NELS – Nelson Select ETF – ETF Investment Strategy

Strategy

The investment seeks to provide long-term capital appreciation. The fund is an actively managed exchange traded fund (“ETF”) that seeks to achieve its investment objective by investing in a combination of equity securities and ETFs (“underlying funds”) representing a broad range of asset classes.

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
NELS	Nelson Select ETF	ETF	Open	—	—	Oct 14, 2025	$83.64M	1.690%	—	—	$43.91M

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Nelson Select ETF NELS Strategy

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