WAGN – Pabrai Wagons ETF – ETF Investment Strategy

Strategy

The investment seeks to achieve long-term capital appreciation. Under normal circumstances, the fund aims to achieve its investment objective by investing at least 80% of the value of its net assets (plus any borrowings for investment purposes) in equity securities. Equity securities that the fund will invest in consists primarily of common stocks of companies of any size market capitalization. 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
WAGN	Pabrai Wagons ETF	ETF	Open		—	Sep 29, 2023	$296.92M	0.900%	Below Average	—	$143.74M

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Pabrai Wagons ETF WAGN Strategy

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