there is “substantial authority” for a tax position taken on the return, or unless we have a reasonable belief that there is a reasonable basis for the tax position taken on the return and we disclose this tax position on a separate attachment to the return. “Substantial authority” is generally viewed by tax professionals as requiring at least a 40% probability that the tax position taken will be sustained on its merits. However, under no circumstances may we sign a return with a tax position that has no or inadequate reasonable basis.
3. We will not audit or otherwise verify the information you submit to us. Accordingly, our engagement cannot be relied upon to disclose errors, incompleteness, or fraud or other illegal acts that may exist. However, it may be necessary to ask you for clarification of some of the information you provide, and we will use commercially reasonable efforts to inform you of any material errors, incompleteness, or fraud or other illegal acts that come to our attention. You agree that you will not and are not entitled to rely on any advice from us unless it is provided in writing.
4. Electronic Filing. Federal and certain state and local laws require the electronic filing of certain tax returns, requests for extensions or tax payments (e.g., quarterly estimates or other tax deposits). In some cases, a taxpayer may elect to file a tax return or make a payment in paper format and in other cases a taxpayer may not be permitted to opt out of electronic filing or payment. If you would like to opt out of electronic filing or payment and file returns or pay in paper format, you must contact us immediately so that we can determine if opting out is legally permissible and provide you with any required documentation. Our engagement includes our e-filing of your returns and submission of related payments. We will send you the returns or vouchers for your review together with Form 8879 (IRS e-file Signature Authorization) as well as any applicable state and local authorization forms, which you must complete, sign, and return to us. We will not e-file or electronically submit payments until we have received such forms, and, we are not responsible for any penalties or interest charges arising from any such late filing or payment.
5. Record Retention Policy. It is our policy to retain the documentation and information you submit to us for seven (7) years, after which time we may delete or destroy such documentation and information. Upon termination of or completion of our services under this Agreement, we will return your original records we have received from you. The work papers prepared pursuant to this engagement (i.e., our internal documentation to substantiate the services) are the property of Range. Such work papers constitute confidential proprietary and trade secret information and will be retained by Range in accordance with our policies and procedures and all applicable laws.
Your Responsibilities.
1. Use of our Services does not relieve you of the responsibility for reviewing and approving the content, accuracy, and completeness of any tax returns we prepare. You are responsible for determining your state or local tax filing obligations with all state and local tax authorities. You agree that it is your sole responsibility to research and conform to all filing obligations. If you have income tax filing requirements in a given state or local jurisdiction but do not file that return, there could be adverse ramifications, such as, but not limited to, an unlimited statute of limitations, interest charges, penalties, etc. State and local income tax filing requirements change frequently. You may have a filing requirement now in a state or local jurisdiction for which you did not file in prior years because the jurisdiction’s filing requirements have changed. If it comes to our attention that you may have an obligation to file additional tax returns that we have not been retained to prepare, we will notify you and ask you to contact us. If you ask us to prepare additional returns, additional fees will be charged.
2. We will prepare the returns from information that you will furnish to us. It is your responsibility to provide all complete, accurate, and truthful information required for the preparation of complete and accurate returns. We will furnish you with a detailed client organizer and/or worksheets to guide you in gathering the necessary information.
3. The timeliness of your cooperation is essential to our ability to complete our Services under this Agreement. Specifically, we must receive sufficient information from which to prepare your returns at least thirty (30) days prior to the applicable filing deadline (generally, April 15^th. Accordingly, if we do not receive this information from you within thirty (30) days of the applicable filing deadline, it may be necessary to file an extension of the due date of your returns. You agree that we may file an extension if we deem it reasonably prudent.
4. Disclosure Statements of Transactions. The IRS requires you to file certain disclosure statements regarding tax strategies and reportable transactions. Unless you advise us otherwise or provide us with specific disclosure information, we will assume that none of the transactions that will be reflected on your returns were: (1) entered into subject to an agreement that requires you to keep the transaction confidential, (2) entered into subject to an agreement that the fee you paid would be contingent upon your receiving the transaction’s intended tax benefits, (3) identified in U.S. Treasury Regulations as loss transactions that must be disclosed, including loss transactions that pass-through to you from S Corporations, partnerships and trusts, if applicable, or (4) the same as or substantially similar to a transaction identified by the IRS as a tax avoidance transaction. You agree to indemnify and hold us harmless with respect to any additional taxes, penalties, and interest imposed on you by taxing authorities resulting from your failure to timely notify us in writing of all such transactions in order to facilitate the timely preparation and filing of your tax returns.
5. Documentation. You are responsible for maintaining adequate documentation to substantiate the accuracy and completeness of your tax returns. You should retain all documents, canceled checks and other documents and information that provide evidence and support for reported income, expenses, credits, and deductions on your returns as required under applicable tax law. These may be necessary to prove the accuracy and completeness of the returns to a taxing authority. You are responsible for the adequacy of all such documents. You represent and warrant that you have such documentation and can produce it if needed to respond to any audit or inquiry by taxing agencies. You agree to indemnify and hold us harmless with respect to any additional taxes, penalties, or interest imposed on you by taxing authorities resulting from the disallowance of tax deductions due to inadequate documentation. At your request, we are available to answer your questions and advise you on the types of documentation required. You agree that you will not and are not entitled to rely on any advice unless it is provided by us to you in writing. You have the final responsibility for the returns and, therefore, you should review them carefully for accuracy and completeness before you sign them.
6. Self-Directed Retirement Plans. Individuals who hold certain investments within their self-directed retirement plans, such as private equity or leveraged real estate, may be required to cause such retirement plan to submit an additional tax return filing (Form 990-T, Exempt Organization Business Income Tax Return) as certain types of income attributable to these investments are considered unrelated business taxable income (“UBTI”), which is subject to income tax. If your self-directed retirement plan has made any investment which generates UBTI, you must contact your plan custodian to determine what additional steps, if any, are required to comply with the current tax laws. Unless specifically indicated to us that a representation cannot be made, you confirm that your self-directed retirement plan(s) have not recognized any UBTI and therefore do not require additional filings to comply with current federal tax law. The filing of Form 990-T is not within the scope of services of this Agreement.
Fees and Billings.
1. Our services under this Agreement are included as part of your existing Platinum or Titanium subscription with Range Finance Inc. (“Range Finance”). In the event your subscription as a Platinum or Titanium subscriber during the term of this Agreement expires or is terminated, this Agreement will automatically terminate without any requirement for further notice or action. If we encounter unusual circumstances that would require us to expand the scope of the services under this Agreement, or if you request additional services, we will notify you of the additional fees and will proceed only with your prior approval.
2. Payment Terms. All fees for Additional Services requested or agreed to by you (we will confirm in writing) may be charged to your credit card on file with us or be invoiced to you, at our option.
3. If we suspend our services or terminate this Agreement, you agree that we will not be responsible for your failure to meet taxing authority and/or other deadlines, for any penalties or interest charges that may be assessed against you resulting from the failure to meet such deadlines, or for any other damages (including, but not limited to, consequential, indirect, lost profits, incidental, special, or punitive damages) incurred as a result of such suspension or termination. Further, in the event that we become obligated to pay any judgment under a court proceeding, an award under any mediation proceeding, or penalty assessed by any taxing authority in our capacity as a tax preparer, you agree to pay any amount required in settlement of such obligation, and any costs incurred, as a result of any inaccurate or incomplete information that you provided to us during the course of performing the services under this Agreement. You agree to indemnify and hold us harmless against such obligations and/or costs. Notwithstanding the foregoing, we may, at our option, still file your return.
Penalties and Interest.
1. Various penalties and interest charges may be imposed by the taxing authority when taxpayers fail to comply with federal, state, or local tax law, including, without limitation, failing to file or late filing of tax returns, and failing to pay the full amount of taxes owed by the filing due date. Furthermore, additional penalties and interest may be imposed when taxpayers fail to remit the proper amount according to subsequent year tax estimates. Based on information you provide to us, we can assist you in determining the correct amount of taxes owed for the current year and subsequent year tax estimates. You acknowledge that any penalties and interest that arise due to the underestimation of current year taxes owed, or subsequent year tax estimates remitted, are your responsibility, and that we have no responsibility therefor.
Changes in Tax Law and Information.
1. The returns we prepare for you are based on the current tax law and regulations, as we understand them, at the time of preparing the returns. We are not responsible for future changes in the law or regulations that may affect returns we have already prepared in connection with prior tax years, including changes that may require the amendment of previously filed returns. While we may attempt to advise you of such changes, we are under no obligation to do so. In addition, if, during our work, we discover information that affects your previously filed tax returns (whether or not filed by us), we will make you aware of the facts; however, we are not responsible for identifying items that may affect previously filed returns. If you become aware of such information, please advise us. Should you desire that we prepare an amended return, we may separately agree to do so by means of a separate agreement with you.
Data Privacy; Section 7216 Compliance.
1. We will maintain the confidentiality of your tax return information in accordance with Section 7216 of the Internal Revenue Code and the Treasury Regulations thereunder. Except as necessary to prepare and file your tax returns or as otherwise required by law, we will not disclose or use your tax return information for any other purpose without your express, written consent. We may use third-party tax preparers, in addition to auxiliary service providers, to assist in the preparation of your tax returns. Your tax return information will not be shared with any third party for any purpose other than preparing and filing your tax returns unless we obtain a specific, separate consent from you in the form and manner required by U.S. Treasury Regulations. You may revoke any consent at any time by written notice, and we will retain copies of any consents as required by law. To the extent any Terms of Service or other document purports to authorize use or disclosure of your tax return information beyond what is permitted by Section 7216 or the U.S. Treasury Regulations, or to incorporate your consent into such terms, those provisions will not apply
Data Ownership and Usage.
1. Definitions. “Customer Data” means all electronic data (including, but not limited to, Personal Information, as defined under applicable data privacy law) you provide to us. “Derivative Data” means, collectively, (i) information derived or generated from or based on Customer Data, but not containing Customer Data, (ii) Customer Data which has been de-identified or anonymized so that it no longer identifies a specific individual; and, (iii) Customer Data which has been aggregated with other data but which no longer identifies a specific individual or Customer. “Usage Data” means statistical data related to your use of the Services and data derived from it, that is used by us, including to compile statistical and performance information related to the provision of the Services.
2. Ownership of Customer Data. As between you and us, you own all Customer Data.
3. Use of Customer Data. You hereby grants us and our contractors and service providers a limited, nonexclusive right and license to use all Customer Data during this Agreement internally: (a) provide the Services; (b) to create, test, train, correct, and inform software, including algorithms, machine learning and product automation; (c) to develop, create, extract, compile, synthesize, analyze and commercialize statistics, analytics, metrics, reports, benchmarks, measures and other information; and, (d) to improve or develop existing or new products or services, and, after expiration or termination as permitted herein.
4. Derivative Data and Usage Data. Range shall irrevocably own all Derivative Data and Usage Data and may use or disclose it in any way it chooses. This Section 9.D shall survive any expiration or termination of this Agreement.
Data Security.
1. We have implemented technical, administrative, and organizational security measures designed to secure your Personal Information from accidental loss and from unauthorized access, use, destruction, alteration and disclosure. Your Personal Information is stored behind secured networks and a firewall and is only accessible by our personnel and by a limited number of service providers who have special access rights to our systems, and who are required to keep the information confidential. Our software is scanned on a regular basis for security holes and known vulnerabilities in order to better protect your data.
2. The safety and security of your membership account login information also depends on you. You are responsible for keeping confidential all login credentials to your membership account. You agree not to disclose any such login credentials with any third party. If you become aware of any potential compromise of your login credentials, you must immediately change the relevant password. You agree to and do hereby release and forever discharge us and our affiliates, subsidiaries, parents, officers, directors, employees, successors, assigns and contractors (collectively, “Range Group”), and you will indemnify, defend, and hold Range Group harmless, from any and all past, current, and future liability, claims, demands, damages, losses, fines, penalties, assessments, private rights of action, or other actions, of whatever kind of nature, either in law or equity, as well as costs (including, but not limited to, attorneys’ fees and costs), which arise from any failure of you to maintain the security of your email or other accounts which results in unauthorized access by a third party to your membership account and the transfer of funds by us in reliance on instructions purporting to originate from you.
Disclosure; Privilege.
1. As provided in U.S. Treasury Regulations, you and each of your representatives or other agents may disclose to any and all persons without limitation of any kind, the tax treatment and tax structure of any transaction that may fall within the scope of services under this Agreement and all materials of any kind, including opinions or other tax analyses, that may be provided by us to you relating to any such tax treatment and tax structure.
2. You acknowledge that certain documents and other communications involving and/or disclosed to or by us may be subject to one or more claims of privilege by you or on your behalf (e.g., Code Section 7525 tax advisory privilege, etc.). Although you are solely responsible for managing the recognition, establishment, and maintenance (e.g., possible waiver) of these possible protections (and for involving legal counsel as you deem necessary), you will notify us if you wish to invoke the confidentiality privilege and we will cooperate with your reasonable written instructions regarding same, other than as required by law or regulation. You should be aware that should circumstances arise where you wish to divulge or have us divulge privileged information to others, such disclosure may result in a waiver of the confidentiality privilege. If you wish us to divulge privileged information, you must provide us with advance written authorization to make such disclosure. In addition, if it is ultimately determined that a significant purpose of the tax return was to avoid or evade any federal income tax, you should be aware that the confidentiality privilege under Code Section 7525 will not apply to the communications between us and you. We will respond to the IRS or other government agency as required by law.
3. If we receive a request from a third party, including, but not limited to, the IRS or other governmental agency, a subpoena, summons, or discovery demand in litigation, calling for production of privileged information, we will notify you and follow your reasonable instructions regarding any third-party requests for such material before we will disclose such information, other than to the extent required under applicable laws, regulations, or rules. You hereby agree to indemnify and hold us harmless from, and be responsible for, our fees and expenses incurred (including attorneys’ fees and costs, court costs, costs of outside advisors, and any other cost imposed, whether by way of penalty, fine, assessment, or otherwise, and interest) as a result of your assertion of the confidentiality privilege or your direction to us to assert the privilege on your behalf or in the event that we determine that it is required by applicable law, regulation, or rules to assert the privilege without having received your direction.
Representations and Warranties; Disclaimer.
1. We warrant that we will provide the Services in a professional and workmanlike manner.
2. Disclaimer of Warranties. OTHER THAN AS EXPRESSLY STATED HEREIN, THE SERVICES PROVIDED BY US ARE PROVIDED “AS IS” WITHOUT ANY STATUTORY OR IMPLIED WARRANTY OF ANY KIND AND NO OTHER WARRANTIES, GUARANTEES, CONDITIONS OR REPRESENTATIONS, WHETHER IMPLIED, STATUTORY OR OTHERWISE, ARE MADE. WE EXPRESSLY DISCLAIM ALL IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NONINFRINGEMENT, AND UNINTERRUPTED, ERROR-FREE USE. WE DO NOT WARRANT THAT THE SERVICES WILL MEET YOUR REQUIREMENTS. THIS DISCLAIMER OF WARRANTIES AND LIABILITIES APPLIES TO ANY DAMAGES OR INJURY CAUSED BY ANY FAILURE OR PERFORMANCE, ERROR, OMISSION, INTERRUPTION, DELETION, DEFECT, DELAY IN OPERATION OR TRANSMISSION, COMPUTER VIRUS, COMMUNICATION LINE FAILURE, THEFT OR DESTRUCTION OR UNAUTHORIZED ACCESS TO, ALTERATION OF OR USE OF RECORD OR SERVICES, WHETHER FOR BREACH OF CONTRACT, TORTIOUS BEHAVIOR, NEGLIGENCE OR UNDER ANY OTHER CAUSE OF ACTION.
3. You represent and warrant to us that: (i) you have full power and authority to enter into this Agreement and perform your obligations hereunder; (ii) that you will comply with all applicable laws, rules, and regulations in connection with this Agreement and the Services; and, (iii) that all information you (and your spouse, if a joint return is to be filed) provide to us in connection with this Agreement is accurate, current, truthful and complete. You agree not to misrepresent your identity or account information.
Suspension; Termination.
1. Suspension. We may immediately suspend providing the Services, in whole or in part, with or without notice to you if: (a) we reasonably believe that you have violated any applicable law which may have a potentially adverse effect on us or our other customers; (b) we believe that providing the Services to you may violate any applicable law or regulation; (c) we reasonably believe that suspension is necessary to protect our or our service providers’ servers, systems, infrastructure, data, or information, from a denial of service attack, security breach, introduction of a virus or other malware, ransomware attack, or similar event; (d) requested or ordered by a law enforcement agency, government agency, or similar authority; or (e) you fail to cooperate with us to investigate suspected violations of this Agreement.
2. Termination.
  1. For the avoidance of doubt, this Agreement shall terminate automatically if your membership agreement terminates. Either party may terminate this Agreement for cause if the other party commits a material breach of this Agreement (such as, but not limited to, your inability or refusal to timely sign a return, your non-responsiveness, slow responsiveness, or repeated incomplete responses to requests for information, or disagreement by you with our recommendations regarding tax return filing and reporting obligations, tax return positions to be taken, or disclosures to be made in the returns), that (other than a failure of Client to timely pay any fees owed) remains uncured forty-five (45) days after written notice of such breach is delivered to the other party.
  2. Termination without Cause. You may terminate this Agreement without cause by providing thirty (30) days’ prior written notice to us, in which event you agree to pay us any fees owed within ten (10) days of such termination.
3. Effects of Termination.
  1. Upon expiration or termination of this Agreement your access to your account and information will be terminated.
4. Survival. In addition to any provisions which are expressly stated herein as surviving, and any right or obligation of the parties in this Agreement which, by its nature, should survive termination or expiration of this Agreement, the following Sections (heading references provided only for guidance) shall survive expiration or termination for the time stated therein, or, if none stated, then indefinitely: 9 (Data Ownership and Usage), 11 (Disclosure; Privilege), 14 (Limitation of Liability), 15 (Indemnification), 18 (Dispute Resolution), and 19 (General).
Limitation of Liability.
1. IN NO EVENT SHALL WE BE LIABLE FOR ANY INDIRECT, CONSEQUENTIAL, SPECIAL, INCIDENTAL, EXEMPLARY, OR PUNITIVE DAMAGES (INCLUDING, WITHOUT LIMITATION, LOST PROFITS, OPPORTUNITY COSTS, COST OF SUBSTITUTE SERVICES, ETC.), EVEN IF WE OR OUR SERVICE PROVIDERS HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
2. IN NO CASE SHALL THE TOTAL AGGREGATE LIABILITY OF US, OUR OWNERS, SUBSIDIARIES, DIRECTORS, EMPLOYEES, AFFILIATES, AGENTS, REPRESENTATIVES, AND LICENSORS TO YOU UNDER OR RELATED TO THIS AGREEMENT EXCEED THE GREATER OF THE AMOUNT THAT YOU PAID TO US FOR THE SERVICES UNDER THIS AGREEMENT OR US$1,500.
Indemnification.
1. Indemnification by You. In addition to your indemnification obligations set forth elsewhere in this Agreement, you agree to indemnify and hold harmless us and our officers, directors, employees, service providers, agents, and affiliates from and against any and all claims, demands, allegations, actions, or the like, for any and all liability, damages, losses, penalties, fines, assessments, interest, costs, and expenses (including attorneys’ fees and costs) arising out of or relating to any breach of your representations, warranties, or obligations set forth in this Agreement.
Force Majeure Events.
1. We shall not be liable to you for any delay or inability to provide the Services if such failure is due to any cause beyond our reasonable control, including, but not limited to (i) labor disputes, strikes, or lockouts (but excluding nonunion labor shortage or disputes), or labor unavailability or workplace closure as required or recommended by government or agency due to pandemic, epidemic, or other widespread health emergency (e.g., SARS, coronavirus, etc.); (ii) riots, war, acts of terrorism, or other civil disturbance; (iii) fire, flood, earthquake, tornado, hurricane, snow, ice, lightning, or other natural disasters, elements of nature or acts of God, (iv) outages, cable cuts, power crisis shortages, infrastructure outages or failures, internet failures, interruption or failure of telecommunications carriers or digital transmission links, network congestion, computer equipment failures, telecommunication equipment or other equipment failures, electrical power failures, loss of or fluctuations in heat, light, or air conditioning, all of the foregoing in this Subsection (iv) being of or due to third party providers or utility service providers; (v) acts of computer, system, or network sabotage or file lockup (e.g., ransomware attack), DDOS or other network attacks, intrusion, or other failures; (vi) any law, order, regulation, direction, action or request of the United States, state or local governmental agency, department, commission, court, bureau, corporation or other instrumentality of any one or more of such instrumentality, or of any civil or military authority, or national emergencies, including imposing an embargo, export or import restriction, quota or other restriction or prohibition or any complete or partial government shutdown; (vii) change in law or regulation making performance impracticable without having material impact on such party’s ability to perform under this Agreement without material increase in cost, resources, or time; or, (viii) national or regional shortage of adequate power or telecommunications or transportation.
Electronic Communication.
1. In the interest of facilitating our services to you, we may communicate by email or send data over the Internet (e.g., by ftp). Such communications may include information that is confidential to you and your tax return information. While we will use reasonable efforts to keep such communications secure, we have no control over the unauthorized interception of these communications once they have been sent and consent to our use of these electronic devices during this engagement. In that regard, you agree that we shall have no liability for any loss or damage to any person or entity resulting from the use of email transmissions.
2. You agree to and do hereby consent to receive mail and electronic communications (email, text/SMS and by telephone) from us concerning information and/or our Services, including notices under this Agreement (collectively, “Communications”). Communications may be those that we are required to send to you by law (e.g., data security incident notifications) concerning us, your account or information or thfse Services (“Required Communications”). The Communications may also be those that we send to you for other reasons. You may change the email or mobile phone number on file for your account by visiting your account profile page or by contacting us. You may opt out of receiving all Communications, other than Required Communications, via email by sending a notice to us that identifies your full name, user name and email address; however, you will not receive any further electronic notices from us (other than Required Communications), which notices may include important notices or announcements. You may change the email on file for your account by visiting your membership account profile page or by contacting us.
Dispute Resolution.
1. Time Limitation. Any claim or action against us must be brought within twelve (12) months of the cause arising, otherwise such claim or action is permanently barred.
MANDATORY ARBITRATION
1. In the event of any dispute, claim, question or disagreement arising from or relating the Services, this Agreement or the breach thereof, the parties hereto shall use reasonable efforts to settle the dispute, claim, question, or disagreement. To this effect, the parties shall consult and negotiate with each other in good faith and, recognizing their mutual interests, attempt to reach a just and equitable solution satisfactory to both parties. If the parties do not reach such solution within a period of thirty (30) days, then, upon notice by either party to the other, such dispute, claim, question or disagreement shall be resolved by binding arbitration in Fairfax, Virginia, in accordance with the Commercial Arbitration Rules of the American Arbitration Association (the “AAA”), subject to the limitations of this Section 19. This agreement to arbitrate will be specifically enforceable under the prevailing law of any court having jurisdiction. Notice of a demand for arbitration shall be filed in writing with the other party hereto and with the AAA. The demand for arbitration shall be made within a reasonable time after the dispute has arisen, and in no event shall any such demand be made after the date when institution of legal or equitable proceedings based on such dispute would be barred by the applicable statute of limitations. The parties agree that one (1) arbitrator shall arbitrate the dispute. The arbitrator shall be selected by the joint agreement of the parties, but if they do not so agree within twenty (20) days after the date of the notice of a demand for arbitration referred to above, the selection shall be made pursuant to the Commercial Arbitration Rules of the AAA from the panels of business arbitrators maintained by the AAA. The decision of the arbitrator shall be made in writing and shall be final. Judgment may be entered upon it in any court having jurisdiction thereof, and the decision shall not be subject to vacation, modification or appeal, except to the extent permitted by Sections 10 and 11 of the Federal Arbitration Act, the terms of which Sections the parties agree shall apply. The expenses of arbitration, including the fees and expenses of the arbitrator and the AAA, shall be shared equally by the parties.
2. The arbitrator will have no authority to award attorneys’ fees, punitive damages, or any other monetary relief not measured by the prevailing party’s actual damages and each party irrevocably waives any claim thereto. The award may include equitable relief. The arbitrator will not make any ruling, finding, or award that does not otherwise conform to this Agreement. The arbitrator may render a summary disposition relative to all or some of the issues, provided that the responding party has had an adequate opportunity to respond to any such application for such disposition.
3. The parties agree to treat all aspects of the arbitration as confidential, as provided in the AAA Rules. Before making any disclosure permitted by the Rules, a party shall give written notice to the other party and afford such party a reasonable opportunity to protect its interests. Further, judgment on the arbitrators’ award may be entered in any court having jurisdiction.
4. Class Action Waiver. Other than to the extent prohibited by applicable law, any proceedings to resolve or litigate any dispute in any forum will be conducted solely on an individual basis. You agree that neither you nor we will seek to have any dispute heard as a class action or in any other proceeding in which either party acts or proposes to act in a representative capacity, and each party hereby waives any right to assert consolidated claims with respect to any disputes subject to arbitration under this Agreement or any disputes between the parties. No arbitration or proceeding will be combined with another without the prior written consent of all parties to all affected arbitrations or proceedings.
5. Waiver of Jury Trial. Other than to the extent prohibited by applicable law, each party irrevocably and unconditionally waives any right we or you may have to a trial by jury for any legal action arising out of or relating to this Agreement or the transactions contemplated hereby.
General.
1. Governing Law; Jurisdiction; Venue. Any disputes under this Agreement shall be resolved under the laws of the Commonwealth of Virginia without reference to conflict of laws principles. Any action or proceeding arising from or relating to this Agreement, where expressly permitted under this Agreement, may only be brought in the federal or state courts located in Fairfax County, Virginia, and each party irrevocably submits to such exclusive jurisdiction and venue.
2. Subcontractors; Service Providers. We may subcontract services or use service providers, such as, but not limited to, data hosting and storage, to third parties, which may be inside or outside the United States. We shall remain responsible for all acts and omissions of our subcontractors and service providers related to our performance under this Agreement. We may use third parties to provide auxiliary services necessary to prepare or file your returns (e.g., data hosting, e-file transmission, printing, or software maintenance) or to perform substantive tax preparation work under our supervision. You hereby consent to such uses and disclosure of your Personal Information.
3. Assignment. This Agreement may not be assigned, transferred, or conveyed, whether by contract, merger, or operation of law (collectively “assign” and its variants) by you without our prior written consent. Any attempted assignment in violation of this Agreement shall be of no power or effect.
4. Miscellaneous. This Agreement, including all hyperlinked documents referred to herein and incorporated by reference, sets forth the entire understanding and agreement between you and us regarding the subject matter of this Agreement and supersede all prior or contemporaneous proposals or communications, oral or written, between the parties relating to the subject matter of this Agreement. The background recitals form a material part of this Agreement. If any provision in this Agreement is invalid or unenforceable, that provision shall be construed, limited, modified or, if necessary, severed, to the extent necessary, to eliminate its invalidity or unenforceability, and the other provisions of this Agreement shall remain in full force and effect. The parties agree that the Services provided hereunder are considered provided in the state of our headquarters. No waiver of any right under this Agreement shall be deemed effective unless contained in writing signed by a duly authorized representative of the party against which the waiver is sought to be enforced, and no waiver of any past or present right arising from any breach or failure to perform shall be deemed to be a waiver of any future right arising under this Agreement.
5. Modification of this Agreement. We reserve the right to modify this Agreement from time to time, with or without notice, and we will post the modified Agreement at www.range/com or other interfaces through which you have registered for the Services. You acknowledge and agree that it is your responsibility to review that website periodically to familiarize yourself with any modifications. With respect to such modified Agreement, we may, at its sole discretion, require you to execute a “click accept” agreement incorporated into or as a condition of accessing or using the Services. Even without such “click accept” agreement, your continued use of the Services after such modifications will constitute your acknowledgement and agreement of the modified Agreement.

By clicking the “I Agree” button below, you acknowledge you have read and agree to be bound by the terms of our Partner Tax Agreement.

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Last Updated: October 20, 2026

Range Finance, Inc., Range Advisory, LLC, Range Investing, LLC, and Range Tax, LLC (collectively, “Range,” “we,” “us,” or “our”) know that data privacy is very important to you. Range Advisory, LLC (“Range Advisory”) is an SEC-registered investment adviser. Range Investing, LLC (“Range Investing”) is a broker-dealer and member of FINRA and SIPC. Range Tax, LLC (“Range Tax”) provides tax preparation services. We have created this privacy policy (the “Privacy Policy”) to describe what kinds of personal information we may obtain in connection with the use of our Digital Properties or Services, including:

Our website located at www.range.com (the “Site”);
Our AI-enhanced wealth management platform, which is made available to you through our Site (the “Platform”);
Our personalized financial advice mobile application, which is accessible through tablets, smart phones, and other devices (the “App”);
Any other website, mobile application, or digital property that links to this Privacy Policy; and
When you interact with us in any other way.

Please note that your use of our Digital Properties or Services is at all times subject to our Terms of Service. Capitalized terms not defined in this Privacy Policy shall have the meaning set forth in our Terms of Service.

Our Services are available only to U.S. residents who are at least 18 years old (or the age of majority in their state of residence, if greater) and to entities and trusts that we accept as clients, acting through such individuals. If you are not a U.S. resident or are under that age, you may not use our Services.

This Privacy Policy is also the privacy notice of Range Advisory, Range Investing, and Range Tax under the Gramm-Leach-Bliley Act and its implementing regulations, including Regulation S-P, and applies to our current and former customers. In this Privacy Policy, “nonpublic personal information” means personally identifiable financial information about you that we obtain in providing a financial product or service to you, as defined in those regulations.

This Privacy Policy will help you understand the following:

Table of Contents

I. INFORMATION WE MAY COLLECT

1. Contact Information

2. Account Information

3. Payment Information

4. Information Obtained Automatically From Your Online Activity

5. Information Obtained From Third-Party Analytics Services

6. Information Obtained From Other Sources

II. INFORMATION COLLECTED THROUGH THE DIGITAL PROPERTIES AND/OR SERVICES THAT IS NOT COVERED BY THIS PRIVACY POLICY

III. INFORMATION USE AND DISCLOSURE

IV. YOUR CHOICES

V. HOW WE PROTECT YOUR INFORMATION

VI. RETENTION OF YOUR INFORMATION

VII. CHILDREN’S PRIVACY

VIII. EXTERNAL WEBSITES AND THIRD PARTIES

IX. DO NOT TRACK

X. NOTICE TO CALIFORNIA RESIDENTS

XI. NOTICE TO NEVADA RESIDENTS

XII. IMPORTANT NOTICE TO NON-U.S. RESIDENTS

XIII. UPDATES TO THIS PRIVACY POLICY

XIV. HOW TO CONTACT US

I. INFORMATION WE MAY COLLECT

Range may collect and/or receive the following types of personal information (depending on your relationship with us). In addition to the purposes for collection listed below, we may process any of your personal information for our Security and Legal Purposes or otherwise with your consent (read more in our INFORMATION USE AND DISCLOSURE section).

Contact Information

We collect contact information through our Digital Properties and Services, which typically includes name, email address, phone number, and any information provided in communications to us (“Contact Information”). We use Contact Information to Provide, Customize, and Improve our Services, Market the Services, and Correspond with You.

Account Information

Member Accounts: To access and use our Services, you will need to access our Platform and/or download the App (available on iOS and Android), and open one or more accounts with Range (each a “Member Account”). In order to open Member Account(s), you will be required to provide certain information in addition to Contact Information such as your date and country of birth, nationality, passport numbers (or numbers associated with other government-issued identification), Social Security Number or Tax ID, gender, marital status, photo, employer name and address, information about the beneficiaries you choose to list, including the beneficiaries’ name, birth date and Social Security Number, financial information such as bank account details, suitability information, income, revenue, and other sources of funds, account balance, credit scores, tax information and other information about your financial situation, investment objectives, stock restrictions, approximate net worth, and risk preferences and tolerance. We also collect information about your account holdings, balances, transactions, and payment history; information about persons you designate, such as authorized agents, trusted contact persons, and beneficiaries; tax returns and related documents you provide for tax preparation; and recordings and transcripts of your communications with us, including video sessions and chats with Rai. We use this account information to Provide, Customize, and Improve our Services and to Correspond with You.

We reserve the right to accept or decline any application(s) for Member Accounts in our sole and absolute discretion.

Investment Advisory Agreements and Tax Preparation Agreements

Once we approve your application for a Member Account, you may be required to acknowledge certain disclosures and enter into various agreements with Range, which may include, but are not limited to, investment advisory agreements, brokerage agreements, tax preparation agreements, subscription agreements, and other service-related disclosures or contracts (collectively, the “Service Agreements”). Range may request that you provide ACH transfer information or wiring instructions in connection with the Services. Applicable fees and payment terms are described in the Service Agreements.

Payment Information

In order to purchase Services, you may be required to provide our third-party payment processor(s) such as Stripe (each a “Payment Processor”) with certain credit or debit card information, ACH transfer information or wiring instructions (collectively, the “Payment Information”). Our Payment Processor(s) will collect on our behalf information about your payment for Services (“Transaction Information”). We do not have access to full payment card numbers but will have access to Payment Information such as your card type, card issuer, last 4 digits of your payment card number, expiration date, and billing zip code, which we process to Provide, Customize and Improve the Services and Correspond with You.

Information obtained automatically from your online activity

When you access or use any of our Digital Properties and/or Services, we may use browser cookies, pixels, web server logs, web beacons, and similar technologies (collectively, “Tracking Technologies”) to automatically collect or receive certain standard technical information and other data (such as traffic data, IP-based location data, logs and other communications data) sent to us by your device used to access our Digital Properties and/or Services, and your online activity across third-party websites, apps, and devices. We may also evaluate your device to identify any malicious software or activity that may affect the availability of our Digital Properties and Services.

When you access or use any of our Digital Properties and/or Services, advertising companies, analytics networks and providers, and other third parties may use Tracking Technologies to collect information about your online activities over time and across different websites, apps, online services, digital properties and devices.

The data we or third parties collect automatically may include personal information and/or statistical data that may not identify you personally; however, we or third parties may maintain, combine, or associate it with personal information collected in other ways or received from third parties. We and/or third parties use this information to Provide, Customize, and Improve the Services and Market the Services.

The Tracking Technologies used on the Digital Properties and Services include the following, among others:

Cookies: Cookies are small packets of data that a website stores on your computer’s hard drive so that your computer will “remember” information about your visit. In addition to collecting information, we use cookies to help us authenticate users, provide content of interest to you, analyze which features you use most frequently, and measure and optimize advertising and promotional effectiveness. To do this, we may use both session cookies, which expire once you close your web browser, and persistent cookies, which stay on your computer until you delete them. For information regarding your choices regarding Cookies, please see Section IV of this Privacy Policy.

Local Storage Technologies: We may use local storage technologies, like HTML5, that provide cookie-equivalent functionality but can store larger amounts of data on your device outside of your browser in connection with specific applications.

Web Beacons: We use web beacons, also known as pixel tags or clear GIFs, to demonstrate that a webpage or email address was accessed or opened, or that certain content was viewed or clicked.

Third-Party Sites: When access to the Digital Properties and/or Services is made available to you through third-party sites, such as social media, please be aware that these other sites maintain their own policies regarding Tracking Technologies and the collection and use of information. You are responsible for reviewing those policies.

Information Obtained From Third-Party Analytics Services

We use third-party analytics services (such as Google Analytics) to evaluate your access and use of the Digital Properties and the Services, compile reports on activity, collect demographic data, analyze performance metrics, and collect and evaluate other information relating to device and internet usage. These third-party analytics services use cookies and other Tracking Technologies to help analyze and provide us with data. By accessing or using any of the Digital Properties and/or the Services, you consent to the processing of data about you by these analytics providers in the manner and for the purposes set out in this Privacy Policy. The information used by such analytics services is generally at the aggregate level. Google and other services may associate such data with visitation information collected from our Digital Properties.

We may add to or change these third-party analytics services from time to time. For more information on our analytics services, including how to opt out from certain data collection, please visit the sites below. Please be advised that if you opt out of any service, you may not be able to use the full functionality of the Digital Properties or the Services. If you have any questions, or to request a current list of our third-party analytics services, please contact us as set forth in Section XIV (“How to Contact Us”).

For more information on Google Analytics, including how to opt out from certain data collection, please visit https://www.google.com/analytics.

Information Obtained From Other Sources

Social Media: We maintain a presence on LinkedIn, Facebook, Twitter and other social media and third-party sites, including our accounts, pages and related activities. We may collect personal information when you visit or use social media, including when you access our Digital Properties or Services from social media. We will do so in accordance with the terms of use and privacy policies of those sites, apps and applicable law. Personal information may also be collected by the third-party social media sites that host our social media pages. These sites may provide aggregate information and analysis to us about visitors’ use of our social media pages. This allows us to better understand and analyze our user growth, general demographic information about the users of these pages, and interaction with the content that we post. Overall, this information may be used to help us understand the types of visitors and users of our social media pages and use of the content. This Privacy Policy does not cover personal information collected by such third-party social media sites. For more information on their privacy and security practices please review the privacy policies and terms of use on their respective websites.

Service Providers: We may collect or receive your personal information from third-party service providers such as credit bureaus and service providers (e.g., providers of Anti-Money Laundering (“AML”) or Know Your Customer (“KYC”) services).

Government and Public Sources: As permitted by applicable law, we may also collect or receive your personal information from publicly available government records, directories, and sources such as courts, tax authorities, government agencies, regulatory authorities, and law enforcement.

Inferences: We may collect or receive inferences, which are assumptions or extrapolations that have been drawn from your information to create a profile which may include your preferences, characteristics, psychological trends, predispositions, behavior, attitudes, intelligence, abilities and aptitudes.

II. INFORMATION COLLECTED THROUGH THE DIGITAL PROPERTIES AND/OR SERVICES THAT IS NOT COVERED BY THIS PRIVACY POLICY

You may voluntarily post and share information including, but not limited to comments through public forums and other similar features available from time to time through the Digital Properties and/or the Services. None of the information you provide through the use of these public features is protected by this Privacy Policy including any personal information. THIS PRIVACY POLICY DOES NOT APPLY TO ANY INFORMATION (INCLUDING PERSONAL INFORMATION) THAT YOU PROVIDE USING ANY SUCH PUBLIC FEATURES. ALL SUCH INFORMATION IS PUBLIC INFORMATION AND MAY BE VIEWED, COLLECTED, USED, MODIFIED AND/OR DISCLOSED FOR ANY PURPOSE BY RANGE, AND ANY USER OF THE DIGITAL PROPERTIES AND THE SERVICES.

III. INFORMATION USE AND DISCLOSURE

Except as otherwise authorized by you, we may use and disclose your personal information as set forth below:

To Provide, Customize, and Improve our Services

To onboard you as a client for the Services;
When you use the Services, for identity verification, credit, AML, KYC checks, or other due diligence efforts;
To provide advisory, brokerage, tax preparation, subscription, and related services, including onboarding, account servicing, transactions, identity verification, suitability and due diligence reviews, fraud prevention, and account protection;
To provide the Services including servicing, maintaining and protecting your Member Account(s), and processing transactions in your Member Account(s); and
To operate, maintain, support, analyze, secure, troubleshoot, and improve the Digital Properties and Services, including through quality assurance, research, product development, and service optimization.

To Market the Services

To engage in marketing, advertising, and tracking activities, and evaluate the efficacy of our efforts, provided that, where required under applicable law, we will obtain your prior opt-in consent to send electronic marketing communications and/or our newsletter.

To Correspond with You

Responding to correspondence that we receive from you, contacting you when necessary or requested, and sending you information about Range or the Services;
To fulfill your requests for information regarding new or improved products and services; and
Sending emails, SMS, and other communications according to your preferences.

For Legal or Security Purposes

To protect the safety and security of our Services, businesses and customers;
To prevent, identify, investigate, deter and protect against fraudulent, harmful, unauthorized, unethical, or illegal activity, including cyberattacks and identity theft;
To fulfill our legal and regulatory requirements;
To comply with applicable law, such as to comply with a subpoena, or similar legal process, and when we believe in good faith that disclosure is necessary to protect our rights, protect your safety or the safety of others, investigate fraud, or respond to a government request;
To assess or complete a corporate sale, merger, reorganization, sale of assets, dissolution, investment, or similar corporate event where we expect that your personal information will be part of the transferred assets;
To audit our internal processes for compliance with legal and contractual requirements or our internal policies; and
To comply with legal, regulatory, compliance, books-and-records, supervisory, risk-management, and incident-response obligations.

We may disclose certain personal information with the following third parties, as appropriate to the kind of personal information and the purposes described above:

To third-party contractors and service providers that provide services to us in the operation of our business and assistance with the Services, hosting, technology and communications providers, analytics providers for web traffic or usage of our Services, Security and fraud consultants, support and customer service vendors, administrators, custodians, marketing and advertising companies, payment processors, and consulting service organizations. This may also include service providers like credit bureaus and similar service providers (e.g., providers of Anti-Money Laundering (“AML”) or Know Your Customer (“KYC”) service providers);
To advertising partners that may help market our services, such as ad networks, marketing providers, social media companies, and providers of Tracking Technologies related to our targeted advertising efforts, provided that we do not disclose to them nonpublic personal information that we obtain in providing financial services to you;
To our parent company, subsidiaries, affiliates or other companies under common control with us, including for their everyday business purposes as permitted by law; and to third parties as necessary to fulfill the Legal and Security purposes described above; and
To parties you authorize, access, or authenticate through the Services or otherwise to us.

Text Messaging (SMS) Opt-In Data
Mobile phone numbers and SMS opt-in consent collected for text messaging purposes (including when you schedule a call with Range or opt in to receive text updates) will not be shared with, sold to, or disclosed to third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will only be shared with our service providers as necessary to deliver the text messaging service itself.

Certain services may be provided through independent third parties, such as estate document drafting, tax return preparation or review by third-party tax professionals engaged by Range Tax, and investment strategies offered by third-party investment managers, that are not affiliated with Range, and may operate under their own privacy policies.

Financial Services Disclosures

In addition to the disclosures described above, in connection with our brokerage, advisory, and tax preparation services we may disclose nonpublic personal information: to Range Investing’s clearing firm, custodians, and other financial institutions involved in maintaining your accounts and processing your transactions; to consumer reporting agencies, credit bureaus, and collection agencies, including to report your account status and payment history (late payments, missed payments, or other defaults on your account may be reflected in your credit report); to issuers of securities you hold, as permitted by SEC rules, unless you object; to your authorized agents, attorneys, accountants, and other professional advisers, and to trusted contact persons you designate, as described in our Service Agreements; and to the SEC, FINRA, and other governmental, regulatory, and self-regulatory authorities.

Tax Return Information

Information that Range Tax obtains to prepare your tax return is subject to Section 7216 of the Internal Revenue Code. Range Tax uses and discloses that information only to prepare your return and as otherwise permitted by Section 7216 and its regulations, and does not disclose it to Range Advisory or other affiliates for any other purpose, or use it to market other services to you, without the written consent those rules require.

Use of Artificial Intelligence

We may use automation, machine learning, artificial intelligence, or similar technologies to support certain aspects of our business and services, such as operations, service delivery, support, security, fraud prevention, quality assurance, research, and product improvement. Where we use such tools to support services provided to clients, their outputs may be reviewed by personnel or used together with other information and controls. Range Advisory offers Rai, an AI assistant described in our Terms of Service. Rai uses information that you and Range Advisory professionals provide, such as your goals, household members, account holdings, balances, and transactions, to respond to you, and we record and retain your chats with Rai. We use third-party providers to supply the models underlying Rai and our other AI tools. We disclose personal information to those providers only as our service providers, and we contractually prohibit them from using your personal information to train their models. We may use de-identified data to train generalized artificial intelligence models. In circumstances where we will use your data, you will be provided an additional notice specific to the service that the artificial intelligence model is being trained for.

De-Identified Data

Lastly, we may create aggregated, de-identified or anonymized data from personal information by removing information that makes the data personally identifiable to a particular user. We may use such aggregated, de-identified or anonymized data and disclose it to third parties for our lawful business purposes, including to analyze, build and improve the Services and promote our business, provided that we will not disclose such data in a manner that could identify you. We will not attempt to re-identify you or any other person from aggregated, de-identified or anonymized data.

IV. YOUR CHOICES

Update Information: If the personal information we have for you changes, you may correct, update, or delete it by contacting us as set forth in Section XIV of this Privacy Policy. Clients may correct, update, or delete some of their personal information directly in their Member Account(s). We will use commercially reasonable efforts to process all such requests in a timely manner. You should be aware, however, that it is not always possible to completely remove or modify information in our databases. Additionally, we will retain and use your information (or copies thereof) as necessary to comply with our legal and/or regulatory obligations, resolve disputes, and enforce our agreements.

Federal Financial Privacy Choices: Federal law gives you the right to limit only (i) sharing with our affiliates of information about your creditworthiness for their everyday business purposes, (ii) our affiliates’ use of your information to market to you, and (iii) sharing with nonaffiliated third parties so they can market to you. We do not disclose nonpublic personal information about current or former customers to nonaffiliated third parties except as permitted by law, such as to our service providers, to process and service your accounts, with your consent, or to comply with legal requirements, and we do not disclose it to nonaffiliated third parties for their own marketing. You may limit the sharing of information about your creditworthiness among Range entities, and our affiliates’ use of information about you to market to you, by emailing legal@range.com. Your choice to limit marketing offers from our affiliates will apply for at least five years, and if you have a joint account, your choice will apply to everyone on the account unless you tell us otherwise. State laws may give you additional rights, and we will comply with them.

Marketing Communications: You may manage your receipt of marketing and non-transactional communications by clicking on the “unsubscribe” link located on the bottom of any of our marketing emails. Please note that you cannot opt out of receiving transactional emails. You can opt out of all SMS messages at any time by replying STOP to any message we send you, or by following the instructions provided to you by SMS. Reply HELP for help. Message frequency varies; message and data rates may apply.

SMS/Text Messaging Terms and Conditions: If you provide your mobile number and opt in for this service, for example by checking the consent box when booking a demo with us, Range Advisory, LLC will send you recurring text messages about your appointment, such as confirmations and reminders. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for help. You can cancel this service at any time.Mobile information, including your phone number and your consent to receive text messages, will not be sold or shared with any third parties or affiliates for their own marketing or promotional purposes. This SMS/text-messaging opt-in data is excluded from the information-sharing practices described elsewhere in this Privacy Policy.

Cookie Management: Most browsers let you remove or reject cookies. To do this, follow the instructions in your browser settings. Many browsers accept cookies by default until you change your settings. Please note that if you set your browser to disable cookies or other Tracking Technologies, the Digital Properties and/or the Services may not work properly. For more information about cookies, including how to see what cookies have been set on your browser and how to manage and delete them, visit www.allaboutcookies.org.

You will need to apply these opt-out settings on each device from which you wish to opt-out. We cannot offer any assurances as to whether the companies we work with participate in the opt-out programs described above.

V. HOW WE PROTECT YOUR INFORMATION

We take commercially reasonable steps to protect your information from loss, misuse, and unauthorized access, disclosure, alteration, or destruction. We maintain administrative, technical, and physical safeguards designed to protect customer information as required by Regulation S-P and other applicable law, restrict access to nonpublic personal information to personnel and service providers who need it to provide products or services to you, and require our service providers to protect it. If your sensitive customer information is, or is reasonably likely to have been, accessed or used without authorization, we will notify you as required by applicable law. We use Secure Sockets Layer (SSL) and other transmission technologies to encrypt your information so as to prevent unauthorized access in transit. Please understand, however, that no security system is impenetrable. Therefore, we cannot ensure the absolute security of any information you transmit to us, and you use our Digital Properties and Services and provide us with your information at your own risk.

VI. RETENTION OF YOUR INFORMATION

We will retain your personal information for as long as it serves the purpose(s) for which it was initially collected as stated in this Privacy Policy or subsequently authorized. We will also retain and use your personal information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements. If your customer relationship with Range ends, we will not destroy your information unless required or permitted by law. We retain records, including communications, for the periods required by the federal securities laws and other recordkeeping requirements. We will continue to treat your personal information in accordance with this Privacy Policy and applicable laws.

VII. CHILDREN’S PRIVACY

Our Services are only available to individuals aged 18 or older, and we do not knowingly collect personal information from any person under the age of 18. If an individual under the age of 18 has provided us with personal information, a parent or guardian of that child may contact us and request that such information be deleted, and we will endeavor to delete that information from our databases.

VIII. EXTERNAL WEBSITES AND THIRD PARTIES

The Digital Properties and Services may also contain hyperlinks to other third-party websites or apps (“External Websites”). We are not responsible for the privacy practices or the content of External Websites to which we provide hyperlinks. You should check the applicable third-party privacy policy and terms of use when visiting any External Websites.

IX. DO NOT TRACK

As discussed above, third parties such as advertising networks and analytics providers may collect information about your online activities over time and across different websites when you access or use the Services. Currently, various browsers offer a “Do Not Track” option, but there is no standard for commercial websites. At this time, we do not monitor, recognize, or honor any opt-out or do not track mechanisms, including general web browser “Do Not Track” settings and/or signals.

X. NOTICE TO CALIFORNIA RESIDENTS

These Additional California Privacy Disclosures supplement the information contained in the Privacy Policy. These Disclosures apply only to individuals residing in California. These disclosures do not cover the nonpublic personal information we collect in providing our investment advisory, brokerage, and tax preparation services, which is subject to the Gramm-Leach-Bliley Act and addressed elsewhere in this Privacy Policy, and only apply to our Digital Properties.

As described in the “INFORMATION WE COLLECT” section of the Privacy Policy, we may collect the following categories of personal information:

Identifiers, such as your Contact Information.
Commercial Information, such as purchase history and product preferences.
Internet activity information, such as your IP address, device ID, device, or browser type, and browsing behavior.
Non-precise geolocation data, which we derive from certain information like your IP address.

The sources of personal information we collect is detailed in the “INFORMATION WE MAY COLLECT” section of the Privacy Policy.

We may use and disclose personal information for the business and commercial purposes detailed in the “INFORMATION USE AND DISCLOSURE” section of the Privacy Policy.

We retain your information as described in the “RETENTION OF YOUR INFORMATION” section of the Privacy Policy.

Your California Rights

If you are a California resident, you may have the following rights with respect to the personal information we process about you:

Right to Know and Access. You may have the right to request information about the categories of personal information we have collected about you, the categories of sources from which we collected the personal information, the purposes for collecting, selling, or sharing the personal information, and the categories of third parties to whom we have disclosed your personal information, and the specific pieces of personal information we have collected about you.

Right to Delete. You may have the right to request that we delete personal information that we have collected from you.

Right to Correct. You may have the right to request that we correct inaccurate personal information that we maintain about you.

Right to Opt-out of Sales or Sharing. You may have the right to opt-out of the “sale” or “sharing” of your personal information as such terms are defined by the California Consumer Privacy Act. To opt out of targeted advertising, please use the “Your Privacy Choices” link at the bottom of our home page.

Right to Non-Discrimination. Should you choose to exercise any of these rights, we will not discriminate against you in any way. If you exercise certain rights, understand certain features of the Services may be unavailable to you.

To exercise your rights, please submit a request to us by either calling us at 703−261−4164 or by emailing us at legal@range.com. Making a consumer request does not require you to create an account with us. Applicable law may limit the number of times that you can submit a particular request within a 12−month period.

You can designate an authorized agent to make a request on your behalf. We may deny a request from an authorized agent that does not submit proof that they have been validly authorized to act on your behalf in accordance with applicable law.

Upon receiving your request to know, access, delete, or correct, we will need to verify your identity to determine you are the same person about whom we have the information in our system. These verification efforts require us to ask you to provide information so that we can match it with information you have previously provided us. We may also use other verification methods as the circumstances dictate. We will only use personal information provided in your request to verify your identity or authority to make the request. To the extent possible, we will avoid requesting additional information from you for the purposes of verification. If we cannot verify your identity from the information already maintained by us, we may request that you provide additional information for the purposes of verifying your identity, and for security or fraud-prevention purposes. We may deny your request to know, access, delete or correct if we cannot verify your identity.

Selling and Sharing of Personal Information

We do not sell personal information for monetary consideration. However, our use of certain website tracking-technologies may meet the definition of “selling” or “sharing” as those terms are defined by applicable law. We may have sold or shared the following categories of personal information with our targeted advertising service providers and partners: Identifiers, Non-precise geolocation data, and Internet activity information. However, as mentioned earlier, no monetary consideration is received by Range and Range does not sell or share mobile phone numbers or text messaging consent data with third parties or affiliates for marketing, promotional, or targeted advertising purposes. Please see Section III. “Text Messaging (SMS) Opt-In Data” for additional information. We do not knowingly sell the personal information of minors under 18.

Shine the Light

Pursuant to Section 1798.83 of the California Civil Code, residents of California have the right to obtain certain information about the types of personal information that companies with whom they have an established business relationship (and that are not otherwise exempt) have disclosed to third parties for direct marketing purposes during the preceding calendar year, including the names and addresses of those third parties, and examples of the types of services or products marketed by those third parties. If you wish to submit a request pursuant to Section 1798.83, please contact us via email at legal@range.com.

XI. NOTICE TO NEVADA RESIDENTS

If you are a resident of Nevada, you have the right to opt-out of the sale of certain personal information to third parties. However, we do not sell your personal information as defined under Nevada law.

XII. IMPORTANT NOTICE TO NON-U.S. RESIDENTS

The Digital Properties, the Services and our servers are operated in the United States. Please be aware that your information, including your personal information, may be transferred to, processed, maintained, and used on computers, servers, and systems located outside of your state, province, country, or other governmental jurisdiction where the privacy laws may not be as protective as those in your country of origin. As noted at the top of our Privacy Policy, if you are not a U.S. resident, please do not use our Services.

XIII. UPDATES TO THIS PRIVACY POLICY

This Privacy Policy is effective as of the date stated at the top of this Privacy Policy. We may update this Privacy Policy from time to time to reflect changes in our privacy practices. Where required by law, we will notify you of material changes before they take effect, including before we disclose nonpublic personal information in a way not described in this Privacy Policy, and we will provide this Privacy Policy to customers at the start of the customer relationship and thereafter as required by law. We will indicate at the top of this Privacy Policy when it was most recently updated, and we encourage you to revisit this page periodically to stay aware of any changes.

XIV. HOW TO CONTACT US

If you have any questions or comments about this Privacy Policy, or our privacy practices, please email us at legal@range.com or write to us at: Range Finance, Inc., 440 Monticello Ave Ste 1802 PMB 32321, Norfolk, Virginia 23510−2670

Range
440 Monticello Ave Ste 1802 PMB 32321
Norfolk, Virginia 23510−2670
703−261−4126
legal@range.com

This is an important legal notice. Please read. This agreement contains an agreement to arbitrate and waive your rights to a jury trial. See the sections titled “Binding Arbitration” and “Class Action Waiver.” In addition, the section “Limitation of Liability” limits the claims you can bring, the time in which you can bring them and the damages you can claim. These sections affect your legal rights.

Last Updated: October 20, 2026

Range Finance, Inc., Range Advisory, LLC, Range Tax, LLC, and Range Investing, LLC (collectively, “Range,” “we,” “us,” or “our”) provide access to our website(s), web application, or other digital property (“Digital Properties”) and products, services, and applications (“Services”) to you pursuant to these Terms of Service. By clicking “I agree,” or otherwise accepting these terms or by accessing or using any of our Digital Properties and/or Services, you acknowledge that you have read, understood, and agree to be legally bound by these Terms of Service and our Privacy Policy which is hereby incorporated by reference (collectively, this “Agreement”).

If you do not agree to any of the terms and conditions in the Agreement, you may not visit our Digital Properties, or access or use any of our Services. If you are accepting the Agreement on behalf of your employer or another entity, you hereby represent and warrant that you have the authority to bind your employer or other entity to this Agreement.

The services provided by Range Advisory, LLC (“Range Advisory”), Range Investing, LLC (“Range Investing”) and Range Tax, LLC (“Range Tax”), may be subject to our additional terms, conditions, agreements, policies, guidelines, rules and schedules, which will be posted or made available separately from this Agreement when the services are offered (“Additional Terms”) including, without limitation, our advisory agreement located at www.range.com/public/advisory-agreement (“Advisory Agreement”), Range Investing’s customer agreement (“Customer Agreement”) and our tax preparation agreement (“Tax Preparation Agreement”), each as amended from time to time. The Additional Terms, as applicable, are incorporated into and form a part of this Agreement. If there is a conflict between this Agreement and the Additional Terms, the Additional Terms will control.

1. USE OF AND ACCESS TO THE SERVICES

You can access our Services in a variety of ways. You can utilize our website or other Digital Properties. You can also download our mobile application (the “App”) from the Apple, Google Play or any other app store through which the App is made available to you using your app store credentials.

Access to certain Services, however, is enabled when you become a member (“Member”) by registering for one or more Member Account(s) and a username/password (“Credentials”). For purposes of these Terms of Service, you are considered to be a Member if you are accessing the Services as part of a temporary free trial period. Your obligations as a Member begin when you register for a Member Account, regardless of whether you have purchased a subscription or paid any fees. When registering for a Member Account, you agree to: (a) provide true, accurate, current and complete information; and (b) maintain and promptly update the information to ensure that it remains true, accurate, current and complete. You represent that you are at least eighteen (18) years old, of legal age to form a binding contract, and not a person barred from using the Services under the laws of the United States, your place of residence or any other applicable jurisdiction. You are responsible for maintaining the security of your Credentials. In no event shall you share your Credentials with any third party, or allow another person to access the Services using your Credentials. You agree to monitor your Member Account(s) and restrict use by any other persons, including minors, and you will accept full responsibility for any such unauthorized use. You shall immediately notify us if you have any reason to believe that your Credentials have been lost, compromised, or misused in any way, and report any unauthorized or suspicious activity in your Member Account. You are fully and solely responsible for any and all use of the Services using your Member Account and/or Credentials.

The rights granted to you in the Agreement are subject to the following restrictions: (a) you shall not license, sell, rent, lease, transfer, assign, reproduce, distribute, host or otherwise commercially exploit any of the Digital Properties and the Services, including any Content contained therein; (b) you shall not frame or utilize framing techniques to enclose any trademark, logo, or other parts of the Digital Properties and the Services (including images, text, page layout or form); (c) you shall not use any metatags or other “hidden text” using Range’s name or trademarks; (d) you shall not modify, translate, adapt, merge, make derivative works of, disassemble, decompile, reverse compile or reverse engineer all or any part of the Digital Properties and the Services including, without limitation, the Content (including any infrastructure, software programs, trade secrets, know-how, processes, features, functionalities, algorithms, templates, data, information and intellectual property incorporated therein, and/or used by Range to operate and provide the Digital Properties, and/or the Services, and all enhancements, derivative works, extensions, improvements or other modifications thereto), except to the extent the foregoing restrictions are expressly prohibited by applicable law; (e) you shall not use any manual or automated software, devices or other processes (including but not limited to spiders, robots, scrapers, crawlers, avatars, data mining tools or the like) to “scrape” or download data from any web pages contained in the Digital Properties and the Services (except that we grant the operators of public search engines revocable permission to use spiders to copy materials from the Digital Properties for the sole purpose of and solely to the extent necessary for creating publicly available searchable indices of the materials, but not caches or archives of such materials); (f) except as expressly stated herein, no part of the Digital Properties and the Services, including the Content, may be copied, reproduced, distributed, republished, downloaded, displayed, posted or transmitted in any form or by any means; (g) you shall not remove or destroy any copyright notices or other proprietary markings contained on or in the Digital Properties and the Services, including the Content; (h) you shall not access or use the Digital Properties and the Services in an unlawful way or for an unlawful or illegitimate purpose, including without limitation any violation of the antifraud or registration provisions of the securities laws of the U.S. or any state thereof; (i) you shall not take any action or post or transmit via the Digital Properties and the Services any content (i) under a false name; (ii) that is unlawful, libelous, defamatory, obscene, fraudulent, predatory of minors, harassing, threatening, misleading, deceptive or hateful to any person, including Range; (iii) information that infringes or violates any of the intellectual property rights of others or the privacy or publicity rights of others; (iv) that constitutes unauthorized or unsolicited advertising, junk or bulk e-mail; (v) that involves commercial activities and/or sales, such as contests, sweepstakes, barter, advertising, or pyramid schemes without Range’s prior written consent; or (vi) impersonates any person or entity, including any employee or representative of Range; (j) you shall not attempt to disrupt the operation of the Digital Properties and the Services in any manner, including the use of methods such as denial of service attacks, flooding or spamming and you will not transmit, distribute, introduce or otherwise make available in any manner through the Digital Properties and the Services any computer virus, keyloggers, spyware, worms, Trojan horses, time bombs or other malicious or harmful code (collectively, “Harmful Code”); (k) you shall not use the Digital Properties and the Services in any manner that could damage, disable or impair our services or networks; and (l) you shall not attempt to gain unauthorized access to any accounts or computer systems or networks, through hacking, password mining or any other means. Any future release, update or other addition to the Digital Properties and the Services shall be subject to the Agreement. Range, its suppliers and service providers reserve all rights not granted in the Agreement.

We reserve the right to suspend, revoke, or deactivate your Credentials and/or your Member Account if you violate this Agreement. We reserve the right to remove or reclaim any usernames at any time and for any reason, including but not limited to, claims by a third party that a username violates the third party’s rights. You agree not to create an account or use the Digital Properties and the Services if you have been previously removed by Range, or if you have been previously banned, suspended or had your rights revoked from any of the Digital Properties and/or the Services.

If you use the Digital Properties or the Services in any way that violates your obligations or the prohibitions set forth in this Agreement, Range may seek damages and all other remedies available under applicable law for any use that is not permitted personal use or that constitutes excessive or unauthorized usage. Notwithstanding anything to the contrary in this Agreement, Range may also seek equitable relief, including injunctive relief, to prevent ongoing misuse from any court of competent jurisdiction.

By entering into the Agreement or using the Digital Properties and/or the Services, you agree to receive communications from us, including via e-mail. Communications from us and our affiliated companies may include but are not limited to: operational communications concerning your Member Account(s) or the use of the Services, updates concerning new and existing features on the Digital Properties and the Services, communications concerning promotions run by us or our third-party partners, and news concerning Range and industry developments. IF YOU WISH TO OPT OUT OF PROMOTIONAL EMAILS, YOU CAN UNSUBSCRIBE FROM OUR PROMOTIONAL EMAIL LIST BY FOLLOWING THE UNSUBSCRIBE OPTIONS IN THE PROMOTIONAL EMAIL ITSELF.

As part of the Services, you may be provided with the option to receive SMS. If you sign up for this Service, you will receive a welcome message and instructions on how to stop receiving messages. BY SIGNING UP FOR THIS SERVICE AND PROVIDING US WITH YOUR WIRELESS NUMBER, YOU CONFIRM THAT YOU WANT RANGE TO SEND YOU INFORMATION REGARDING YOUR ACCOUNT OR TRANSACTIONS WITH US AND/OR THAT WE THINK MAY BE OF INTEREST TO YOU, WHICH MAY INCLUDE RANGE’S USING AUTOMATED DIALING TECHNOLOGY TO TEXT YOU AT THE WIRELESS NUMBER YOU PROVIDED, AND YOU AGREE TO RECEIVE COMMUNICATIONS FROM RANGE, AND YOU REPRESENT AND WARRANT THAT EACH PERSON YOU REGISTER FOR THE SERVICES OR FOR WHOM YOU PROVIDE A WIRELESS PHONE NUMBER HAS CONSENTED TO RECEIVE COMMUNICATIONS FROM RANGE. You agree to indemnify and hold Range harmless from and against any and all claims, liabilities, damages (actual and consequential), losses and expenses (including attorneys’ fees) arising from or in any way related to your breach of the foregoing.

2. LICENSE TO USE THE APP

Range hereby grants you a limited, non-exclusive, non-transferable license to download and install a copy of the App on a single mobile device that you own or control and to run such copy of the App solely for your own personal use. Furthermore, with respect to any App accessed through or downloaded from the Apple, Inc. (“Apple”) application store (“Apple App”), you will use the Apple App only: (i) on an Apple-branded product that runs iOS (Apple’s proprietary operating system software); and (ii) as permitted by the “Usage Rules” set forth in the App Store Terms of Service. We reserve all rights in and to the App not expressly granted to you under these Terms of Service.

3. USE OF PERSONAL INFORMATION

Your use of the Digital Properties and the Services may involve the transmission to us of certain personal information. Our policies with respect to the collection and use of such personal information are governed according to our Privacy Policy (located at www.range.com/public/privacy), which we recommend you read.

4. INTELLECTUAL PROPERTY

The Digital Properties and the Services contain content, such as software, text, graphics, images, designs, sound recordings, audiovisual works, and other material provided by or on behalf of Range (collectively referred to as the “Content”). The Content may be owned by us or third parties. The Content is protected under both United States and foreign laws. Unauthorized use of the Content may violate copyright, trademark, and other laws. You have no rights in or to the Content, and you will not use the Content except as permitted under this Agreement. No other use is permitted without prior written consent from us. You must retain all copyright and other proprietary notices contained in the original Content on any copy you make of the Content. You may not sell, transfer, assign, license, sublicense, or modify the Content or reproduce, display, publicly perform, make a derivative version of, distribute, or otherwise use the Content in any way for any public or commercial purpose. The use or posting of the Content on any other website, in a networked computer environment, or any other digital property for any purpose is expressly prohibited. Elements of the Digital Properties and the Services are protected by trade dress, trademark, unfair competition, and other state and federal laws and may not be copied or imitated in whole or in part, by any means, including, but not limited to, the use of framing or mirrors.

The trademarks, service marks, and logos of Range (the “Range Trademarks”) used and displayed on the Digital Properties and the Services are registered and unregistered trademarks or service marks of Range. Other company, product, and service names located on the Digital Properties and the Services may be trademarks or service marks owned by others (the “Third-Party Trademarks,” and, collectively with Range Trademarks, the “Trademarks”). Nothing on the Digital Properties and the Services should be construed as granting, by implication, estoppel, or otherwise, any license or right to use the Trademarks, without our prior written permission specific for each such use. Use of the Trademarks as part of a link to or from any site is prohibited unless establishment of such a link is approved in advance by us in writing. All goodwill generated from the use of the Range Trademarks inures to our benefit.

5. ACCESSING AND DOWNLOADING THE APP FROM THE APPLE APP OR GOOGLE PLAY STORE

The following terms apply to any app downloaded from Apple or Google (each an “App Store Provider”). These terms are in addition to all other terms contained in these Terms of Service:

You acknowledge and agree that (i) these Terms of Service are concluded between you and Range only, and not App Store Provider, and (ii) Range, not App Store Provider, is solely responsible for the App and content thereof. Your use of the App must comply with the App Store Provider’s terms of service.

You acknowledge that App Store Provider has no obligation whatsoever to furnish any maintenance and support services with respect to the App.

In the event of any failure of the App to conform to any applicable warranty, you may notify App Store Provider, and App Store Provider will refund the purchase price for the App to you and to the maximum extent permitted by applicable law, App Store Provider will have no other warranty obligation whatsoever with respect to the App. As between Range and App Store Provider, any other claims, losses, liabilities, damages, costs or expenses attributable to any failure to conform to any warranty will be the sole responsibility of Range.

You acknowledge that, as between Range and App Store Provider, App Store Provider is not responsible for addressing any claims you have or any claims of any third party relating to the App or your possession and use of the App, including, but not limited to: (i) product liability claims; (ii) any claim that the App fails to conform to any applicable legal or regulatory requirement; and (iii) claims arising under consumer protection or similar legislation.

You acknowledge that, in the event of any third party claim that the App or your possession and use of that App infringes that third party’s intellectual property rights, as between Range and App Store Provider, Range, not App Store Provider, will be solely responsible for the investigation, defense, settlement and discharge of any such intellectual property infringement claim to the extent required by these Terms of Service.

You represent and warrant that (i) you are not located in a country that is subject to a U.S. Government embargo, or that has been designated by the U.S. Government as a “terrorist supporting” country; and (ii) you are not listed on any U.S. Government list of prohibited or restricted parties.

You acknowledge and agree that App Store Provider, and App Store Provider’s subsidiaries, are third party beneficiaries of these Terms of Service as related to your license of the App, and that, upon your acceptance of the terms and conditions of these Terms of Service, App Store Provider will have the right (and will be deemed to have accepted the right) to enforce these Terms of Service as related to your license of the App against you as a third party beneficiary thereof.

Without limiting any other terms of these Terms of Service, you must comply with all applicable third party terms of agreement when using the App.

6. FEES

Range offers Memberships, and Members can purchase a subscription for the Services (“Subscription”) for a fee and payment structure set forth on the Digital Properties (the “Subscription Fee”). Certain a la carte Services will be charged separately (“A La Carte Fees” and collectively, with the Subscription Fees, the “Fees”). You can choose how you pay the Fees. Range offers several payment options, including credit card payment or direct debit of a bank or investment account. Range may add new fees and charges, amend fees and charges, or change the payment options that it offers at any time in its sole discretion, subject to any advance notice required by the Advisory Agreement. By making a purchase, Member is agreeing to pay Range, through our third-party payment processor (“Third-Party Payment Processor”), all applicable Fees then in effect. Any information you provide to the Third-Party Payment Processor will be processed by such Third-Party Payment Processor in accordance with its privacy policy and terms of use. YOU MUST PROVIDE CURRENT, COMPLETE, AND ACCURATE INFORMATION FOR YOUR ACCOUNT, AND PROMPTLY UPDATE ALL INFORMATION TO KEEP SUCH ACCOUNT INFORMATION CURRENT, COMPLETE, AND ACCURATE (SUCH AS A CHANGE IN BILLING ADDRESS, CREDIT CARD NUMBER, CREDIT CARD EXPIRATION DATE, AND BANK OR INVESTMENT ACCOUNT INFORMATION). FURTHER, YOU MUST PROMPTLY NOTIFY US IF A PAYMENT METHOD IS CANCELED (E.G., FOR LOSS OR THEFT) OR IF YOU BECOME AWARE OF A POTENTIAL BREACH OF SECURITY, SUCH AS THE UNAUTHORIZED DISCLOSURE OR USE OF YOUR USERNAME OR PASSWORD. CHANGES TO SUCH INFORMATION CAN BE MADE THROUGH YOUR ACCOUNT.

By purchasing a Subscription, Member acknowledges that Member’s Subscription has an initial and recurring payment charge at the then-current Subscription rate, Member agrees that Range may submit a monthly, quarterly, or yearly charge, in advance to Member’s chosen payment method without further authorization from Member, until Member provides notice to Range that Member wishes to cancel Member’s Subscription or to change Member’s payment method. If Member elects direct debit and Range cannot collect payment from Member’s bank or investment account (for example, for insufficient funds), Range may charge Member’s credit card. Member further accepts responsibility for all recurring charges prior to cancellation, including, where applicable, any charges processed by Range after the expiration date of Member’s payment card or the closing of Member’s bank or investment account.

Member may change or terminate Member’s Subscription by emailing us at support@range.com. If Member terminates Member’s Subscription, Member may use Member’s Subscription until the end of the then-current subscription cycle, and the Subscription will not be renewed after that period expires. Except as Range may agree in its discretion, Range does not refund any pre-paid portion of the Subscription Fee. Range may immediately terminate or suspend Member’s Subscription for any reason or no reason in accordance with these Terms of Service, subject to any notice required by the Advisory Agreement, including for failure to pay the applicable Fees when due. If we terminate or suspend Member’s Subscription, Member’s right to use any software or content provided in connection with the Subscription is also terminated or suspended (as applicable).

7. BETA FEATURES

From time to time, we may invite Members to try “beta” features or functionalities of the Services which are not generally available to our other Members for use at no charge. Member may accept or decline any such trial in its sole discretion. Such beta features are for evaluation purposes only, are not considered part of the Services under this Agreement, are not supported, and may be subject to additional terms. Unless otherwise expressly agreed to by us, any beta feature trial period will expire upon the date that a version of the beta feature becomes generally available to all of our Members for use or upon the date that we elect to discontinue such beta feature. We may discontinue beta features at any time in our sole discretion and may never make them generally available as part of the Services. All beta Services are provided “AS-IS” and “AS AVAILABLE” with no warranty of any kind, express or implied. We will have no liability to you or any third party for any harm or damage arising out of or in connection with any use of a beta feature, and your use of any beta feature is at your own risk.

8. NON-DISCLOSURE AND CONFIDENTIALITY

In using the Services, you may have access to confidential information of Range and its affiliates (collectively, “Confidential Information”). You agree to maintain and diligently safeguard the privacy and security of all Confidential Information. Without limiting the foregoing, you agree to undertake all necessary measures to ensure the privacy and security of all Confidential Information including without limitation: (i) to use the Confidential Information only for the purpose for which such Confidential Information was made available to you as a part of the Services (the “Permitted Purpose”) and for no other purpose whatsoever; (ii) not to access, use or disclose any Confidential Information that you have no legitimate authorization to access, use or disclose; (iii) not to access the Services or any Confidential Information for any other individual (except to the extent fully disclosed by you to Range) or any unauthorized third party; (iv) not to disclose Confidential Information to any third-party except to your attorneys and financial advisors who need to know such information to assist you to carry out the Permitted Purpose (the “Representatives”) and which Representatives are bound by a written confidentiality agreement containing disclosure and use provisions no less restrictive with respect to disclosure than those set forth herein; (v) to restrict physical and system access to the systems which contain Confidential Information or which gives access to the Confidential Information; and (vi) to use Confidential Information in compliance with all applicable laws. You shall immediately notify and cooperate fully with Range in the event you discover or suspect any unauthorized use of or access to the Services and/or Confidential Information. You hereby agree that you shall be responsible hereunder for any breach or threatened breach by the Representatives of the obligations set forth in this section as if such breach or threatened breach was committed by you. You acknowledge and further agree that all obligations relating to Confidential Information under this Agreement will continue after termination of this Agreement and termination of access rights hereunder.

9. FEEDBACK

You acknowledge and agree that any questions, comments, suggestions, ideas, feedback, or other information provided by you to Range (collectively, “Feedback”) are not confidential and you hereby irrevocably assign to Range all right, title, and interest in and to such Feedback, including any intellectual property rights contained therein. To the extent any such assignment is not enforceable, you hereby grant to Range a worldwide, perpetual, irrevocable, sublicensable, transferable, royalty-free license to reproduce, display, perform, distribute, publish, modify, edit or otherwise use such Feedback as it deems appropriate, for any and all commercial or non-commercial purposes, in its sole discretion. You waive any right to compensation of any type for Feedback.

10. EXTERNAL WEBSITES

The Digital Properties and the Services may permit you to link to third-party websites, applications, resources, or services collectively (“External Websites”). When you access External Websites you do so at your own risk. We do not endorse, authorize or represent any affiliation with External Websites, nor do we exercise any control over External Websites. You acknowledge and agree that Range is not responsible or liable for the content, functions, accuracy, legality, appropriateness or any other aspect of External Websites. Our Agreement does not apply to External Websites, and we encourage you to review their privacy policies, terms of service and related policies before visiting.

11. INDEMNIFICATION

You agree to defend, indemnify, and hold us and our officers, directors, employees, agents, successors, licensees, affiliates, subsidiaries, and assigns (collectively, the “Range Indemnitees”) harmless from and against any and all third-party claims, actions, suits, proceedings, liabilities, damages, judgments, awards, losses, costs, expenses, and fees (including, without limitation, reasonable attorneys’ fees and litigation expenses), arising out of or relating to: (i) your breach of this Agreement; (ii) your use of the Digital Properties, Content, or the Services; (iii) your failure to comply with any applicable laws and regulations; (iv) your violation of any rights of another party, including intellectual property or other proprietary rights, and laws related to privacy or information security; and/or (v) your negligence or willful misconduct. We shall provide notice to you of any such claim, suit, or proceeding. Range reserves the right to assume the exclusive defense and control of any matter otherwise subject to indemnification by you, in which event you will assist and cooperate with Range in asserting any available defenses. You shall not settle any such claim without our prior written consent. You agree to provide us with such cooperation as is reasonably requested by us in connection with any indemnified claim. This obligation shall survive this Agreement and your use of the Services. For advisory clients of Range Advisory, indemnification relating to advisory services is governed by the Advisory Agreement.

12. INVESTMENT ADVICE

Except as otherwise provided in the Advisory Agreement, your use of the Digital Properties and the Services and any decisions you make to invest money are at your own risk. Investing in securities involves risk, including the risk of losing some or all of the money you invest, and you should not invest money you cannot afford to lose.

Except with respect to personalized investment recommendations made to users that are advisory clients of Range Advisory (subject to the terms of the Advisory Agreement), Content that is published to the Digital Properties should not be construed as solicitation or recommendation of any investment or investment strategy. Range Advisory and its officers, associated persons, or members of their families, may at any time be long or short, purchase or sell, or own options, rights or warrants in any securities of the companies discussed in any Content, and may make purchases or sales of these securities. Except with respect to personalized investment recommendations made to users that are advisory clients of Range Advisory (subject to the terms of the Advisory Agreement), Content is meant for informational purposes only and you should consult your portfolio managers, analysts, investment advisers, financial advisors, accountants, attorneys, or investment committees, as applicable, responsible for management of applicable assets before acting on information made available on or through the Digital Properties and the Services. Content contains forward looking predictions that are subject to certain risks and uncertainties which could cause actual results to differ materially from those currently anticipated or projected. Prices are subject to change at any time. Range Advisory provides Content to you in an effort to provide comprehensive information of a range of possible investment opportunities. Securities discussed in the Content are not suitable for all investors due to different needs, objectives, and financial resources. The securities mentioned may not be registered in every state. Investors should consider these factors when making an investment decision.

Unless you are an advisory client of Range Advisory (subject to the terms of the Advisory Agreement) or tax preparation client of Range Tax, no communication by Range Advisory, through the Digital Properties and the Services or any other medium, should be construed or is intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice. Unless you are an advisory client of Range Advisory (subject to the terms of the Advisory Agreement), nothing on the Digital Properties and the Services is intended as an offer to purchase or sell securities or a solicitation of any securities transaction. Investing in securities described in the Content on the Digital Properties and the Services poses risks, including but not limited to credit risk, interest rate risk, and the risk of losing some or all of the money you invest. Before investing in any securities, you should: (1) conduct your own investigation and analysis; (2) carefully consider the investment and all related charges, expenses, uncertainties and risks; and (3) consult with your own investment, tax, financial and legal advisors.

With respect to users who are advisory clients of Range Advisory and who receive financial planning and investment advice (“Planning Services,” as defined in the Advisory Agreement), you understand and acknowledge that the results you could obtain by relying on information and/or insights provided by Range Advisory cannot be guaranteed.

To the extent Range Advisory provides any advice regarding your retirement planning, financial planning, estate planning, tax planning and insurance optimization (collectively, “Personal Planning”), you agree that any advice by Range Advisory regarding Personal Planning is provided by Range Advisory as an investment adviser, subject to its fiduciary duty and the Advisory Agreement, and that you are responsible for deciding whether to implement it, and that any U.S. federal tax advice provided through Planning Services is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law. You also agree that Range Advisory is only one of many tools you may use as part of a comprehensive Personal Planning process and, except as otherwise provided in this Agreement or the Advisory Agreement, Range Advisory will not be liable for decisions or actions you take or authorize third parties to take on your behalf based on information you obtain from your access and use of Planning Services or information you otherwise see on the Digital Properties.

With respect to users who are advisory clients of Range Advisory and who receive discretionary investment management of a Managed Account (“Discretionary Management Services,” as defined in the Advisory Agreement), you understand and acknowledge that the investment results you could obtain from investment information and financial insights provided by Range Advisory cannot be guaranteed. Range Advisory’s responsibility for losses in connection with its advisory services is governed by the Advisory Agreement, and nothing in this Agreement waives or limits any right you may have under the federal or state securities laws. All investments entail a risk of loss, and you may lose money.

13. RAI

Range Advisory offers Members access to Rai, a proprietary, conversational artificial intelligence (“AI”) assistant available through the Digital Properties. Rai uses household information provided by you and by Range Advisory professionals (such as your goals, household members, account holdings, balances and transactions) and Range’s proprietary planning tools.

Rai currently can answer questions about your spending, goals, risk profile and other aspects of your financial circumstances; analyze your inputs, investments and tax scenarios; run projections and simulations, such as retirement, cash flow and net worth projections; and provide personalized financial recommendations, including recommendations regarding asset allocation, rebalancing and the purchase or sale of securities. Certain defined categories of questions are answered by Rai without prior review by a Range Advisory professional. Complaints, cancellation requests, requests to execute transactions and messages indicating distress are routed to a Range Advisory professional. You may ask at any time to have any question answered by a Range Advisory professional. Rai currently cannot execute trades, move funds, provide legal advice, or provide business formation or management advice. A recommendation from Rai does not change the scope of Range Advisory’s authority over any account. You are not required to use Rai to receive the services included in your Subscription.

AI technology is evolving rapidly, and Rai’s capabilities are expected to change as Range adds, modifies or removes features. Range will inform you of material changes to Rai’s capabilities through the Digital Properties or other notice to you before or when those changes become available.

Using Rai involves risks. Rai’s responses may be inaccurate or incomplete, including responses that appear plausible but are incorrect (sometimes called “hallucinations”); may be based on outdated, incorrect or incomplete information that you provide; may not reflect your entire financial situation or complex or qualitative preferences; may differ in response to the same question; may lose context over long conversations; and may be affected by errors or biases in underlying data or models, by changes to those models, or by instructions embedded in content provided to Rai (“prompt injection”). Rai may be unavailable during system outages, in which case you should contact a Range Advisory professional. Range Advisory’s agreements with the third-party providers of the AI models underlying Rai prohibit them from using client data to train their models. Personalized investment advice that Rai provides to advisory clients of Range Advisory is provided by Range Advisory, subject to its fiduciary duty and the Advisory Agreement. For more information about Rai and its risks, see Items 4 and 8 of Range Advisory’s Form ADV Part 2A.

14. DISCLAIMER OF WARRANTY

EXCEPT AS PROVIDED IN THE ADVISORY AGREEMENT, YOU UNDERSTAND AND AGREE THAT, TO THE EXTENT PERMITTED BY APPLICABLE LAW, YOUR USE OF THE DIGITAL PROPERTIES AND THE SERVICES IS AT YOUR SOLE RISK AND THE DIGITAL PROPERTIES, THE SERVICES AND THE CONTENT ARE PROVIDED “AS IS” AND “AS AVAILABLE,” WITH ALL FAULTS, WITHOUT ANY WARRANTY OF ANY KIND, EXPRESS OR IMPLIED. TO THE FULLEST EXTENT PERMISSIBLE PURSUANT TO APPLICABLE LAW, RANGE, ITS AFFILIATES AND ANY PERSON ASSOCIATED WITH RANGE AND ITS AFFILIATES, DISCLAIM ALL WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, STATUTORY OR OTHERWISE, INCLUDING BUT NOT LIMITED TO ANY IMPLIED WARRANTIES OF TITLE, MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, COURSE OF DEALING, OR USAGE OF TRADE. WITHOUT LIMITING THE FOREGOING, RANGE DOES NOT WARRANT THAT ACCESS OR USE OF THE DIGITAL PROPERTIES AND THE SERVICES WILL BE UNINTERRUPTED OR ERROR-FREE, OR THAT DEFECTS, IF ANY, WILL BE CORRECTED; NOR DOES RANGE, ITS AFFILIATES, NOR ANY PERSON ASSOCIATED WITH RANGE OR ITS AFFILIATES, MAKE ANY REPRESENTATIONS ABOUT THE ACCURACY, RELIABILITY, CURRENCY, QUALITY, COMPLETENESS, USEFULNESS, PERFORMANCE, SECURITY, LEGALITY OR SUITABILITY OF THE DIGITAL PROPERTIES AND THE SERVICES, INCLUDING THE CONTENT; THAT DEFECTS WILL BE CORRECTED; THAT THE DIGITAL PROPERTIES AND THE SERVICES OR THE SERVER THAT MAKES THEM AVAILABLE ARE FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS; OR THAT THE DIGITAL PROPERTIES AND/OR THE SERVICES WILL OTHERWISE MEET YOUR NEEDS OR EXPECTATIONS.

YOU EXPRESSLY AGREE THAT YOUR USE OF THE DIGITAL PROPERTIES AND THE SERVICES IS AT YOUR SOLE RISK. YOU SHALL BE SOLELY AND FULLY RESPONSIBLE FOR ANY DAMAGE TO ANY COMPUTER SYSTEM, ANY LOSS OF DATA, OR ANY IMPROPER USE OR IMPROPER DISCLOSURE OF INFORMATION CAUSED BY YOU OR ANY PERSON USING YOUR CREDENTIALS. RANGE CANNOT AND DOES NOT ASSUME ANY RESPONSIBILITY FOR ANY LOSS, DAMAGES OR LIABILITIES ARISING FROM THE FAILURE OF ANY TELECOMMUNICATIONS INFRASTRUCTURE, OR THE INTERNET OR FOR YOUR MISUSE OF ANY OF CONTENT ACCESSED THROUGH THE DIGITAL PROPERTIES AND THE SERVICES. YOU UNDERSTAND THAT WE CANNOT AND DO NOT GUARANTEE OR WARRANT THAT THE DIGITAL PROPERTIES AND THE SERVICES WILL BE FREE OF VIRUSES OR OTHER DESTRUCTIVE CODE. YOU ARE RESPONSIBLE FOR IMPLEMENTING SUFFICIENT PROCEDURES AND CHECKPOINTS TO SATISFY YOUR PARTICULAR REQUIREMENTS FOR ANTI-VIRUS PROTECTION AND ACCURACY OF DATA INPUT AND OUTPUT, AND FOR MAINTAINING A MEANS EXTERNAL TO THE DIGITAL PROPERTIES AND THE SERVICES OF ANY LOST DATA. WE WILL NOT BE LIABLE FOR ANY LOSS OR DAMAGE CAUSED BY A DISTRIBUTED DENIAL-OF-SERVICE ATTACK, VIRUSES OR OTHER TECHNOLOGICALLY HARMFUL MATERIAL THAT MAY INFECT YOUR COMPUTER EQUIPMENT, COMPUTER PROGRAMS, DATA OR OTHER PROPRIETARY MATERIAL DUE TO YOUR USE OF THE DIGITAL PROPERTIES OR ANY SERVICES OR DUE TO YOUR DOWNLOADING OF ANY MATERIAL POSTED ON IT, OR ANY WEBSITE LINKED TO IT.

YOU ACKNOWLEDGE AND AGREE THAT NONE OF RANGE, ITS AFFILIATES, SUBSIDIARIES, OR ITS OR THEIR OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, LICENSORS, OR SERVICE PROVIDERS (COLLECTIVELY THE “RANGE PARTIES”) ARE LIABLE, AND YOU AGREE NOT TO SEEK TO HOLD RANGE PARTIES LIABLE, FOR THE CONDUCT OF THIRD PARTIES, INCLUDING OPERATORS OF EXTERNAL WEBSITES AND OTHER USERS OF THE DIGITAL PROPERTIES AND THE SERVICES, AND THAT THE RISK OF INJURY FROM SUCH THIRD PARTIES RESTS ENTIRELY WITH YOU. AS A PART OF THE SERVICES, YOU MAY HAVE ACCESS TO MATERIALS THAT ARE HOSTED BY ANOTHER PARTY. YOU AGREE THAT IT IS IMPOSSIBLE FOR RANGE TO MONITOR SUCH MATERIALS AND THAT YOU ACCESS THESE MATERIALS AT YOUR OWN RISK.

TO THE EXTENT THAT ANY RANGE PARTY MAY NOT AS A MATTER OF APPLICABLE LAW DISCLAIM ANY IMPLIED WARRANTY, THE SCOPE AND DURATION OF SUCH WARRANTY WILL BE THE MINIMUM PERMITTED UNDER SUCH LAW.

15. LIMITATION OF LIABILITY

EXCEPT IN CONNECTION WITH YOUR ADVISORY AGREEMENT, IN CONNECTION WITH ANY WARRANTY, CONTRACT, OR COMMON LAW TORT CLAIMS: (I) NONE OF THE RANGE PARTIES SHALL BE LIABLE FOR ANY INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, PUNITIVE, OR EXEMPLARY DAMAGES, INCLUDING WITHOUT LIMITATION, LOST PROFITS, LOSS OF REVENUE, LOSS OF GOODWILL, LOSS OF DATA, LOSS OF BUSINESS OR ANTICIPATED SAVINGS, PERSONAL INJURY, PAIN AND SUFFERING, OR EMOTIONAL DISTRESS, OR DAMAGES RESULTING FROM BUSINESS INTERRUPTION RESULTING FROM THIS AGREEMENT, WHETHER UNDER A THEORY OF BREACH OF CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY, MALPRACTICE, ANY OTHER LEGAL OR EQUITABLE THEORY OR OTHERWISE, EVEN IF SUCH RANGE PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES; AND (II) THE RANGE PARTIES’ TOTAL AGGREGATE LIABILITY FOR ANY DIRECT DAMAGES ARISING UNDER THIS AGREEMENT SHALL NOT EXCEED THE GREATER OF (A) THE SUBSCRIPTION FEES YOU HAVE PAID US IN CONNECTION WITH YOUR USE OF THE SERVICES DURING THE TWELVE (12) MONTHS IMMEDIATELY PRECEDING THE DATE THAT GAVE RISE TO THE CLAIM OR (B) ONE HUNDRED DOLLARS ($100). THE EXISTENCE OF MULTIPLE CLAIMS OR SUITS UNDER OR RELATED TO THIS AGREEMENT WILL NOT ENLARGE OR EXTEND THE LIMITATION OF MONETARY DAMAGES.

THE DIGITAL PROPERTIES AND THE SERVICES MAY CONTAIN TECHNICAL INACCURACIES OR TYPOGRAPHICAL ERRORS OR OMISSIONS. UNLESS REQUIRED BY APPLICABLE LAWS, WE ARE NOT RESPONSIBLE FOR ANY SUCH TYPOGRAPHICAL OR TECHNICAL ERRORS LISTED ON THE DIGITAL PROPERTIES AND THE SERVICES. WE RESERVE THE RIGHT TO MAKE CHANGES, CORRECTIONS, AND/OR IMPROVEMENTS TO THE DIGITAL PROPERTIES AND THE SERVICES AT ANY TIME WITHOUT NOTICE.

RANGE ASSUMES NO RESPONSIBILITY FOR THE TIMELINESS, DELETION, MIS-DELIVERY OR FAILURE TO STORE ANY CONTENT, USER COMMUNICATIONS OR PERSONALIZATION SETTINGS.

CERTAIN JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF CERTAIN DAMAGES. IF THESE LAWS APPLY TO YOU, SOME OR ALL OF THE ABOVE EXCLUSIONS OR LIMITATIONS MAY NOT APPLY TO YOU, AND YOU MIGHT HAVE ADDITIONAL RIGHTS.

THE LIMITATIONS OF DAMAGES SET FORTH ABOVE ARE FUNDAMENTAL ELEMENTS OF THE BASIS OF THE BARGAIN BETWEEN RANGE AND YOU.

EXCEPT FOR CLAIMS GOVERNED BY THE ADVISORY AGREEMENT OR THE CUSTOMER AGREEMENT, ANY CAUSE OF ACTION OR CLAIM YOU MAY HAVE ARISING OUT OF OR RELATING TO THIS AGREEMENT, THE DIGITAL PROPERTIES, OR THE SERVICES MUST BE COMMENCED WITHIN ONE (1) YEAR AFTER THE CAUSE OF ACTION ACCRUES. OTHERWISE, SUCH CAUSE OF ACTION OR CLAIM IS PERMANENTLY BARRED. THIS PROVISION SHALL BE DEEMED TO CONSTITUTE A SEPARATE WRITTEN LEGALLY BINDING AGREEMENT BY AND BETWEEN YOU AND RANGE.

16. TERMINATION

You understand that the Digital Properties and the Services are made available subject to this Agreement to you and that we may modify, suspend or terminate all or a portion of the Digital Properties and the Services at any time in our discretion, except that advisory services provided by Range Advisory are subject to the termination provisions of the Advisory Agreement.

We reserve the right, in our sole discretion, to revoke, terminate or suspend any privileges associated with accessing the Digital Properties and the Services for any reason or for no reason whatsoever, including improper use of the Services or failure to comply with these Terms of Service, and to take any other action, including without limitation denial of a registration, as we deem appropriate. You agree that Range shall not be liable to you or any third party for any termination of your access to the Digital Properties and the Services. Account termination may result in the forfeiture and destruction of all information associated with your Member Account.

If you wish to terminate your Member Account, you may do so by contacting Range’s customer service at support@range.com. Upon termination of this Agreement and/or your Member Account, you shall destroy and remove from all computers, and other storage media all copies of Content, that you acquired through the Digital Properties and the Services and cease using the Digital Properties and the Services immediately. Any fees paid to Range are non-refundable, unless otherwise specified and you shall remain obligated to pay all outstanding charges, if any, relating to your use of the Digital Properties and the Services incurred prior to such termination.

All provisions of the Agreement which by their nature should survive, shall survive termination of Services, including without limitation, Sections 4 (Intellectual Property), 8 (Non-Disclosure and Confidentiality), 9 (Feedback), 11 (Indemnification), 14 (Disclaimer of Warranty), 15 (Limitation of Liability), 17 (Governing Law and Jurisdiction), 21 (Binding Arbitration), 22 (Class Action Waiver), 23 (Equitable Relief), and 25 (Miscellaneous), as well as any accrued payment obligations.

17. GOVERNING LAW AND JURISDICTION

This Agreement shall be governed by the laws of the Commonwealth of Virginia without regard to its rules on conflicts or choice of law that would require or permit the application of the laws of any other jurisdiction. Subject to Section 21, BY AGREEING TO THESE TERMS OF SERVICE AND USING THE DIGITAL PROPERTIES AND/OR THE SERVICES, YOU AGREE TO SUBMIT TO PERSONAL JURISDICTION IN THE COMMONWEALTH OF VIRGINIA FOR ALL PURPOSES AND YOU AGREE TO WAIVE, TO MAXIMUM EXTENT PERMITTED BY LAW, ANY RIGHT TO A TRIAL BY JURY FOR ANY MATTER. The United Nations Convention on Contracts for the International Sale of Goods does not apply to this Agreement. You understand that you may consult with counsel about agreeing to this Agreement, and you agree that by using the Digital Properties and/or the Services, you are voluntarily accepting the Agreement.

18. INTERNATIONAL USE

Due to the global nature of the Internet, the Digital Properties and the Services may be accessed by users in countries other than the United States. We make no warranties that the Digital Properties, the Services or Content are appropriate or available for use in such locations. If it is illegal or prohibited in your country of origin to access or use the Digital Properties and/or the Services, then you should not do so. Those who choose to access the Digital Properties and/or the Services outside the United States do so on their own initiative and are responsible for compliance with all local laws and regulations. The Digital Properties and the Services may be subject to U.S. export control laws and may be subject to export or import regulations in other countries. You agree not to export, reexport, or transfer, directly or indirectly, any Range information, data, or materials provided by Range in violation of the United States export laws or regulations.

19. CONSENT TO ELECTRONIC DELIVERY OF DOCUMENTS; ELECTRONIC DELIVERY SYSTEM

By agreeing to electronic delivery, you give your informed consent to receive electronically Range’s terms and conditions, agreements, transaction documents, notices, disclosures, statements, regulatory communications, including privacy notices, tax-related documents, and any other information, documents, data, and records regarding your Member Account(s) and the Services, including amendments to this Agreement, collectively, “Account Documents,” other than those you have specifically requested to be delivered in paper form.

Range may send Account Documents to you at the mailing address associated with your Member Account(s), the email address you provided during Member Account registration, or any other address that you provide to Range in writing or by email at least ten calendar days before delivery. All communications sent or posted by or on behalf of Range, whether in writing or otherwise, will be deemed delivered to you personally when sent or posted, whether or not you actually receive them.

You agree that if Range sends an email to the email address on record for your Member Account(s), that email constitutes written notice from Range to you, and the date of receipt will be deemed to be the date of transmission. You understand that it is your sole responsibility to ensure that emails from Range are not marked as spam.

You acknowledge that Range’s primary methods of communicating with you include: (A) posting information through the Range website; (B) sending emails to your email address of record; and (C) providing notices that direct you to the Range website, where you can read and print such information. Unless otherwise required by law, Range reserves the right to post Account Documents on the Range website without providing additional notice to you.

Regardless of whether you receive an email notification, you agree to check the Range website regularly to avoid missing any information, including time-sensitive or otherwise important communications.

You acknowledge that the Internet is not a secure network and agree that you will not send any confidential information, including account numbers or passwords, in any unencrypted emails. You also understand that communications transmitted over the Internet may be accessed by unauthorized or unintended third parties, and you agree to hold Range, its affiliates, and Range’s and its affiliates’ respective officers and employees harmless for any such access, except to the extent caused by Range’s failure to maintain reasonable safeguards.

You agree to promptly and carefully review all Account Documents when they are delivered and to notify Range in writing if you object to any information provided. Account Documents relating to a brokerage account with Range Investing are subject to the review and objection periods in the Customer Agreement, and Account Documents relating to advisory services are governed by the Advisory Agreement.

Potential costs associated with electronic delivery of Account Documents may include charges from Internet access providers and telephone companies, and you agree to bear those costs. Range and its affiliates will not charge you additional online access fees for receiving electronic delivery of Account Documents.

Subject to these Terms of Service, you may revoke or restrict your consent to electronic delivery of Account Documents at any time by notifying Range in writing of your intention to do so. You also have the right to request paper delivery of any Account Document that applicable law requires Range to provide to you in paper form.

You understand that if you revoke or restrict your consent to electronic delivery of Account Documents or request paper delivery of Account Documents, Range, in its sole discretion, may charge you a reasonable service fee for the delivery of any Account Document that would otherwise be delivered electronically, restrict or close your Member Account, or terminate your access to the Services.

You understand that your revocation or restriction of consent, your request for paper delivery, or Range’s delivery of paper copies of Account Documents will not affect the legal effectiveness or validity of any electronic communication provided while your consent was in effect.

Your consent to receive electronic delivery of Account Documents will be effective immediately and will remain in effect unless and until either you or Range revokes it. You understand that it may take up to three business days to process a revocation of consent to electronic delivery, and that you may receive electronic notifications until your revocation has been processed.

You understand that, in order to receive and download electronic deliveries, you must have access to the Internet, a valid email address, and the ability to download any applications that Range may specify and to which you have access. You agree that you can download, save, or print any Account Documents you receive through electronic delivery for your records. You agree to maintain a valid email address and continue to have access to the Internet.

20. NOTICE

Where Range requires that you provide an e-mail or physical address, you are responsible for providing Range with your most current e-mail or physical address. In the event that the last e-mail address you provided to Range is not valid, or for any reason is not capable of delivering to you any notices required/ permitted by this Agreement, Range’s dispatch of the e-mail containing such notice will nonetheless constitute effective notice. You may give notice to Range at the following address: legal@range.com. Such notice shall be deemed given when received by Range.

21. BINDING ARBITRATION

In the event of a dispute arising under or relating to this Agreement, the Digital Properties, the Services, or the Content (each, a “Dispute”), such dispute will be finally and exclusively resolved by binding arbitration governed by the Federal Arbitration Act (“FAA”). NEITHER PARTY SHALL HAVE THE RIGHT TO LITIGATE SUCH CLAIM IN COURT OR TO HAVE A JURY TRIAL, EXCEPT EITHER PARTY MAY BRING ITS CLAIM IN ITS LOCAL SMALL CLAIMS COURT, IF PERMITTED BY THAT SMALL CLAIMS COURT’S RULES AND IF WITHIN SUCH COURT’S JURISDICTION. ARBITRATION IS DIFFERENT FROM COURT, AND DISCOVERY AND APPEAL RIGHTS MAY ALSO BE LIMITED IN ARBITRATION. All disputes will be resolved before a neutral arbitrator selected jointly by the parties, whose decision will be final, except for a limited right of appeal under the FAA. The arbitration shall be commenced and conducted by JAMS pursuant to its then current Comprehensive Arbitration Rules and Procedures and in accordance with the Expedited Procedures in those rules, or, where appropriate, pursuant to JAMS’ Streamlined Arbitration Rules and Procedures. All applicable JAMS’ rules and procedures are available at the JAMS website www.jamsadr.com. Except as otherwise provided in the Advisory Agreement, each party will be responsible for paying any JAMS filing, administrative, and arbitrator fees in accordance with JAMS rules. Disputes arising out of brokerage services provided by Range Investing are governed by the arbitration provision of the Customer Agreement, and nothing in this Agreement limits any right you have to arbitrate before FINRA. Judgment on the arbitrator’s award may be entered in any court having jurisdiction. This clause shall not preclude parties from seeking provisional remedies in aid of arbitration from a court of appropriate jurisdiction. The arbitration may be conducted in person, through the submission of documents, by phone, or online. If conducted in person, the arbitration shall take place in the United States county where you reside. The parties may litigate in court to compel arbitration, to stay a proceeding pending arbitration, or to confirm, modify, vacate, or enter judgment on the award entered by the arbitrator. The parties shall cooperate in good faith in the voluntary and informal exchange of all non-privileged documents and other information (including electronically stored information) relevant to the Dispute immediately after commencement of the arbitration. As set forth in Section 23 below, nothing in these Terms of Service will prevent us from seeking injunctive relief in any court of competent jurisdiction as necessary to protect our proprietary interests.

22. CLASS ACTION WAIVER

You agree that any arbitration or proceeding shall be limited to the Dispute between us and you individually. To the full extent permitted by law, (i) no arbitration or proceeding shall be joined with any other; (ii) there is no right or authority for any Dispute to be arbitrated or resolved on a class action-basis or to utilize class action procedures; and (iii) there is no right or authority for any Dispute to be brought in a purported representative capacity on behalf of the general public or any other persons. YOU AGREE THAT YOU MAY BRING CLAIMS AGAINST US ONLY IN YOUR INDIVIDUAL CAPACITY AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS OR REPRESENTATIVE PROCEEDING.

23. EQUITABLE RELIEF

You acknowledge and agree that in the event of a breach or threatened violation of our intellectual property rights and confidential and proprietary information by you, we will suffer irreparable harm and will therefore be entitled to injunctive relief to enforce these Terms of Service. We may, without waiving any other remedies under these Terms of Service, seek from any court having jurisdiction any interim, equitable, provisional, or injunctive relief that is necessary to protect our rights and property pending the outcome of the arbitration referenced above.

24. QUESTIONS, COMPLAINTS, CLAIMS

If you have any questions, complaints or claims with respect to the Digital Properties and/or the Services, please contact us at legal@range.com. We will do our best to address your concerns. If you feel that your concerns have been addressed incompletely, we invite you to let us know for further investigation.

25. MISCELLANEOUS

This Agreement and any applicable Additional Terms constitute the complete agreement between you and Range for your use and the provision of the Digital Properties, the Services and the subject matter hereof, and no representations, statements or inducements, oral or written, not contained in this Agreement shall bind either you or Range. Any of the terms of this Agreement which are determined to be invalid, unlawful, void, or for any reason unenforceable shall be ineffective to the extent of such invalidity or unenforceability, without rendering invalid or unenforceable any of the remaining terms of this Agreement or affecting the validity or enforceability of this Agreement as a whole. You and Range intend that the provisions of this Agreement be enforced to the fullest extent permitted by applicable law; accordingly, if any provision is deemed unenforceable, where possible, it will be modified to the extent necessary to make it enforceable. Failure to insist on performance of any of the terms of this Agreement will not operate as a waiver of any subsequent default. No waiver by Range of any right under this Agreement will be deemed to be either a waiver of any other right or provision or a waiver of that same right or provision at any other time. A waiver will only be binding on Range if it is in a written document signed by Range. You may not assign, transfer or delegate your rights or obligations hereunder, in whole or in part without Range’s prior written consent, and any attempted assignment, transfer or delegation in violation of the foregoing will be null and void. Range may assign this Agreement, in whole or in part, at any time with or without notice to you. Assignment of the Advisory Agreement is governed by the Advisory Agreement. This Agreement shall be binding upon and inure to the benefit of each of the parties and the parties’ respective successors and permitted assigns. The communications between you and Range may take place via electronic means, whether you visit the Digital Properties, the Services or send Range e-mails, or whether Range posts notices on the Digital Properties, or the Services or communicates with you via e-mail. For contractual purposes, you (a) consent to receive communications from Range in an electronic form; and (b) agree that all terms and conditions, agreements, notices, disclosures, and other communications that Range provides to you electronically satisfy any legal requirement that such communications would satisfy if it were to be in writing. The foregoing does not affect your statutory rights, including but not limited to the Electronic Signatures in Global and National Commerce Act at 15 U.S.C. §7001 et seq. (“E-Sign”). Range shall not be liable for any delay or failure to perform resulting from causes outside its reasonable control, including, but not limited to, acts of God, pandemics, war, terrorism, riots, embargos, acts of civil or military authorities, fire, floods, accidents, cyberattacks, strikes or shortages of transportation facilities, fuel, energy, labor or materials. Neither this Agreement nor the Digital Properties create a partnership, joint venture, employment, or other agency relationship between you and Range, except that Range Advisory acts as your agent and limited attorney-in-fact for any Managed Account (as defined in the Advisory Agreement) as provided in the Advisory Agreement. You may not enter into any contract on our behalf or bind us in any way.

We reserve the right to change this Agreement at any time upon notice. We may give notice by posting the updated Agreement on the Digital Properties, by providing notice to the contact information you have provided to us, or by any other reasonable means. You can review the most current version of this Agreement at any time on our Digital Properties. The version of the Agreement in effect at the time of your use of the Services applies. The updated Agreement is binding on you with respect to your use of the Services on or after the date indicated in the updated Agreement. If you do not agree to the updated Agreement, you must stop using the Digital Properties and the Services. Your continued use of the Digital Properties and the Services after the date of the updated Agreement will constitute your acceptance of the updated Agreement.

Range

440 Monticello Ave Ste 1802 PMB 32321
Norfolk, Virginia 23510−2670

703−261−4126

legal@range.com