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Previous Target Outcome UITs®

Buffer & Premium Income Trusts

								Which represents a percentage distribution of:
Trust Name	Initial Offer Date	Termination Date	Reference Asset	Approx. Buffer Level^1,2	Net Asset Value³	Price Date	Target Distribution⁴	Gross	Standard Accounts	Fee Accounts
Vest Large Cap Buffer & Premium Income, 2	03/05/24	06/05/25	SPY	10%	$10.0798	06/03/25	$0.86	8.57%	6.16%	7.62%
Vest Large Cap Buffer & Premium Income, 3	04/03/24	07/02/25	SPY	10%	$10.0265	06/03/25	$0.88	8.76%	6.35%	7.81%

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 Trust^SM, 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 The buffer is a fixed level that is calculated in relation to the price of the reference asset as of the time 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 Target distribution is a fixed level that is calculated in relation to the premiums paid by the underlying U.S. Treasuries at the time of purchase. The figures listed reflect the total target distribution over the term of the trust and are dependent on unit holders purchasing units at a price equal to the initial NAV and holding them until the trust's termination date.

Investors will not participate in any positive price movements of the reference asset above its price level on the initial date of deposit and will be subject to losses below the buffer level. The trust's ability to provide a consistent distribution rate 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. There is no guarantee that the trust's targeted distribution rate will be achieved.

The Target Outcome registered trademarks are registered trademarks of Vest Financial LLC.