Ordinary Adjustment | Adaptive Wealth Strategies U.S. Factor Index | Effective Date 7th May 2026

April 29, 2026

Announcement

Ordinary Adjustment | Adaptive Wealth Strategies U.S. Factor Index | Effective Date 7th May 2026

Adaptive Wealth Strategies U.S. Factor Index:

In the ordinary adjustment, the following composition will be implemented effective open 7th May 2026:

ADT INC
AES CORP
AGNC INVESTMENT CORP
AGREE REALTY CORP
ALBERTSONS COMPANIES INC
ALLY FINANCIAL INC
ALPHABET INC C-SHARES
ALPHABET INC-CL A
ALTRIA GROUP INC
AMDOCS LTD
AMERICAN ELECTRIC POWER COMPANY INC
AMETEK INC
ANNALY CAPITAL MANAGEMENT INC
ANTERO MIDSTREAM CORP
AON PLC
APPLE INC
ARCHER-DANIELS-MIDLAND CO
AT&T
ATMOS ENERGY CORP
AUTOMATIC DATA PROCESSING
AVNET INC
BANK OZK
BECTON DICKINSON AND CO
BERKSHIRE HATHAWAY INC-CL B
BEST BUY CO INC
BIO-RAD LABORATORIES INC
BOYD GAMING CORP
BRISTOL-MYERS SQUIBB CO
BROADRIDGE FINL SOLUTIONS I COM
Bunge Global SA
CACI INTERNATIONAL INC -CL A
CAMPBELL SOUP CO
CARDINAL HEALTH INC
CARMAX INC
CBOE GLOBAL MARKETS INC
CENCORA INC
CENTERPOINT ENERGY INC
CHART INDUSTRIES INC
CHARTER COMMUNICATIONS INC
CHEVRON CORP
CHUBB LTD
CIGNA GROUP
CISCO SYSTEMS INC
CITIZENS FINANCIAL GROUP INC
CME GROUP INC
CMS ENERGY CORP
CNA FINANCIAL CORP (IL)
CNH INDUSTRIAL NV
COCA-COLA CO/THE
COGNIZANT TECHNOLOGY SOLUTIONS CORP
COLUMBIA BANKING SYSTEM INC
COMCAST CORP-CLASS A
CONAGRA BRANDS INC
CONSOLIDATED EDISON INC
COPT DEFENSE PROPERTIES
COSTCO WHOLESALE CORP
CVS HEALTH CORP
DELTA AIR LINES
DOLBY LABORATORIES INC-CL A
DUKE ENERGY CORP
EASTMAN CHEMICAL CO
ECOLAB INC
EDISON INTERNATIONAL
EDWARDS LIFESCIENCES CORP
ELECTRONIC ARTS INC
ELEVANCE HEALTH INC
ENACT HOLDINGS INC
ESSENT GROUP LTD
EVEREST GROUP LTD
EVERGY INC
EVERSOURCE ENERGY
EXXON MOBIL CORP
FIRST AMERICAN FINANCIAL CORP
FIRSTCASH HOLDINGS INC
FIRSTENERGY
FISERV INC
FNB CORP/PA
FRANKLIN RESOURCES INC
FTI CONSULTING INC
GAMING AND LEISURE PROPERTIES INC
GAP INC/THE
GATX CORP
GENERAL DYNAMICS CORP
GENERAL MILLS INC
GLOBAL PAYMENTS INC
HEWLETT PACKARD ENTERPRISE COMPANY
HONEYWELL INTERNATIONAL INC
HP INC
HUMANA INC
HUNTINGTON BANCSHARES INC/OH
HUNTINGTON INGALLS INDUSTRIES
IDACORP INC
INGRAM MICRO HOLDING ORD
INTERCONTINENTAL EXCHANGE INC
INTERNATIONAL BUSINESS MACHINES CORP
JACK HENRY & ASSOCIATES INC
JOHNSON & JOHNSON
KEYCORP
KINDER MORGAN INC
KROGER CO
L3HARRIS TECHNOLOGIES INC
LEAR CORP
LEIDOS HOLDINGS INC
LENNAR CORP
LENNAR CORP - B SHS
LINCOLN NATIONAL CORP
LINDE PLC
LITHIA MOTORS INC-CL A
LKQ CORP
LOCKHEED MARTIN CORP
LOEWS CORP
MARSH & MCLENNAN COS
MCDONALDS CORP
MCKESSON CORP
MEDTRONIC PLC
MERCK & CO. INC.
MGIC INVESTMENT CORP
MICROSOFT CORP
MOHAWK INDS.
MONSTER BEVERAGE CORP
MOSAIC CO/THE
MOTOROLA SOLUTIONS INC
NATIONAL FUEL GAS COMPANY
NEW YORK TIMES CO/THE
NEWS CORP
NEWS CORP/NEW-CL A-W/I
NNN REIT INC
NOBLE CORP PLC
NORFOLK SOUTHERN CORP
NORTHROP GRUMMAN CORP
NOV INC
O REILLY AUTOMOTIVE INC
OLD REPUBLIC INTL CORP
OMEGA HEALTHCARE INVESTORS INC
ONEMAIN HOLDINGS INC
ONEOK INC
PACK.CORP.OF AM.
PAYCHEX INC
PENSKE AUTOMOTIVE GROUP INC
PFIZER INC
PPL CORP
PROCTER & GAMBLE CO
PROSPERITY BANCSHARES INC
PRUDENTIAL FINANCIAL INC
QIAGEN NV
QUEST DIAGNOSTICS INC
REALTY INCOME CORP
RED ROCK RESORTS INC-CLASS A
REGIONS FINANCIAL CORP
REPUBLIC SERVICES INC
RITHM CAPITAL CORP
ROYALTY PHARMA PLC- CL A
RTX CORPORATION
SIRIUSXM HOLDINGS INC
SKYWORKS SOLUTIONS INC
SM ENERGY CO
SMITHFIELD FOODS INC
SMURFIT WESTROCK PLC
SNAP-ON INC
SOLVENTUM CORP
SOUTHERN COMPANY THE
STANLEY BLACK & DECKER
STARWOOD PROPERTY TRUST INC
STERIS PLC
SUN COMMUNITIES INC
T ROWE PRICE GROUP INC
T-MOBILE US INC
TAKE-TWO INTERACTIVE SOFTWARE INC
TARGET CORP
TAYLOR MORRISON HOME CORP-A
TELEDYNE TECHNOLOGIES INC
TJX COMPANIES INC
TRUIST FINANCIAL CORP
TXNM ENERGY INC
UGI CORP
UNITED BANKSHARES INC
UNITED PARCEL SERVICE-CL B
UNIVERSAL HEALTH SVS.B
US BANCORP
VALLEY NATIONAL BANCORP
VENTAS INC
VERISIGN INC
VERISK ANALYTICS INC
VERIZON COMMUNICATIONS INC
VIATRIS INC
VICI PROPERTIES INC
WALMART INC
WASTE MANAGEMENT INC
WEC ENERGY GROUP INC
WELLTOWER INC
WILLIS TOWERS WATSON PLC
WP CAREY & CO LLC
WR BERKLEY CORP
ZIMMER BIOMET HOLDINGS INC
ZIONS BANCORPORATION

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