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Charles Schwab

XY Planning Network

700 Van Ness Avenue, Suite 003

Fresno, CA 93721

(559) 500-2277

Coffeehouse Capital LLC is an Investment Advisor registered with the State(s) of California. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned.

Please contact us at 559-500-2277 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from CC with the account statements from your Custodian.

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