Date: ||__|

This Investment Agreement (the “Agreement”) is made and entered into by and between:

Tradesmith LLC, a company incorporated under the laws of the United States, located at 1125 N. Charles St, Baltimore, MD (hereinafter referred to as “Tradesmith” or the “Firm”),

AND

Investor (Name), a citizen of (Country of Origin), residing in (State & Country) (hereinafter referred to as the “Investor”).

1. Investment Capital

The Investor agrees to commit an initial capital of either $10,000 or $250,000 for a trial period of six (6) months, as detailed in Section 2 below. Additional investments may be made, subject to this Agreement’s terms and conditions.

2. Investment Period

This Agreement is valid for an initial six-month period, beginning from the date of execution. The Investor may choose to extend the Agreement subject to mutual consent upon completion of the trial period.

3. Return on Investment (ROI)

The target ROI is divided into two quarters:

First Quarter (3 months)

• $10,000 Investment: 28% monthly ROI
• Month 1: $12,800
• Month 2: $16,384
• Month 3: $20,971.52
• $250,000 Investment: 28% monthly ROI
• Month 1: $320,000
• Month 2: $409,600
• Month 3: $524,288

Second Quarter (3 months)

• $10,000 Investment: 56% monthly ROI
• Month 4: $32,716.57
• Month 5: $51,039.85
• Month 6: $79,622.17
• $250,000 Investment: 56% monthly ROI
• Month 4: $818,883.84
• Month 5: $1,277,445.79
• Month 6: $1,984,418.63

4. Expected Return Over 6 Months:

• For $10,000 Investment: The expected growth for an initial investment of $10,000 is $79,622.17. By Month 6, your portfolio will have increased by more than 7 times the initial value.
• For $250,000 Investment: The expected growth for an initial investment of $250,000 is $1,984,418.63. By Month 6, your portfolio will have grown by nearly 8 times the initial value.

5. Performance Fees and Management Fees

The Firm is entitled to a 10% performance fee on profits generated during the investment period, provided the monthly ROI targets are met. A 2% management fee is applicable on the total investment capital, which will be deducted periodically.

Terms and Conditions

• Commencement and Termination: This Agreement shall commence on the date first written above and will remain in effect until terminated by either party with a 30-day written notice.
• Monthly Statements: The Company shall provide the Investor with monthly statements showing the portfolio value and the monthly increase.
• Fees and Charges: The Investor agrees to pay any applicable fees or charges in accordance with the Firm’s fee schedule, which will be outlined separately.
• Performance Metrics: The Company will adhere to strict performance metrics and will compare portfolio performance against relevant market benchmarks to ensure optimal returns.
• Withdrawal of Funds: Investors can withdraw funds by providing three months’ notice. However, withdrawal requests are usually processed faster if necessary.
• Account Funding and Client Limitation: Clients may fund their accounts once a mutual decision is made to proceed. The Company limits the onboarding of larger clients per quarter to ensure capital is deployed in a timely and opportunistic manner. The maximum waiting period is three months.
• Risk Management: Tradesmith shall employ industry-standard risk mitigation strategies, including diversification, asset allocation, and hedging, to ensure capital protection.
• Limitation of Liability: Tradesmith is not liable for losses exceeding the Investor’s initial capital contribution. The Investor acknowledges that all investments carry risk, and past performance is not a guarantee of future returns.
• Confidentiality: Both parties agree to keep the terms of this Agreement confidential. No proprietary information shall be disclosed without prior written consent, except as required by law.
• Governing Law: This Agreement shall be governed by the laws of the State of Maryland, United States.
• Amendments: Any amendments to this Agreement must be in writing and signed by both parties.

IN WITNESS WHEREOF, the undersigned parties have executed this Agreement as of the date set forth above.