SCLZ – Swan Enhanced Dividend Income ETF – ETF Investment Strategy

Strategy

The investment seeks income and secondarily seeks modest capital appreciation. The fund is an actively managed exchange-traded fund (“ETF”) that, under normal circumstances, invests at least 80% of its assets (defined as net assets plus borrowing for investment purposes) in dividend-paying common stocks. It invests primarily in large-cap and mid-cap U.S. companies.

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
SCLZ	Swan Enhanced Dividend Income ETF	ETF	Open	—		Feb 26, 2024	$18.80M	0.790%	—	—	$2.76M

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Swan Enhanced Dividend Income ETF SCLZ Strategy

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