EPAI – Harbor AI Inflection Strategy ETF – ETF Investment Strategy

Strategy

The investment seeks long-term total return. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in common stocks and other equity securities of companies for which the Subadvisor believes the enablement and/or adoption of artificial intelligence (AI) may play a material role in driving performance (“AI Companies”). The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
EPAI	Harbor AI Inflection Strategy ETF	ETF	Open	—	—	Dec 17, 2025	$5.75M	0.880%	—	—	—

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Harbor AI Inflection Strategy ETF EPAI Strategy

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