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Sources: • FBI Internet Crime Complaint Center (IC3) - 2023 Elder Fraud Report: https://www.ic3.gov/Media/PDF/AnnualReport/2023_IC3ElderFraudReport.pdf • USA Today Article on PayPal Phishing Scam: https://www.usatoday.com/story/news/nation/2025/07/01/paypal-phishing-scam-florida-couple/84415075007/ • Federal Trade Commission (FTC) on How to Recognize and Avoid Phishing Scams: https://www.ftc.gov/how-to-spot-recogn-and-avoid-phishing-scams • FTC on Tech Support Scams: https://consumer.ftc.gov/articles/how-spot-avoid-and-report-tech-support-scams • Explanation of Sequence of Returns Risk (Investopedia): https://www.investopedia.com/terms/s/sequence-risk.asp • CNBC Article on Nicolas Cage's Financial History: https://www.cnbc.com/2018/01/19/how- nicholas-cage-once-blew-his-entire-150-million-fortune.html • SEC on Avoiding Investment Fraud (including Ponzi Schemes): https://www.investor.gov/protect-your-investments/fraud/types-fraud/ponzi-scheme • Video Clip: News Report on AI Voice Cloning Scams: https://youtu.be/pJZYd_65xs4? si=nZ8l2vZ6JQvdAHIx • Video Clip: Example of a Tech Support Scam: https://youtu.be/ltI7DXrNQCA? si=H_KQySbtfbcW2lCk _______________________________________________________________________ Investment advisory services offered through Modern Wealth Management, LLC, a investment adviser registered.

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