Can I buy fractional shares of a stock in my bundle? How does it work?

Yes, fractional shares may be purchased when investing in Stock Bundles. This feature allows you to invest specific dollar amounts or gain exposure to higher-priced stocks without needing to buy whole shares, enabling equal weighting of stocks within a bundle regardless of their individual prices. You can adjust the weighting of individual stocks through fractional share ownership.

Fractional shares within bundles are purchased via market orders, which will experience price variations as the market moves throughout the day. Orders are marked as "Not Held," giving the Firm discretion on time and price execution. Whole share components are typically executed on an agency basis, while fractional components are executed on a principal basis. Mixed capacity execution applies for orders with both whole and fractional shares.

However, there are some limitations to be aware of:

• Fractional shares may not be transferable
• They can't be certificated
• You might need to liquidate fractional shares before transferring
• Fractional Trading may not be available under certain market conditions

While fractional shares make investing more accessible, they don't change the fundamental risks of stock market investing. Always consider your investment goals and risk tolerance when making investment decisions.

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