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SmartTrust UIT - Taxable Equity Income Portfolios

Cusip Portfolio Symbol Deposit Date Maturity Date Offer Price Net Asset
Value
Price Date Historical 12-
Month Dist.
Docs
Taxable Equity & Income Portfolio
60/40 Quality Allocation, 14 STSFNX 01-08-26 01-06-28 10.2470 10.2402 02-17-2026 0.2360
Dynamic Sector Income, 43 STDSRX 12-02-25 12-02-27 11.0272 10.9989 02-17-2026 0.3809
Interest Rate Outlook, 13 STROMX 02-05-26 02-03-28 10.2366 10.2301 02-17-2026 0.2725
Strategic Growth & Income, 38 STGIMX 02-10-26 02-08-28 9.9929 9.9931 02-17-2026 0.5868
Tax-Advantaged Growth & Income, 40 STTANX 12-17-25 12-16-27 10.8723 10.8483 02-17-2026 0.4490