DDV – Defined Duration 5 ETF – ETF Investment Strategy

Strategy

The investment seeks long-term growth of capital. The fund is an actively-managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective by investing in a portfolio of other large,broad-based ETFs that the sub-adviser believes can reduce the fund’s relative stock and bond risks when compared to a traditional diversified market cap-weighted index fund.

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
DDV	Defined Duration 5 ETF	ETF	Open	—	—	Nov 12, 2025	$19.62M	0.250%	—	—	—

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Defined Duration 5 ETF DDV Strategy

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