PCPP – Porter & Company Porter Portfolio IdxETF – ETF Investment Strategy

Strategy

The investment seeks to track the investment results, before fees and expenses, of the Porter & Co. Porter Portfolio Index (the “Porter Portfolio Index”). The fund invests at least 80% of its total assets in component securities of the Porter Portfolio Index. 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
PCPP	Porter & Company Porter Portfolio Index ETF	ETF	Open	—	—	Jun 4, 2026	$28.97M	0.750%	—	—	—

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