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Upcoming Trust Deposits
Previous Buffered Trusts
Previous Target Outcome UITs®
  Buffered Trusts
Which represents a percentage capped return of:
Trust Name Ascending sort Initial Offer Date Termination Date Reference
Asset 		Approx. Buffer
Level1,2 		Net Asset
Value3 		Price
Date 		Capped
Return2,4 		Gross Standard Accounts Fee Accounts
Vest 2-Year Large Cap Buffered 20, 15 10/29/24 10/29/26 SPY 20% $10.6194 07/24/25 $12.09 20.91% 17.15% 19.85%
Vest 2-Year Large Cap Buffered 20, 16 11/25/24 11/25/26 SPY 20% $10.4652 07/24/25 $12.17 21.70% 17.92% 20.64%
Vest 2-Year Large Cap Buffered 20, 17 12/19/24 12/18/26 SPY 20% $10.5652 07/24/25 $12.33 23.31% 19.48% 22.24%
Vest 2-Year Large Cap Buffered 20, 18 01/23/25 01/22/27 SPY 20% $10.3628 07/24/25 $12.20 21.96% 18.17% 20.90%
Vest 2-Year Large Cap Buffered 20, 19 02/28/25 03/01/27 SPY 20% $10.4724 07/24/25 $12.16 21.56% 17.78% 20.50%
Vest 2-Year Large Cap Buffered 20, 20 03/28/25 03/29/27 SPY 20% $10.5490 07/24/25 $12.15 21.51% 17.73% 20.45%
Vest 2-Year Large Cap Buffered 20, 21 04/21/25 04/21/27 SPY 20% $10.8722 07/24/25 $12.41 24.05% 20.20% 22.97%
Vest 2-Year Large Cap Buffered 20, 22 05/15/25 05/14/27 SPY 20% $10.3926 07/24/25 $12.18 21.76% 17.97% 20.69%
Vest 2-Year Large Cap Buffered 20, 23 06/13/25 06/14/27 SPY 20% $10.2634 07/24/25 $12.15 21.47% 17.70% 20.41%
Vest Enhanced Large Cap Buffered 15, 15 05/21/24 08/21/25 SPY 15% $11.2094 07/24/25 $11.32 13.24% 10.73% 12.25%
Vest Enhanced Large Cap Buffered 15, 16 06/20/24 09/22/25 SPY 15% $11.0833 07/24/25 $11.32 13.20% 10.69% 12.21%
Vest Enhanced Large Cap Buffered 15, 17 07/18/24 10/17/25 SPY 15% $10.9577 07/24/25 $11.28 12.80% 10.30% 11.82%
Vest Enhanced Large Cap Buffered 15, 18 08/26/24 11/26/25 SPY 15% $10.7174 07/24/25 $11.17 11.75% 9.27% 10.77%
Vest Enhanced Large Cap Buffered 15, 19 09/23/24 12/23/25 SPY 15% $10.6512 07/24/25 $11.13 11.33% 8.86% 10.36%
Vest Enhanced Large Cap Buffered 15, 20 10/21/24 01/21/26 SPY 15% $10.5922 07/24/25 $11.17 11.70% 9.23% 10.73%
Vest Enhanced Large Cap Buffered 15, 21 11/18/24 02/18/26 SPY 15% $10.5575 07/24/25 $11.21 12.12% 9.64% 11.14%
Vest Enhanced Large Cap Buffered 15, 22 12/11/24 03/11/26 SPY 15% $10.4303 07/24/25 $11.19 11.92% 9.44% 10.95%
Vest Enhanced Large Cap Buffered 15, 23 01/21/25 04/21/26 SPY 15% $10.3704 07/24/25 $11.19 11.92% 9.45% 10.95%
Vest Enhanced Large Cap Buffered 15, 24 02/18/25 05/18/26 SPY 15% $10.2851 07/24/25 $11.19 11.94% 9.46% 10.97%
Vest Enhanced Large Cap Buffered 15, 25 03/20/25 06/22/26 SPY 15% $10.4238 07/24/25 $11.30 13.05% 10.54% 12.06%
Vest Enhanced Large Cap Buffered 15, 26 04/23/25 07/23/26 SPY 15% $10.5023 07/24/25 $11.45 14.50% 11.97% 13.50%
Vest Enhanced Large Cap Buffered 15, 27 05/28/25 08/28/26 SPY 15% $10.1854 07/24/25 $11.29 12.89% 10.39% 11.90%
Vest Enhanced Large Cap Buffered 15, 28 06/26/25 09/25/26 SPY 15% $10.0264 07/24/25 $11.20 12.02% 9.54% 11.05%
Vest Large Cap Buffered 10, 61 04/30/24 07/30/25 SPY 10% $12.1261 07/24/25 $12.16 21.60% 18.90% 20.54%
Vest Large Cap Buffered 10, 62 05/15/24 08/18/25 SPY 10% $11.8617 07/24/25 $12.04 20.41% 17.74% 19.36%
Vest Large Cap Buffered 10, 63 05/30/24 08/29/25 SPY 10% $11.8108 07/24/25 $12.02 20.16% 17.50% 19.11%
Vest Large Cap Buffered 10, 64 06/07/24 09/08/25 SPY 10% $11.6747 07/24/25 $11.98 19.78% 17.13% 18.73%
Vest Large Cap Buffered 10, 65 07/01/24 10/01/25 SPY 10% $11.4868 07/24/25 $11.96 19.60% 16.95% 18.56%
Vest Large Cap Buffered 10, 66 07/26/24 10/27/25 SPY 10% $11.4299 07/24/25 $11.95 19.47% 16.83% 18.43%
Vest Large Cap Buffered 10, 67 08/07/24 11/07/25 SPY 10% $11.4277 07/24/25 $11.91 19.14% 16.50% 18.10%
Vest Large Cap Buffered 10, 68 08/30/24 12/02/25 SPY 10% $11.0324 07/24/25 $11.71 17.14% 14.55% 16.12%
Vest Large Cap Buffered 10, 69 09/17/24 12/17/25 SPY 10% $10.9886 07/24/25 $11.68 16.79% 14.21% 15.77%
Vest Large Cap Buffered 10, 70 10/03/24 01/02/26 SPY 10% $10.9410 07/24/25 $11.71 17.13% 14.54% 16.11%
Vest Large Cap Buffered 10, 71 11/04/24 02/04/26 SPY 10% $10.8885 07/24/25 $11.81 18.06% 15.45% 17.03%
Vest Large Cap Buffered 10, 72 11/27/24 02/27/26 SPY 10% $10.5122 07/24/25 $11.73 17.34% 14.74% 16.32%
Vest Large Cap Buffered 10, 73 12/27/24 03/27/26 SPY 10% $10.5153 07/24/25 $11.74 17.44% 14.84% 16.41%
Vest Large Cap Buffered 10, 74 02/03/25 05/04/26 SPY 10% $10.5256 07/24/25 $11.79 17.89% 15.28% 16.87%
Vest Large Cap Buffered 10, 75 02/26/25 05/26/26 SPY 10% $10.4728 07/24/25 $11.76 17.56% 14.96% 16.53%
Vest Large Cap Buffered 10, 76 03/24/25 06/24/26 SPY 10% $10.6388 07/24/25 $11.79 17.88% 15.27% 16.85%
Vest Large Cap Buffered 10, 77 04/14/25 07/14/26 SPY 10% $11.0225 07/24/25 $12.09 20.88% 18.21% 19.83%
Vest Large Cap Buffered 10, 78 04/29/25 07/30/26 SPY 10% $10.8414 07/24/25 $12.00 20.02% 17.36% 18.97%
Vest Large Cap Buffered 10, 79 05/09/25 08/10/26 SPY 10% $10.6912 07/24/25 $12.00 20.02% 17.36% 18.98%
Vest Large Cap Buffered 10, 80 06/03/25 09/03/26 SPY 10% $10.3852 07/24/25 $11.85 18.46% 15.83% 17.42%
Vest Large Cap Buffered 10, 81 06/24/25 09/24/26 SPY 10% $10.2254 07/24/25 $11.80 18.01% 15.40% 16.98%
Vest Large Cap Buffered 10, 82 07/10/25 10/09/26 SPY 10% $10.0493 07/24/25 $11.81 18.10% 15.48% 17.07%
Vest Large Cap Buffered 10, 83 07/22/25 10/22/26 SPY 10% $9.9863 07/24/25 $11.81 18.08% 15.46% 17.05%
Vest Large Cap Deep Buffered 20, 56 05/13/24 08/13/25 SPY 20% $11.5190 07/24/25 $11.54 15.44% 12.88% 14.43%
Vest Large Cap Deep Buffered 20, 57 05/28/24 08/28/25 SPY 20% $11.3858 07/24/25 $11.50 15.01% 12.46% 14.01%
Vest Large Cap Deep Buffered 20, 58 06/13/24 09/15/25 SPY 20% $11.2747 07/24/25 $11.48 14.77% 12.23% 13.77%
Vest Large Cap Deep Buffered 20, 59 06/27/24 09/29/25 SPY 20% $11.2084 07/24/25 $11.48 14.76% 12.21% 13.75%
Vest Large Cap Deep Buffered 20, 60 07/16/24 10/16/25 SPY 20% $11.0260 07/24/25 $11.43 14.35% 11.82% 13.35%
Vest Large Cap Deep Buffered 20, 61 07/30/24 10/30/25 SPY 20% $11.0709 07/24/25 $11.42 14.16% 11.63% 13.17%
Vest Large Cap Deep Buffered 20, 62 08/16/24 11/17/25 SPY 20% $10.8637 07/24/25 $11.28 12.79% 10.29% 11.80%
Vest Large Cap Deep Buffered 20, 63 08/28/24 12/01/25 SPY 20% $10.7975 07/24/25 $11.27 12.70% 10.20% 11.72%
Vest Large Cap Deep Buffered 20, 64 09/11/24 12/11/25 SPY 20% $10.8331 07/24/25 $11.24 12.40% 9.91% 11.42%
Vest Large Cap Deep Buffered 20, 65 09/25/24 12/29/25 SPY 20% $10.6710 07/24/25 $11.19 11.85% 9.38% 10.88%
Vest Large Cap Deep Buffered 20, 66 10/17/24 01/16/26 SPY 20% $10.6101 07/24/25 $11.26 12.62% 10.12% 11.63%
Vest Large Cap Deep Buffered 20, 67 10/31/24 01/30/26 SPY 20% $10.6681 07/24/25 $11.31 13.10% 10.59% 12.11%
Vest Large Cap Deep Buffered 20, 68 11/14/24 02/13/26 SPY 20% $10.5238 07/24/25 $11.34 13.40% 10.89% 12.41%
Vest Large Cap Deep Buffered 20, 69 12/03/24 03/03/26 SPY 20% $10.4315 07/24/25 $11.30 13.02% 10.51% 12.03%
Vest Large Cap Deep Buffered 20, 70 12/13/24 03/13/26 SPY 20% $10.4417 07/24/25 $11.31 13.12% 10.61% 12.13%
Vest Large Cap Deep Buffered 20, 71 12/23/24 03/23/26 SPY 20% $10.5005 07/24/25 $11.33 13.31% 10.80% 12.32%
Vest Large Cap Deep Buffered 20, 72 01/10/25 04/10/26 SPY 20% $10.5139 07/24/25 $11.32 13.23% 10.72% 12.24%
Vest Large Cap Deep Buffered 20, 73 01/30/25 04/30/26 SPY 20% $10.3361 07/24/25 $11.28 12.78% 10.29% 11.80%
Vest Large Cap Deep Buffered 20, 74 02/13/25 05/13/26 SPY 20% $10.3879 07/24/25 $11.31 13.11% 10.60% 12.12%
Vest Large Cap Deep Buffered 20, 75 03/04/25 06/04/26 SPY 20% $10.4491 07/24/25 $11.31 13.09% 10.59% 12.11%
Vest Large Cap Deep Buffered 20, 76 03/12/25 06/12/26 SPY 20% $10.5410 07/24/25 $11.37 13.70% 11.18% 12.71%
Vest Large Cap Deep Buffered 20, 77 03/26/25 06/26/26 SPY 20% $10.4004 07/24/25 $11.27 12.75% 10.25% 11.77%
Vest Large Cap Deep Buffered 20, 78 04/07/25 07/07/26 SPY 20% $10.8274 07/24/25 $11.61 16.09% 13.52% 15.08%
Vest Large Cap Deep Buffered 20, 79 04/16/25 07/16/26 SPY 20% $10.6280 07/24/25 $11.48 14.84% 12.30% 13.84%
Vest Large Cap Deep Buffered 20, 80 05/01/25 07/31/26 SPY 20% $10.5253 07/24/25 $11.39 13.91% 11.39% 12.92%
Vest Large Cap Deep Buffered 20, 81 05/19/25 08/19/26 SPY 20% $10.2837 07/24/25 $11.35 13.50% 10.99% 12.51%
Vest Large Cap Deep Buffered 20, 82 05/30/25 08/31/26 SPY 20% $10.2807 07/24/25 $11.35 13.51% 10.99% 12.52%
Vest Large Cap Deep Buffered 20, 83 06/09/25 09/09/26 SPY 20% $10.1957 07/24/25 $11.31 13.13% 10.63% 12.15%
Vest Large Cap Deep Buffered 20, 84 06/20/25 09/21/26 SPY 20% $10.1791 07/24/25 $11.32 13.16% 10.65% 12.17%
Vest Large Cap Deep Buffered 20, 85 07/07/25 10/07/26 SPY 20% $10.0153 07/24/25 $11.30 13.01% 10.50% 12.02%
Vest Large Cap Deep Buffered 20, 86 07/18/25 10/19/26 SPY 20% $9.9652 07/24/25 $11.29 12.88% 10.38% 11.89%
Vest Large Cap Deep Buffered 30, 22 05/02/24 08/04/25 SPY 30% $11.3614 07/24/25 $11.40 13.98% 11.46% 12.99%
Vest Large Cap Deep Buffered 30, 23 05/23/24 08/25/25 SPY 30% $11.2463 07/24/25 $11.34 13.42% 10.91% 12.43%
Vest Large Cap Deep Buffered 30, 24 06/17/24 09/17/25 SPY 30% $11.1230 07/24/25 $11.30 12.97% 10.46% 11.98%
Vest Large Cap Deep Buffered 30, 25 07/10/24 10/10/25 SPY 30% $10.9726 07/24/25 $11.27 12.71% 10.22% 11.73%
Vest Large Cap Deep Buffered 30, 26 07/24/24 10/24/25 SPY 30% $10.9466 07/24/25 $11.24 12.42% 9.93% 11.44%
Vest Large Cap Deep Buffered 30, 27 08/22/24 11/21/25 SPY 30% $10.6990 07/24/25 $11.10 11.00% 8.54% 10.03%
Vest Large Cap Deep Buffered 30, 28 09/19/24 12/19/25 SPY 30% $10.6020 07/24/25 $11.03 10.30% 7.86% 9.34%
Vest Large Cap Deep Buffered 30, 29 10/07/24 01/07/26 SPY 30% $10.6334 07/24/25 $11.06 10.62% 8.17% 9.66%
Vest Large Cap Deep Buffered 30, 30 10/23/24 01/23/26 SPY 30% $10.5204 07/24/25 $11.06 10.61% 8.16% 9.64%
Vest Large Cap Deep Buffered 30, 31 11/08/24 02/09/26 SPY 30% $10.4428 07/24/25 $11.08 10.82% 8.36% 9.85%
Vest Large Cap Deep Buffered 30, 32 12/05/24 03/05/26 SPY 30% $10.3623 07/24/25 $11.12 11.25% 8.78% 10.28%
Vest Large Cap Deep Buffered 30, 33 01/03/25 04/02/26 SPY 30% $10.4003 07/24/25 $11.10 11.02% 8.56% 10.05%
Vest Large Cap Deep Buffered 30, 34 01/27/25 04/27/26 SPY 30% $10.3250 07/24/25 $11.08 10.82% 8.37% 9.85%
Vest Large Cap Deep Buffered 30, 35 02/20/25 05/20/26 SPY 30% $10.2519 07/24/25 $11.11 11.10% 8.64% 10.13%
Vest Large Cap Deep Buffered 30, 36 03/14/25 06/15/26 SPY 30% $10.3978 07/24/25 $11.12 11.23% 8.77% 10.26%
Vest Large Cap Deep Buffered 30, 37 04/03/25 07/02/26 SPY 30% $10.3541 07/24/25 $11.08 10.81% 8.36% 9.85%
Vest Large Cap Deep Buffered 30, 38 05/05/25 08/05/26 SPY 30% $10.2944 07/24/25 $11.14 11.42% 8.95% 10.45%
Vest Large Cap Deep Buffered 30, 39 05/21/25 08/21/26 SPY 30% $10.1970 07/24/25 $11.11 11.11% 8.65% 10.14%
Vest Large Cap Deep Buffered 30, 40 06/11/25 09/11/26 SPY 30% $10.1179 07/24/25 $11.10 10.96% 8.50% 9.99%
Vest Large Cap Deep Buffered 30, 41 06/30/25 09/30/26 SPY 30% $10.0128 07/24/25 $11.04 10.41% 7.96% 9.45%
Vest Large Cap Deep Buffered 30, 42 07/16/25 10/16/26 SPY 30% $9.9888 07/24/25 $11.09 10.85% 8.39% 9.88%
Vest Nasdaq 100 Buffered 10, 10 09/13/24 12/12/25 QQQ 10% $11.3916 07/24/25 $12.13 21.30% 18.62% 20.25%
Vest Nasdaq 100 Buffered 10, 11 10/25/24 01/26/26 QQQ 10% $11.1115 07/24/25 $12.14 21.41% 18.72% 20.35%
Vest Nasdaq 100 Buffered 10, 12 11/12/24 02/12/26 QQQ 10% $10.8481 07/24/25 $12.21 22.11% 19.41% 21.04%
Vest Nasdaq 100 Buffered 10, 13 12/31/24 03/31/26 QQQ 10% $10.7570 07/24/25 $12.21 22.06% 19.35% 20.99%
Vest Nasdaq 100 Buffered 10, 14 01/14/25 04/14/26 QQQ 10% $10.8202 07/24/25 $12.25 22.51% 19.79% 21.44%
Vest Nasdaq 100 Buffered 10, 15 02/24/25 05/22/26 QQQ 10% $10.5361 07/24/25 $12.14 21.35% 18.67% 20.30%
Vest Nasdaq 100 Buffered 10, 16 03/18/25 06/18/26 QQQ 10% $11.0352 07/24/25 $12.29 22.90% 20.18% 21.83%
Vest Nasdaq 100 Buffered 10, 17 04/25/25 07/24/26 QQQ 10% $11.0957 07/24/25 $12.42 24.20% 21.45% 23.12%
Vest Nasdaq 100 Buffered 10, 18 05/23/25 08/24/26 QQQ 10% $10.6662 07/24/25 $12.35 23.52% 20.79% 22.44%
Vest Nasdaq 100 Buffered 10, 19 07/02/25 10/02/26 QQQ 10% $10.1475 07/24/25 $12.14 21.40% 18.71% 20.34%
Vest Nasdaq 100 Buffered 10, 6 05/17/24 08/19/25 QQQ 10% $12.1766 07/24/25 $12.43 24.27% 21.52% 23.19%
Vest Nasdaq 100 Buffered 10, 7 06/11/24 09/11/25 QQQ 10% $11.9347 07/24/25 $12.40 24.00% 21.26% 22.92%
Vest Nasdaq 100 Buffered 10, 8 07/05/24 10/06/25 QQQ 10% $11.3873 07/24/25 $12.36 23.56% 20.83% 22.48%
Vest Nasdaq 100 Buffered 10, 9 08/01/24 11/03/25 QQQ 10% $11.5808 07/24/25 $12.31 23.09% 20.36% 22.01%
Vest Nasdaq 100 Buffered 20, 10 05/08/24 08/08/25 QQQ 20% $11.7779 07/24/25 $11.80 17.97% 15.36% 16.95%
Vest Nasdaq 100 Buffered 20, 11 06/05/24 09/05/25 QQQ 20% $11.5493 07/24/25 $11.74 17.44% 14.84% 16.41%
Vest Nasdaq 100 Buffered 20, 12 07/22/24 10/22/25 QQQ 20% $11.2471 07/24/25 $11.71 17.07% 14.48% 16.05%
Vest Nasdaq 100 Buffered 20, 13 08/09/24 11/10/25 QQQ 20% $11.3154 07/24/25 $11.69 16.87% 14.28% 15.85%
Vest Nasdaq 100 Buffered 20, 14 09/05/24 12/05/25 QQQ 20% $11.1167 07/24/25 $11.56 15.63% 13.07% 14.62%
Vest Nasdaq 100 Buffered 20, 15 10/15/24 01/15/26 QQQ 20% $10.8582 07/24/25 $11.58 15.79% 13.22% 14.78%
Vest Nasdaq 100 Buffered 20, 16 11/21/24 02/20/26 QQQ 20% $10.7548 07/24/25 $11.58 15.81% 13.24% 14.80%
Vest Nasdaq 100 Buffered 20, 17 12/17/24 03/17/26 QQQ 20% $10.4666 07/24/25 $11.60 16.03% 13.46% 15.02%
Vest Nasdaq 100 Buffered 20, 18 01/16/25 04/16/26 QQQ 20% $10.5360 07/24/25 $11.55 15.50% 12.94% 14.49%
Vest Nasdaq 100 Buffered 20, 19 02/07/25 05/07/26 QQQ 20% $10.4024 07/24/25 $11.53 15.26% 12.70% 14.25%
Vest Nasdaq 100 Buffered 20, 20 03/10/25 06/10/26 QQQ 20% $10.6753 07/24/25 $11.62 16.21% 13.64% 15.20%
Vest Nasdaq 100 Buffered 20, 21 04/10/25 07/10/26 QQQ 20% $10.7824 07/24/25 $11.69 16.92% 14.33% 15.90%
Vest Nasdaq 100 Buffered 20, 22 05/13/25 08/13/26 QQQ 20% $10.4120 07/24/25 $11.60 16.02% 13.45% 15.01%
Vest Nasdaq 100 Buffered 20, 23 06/17/25 09/17/26 QQQ 20% $10.2320 07/24/25 $11.59 15.86% 13.29% 14.85%
Vest Nasdaq 100 Buffered 20, 24 07/14/25 10/14/26 QQQ 20% $10.0391 07/24/25 $11.53 15.25% 12.70% 14.24%
Vest Small Cap Buffered 20, 1 08/13/24 11/13/25 IWM 20% $10.6623 07/24/25 $11.80 18.04% 15.42% 17.01%
Vest Small Cap Buffered 20, 10 05/07/25 08/07/26 IWM 20% $10.4239 07/24/25 $11.89 18.91% 16.28% 17.88%
Vest Small Cap Buffered 20, 11 06/05/25 09/04/26 IWM 20% $10.1561 07/24/25 $11.72 17.20% 14.61% 16.18%
Vest Small Cap Buffered 20, 12 07/24/25 10/23/26 IWM 20% $10.0880 07/24/25 $11.79 17.92% 15.31% 16.89%
Vest Small Cap Buffered 20, 2 09/09/24 12/09/25 IWM 20% $10.5703 07/24/25 $11.79 17.89% 15.28% 16.87%
Vest Small Cap Buffered 20, 3 10/10/24 01/09/26 IWM 20% $10.3320 07/24/25 $11.79 17.87% 15.26% 16.84%
Vest Small Cap Buffered 20, 4 11/06/24 02/06/26 IWM 20% $9.8429 07/24/25 $11.73 17.29% 14.69% 16.26%
Vest Small Cap Buffered 20, 5 12/09/24 03/09/26 IWM 20% $9.6848 07/24/25 $11.79 17.91% 15.30% 16.89%
Vest Small Cap Buffered 20, 6 01/07/25 04/07/26 IWM 20% $9.9887 07/24/25 $11.78 17.80% 15.19% 16.77%
Vest Small Cap Buffered 20, 7 02/11/25 05/11/26 IWM 20% $9.9788 07/24/25 $11.74 17.40% 14.80% 16.38%
Vest Small Cap Buffered 20, 8 03/06/25 06/08/26 IWM 20% $10.3574 07/24/25 $11.74 17.40% 14.80% 16.38%
Vest Small Cap Buffered 20, 9 04/01/25 07/01/26 IWM 20% $10.4506 07/24/25 $11.82 18.16% 15.55% 17.13%
Definitions
SPY - SPDR® S&P 500® ETF Trust is an exchange-traded fund based on the S&P 500 Index, which is an unmanaged index of 500 companies used to measure large-cap U.S. stock market performance.
QQQ - Invesco QQQ TrustSM, Series 1 is an exchange-traded fund based on the Nasdaq-100 Index®, which is an unmanaged index that includes 100 of the largest domestic and international nonfinancial companies listed on the Nasdaq Stock Market based on market capitalization.
IWM - iShares Russell 2000 ETF is an exchange-traded fund based on the Russell 2000 Index which is composed of small-capitalization U.S. equities.
Footnotes
1 Buffer level does not account for sales charges, organization costs, or any additional fees and expenses that may be incurred.
2 Both the cap and buffer are fixed levels that are calculated in relation to the price of the underlying ETF as of the time of the FLEX Options are executed on the trust's initial date of deposit.
3 The Net Asset Value (NAV) represents the value per unit of a trust’s portfolio securities and other assets reduced by applicable deferred sales charges and other liabilities.
4 Based on the capped level/maximum gain (gross capped return) of the initial NAV of $10.00 per Unit on the date of deposit less the trust's fees and expenses.
A trust's ability to provide returns with a capped upside and defined downside protection is dependent on unit holders purchasing units at a price equal to the initial net asset value and holding them until the trust's termination date.
The Target Outcome registered trademarks are registered trademarks of Vest Financial LLC.
 
The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA, the Internal Revenue Code or any other regulatory framework. Financial professionals are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.
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