RSSX – Return Stacked US Stks &Gold/BitcoinETF – ETF Investment Strategy

Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, in (a) the U.S. Equity strategy and (b) the Gold/Bitcoin strategy. The fund manager will target a 100% exposure to each of its U.S. Equity strategy and its Gold/Bitcoin strategy. 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
RSSX	Return Stacked U.S. Stocks & Gold/Bitcoin ETF	ETF	Open	—	—	May 29, 2025	$123.27M	0.670%	—	—	$79.92M

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Return Stacked U.S. Stocks & Gold/Bitcoin ETF RSSX Strategy

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