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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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The following disclosure applies generally to all communications and materials issued by Sparrow Advisors, LLC, including but not limited to marketing materials, websites, reports, emails, planning documents, pledge materials, and client-facing interfaces. Certain provisions may be more applicable to specific contexts or types of communications. Sparrow Advisors, LLC is a Registered Investment Advisor and a licensed insurance agency headquartered in the State of Texas. The information provided herein may be compiled from several sources, including third-party sources, and is intended solely for educational and informational purposes. Nothing contained herein should be construed as an offer, solicitation, or recommendation to buy or sell any security, insurance product, or to engage in any particular investment or insurance strategy. Advisory services are provided only by investment advisor representatives of Sparrow Advisors, LLC in conjunction with the firm’s advisory services agreement and applicable disclosure brochures, as provided to clients. Insurance products and services, when offered, are provided in a separate capacity from the firm’s investment advisory services and are not advisory services unless expressly stated otherwise. The information contained in these materials may be based in part on information provided directly by clients, information aggregated from third-party sources including custodians and external financial providers, and other data prepared or supplied by third parties. Sparrow Advisors, LLC has not independently verified the accuracy or completeness of such information and makes no representations as to its accuracy or completeness. Errors, omissions, delays, or inconsistencies may exist. Any forward-looking statements, projections, estimates, or hypothetical scenarios are inherently uncertain and are included solely for illustrative and decision-support purposes. The future cannot be predicted with certainty, and actual results may differ materially from any projections or estimates. The degree of uncertainty generally increases with the length of the time horizon considered. Past performance is not a guarantee of future results, and all investments involve risk, including the possible loss of principal. Sparrow Advisors, LLC does not provide legal or tax advice. Nothing contained in these materials should be interpreted as legal, tax, accounting, or other professional advice outside the scope of the firm’s advisory or insurance services. Prior to making any investment or insurance decisions or implementing any financial strategy, individuals should consult with qualified financial professionals, attorneys, tax advisors, and other professionals regarding their specific circumstances. Certain materials may reference financial plans, reports, analyses, or similar documents prepared for specific clients. Such materials are prepared for the exclusive use of the intended client(s) and are based on assumptions and information provided by those client(s). If any such materials are shared with third parties, those third parties should not rely on the information for accuracy, completeness, suitability, or any other purpose. Sparrow Advisors, LLC does not provide advice to any third party that is not a direct client of the firm, and any third party must rely on its own independent analysis and professional judgment. This material is published for residents of the United States only. Investment advisor representatives and insurance agents of Sparrow Advisors, LLC may conduct business only with residents of the states and jurisdictions in which they are properly registered, licensed, or otherwise exempt from applicable registration or licensing requirements. Not all products, services, or strategies referenced may be available in all jurisdictions or through all representatives or agents. All communications, including electronic communications, email, voicemail, telephone calls, video conferences, recordings, transcripts, and other digital messaging platforms, may be subject to monitoring, review, retention, archiving, or disclosure in accordance with applicable laws and firm policies. Sparrow Advisors, LLC does not accept time-sensitive or transactional instructions through email, electronic messages of any kind, voicemail, or similar communication methods. This includes, but is not limited to, instructions to buy or sell securities, purchase insurance products, change account allocations, request distributions, or otherwise effect transactions in client accounts or policies. All opinions and views expressed, where applicable, are subject to change without notice and are provided in good faith. When addressed to clients, any opinions or advice contained in communications are subject to the terms and conditions of applicable governing agreements between the client and Sparrow Advisors, LLC. Any communication from Sparrow Advisors, LLC is intended solely for the use of the intended recipient. If you are not the intended recipient, any review, use, disclosure, dissemination, distribution, copying, or storage of such communication is prohibited. If you have received a communication in error, please notify the sender immediately and permanently delete or destroy all copies. Certain materials may reference The Sparrow Pledge or related philanthropic initiatives. By signing The Sparrow Pledge, signers expressly acknowledge and agree, and expressly grant permission, for Sparrow Advisors, LLC to include their estimated impact anonymously in publicly reported cumulative figures related to The Sparrow Pledge. The Sparrow Pledge cumulative impact represents the aggregate of all signers’ estimated impacts, as self-reported at the time of execution, and is calculated using the higher of a signer’s current estimated estate value or projected estate value at death, multiplied by the giving percentage associated with the selected or customized commitment level. If a signer later submits a revised and signed pledge reflecting updated values or a new commitment level, their estimated impact may be adjusted accordingly. All reported data is aggregated, and no personal, client-specific, or identifying information is disclosed unless expressly authorized in writing. 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