Disclosures & Sources

• SIPC Protection
  Interest rate is variable and typically only applicable on professional accounts with Net Asset Value above USD100,000. See the link for further details.
• *Source: Data from 2004 to 2023 using the following indices, MSCI World for Equities, Bloomberg World USD Hedged for Bonds, Cambridge Asc. PE Index for Private Equity, Cambridge Asc. US VC Index for Venture Capital, Cliffwater Direct Lending Index for Private Credit, EurekaHedge Hedge Fund Index for Hedge Funds, Cambridge Asc. Real Estate Index for Real Estate. Modeled portfolio assumes yearly rebalancing, and no fees. Past performance is not indicative of future performance, actual performance may vary materially.
• Available currencies vary by Interactive Brokers affiliate. Access will support USD only.
  IBKR Lite provides commission-free trades in US exchange-listed stocks and ETFs.
  For complete information, see ibkr.com/commissions‍
  For complete information, see IBKR margin rate comparison.
  Rates are subject to change. Restrictions apply. For additional information, see IBKR interest rates. Credit interest rate as of July 3, 2024.
  Interactive Brokers Group and its affiliates. For additional information view Investors Relations - Earnings Release section.