BESF – Bastion Energy ETF – ETF Investment Strategy

Strategy

The investment seeks to achieve long-term capital appreciation. The fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective by investing in U.S.-listed equity securities of companies engaged in energy-related industries. Under normal circumstances, at least 80% of the fund’s net assets, plus borrowings for investment purposes, will be invested in Energy Companies. 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
BESF	Bastion Energy ETF	ETF	Open	—	—	Jun 3, 2025	$32.53M	0.800%	—	—	$3.86M

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Bastion Energy ETF BESF Strategy

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