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Fidelity Investments ("Fidelity") an independent company unaffiliated with Headwater Investment Consulting ("Headwater"). Fidelity is a service provider to Headwater. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC 1009833.1.0
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