National Financial – NewEdge Securities, Inc. FDIC Insured Cash Sweep

Multiple List Program

Effective: March 19, 2026

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	Eligible Accounts registered to NATURAL PERSONS (including retirement, trust, and profit-sharing plans where a natural person is the beneficiary)			Eligible Accounts registered to CORPORATIONS, PARTNERSHIPS, and OTHER ENTITIES
	Retail Accounts: CA, CO, FL, IL, NJ, WV	Retail Accounts: OH, PA	Retail Accounts: All Other States and Protectorates	Corporate Accounts: OH, PA	Corporate Accounts: All Other States and Protectorates	Level Fee Accounts: All States
Position/List	List 1	List 2	List 3	List 4	List 5	List 6
1	Wells Fargo Bank, National Association	Wells Fargo Bank, National Association	Bank of Baroda	JPMorgan Chase Bank, National Association	PNC Bank, National Association	State Street Bank and Trust Company
2	JPMorgan Chase Bank, National Association	The Huntington National Bank	American Express National Bank	Capital One, National Association	State Street Bank and Trust Company	Bank of Baroda
3	State Street Bank and Trust Company	Tristate Capital Bank	Deutsche Bank Trust Company Americas	State Street Bank and Trust Company	Tristate Capital Bank	Capital One, National Association
4	Manufacturers and Traders Trust Company	Barclays Bank Delaware	UBS Bank USA	BMO Bank National Association	Capital One, National Association	American Express National Bank
5	American Express National Bank	American Express National Bank	The Huntington National Bank	Barclays Bank Delaware	Bank of Baroda	Deutsche Bank Trust Company Americas
6	Deutsche Bank Trust Company Americas	Deutsche Bank Trust Company Americas	Tristate Capital Bank	U.S. Bank National Association	BMO Bank National Association	UBS Bank USA
7	The Huntington National Bank	UBS Bank USA	BMO Bank National Association	Deutsche Bank Trust Company Americas	U.S. Bank National Association	Barclays Bank Delaware
8	Tristate Capital Bank	Manufacturers and Traders Trust Company	Manufacturers and Traders Trust Company	Wells Fargo Bank, National Association	Deutsche Bank Trust Company Americas	JPMorgan Chase Bank, National Association
9	UBS Bank USA	BMO Bank National Association	Barclays Bank Delaware	Tristate Capital Bank	Barclays Bank Delaware	BMO Bank National Association
10	Bank of Baroda	JPMorgan Chase Bank, National Association	Wells Fargo Bank, National Association	PNC Bank, National Association	Wells Fargo Bank, National Association	Manufacturers and Traders Trust Company
11	BMO Bank National Association	Bank of Baroda	State Street Bank and Trust Company	Citibank, National Association	JPMorgan Chase Bank, National Association	PNC Bank, National Association
12	Barclays Bank Delaware	Capital One, National Association	Capital One, National Association	Bank of Baroda	Citibank, National Association	Wells Fargo Bank, National Association
13	Capital One, National Association	State Street Bank and Trust Company	U.S. Bank National Association			U.S. Bank National Association
14	U.S. Bank National Association	U.S. Bank National Association	JPMorgan Chase Bank, National Association			Citibank, National Association
15	Citibank, National Association	Citibank, National Association	Citibank, National Association
Excess Banks
1	U.S. Bank National Association	U.S. Bank National Association	U.S. Bank National Association	PNC Bank, National Association	PNC Bank, National Association	Citibank, National Association
2	Citibank, National Association	Citibank, National Association	Citibank, National Association	Citibank, National Association	Citibank, National Association	U.S. Bank National Association