Blog Archives

Sustainable Impact Investing Trust (Series 10)

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The Trust seeks to provide total return potential by investing in the stocks of companies that meet the Trust’s investment criteria including, but not limited to, environmental, social and governance factors. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Smart Ten Trust (Series 8)

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The trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the trust will be achieved.

Zacks GARP Composite 35 Trust (Series 13)

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income.

Tax-Advantaged Growth & Income (Series 13)

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The Trust seeks to provide investors with the possibility of a high level of total after-tax return, with an emphasis on income that is exempt from regular federal income tax or that qualifies for federal income taxation at long-term capital gains rates (“tax-advantaged income”) while also offering the potential for capital appreciation. There is no guarantee that the investment objective of the Trust will be achieved.

Defensive 50 Equities Trust (Series 11)

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The Trust seeks to provide total return potential in an environment where the stock market may experience a pullback in prices during the life of the Trust. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Argus Dividend Growers Total Return Trust (Series 12)

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Tax Free Income Trust (Series 25)

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The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Preferreds Plus Trust (Series 3)

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The trust seeks to provide investors with current income and the possibility of capital appreciation. There is no guarantee that the investment objective of the trust will be achieved.

Dynamic Sector Income Trust (Series 17)

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The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Sustainable Impact Investing Trust (Series 9)

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The Trust seeks to provide total return potential by investing in the stocks of companies that meet the Trust’s investment criteria including, but not limited to, environmental, social and governance factors. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Rising Interest Rates Hedge Trust (Series 8)

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The Trust seeks to provide investors with total return potential in an environment where interest rates are rising, with a high level of current income as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Smart Ten Trust (Series 7)

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The trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the trust will be achieved.

Zacks GARP Composite 35 Trust (Series 12)

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income.

Defensive 50 Equities Trust (Series 10)

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The Trust seeks to provide total return potential in an environment where the stock market may experience a pullback in prices during the life of the Trust. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Argus Dividend Growers Total Return Trust (Series 11)

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Smart Ten Trust (Series 6)

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The trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the trust will be achieved.

Smart Ten Trust (Series 5)

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The trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the trust will be achieved.

Tax-Advantaged Growth & Income (Series 12)

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The Trust seeks to provide investors with the possibility of a high level of total after-tax return, with an emphasis on income that is exempt from regular federal income tax or that qualifies for federal income taxation at long-term capital gains rates (“tax-advantaged income”) while also offering the potential for capital appreciation. There is no guarantee that the investment objective of the Trust will be achieved.

Adelante REIT Growth & Income Trust (Series 10)

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The Trust seeks to provide investors with total return potential. Total return may include dividends, interest, capital appreciation and/or distributions. There is no guarantee that the investment objective of the Trust will be achieved.

Preferreds Plus Trust (Series 2)

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The trust seeks to provide investors with current income and the possibility of capital appreciation. There is no guarantee that the investment objective of the trust will be achieved.

Sustainable Impact Investing Trust (Series 8)

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The Trust seeks to provide total return potential by investing in the stocks of companies that meet the Trust’s investment criteria including, but not limited to, environmental, social and governance factors. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Zacks GARP Composite 35 Trust (Series 11)

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income.

Tax Free Income Trust (Series 24)

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The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Dynamic Sector Income Trust (Series 16)

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The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Defensive 50 Equities Trust (Series 9)

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The Trust seeks to provide total return potential in an environment where the stock market may experience a pullback in prices during the life of the Trust. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Argus Dividend Growers Total Return Trust (Series 10)

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Sustainable Impact Investing Trust (Series 7)

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The Trust seeks to provide total return potential by investing in the stocks of companies that meet the Trust’s investment criteria including, but not limited to, environmental, social and governance factors. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Tax-Advantage Growth & Income Trust (Series 11)

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The Trust seeks to provide investors with the possibility of a high level of total after-tax return, with an emphasis on income that is exempt from regular federal income tax or that qualifies for federal income taxation at long-term capital gains rates (“tax-advantaged income”) while also offering the potential for capital appreciation. There is no guarantee that the investment objective of the Trust will be achieved.

Rising Interest Rates Hedge Trust (Series 7)

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The Trust seeks to provide investors with total return potential in an environment where interest rates are rising, with a high level of current income as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Zacks GARP Composite 35 Trust (Series 10)

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income.

Preferreds Plus Trust (Series 1)

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The trust seeks to provide investors with current income and the possibility of capital appreciation. There is no guarantee that the investment objective of the trust will be achieved.

Defensive 50 Equities Trust (Series 8)

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The Trust seeks to provide total return potential in an environment where the stock market may experience a pullback in prices during the life of the Trust. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Adelante REIT Growth & Income Trust (Series 9)

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The Trust seeks to provide investors with total return potential. Total return may include dividends, interest, capital appreciation and/or distributions. There is no guarantee that the investment objective of the Trust will be achieved.

Argus Dividend Growers Total Return Trust (Series 9)

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Tax Free Income Trust (Series 23)

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The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Dynamic Sector Income Trust (Series 15)

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The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Sustainable Impact Investing Trust (Series 6)

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The Trust seeks to provide total return potential by investing in the stocks of companies that meet the Trust’s investment criteria including, but not limited to, environmental, social and governance factors. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Zacks GARP Composite 35 Trust (Series 9)

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income.

Tax-Advantaged Growth & Income Trust (Series 10)

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The Trust seeks to provide investors with the possibility of a high level of total after-tax return, with an emphasis on income that is exempt from regular federal income tax or that qualifies for federal income taxation at long-term capital gains rates (“tax-advantaged income”) while also offering the potential for capital appreciation. There is no guarantee that the investment objective of the Trust will be achieved.

Defensive 50 Equities Trust (Series 7)

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The Trust seeks to provide total return potential in an environment where the stock market may experience a pullback in prices during the life of the Trust. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Argus Dividend Growers Total Return Trust (Series 8)

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Tax Free Income Trust (Series 22)

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The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Dynamic Sector Income Trust (Series 14)

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The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Rising Interest Rates Hedge Trust (Series 6)

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The Trust seeks to provide investors with total return potential in an environment where interest rates are rising, with a high level of current income as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Sustainable Impact Investing Trust (Series 5)

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The Trust seeks to provide total return potential by investing in the stocks of companies that meet the Trust’s investment criteria including, but not limited to, environmental, social and governance factors. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Zacks GARP Composite 35 Trust (Series 8)

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income.

Defensive 50 Equities Trust (Series 6)

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The Trust seeks to provide total return potential in an environment where the stock market may experience a pullback in prices during the life of the Trust. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Tax-Advantaged Growth & Income Trust (Series 9)

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The Trust seeks to provide investors with the possibility of a high level of total after-tax return, with an emphasis on income that is exempt from regular federal income tax or that qualifies for federal income taxation at long-term capital gains rates (“tax-advantaged income”) while also offering the potential for capital appreciation. There is no guarantee that the investment objective of the Trust will be achieved.

Argus Dividend Growers Total Return Trust (Series 7)

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Adelante REIT Growth and Income Trust (Series 8)

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The Trust seeks to provide investors with total return potential. Total return may include dividends, interest, capital appreciation and/or distributions. There is no guarantee that the investment objective of the Trust will be achieved.

Tax Free Income Trust (Series 21)

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The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Sustainable Impact Investing Trust (Series 4)

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The Trust seeks to provide total return potential by investing in the stocks of companies that meet the Trust’s investment criteria including, but not limited to, environmental, social and governance factors. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Zacks GARP Composite 35 Trust (Series 7)

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income.

Defensive 50 Equities Trust (Series 5)

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The Trust seeks to provide total return potential in an environment where the stock market may experience a pullback in prices during the life of the Trust. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Dynamic Sector Income Trust (Series 13)

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The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Argus Dividend Growers Total Return Trust (Series 6)

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Tax-Advantaged Growth & Income Trust (Series 8)

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The Trust seeks to provide investors with the possibility of a high level of total after-tax return, with an emphasis on income that is exempt from regular federal income tax or that qualifies for federal income taxation at long-term capital gains rates (“tax-advantaged income”) while also offering the potential for capital appreciation. There is no guarantee that the investment objective of the Trust will be achieved.

Sustainable Impact Investing Trust (Series 3)

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The Trust seeks to provide total return potential by investing in the stocks of companies that meet the Trust’s investment criteria including, but not limited to, environmental, social and governance factors. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Rising Interest Rates Hedge Trust (Series 5)

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The Trust seeks to provide investors with total return potential in an environment where interest rates are rising, with a high level of current income as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Adelante REIT Growth and Income Trust (Series 7)

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The Trust seeks to provide investors with total return potential. Total return may include dividends, interest, capital appreciation and/or distributions. There is no guarantee that the investment objective of the Trust will be achieved.

Zacks GARP Composite 35 Trust (Series 6)

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income.

Tax Free Income Trust (Series 20)

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The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Defensive 50 Equities Trust (Series 4)

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The Trust seeks to provide total return potential in an environment where the stock market may experience a pullback in prices during the life of the Trust. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Argus Dividend Growers Total Return Trust (Series 5)

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Sustainable Impact Investing Trust (Series 2)

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The Trust seeks to provide total return potential by investing in the stocks of companies that meet the Trust’s investment criteria including, but not limited to, environmental, social and governance factors. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Dynamic Sector Income Trust (Series 12)

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The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Defensive 50 Equities Trust (Series 3)

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The Trust seeks to provide total return potential in an environment where the stock market may experience a pullback in prices during the life of the Trust. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Sustainable Impact Investing Trust (Series 1)

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The Trust seeks to provide total return potential by investing in the stocks of companies that meet the Trust’s investment criteria including, but not limited to, environmental, social and governance factors. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Tax-Advantaged Growth & Income Trust (Series 7)

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The Trust seeks to provide investors with the possibility of a high level of total after-tax return, with an emphasis on income that is exempt from regular federal income tax or that qualifies for federal income taxation at long-term capital gains rates (“tax-advantaged income”) while also offering the potential for capital appreciation. There is no guarantee that the investment objective of the Trust will be achieved.

Zacks GARP Composite 35 Trust (Series 5)

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income.

Argus Dividend Growers Total Return Trust (Series 4)

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Defensive 50 Equities Trust (Series 2)

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The Trust seeks to provide total return potential in an environment where the stock market may experience a pullback in prices during the life of the Trust. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Adelante REIT Growth and Income Trust (Series 6)

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The Trust seeks to provide investors with total return potential. Total return may include dividends, interest, capital appreciation and/or distributions. There is no guarantee that the investment objective of the Trust will be achieved.

Tax Free Income Trust (Series 19)

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The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Dynamic Sector Income Trust (Series 11)

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The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Rising Interest Rates Hedge Trust (Series 4)

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The Trust seeks to provide investors with total return potential in an environment where interest rates are rising, with a high level of current income as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Zacks GARP Composite 35 Trust (Series 4)

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income.

Argus Select 30 Equity Total Return Trust (Series 3)

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Tax-Advantaged Growth & Income Trust (Series 6)

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The Trust seeks to provide investors with the possibility of a high level of total after-tax return, with an emphasis on income that is exempt from regular federal income tax or that qualifies for federal income taxation at long-term capital gains rates (“tax-advantaged income”) while also offering the potential for capital appreciation. There is no guarantee that the investment objective of the Trust will be achieved.

Defensive 50 Equities Trust (Series 1)

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The Trust seeks to provide total return potential in an environment where the stock market may experience a pullback in prices during the life of the Trust. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Tax-Advantaged Growth & Income (Series 5)

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The Trust seeks to provide investors with the possibility of a high level of total after-tax return, with an emphasis on income that is exempt from regular federal income tax or that qualifies for federal income taxation at long-term capital gains rates (“tax-advantaged income”) while also offering the potential for capital appreciation. There is no guarantee that the investment objective of the Trust will be achieved.

Zacks GARP Composite 35 Trust (Series 3)

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income.

Argus Select 30 Equity Total Return Trust (Series 2)

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Zacks GARP Composite 35 Trust (Series 2)

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income.

Argus Select 30 Equity Total Return Trust (Series 1)

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Zacks GARP Composite 35 Trust (Series 1)

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income.

Enhanced Value II Trust (Series 11)

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The Trust seeks to provide a high level of income and total return potential. There is no guarantee that the investment objective of the Trust will be achieved.

Adelante REIT Growth and Income Trust (Series 5)

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The Trust seeks to provide investors with total return potential. Total return may include dividends, interest, capital appreciation and/or distributions. There is no guarantee that the investment objective of the Trust will be achieved.

Tax Free Income Trust (Series 18)

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The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Dynamic Sector Income Trust (Series 10)

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The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Rising Interest Rates Hedge Trust (Series 3)

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The Trust seeks to provide investors with total return potential in an environment where interest rates are rising, with a high level of current income as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Adelante REIT Growth and Income Trust (Series 4)

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The Trust seeks to provide investors with total return potential. Total return may include dividends, interest, capital appreciation and/or distributions. There is no guarantee that the investment objective of the Trust will be achieved.

Tax Free Income Trust (Series 17)

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The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Dynamic Sector Income Trust (Series 9)

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The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Tax-Advantage Growth & Income (Series 4)

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The Trust seeks to provide investors with the possibility of a high level of total after-tax return, with an emphasis on income that is exempt from regular federal income tax or that qualifies for federal income taxation at long-term capital gains rates (“tax-advantaged income”) while also offering the potential for capital appreciation. There is no guarantee that the investment objective of the Trust will be achieved.

Tax Free Income Trust (Series 16)

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The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Dynamic Sector Income Trust (Series 8)

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The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Rising Interest Rates Hedge Trust (Series 2)

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The Trust seeks to provide investors with total return potential in an environment where interest rates are rising, with a high level of current income as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Tax-Free Income Trust (2010 Series D)

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The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Tax-Free Income Trust (2010 Series G)

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The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Index & Treasuries Trust (2005 Series A)

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The Trust seeks to achieve safety of capital through investment in stripped United States Treasury issued notes or bonds paying no current interest (“Treasury Obligations”) and to attempt to provide for capital appreciation through investment in exchange-traded funds that invest primarily in common stocks (“ETFs”). There is no guarantee that the investment objective of the Trust will be achieved.

Value Architects Disciplined Core (Series 2010 F)

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The Trust seeks to provide investors with the possibility of above- average total return (a total return that exceeds that of the S&P 500 index over the life of the Trust). The Portfolio Consultant sought securities whose historical, fundamental profitability metrics have generally been superior to industry peers. There is no guarantee that the investment objective of the Trust will be achieved.

Value Architects Equity Advantage Trust (Series 1)

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The Trust seeks to provide investors with the possibility of above- average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include dividends, interest, capital appreciation, and/or distributions. The Portfolio Consultant sought securities that generate free cash flow and generally meet the Portfolio Consultant’s guidelines for intrinsic value. There is no guarantee that the investment objective of the Trust will be achieved.

Enhanced Value II Trust (Series H)

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The Trust seeks to provide a high level of income and total return potential by combining asset allocation and equity securities into a unified strategy. There is no guarantee that the investment objective of the Trust will be achieved.

Value Architects Innovation Score Portfolio Trust (2011 Series B)

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The Trust seeks to provide investors with the possibility of above- average total return (a total return that exceeds that of the S&P 500 index over the life of the trust). the Portfolio Consultant sought to select securities whose historical, fundamental profitability metrics have generally been superior to industry peers or that possess significant amounts of intangible assets in the form of intellectual property. there is no guarantee that the investment objective of the trust will be achieved.

Tax Free Income Trust (2011 Series C)

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The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Value Architects Disciplined Core Portfolio Trust (2011 Series D)

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). The Portfolio Consultant sought securities whose historical, fundamental profitability metrics have generally been superior to industry peers. There is no guarantee that the investment objective of the Trust will be achieved.

Value Architects Disciplined Core Portfolio Trust (Series 5)

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The Trust seeks to provide investors with the possibility of above- average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include dividends, interest, capital appreciation, and/or distributions. The Portfolio Consultant sought securities whose historical, fundamental profitability metrics have generally been superior to industry peers. There is no guarantee that the investment objective of the Trust will be achieved.

Enhanced Value II Trust (Series E)

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The Trust seeks to provide a high level of income and total return potential by combining asset allocation and equity securities into a unified strategy. There is no guarantee that the investment objective of the Trust will be achieved.

Diversified Dividend Trust (Series F)

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The Trust seeks to provide investors with the possibility of capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Value Architects Innovation SCORE Portfolio Trust (Series 2)

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The Trust seeks to provide investors with the possibility of above- average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). The Portfolio Consultant sought to select securities whose historical, fundamental profitability metrics have generally been superior to industry peers or that possess significant amounts of intangible assets in the form of intellectual property. There is no guarantee that the investment objective of the Trust will be achieved.

Tax Free Income Trust (2011 Series H)

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The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Value Architects Disciplined Core Portfolio Trust (Series 6)

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The Trust seeks to provide investors with the possibility of above- average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include dividends, interest, capital appreciation, and/or distributions. The Portfolio Consultant sought securities whose historical, fundamental profitability metrics have generally been superior to industry peers. There is no guarantee that the investment objective of the Trust will be achieved.

Value Architects Disciplined Core Portfolio Trust (2011 Series I)

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). The Portfolio Consultant sought securities whose historical, fundamental profitability metrics have generally been superior to industry peers. There is no guarantee that the investment objective of the Trust will be achieved.

Dynamic Sector Income Trust (Series J)

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The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Enhanced Value II Trust (2011 Series K)

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The Trust seeks to provide a high level of income and total return potential by combining asset allocation and equity securities into a unified strategy. There is no guarantee that the investment objective of the Trust will be achieved.

Tax Free Income Trust (2011 Series L)

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The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

New York Municipal Closed-End Income Trust (2011 Series M)

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The Trust seeks to provide investors with income which is generally exempt from regular federal and New York income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Diversified Dividend Trust (Series 4)

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The Trust seeks to provide investors with the possibility of capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Dynamic Sector Income Trust (Series 2)

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The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Enhanced Value II Trust (Series 4)

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The Trust seeks to provide a high level of income and total return potential by combining asset allocation and equity securities into a unified strategy. There is no guarantee that the investment objective of the Trust will be achieved.

Tax-Advantaged Growth & Income Trust (Series 3)

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The Trust seeks to provide investors with the possibility of a high level of total after-tax return, with an emphasis on income that is exempt from regular federal income tax or that qualifies for federal income taxation at long-term capital gains rates (“tax-advantaged income”) while also offering the potential for capital appreciation. There is no guarantee that the investment objective of the Trust will be achieved.

Dynamic Sector Income Trust (Series 3)

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The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Enhanced Value II Trust (Series 5)

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The Trust seeks to provide a high level of income and total return potential by combining asset allocation and equity securities into a unified strategy. There is no guarantee that the investment objective of the Trust will be achieved.

Dynamic Sector Income Trust (Series 4)

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The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Dynamic Sector Income Trust (Series 5)

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The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Adelante REIT Growth and Income Trust (Series 1)

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The Trust seeks to provide investors with total return potential. Total return may include dividends, interest, capital appreciation and/or distributions. There is no guarantee that the investment objective of the Trust will be achieved.

Dynamic Sector Income Trust (Series 6)

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The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Adelante REIT Growth and Income Trust (Series 2)

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The Trust seeks to provide investors with total return potential. Total return may include dividends, interest, capital appreciation and/or distributions. There is no guarantee that the investment objective of the Trust will be achieved.

Tax Free Income Trust (Series 9)

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The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Tax Free Income Trust (Series 10)

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The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

New York Municipal Closed-End Income Trust (Series 2)

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The Trust seeks to provide investors with income which is generally exempt from regular federal and New York income tax. The possibility of capital growth is a secondary objective. There is
no guarantee that the investment objectives of the Trust will be achieved.

Tax Free Income Trust (Series 11)

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The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Tax Free Income Trust (Series 12)

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The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Tax Free Income Trust (Series 13)

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The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Tax Free Income Trust (Series 14)

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The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Tax Free Income Trust (Series 15)

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The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Value Architects Disciplined Core Portfolio Trust (Series 7)

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The Trust seeks to provide investors with the possibility of above- average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include dividends, interest, capital appreciation, and/or distributions. The Portfolio Consultant sought securities whose historical, fundamental profitability metrics have generally been superior to industry peers. There is no guarantee that the investment objective of the Trust will be achieved.

Rising Interest Rates Hedge Trust (Series 1)

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The Trust seeks to provide investors with total return potential in an environment where interest rates are rising, with a high level of current income as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Dynamic Sector Income Trust (Series 7)

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The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Adelante REIT Growth and Income Trust (Series 3)

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The Trust seeks to provide investors with total return potential. Total return may include dividends, interest, capital appreciation and/or distributions. There is no guarantee that the investment objective of the Trust will be achieved.