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Upcoming Trust Deposits
Previous Buffered Trusts
Previous Buffer and Premium Income 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% $10.2466 06/03/25 $12.09 20.91% 17.15% 19.85%
Vest 2-Year Large Cap Buffered 20, 16 11/25/24 11/25/26 SPY 20% $10.0511 06/03/25 $12.17 21.70% 17.92% 20.64%
Vest 2-Year Large Cap Buffered 20, 17 12/19/24 12/18/26 SPY 20% $10.1424 06/03/25 $12.33 23.31% 19.48% 22.24%
Vest 2-Year Large Cap Buffered 20, 18 01/23/25 01/22/27 SPY 20% $9.9643 06/03/25 $12.20 21.96% 18.17% 20.90%
Vest 2-Year Large Cap Buffered 20, 19 02/28/25 03/01/27 SPY 20% $10.1050 06/03/25 $12.16 21.56% 17.78% 20.50%
Vest 2-Year Large Cap Buffered 20, 20 03/28/25 03/29/27 SPY 20% $10.2127 06/03/25 $12.15 21.51% 17.73% 20.45%
Vest 2-Year Large Cap Buffered 20, 21 04/21/25 04/21/27 SPY 20% $10.5875 06/03/25 $12.41 24.05% 20.20% 22.97%
Vest 2-Year Large Cap Buffered 20, 22 05/15/25 05/14/27 SPY 20% $10.0325 06/03/25 $12.18 21.76% 17.97% 20.69%
Vest Enhanced Large Cap Buffered 15, 13 03/19/24 06/20/25 SPY 15% $11.2891 06/03/25 $11.38 13.77% 11.25% 12.77%
Vest Enhanced Large Cap Buffered 15, 14 04/18/24 07/21/25 SPY 15% $11.2494 06/03/25 $11.46 14.60% 12.06% 13.60%
Vest Enhanced Large Cap Buffered 15, 15 05/21/24 08/21/25 SPY 15% $11.0466 06/03/25 $11.32 13.24% 10.73% 12.25%
Vest Enhanced Large Cap Buffered 15, 16 06/20/24 09/22/25 SPY 15% $10.7968 06/03/25 $11.32 13.20% 10.69% 12.21%
Vest Enhanced Large Cap Buffered 15, 17 07/18/24 10/17/25 SPY 15% $10.6608 06/03/25 $11.28 12.80% 10.30% 11.82%
Vest Enhanced Large Cap Buffered 15, 18 08/26/24 11/26/25 SPY 15% $10.4920 06/03/25 $11.17 11.75% 9.27% 10.77%
Vest Enhanced Large Cap Buffered 15, 19 09/23/24 12/23/25 SPY 15% $10.3819 06/03/25 $11.13 11.33% 8.86% 10.36%
Vest Enhanced Large Cap Buffered 15, 20 10/21/24 01/21/26 SPY 15% $10.2764 06/03/25 $11.17 11.70% 9.23% 10.73%
Vest Enhanced Large Cap Buffered 15, 21 11/18/24 02/18/26 SPY 15% $10.2402 06/03/25 $11.21 12.12% 9.64% 11.14%
Vest Enhanced Large Cap Buffered 15, 22 12/11/24 03/11/26 SPY 15% $10.0735 06/03/25 $11.19 11.92% 9.44% 10.95%
Vest Enhanced Large Cap Buffered 15, 23 01/21/25 04/21/26 SPY 15% $10.0450 06/03/25 $11.19 11.92% 9.45% 10.95%
Vest Enhanced Large Cap Buffered 15, 24 02/18/25 05/18/26 SPY 15% $9.9549 06/03/25 $11.19 11.94% 9.46% 10.97%
Vest Enhanced Large Cap Buffered 15, 25 03/20/25 06/22/26 SPY 15% $10.1768 06/03/25 $11.30 13.05% 10.54% 12.06%
Vest Enhanced Large Cap Buffered 15, 26 04/23/25 07/23/26 SPY 15% $10.2774 06/03/25 $11.45 14.50% 11.97% 13.50%
Vest Enhanced Large Cap Buffered 15, 27 05/28/25 08/28/26 SPY 15% $9.9485 06/03/25 $11.29 12.89% 10.39% 11.90%
Vest Large Cap Buffered 10, 58 03/15/24 06/16/25 SPY 10% $11.6799 06/03/25 $12.03 20.27% 17.61% 19.22%
Vest Large Cap Buffered 10, 59 04/01/24 07/01/25 SPY 10% $11.3411 06/03/25 $12.11 21.15% 18.46% 20.09%
Vest Large Cap Buffered 10, 60 04/16/24 07/16/25 SPY 10% $11.7141 06/03/25 $12.21 22.09% 19.38% 21.02%
Vest Large Cap Buffered 10, 61 04/30/24 07/30/25 SPY 10% $11.5801 06/03/25 $12.16 21.60% 18.90% 20.54%
Vest Large Cap Buffered 10, 62 05/15/24 08/18/25 SPY 10% $11.2566 06/03/25 $12.04 20.41% 17.74% 19.36%
Vest Large Cap Buffered 10, 63 05/30/24 08/29/25 SPY 10% $11.2661 06/03/25 $12.02 20.16% 17.50% 19.11%
Vest Large Cap Buffered 10, 64 06/07/24 09/08/25 SPY 10% $11.0879 06/03/25 $11.98 19.78% 17.13% 18.73%
Vest Large Cap Buffered 10, 65 07/01/24 10/01/25 SPY 10% $10.9311 06/03/25 $11.96 19.60% 16.95% 18.56%
Vest Large Cap Buffered 10, 66 07/26/24 10/27/25 SPY 10% $10.8854 06/03/25 $11.95 19.47% 16.83% 18.43%
Vest Large Cap Buffered 10, 67 08/07/24 11/07/25 SPY 10% $11.0105 06/03/25 $11.91 19.14% 16.50% 18.10%
Vest Large Cap Buffered 10, 68 08/30/24 12/02/25 SPY 10% $10.5691 06/03/25 $11.71 17.14% 14.55% 16.12%
Vest Large Cap Buffered 10, 69 09/17/24 12/17/25 SPY 10% $10.5037 06/03/25 $11.68 16.79% 14.21% 15.77%
Vest Large Cap Buffered 10, 70 10/03/24 01/02/26 SPY 10% $10.4526 06/03/25 $11.71 17.13% 14.54% 16.11%
Vest Large Cap Buffered 10, 71 11/04/24 02/04/26 SPY 10% $10.3972 06/03/25 $11.81 18.06% 15.45% 17.03%
Vest Large Cap Buffered 10, 72 11/27/24 02/27/26 SPY 10% $10.0137 06/03/25 $11.73 17.34% 14.74% 16.32%
Vest Large Cap Buffered 10, 73 12/27/24 03/27/26 SPY 10% $10.0274 06/03/25 $11.74 17.44% 14.84% 16.41%
Vest Large Cap Buffered 10, 74 02/03/25 05/04/26 SPY 10% $10.0486 06/03/25 $11.79 17.89% 15.28% 16.87%
Vest Large Cap Buffered 10, 75 02/26/25 05/26/26 SPY 10% $10.0073 06/03/25 $11.76 17.56% 14.96% 16.53%
Vest Large Cap Buffered 10, 76 03/24/25 06/24/26 SPY 10% $10.2183 06/03/25 $11.79 17.88% 15.27% 16.85%
Vest Large Cap Buffered 10, 77 04/14/25 07/14/26 SPY 10% $10.6393 06/03/25 $12.09 20.88% 18.21% 19.83%
Vest Large Cap Buffered 10, 78 04/29/25 07/30/26 SPY 10% $10.4446 06/03/25 $12.00 20.02% 17.36% 18.97%
Vest Large Cap Buffered 10, 79 05/09/25 08/10/26 SPY 10% $10.2921 06/03/25 $12.00 20.02% 17.36% 18.98%
Vest Large Cap Deep Buffered 20, 52 03/13/24 06/13/25 SPY 20% $11.4372 06/03/25 $11.54 15.43% 12.88% 14.43%
Vest Large Cap Deep Buffered 20, 53 03/27/24 06/27/25 SPY 20% $11.3192 06/03/25 $11.57 15.73% 13.16% 14.72%
Vest Large Cap Deep Buffered 20, 54 04/12/24 07/14/25 SPY 20% $11.3149 06/03/25 $11.60 16.04% 13.47% 15.03%
Vest Large Cap Deep Buffered 20, 55 04/26/24 07/25/25 SPY 20% $11.3269 06/03/25 $11.60 15.96% 13.40% 14.95%
Vest Large Cap Deep Buffered 20, 56 05/13/24 08/13/25 SPY 20% $11.1492 06/03/25 $11.54 15.44% 12.88% 14.43%
Vest Large Cap Deep Buffered 20, 57 05/28/24 08/28/25 SPY 20% $11.0304 06/03/25 $11.50 15.01% 12.46% 14.01%
Vest Large Cap Deep Buffered 20, 58 06/13/24 09/15/25 SPY 20% $10.8511 06/03/25 $11.48 14.77% 12.23% 13.77%
Vest Large Cap Deep Buffered 20, 59 06/27/24 09/29/25 SPY 20% $10.7772 06/03/25 $11.48 14.76% 12.21% 13.75%
Vest Large Cap Deep Buffered 20, 60 07/16/24 10/16/25 SPY 20% $10.6278 06/03/25 $11.43 14.35% 11.82% 13.35%
Vest Large Cap Deep Buffered 20, 61 07/30/24 10/30/25 SPY 20% $10.7054 06/03/25 $11.42 14.16% 11.63% 13.17%
Vest Large Cap Deep Buffered 20, 62 08/16/24 11/17/25 SPY 20% $10.5726 06/03/25 $11.28 12.79% 10.29% 11.80%
Vest Large Cap Deep Buffered 20, 63 08/28/24 12/01/25 SPY 20% $10.5448 06/03/25 $11.27 12.70% 10.20% 11.72%
Vest Large Cap Deep Buffered 20, 64 09/11/24 12/11/25 SPY 20% $10.5577 06/03/25 $11.24 12.40% 9.91% 11.42%
Vest Large Cap Deep Buffered 20, 65 09/25/24 12/29/25 SPY 20% $10.3435 06/03/25 $11.19 11.85% 9.38% 10.88%
Vest Large Cap Deep Buffered 20, 66 10/17/24 01/16/26 SPY 20% $10.2985 06/03/25 $11.26 12.62% 10.12% 11.63%
Vest Large Cap Deep Buffered 20, 67 10/31/24 01/30/26 SPY 20% $10.3210 06/03/25 $11.31 13.10% 10.59% 12.11%
Vest Large Cap Deep Buffered 20, 68 11/14/24 02/13/26 SPY 20% $10.1959 06/03/25 $11.34 13.40% 10.89% 12.41%
Vest Large Cap Deep Buffered 20, 69 12/03/24 03/03/26 SPY 20% $10.0584 06/03/25 $11.30 13.02% 10.51% 12.03%
Vest Large Cap Deep Buffered 20, 70 12/13/24 03/13/26 SPY 20% $10.0213 06/03/25 $11.31 13.12% 10.61% 12.13%
Vest Large Cap Deep Buffered 20, 71 12/23/24 03/23/26 SPY 20% $10.1461 06/03/25 $11.33 13.31% 10.80% 12.32%
Vest Large Cap Deep Buffered 20, 72 01/10/25 04/10/26 SPY 20% $10.1832 06/03/25 $11.32 13.23% 10.72% 12.24%
Vest Large Cap Deep Buffered 20, 73 01/30/25 04/30/26 SPY 20% $9.9901 06/03/25 $11.28 12.78% 10.29% 11.80%
Vest Large Cap Deep Buffered 20, 74 02/13/25 05/13/26 SPY 20% $9.9887 06/03/25 $11.31 13.11% 10.60% 12.12%
Vest Large Cap Deep Buffered 20, 75 03/04/25 06/04/26 SPY 20% $10.1471 06/03/25 $11.31 13.09% 10.59% 12.11%
Vest Large Cap Deep Buffered 20, 76 03/12/25 06/12/26 SPY 20% $10.2623 06/03/25 $11.37 13.70% 11.18% 12.71%
Vest Large Cap Deep Buffered 20, 77 03/26/25 06/26/26 SPY 20% $10.1119 06/03/25 $11.27 12.75% 10.25% 11.77%
Vest Large Cap Deep Buffered 20, 78 04/07/25 07/07/26 SPY 20% $10.6374 06/03/25 $11.61 16.09% 13.52% 15.08%
Vest Large Cap Deep Buffered 20, 79 04/16/25 07/16/26 SPY 20% $10.3939 06/03/25 $11.48 14.84% 12.30% 13.84%
Vest Large Cap Deep Buffered 20, 80 05/01/25 07/31/26 SPY 20% $10.2070 06/03/25 $11.39 13.91% 11.39% 12.92%
Vest Large Cap Deep Buffered 20, 81 05/19/25 08/19/26 SPY 20% $10.0004 06/03/25 $11.35 13.50% 10.99% 12.51%
Vest Large Cap Deep Buffered 20, 82 05/30/25 08/31/26 SPY 20% $10.0601 06/03/25 $11.35 13.51% 10.99% 12.52%
Vest Large Cap Deep Buffered 30, 19 03/07/24 06/06/25 SPY 30% $11.3108 06/03/25 $11.31 13.11% 10.61% 12.12%
Vest Large Cap Deep Buffered 30, 20 03/21/24 06/23/25 SPY 30% $11.1883 06/03/25 $11.34 13.39% 10.88% 12.40%
Vest Large Cap Deep Buffered 30, 21 04/10/24 07/10/25 SPY 30% $11.2210 06/03/25 $11.43 14.25% 11.72% 13.26%
Vest Large Cap Deep Buffered 30, 22 05/02/24 08/04/25 SPY 30% $11.1673 06/03/25 $11.40 13.98% 11.46% 12.99%
Vest Large Cap Deep Buffered 30, 23 05/23/24 08/25/25 SPY 30% $10.9372 06/03/25 $11.34 13.42% 10.91% 12.43%
Vest Large Cap Deep Buffered 30, 24 06/17/24 09/17/25 SPY 30% $10.7770 06/03/25 $11.30 12.97% 10.46% 11.98%
Vest Large Cap Deep Buffered 30, 25 07/10/24 10/10/25 SPY 30% $10.6012 06/03/25 $11.27 12.71% 10.22% 11.73%
Vest Large Cap Deep Buffered 30, 26 07/24/24 10/24/25 SPY 30% $10.6344 06/03/25 $11.24 12.42% 9.93% 11.44%
Vest Large Cap Deep Buffered 30, 27 08/22/24 11/21/25 SPY 30% $10.4507 06/03/25 $11.10 11.00% 8.54% 10.03%
Vest Large Cap Deep Buffered 30, 28 09/19/24 12/19/25 SPY 30% $10.3373 06/03/25 $11.03 10.30% 7.86% 9.34%
Vest Large Cap Deep Buffered 30, 29 10/07/24 01/07/26 SPY 30% $10.3160 06/03/25 $11.06 10.62% 8.17% 9.66%
Vest Large Cap Deep Buffered 30, 30 10/23/24 01/23/26 SPY 30% $10.2416 06/03/25 $11.06 10.61% 8.16% 9.64%
Vest Large Cap Deep Buffered 30, 31 11/08/24 02/09/26 SPY 30% $10.1429 06/03/25 $11.08 10.82% 8.36% 9.85%
Vest Large Cap Deep Buffered 30, 32 12/05/24 03/05/26 SPY 30% $10.0535 06/03/25 $11.12 11.25% 8.78% 10.28%
Vest Large Cap Deep Buffered 30, 33 01/03/25 04/02/26 SPY 30% $10.1296 06/03/25 $11.10 11.02% 8.56% 10.05%
Vest Large Cap Deep Buffered 30, 34 01/27/25 04/27/26 SPY 30% $10.0573 06/03/25 $11.08 10.82% 8.37% 9.85%
Vest Large Cap Deep Buffered 30, 35 02/20/25 05/20/26 SPY 30% $9.9712 06/03/25 $11.11 11.10% 8.64% 10.13%
Vest Large Cap Deep Buffered 30, 36 03/14/25 06/15/26 SPY 30% $10.1960 06/03/25 $11.12 11.23% 8.77% 10.26%
Vest Large Cap Deep Buffered 30, 37 04/03/25 07/02/26 SPY 30% $10.1722 06/03/25 $11.08 10.81% 8.36% 9.85%
Vest Large Cap Deep Buffered 30, 38 05/05/25 08/05/26 SPY 30% $10.1246 06/03/25 $11.14 11.42% 8.95% 10.45%
Vest Large Cap Deep Buffered 30, 39 05/21/25 08/21/26 SPY 30% $9.9863 06/03/25 $11.11 11.11% 8.65% 10.14%
Vest Nasdaq 100 Buffered 10, 10 09/13/24 12/12/25 QQQ 10% $10.8675 06/03/25 $12.13 21.30% 18.62% 20.25%
Vest Nasdaq 100 Buffered 10, 11 10/25/24 01/26/26 QQQ 10% $10.5255 06/03/25 $12.14 21.41% 18.72% 20.35%
Vest Nasdaq 100 Buffered 10, 12 11/12/24 02/12/26 QQQ 10% $10.3066 06/03/25 $12.21 22.11% 19.41% 21.04%
Vest Nasdaq 100 Buffered 10, 13 12/31/24 03/31/26 QQQ 10% $10.2105 06/03/25 $12.21 22.06% 19.35% 20.99%
Vest Nasdaq 100 Buffered 10, 14 01/14/25 04/14/26 QQQ 10% $10.2784 06/03/25 $12.25 22.51% 19.79% 21.44%
Vest Nasdaq 100 Buffered 10, 15 02/24/25 05/22/26 QQQ 10% $10.0015 06/03/25 $12.14 21.35% 18.67% 20.30%
Vest Nasdaq 100 Buffered 10, 16 03/18/25 06/18/26 QQQ 10% $10.5488 06/03/25 $12.29 22.90% 20.18% 21.83%
Vest Nasdaq 100 Buffered 10, 17 04/25/25 07/24/26 QQQ 10% $10.6434 06/03/25 $12.42 24.20% 21.45% 23.12%
Vest Nasdaq 100 Buffered 10, 18 05/23/25 08/24/26 QQQ 10% $10.1678 06/03/25 $12.35 23.52% 20.79% 22.44%
Vest Nasdaq 100 Buffered 10, 4 03/25/24 06/25/25 QQQ 10% $11.8180 06/03/25 $12.49 24.91% 22.14% 23.82%
Vest Nasdaq 100 Buffered 10, 5 04/23/24 07/23/25 QQQ 10% $12.1566 06/03/25 $12.57 25.67% 22.89% 24.58%
Vest Nasdaq 100 Buffered 10, 6 05/17/24 08/19/25 QQQ 10% $11.5068 06/03/25 $12.43 24.27% 21.52% 23.19%
Vest Nasdaq 100 Buffered 10, 7 06/11/24 09/11/25 QQQ 10% $11.2631 06/03/25 $12.40 24.00% 21.26% 22.92%
Vest Nasdaq 100 Buffered 10, 8 07/05/24 10/06/25 QQQ 10% $10.7875 06/03/25 $12.36 23.56% 20.83% 22.48%
Vest Nasdaq 100 Buffered 10, 9 08/01/24 11/03/25 QQQ 10% $11.0507 06/03/25 $12.31 23.09% 20.36% 22.01%
Vest Nasdaq 100 Buffered 20, 10 05/08/24 08/08/25 QQQ 20% $11.4040 06/03/25 $11.80 17.97% 15.36% 16.95%
Vest Nasdaq 100 Buffered 20, 11 06/05/24 09/05/25 QQQ 20% $11.1327 06/03/25 $11.74 17.44% 14.84% 16.41%
Vest Nasdaq 100 Buffered 20, 12 07/22/24 10/22/25 QQQ 20% $10.8414 06/03/25 $11.71 17.07% 14.48% 16.05%
Vest Nasdaq 100 Buffered 20, 13 08/09/24 11/10/25 QQQ 20% $10.9992 06/03/25 $11.69 16.87% 14.28% 15.85%
Vest Nasdaq 100 Buffered 20, 14 09/05/24 12/05/25 QQQ 20% $10.7898 06/03/25 $11.56 15.63% 13.07% 14.62%
Vest Nasdaq 100 Buffered 20, 15 10/15/24 01/15/26 QQQ 20% $10.4653 06/03/25 $11.58 15.79% 13.22% 14.78%
Vest Nasdaq 100 Buffered 20, 16 11/21/24 02/20/26 QQQ 20% $10.4406 06/03/25 $11.58 15.81% 13.24% 14.80%
Vest Nasdaq 100 Buffered 20, 17 12/17/24 03/17/26 QQQ 20% $10.0614 06/03/25 $11.60 16.03% 13.46% 15.02%
Vest Nasdaq 100 Buffered 20, 18 01/16/25 04/16/26 QQQ 20% $10.1493 06/03/25 $11.55 15.50% 12.94% 14.49%
Vest Nasdaq 100 Buffered 20, 19 02/07/25 05/07/26 QQQ 20% $10.0172 06/03/25 $11.53 15.26% 12.70% 14.25%
Vest Nasdaq 100 Buffered 20, 20 03/10/25 06/10/26 QQQ 20% $10.3283 06/03/25 $11.62 16.21% 13.64% 15.20%
Vest Nasdaq 100 Buffered 20, 21 04/10/25 07/10/26 QQQ 20% $10.4820 06/03/25 $11.69 16.92% 14.33% 15.90%
Vest Nasdaq 100 Buffered 20, 22 05/13/25 08/13/26 QQQ 20% $10.1318 06/03/25 $11.60 16.02% 13.45% 15.01%
Vest Nasdaq 100 Buffered 20, 8 03/11/24 06/11/25 QQQ 20% $11.6662 06/03/25 $11.76 17.61% 15.01% 16.59%
Vest Nasdaq 100 Buffered 20, 9 04/05/24 07/07/25 QQQ 20% $11.6209 06/03/25 $11.80 18.05% 15.43% 17.02%
Vest Small Cap Buffered 20, 1 08/13/24 11/13/25 IWM 20% $10.3220 06/03/25 $11.80 18.04% 15.42% 17.01%
Vest Small Cap Buffered 20, 10 05/07/25 08/07/26 IWM 20% $10.1566 06/03/25 $11.89 18.91% 16.28% 17.88%
Vest Small Cap Buffered 20, 2 09/09/24 12/09/25 IWM 20% $10.2556 06/03/25 $11.79 17.89% 15.28% 16.87%
Vest Small Cap Buffered 20, 3 10/10/24 01/09/26 IWM 20% $10.0498 06/03/25 $11.79 17.87% 15.26% 16.84%
Vest Small Cap Buffered 20, 4 11/06/24 02/06/26 IWM 20% $9.6497 06/03/25 $11.73 17.29% 14.69% 16.26%
Vest Small Cap Buffered 20, 5 12/09/24 03/09/26 IWM 20% $9.5018 06/03/25 $11.79 17.91% 15.30% 16.89%
Vest Small Cap Buffered 20, 6 01/07/25 04/07/26 IWM 20% $9.7348 06/03/25 $11.78 17.80% 15.19% 16.77%
Vest Small Cap Buffered 20, 7 02/11/25 05/11/26 IWM 20% $9.6737 06/03/25 $11.74 17.40% 14.80% 16.38%
Vest Small Cap Buffered 20, 8 03/06/25 06/08/26 IWM 20% $10.0665 06/03/25 $11.74 17.40% 14.80% 16.38%
Vest Small Cap Buffered 20, 9 04/01/25 07/01/26 IWM 20% $10.1842 06/03/25 $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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