Domestic Equity3 Year Com posi te Perform ance (4/28/2017 - 4/30/2020)

Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR

BuyWrite

Capital Strength Buy-Write Portfolio First Trust Portfolios 15.59% 4.34%

Blue Chip Covered Call Portfolio Advisors Asset Management 8.21% 2.25%

Capital Appreciation

Ubiquitous Opportunities Portfolio Advisors Asset Management 79.02% 19.53%

Ubiquitous Strategy Portfolio Advisors Asset Management 77.18% 19.06%

Global Technology Leaders Portfolio Invesco Capital Markets 75.77% 19.27%

Technology Portfolio Guggenheim Funds Distributors 64.86% 16.72%

Technology Select Portfolio First Trust Portfolios 48.37% 12.89%

US Capital Strength Portfolio Guggenheim Funds Distributors 35.60% 10.28%

Multinational Titans Portfolio Guggenheim Funds Distributors 34.64% 10.40%

Health Care Select Portfolio First Trust Portfolios 34.24% 10.11%

Capital Strength Portfolio First Trust Portfolios 32.34% 8.94%

Biotechnology Portfolio First Trust Portfolios 32.21% 9.70%

Defensive

Defensive Equity Portfolio First Trust Portfolios 22.57% 7.09%

Defensive 50 Equities Hennion & Walsh 14.29% 5.28%

Growth at a Reasonable Price

Q-GARP Portfolio Advisors Asset Management 43.42% 11.48%

Sabrient Baker's Dozen Portfolio First Trust Portfolios -17.56% -6.99%

Zacks GARP Composite 35 Trust Hennion & Walsh -21.69% -8.54%

Sabrient Small Cap Growth Portfolio First Trust Portfolios -26.02% -10.31%

Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 4/30/2020

© 2020 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.

Domestic Equity3 Year Com posi te Perform ance (4/28/2017 - 4/30/2020) (Conti nued)

Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR

Income & Capital Appreciation

Blue Chip Growth Portfolio Guggenheim Funds Distributors 46.75% 12.85%

Technology Dividend Portfolio First Trust Portfolios 43.75% 12.31%

S&P Target 24 Portfolio First Trust Portfolios 41.69% 11.83%

Large-Cap Core Portfolio Guggenheim Funds Distributors 33.96% 9.74%

Diversified Dividend & Income Portfolio Guggenheim Funds Distributors 26.74% 8.17%

Dividend Ruler Portfolio Advisors Asset Management 26.35% 7.87%

Argus Dividend Growers Total Return Trust Hennion & Walsh 25.79% 7.93%

Select S&P Industrial Portfolio Invesco Capital Markets 25.32% 8.12%

The Dividend Income Value Strategy Portfolio Advisors Asset Management 24.76% 7.78%

Target Growth Portfolio First Trust Portfolios 23.98% 7.27%

Income - Dividend

Select DSIP Portfolio First Trust Portfolios 33.64% 10.12%

Bahl & Gaynor Income Growth Portfolio Advisors Asset Management 23.55% 7.19%

Dividend Sustainability Portfolio - A HIMCO Portfolio Advisors Asset Management 19.71% 6.06%

Preferred Opportunity Portfolio Invesco Capital Markets 8.63% 2.44%

Flaherty & Crumrine Preferred Portfolio Guggenheim Funds Distributors 8.62% 2.44%

Stonebridge Preferred Income Portfolio First Trust Portfolios 7.50% 2.14%

Preferreds Plus Trust Hennion & Walsh 7.10% 2.00%

Cohen & Steers Preferred Income Opportunities Portfolio Advisors Asset Management 5.97% 1.69%

US High Dividend Strategy Portfolio Guggenheim Funds Distributors 0.77% 0.23%

US SMID High Dividend Strategy Portfolio Guggenheim Funds Distributors -18.73% -7.13%

Low Volatility

US Low Volatility Strategy Portfolio Guggenheim Funds Distributors 23.58% 7.71%

Low Volatility Portfolio First Trust Portfolios 15.69% 5.35%

Minimum Volatility Equity Income Portfolio - A HIMCO Portfolio Advisors Asset Management 13.03% 4.23%

Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 4/30/2020

© 2020 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.

Domestic Equity3 Year Com posi te Perform ance (4/28/2017 - 4/30/2020) (Conti nued)

Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR

Manager Outlook

S&P PowerPicks Portfolio Invesco Capital Markets 10.69% 2.92%

Momentum

Dorsey Wright Relative Strength Top 50 First Trust Portfolios 33.88% 9.81%

Socially Responsible

Sustainable Impact Investing Trust Hennion & Walsh 34.21% 10.11%

Thematic

Cloud Computing Portfolio First Trust Portfolios 72.67% 18.34%

Technological Innovation Portfolio Guggenheim Funds Distributors 67.66% 17.50%

Innovative Technology Portfolio First Trust Portfolios 56.95% 14.89%

Cybersecurity Portfolio First Trust Portfolios 55.20% 15.43%

American Innovation Leaders Portfolio Invesco Capital Markets 41.28% 10.94%

Content Leaders Portfolio First Trust Portfolios 39.90% 10.49%

Content Leaders Opportunity Portfolio First Trust Portfolios 39.35% 10.32%

Bulldog Portfolio- A CJL LLC Portfolio Advisors Asset Management 36.83% 10.39%

American Infrastructure Growth Portfolio Invesco Capital Markets 29.71% 8.72%

Water Utility & Infrastructure Select Portfolio First Trust Portfolios 25.60% 8.29%

Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 4/30/2020

© 2020 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.

Domestic Equity5 Year Com posi te Perform ance (4/30/2015 - 4/30/2020)

Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR

BuyWrite

Capital Strength Buy-Write Portfolio First Trust Portfolios 31.77% 5.67%

Blue Chip Covered Call Portfolio Advisors Asset Management 17.22% 3.23%

Capital Appreciation

Ubiquitous Strategy Portfolio Advisors Asset Management 146.12% 19.74%

Global Technology Leaders Portfolio Invesco Capital Markets 110.02% 16.00%

Technology Portfolio Guggenheim Funds Distributors 108.93% 15.88%

Technology Select Portfolio First Trust Portfolios 90.02% 13.70%

Multinational Titans Portfolio Guggenheim Funds Distributors 57.12% 9.46%

Capital Strength Portfolio First Trust Portfolios 51.76% 8.70%

US Capital Strength Portfolio Guggenheim Funds Distributors 50.21% 8.48%

Core Holdings Growth Trust First Trust Portfolios 43.98% 7.56%

Peroni Growth Portfolio Advisors Asset Management 43.81% 7.54%

Strategic Foundations of Growth Portfolio Advisors Asset Management 42.18% 7.29%

Defensive

Defensive 50 Equities Hennion & Walsh 34.42% 6.10%

Defensive Equity Portfolio First Trust Portfolios 27.58% 4.99%

Growth at a Reasonable Price

Q-GARP Portfolio Advisors Asset Management 65.47% 10.60%

Sabrient Small Cap Growth Portfolio First Trust Portfolios -14.95% -3.19%

Sabrient Baker's Dozen Portfolio First Trust Portfolios -15.70% -3.36%

Zacks GARP Composite 35 Trust Hennion & Walsh -16.47% -3.53%

Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 4/30/2020

© 2020 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.

Domestic Equity5 Year Com posi te Perform ance (4/30/2015 - 4/30/2020) (Conti nued)

Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR

Income & Capital Appreciation

Technology Dividend Portfolio First Trust Portfolios 104.45% 15.38%

Blue Chip Growth Portfolio Guggenheim Funds Distributors 66.10% 10.68%

S&P Target 24 Portfolio First Trust Portfolios 61.72% 10.09%

Utility Income Portfolio Invesco Capital Markets 57.45% 9.50%

Utilities Portfolio - A HIMCO Portfolio Advisors Asset Management 51.80% 8.71%

Large-Cap Core Portfolio Guggenheim Funds Distributors 50.90% 8.58%

Select S&P Industrial Portfolio Invesco Capital Markets 50.31% 8.49%

The Dividend Income Value Strategy Portfolio Advisors Asset Management 49.37% 8.36%

Income Dividend Equity Allocation (IDEA) Portfolio First Trust Portfolios 49.16% 8.33%

Utilities Select Portfolio First Trust Portfolios 47.06% 8.02%

Income - Dividend

Select DSIP Portfolio First Trust Portfolios 50.99% 8.59%

Dividend Sustainability Portfolio - A HIMCO Portfolio Advisors Asset Management 44.61% 7.66%

US High Dividend Strategy Portfolio Guggenheim Funds Distributors 24.52% 4.48%

Preferred Opportunity Portfolio Invesco Capital Markets 21.58% 3.99%

Flaherty & Crumrine Preferred Portfolio Guggenheim Funds Distributors 20.95% 3.88%

Cohen & Steers Preferred Income Opportunities Portfolio Advisors Asset Management 17.43% 3.27%

US SMID High Dividend Strategy Portfolio Guggenheim Funds Distributors -9.52% -1.98%

US 50 Dividend Strategy Portfolio Guggenheim Funds Distributors -14.25% -3.03%

Low Volatility

Low Volatility Portfolio First Trust Portfolios 50.44% 8.51%

US Low Volatility Strategy Portfolio Guggenheim Funds Distributors 49.32% 8.35%

Manager Outlook

S&P PowerPicks Portfolio Invesco Capital Markets 12.25% 2.34%

Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 4/30/2020

© 2020 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.

Domestic Equity5 Year Com posi te Perform ance (4/30/2015 - 4/30/2020) (Conti nued)

Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR

Momentum

Dorsey Wright Relative Strength Top 50 First Trust Portfolios 47.66% 8.11%

Socially Responsible

Sustainable Impact Investing Trust Hennion & Walsh 45.42% 7.78%

Thematic

Cloud Computing Portfolio First Trust Portfolios 119.32% 17.01%

Technological Innovation Portfolio Guggenheim Funds Distributors 97.68% 14.60%

Innovative Technology Portfolio First Trust Portfolios 67.91% 10.92%

Bulldog Portfolio- A CJL LLC Portfolio Advisors Asset Management 57.00% 9.44%

Water Utility & Infrastructure Select Portfolio First Trust Portfolios 54.81% 9.13%

Cybersecurity Portfolio First Trust Portfolios 54.42% 9.08%

American Innovation Leaders Portfolio Invesco Capital Markets 53.66% 8.97%

American Infrastructure Growth Portfolio Invesco Capital Markets 40.78% 7.08%

Aerospace/Defense Opportunities Portfolio Advisors Asset Management 35.85% 6.32%

U.S. Revenue Portfolio First Trust Portfolios 35.84% 6.32%

Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 4/30/2020

© 2020 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.

Domestic Equity10 Year Com posi te Perform ance (4/30/2010 - 4/30/2020)

Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR

Capital Appreciation

Global Technology Leaders Portfolio Invesco Capital Markets 292.12% 14.64%

Technology Portfolio Guggenheim Funds Distributors 279.52% 14.27%

Health Care Portfolio Guggenheim Funds Distributors 270.10% 13.98%

Technology Select Portfolio First Trust Portfolios 253.80% 13.47%

Health Care Select Portfolio First Trust Portfolios 249.50% 13.33%

Health Care Opportunities Portfolio Advisors Asset Management 235.79% 12.88%

Automated Quantitative Analysis (AQA®) Portfolio First Trust Portfolios 197.40% 11.52%

Capital Strength Portfolio First Trust Portfolios 195.32% 11.44%

Dividend Sustainability Portfolio Invesco Capital Markets 170.93% 10.48%

SMid Capital Strength Portfolio First Trust Portfolios 166.00% 10.28%

Defensive

Defensive Equity Portfolio First Trust Portfolios 184.63% 11.03%

Income & Capital Appreciation

S&P Target 24 Portfolio First Trust Portfolios 258.78% 13.63%

The Dividend Income Value Strategy Portfolio Advisors Asset Management 206.17% 11.84%

Select S&P Industrial Portfolio Invesco Capital Markets 201.51% 11.67%

Select S&P Core Portfolio Invesco Capital Markets 197.69% 11.53%

Dow® Target 5 Portfolio First Trust Portfolios 186.65% 11.11%

Utility Income Portfolio Invesco Capital Markets 183.21% 10.97%

Dow® Target 10 Portfolio First Trust Portfolios 181.25% 10.89%

Select 10 Industrial Portfolio Invesco Capital Markets 178.24% 10.78%

Large-Cap Core Portfolio Guggenheim Funds Distributors 178.19% 10.77%

Dividend Strength Portfolio Guggenheim Funds Distributors 175.61% 10.67%

Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 4/30/2020

© 2020 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.

Domestic Equity10 Year Com posi te Perform ance (4/30/2010 - 4/30/2020) (Conti nued)

Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR

Income - Dividend

Select DSIP Portfolio First Trust Portfolios 185.45% 11.06%

Preferred Opportunity Portfolio Invesco Capital Markets 61.50% 4.91%

Flaherty & Crumrine Preferred Portfolio Guggenheim Funds Distributors 56.78% 4.60%

Cohen & Steers Preferred Income Opportunities Portfolio Advisors Asset Management 56.48% 4.58%

Manager Outlook

S&P PowerPicks Portfolio Invesco Capital Markets 119.05% 8.16%

Thematic

Water Utility & Infrastructure Select Portfolio First Trust Portfolios 147.47% 9.48%

Agri-Business Opportunities Portfolio Advisors Asset Management 66.32% 5.22%

Banking Opportunity Portfolio First Trust Portfolios 20.20% 1.86%

Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 4/30/2020

© 2020 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.

Global Equity3 Year Com posi te Perform ance (4/28/2017 - 4/30/2020)

Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR

Capital Appreciation

Global Technology Portfolio Advisors Asset Management 55.83% 14.88%

Market Strength Allocation Select Portfolio First Trust Portfolios 17.93% 5.31%

Dow Jones Global Titans Portfolio First Trust Portfolios 16.64% 5.03%

NDR Precious Metals & Miners Portfolio Guggenheim Funds Distributors 12.09% 4.50%

Global Dividend Sustainability Portfolio Invesco Capital Markets 11.87% 3.95%

Energy Select Portfolio First Trust Portfolios -37.04% -15.73%

Energy Opportunities Portfolio Advisors Asset Management -40.84% -17.33%

Income & Capital Appreciation

Global 45 Dividend Strategy Portfolio Invesco Capital Markets 5.97% 1.83%

Global High Dividend Portfolio Invesco Capital Markets 4.99% 1.66%

Target Diversified Global Allocation Portfolio First Trust Portfolios -4.73% -1.84%

Global Dividend Strategy Portfolio - A HIMCO Portfolio Advisors Asset Management -6.45% -2.17%

Target Dividend Blend Portfolio First Trust Portfolios -9.88% -4.00%

High Dividend Equity Allocation Portfolio First Trust Portfolios -10.54% -3.76%

Global Basic Materials Portfolio Advisors Asset Management -10.79% -3.78%

Richard Bernstein Advisors Global Dividend Kings® First Trust Portfolios -12.39% -4.86%

Global Target 15 Portfolio First Trust Portfolios -14.09% -4.84%

Target Global Dividend Leaders Portfolio First Trust Portfolios -20.97% -8.12%

Thematic

Global Water Portfolio Invesco Capital Markets 10.11% 3.34%

Global Inflation Growth Portfolio Advisors Asset Management 0.60% -0.25%

Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 4/30/2020

© 2020 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.

Global Equity5 Year Com posi te Perform ance (4/30/2015 - 4/30/2020)

Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR

Capital Appreciation

Global Technology Portfolio Advisors Asset Management 93.76% 14.14%

Market Strength Allocation Select Portfolio First Trust Portfolios 31.97% 5.70%

NDR Precious Metals & Miners Portfolio Guggenheim Funds Distributors 26.48% 4.81%

Dow Jones Global Titans Portfolio First Trust Portfolios 26.16% 4.76%

Global Dividend Sustainability Portfolio Invesco Capital Markets 19.56% 3.64%

Energy Select Portfolio First Trust Portfolios -47.66% -12.14%

Energy Opportunities Portfolio Advisors Asset Management -53.79% -14.31%

Income & Capital Appreciation

Global 45 Dividend Strategy Portfolio Invesco Capital Markets 18.07% 3.38%

Global High Dividend Portfolio Invesco Capital Markets 15.72% 2.96%

Target Diversified Global Allocation Portfolio First Trust Portfolios 5.32% 1.04%

Global Dividend Strategy Portfolio - A HIMCO Portfolio Advisors Asset Management 3.61% 0.71%

High Dividend Equity Allocation Portfolio First Trust Portfolios -0.40% -0.08%

Richard Bernstein Advisors Global Dividend Kings® First Trust Portfolios -2.00% -0.40%

Target Dividend Blend Portfolio First Trust Portfolios -4.08% -0.83%

Global Basic Materials Portfolio Advisors Asset Management -4.21% -0.86%

Target Global Dividend Leaders Portfolio First Trust Portfolios -20.28% -4.43%

Global Deep Value Dividend Portfolio First Trust Portfolios -20.42% -4.46%

Thematic

Global Water Portfolio Invesco Capital Markets 28.46% 5.14%

Global Inflation Growth Portfolio Advisors Asset Management 8.79% 1.70%

Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 4/30/2020

© 2020 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.

Global Equity10 Year Com posi te Perform ance (4/30/2010 - 4/30/2020)

Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR

Capital Appreciation

Global Technology Portfolio Advisors Asset Management 254.71% 13.50%

Energy Select Portfolio First Trust Portfolios -36.21% -4.40%

Energy Opportunities Portfolio Advisors Asset Management -48.67% -6.45%

Income & Capital Appreciation

Global 45 Dividend Strategy Portfolio Invesco Capital Markets 105.48% 7.47%

Global Target 15 Portfolio First Trust Portfolios 40.23% 3.44%

Global Basic Materials Portfolio Advisors Asset Management 21.23% 1.94%

Energy Portfolio Invesco Capital Markets -30.50% -3.57%

Thematic

Global Water Portfolio Invesco Capital Markets 96.58% 6.99%

Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 4/30/2020

© 2020 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.

Foreign Equity3 Year Com posi te Perform ance (4/28/2017 - 4/30/2020)

Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR

Capital Appreciation

International Capital Strength Portfolio First Trust Portfolios 13.93% 4.40%

International Dividend Sustainability Portfolio Invesco Capital Markets 4.05% 1.40%

European Capital Strength Portfolio Guggenheim Funds Distributors 3.46% 0.90%

European Dividend Sustainability Portfolio Invesco Capital Markets 2.11% 0.40%

Emerging Markets Strength Portfolio First Trust Portfolios -9.39% -4.02%

Income & Capital Appreciation

European Select Portfolio - A CJL LLC Portfolio Advisors Asset Management -8.92% -3.28%

International High 30 Dividend Portfolio Advisors Asset Management -12.77% -4.59%

International High Dividend Equity Portfolio First Trust Portfolios -16.32% -5.96%

International Dividend Strategy Portfolio Guggenheim Funds Distributors -17.97% -6.47%

Emerging Markets Dividend Strategy Portfolio Guggenheim Funds Distributors -21.03% -8.12%

EAFE Select 20 Portfolio Invesco Capital Markets -21.12% -8.29%

European Target High Quality Dividend Portfolio First Trust Portfolios -24.81% -9.65%

European Deep Value Dividend Portfolio First Trust Portfolios -25.62% -9.85%

Emerging Markets Dividend Portfolio Invesco Capital Markets -27.84% -10.95%

Momentum

Dorsey Wright International Momentum Trust Hennion & Walsh -8.78% -3.14%

Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 4/30/2020

© 2020 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.

Foreign Equity5 Year Com posi te Perform ance (4/30/2015 - 4/30/2020)

Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR

Capital Appreciation

International Capital Strength Portfolio First Trust Portfolios 21.10% 3.90%

European Capital Strength Portfolio Guggenheim Funds Distributors 8.57% 1.66%

International Dividend Sustainability Portfolio Invesco Capital Markets 3.90% 0.77%

Emerging Markets Strength Portfolio First Trust Portfolios -4.54% -0.92%

European Dividend Sustainability Portfolio Invesco Capital Markets -6.89% -1.42%

Income & Capital Appreciation

European Select Portfolio - A CJL LLC Portfolio Advisors Asset Management -13.26% -2.80%

International High 30 Dividend Portfolio Advisors Asset Management -19.98% -4.36%

International Dividend Strategy Portfolio Guggenheim Funds Distributors -21.91% -4.82%

International High Dividend Equity Portfolio First Trust Portfolios -23.67% -5.26%

Emerging Markets Dividend Portfolio Invesco Capital Markets -24.72% -5.52%

EAFE Select 20 Portfolio Invesco Capital Markets -25.23% -5.65%

European Deep Value Dividend Portfolio First Trust Portfolios -25.26% -5.66%

European Target High Quality Dividend Portfolio First Trust Portfolios -26.72% -6.03%

Emerging Markets Dividend Strategy Portfolio Guggenheim Funds Distributors -26.73% -6.03%

Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 4/30/2020

© 2020 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.

Foreign Equity10 Year Com posi te Perform ance (4/30/2010 - 4/30/2020)

Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR

Capital Appreciation

International Capital Strength Portfolio First Trust Portfolios 123.86% 8.39%

Emerging Markets Strength Portfolio First Trust Portfolios 37.55% 3.24%

Income & Capital Appreciation

International Dividend Strategy Portfolio Guggenheim Funds Distributors -1.58% -0.16%

EAFE Select 20 Portfolio Invesco Capital Markets -4.43% -0.45%

International High 30 Dividend Portfolio Advisors Asset Management -8.06% -0.84%

Fund of Funds - ETFs3 Year Com posi te Perform ance (4/28/2017 - 4/30/2020)

Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR

Capital Appreciation

FT Equity Allocation ETF Model Portfolio First Trust Portfolios 5.59% 1.41%

ETF Allocation Portfolio Invesco Capital Markets 3.64% 0.89%

Income & Capital Appreciation

ETF Growth and Income Portfolio First Trust Portfolios 9.31% 2.67%

Limited Duration Fixed Income ETF Portfolio First Trust Portfolios 3.05% 0.78%

ETF Diversified Income Portfolio Invesco Capital Markets -6.49% -2.58%

Income - Interest

Diversified Fixed Income ETF Portfolio First Trust Portfolios 7.65% 2.38%

Diversified Credit Portfolio of ETFs Guggenheim Funds Distributors 6.07% 1.79%

Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 4/30/2020

© 2020 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.

Fund of Funds - ETFs5 Year Com posi te Perform ance (4/30/2015 - 4/30/2020)

Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR

Capital Appreciation

FT Equity Allocation ETF Model Portfolio First Trust Portfolios 16.77% 3.15%

ETF Allocation Portfolio Invesco Capital Markets 8.77% 1.69%

Income & Capital Appreciation

ETF Growth and Income Portfolio First Trust Portfolios 19.13% 3.56%

Limited Duration Fixed Income ETF Portfolio First Trust Portfolios 6.29% 1.23%

ETF Diversified Income Portfolio Invesco Capital Markets -2.05% -0.41%

Income - Interest

Diversified Fixed Income ETF Portfolio First Trust Portfolios 12.47% 2.38%

Diversified Credit Portfolio of ETFs Guggenheim Funds Distributors 10.74% 2.06%

Fund of Funds - ETFs10 Year Com posi te Perform ance (4/30/2010 - 4/30/2020)

Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR

Capital Appreciation

ETF Allocation Portfolio Invesco Capital Markets 50.36% 4.16%

Income & Capital Appreciation

ETF Growth and Income Portfolio First Trust Portfolios 85.68% 6.38%

ETF Diversified Income Portfolio Invesco Capital Markets 28.52% 2.54%

Income - Interest

Diversified Fixed Income ETF Portfolio First Trust Portfolios 36.58% 3.17%

Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 4/30/2020

© 2020 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.

Fund of Funds - CEFs3 Year Com posi te Perform ance (4/28/2017 - 4/30/2020)

Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR

Aggressive Income

Strategic Income Advantage Select, Closed-End Portfolio First Trust Portfolios 1.94% 0.38%

High-Yield Income Closed-End Portfolio First Trust Portfolios -8.32% -3.54%

Diversified High Income Closed-End Portfolio First Trust Portfolios -8.58% -3.51%

Corporate High Yield & Income Portfolio of CEFs Guggenheim Funds Distributors -9.85% -4.11%

Global Bond Income Closed-End Portfolio First Trust Portfolios -10.08% -3.90%

Closed-End Strategy: Master Income Portfolio Invesco Capital Markets -10.23% -4.03%

Income Allocation Closed-End Portfolio First Trust Portfolios -11.14% -4.28%

Tactical Plus Closed-End Portfolio - 15 Month Advisors Asset Management -11.88% -4.53%

Senior Loan & Limited Duration Closed-End Portfolio First Trust Portfolios -11.94% -4.50%

Closed-End Strategy: Senior Loan and Limited Duration Portfolio Invesco Capital Markets -15.24% -5.69%

Income & Capital Appreciation

Cohen & Steers Convertible and Income Closed-End Portfolio Advisors Asset Management 9.22% 2.67%

Equity & Income Portfolio of CEFs Guggenheim Funds Distributors 4.50% 1.23%

Closed-End Strategy: Select Opportunity Portfolio Invesco Capital Markets 3.92% 0.91%

Strategic Income Portfolio Guggenheim Funds Distributors -5.52% -2.42%

Strategic Income Select Closed-End Portfolio First Trust Portfolios -5.68% -2.43%

Dividend & Income Select Closed-End Portfolio First Trust Portfolios -6.47% -2.60%

Core Three Closed-End Allocation Portfolio First Trust Portfolios -6.85% -2.78%

Portfolio of Closed-End Fund Opportunities Trust Hennion & Walsh -7.17% -2.92%

U.S. Equity Closed-End Portfolio First Trust Portfolios -7.29% -2.98%

Diversified Income Wave Portfolio Guggenheim Funds Distributors -9.76% -3.88%

Income - Dividend

Equity Closed-End Portfolio First Trust Portfolios -7.52% -2.93%

Cohen & Steers Equity Dividend & Income Closed-End Portfolio Advisors Asset Management -7.69% -3.12%

Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 4/30/2020

© 2020 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.

Fund of Funds - CEFs3 Year Com posi te Perform ance (4/28/2017 - 4/30/2020) (Conti nued)

Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR

Income - Interest

Cohen & Steers Municipal Closed-End Portfolio Advisors Asset Management 1.99% 0.11%

Tax-Advantaged Municipal Closed-End Portfolio First Trust Portfolios 0.80% -0.19%

Cohen & Steers California Municipal Closed-End Portfolio Advisors Asset Management 0.61% -0.19%

California Municipal Income Select Closed-End Portfolio First Trust Portfolios -0.21% -0.50%

Municipal Income Select, Closed-End Portfolio First Trust Portfolios -0.55% -0.67%

National Municipal Portfolio of CEFs Guggenheim Funds Distributors -1.16% -0.86%

Closed-End Strategy: Master Municipal Income Portfolio - National Series Invesco Capital Markets -1.41% -1.03%

Closed-End Strategy: Master Municipal Income Portfolio - CaliforniaSeries Invesco Capital Markets -1.97% -1.13%

California Municipal Portfolio of CEFs Guggenheim Funds Distributors -2.41% -1.25%

New York Municipal Income Select Closed-End Portfolio First Trust Portfolios -2.73% -1.22%

Low Valuation/Discount

Discount Opportunity Strategy Portfolio of CEFs Guggenheim Funds Distributors -5.71% -2.35%

Volatility Hedged

Cohen & Steers Covered Call & Income Strategies Closed-End Portfolio Advisors Asset Management 6.08% 1.57%

Covered Call & Income Portfolio of CEFs Guggenheim Funds Distributors 3.79% 0.84%

Closed-End Strategy: Covered Call Income Portfolio Invesco Capital Markets 2.60% 0.36%

Covered Call Select Closed-End Portfolio First Trust Portfolios 1.87% 0.23%

Cohen & Steers Global Covered Call & Income Strategies Closed-EndPortfolio Advisors Asset Management -4.16% -1.66%

Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 4/30/2020

© 2020 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.

Fund of Funds - CEFs5 Year Com posi te Perform ance (4/30/2015 - 4/30/2020)

Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR

Aggressive Income

Strategic Income Advantage Select, Closed-End Portfolio First Trust Portfolios 9.46% 1.83%

Corporate High Yield & Income Portfolio of CEFs Guggenheim Funds Distributors 3.23% 0.64%

Diversified High Income Closed-End Portfolio First Trust Portfolios 2.03% 0.40%

High-Yield Income Closed-End Portfolio First Trust Portfolios 1.62% 0.32%

Closed-End Strategy: Master Income Portfolio Invesco Capital Markets 0.83% 0.17%

Senior Loan & Limited Duration Closed-End Portfolio First Trust Portfolios 0.50% 0.10%

Global Bond Income Closed-End Portfolio First Trust Portfolios -0.30% -0.06%

Income Allocation Closed-End Portfolio First Trust Portfolios -2.02% -0.41%

Closed-End Strategy: Senior Loan and Limited Duration Portfolio Invesco Capital Markets -5.36% -1.10%

Senior Loan & Income Portfolio of CEFs Guggenheim Funds Distributors -6.53% -1.34%

Income & Capital Appreciation

Equity & Income Portfolio of CEFs Guggenheim Funds Distributors 18.32% 3.42%

Closed-End Strategy: Select Opportunity Portfolio Invesco Capital Markets 10.79% 2.07%

Strategic Income Select Closed-End Portfolio First Trust Portfolios 5.23% 1.03%

Core Three Closed-End Allocation Portfolio First Trust Portfolios 3.46% 0.68%

Strategic Income Portfolio Guggenheim Funds Distributors 3.43% 0.68%

Dividend & Income Select Closed-End Portfolio First Trust Portfolios 2.83% 0.56%

Portfolio of Closed-End Fund Opportunities Trust Hennion & Walsh 1.94% 0.38%

U.S. Equity Closed-End Portfolio First Trust Portfolios 0.36% 0.07%

Diversified Income Wave Portfolio Guggenheim Funds Distributors -0.69% -0.14%

Tactical Income Closed-End Portfolio Advisors Asset Management -5.45% -1.11%

Income - Dividend

Cohen & Steers Equity Dividend & Income Closed-End Portfolio Advisors Asset Management -1.11% -0.22%

Equity Closed-End Portfolio First Trust Portfolios -2.82% -0.57%

Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 4/30/2020

© 2020 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.

Fund of Funds - CEFs5 Year Com posi te Perform ance (4/30/2015 - 4/30/2020) (Conti nued)

Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR

Income - Interest

Cohen & Steers Municipal Closed-End Portfolio Advisors Asset Management 10.68% 2.05%

Tax-Advantaged Municipal Closed-End Portfolio First Trust Portfolios 8.52% 1.65%

Municipal Income Select, Closed-End Portfolio First Trust Portfolios 7.26% 1.41%

National Municipal Portfolio of CEFs Guggenheim Funds Distributors 6.96% 1.35%

Closed-End Strategy: Master Municipal Income Portfolio - National Series Invesco Capital Markets 5.29% 1.04%

California Municipal Income Select Closed-End Portfolio First Trust Portfolios 5.09% 1.00%

Cohen & Steers California Municipal Closed-End Portfolio Advisors Asset Management 4.91% 0.96%

Municipal Income Opportunities Closed-End Portfolio First Trust Portfolios 3.43% 0.68%

California Municipal Portfolio of CEFs Guggenheim Funds Distributors 3.36% 0.66%

New York Municipal Portfolio of CEFs Guggenheim Funds Distributors 2.88% 0.57%

Low Valuation/Discount

Discount Opportunity Strategy Portfolio of CEFs Guggenheim Funds Distributors 3.25% 0.64%

Volatility Hedged

Covered Call & Income Portfolio of CEFs Guggenheim Funds Distributors 17.46% 3.27%

Closed-End Strategy: Covered Call Income Portfolio Invesco Capital Markets 14.23% 2.70%

Covered Call Select Closed-End Portfolio First Trust Portfolios 14.04% 2.66%

Cohen & Steers Global Covered Call & Income Strategies Closed-EndPortfolio Advisors Asset Management -1.24% -0.25%

Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 4/30/2020

© 2020 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.

Fund of Funds - CEFs10 Year Com posi te Perform ance (4/30/2010 - 4/30/2020)

Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR

Aggressive Income

Strategic Income Advantage Select, Closed-End Portfolio First Trust Portfolios 43.32% 3.66%

Corporate High Yield & Income Portfolio of CEFs Guggenheim Funds Distributors 39.87% 3.41%

Closed-End Strategy: Master Income Portfolio Invesco Capital Markets 34.40% 3.00%

High-Yield Income Closed-End Portfolio First Trust Portfolios 33.49% 2.93%

Income Allocation Closed-End Portfolio First Trust Portfolios 25.11% 2.27%

Closed-End Strategy: Senior Loan and Limited Duration Portfolio Invesco Capital Markets 15.47% 1.45%

Senior Loan & Income Portfolio of CEFs Guggenheim Funds Distributors 15.00% 1.41%

Infrastructure & MLP Portfolio of CEFs Guggenheim Funds Distributors -28.15% -3.25%

Income & Capital Appreciation

Equity & Income Portfolio of CEFs Guggenheim Funds Distributors 74.67% 5.74%

Dividend & Income Select Closed-End Portfolio First Trust Portfolios 48.98% 4.07%

Strategic Income Portfolio Guggenheim Funds Distributors 46.22% 3.87%

Tactical Income Closed-End Portfolio Advisors Asset Management 44.10% 3.72%

Diversified Income Wave Portfolio Guggenheim Funds Distributors 31.66% 2.79%

Closed-End Strategy: Value Equity and Income Portfolio Invesco Capital Markets 23.27% 2.11%

Global Equity Income Closed-End Portfolio First Trust Portfolios 14.53% 1.37%

Income - Dividend

Cohen & Steers Equity Dividend & Income Closed-End Portfolio Advisors Asset Management 45.72% 3.84%

Equity Closed-End Portfolio First Trust Portfolios 37.39% 3.23%

Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 4/30/2020

© 2020 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.

Fund of Funds - CEFs10 Year Com posi te Perform ance (4/30/2010 - 4/30/2020) (Conti nued)

Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR

Income - Interest

Cohen & Steers California Municipal Closed-End Portfolio Advisors Asset Management 48.97% 4.07%

Cohen & Steers Municipal Closed-End Portfolio Advisors Asset Management 44.43% 3.74%

Closed-End Strategy: Master Municipal Income Portfolio - CaliforniaSeries Invesco Capital Markets 44.26% 3.73%

National Municipal Portfolio of CEFs Guggenheim Funds Distributors 42.86% 3.63%

Municipal Income Select, Closed-End Portfolio First Trust Portfolios 41.88% 3.56%

Closed-End Strategy: Master Municipal Income Portfolio - National Series Invesco Capital Markets 38.33% 3.30%

Tax-Advantaged Municipal Closed-End Portfolio First Trust Portfolios 36.83% 3.19%

New York Municipal Portfolio of CEFs Guggenheim Funds Distributors 29.85% 2.65%

Strategic Income Closed-End Portfolio First Trust Portfolios 26.97% 2.42%

Closed-End Strategy: Master Municipal Income Portfolio - New YorkSeries Invesco Capital Markets 22.02% 2.01%

Volatility Hedged

Covered Call & Income Portfolio of CEFs Guggenheim Funds Distributors 59.82% 4.80%

Closed-End Strategy: Covered Call Income Portfolio Invesco Capital Markets 48.73% 4.05%

Covered Call Select Closed-End Portfolio First Trust Portfolios 47.83% 3.99%

Cohen & Steers Global Covered Call & Income Strategies Closed-EndPortfolio Advisors Asset Management 10.03% 0.96%

Multi-Asset Allocation3 Year Com posi te Perform ance (4/28/2017 - 4/30/2020)

Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR

Aggressive Income

Alternative Income Portfolio Guggenheim Funds Distributors -33.81% -13.66%

MLP Closed-End Fund and Energy Portfolio First Trust Portfolios -51.06% -22.11%

Capital Appreciation

Inflation Hedge Portfolio Invesco Capital Markets -19.01% -7.10%

Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 4/30/2020

© 2020 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.

Multi-Asset Allocation3 Year Com posi te Perform ance (4/28/2017 - 4/30/2020) (Conti nued)

Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR

Defensive

Defensive Equity & Income Portfolio Invesco Capital Markets -4.83% -1.95%

Income & Capital Appreciation

Balanced Dividend Sustainability & Income Portfolio Invesco Capital Markets 15.62% 5.13%

Balanced Income Equity and ETF Portfolio First Trust Portfolios 12.00% 3.63%

75/25 Strategic Allocation Portfolio First Trust Portfolios 10.13% 3.22%

60/40 Strategic Allocation Portfolio First Trust Portfolios 9.47% 3.00%

40/60 Strategic Allocation Portfolio First Trust Portfolios 9.18% 2.89%

Dividend Growers and Tax-Advantaged Income Portfolio First Trust Portfolios 6.33% 1.90%

Global Balanced Income Builder Portfolio Guggenheim Funds Distributors 5.77% 1.87%

Balanced Income Select Portfolio First Trust Portfolios 5.48% 1.44%

Balanced Income Builder Portfolio Guggenheim Funds Distributors 3.73% 1.17%

Senior Loan and Dividend Growers Portfolio First Trust Portfolios -0.59% -0.33%

Income - Dividend

Strategic Dividend Select Portfolio First Trust Portfolios -2.96% -1.16%

Income - Interest

Income & Treasury Limited Duration Portfolio of Funds Guggenheim Funds Distributors -2.35% -1.07%

Senior Loan Closed-End and ETF Portfolio First Trust Portfolios -10.44% -3.66%

Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 4/30/2020

© 2020 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.

Multi-Asset Allocation5 Year Com posi te Perform ance (4/30/2015 - 4/30/2020)

Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR

Aggressive Income

Alternative Income Portfolio Guggenheim Funds Distributors -30.55% -7.03%

MLP Closed-End Fund and Energy Portfolio First Trust Portfolios -61.40% -17.33%

Capital Appreciation

Inflation Hedge Portfolio Invesco Capital Markets -18.06% -3.91%

Defensive

Defensive Equity & Income Portfolio Invesco Capital Markets 3.34% 0.66%

Income & Capital Appreciation

75/25 Strategic Allocation Portfolio First Trust Portfolios 24.70% 4.51%

Balanced Income Equity and ETF Portfolio First Trust Portfolios 24.49% 4.48%

60/40 Strategic Allocation Portfolio First Trust Portfolios 22.14% 4.08%

Balanced Income Select Portfolio First Trust Portfolios 19.44% 3.62%

Dividend Growers and Tax-Advantaged Income Portfolio First Trust Portfolios 18.64% 3.48%

Balanced Income Builder Portfolio Guggenheim Funds Distributors 17.09% 3.20%

Senior Loan and Dividend Growers Portfolio First Trust Portfolios 13.17% 2.50%

Global Balanced Income Builder Portfolio Guggenheim Funds Distributors 12.59% 2.40%

High Income Allocation Portfolio Invesco Capital Markets 8.23% 1.59%

Interest Rate Hedge and ETF Portfolio First Trust Portfolios 4.85% 0.95%

Income - Dividend

Strategic Dividend Select Portfolio First Trust Portfolios 7.27% 1.41%

Income - Interest

Income & Treasury Limited Duration Portfolio of Funds Guggenheim Funds Distributors 6.87% 1.34%

Senior Loan Closed-End and ETF Portfolio First Trust Portfolios -3.94% -0.80%

Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 4/30/2020

© 2020 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.

Multi-Asset Allocation10 Year Com posi te Perform ance (4/30/2010 - 4/30/2020)

Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR

Aggressive Income

MLP Closed-End Fund and Energy Portfolio First Trust Portfolios -27.18% -3.12%

Income & Capital Appreciation

75/25 Strategic Allocation Portfolio First Trust Portfolios 112.57% 7.83%

60/40 Strategic Allocation Portfolio First Trust Portfolios 95.79% 6.95%

Balanced Income Select Portfolio First Trust Portfolios 92.37% 6.76%

Balanced Portfolio Advisors Asset Management 51.80% 4.26%

Interest Rate Hedge Portfolio First Trust Portfolios 36.63% 3.17%

Income - Interest

Income & Treasury Limited Duration Portfolio of Funds Guggenheim Funds Distributors 31.84% 2.80%

Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 4/30/2020

© 2020 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.

DisclosureData Sources: First Trust Portfolios, Guggenheim Investments, Advisors AssetManagement.

Cumulative returns of the unit investment trust strategy are based ondistributions received in cash and recognized on the ex -dividend date duringthe life of the unit investment trust. Historical strategy performance is derived byutilizing the average daily performance of the outstanding series of a UITstrategy. Returns are calculated excluding the Transactional Sales Charges foreach unit investment trust series but does reflect the Creation & DevelopmentFee and trust operating expenses as incurred for each unit investment trust seriesincluded in the calculation. The returns do not adjust for taxes. If adjusted ortaxes, the e�ects of taxation would reduce the performance depicted.

Past performance is no indicator of future results. Investment return andprincipal value will fluctuate with changes in market conditions. We make noassurance that any investment product based on an index will accurately trackindex performance or provide positive investment returns. An investment inunits of a unit investment trust and continuing the investment in units ofsubsequent series of unit investment trust strategy, when redeemed may beworth more or less than their original investment.

Any written analysis appearing herein are statements of opinion and notstatements of fact. The data and information contained herein has beenobtained from sources believed to be reliable. However, we do not warrant the

accuracy or completeness of any information, data or analysis contained hereinand we provide no assurance that the content of this material is, in fact, accurate.This information, data, analysis and any opinions contained herein are forinformational purposes only and does not constitute investment advice or arecommendation to buy, sell or hold a securities product or strategy.

All investments carry a certain degree of risk and there is no assurance that aninvestment will provide positive performance over any time period. Pastperformance is not indicative of future results and should never be relied uponin making an investment decision or recommendation.

Investors should consider the investment objectives, risks, charges and expensesof the unit investment trust(s) carefully before investing. The prospectuscontains this and other information about the unit investment trust(s). This maynot contain a complete discussion of investment terms or risks and you shouldonly rely on the information contained in relevant prospectus and/or o�eringdocumentation prior to purchasing an investment product or making arecommendation to a customer. To obtain a prospectus, investors shouldcontact their financial advisor. Please read the prospectus carefully beforeinvesting.

Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 4/30/2020

© 2020 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.