Investors who join on October 10, 2026 receive the longest
benefit period. Because October 10, 11, and 12 fall
on a weekend and a market holiday, their effective first
trading day is Tuesday, October 13, giving them the full 56
trading days of enhanced ROI through December 31, 2026.
Investors whose wire is received at Schwab by 7:00 PM
on Friday, October 16, 2026 receive the shortest benefit period,
totaling 50 trading days of enhanced ROI.
Daily ROI Breakdown (Example)
Investment Amount: $100,000
Current Daily ROI: $167.00
Q4 Inflation Offset Bonus (One-Time Only): $166.67
Total Daily ROI During Bonus Period: $333.67
Promotion Effective Dates
Start Date: October 10, 2026
End Date: October 16, 2026
Final Hour: Promotion closes at 7:00 PM Eastern Time,
based on completion of wire submission to Charles Schwab.
This deposit is available for withdrawal at any time, removing any risk of asset holding.
This procedure adheres fully to the existing Fund contract feature of freedom of
deposit withdrawal at any time.
Thanks!