Important disclosures

This series is for educational and informational purposes only and is intended for financial professionals. It does not constitute investment, legal, or tax advice, nor a recommendation, offer, or solicitation to buy or sell any security or to adopt any investment strategy. Views expressed by speakers are their own as of the date of recording and do not necessarily reflect those of Hashdex. Investing in crypto assets involves a high degree of risk, including significant volatility and the possible loss of the entire investment. Crypto assets are speculative and the regulatory environment continues to evolve. Any allocation percentages mentioned are illustrative only and are not personalized advice; suitability depends on each client's circumstances. Past performance is not indicative of future results. Statements about the future of the crypto industry are forward-looking and may not materialize.

Statements by speakers regarding any Hashdex product reflect their own views and experience and are not representative of other investors' experience; they are not a guarantee of future results.

Carefully consider the investment objectives, risks, charges, and expenses of the Hashdex Nasdaq CME Crypto Index ETF (NCIQ) and/or any other Hashdex product before investing. This and other information are in the prospectus, available here or at EDGAR on the SEC website at www.sec.gov . Alternatively, the issuer will arrange to send you the prospectus if you request it by calling (917) 525-5635. Before making an investment decision, you should carefully consider the risk factors and other information included in the Prospectus.

More information about Hashdex's U.S. products is available at https://hashdex.com/en-US .

Hashdex Nasdaq CME Crypto™ Index ETF — Registration Statement No. 333-280990 NCIQ, which is an ETP, is not a mutual fund or any other type of investment company within the meaning of the Investment Company Act of 1940, as amended, and is not subject to regulation thereunder. Hashdex Asset Management serves as the sponsor for NCIQ. Paralel Distributors LLC serves as the marketing agent, and Coinbase Custody, BitGo Trust and Fidelity Digital Assets Services serve as crypto asset custodians. Nasdaq serves as the index administrator and listing venue. NCIQ's administrator is U.S. Bank Global Fund Services. These entities are all unaffiliated.

Module 5

Crypto and Clients

The final module centers on real‑world client application and advisory conversations. It explores how advisors educate clients on crypto, assess suitability, address common misconceptions, and position digital assets within a long‑term financial plan. The discussion also touches on generational wealth considerations, tax efficiency through registered products, and why many advisors favor professionally managed solutions over direct ownership.

For Institutional Use

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Moderator

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Jillian DelSignore

Head of Retail & Wealth

Nasdaq Global Indexes

Speaker

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Callie Cox

Chief Market Strategist

Ritholtz Wealth Management

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Michael Tanney

CEO

Pereon Wealth

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Mike Durso

Founding Partner

CEO/CIO, Shorehaven Wealth Partners

Question 1 of 10
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Module 5:

Crypto and Your Clients

Question 1 of 10

According to the Compound Insights advisor survey, how has the percentage of advisors recommending crypto changed from March 2022 to 2025?