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Ivy & Co. is independent of and not affiliated with Schwab. Custody and brokerage services may be provided by Schwab. Ivy & Co. does not provide tax or legal advice. Clients should consult their tax professional or attorney for advice specific to their situation. Ivy & Co. is a Registered Investment Advisor. Registration does not imply a certain level of skill or training. IvyOS™, Ivy Read™, and the Ivy blue stack logo™ are trademarks of Ivy Capital LLC.