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How We Ac vely Manage a Client's Tax Budget • Build each por olio to fit the needs and tax circumstances • Pursue a strategy of buying fundamentally sound companies and holding them for the long-term (greater than one year) • Focus on realizing long-term capital gains, not short-term, in the client por olio • Seek to avoid selling investments toward the end of a calendar year, and where possible, strive to reduce the tax consequence by also selling investments that have underperformed • Help clients effec vely manage taxes and monitor a er-tax returns by providing them a quarterly report as well as website access to a daily statement of realized capital gains/losses and income/expenses Our Personalized Approach to Tax-Sensitive Portfolio Management City Na onal Rochdale tailors por olios that reflect each client's investment objec ve, risk tolerance, and me horizon while aiming to maximize a er-tax returns. The information presented does not involve the rendering of personalized investment, financial, legal or tax advice. This presentation is not an offer to buy or sell, or a solicitation of any offer to buy or sell any of the securities mentioned herein. The effectiveness of the strategy presented in this document will depend on the unique characteristics of your situation and on a number of com- plex factors. Rules in the areas of law, tax, and accounting are subject to change and open to varying interpretations. You should consult with your other advisors on the tax, accounting, and legal implications based on your particular circumstances. City National Rochdale, LLC is a registered investment advisor and a wholly-owned subsidiary of City National Bank. City National Bank provides investment management services through its sub-advisory relationship with City National Rochdale, LLC. For a personalized tax analysis for your client, please contact your investment consultant. Year-end reassessment Ongoing tax-loss harves ng plan Map out a mul - staged transi on plan Discuss and develop a tax budget Tax analysis on exis ng assets