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Portfolio Name Initial
Offer
Date
Termination
Date
Offer
Price
Net Asset
Value
Price
Date
Historical 12-Month Distribution Rate of Trust HoldingsFact
Sheet
ProspectusCUSIPS
40/60 Strategic Allocation, 1st Qtr 2025 01/14/25 04/16/26 $10.4303 $10.2895 09/17/25 3.72% ---- ---- CUSIPS
40/60 Strategic Allocation, 2nd Qtr 2025 04/11/25 07/16/26 $10.6908 $10.5465 09/17/25 3.80% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
40/60 Strategic Allocation, 3rd Qtr 2024 07/11/24 10/16/25 ------- $10.4200 09/17/25 ------- ---- ---- CUSIPS
40/60 Strategic Allocation, 4th Qtr 2024 10/11/24 01/16/26 $10.1783 $10.0409 09/17/25 3.70% ---- ---- CUSIPS
60/40 Strategic Allocation, 1st Qtr 2025 01/14/25 04/16/26 $10.4598 $10.3186 09/17/25 2.96% ---- ---- CUSIPS
60/40 Strategic Allocation, 2nd Qtr 2025 04/11/25 07/16/26 $10.8055 $10.6596 09/17/25 3.06% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
60/40 Strategic Allocation, 3rd Qtr 2024 07/11/24 10/16/25 ------- $10.6313 09/17/25 ------- ---- ---- CUSIPS
60/40 Strategic Allocation, 4th Qtr 2024 10/11/24 01/16/26 $10.2923 $10.1534 09/17/25 2.97% ---- ---- CUSIPS
75/25 Strategic Allocation, 1st Qtr 2025 01/14/25 04/16/26 $10.5563 $10.4138 09/17/25 2.39% ---- ---- CUSIPS
75/25 Strategic Allocation, 2nd Qtr 2025 04/11/25 07/16/26 $10.9668 $10.8187 09/17/25 2.52% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
75/25 Strategic Allocation, 3rd Qtr 2024 07/11/24 10/16/25 ------- $10.7948 09/17/25 ------- ---- ---- CUSIPS
75/25 Strategic Allocation, 4th Qtr 2024 10/11/24 01/16/26 $10.3714 $10.2314 09/17/25 2.44% ---- ---- CUSIPS
Balanced Income Equity and ETF, 65 11/14/23 11/14/25 ------- $12.1642 09/17/25 ------- ---- ---- CUSIPS
Balanced Income Equity and ETF, 66 01/23/24 01/23/26 ------- $11.2947 09/17/25 ------- ---- ---- CUSIPS
Balanced Income Equity and ETF, 67 03/05/24 03/05/26 ------- $11.0311 09/17/25 ------- ---- ---- CUSIPS
Balanced Income Equity and ETF, 68 04/18/24 04/17/26 ------- $11.3128 09/17/25 ------- ---- ---- CUSIPS
Balanced Income Equity and ETF, 69 05/29/24 05/29/26 ------- $10.7431 09/17/25 ------- ---- ---- CUSIPS
Balanced Income Equity and ETF, 70 07/30/24 07/30/26 ------- $10.5620 09/17/25 ------- ---- ---- CUSIPS
Balanced Income Equity and ETF, 71 09/25/24 09/25/26 $10.3579 $10.1249 09/17/25 4.11% ---- ---- CUSIPS
Balanced Income Equity and ETF, 72 11/21/24 11/20/26 $10.2602 $10.0293 09/17/25 4.23% ---- ---- CUSIPS
Balanced Income Equity and ETF, 73 02/12/25 02/12/27 $10.4539 $10.2187 09/17/25 4.16% ---- ---- CUSIPS
Balanced Income Equity and ETF, 74 05/01/25 04/30/27 $10.5550 $10.3175 09/17/25 4.09% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF, 75 07/24/25 07/23/27 $10.2124 $9.9827 09/17/25 4.08% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 129 10/18/23 10/17/25 ------- $12.8228 09/17/25 ------- ---- ---- CUSIPS
Balanced Income Select, 130 11/13/23 11/13/25 ------- $12.5167 09/17/25 ------- ---- ---- CUSIPS
Balanced Income Select, 131 12/13/23 12/12/25 ------- $11.3976 09/17/25 ------- ---- ---- CUSIPS
Balanced Income Select, 132 01/17/24 01/16/26 ------- $11.7805 09/17/25 ------- ---- ---- CUSIPS
Balanced Income Select, 133 02/12/24 02/12/26 ------- $10.9815 09/17/25 ------- ---- ---- CUSIPS
Balanced Income Select, 134 03/11/24 03/11/26 ------- $10.5848 09/17/25 ------- ---- ---- CUSIPS
Balanced Income Select, 135 04/02/24 04/02/26 ------- $10.3749 09/17/25 ------- ---- ---- CUSIPS
Balanced Income Select, 136 05/10/24 05/11/26 ------- $10.8048 09/17/25 ------- ---- ---- CUSIPS
Balanced Income Select, 137 06/04/24 06/04/26 ------- $10.7632 09/17/25 ------- ---- ---- CUSIPS
Balanced Income Select, 138 07/17/24 07/17/26 ------- $10.6283 09/17/25 ------- ---- ---- CUSIPS
Balanced Income Select, 139 08/14/24 08/14/26 ------- $10.1561 09/17/25 ------- ---- ---- CUSIPS
Balanced Income Select, 140 09/17/24 09/17/26 ------- $10.0735 09/17/25 ------- ---- ---- CUSIPS
Balanced Income Select, 141 10/15/24 10/15/26 $10.3336 $10.1011 09/17/25 5.54% ---- ---- CUSIPS
Balanced Income Select, 142 11/12/24 11/12/26 $10.5061 $10.2697 09/17/25 5.76% ---- ---- CUSIPS
Balanced Income Select, 143 12/11/24 12/11/26 $10.4880 $10.2520 09/17/25 5.69% ---- ---- CUSIPS
Balanced Income Select, 144 01/15/25 01/15/27 $10.6086 $10.3699 09/17/25 5.65% ---- ---- CUSIPS
Balanced Income Select, 145 02/07/25 02/08/27 $10.4724 $10.2367 09/17/25 5.79% ---- ---- CUSIPS
Balanced Income Select, 146 03/07/25 03/08/27 $10.6054 $10.3668 09/17/25 5.90% ---- ---- CUSIPS
Balanced Income Select, 147 04/07/25 04/07/27 $11.5893 $11.3286 09/17/25 5.97% ---- ---- CUSIPS
Balanced Income Select, 148 05/09/25 05/10/27 $10.7284 $10.4870 09/17/25 5.91% ---- ---- CUSIPS
Balanced Income Select, 149 06/13/25 06/14/27 $10.5371 $10.3000 09/17/25 5.76% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 150 07/22/25 07/22/27 $10.3546 $10.1216 09/17/25 5.96% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 151 08/13/25 08/13/27 $10.0754 $9.8487 09/17/25 5.93% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Capital Strength Buy-Write, 73 01/18/24 01/21/26 ------- $10.1111 09/17/25 ------- ---- ---- CUSIPS
Capital Strength Buy-Write, 74 03/13/24 01/21/26 ------- $9.5700 09/17/25 ------- ---- ---- CUSIPS
Capital Strength Buy-Write, 75 05/14/24 01/21/26 ------- $9.7855 09/17/25 ------- ---- ---- CUSIPS
Capital Strength Buy-Write, 76 07/16/24 01/21/26 ------- $9.6577 09/17/25 ------- ---- ---- CUSIPS
Capital Strength Buy-Write, 77 09/18/24 01/21/26 $10.3191 $10.1798 09/17/25 0.66% ---- ---- CUSIPS
Capital Strength Buy-Write, 78 11/13/24 01/21/26 $10.3299 $10.1904 09/17/25 0.58% ---- ---- CUSIPS
Capital Strength Buy-Write, 79 01/17/25 01/20/27 $10.0679 $9.8414 09/17/25 0.62% ---- ---- CUSIPS
Capital Strength Buy-Write, 80 03/11/25 01/20/27 $10.6493 $10.4097 09/17/25 0.69% ---- ---- CUSIPS
Capital Strength Buy-Write, 81 05/16/25 01/20/27 $10.5812 $10.3431 09/17/25 0.73% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Capital Strength Buy-Write, 82 07/15/25 01/20/27 $10.4614 $10.3202 09/17/25 0.77% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Defensive Equity Buy-Write, 10 05/16/24 01/21/26 ------- $8.6794 09/17/25 ------- ---- ---- CUSIPS
Defensive Equity Buy-Write, 11 07/18/24 01/21/26 ------- $8.6452 09/17/25 ------- ---- ---- CUSIPS
Defensive Equity Buy-Write, 12 09/20/24 01/21/26 $8.6039 $8.4878 09/17/25 1.92% ---- ---- CUSIPS
Defensive Equity Buy-Write, 13 11/15/24 01/21/26 $9.7056 $9.5746 09/17/25 1.79% ---- ---- CUSIPS
Defensive Equity Buy-Write, 14 01/22/25 01/20/27 $9.6304 $9.4137 09/17/25 1.65% ---- ---- CUSIPS
Defensive Equity Buy-Write, 15 03/13/25 01/20/27 $10.0890 $9.8620 09/17/25 1.92% ---- ---- CUSIPS
Defensive Equity Buy-Write, 16 05/20/25 01/20/27 $10.0913 $9.8643 09/17/25 2.10% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Defensive Equity Buy-Write, 8 01/22/24 01/21/26 ------- $9.3247 09/17/25 ------- ---- ---- CUSIPS
Defensive Equity Buy-Write, 9 03/15/24 01/21/26 ------- $9.1621 09/17/25 ------- ---- ---- CUSIPS
Dividend Growers and Tax-Advantaged Income, 37 11/07/23 11/07/25 ------- $11.1992 09/17/25 ------- ---- ---- CUSIPS
Dividend Growers and Tax-Advantaged Income, 38 01/23/24 01/23/26 ------- $10.3347 09/17/25 ------- ---- ---- CUSIPS
Dividend Growers and Tax-Advantaged Income, 39 03/19/24 03/19/26 ------- $10.0782 09/17/25 ------- ---- ---- CUSIPS
Dividend Growers and Tax-Advantaged Income, 40 05/08/24 05/08/26 ------- $10.0424 09/17/25 ------- ---- ---- CUSIPS
Dividend Growers and Tax-Advantaged Income, 41 08/06/24 08/06/26 ------- $9.9185 09/17/25 ------- ---- ---- CUSIPS
Dividend Growers and Tax-Advantaged Income, 42 10/23/24 10/23/26 $9.7944 $9.5740 09/17/25 2.86% ---- ---- CUSIPS
Dividend Growers and Tax-Advantaged Income, 43 04/15/25 04/15/27 $10.6908 $10.4502 09/17/25 2.74% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dow 30 Buy-Write, 10 07/16/24 01/21/26 ------- $9.8307 09/17/25 ------- ---- ---- CUSIPS
Dow 30 Buy-Write, 11 09/18/24 01/21/26 $10.3196 $10.1803 09/17/25 1.62% ---- ---- CUSIPS
Dow 30 Buy-Write, 12 11/13/24 01/21/26 $10.2984 $10.1593 09/17/25 1.56% ---- ---- CUSIPS
Dow 30 Buy-Write, 13 01/17/25 01/20/27 $10.1340 $9.9060 09/17/25 1.54% ---- ---- CUSIPS
Dow 30 Buy-Write, 14 03/11/25 01/20/27 $10.4104 $10.1761 09/17/25 1.44% ---- ---- CUSIPS
Dow 30 Buy-Write, 15 05/16/25 01/20/27 $10.2898 $10.0582 09/17/25 1.55% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dow 30 Buy-Write, 16 07/15/25 01/20/27 $10.2023 $10.0646 09/17/25 1.66% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dow 30 Buy-Write, 7 01/18/24 01/21/26 ------- $9.5604 09/17/25 ------- ---- ---- CUSIPS
Dow 30 Buy-Write, 8 03/13/24 01/21/26 ------- $9.8544 09/17/25 ------- ---- ---- CUSIPS
Dow 30 Buy-Write, 9 05/14/24 01/21/26 ------- $9.9892 09/17/25 ------- ---- ---- CUSIPS
Energy Buy-Write, 1 03/21/24 01/21/26 ------- $8.8463 09/17/25 ------- ---- ---- CUSIPS
Energy Buy-Write, 2 05/16/24 01/21/26 ------- $8.8390 09/17/25 ------- ---- ---- CUSIPS
Energy Buy-Write, 3 07/18/24 01/21/26 ------- $8.7161 09/17/25 ------- ---- ---- CUSIPS
Energy Buy-Write, 4 09/20/24 01/21/26 $9.6973 $9.5664 09/17/25 3.01% ---- ---- CUSIPS
Energy Buy-Write, 5 11/15/24 01/21/26 $9.5461 $9.4172 09/17/25 2.86% ---- ---- CUSIPS
Energy Buy-Write, 6 01/22/25 01/20/27 $9.6232 $9.4067 09/17/25 2.69% ---- ---- CUSIPS
Energy Buy-Write, 7 03/13/25 01/20/27 $10.3435 $10.1107 09/17/25 2.75% ---- ---- CUSIPS
Energy Buy-Write, 8 05/20/25 01/20/27 $10.4492 $10.2141 09/17/25 3.17% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
ETF Growth and Income, December 2024 12/12/24 03/12/26 $10.4802 $10.3387 09/17/25 1.62% ---- ---- CUSIPS
ETF Growth and Income, July 2024 07/02/24 10/02/25 ------- $10.9799 09/17/25 ------- ---- ---- CUSIPS
ETF Growth and Income, June 2025 06/04/25 09/04/26 $10.6271 $10.4836 09/17/25 1.66% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
ETF Growth and Income, March 2025 03/06/25 06/08/26 $11.0073 $10.8587 09/17/25 1.62% ---- ---- CUSIPS
ETF Growth and Income, September 2024 09/25/24 12/26/25 $10.5773 $10.4345 09/17/25 1.63% ---- ---- CUSIPS
Global Commodities Companies Buy-Write, 11 01/22/24 01/21/26 ------- $9.7309 09/17/25 ------- ---- ---- CUSIPS
Global Commodities Companies Buy-Write, 12 03/15/24 01/21/26 ------- $9.1070 09/17/25 ------- ---- ---- CUSIPS
Global Commodities Companies Buy-Write, 13 05/16/24 01/21/26 ------- $8.9802 09/17/25 ------- ---- ---- CUSIPS
Global Commodities Companies Buy-Write, 14 07/18/24 01/21/26 ------- $9.3076 09/17/25 ------- ---- ---- CUSIPS
Global Commodities Companies Buy-Write, 15 09/20/24 01/21/26 $9.8453 $9.7124 09/17/25 2.56% ---- ---- CUSIPS
Global Commodities Companies Buy-Write, 16 11/15/24 01/21/26 $10.2294 $10.0913 09/17/25 2.73% ---- ---- CUSIPS
Global Commodities Companies Buy-Write, 17 01/22/25 01/20/27 $9.8642 $9.6422 09/17/25 2.52% ---- ---- CUSIPS
Global Commodities Companies Buy-Write, 18 03/13/25 01/20/27 $10.7639 $10.5217 09/17/25 2.44% ---- ---- CUSIPS
Global Commodities Companies Buy-Write, 19 05/20/25 01/20/27 $10.6484 $10.4088 09/17/25 2.31% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Inflation Hedge, 55 11/02/23 11/03/25 ------- $11.2693 09/17/25 ------- ---- ---- CUSIPS
Inflation Hedge, 56 01/31/24 01/30/26 ------- $11.4822 09/17/25 ------- ---- ---- CUSIPS
Inflation Hedge, 57 04/30/24 04/30/26 ------- $10.7596 09/17/25 ------- ---- ---- CUSIPS
Inflation Hedge, 58 07/30/24 07/30/26 ------- $10.9587 09/17/25 ------- ---- ---- CUSIPS
Inflation Hedge, 59 10/23/24 10/23/26 $10.7893 $10.5465 09/17/25 2.50% ---- ---- CUSIPS
Inflation Hedge, 60 01/16/25 01/15/27 $11.2461 $10.9931 09/17/25 2.33% ---- ---- CUSIPS
Inflation Hedge, 61 04/15/25 04/15/27 $11.4996 $11.2409 09/17/25 2.47% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 151 11/28/23 12/01/25 ------- $11.3701 09/17/25 ------- ---- ---- CUSIPS
Interest Rate Hedge, 152 02/22/24 02/23/26 ------- $10.7964 09/17/25 ------- ---- ---- CUSIPS
Interest Rate Hedge, 153 04/18/24 04/17/26 ------- $10.4313 09/17/25 ------- ---- ---- CUSIPS
Interest Rate Hedge, 154 07/15/24 07/15/26 ------- $9.9681 09/17/25 ------- ---- ---- CUSIPS
Interest Rate Hedge, 155 09/05/24 09/04/26 ------- $9.9912 09/17/25 ------- ---- ---- CUSIPS
Interest Rate Hedge, 156 11/14/24 11/13/26 $9.9771 $9.7526 09/17/25 3.41% ---- ---- CUSIPS
Interest Rate Hedge, 157 02/12/25 02/12/27 $10.0418 $9.8159 09/17/25 3.30% ---- ---- CUSIPS
Interest Rate Hedge, 158 04/03/25 04/02/27 $10.4381 $10.2033 09/17/25 3.35% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
S&P Dividend Aristocrats Buy-Write, 33 01/18/24 01/21/26 ------- $10.5422 09/17/25 ------- ---- ---- CUSIPS
S&P Dividend Aristocrats Buy-Write, 34 03/13/24 01/21/26 ------- $10.0336 09/17/25 ------- ---- ---- CUSIPS
S&P Dividend Aristocrats Buy-Write, 35 05/14/24 01/21/26 ------- $10.0443 09/17/25 ------- ---- ---- CUSIPS
S&P Dividend Aristocrats Buy-Write, 36 07/16/24 01/21/26 ------- $10.1351 09/17/25 ------- ---- ---- CUSIPS
S&P Dividend Aristocrats Buy-Write, 37 09/18/24 01/21/26 $9.8397 $9.7069 09/17/25 1.99% ---- ---- CUSIPS
S&P Dividend Aristocrats Buy-Write, 38 11/13/24 01/21/26 $9.9848 $9.8500 09/17/25 1.99% ---- ---- CUSIPS
S&P Dividend Aristocrats Buy-Write, 39 01/17/25 01/20/27 $10.1188 $9.8911 09/17/25 2.12% ---- ---- CUSIPS
S&P Dividend Aristocrats Buy-Write, 40 03/11/25 01/20/27 $10.4311 $10.1964 09/17/25 2.04% ---- ---- CUSIPS
S&P Dividend Aristocrats Buy-Write, 41 05/16/25 01/20/27 $10.3567 $10.1237 09/17/25 2.12% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
S&P Dividend Aristocrats Buy-Write, 42 07/15/25 01/20/27 $10.2703 $10.1316 09/17/25 2.13% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 78 11/28/23 12/01/25 ------- $10.5891 09/17/25 ------- ---- ---- CUSIPS
Tactical Income, 79 02/23/24 02/23/26 ------- $10.0583 09/17/25 ------- ---- ---- CUSIPS
Tactical Income, 80 04/16/24 04/16/26 ------- $10.0337 09/17/25 ------- ---- ---- CUSIPS
Tactical Income, 81 06/13/24 06/12/26 ------- $10.0323 09/17/25 ------- ---- ---- CUSIPS
Tactical Income, 82 09/19/24 09/18/26 $9.6924 $9.4743 09/17/25 5.44% ---- ---- CUSIPS
Tactical Income, 83 12/03/24 12/03/26 $9.7452 $9.5259 09/17/25 5.87% ---- ---- CUSIPS
Tactical Income, 84 03/03/25 03/03/27 $10.1516 $9.9232 09/17/25 5.98% ---- ---- CUSIPS
Tactical Income, 85 04/23/25 04/23/27 $10.7678 $10.5255 09/17/25 6.11% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Technology Dividend Buy-Write, 19 01/18/24 01/21/26 ------- $10.5284 09/17/25 ------- ---- ---- CUSIPS
Technology Dividend Buy-Write, 20 03/13/24 01/21/26 ------- $10.1381 09/17/25 ------- ---- ---- CUSIPS
Technology Dividend Buy-Write, 21 05/14/24 01/21/26 ------- $10.0631 09/17/25 ------- ---- ---- CUSIPS
Technology Dividend Buy-Write, 22 07/16/24 01/21/26 ------- $9.3752 09/17/25 ------- ---- ---- CUSIPS
Technology Dividend Buy-Write, 23 09/18/24 01/21/26 $10.7644 $10.6191 09/17/25 1.48% ---- ---- CUSIPS
Technology Dividend Buy-Write, 24 11/13/24 01/21/26 $10.6111 $10.4678 09/17/25 1.43% ---- ---- CUSIPS
Technology Dividend Buy-Write, 25 01/17/25 01/20/27 $10.1435 $9.9153 09/17/25 1.49% ---- ---- CUSIPS
Technology Dividend Buy-Write, 26 03/11/25 01/20/27 $11.3236 $11.0688 09/17/25 1.52% ---- ---- CUSIPS
Technology Dividend Buy-Write, 27 05/16/25 01/20/27 $10.6825 $10.4422 09/17/25 1.46% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS

There is no guarantee the issuers of the securities included in the trust will declare dividends or distributions in the future. The historical 12-month distribution per unit and historical 12-month distribution rate of the securities included in the trust are for illustrative purposes only and are not indicative of the trust's distribution or distribution rate. The historical 12-month distribution per unit is based on the weighted average of the trailing twelve month distributions paid by the securities included in the portfolio. The historical 12-month distribution rate is calculated by dividing the historical 12-month distributions by the trust's offering price. The historical 12-month distribution and rate are reduced to account for the effects of fees and expenses, which will be incurred when investing in a trust. Certain of the issuers may have reduced their dividends or distributions over the prior twelve months. The distribution per unit and rate paid by the trust may be higher or lower than the amount shown above due to certain factors that may include, but are not limited to, a change in the dividends or distributions paid by issuers, actual expenses incurred, or the sale of securities in the portfolio. For trusts that include funds, distributions may include realized short term capital gains, realized long-term capital gains and/or return of capital. PLEASE NOTE: For trusts that hold preferred securities, the historical distribution rate is calculated using only the holdings that have 12 months of distribution history. Any holdings without a 12 month history of dividends were excluded from the calculation.

As a result of several factors which may include changing interest rates, refundings, and sales or defaults on the underlying securities, there is no guarantee that distributions will either remain at current levels or increase over time. Estimated current return is determined by dividing a Trusts estimated net annual interest income per unit by the public offering price per unit. Estimated long-term return is a measure of the estimated return over the estimated life of a Trust. Unlike estimated current return, estimated long-term return reflects maturities, estimated principal prepayments, Trust charges and expenses, and discounts and premiums of securities in a Trust. Returns and prices will fluctuate. Consult a prospectus for a more complete description of the estimated net income, estimated current return and estimated long-term return calculations.

This product information does not constitute an offer to sell, or a solicitation of an offer to buy securities in any state to any person to whom it is not lawful to make such an offer. Sales of any of these securities must include prospectus delivery and the services of a retail broker/dealer duly licensed in the appropriate states.

 
The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA, the Internal Revenue Code or any other regulatory framework. Financial professionals are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.
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