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It's been a little over a year since we launched S&P 500 Direct, our first standalone direct indexing product. Since then, we’ve been able to help deliver tax savings while closely tracking the popular S&P 500® index. Dive into how this product performed in its first year on our blog, link in bio. — Investment management and advisory services are provided by Wealthfront Advisers LLC ("Wealthfront Advisers"), an SEC-registered investment adviser. Nothing in this communication should be construed as investment or tax advice. Investing involves risk, including loss of principal. Past performance is not a guarantee of future results. The S&P 500® index is a product of S&P Dow Jones Indices LLC (“SPDJI”) and has been licensed for use by Wealthfront Advisers. Standard & Poor’s®, S&P®, S&P 500®, US 500 and The 500 are trademarks of Standard & Poor’s Financial Services LLC and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by Wealthfront Advisers. Wealthfront’s S&P 500 Direct Portfolio is not sponsored, endorsed, sold or promoted by SPDJI or its affiliates and none of such parties make any representation regarding the advisability of investing in such product nor do they have any liability for any errors, omissions, or interruptions of the S&P 500®. Indices are not available for direct investment and their performance does not reflect the expenses associated with managing an actual portfolio. Tax-Loss Harvesting benefits depend on your tax and investment profile. New securities may perform better or worse than those sold, and tracking errors could cause slight divergence from benchmarks. Unintended tax effects may occur. Wealthfront does not provide tax advice. Consult a tax professional. © 2026 Wealthfront Corporation.