This presentation is a representative display of ongoing analysis internally performed by Coldstream investment and research team members to be used as guidance for client portfolio investing. This material is not an offer or solicitation with respect to the purchase or sale of any security, nor does it constitute investment advice or tax advice, and it is not intended as an endorsement of any specific investment or investment strategy. The particular investments and strategies displayed may not be appropriate for your specific situation, risk tolerance, and financial goals. Additionally, any performance numbers displayed are for presentation purposes only, and should not be construed as a guarantee of performance for your investments. Actual performance results could differ depending upon the size of a portfolio, investment objectives and restrictions, current economic environment, and other factors. You should consult with a Coldstream representative for specific advice.