PREMIER PLUS SERVICE PLAN SUPPLEMENTAL TERMS

Version 1.0 Last Update: February 1, 2019

PREMIER PLUS SERVICE PLAN SUPPLEMENTAL TERMS

From time to time Addepar and Subscriber may enter into order forms or statements of work (each, an "Order") whereby Subscriber elects to enroll in Addepar's Premier Plus Service Plan ("Premier Plus Service Plan"). Each applicable Order adopts and incorporates by reference the terms and conditions of these Supplemental Terms of the Premier Plus Service Plan (these "Supplemental Terms"). The services performed under the Premier Plus Service Plan will be conducted in accordance with, and be subject to, these Supplemental Terms and the Master Terms (as defined in the Order). Capitalized terms used but not defined in these Supplemental Terms will have the meanings ascribed to them in the Master Terms or applicable Order.

Unless otherwise set forth in the applicable Order, the Premier Plus Service Plan shall be coterminous with Subscriber's subscription to the Addepar platform, including any renewals thereof. Subscriber may elect to upgrade to a higher level service plan (if available) at any time during its then-current Term by executing an applicable Order with Addepar, provided, however, no downgrades shall be permitted for Subscriber during the then-current Term. Either party may downgrade from the Premier Plus Service Plan only upon completion of the then-current Term by providing the other party with at least thirty (30) days written notice prior to the end of the then-current Term and subject to agreement in an applicable Order.

The following are the details and terms and conditions of Addepar's Premier Plus Service Plan.

1. Named Support Contacts. A "Named Support Contact" is an individual person employed or working on behalf Subscriber that acts as a designated liaison between Subscriber and Addepar for technical support. Subscriber is entitled to have unlimited Named Support Contacts at a time, to be identified to Addepar in writing. Subscriber must promptly notify Addepar if the responsibilities of a Named Support Contact are being stopped or reassigned to another individual by contacting a Technical Account Manager (as defined below).

Subscriber's Named Support Contacts shall be responsible for: i. overseeing Subscriber's support case activity; ii. developing and deploying troubleshooting processes within Subscriber's organization; iii. resolving password reset, username, and lockout issues for Subscriber; iv. ensuring that Subscriber's users are properly trained and use the Addepar platform as intended; and v. providing technical staff to assist with non-application issues such as network issues

Subscriber shall ensure that Named Support Contacts: i. have completed, at a minimum, the basic Academy training course currently titled `QuickStart' which is included at no additional charge to Subscriber as part of online training; ii. have completed any supplemental training appropriate for the Named Support Contact's specific role or Subscriber's usage of the Addepar platform; iii. are knowledgeable about the Addepar platform or related service in order to help resolve, and to assist Addepar in analyzing and resolving, technical issues; and iv. have a basic understanding of any problem that is the subject of a case, and the ability to reproduce the problem in order to assist Addepar in diagnosing and triaging it.

2. Support. In accordance with the Addepar service level agreement detailed in the Master Terms (the "SLA"), Addepar technical support is available to Subscriber during the hours of 6:00 a.m. to 6:00 p.m. Pacific Standard Time, Monday through Friday, excluding U.S.-based stock exchange holidays. All Error-related issues (as defined in the SLA) will be responded to by Addepar in accordance with response times detailed in the SLA. Subscriber will also have access to Addepar's standard support resources, including but not limited to Addepar's comprehensive help site, Addepar

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hosted user meetups and community events, webinars, and online training. Additionally, the Premier Plus Service Plan includes a "Designated Support Manager" for Subscriber. The Designated Support Manger will ensure top quality support is provided and will be a consistent point of contact for Subscriber's Named Support Contacts. Addepar reserves the right to reassign the Designated Support Manager at its sole discretion.

3. Technical Account Manager. Subscriber will be assigned "Technical Account Manager" or "TAM" resource(s). The role of a Technical Account Manager is to ensure that Subscriber is provided with exceptional and timely support and consultancy services. Technical Account Managers are responsible for the following: ? Lead Subscriber's Addepar implementation and deployment work (JumpStart Implementation Package and Add-On Services, as applicable) ? Act as an escalation point for Subscriber's Designated Support Manager (as defined in the Support section above) and drive issue escalation within Addepar ? Have an in-depth understanding of Subscriber's Addepar implementation and environment. Leverage this knowledge to assist support analysts in better serving Subscriber's needs and provide guidance on how Subscriber can achieve success goals. ? Responsible for reviewing for feasibility, scheduling constraints and scoping (for material projects) and detailing any deliverables requested by Subscriber in a mutually agreed written agreement ? Provide detailed reviews, status, and metrics of Subscriber's Addepar implementation and ongoing services to Subscriber's leadership team, if applicable. ? Participate in meetings regarding Addepar at Subscriber's reasonably advance (but no less than 5 business days) request, subject to the TAM's availability ? Onsite implementation and support assistance (Subscriber is responsible for Out-of-Pocket Expenses, as defined below) ? Perform system and business process reviews and other service reviews; make recommendations on best practices ? Champion and advocate for Subscriber's requirements and feature requests within Addepar ? Make recommendations for how new Addepar offerings can fit in with Subscriber's environment and business processes ? Ensure that Subscriber is familiar with and is adopting new functionality that is available to Subscriber ? Ensure that Subscriber is aware of all training materials that are made available and provide feedback internally of any additional training requirements that Subscriber may have

Subscriber will have direct access to a Technical Account Manager via email or phone during the hours from of 9:00 a.m. to 6:00 p.m., Monday through Friday, excluding U.S.-based stock exchange holidays, for the location the Technical Account Manager is based. Addepar will use reasonable efforts to assign a Technical Account Manager in a time zone as close to Subscriber's primary location as possible and Addepar reserves the right to reassign a Technical Account Manager at its sole discretion. Any service a Technical Account Manager provides pursuant to the responsibilities set out in the foregoing bullet points will be debited against Subscriber's allotment of Professional Services Hours (as described and defined below). For clarity, Subscriber is responsible for the evaluation and implementation of any Technical Account Manager recommendations.

4. Professional Services Hours. Included in the Premier Plus Service Plan are a certain number of "Professional Services Hours" per annual period of the then-current subscription term, based on Subscriber's applicable level detailed on the Order, as described below: i. The `1:8 Level' will entitle Subscriber up to 240 Professional Services Hours per annual period ii. The `1:4 Level' will entitle Subscriber up to 480 Professional Services Hours per annual period iii. The `1:2 Level' will entitle Subscriber up to 960 Professional Services Hours per annual period iv. The `1:1 Level' will entitle Subscriber up to 1920 Professional Services Hours per annual period

All work provided by Addepar's professional services team as part of this Premier Plus Service Plan, including all work provided by a Technical Account Manager (including the responsibilities identified in the section above), will be tracked and included as part of Subscriber's then-available Professional Services Hours. Addepar will provide regular reports to Subscriber detailing the use of the Professional Services Hours. All Professional Service Hours will be

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tracked by Addepar and rounded to the nearest half-hour increment. Subscriber may purchase additional Professional Services Hours at any time, subject to the parties' execution of an order form or statement of work detailing the term and fees for such hours. Any unused Professional Services Hours in an applicable annual period will automatically be voided at the end of such period and will not roll over into the next annual period. Subscriber may not borrow any Professional Services Hours from a subsequent annual period. Once the Professional Services Hours are exhausted in the then-current annual subscription period, Addepar may elect to stop all professional services work, including Technical Account Manager work, until either (i) additional Professional Services Hours become available to Subscriber (e.g., purchased by Subscriber), or (ii) the parties agree to complete the professional services work for a fixed fee via a separately executed statement of work. For clarity, certain services may be excluded from the professional services provided hereunder pursuant to the section entitled "Excluded Items" below.

5. JumpStart Implementation Package. Included in the Premier Plus Service Plan is Addepar's "JumpStart Implementation Package". A typical JumpStart Implementation Package is delivered by Addepar's professional services team and takes, on average, approximately 150 Professional Services Hours to complete. All such work will be tracked and debited against Subscriber's allotted Professional Services Hours. As part of the JumpStart Implementation Package, Addepar's professional services team, including Technical Account Manager resources, will assist Subscriber in connecting and configuring accounts via Addepar's supported (existing) custodial feeds, configuration of a single ownership structure, common Addepar workflows, and initial attributes on securities and accounts. Subscriber will also be trained on how to use Addepar's import tool and how to set up advanced configurations (i.e., target allocations, benchmark strategies, custom analysis views, and custom report templates). A Technical Account Manager will also assess Subscriber's historical data requirements and provide guidance on how the Subscriber could proceed with a historical data conversion. Full details will be agreed for the JumpStart Implementation Package in a statement of work separately executed by the parties. The JumpStart Implementation Package must be utilized by Subscriber during the initial implementation of the Addepar platform only. Subscriber is responsible for any implementation and evaluation of the recommendations provided by a Technical Account Manager.

6. Academy Training. Included in the Premier Plus Service Plan are three (3) complimentary seats to an Addepar-led fundamentals training package (currently known as `Series 200 Academy Training') per annual period of the thencurrent subscription term. If Subscriber does not utilize all of the training seats in the applicable annual period, the unused training seats will automatically be voided at the end of such period and will not roll over into the next annual period. Subscriber should contact its Technical Account Manager to schedule registration in Series 200 Academy Training. Additional seats are available for purchase by Subscriber.

7. Add-On Services and Managed Services. Subscriber is eligible to purchase, at any time, additional fixed (nonrecurring) implementation and/or consultancy related services that Addepar offers its customers ("Add-On Services") and additional ongoing professional services that Addepar offers its customers ("Managed Services"), subject to written agreement of the parties. Subscriber shall reach out to its Relationship Manager to discuss these options with an Addepar representative. For clarity, Add-On Services or Managed Services can be arranged for topics such as, but not limited to, the following: ? Instruction in report design and creation, instruction in the use of the product ? Administration of Subscriber's Addepar instance ? System configuration and setup ? Design, writing, and debugging of integrations ? Design and optimization of custom workflows ? Support for custom code outside of the core Addepar applications ? Data corrections in the event of data issues in Subscriber's Addepar instance ? Historical data conversions ? Offline data onboarding ? New data feed connections

8. Excluded Items. For clarity, the Premier Plus Service Plan does not automatically include any of the following items, provided, however, if proper scoping is completed and agreed upon by the parties in an order form or statement of

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work, such items may be provided by Addepar as part of Subscriber's then-available Professional Services Hours: ? Assistance in developing Subscriber-specific customizations ? Generation or distribution of end client reports or invoices ? Assistance with non-Addepar products, services or technologies, including implementation, administration or use of third-party enabling technologies such as databases, computer networks or communications systems ? Assistance with installation or configuration of hardware, including computers, hard drives, networks or printers ? Assistance with instance configuration or implementation not explicitly listed as part of the JumpStart Implementation Package ? Building or connecting to any unsupported data feeds; these types of requests should be directed to the Addepar professional services team, and if agreed upon, detailed under a separately executed order form or statement of work ? Data reconciliation outside of Addepar's standard daily verification ? Troubleshooting issues with Subscriber's in-house developed apps ? Troubleshooting issues with integrations Subscriber has built for Addepar ? Assistance with any code that is developed outside of or in addition to the core Addepar applications, for example, custom code developed by Subscriber or Addepar under a separately executed order form or statement of work ? Training on the product, setup and configuration questions, or business process questions; these types of requests should be directed to a Technical Support Manager who will work with Addepar's professional services team, and if agreed upon, such services will be detailed under a separately executed order form or statement of work

9. Out-of-Pocket Expenses. If any Addepar personnel, including a Relationship Manager, is required or requested by Subscriber to travel to a Subscriber location during the course of delivering any professional services under this Premier Plus Service Plan, Subscriber shall be responsible for all reasonable, economical and documented lodging, travel and meal expenses associated with, and reasonably necessary for, such travel ("Out-of-Pocket Expenses"). Unless otherwise set forth in the Master Terms, such Out-of-Pocket Expenses will be invoiced as they are incurred by Addepar and shall be due and payable by Subscriber within thirty (30) days of the applicable invoice date.

10. Fees. The fee for the Premier Plus Service Plan (the "Service Plan Fee") will be a specified in the applicable Order, and unless otherwise stated in the Order, the Service Plan Fee will be invoiced alongside the Subscription Fees under the Agreement, in advance on a quarterly basis, and shall be due and payable by Subscriber within thirty (30) days of the applicable invoice date.

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