traxwealth@lpl.com

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2221 Camino Del Rio South,

Suite 307

San Diego, CA 92108

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Q2 2026 Plan Sponsor Newsletter

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Suite 307

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traxwealth@lpl.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2026 FMG Suite.

Thomas Trax is a registered representative with, and securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. LPL Financial and Trax Wealth Management are separate entities.
Thomas Trax | CA | 2221 Camino Del Rio South Suite 307 San Diego CA 92108 | CA Insurance Lic #0829479
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Award Based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013-2015, 2017-2026 Five Star Wealth Mangers. Five Star Professional 2026 Disclosures

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting more than 28,000 financial advisors, including advisors at approximately 1,000 institution-based investment programs and at approximately 500 registered investment advisor ("RIA") firms nationwide We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2023); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.

AZ, CA, CO, DE, FL, GA, HI, ID, IL, KY, LA, MO, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI

IAR: CA, TX