Forward-Looking Statements Announcing Schwab's Acquisition of Forge Global November 6, 2025 Further Democratizing Public & Private Markets for Investors This presentation contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, specifically relating to timing, completion and funding of the acquisition; investor interest in private markets; plans for expansion of private market capabilities and access; compet ...