Company: WLTH
Filing Date: 2025-06-18
Form Type: DRS
Source: 0001628279-25-000372
Chunk: 174

Company: WEALTHFRONT CORP
Filing Date: 2025-06-18
Form: DRS
Chunk 174
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 Wealthfront will reimburse two domestic fees per month (up to $7.50 each), early paycheck access of up to two days early by enabling direct deposit, and free wire transfers to title and escrow companies and clients’ personal accounts at other institutions.

We also offer some automated features that make it easier to save and invest including automated savings plans and recurring transfers, cash categories for easy budgeting and customizable saving goals and the ability for couples to track combined net worth and set shared goals with customized categories.

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#### Investment Advisory
Our investment advisory products are premised on the belief that it is extremely difficult to outperform the market. Therefore, we advocate a passive approach to long-term investing. We aim to excel at the three things clients can control to achieve a superior long-term, after-tax return: fees, taxes, and diversification.

Our state-of-the-art infrastructure lowers our cost to serve, enabling us to charge lower fees relative to legacy competitors while also continuing to innovate with new financial solutions for our clients. For many of our investment products, we offer tax-loss harvesting which offers a tax benefit that pays for our advisory fee more than six times over as of May 2025. In fact, more than 96% of clients who used tax-loss harvesting received more in tax benefit than they paid in fees. We believe our current suite of investment products allows clients, whether delegators or do-it-yourselfers, to meet their goals with confidence.

#### Automated Bond Ladder
: Our Automated Bond Ladder focuses on preserving our clients’ capital while earning more after-tax interest than our cash account for clients who live in states with a high income tax by directly investing in Treasuries. This simple, low-risk product is optimized to be tax efficient and lock in our clients’ preferred yields for specified time periods, ranging from three months to six years. Automation enables our clients to choose to reinvest interest and principal, withdraw interest and principal, or reinvest interest and principal until a particular target date. We charge a low annual advisory fee of 0.15%, which is waived for the first three months. Wealthfront’s bond ladders are highly liquid, enabling clients to add, reinvest, or withdraw funds for no additional fees. A minimum investment of $500 is required.

#### Automated Bond Portfolio
: We offer an automated portfolio that contains a mix of four types of bond ETFs for clients that want to maximize the pre-tax return they can earn from bonds. The ETFs include a