1. The standard insurance amount is $250,000 per depositor, per insured bank, for each account ownership category. More information can be found at www.fdic.gov/deposit/deposits/

2. See the AssetMark Trust Company FDIC-Insured Cash Program Disclosure Statement and AssetMark Trust Company Custody Agreement for details and restrictions.

3. Exceptions apply. Accounts that are invested in a strategy over which AssetMark exercises some level of investment management or are Internal Revenue Code Section 403(b)(7) custodial accounts are not eligible to participate in the ICD program.

4. AssetMark Trust, at its discretion, may determine that your account, or a particular strategy held in your account, is ineligible to participate in the Insured Cash Deposit Program.

5. Insured Cash Deposit Program and High Yield Cash collectively provide up to $2.5 million of FDIC insurance.

6. Clients need to have a High Yield Cash account to get the rates indicated. Rates for High Yield Cash are negotiable. The deposit rates and annual percentage yields are variable and may change at any time at our discretion. They are effective as of the date shown above. Interest on the account will be compounded on a monthly basis.

7. This list is subject to change. ICD Program banks may be excluded from receiving program deposits in the event that total assets at a program bank (including assets that are held with the bank outside of AssetMark Trust's Complete Cash Solutions Program) exceed the FDIC insurance limits. It is your obligation to monitor your account(s), your FDIC coverage and your FDIC insurance eligibility. See www.fdic.gov for more details regarding FDIC coverage. For more information on AssetMark Trust's FDIC-Insured Cash Program, please refer to the AssetMark Trust Company FDIC Insured Cash Program Disclosure Statement. If you would like to opt out from certain program banks, please speak to your advisor.