HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 B Shares

 

      01/02/2025      01/16/2025      02/06/2025      02/20/2025      03/06/2025      03/20/2025      04/03/2025      04/17/2025      05/01/2025      05/15/2025      06/05/2025      06/18/2025 

Russell 2000 Step Up 1 Yr -10% Buffer

   14    14    14    14    14    15.3    15.3    18.3    18.3    16    14.5    14.5

Russell 2000 Standard 1 Year -40% Buffer

   11    11    10.5    10.5    10.5    11    11    12    12    11    10    10

MSCI EAFE Dual Step Up 1 Yr -10% Buffer

   8    8    8    8    8    8    8    10.5    10.5    9    8    8

MSCI EAFE Dual Direction 1 Year -20% Buffer

   6    6    6    6    6    6    6    8    8    5.5    5.5    5.5

S&P 500 Dual Step Up 1 Yr -20% Buffer

   6.5    6.5    6.5    6.5    6.5    7    7    8.5    8.5    7.5    7    7

NASDAQ 100 Step Up 1 Year -15% Buffer

   11.2    11.2    11.2    11.2    11.2    12.5    12.5    15    15    13.5    12    12

Russell 2000 Dual Direction 5 Year -10% Buffer

   800    800    800    800    800    800    800    800    800    800    800    800

MSCI EAFE Dual Direction 5 Year -15% Buffer

   600    600    600    600    600    600    600    600    600    600    600    600

NASDAQ 100 Standard 1 Year -40% Buffer

   10    10    9.5    9.5    9.5    10    10    11    11    10    9.5    9.5

S&P 500 Dual Direction 1 Year -20% Buffer

   7    7    6.5    6.5    6.5    7    7    9    9    7.5    7    7

NASDAQ 100 Dual Direction 1 Year -15% Buffer

   11    11    11    11    11    12.5    12.5    15.5    15.5    14    12.5    12.5

Russell 2000 Standard 1 Year -10% Buffer

   23.5    23.5    22.5    22.5    22.5    23.5    23.5    27    27    26    24    24

Russell 2000 Step Up 5 Year -10% Buffer

   54    54    54    54    54    54    54    54    54    54    54    54

MSCI EAFE Standard 5 Year -10% Buffer

   Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped

S&P 500 Standard 5 Year -10% Buffer

   Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 B Shares

 

      01/02/2025      01/16/2025      02/06/2025      02/20/2025      03/06/2025      03/20/2025      04/03/2025      04/17/2025      05/01/2025      05/15/2025      06/05/2025      06/18/2025 

NASDAQ 100 Dual Direction 1 Year -20% Buffer

   7.5    7.5    7.5    7.5    7.5    8.5    8.5    10.5    10.5    9    8.5    8.5

NASDAQ 100 Standard 5 Year -20% Buffer

   110    110    110    110    110    110    110    110    110    110    110    110

S&P 500 Step Up 1 Year -15% Buffer

   9.2    9.2    9.2    9.2    9.2    10.5    10.5    13    13    11.5    10.5    10.5

S&P 500 Standard 1 Year -10% Buffer

   16    16    15.5    15.5    15.5    16.5    16.5    20    20    19    17.5    17.5

Russell 2000 Dual Direction 5 Year -15% Buffer

   600    600    600    600    600    600    600    600    600    600    600    600

S&P 500 Dual Step Up 1 Yr -10% Buffer

   8.5    8.5    8.5    8.5    8.5    9.5    9.5    12    12    11    10    10

MSCI EAFE Standard 1 Year -10% Buffer

   35    35    35    35    35    30    30    33.5    33.5    29    26    26

MSCI EM Standard 1 Year -15% Buffer

   19    19    19    19    19    15    15    17.5    17.5    17.5    17.5    17.5

S&P 500 Step Up 5 Year -10% Buffer

   45    45    45    45    45    45    45    45    45    45    45    45

NASDAQ 100 Standard 5 Year -15% Buffer

   500    500    500    500    500    500    500    500    500    500    500    500

Russell 2000 Standard 1 Year -20% Buffer

   15    15    14    14    14    15    15    17    17    16.5    15    15

MSCI EAFE Dual Direction 5 Year -10% Buffer

   800    800    800    800    800    800    800    800    800    800    800    800

MSCI EAFE Standard 1 Year -15% Buffer

   18    18    18    18    18    18    18    20.5    20.5    17.5    14.5    14.5

MSCI EAFE Dual Direction 1 Year -15% Buffer

   9    9    9    9    9    9    9    12    12    9.5    8    8

NASDAQ 100 Dual Step Up 1 Yr -15% Buffer

   8.2    8.2    8.2    8.2    8.2    9.2    9.2    11.2    11.2    10.2    9.2    9.2

 


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 B Shares

 

      01/02/2025      01/16/2025      02/06/2025      02/20/2025      03/06/2025      03/20/2025      04/03/2025      04/17/2025      05/01/2025      05/15/2025      06/05/2025      06/18/2025 

S&P 500 Dual Direction 5 Year -15% Buffer

   500    500    500    500    500    500    500    500    500    500    500    500

NASDAQ 100 Standard 1 Year -10% Buffer

   20    20    19    19    19    20    20    23.5    23.5    22.5    21    21

Russell 2000 Standard 1 Year -15% Buffer

   18    18    17    17    17    18    18    20.5    20.5    19.5    18    18

NASDAQ 100 Dual Direction 5 Year -10% Buffer

   270    270    270    270    270    270    270    270    270    270    270    270

NASDAQ 100 Step Up 5 Year -10% Buffer

   50    50    50    50    50    50    50    50    50    50    50    50

S&P 500 Standard 5 Year -15% Buffer

   750    750    750    750    750    750    750    750    750    750    750    750

MSCI EAFE Standard 1 Year -20% Buffer

   14    14    14    14    14    14    14    16    16    13.5    12    12

NASDAQ 100 Dual Direction 1 Year -10% Buffer

   16    16    15.5    15.5    15.5    17    17    20.5    20.5    19.5    18    18

S&P 500 Standard 5 Year -20% Buffer

   500    500    500    500    500    500    500    500    500    500    500    500

NASDAQ 100 Step Up 1 Year -10% Buffer

   12.5    12.5    12.5    12.5    12.5    13.8    13.8    16.8    16.8    15.3    13.5    13.5

Russell 2000 Dual Direction 1 Year -10% Buffer

   18    18    17    17    17    18.5    18.5    22    22    21    19    19

NASDAQ 100 Standard 5 Year -10% Buffer

   Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped

MSCI EAFE Standard 1 Year -40% Buffer

   10    10    10    10    10    10    10    11    11    9.5    8.5    8.5

S&P 500 Dual Direction 5 Year -20% Buffer

   150    150    125    100    100    100    100    100    100    100    100    100

Russell 2000 Dual Step Up 1 Yr -15% Buffer

   8.8    8.8    8.5    8.5    8.5    9.5    9.5    11.5    11.5    10    9    9

 


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 B Shares

 

      01/02/2025      01/16/2025      02/06/2025      02/20/2025      03/06/2025      03/20/2025      04/03/2025      04/17/2025      05/01/2025      05/15/2025      06/05/2025      06/18/2025 

Russell 2000 Dual Direction 5 Year -20% Buffer

   125    125    115    115    115    115    115    115    115    115    115    115

NASDAQ 100 Standard 1 Year -15% Buffer

   16    16    15    15    15    16    16    18.5    18.5    17.5    16.5    16.5

S&P 500 Growth Multiplier 1 Year -0% Buffer

   Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped

NASDAQ 100 Dual Direction 5 Year -20% Buffer

   85    85    85    85    85    85    85    85    85    85    85    85

S&P 500 Dual Direction 1 Year -10% Buffer

   12.5    12.5    12    12    12    13    13    16.5    16.5    15.5    14    14

S&P 500 Dual Step Up 1 Yr -15% Buffer

   7.2    7.2    7.2    7.2    7.2    8    8    10    10    9    8.5    8.5

S&P 500 Standard 1 Year -40% Buffer

   8.5    8.5    8.5    8.5    8.5    9    9    10    10    9    8.5    8.5

MSCI EAFE Dual Direction 5 Year -20% Buffer

   400    400    400    400    400    400    400    400    400    400    400    400

MSCI EAFE Dual Step Up 1 Yr -20% Buffer

   6    6    6    6    6    6    6    7.5    7.5    6    5.5    5.5

MSCI EM Standard 1 Year -10% Buffer

   28    28    28    28    28    25    25    28.5    28.5    28.5    28.5    28.5

Russell 2000 Standard 5 Year -10% Buffer

   Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped

S&P 500 Step Up 1 Yr -10% Buffer

   10.2    10.2    10.2    10.2    10.2    11.5    11.5    14.5    14.5    13    11.5    11.5

NASDAQ 100 Dual Step Up 1 Yr -20% Buffer

   7    7    7    7    7    7.5    7.5    9    9    8.5    8    8

S&P 500 Growth Multiplier 5 Year -0% Buffer

   Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped

NASDAQ 100 Standard 1 Year -20% Buffer

   13.5    13.5    13    13    13    14    14    16    16    15    14    14

 


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 B Shares

 

      01/02/2025      01/16/2025      02/06/2025      02/20/2025      03/06/2025      03/20/2025      04/03/2025      04/17/2025      05/01/2025      05/15/2025      06/05/2025      06/18/2025 

Russell 2000 Dual Step Up 1 Yr -20% Buffer

   7.5    7.5    7.5    7.2    7.2    7.7    7.7    9.2    9.2    8.5    8    8

NASDAQ 100 Dual Step Up 1 Yr -10% Buffer

   10    10    10    10    10    11    11    13.7    13.7    12.7    11.5    11.5

MSCI EAFE Dual Direction 1 Year -10% Buffer

   17    17    17    16    16    16    16    19.5    19.5    17    15    15

MSCI EAFE Step Up 1 Year -15% Buffer

   9    9    9    9    9    9    9    11.5    11.5    10    9    9

S&P 500 Dual Direction 5 Year -10% Buffer

   700    700    700    700    700    700    700    700    700    700    700    700

S&P 500 Standard 1 Year -15% Buffer

   13    13    12.5    12.5    12.5    13.5    13.5    16    16    15    14    14

NASDAQ 100 Dual Direction 5 Year -15% Buffer

   105    105    105    105    105    105    105    105    105    105    105    105

MSCI EAFE Dual Step Up 1 Yr -15% Buffer

   6.8    6.8    6.8    6.8    6.8    6.8    6.8    8.8    8.8    7.5    6.5    6.5

MSCI EAFE Standard 5 Year -15% Buffer

   750    750    750    750    750    750    750    750    750    750    750    750

Russell 2000 Step Up 1 Year -15% Buffer

   12    12    11.7    11.7    11.7    13    13    15.5    15.5    14    13    13

Russell 2000 Dual Direction 1 Year -20% Buffer

   7.5    7.5    7    7    7    8    8    10    10    8.5    7.5    7.5

Russell 2000 Dual Direction 1 Year -15% Buffer

   12    12    11    11    11    12.5    12.5    15.5    15.5    14    13    13

Russell 2000 Standard 5 Year -20% Buffer

   500    500    500    500    500    500    500    500    500    500    500    500

Russell 2000 Dual Step Up 1 Yr -10% Buffer

   11    11    10.5    10.5    10.5    11.5    11.5    14.2    14.2    12.5    11.5    11.5

S&P 500 Standard 1 Year -20% Buffer

   11.5    11.5    11    11    11    12    12    14    14    13    12    12

 


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 B Shares

 

      01/02/2025      01/16/2025      02/06/2025      02/20/2025      03/06/2025      03/20/2025      04/03/2025      04/17/2025      05/01/2025      05/15/2025      06/05/2025      06/18/2025 

MSCI EAFE Step Up 1 Yr -10% Buffer

   10.2    10.2    10.2    10.2    10.2    10.2    10.2    13.2    13.2    11.5    9.5    9.5

MSCI EAFE Step Up 5 Year -10% Buffer

   45    45    45    45    45    45    45    45    45    45    45    45

S&P 500 Dual Direction 1 Year -15% Buffer

   9    9    8.5    8.5    8.5    9.5    9.5    12.5    12.5    11    10    10

MSCI EAFE Standard 5 Year -20% Buffer

   650    650    650    650    650    650    650    650    650    650    650    650

Russell 2000 Standard 5 Year -15% Buffer

   750    750    750    750    750    750    750    750    750    750    750    750

 


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 B Shares

 

      07/03/2025      07/17/2025      08/07/2025      08/21/2025      09/04/2025      09/18/2025      10/02/2025      10/16/2025      11/06/2025      11/20/2025      12/04/2025 

Russell 2000 Step Up 1 Yr -10% Buffer

   14    14    14    14    14    13.5    13.5    13.5    14.5    14.5    14.5

Russell 2000 Standard 1 Year -40% Buffer

   10    10    10    10    10    10    10    10    10    10    10

MSCI EAFE Dual Step Up 1 Yr -10% Buffer

   8    8    8    8    8    8    8    8    8    7.5    7.5

MSCI EAFE Dual Direction 1 Year -20% Buffer

   5.5    5.5    5.5    5.5    5.5    5.5    5.5    5.5    5.5    5.5    5.5

S&P 500 Dual Step Up 1 Yr -20% Buffer

   7    7    7    6.5    6.5    6.5    6.5    6.5    6.5    7    7

NASDAQ 100 Step Up 1 Year -15% Buffer

   11.5    11.5    11.5    10.5    10.5    10.5    10.5    10.5    11.5    11.5    11.5

Russell 2000 Dual Direction 5 Year -10% Buffer

   800    800    800    800    800    800    800    800    800    800    800

MSCI EAFE Dual Direction 5 Year -15% Buffer

   600    600    600    600    600    600    600    600    600    600    600

NASDAQ 100 Standard 1 Year -40% Buffer

   9.5    9.5    9.5    9    9    8    8    8    9    9    9

S&P 500 Dual Direction 1 Year -20% Buffer

   7    7    7    7    7    6    6    6    6.5    7    7

NASDAQ 100 Dual Direction 1 Year -15% Buffer

   12    12    12    11    11    10.5    10.5    10.5    11    11.5    11.5

Russell 2000 Standard 1 Year -10% Buffer

   24    24    24    24    24    23    23    23    24    24    24

Russell 2000 Step Up 5 Year -10% Buffer

   54    54    54    54    54    54    54    54    54    54    54

MSCI EAFE Standard 5 Year -10% Buffer

   Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped

S&P 500 Standard 5 Year -10% Buffer

   Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped

 


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 B Shares

 

      07/03/2025      07/17/2025      08/07/2025      08/21/2025      09/04/2025      09/18/2025      10/02/2025      10/16/2025      11/06/2025      11/20/2025      12/04/2025 

NASDAQ 100 Dual Direction 1 Year -20% Buffer

   8    8    8    7.5    7.5    7    7    7    7.5    8    8

NASDAQ 100 Standard 5 Year -20% Buffer

   110    110    110    110    110    110    110    110    100    100    100

S&P 500 Step Up 1 Year -15% Buffer

   10    10    10    9    9    9    9    9    9.5    10    10

S&P 500 Standard 1 Year -10% Buffer

   17    17    17    17    17    15.5    15.5    15.5    16.5    17.5    17.5

Russell 2000 Dual Direction 5 Year -15% Buffer

   600    600    600    600    600    600    600    600    600    600    600

S&P 500 Dual Step Up 1 Yr -10% Buffer

   9.5    9.5    9.5    8.5    8.5    8.5    8.5    8.5    9    9.5    9.5

MSCI EAFE Standard 1 Year -10% Buffer

   26    26    26    26    26    20    20    20    20    20    20

MSCI EM Standard 1 Year -15% Buffer

   17.5    17.5    17.5    17.5    17.5    17.5    17.5    17.5    17.5    17.5    17.5

S&P 500 Step Up 5 Year -10% Buffer

   45    45    45    45    45    45    45    45    45    45    45

NASDAQ 100 Standard 5 Year -15% Buffer

   500    500    500    500    500    500    500    500    200    200    200

Russell 2000 Standard 1 Year -20% Buffer

   15    15    15    15    15    14.5    14.5    14.5    15    15    15

MSCI EAFE Dual Direction 5 Year -10% Buffer

   800    800    800    800    800    800    800    800    800    800    800

MSCI EAFE Standard 1 Year -15% Buffer

   14.5    14.5    14.5    14.5    14.5    14.5    14.5    14.5    14.5    14.5    14.5

MSCI EAFE Dual Direction 1 Year -15% Buffer

   8    8    8    8    8    8    8    8    8    8    8

NASDAQ 100 Dual Step Up 1 Yr -15% Buffer

   8.7    8.7    8.7    8.2    8.2    8    8    8    8.5    9    9

 


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 B Shares

 

      07/03/2025      07/17/2025      08/07/2025      08/21/2025      09/04/2025      09/18/2025      10/02/2025      10/16/2025      11/06/2025      11/20/2025      12/04/2025 

S&P 500 Dual Direction 5 Year -15% Buffer

   500    500    500    500    500    500    500    500    300    300    300

NASDAQ 100 Standard 1 Year -10% Buffer

   20    20    20    19    19    18    18    18    19    20    20

Russell 2000 Standard 1 Year -15% Buffer

   18    18    18    18    18    17    17    17    18    18    18

NASDAQ 100 Dual Direction 5 Year -10% Buffer

   270    270    270    270    270    270    270    270    150    150    150

NASDAQ 100 Step Up 5 Year -10% Buffer

   50    50    50    50    50    50    50    50    50    50    50

S&P 500 Standard 5 Year -15% Buffer

   750    750    750    750    750    750    750    750    750    750    750

MSCI EAFE Standard 1 Year -20% Buffer

   12    12    12    12    12    12    12    12    12    12    12

NASDAQ 100 Dual Direction 1 Year -10% Buffer

   17    17    17    15.5    15.5    14.5    14.5    14.5    15.5    16.5    16.5

S&P 500 Standard 5 Year -20% Buffer

   500    500    500    500    500    500    500    500    250    250    250

NASDAQ 100 Step Up 1 Year -10% Buffer

   13    13    13    12    12    12    12    12    13    13.5    13.5

Russell 2000 Dual Direction 1 Year -10% Buffer

   18    18    18    18    18    17.5    17.5    17.5    18.5    19    19

NASDAQ 100 Standard 5 Year -10% Buffer

   Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped

MSCI EAFE Standard 1 Year -40% Buffer

   8.5    8.5    8.5    8.5    8.5    8.5    8.5    8.5    8.5    8.5    8.5

S&P 500 Dual Direction 5 Year -20% Buffer

   100    100    100    100    100    80    80    80    70    70    70

Russell 2000 Dual Step Up 1 Yr -15% Buffer

   9    9    9    9    9    8.5    8.5    8.5    9    9    9

 


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 B Shares

 

      07/03/2025      07/17/2025      08/07/2025      08/21/2025      09/04/2025      09/18/2025      10/02/2025      10/16/2025      11/06/2025      11/20/2025      12/04/2025 

Russell 2000 Dual Direction 5 Year -20% Buffer

   115    115    115    115    115    115    115    115    115    115    115

NASDAQ 100 Standard 1 Year -15% Buffer

   16    16    16    15    15    14    14    14    15.5    16.5    16.5

S&P 500 Growth Multiplier 1 Year -0% Buffer

   Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped

NASDAQ 100 Dual Direction 5 Year -20% Buffer

   85    85    85    85    85    85    85    85    80    80    80

S&P 500 Dual Direction 1 Year -10% Buffer

   13    13    13    13    13    12    12    12    13    14    14

S&P 500 Dual Step Up 1 Yr -15% Buffer

   8    8    8    7.5    7.5    7.5    7.5    7.5    7.5    8    8

S&P 500 Standard 1 Year -40% Buffer

   8.5    8.5    8.5    8.5    8.5    7.5    7.5    7.5    8    8    8

MSCI EAFE Dual Direction 5 Year -20% Buffer

   400    400    400    400    400    400    400    400    400    400    400

MSCI EAFE Dual Step Up 1 Yr -20% Buffer

   5.5    5.5    5.5    5.5    5.5    5.5    5.5    5.5    5.5    5.5    5.5

MSCI EM Standard 1 Year -10% Buffer

   28.5    28.5    28.5    28.5    28.5    28.5    28.5    28.5    26.5    26.5    26.5

Russell 2000 Standard 5 Year -10% Buffer

   Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped

S&P 500 Step Up 1 Yr -10% Buffer

   11    11    11    10    10    10    10    10    11    11.5    11.5

NASDAQ 100 Dual Step Up 1 Yr -20% Buffer

   7.5    7.5    7.5    7.5    7.5    7    7    7    7.5    7.5    7.5

S&P 500 Growth Multiplier 5 Year -0% Buffer

   Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped    Uncapped

NASDAQ 100 Standard 1 Year -20% Buffer

   13.5    13.5    13.5    12.5    12.5    11.5    11.5    11.5    13    14    14

 


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 B Shares

 

      07/03/2025      07/17/2025      08/07/2025      08/21/2025      09/04/2025      09/18/2025      10/02/2025      10/16/2025      11/06/2025      11/20/2025      12/04/2025 

Russell 2000 Dual Step Up 1 Yr -20% Buffer

   7.5    7.5    7.5    7.5    7.5    7    7    7    7.5    7.5    7.5

NASDAQ 100 Dual Step Up 1 Yr -10% Buffer

   11    11    11    10    10    10    10    10    10.5    11    11

MSCI EAFE Dual Direction 1 Year -10% Buffer

   15    15    15    15    15    13    13    13    13    13    13

MSCI EAFE Step Up 1 Year -15% Buffer

   9    9    9    8.5    8.5    8.5    8.5    8.5    9    9    9

S&P 500 Dual Direction 5 Year -10% Buffer

   700    700    700    700    700    700    700    700    700    700    700

S&P 500 Standard 1 Year -15% Buffer

   13    13    13    13    13    12    12    12    13    14    14

NASDAQ 100 Dual Direction 5 Year -15% Buffer

   105    105    105    105    105    105    105    105    100    100    100

MSCI EAFE Dual Step Up 1 Yr -15% Buffer

   6.5    6.5    6.5    6.5    6.5    6.5    6.5    6.5    6.5    6.5    6.5

MSCI EAFE Standard 5 Year -15% Buffer

   750    750    750    750    750    750    750    750    750    750    750

Russell 2000 Step Up 1 Year -15% Buffer

   12.5    12.5    12.5    12.5    12.5    11.5    11.5    11.5    12.5    13    13

Russell 2000 Dual Direction 1 Year -20% Buffer

   7.5    7.5    7.5    7.5    7.5    7    7    7    7.5    7.5    7.5

Russell 2000 Dual Direction 1 Year -15% Buffer

   12    12    12    12    12    11.5    11.5    11.5    12    12.5    12.5

Russell 2000 Standard 5 Year -20% Buffer

   500    500    500    500    500    500    500    500    500    500    500

Russell 2000 Dual Step Up 1 Yr -10% Buffer

   11    11    11    11    11    10.5    10.5    10.5    11    11    11

S&P 500 Standard 1 Year -20% Buffer

   11    11    11    11    11    10.5    10.5    10.5    11    11.5    11.5

 


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 B Shares

 

      07/03/2025      07/17/2025      08/07/2025      08/21/2025      09/04/2025      09/18/2025      10/02/2025      10/16/2025      11/06/2025      11/20/2025      12/04/2025 

MSCI EAFE Step Up 1 Yr -10% Buffer

   9.5    9.5    9.5    9.5    9.5    9.5    9.5    9.5    10    10    10

MSCI EAFE Step Up 5 Year -10% Buffer

   45    45    45    45    45    45    45    45    45    45    45

S&P 500 Dual Direction 1 Year -15% Buffer

   9.5    9.5    9.5    9.5    9.5    8.5    8.5    8.5    9.5    10    10

MSCI EAFE Standard 5 Year -20% Buffer

   650    650    650    650    650    650    650    650    650    650    650

Russell 2000 Standard 5 Year -15% Buffer

   750    750    750    750    750    750    750    750    750    750    750

 


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 C Shares

 

     01/02/2025     01/16/2025     02/06/2025     02/20/2025     03/06/2025     03/20/2025     04/03/2025     04/17/2025     05/01/2025     05/15/2025     06/05/2025     06/18/2025 

Russell 2000 Step Up 1 Yr -10% Buffer

  14   14   14   14   14   15.3   15.3   18.3   18.3   16   14.5   14.5

Russell 2000 Standard 1 Year -40% Buffer

  11   11   10.5   10.5   10.5   11   11   12   12   11   10   10

MSCI EAFE Dual Step Up 1 Yr -10% Buffer

  8   8   8   8   8   8   8   10.5   10.5   9   8   8

MSCI EAFE Dual Direction 1 Year -20% Buffer

  6   6   6   6   6   6   6   8   8   5.5   5.5   5.5

S&P 500 Dual Step Up 1 Yr -20% Buffer

  6.5   6.5   6.5   6.5   6.5   7   7   8.5   8.5   7.5   7   7

NASDAQ 100 Step Up 1 Year -15% Buffer

  11.2   11.2   11.2   11.2   11.2   12.5   12.5   15   15   13.5   12   12

Russell 2000 Dual Direction 5 Year -10% Buffer

  800   800   800   800   800   800   800   800   800   800   800   800

MSCI EAFE Dual Direction 5 Year -15% Buffer

  600   600   600   600   600   600   600   600   600   600   600   600

NASDAQ 100 Standard 1 Year -40% Buffer

  10   10   9.5   9.5   9.5   10   10   11   11   10   9.5   9.5

S&P 500 Dual Direction 1 Year -20% Buffer

  7   7   6.5   6.5   6.5   7   7   9   9   7.5   7   7

NASDAQ 100 Dual Direction 1 Year -15% Buffer

  11   11   11   11   11   12.5   12.5   15.5   15.5   14   12.5   12.5

Russell 2000 Standard 1 Year -10% Buffer

  23.5   23.5   22.5   22.5   22.5   23.5   23.5   27   27   26   24   24

Russell 2000 Step Up 5 Year -10% Buffer

  54   54   54   54   54   54   54   54   54   54   54   54

MSCI EAFE Standard 5 Year -10% Buffer

  Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped

S&P 500 Standard 5 Year -10% Buffer

  Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped

 


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 C Shares

 

     01/02/2025     01/16/2025     02/06/2025     02/20/2025     03/06/2025     03/20/2025     04/03/2025     04/17/2025     05/01/2025     05/15/2025     06/05/2025     06/18/2025 

NASDAQ 100 Dual Direction 1 Year -20% Buffer

  7.5   7.5   7.5   7.5   7.5   8.5   8.5   10.5   10.5   9   8.5   8.5

NASDAQ 100 Standard 5 Year -20% Buffer

  110   110   110   110   110   110   110   110   110   110   110   110

S&P 500 Step Up 1 Year -15% Buffer

  9.2   9.2   9.2   9.2   9.2   10.5   10.5   13   13   11.5   10.5   10.5

S&P 500 Standard 1 Year -10% Buffer

  16   16   15.5   15.5   15.5   16.5   16.5   20   20   19   17.5   17.5

Russell 2000 Dual Direction 5 Year -15% Buffer

  600   600   600   600   600   600   600   600   600   600   600   600

S&P 500 Dual Step Up 1 Yr -10% Buffer

  8.5   8.5   8.5   8.5   8.5   9.5   9.5   12   12   11   10   10

MSCI EAFE Standard 1 Year -10% Buffer

  35   35   35   35   35   30   30   33.5   33.5   29   26   26

MSCI EM Standard 1 Year -15% Buffer

  19   19   19   19   19   15   15   17.5   17.5   17.5   17.5   17.5

S&P 500 Step Up 5 Year -10% Buffer

  45   45   45   45   45   45   45   45   45   45   45   45

NASDAQ 100 Standard 5 Year -15% Buffer

  Uncapped   500   500   500   500   500   500   500   500   500   500   500

Russell 2000 Standard 1 Year -20% Buffer

  15   15   14   14   14   15   15   17   17   16.5   15   15

MSCI EAFE Dual Direction 5 Year -10% Buffer

  800   800   800   800   800   800   800   800   800   800   800   800

MSCI EAFE Standard 1 Year -15% Buffer

  18   18   18   18   18   18   18   20.5   20.5   17.5   14.5   14.5

MSCI EAFE Dual Direction 1 Year -15% Buffer

  9   9   9   9   9   9   9   12   12   9.5   8   8

NASDAQ 100 Dual Step Up 1 Yr -15% Buffer

  8.2   8.2   8.2   8.2   8.2   9.2   9.2   11.2   11.2   10.2   9.2   9.2

 


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 C Shares

 

     01/02/2025     01/16/2025     02/06/2025     02/20/2025     03/06/2025     03/20/2025     04/03/2025     04/17/2025     05/01/2025     05/15/2025     06/05/2025     06/18/2025 

S&P 500 Dual Direction 5 Year -15% Buffer

  500   500   500   500   500   500   500   500   500   500   500   500

NASDAQ 100 Standard 1 Year -10% Buffer

  20   20   19   19   19   20   20   23.5   23.5   22.5   21   21

Russell 2000 Standard 1 Year -15% Buffer

  18   18   17   17   17   18   18   20.5   20.5   19.5   18   18

NASDAQ 100 Dual Direction 5 Year -10% Buffer

  270   270   270   270   270   270   270   270   270   270   270   270

NASDAQ 100 Step Up 5 Year -10% Buffer

  50   50   50   50   50   50   50   50   50   50   50   50

S&P 500 Standard 5 Year -15% Buffer

  750   750   750   750   750   750   750   750   750   750   750   750

MSCI EAFE Standard 1 Year -20% Buffer

  14   14   14   14   14   14   14   16   16   13.5   12   12

NASDAQ 100 Dual Direction 1 Year -10% Buffer

  16   16   15.5   15.5   15.5   17   17   20.5   20.5   19.5   18   18

S&P 500 Standard 5 Year -20% Buffer

  500   500   500   500   500   500   500   500   500   500   500   500

NASDAQ 100 Step Up 1 Year -10% Buffer

  12.5   12.5   12.5   12.5   12.5   13.8   13.8   16.8   16.8   15.3   13.5   13.5

Russell 2000 Dual Direction 1 Year -10% Buffer

  18   18   17   17   17   18.5   18.5   22   22   21   19   19

NASDAQ 100 Standard 5 Year -10% Buffer

  500   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped

MSCI EAFE Standard 1 Year -40% Buffer

  10   10   10   10   10   10   10   11   11   9.5   8.5   8.5

S&P 500 Dual Direction 5 Year -20% Buffer

  150   150   125   100   100   100   100   100   100   100   100   100

Russell 2000 Dual Step Up 1 Yr -15% Buffer

  8.8   8.8   8.5   8.5   8.5   9.5   9.5   11.5   11.5   10   9   9

 


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 C Shares

 

     01/02/2025     01/16/2025     02/06/2025     02/20/2025     03/06/2025     03/20/2025     04/03/2025     04/17/2025     05/01/2025     05/15/2025     06/05/2025     06/18/2025 

Russell 2000 Dual Direction 5 Year -20% Buffer

  125   125   115   115   115   115   115   115   115   115   115   115

NASDAQ 100 Standard 1 Year -15% Buffer

  16   16   15   15   15   16   16   18.5   18.5   17.5   16.5   16.5

S&P 500 Growth Multiplier 1 Year -0% Buffer

  Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped

NASDAQ 100 Dual Direction 5 Year -20% Buffer

  85   85   85   85   85   85   85   85   85   85   85   85

S&P 500 Dual Direction 1 Year -10% Buffer

  12.5   12.5   12   12   12   13   13   16.5   16.5   15.5   14   14

S&P 500 Dual Step Up 1 Yr -15% Buffer

  7.2   7.2   7.2   7.2   7.2   8   8   10   10   9   8.5   8.5

S&P 500 Standard 1 Year -40% Buffer

  8.5   8.5   8.5   8.5   8.5   9   9   10   10   9   8.5   8.5

MSCI EAFE Dual Direction 5 Year -20% Buffer

  400   400   400   400   400   400   400   400   400   400   400   400

MSCI EAFE Dual Step Up 1 Yr -20% Buffer

  6   6   6   6   6   6   6   7.5   7.5   6   5.5   5.5

MSCI EM Standard 1 Year -10% Buffer

  28   28   28   28   28   25   25   28.5   28.5   28.5   28.5   28.5

Russell 2000 Standard 5 Year -10% Buffer

  Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped

S&P 500 Step Up 1 Yr -10% Buffer

  10.2   10.2   10.2   10.2   10.2   11.5   11.5   14.5   14.5   13   11.5   11.5

NASDAQ 100 Dual Step Up 1 Yr -20% Buffer

  7   7   7   7   7   7.5   7.5   9   9   8.5   8   8

S&P 500 Growth Multiplier 5 Year -0% Buffer

  Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped

NASDAQ 100 Standard 1 Year -20% Buffer

  13.5   13.5   13   13   13   14   14   16   16   15   14   14

 


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 C Shares

 

     01/02/2025     01/16/2025     02/06/2025     02/20/2025     03/06/2025     03/20/2025     04/03/2025     04/17/2025     05/01/2025     05/15/2025     06/05/2025     06/18/2025 

Russell 2000 Dual Step Up 1 Yr -20% Buffer

  7.5   7.5   7.5   7.2   7.2   7.7   7.7   9.2   9.2   8.5   8   8

NASDAQ 100 Dual Step Up 1 Yr -10% Buffer

  10   10   10   10   10   11   11   13.7   13.7   12.7   11.5   11.5

MSCI EAFE Dual Direction 1 Year -10% Buffer

  17   17   17   16   16   16   16   19.5   19.5   17   15   15

MSCI EAFE Step Up 1 Year -15% Buffer

  9   9   9   9   9   9   9   11.5   11.5   10   9   9

S&P 500 Dual Direction 5 Year -10% Buffer

  700   700   700   700   700   700   700   700   700   700   700   700

S&P 500 Standard 1 Year -15% Buffer

  13   13   12.5   12.5   12.5   13.5   13.5   16   16   15   14   14

NASDAQ 100 Dual Direction 5 Year -15% Buffer

  105   105   105   105   105   105   105   105   105   105   105   105

MSCI EAFE Dual Step Up 1 Yr -15% Buffer

  6.8   6.8   6.8   6.8   6.8   6.8   6.8   8.8   8.8   7.5   6.5   6.5

MSCI EAFE Standard 5 Year -15% Buffer

  750   750   750   750   750   750   750   750   750   750   750   750

Russell 2000 Step Up 1 Year -15% Buffer

  12   12   11.7   11.7   11.7   13   13   15.5   15.5   14   13   13

Russell 2000 Dual Direction 1 Year -20% Buffer

  7.5   7.5   7   7   7   8   8   10   10   8.5   7.5   7.5

Russell 2000 Dual Direction 1 Year -15% Buffer

  12   12   11   11   11   12.5   12.5   15.5   15.5   14   13   13

Russell 2000 Standard 5 Year -20% Buffer

  500   500   500   500   500   500   500   500   500   500   500   500

Russell 2000 Dual Step Up 1 Yr -10% Buffer

  11   11   10.5   10.5   10.5   11.5   11.5   14.2   14.2   12.5   11.5   11.5

S&P 500 Standard 1 Year -20% Buffer

  11.5   11.5   11   11   11   12   12   14   14   13   12   12

 


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 C Shares

 

     01/02/2025     01/16/2025     02/06/2025     02/20/2025     03/06/2025     03/20/2025     04/03/2025     04/17/2025     05/01/2025     05/15/2025     06/05/2025     06/18/2025 

MSCI EAFE Step Up 1 Yr -10% Buffer

  10.2   10.2   10.2   10.2   10.2   10.2   10.2   13.2   13.2   11.5   9.5   9.5

MSCI EAFE Step Up 5 Year -10% Buffer

  45   45   45   45   45   45   45   45   45   45   45   45

S&P 500 Dual Direction 1 Year -15% Buffer

  9   9   8.5   8.5   8.5   9.5   9.5   12.5   12.5   11   10   10

MSCI EAFE Standard 5 Year -20% Buffer

  650   650   650   650   650   650   650   650   650   650   650   650

Russell 2000 Standard 5 Year -15% Buffer

  750   750   750   750   750   750   750   750   750   750   750   750

 


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 C Shares

 

     07/03/2025     07/17/2025     08/07/2025     08/21/2025     09/04/2025     09/18/2025     10/02/2025     10/16/2025     11/06/2025     11/20/2025     12/04/2025 

Russell 2000 Step Up 1 Yr -10% Buffer

  14   14   14   14   14   13.5   13.5   13.5   14.5   14.5   14.5

Russell 2000 Standard 1 Year -40% Buffer

  10   10   10   10   10   10   10   10   10   10   10

MSCI EAFE Dual Step Up 1 Yr -10% Buffer

  8   8   8   8   8   8   8   8   8   7.5   7.5

MSCI EAFE Dual Direction 1 Year -20% Buffer

  5.5   5.5   5.5   5.5   5.5   5.5   5.5   5.5   5.5   5.5   5.5

S&P 500 Dual Step Up 1 Yr -20% Buffer

  7   7   7   6.5   6.5   6.5   6.5   6.5   6.5   7   7

NASDAQ 100 Step Up 1 Year -15% Buffer

  11.5   11.5   11.5   10.5   10.5   10.5   10.5   10.5   11.5   11.5   11.5

Russell 2000 Dual Direction 5 Year -10% Buffer

  800   800   800   800   800   800   800   800   800   800   800

MSCI EAFE Dual Direction 5 Year -15% Buffer

  600   600   600   600   600   600   600   600   600   600   600

NASDAQ 100 Standard 1 Year -40% Buffer

  9.5   9.5   9.5   9   9   8   8   8   9   9   9

S&P 500 Dual Direction 1 Year -20% Buffer

  7   7   7   7   7   6   6   6   6.5   7   7

NASDAQ 100 Dual Direction 1 Year -15% Buffer

  12   12   12   11   11   10.5   10.5   10.5   11   11.5   11.5

Russell 2000 Standard 1 Year -10% Buffer

  24   24   24   24   24   23   23   23   24   24   24

Russell 2000 Step Up 5 Year -10% Buffer

  54   54   54   54   54   54   54   54   54   54   54

MSCI EAFE Standard 5 Year -10% Buffer

  Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped

S&P 500 Standard 5 Year -10% Buffer

  Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped

 


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 C Shares

 

     07/03/2025     07/17/2025     08/07/2025     08/21/2025     09/04/2025     09/18/2025     10/02/2025     10/16/2025     11/06/2025     11/20/2025     12/04/2025 

NASDAQ 100 Dual Direction 1 Year -20% Buffer

  8   8   8   7.5   7.5   7   7   7   7.5   8   8

NASDAQ 100 Standard 5 Year -20% Buffer

  110   110   110   110   110   110   110   110   100   100   100

S&P 500 Step Up 1 Year -15% Buffer

  10   10   10   9   9   9   9   9   9.5   10   10

S&P 500 Standard 1 Year -10% Buffer

  17   17   17   17   17   15.5   15.5   15.5   16.5   17.5   17.5

Russell 2000 Dual Direction 5 Year -15% Buffer

  600   600   600   600   600   600   600   600   600   600   600

S&P 500 Dual Step Up 1 Yr -10% Buffer

  9.5   9.5   9.5   8.5   8.5   8.5   8.5   8.5   9   9.5   9.5

MSCI EAFE Standard 1 Year -10% Buffer

  26   26   26   26   26   20   20   20   20   20   20

MSCI EM Standard 1 Year -15% Buffer

  17.5   17.5   17.5   17.5   17.5   17.5   17.5   17.5   17.5   17.5   17.5

S&P 500 Step Up 5 Year -10% Buffer

  45   45   45   45   45   45   45   45   45   45   45

NASDAQ 100 Standard 5 Year -15% Buffer

  500   500   500   500   500   500   500   500   200   200   200

Russell 2000 Standard 1 Year -20% Buffer

  15   15   15   15   15   14.5   14.5   14.5   15   15   15

MSCI EAFE Dual Direction 5 Year -10% Buffer

  800   800   800   800   800   800   800   800   800   800   800

MSCI EAFE Standard 1 Year -15% Buffer

  14.5   14.5   14.5   14.5   14.5   14.5   14.5   14.5   14.5   14.5   14.5

MSCI EAFE Dual Direction 1 Year -15% Buffer

  8   8   8   8   8   8   8   8   8   8   8

NASDAQ 100 Dual Step Up 1 Yr -15% Buffer

  8.7   8.7   8.7   8.2   8.2   8   8   8   8.5   9   9

 


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 C Shares

 

     07/03/2025     07/17/2025     08/07/2025     08/21/2025     09/04/2025     09/18/2025     10/02/2025     10/16/2025     11/06/2025     11/20/2025     12/04/2025 

S&P 500 Dual Direction 5 Year -15% Buffer

  500   500   500   500   500   500   500   500   300   300   300

NASDAQ 100 Standard 1 Year -10% Buffer

  20   20   20   19   19   18   18   18   19   20   20

Russell 2000 Standard 1 Year -15% Buffer

  18   18   18   18   18   17   17   17   18   18   18

NASDAQ 100 Dual Direction 5 Year -10% Buffer

  270   270   270   270   270   270   270   270   150   150   150

NASDAQ 100 Step Up 5 Year -10% Buffer

  50   50   50   50   50   50   50   50   50   50   50

S&P 500 Standard 5 Year -15% Buffer

  750   750   750   750   750   750   750   750   750   750   750

MSCI EAFE Standard 1 Year -20% Buffer

  12   12   12   12   12   12   12   12   12   12   12

NASDAQ 100 Dual Direction 1 Year -10% Buffer

  17   17   17   15.5   15.5   14.5   14.5   14.5   15.5   16.5   16.5

S&P 500 Standard 5 Year -20% Buffer

  500   500   500   500   500   500   500   500   250   250   250

NASDAQ 100 Step Up 1 Year -10% Buffer

  13   13   13   12   12   12   12   12   13   13.5   13.5

Russell 2000 Dual Direction 1 Year -10% Buffer

  18   18   18   18   18   17.5   17.5   17.5   18.5   19   19

NASDAQ 100 Standard 5 Year -10% Buffer

  Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped

MSCI EAFE Standard 1 Year -40% Buffer

  8.5   8.5   8.5   8.5   8.5   8.5   8.5   8.5   8.5   8.5   8.5

S&P 500 Dual Direction 5 Year -20% Buffer

  100   100   100   100   100   80   80   80   70   70   70

Russell 2000 Dual Step Up 1 Yr -15% Buffer

  9   9   9   9   9   8.5   8.5   8.5   9   9   9

 


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 C Shares

 

     07/03/2025     07/17/2025     08/07/2025     08/21/2025     09/04/2025     09/18/2025     10/02/2025     10/16/2025     11/06/2025     11/20/2025     12/04/2025 

Russell 2000 Dual Direction 5 Year -20% Buffer

  115   115   115   115   115   115   115   115   115   115   115

NASDAQ 100 Standard 1 Year -15% Buffer

  16   16   16   15   15   14   14   14   15.5   16.5   16.5

S&P 500 Growth Multiplier 1 Year -0% Buffer

  Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped

NASDAQ 100 Dual Direction 5 Year -20% Buffer

  85   85   85   85   85   85   85   85   80   80   80

S&P 500 Dual Direction 1 Year -10% Buffer

  13   13   13   13   13   12   12   12   13   14   14

S&P 500 Dual Step Up 1 Yr -15% Buffer

  8   8   8   7.5   7.5   7.5   7.5   7.5   7.5   8   8

S&P 500 Standard 1 Year -40% Buffer

  8.5   8.5   8.5   8.5   8.5   7.5   7.5   7.5   8   8   8

MSCI EAFE Dual Direction 5 Year -20% Buffer

  400   400   400   400   400   400   400   400   400   400   400

MSCI EAFE Dual Step Up 1 Yr -20% Buffer

  5.5   5.5   5.5   5.5   5.5   5.5   5.5   5.5   5.5   5.5   5.5

MSCI EM Standard 1 Year -10% Buffer

  28.5   28.5   28.5   28.5   28.5   28.5   28.5   28.5   26.5   26.5   26.5

Russell 2000 Standard 5 Year -10% Buffer

  Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped

S&P 500 Step Up 1 Yr -10% Buffer

  11   11   11   10   10   10   10   10   11   11.5   11.5

NASDAQ 100 Dual Step Up 1 Yr -20% Buffer

  7.5   7.5   7.5   7.5   7.5   7   7   7   7.5   7.5   7.5

S&P 500 Growth Multiplier 5 Year -0% Buffer

  Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped

NASDAQ 100 Standard 1 Year -20% Buffer

  13.5   13.5   13.5   12.5   12.5   11.5   11.5   11.5   13   14   14

 


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 C Shares

 

     07/03/2025     07/17/2025     08/07/2025     08/21/2025     09/04/2025     09/18/2025     10/02/2025     10/16/2025     11/06/2025     11/20/2025     12/04/2025 

Russell 2000 Dual Step Up 1 Yr -20% Buffer

  7.5   7.5   7.5   7.5   7.5   7   7   7   7.5   7.5   7.5

NASDAQ 100 Dual Step Up 1 Yr -10% Buffer

  11   11   11   10   10   10   10   10   10.5   11   11

MSCI EAFE Dual Direction 1 Year -10% Buffer

  15   15   15   15   15   13   13   13   13   13   13

MSCI EAFE Step Up 1 Year -15% Buffer

  9   9   9   8.5   8.5   8.5   8.5   8.5   9   9   9

S&P 500 Dual Direction 5 Year -10% Buffer

  700   700   700   700   700   700   700   700   700   700   700

S&P 500 Standard 1 Year -15% Buffer

  13   13   13   13   13   12   12   12   13   14   14

NASDAQ 100 Dual Direction 5 Year -15% Buffer

  105   105   105   105   105   105   105   105   100   100   100

MSCI EAFE Dual Step Up 1 Yr -15% Buffer

  6.5   6.5   6.5   6.5   6.5   6.5   6.5   6.5   6.5   6.5   6.5

MSCI EAFE Standard 5 Year -15% Buffer

  750   750   750   750   750   750   750   750   750   750   750

Russell 2000 Step Up 1 Year -15% Buffer

  12.5   12.5   12.5   12.5   12.5   11.5   11.5   11.5   12.5   13   13

Russell 2000 Dual Direction 1 Year -20% Buffer

  7.5   7.5   7.5   7.5   7.5   7   7   7   7.5   7.5   7.5

Russell 2000 Dual Direction 1 Year -15% Buffer

  12   12   12   12   12   11.5   11.5   11.5   12   12.5   12.5

Russell 2000 Standard 5 Year -20% Buffer

  500   500   500   500   500   500   500   500   500   500   500

Russell 2000 Dual Step Up 1 Yr -10% Buffer

  11   11   11   11   11   10.5   10.5   10.5   11   11   11

S&P 500 Standard 1 Year -20% Buffer

  11   11   11   11   11   10.5   10.5   10.5   11   11.5   11.5

 


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 C Shares

 

     07/03/2025     07/17/2025     08/07/2025     08/21/2025     09/04/2025     09/18/2025     10/02/2025     10/16/2025     11/06/2025     11/20/2025     12/04/2025 

MSCI EAFE Step Up 1 Yr -10% Buffer

  9.5   9.5   9.5   9.5   9.5   9.5   9.5   9.5   10   10   10

MSCI EAFE Step Up 5 Year -10% Buffer

  45   45   45   45   45   45   45   45   45   45   45

S&P 500 Dual Direction 1 Year -15% Buffer

  9.5   9.5   9.5   9.5   9.5   8.5   8.5   8.5   9.5   10   10

MSCI EAFE Standard 5 Year -20% Buffer

  650   650   650   650   650   650   650   650   650   650   650

Russell 2000 Standard 5 Year -15% Buffer

  750   750   750   750   750   750   750   750   750   750   750

 


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 ADV Shares

 

     01/02/2025     01/16/2025     02/06/2025     02/20/2025     03/06/2025     03/20/2025     04/03/2025     04/17/2025     05/01/2025     05/15/2025     06/05/2025     06/18/2025 

Russell 2000 Step Up 1 Yr -10% Buffer

  14   14   14   14   14   15   15   17.5   17.5   16   14.5   14.5

Russell 2000 Standard 1 Year -40% Buffer

  11   11   11   11   11   11   11   11.5   11.5   11.5   10.5   10.5

MSCI EAFE Dual Step Up 1 Yr -10% Buffer

  8   8   8   8   8   8   8   10.7   10.7   8.7   7.7   7.7

MSCI EAFE Dual Direction 1 Year -20% Buffer

  6   6   6   6   6   6   6   8   8   6   5   5

S&P 500 Dual Step Up 1 Yr -20% Buffer

  6.5   6.5   6.5   6.5   6.5   7   7   8   8   7.5   7   7

NASDAQ 100 Step Up 1 Year -15% Buffer

  11   11   11   11   11   12   12   13.6   13.6   13.5   12   12

Russell 2000 Dual Direction 5 Year -10% Buffer

  300   300   300   300   300   300   300   300   300   300   300   300

MSCI EAFE Dual Direction 5 Year -15% Buffer

  600   600   600   600   600   600   600   600   600   600   600   600

NASDAQ 100 Standard 1 Year -40% Buffer

  10   10   10   10   10   10   10   10.5   10.5   10.5   9.5   9.5

S&P 500 Dual Direction 1 Year -20% Buffer

  6.5   6.5   6.5   6.5   6.5   7   7   8   8   8   7.5   7.5

NASDAQ 100 Dual Direction 1 Year -15% Buffer

  11   11   11   11   11   12   12   14   14   14   12.5   12.5

Russell 2000 Standard 1 Year -10% Buffer

  23   23   23   23   23   24   24   26.5   26.5   26.5   24.5   24.5

Russell 2000 Step Up 5 Year -10% Buffer

  50   50   50   50   50   50   50   50   50   50   50   50

MSCI EAFE Standard 5 Year -10% Buffer

  Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped

S&P 500 Standard 5 Year -10% Buffer

  Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped

 


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 ADV Shares

 

     01/02/2025     01/16/2025     02/06/2025     02/20/2025     03/06/2025     03/20/2025     04/03/2025     04/17/2025     05/01/2025     05/15/2025     06/05/2025     06/18/2025 

NASDAQ 100 Dual Direction 1 Year -20% Buffer

  7.5   7.5   7.5   7.5   7.5   8   8   9.5   9.5   9.5   8.5   8.5

NASDAQ 100 Standard 5 Year -20% Buffer

  105   105   105   105   105   105   105   105   105   105   105   105

S&P 500 Step Up 1 Year -15% Buffer

  9   9   9   9   9   10   10   12   12   11   10   10

S&P 500 Standard 1 Year -10% Buffer

  15   15   15   15   15   16   16   18.5   18.5   18.5   17   17

Russell 2000 Dual Direction 5 Year -15% Buffer

  200   200   200   200   200   200   200   200   200   200   200   200

S&P 500 Dual Step Up 1 Yr -10% Buffer

  8.5   8.5   8.5   8.5   8.5   9.5   9.5   11.7   11.7   11   10   10

MSCI EAFE Standard 1 Year -10% Buffer

  30   30   30   30   30   30   30   33   33   30   25   25

MSCI EM Standard 1 Year -15% Buffer

  20   20   20   20   20   19   19   21   21   21   21   21

S&P 500 Step Up 5 Year -10% Buffer

  45   45   45   45   45   45   45   45   45   45   45   45

NASDAQ 100 Standard 5 Year -15% Buffer

  150   150   135   135   135   135   135   135   135   135   135   135

Russell 2000 Standard 1 Year -20% Buffer

  15   15   15   15   15   16   16   18   18   17.5   16   16

MSCI EAFE Dual Direction 5 Year -10% Buffer

  800   800   800   800   800   800   800   800   800   800   800   800

MSCI EAFE Standard 1 Year -15% Buffer

  17   17   17   17   17   17   17   19   19   16.5   15   15

MSCI EAFE Dual Direction 1 Year -15% Buffer

  9.5   9.5   9.5   9.5   9.5   9.5   9.5   11.5   11.5   9.5   8   8

NASDAQ 100 Dual Step Up 1 Yr -15% Buffer

  8.2   8.2   8.2   8.2   8.2   9.2   9.2   10.6   10.6   10   9   9

 


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 ADV Shares

 

     01/02/2025     01/16/2025     02/06/2025     02/20/2025     03/06/2025     03/20/2025     04/03/2025     04/17/2025     05/01/2025     05/15/2025     06/05/2025     06/18/2025 

S&P 500 Dual Direction 5 Year -15% Buffer

  500   500   125   125   125   125   125   125   125   125   125   125

NASDAQ 100 Standard 1 Year -10% Buffer

  20   20   20   19.5   19.5   20.5   20.5   23.5   23.5   23.5   21.5   21.5

Russell 2000 Standard 1 Year -15% Buffer

  18   18   18   18   18   19   19   21.5   21.5   21   19.5   19.5

NASDAQ 100 Dual Direction 5 Year -10% Buffer

  180   180   150   150   150   150   150   150   150   150   150   150

NASDAQ 100 Step Up 5 Year -10% Buffer

  50   50   50   50   50   50   50   50   50   50   50   50

S&P 500 Standard 5 Year -15% Buffer

  750   750   750   750   750   750   750   750   750   750   750   750

MSCI EAFE Standard 1 Year -20% Buffer

  14   14   14   14   14   14   14   16   16   13.5   12   12

NASDAQ 100 Dual Direction 1 Year -10% Buffer

  16.5   16.5   16.5   16   16   17   17   20   20   20   18   18

S&P 500 Standard 5 Year -20% Buffer

  500   500   125   125   125   125   125   125   125   125   125   125

NASDAQ 100 Step Up 1 Year -10% Buffer

  12.5   12.5   12.5   12.5   12.5   13.5   13.5   15.7   15.7   15.5   14   14

Russell 2000 Dual Direction 1 Year -10% Buffer

  18   18   18   18   18   19   19   22   22   22   19.5   19.5

NASDAQ 100 Standard 5 Year -10% Buffer

  225   225   225   225   225   225   225   225   225   225   225   225

MSCI EAFE Standard 1 Year -40% Buffer

  10   10   10   10   10   10   10   11   11   9   8   8

S&P 500 Dual Direction 5 Year -20% Buffer

  80   80   80   80   80   80   80   80   80   80   80   80

Russell 2000 Dual Step Up 1 Yr -15% Buffer

  8.5   8.5   8.5   8.5   8.5   9.5   9.5   11   11   10   9   9

 


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 ADV Shares

 

     01/02/2025     01/16/2025     02/06/2025     02/20/2025     03/06/2025     03/20/2025     04/03/2025     04/17/2025     05/01/2025     05/15/2025     06/05/2025     06/18/2025 

Russell 2000 Dual Direction 5 Year -20% Buffer

  115   115   100   100   100   100   100   100   100   100   100   100

NASDAQ 100 Standard 1 Year -15% Buffer

  16   16   16   16   16   17   17   19   19   19   17.5   17.5

S&P 500 Growth Multiplier 1 Year -0% Buffer

  Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped

NASDAQ 100 Dual Direction 5 Year -20% Buffer

  80   80   80   80   80   80   80   80   80   80   80   80

S&P 500 Dual Direction 1 Year -10% Buffer

  12   12   12   12   12   13   13   15.5   15.5   15.5   14   14

S&P 500 Dual Step Up 1 Yr -15% Buffer

  7.2   7.2   7.2   7.2   7.2   8.2   8.2   9.7   9.7   9   8   8

S&P 500 Standard 1 Year -40% Buffer

  8.5   8.5   8.5   8.5   8.5   9   9   9.5   9.5   9.5   9   9

MSCI EAFE Dual Direction 5 Year -20% Buffer

  400   400   400   400   400   400   400   400   400   400   400   400

MSCI EAFE Dual Step Up 1 Yr -20% Buffer

  6   6   6   6   6   6   6   7.5   7.5   5.5   5   5

MSCI EM Standard 1 Year -10% Buffer

  28   28   28   28   28   27   27   28.5   28.5   30.5   28.5   28.5

Russell 2000 Standard 5 Year -10% Buffer

  350   350   350   350   350   350   350   350   350   350   350   350

S&P 500 Step Up 1 Yr -10% Buffer

  10   10   10   10   10   11   11   14   14   13   11.5   11.5

NASDAQ 100 Dual Step Up 1 Yr -20% Buffer

  7   7   7   7   7   7.5   7.5   8.7   8.7   8.5   8   8

S&P 500 Growth Multiplier 5 Year -0% Buffer

  Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped

NASDAQ 100 Standard 1 Year -20% Buffer

  13.5   13.5   13.5   13.5   13.5   14.5   14.5   15.5   15.5   15.5   14   14

 


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 ADV Shares

 

     01/02/2025     01/16/2025     02/06/2025     02/20/2025     03/06/2025     03/20/2025     04/03/2025     04/17/2025     05/01/2025     05/15/2025     06/05/2025     06/18/2025 

Russell 2000 Dual Step Up 1 Yr -20% Buffer

  7.2   7.2   7.2   7.2   7.2   7.7   7.7   9.2   9.2   8.5   8   8

NASDAQ 100 Dual Step Up 1 Yr -10% Buffer

  10   10   10   10   10   11   11   13.2   13.2   12.5   11.5   11.5

MSCI EAFE Dual Direction 1 Year -10% Buffer

  16.5   16.5   16.5   16.5   16.5   16.5   16.5   19.5   19.5   17.5   15   15

MSCI EAFE Step Up 1 Year -15% Buffer

  9   9   9   9   9   9   9   11   11   9   7.5   7.5

S&P 500 Dual Direction 5 Year -10% Buffer

  700   700   700   700   700   700   700   700   700   700   700   700

S&P 500 Standard 1 Year -15% Buffer

  12.5   12.5   12.5   12.5   12.5   13.5   13.5   15   15   15   13.5   13.5

NASDAQ 100 Dual Direction 5 Year -15% Buffer

  105   105   105   105   105   105   105   105   105   105   105   105

MSCI EAFE Dual Step Up 1 Yr -15% Buffer

  6.8   6.8   6.8   6.8   6.8   6.8   6.8   8.8   8.8   6.8   5.8   5.8

MSCI EAFE Standard 5 Year -15% Buffer

  750   750   750   750   750   750   750   750   750   750   750   750

Russell 2000 Step Up 1 Year -15% Buffer

  12.2   12.2   12.2   12.2   12.2   13.2   13.2   15.2   15.2   14   12.5   12.5

Russell 2000 Dual Direction 1 Year -20% Buffer

  7.5   7.5   7.5   7.5   7.5   8   8   10.5   10.5   9.5   8.5   8.5

Russell 2000 Dual Direction 1 Year -15% Buffer

  11.5   11.5   11.5   11.5   11.5   12.5   12.5   16   16   14.5   12.5   12.5

Russell 2000 Standard 5 Year -20% Buffer

  155   155   155   155   155   155   155   155   155   155   155   155

Russell 2000 Dual Step Up 1 Yr -10% Buffer

  10.8   10.8   10.8   10.8   10.8   11.8   11.8   13.8   13.8   12.5   11.5   11.5

S&P 500 Standard 1 Year -20% Buffer

  11   11   11   11   11   12   12   13   13   13   12   12

 


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 ADV Shares

 

     01/02/2025     01/16/2025     02/06/2025     02/20/2025     03/06/2025     03/20/2025     04/03/2025     04/17/2025     05/01/2025     05/15/2025     06/05/2025     06/18/2025 

MSCI EAFE Step Up 1 Yr -10% Buffer

  10.3   10.3   10.3   10.3   10.3   10.3   10.3   13.3   13.3   11.3   9.8   9.8

MSCI EAFE Step Up 5 Year -10% Buffer

  45   45   45   45   45   45   45   45   45   45   45   45

S&P 500 Dual Direction 1 Year -15% Buffer

  9   9   9   9   9   10   10   11.5   11.5   11.5   10   10

MSCI EAFE Standard 5 Year -20% Buffer

  650   650   650   650   650   650   650   650   650   650   650   650

Russell 2000 Standard 5 Year -15% Buffer

  215   215   215   215   215   215   215   215   215   215   215   215

 


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 ADV Shares

 

     07/03/2025     07/17/2025     08/07/2025     08/21/2025     09/04/2025     09/18/2025     10/02/2025     10/16/2025     11/06/2025     11/20/2025     12/04/2025 

Russell 2000 Step Up 1 Yr -10% Buffer

  14.5   14.5   14.5   14.5   14.5   14.5   14.5   14.5   14.5   14.5   14.5

Russell 2000 Standard 1 Year -40% Buffer

  10.5   10.5   10.5   10.5   10.5   10.5   10.5   10.5   10.5   10.5   10.5

MSCI EAFE Dual Step Up 1 Yr -10% Buffer

  7.7   7.7   7.7   7.7   7.7   7.7   7.7   7.7   7.7   7.7   7.7

MSCI EAFE Dual Direction 1 Year -20% Buffer

  5   5   5   5   5   5   5   5   5   5   5

S&P 500 Dual Step Up 1 Yr -20% Buffer

  7   7   7   6.5   6.5   6.5   6.5   6.5   6.5   6.5   6.5

NASDAQ 100 Step Up 1 Year -15% Buffer

  11.5   11.5   11.5   11   11   11   11   11   11   11   11

Russell 2000 Dual Direction 5 Year -10% Buffer

  300   300   300   300   300   300   300   300   300   300   300

MSCI EAFE Dual Direction 5 Year -15% Buffer

  600   600   600   600   600   600   600   600   600   600   600

NASDAQ 100 Standard 1 Year -40% Buffer

  9   9   9   8.5   8.5   8.5   8.5   8.5   8.5   8.5   8.5

S&P 500 Dual Direction 1 Year -20% Buffer

  7   7   7   6.5   6.5   6.5   6.5   6.5   6.5   6.5   6.5

NASDAQ 100 Dual Direction 1 Year -15% Buffer

  11.5   11.5   11.5   10.5   10.5   10.5   10.5   10.5   10.5   10.5   10.5

Russell 2000 Standard 1 Year -10% Buffer

  24.5   24.5   24.5   24.5   24.5   24   24   24   24.5   24.5   24.5

Russell 2000 Step Up 5 Year -10% Buffer

  50   50   50   50   50   50   50   50   50   50   50

MSCI EAFE Standard 5 Year -10% Buffer

  Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped

S&P 500 Standard 5 Year -10% Buffer

  Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped

 


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 ADV Shares

 

     07/03/2025     07/17/2025     08/07/2025     08/21/2025     09/04/2025     09/18/2025     10/02/2025     10/16/2025     11/06/2025     11/20/2025     12/04/2025 

NASDAQ 100 Dual Direction 1 Year -20% Buffer

  8   8   8   8   8   8   8   8   8   8   8

NASDAQ 100 Standard 5 Year -20% Buffer

  105   105   105   105   105   105   105   105   105   105   105

S&P 500 Step Up 1 Year -15% Buffer

  10   10   10   9.5   9.5   9.5   9.5   9.5   9.5   9.5   9.5

S&P 500 Standard 1 Year -10% Buffer

  17   17   17   16.5   16.5   16   16   16   16.5   16.5   16.5

Russell 2000 Dual Direction 5 Year -15% Buffer

  200   200   200   200   200   200   200   200   200   200   200

S&P 500 Dual Step Up 1 Yr -10% Buffer

  9.5   9.5   9.5   9   9   9   9   9   9.5   9.5   9.5

MSCI EAFE Standard 1 Year -10% Buffer

  25   25   25   25   25   25   25   25   25   25   25

MSCI EM Standard 1 Year -15% Buffer

  21   21   21   19.5   19.5   19.5   19.5   19.5   18.5   18.5   18.5

S&P 500 Step Up 5 Year -10% Buffer

  45   45   45   45   45   45   45   45   45   45   45

NASDAQ 100 Standard 5 Year -15% Buffer

  135   135   135   135   135   135   135   135   135   135   135

Russell 2000 Standard 1 Year -20% Buffer

  16   16   16   16   16   16   16   16   16   16   16

MSCI EAFE Dual Direction 5 Year -10% Buffer

  800   800   800   800   800   800   800   800   800   800   800

MSCI EAFE Standard 1 Year -15% Buffer

  15   15   15   15   15   15   15   15   15   15   15

MSCI EAFE Dual Direction 1 Year -15% Buffer

  8   8   8   8   8   8   8   8   8   8   8

NASDAQ 100 Dual Step Up 1 Yr -15% Buffer

  8.5   8.5   8.5   8.5   8.5   8.5   8.5   8.5   8.5   8.5   8.5

 


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 ADV Shares

 

     07/03/2025     07/17/2025     08/07/2025     08/21/2025     09/04/2025     09/18/2025     10/02/2025     10/16/2025     11/06/2025     11/20/2025     12/04/2025 

S&P 500 Dual Direction 5 Year -15% Buffer

  125   125   125   125   125   125   125   125   125   125   125

NASDAQ 100 Standard 1 Year -10% Buffer

  20.5   20.5   20.5   19   19   18   18   18   18.5   18.5   18.5

Russell 2000 Standard 1 Year -15% Buffer

  19   19   19   19   19   19   19   19   19   19   19

NASDAQ 100 Dual Direction 5 Year -10% Buffer

  150   150   150   150   150   150   150   150   150   150   150

NASDAQ 100 Step Up 5 Year -10% Buffer

  50   50   50   50   50   50   50   50   50   50   50

S&P 500 Standard 5 Year -15% Buffer

  750   750   750   750   750   750   750   750   750   750   750

MSCI EAFE Standard 1 Year -20% Buffer

  12   12   12   12   12   12   12   12   12   12   12

NASDAQ 100 Dual Direction 1 Year -10% Buffer

  17   17   17   15.5   15.5   15.5   15.5   15.5   16   16   16

S&P 500 Standard 5 Year -20% Buffer

  125   125   125   125   125   125   125   125   125   125   125

NASDAQ 100 Step Up 1 Year -10% Buffer

  13   13   13   12.5   12.5   12.5   12.5   12.5   12.5   12.5   12.5

Russell 2000 Dual Direction 1 Year -10% Buffer

  19.5   19.5   19.5   19.5   19.5   19.5   19.5   19.5   19.5   19.5   19.5

NASDAQ 100 Standard 5 Year -10% Buffer

  225   225   225   225   225   225   225   225   225   225   225

MSCI EAFE Standard 1 Year -40% Buffer

  8   8   8   8   8   8   8   8   8   8   8

S&P 500 Dual Direction 5 Year -20% Buffer

  80   80   80   80   80   80   80   80   80   80   80

Russell 2000 Dual Step Up 1 Yr -15% Buffer

  9   9   9   9   9   9   9   9   9   9   9

 


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 ADV Shares

 

     07/03/2025     07/17/2025     08/07/2025     08/21/2025     09/04/2025     09/18/2025     10/02/2025     10/16/2025     11/06/2025     11/20/2025     12/04/2025 

Russell 2000 Dual Direction 5 Year -20% Buffer

  100   100   100   100   100   100   100   100   100   100   100

NASDAQ 100 Standard 1 Year -15% Buffer

  16.5   16.5   16.5   15   15   15   15   15   15   15   15

S&P 500 Growth Multiplier 1 Year -0% Buffer

  Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped

NASDAQ 100 Dual Direction 5 Year -20% Buffer

  80   80   80   80   80   80   80   80   80   80   80

S&P 500 Dual Direction 1 Year -10% Buffer

  13   13   13   13   13   13   13   13   13.5   13.5   13.5

S&P 500 Dual Step Up 1 Yr -15% Buffer

  8   8   8   7.5   7.5   7.5   7.5   7.5   7.5   7.5   7.5

S&P 500 Standard 1 Year -40% Buffer

  8.5   8.5   8.5   8.5   8.5   8.5   8.5   8.5   8.5   8.5   8.5

MSCI EAFE Dual Direction 5 Year -20% Buffer

  400   400   400   400   400   400   400   400   400   400   400

MSCI EAFE Dual Step Up 1 Yr -20% Buffer

  5   5   5   5   5   5   5   5   5   5   5

MSCI EM Standard 1 Year -10% Buffer

  28.5   28.5   28.5   27.5   27.5   27.5   27.5   27.5   25.5   25.5   25.5

Russell 2000 Standard 5 Year -10% Buffer

  350   350   350   350   350   350   350   350   350   350   350

S&P 500 Step Up 1 Yr -10% Buffer

  11   11   11   10.5   10.5   10.5   10.5   10.5   10.5   10.5   10.5

NASDAQ 100 Dual Step Up 1 Yr -20% Buffer

  7.5   7.5   7.5   7   7   7   7   7   7   7   7

S&P 500 Growth Multiplier 5 Year -0% Buffer

  Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped   Uncapped

NASDAQ 100 Standard 1 Year -20% Buffer

  13.5   13.5   13.5   12.5   12.5   12.5   12.5   12.5   12.5   12.5   12.5

 


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 ADV Shares

 

     07/03/2025     07/17/2025     08/07/2025     08/21/2025     09/04/2025     09/18/2025     10/02/2025     10/16/2025     11/06/2025     11/20/2025     12/04/2025 

Russell 2000 Dual Step Up 1 Yr -20% Buffer

  7.5   7.5   7.5   7.5   7.5   7.5   7.5   7.5   7.5   7.5   7.5

NASDAQ 100 Dual Step Up 1 Yr -10% Buffer

  10.5   10.5   10.5   10   10   10   10   10   10.5   10.5   10.5

MSCI EAFE Dual Direction 1 Year -10% Buffer

  15   15   15   15   15   15   15   15   15   15   15

MSCI EAFE Step Up 1 Year -15% Buffer

  7.5   7.5   7.5   7.5   7.5   7.5   7.5   7.5   7.5   7.5   7.5

S&P 500 Dual Direction 5 Year -10% Buffer

  700   700   700   700   700   700   700   700   700   700   700

S&P 500 Standard 1 Year -15% Buffer

  13   13   13   13   13   13   13   13   13   13   13

NASDAQ 100 Dual Direction 5 Year -15% Buffer

  105   105   105   105   105   105   105   105   105   105   105

MSCI EAFE Dual Step Up 1 Yr -15% Buffer

  5.8   5.8   5.8   5.8   5.8   5.8   5.8   5.8   5.8   5.8   5.8

MSCI EAFE Standard 5 Year -15% Buffer

  750   750   750   750   750   750   750   750   750   750   750

Russell 2000 Step Up 1 Year -15% Buffer

  12.5   12.5   12.5   12.5   12.5   12.5   12.5   12.5   12.5   12.5   12.5

Russell 2000 Dual Direction 1 Year -20% Buffer

  8   8   8   8   8   8   8   8   8   8   8

Russell 2000 Dual Direction 1 Year -15% Buffer

  12.5   12.5   12.5   12.5   12.5   12.5   12.5   12.5   13   13   13

Russell 2000 Standard 5 Year -20% Buffer

  155   155   155   155   155   155   155   155   155   155   155

Russell 2000 Dual Step Up 1 Yr -10% Buffer

  11   11   11   11   11   11   11   11   11.5   11.5   11.5

S&P 500 Standard 1 Year -20% Buffer

  11   11   11   11.5   11.5   11.5   11.5   11.5   11.5   11.5   11.5

 


HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Investment Edge 21 ADV Shares

 

     07/03/2025     07/17/2025     08/07/2025     08/21/2025     09/04/2025     09/18/2025     10/02/2025     10/16/2025     11/06/2025     11/20/2025     12/04/2025 

MSCI EAFE Step Up 1 Yr -10% Buffer

  9.8   9.8   9.8   9.8   9.8   9.8   9.8   9.8   9.8   9.8   9.8

MSCI EAFE Step Up 5 Year -10% Buffer

  45   45   45   45   45   45   45   45   45   45   45

S&P 500 Dual Direction 1 Year -15% Buffer

  9.5   9.5   9.5   9   9   9   9   9   9   9   9

MSCI EAFE Standard 5 Year -20% Buffer

  650   650   650   650   650   650   650   650   650   650   650

Russell 2000 Standard 5 Year -15% Buffer

  215   215   215   215   215   215   215   215   215   215   215