FORMS

CEERA Investments, LLC

• Investment Advisory Agreement (v 2021.05)
• Client Information Sheet (v 2016.04)

CEERA Investments, LLC Forms Disclosures

• Completion of Forms-Disclosures and Permissions (v 2011.02)

Charles Schwab & Co., Inc Instructions

• Check Deposit:

1. 1. Make it payable to “Charles Schwab & Co., Inc.”
   2. Write “FBO- Account Number and Account Name” in the Memo Section
   3. Keep a copy of the check for your records
   4. Mail it to:

• • • Regular: Charles Schwab & Co., Inc., P.O. Box 982603, El Paso, TX 79998. OR
    • Express: Charles Schwab & Co., Inc., 1945 Northwestern Drive, El Paso, TX 79912. OR
    • Ceera Investments, LLC, 4911 Wedgewood Dr., Bellaire, Texas 77401.