Historical Current Limits on Index Gains

HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Structured Capital Strategies 16 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 1 Year -10% Buffer	8.5	8.7	8.2	8.1	8.8	8.7	9.9	12.1	10.2	9.1	8.4	8.6
S&P 500 5 Year -20% Buffer			23		26	25	26	28	24		22	23
Russell 2000 5 Year -20% Buffer			27		31		30		29		25	29
Russell 2000 5 Year -30% Buffer
NASDAQ 100 1 Year -10% Buffer	11.9	11.5	10.8	10.8	12	11.6	12.9	15.6	14.2	12.1	10.1	11.7
DJ US REIT 1 Year -10% Buffer	14.7	13.5	14.4	13.7	13.4	13.5	14	16.8	13.7	14.4	16.7	15.6
MSCI EAFE 3 Year -10% Buffer	29			22			27		24	23	22	21
Gold SPDR Index 1 year -10% Buffer	5.6	7.5	8	8	6.9	7.3	7.2	10.4	8.8	9.1	6.3
Russell 2000 5 Year -10% Buffer				33	39	38	39	40			33	36
S&P 500 3 Year -10% Buffer	20		18	18	20	20	21	24	21	20	18	19

HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Structured Capital Strategies 16 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 1 Year -10% Buffer	7	8.2	9.1	7.1	7.9	8.3	7.7	9.3	8.1	8.8	10.2
S&P 500 5 Year -10% Buffer		29	27	29	30	32	30	30		34	34
MSCI EM 1 Year -10% Buffer	10.9	9.2	8.5	7.6	9.7	8.3	7.9	11.7	11.4	11.9	11.7
Financial SPDR 1 Year - 10% Buffer	11	10.7	9.4	9.7	9.4	10.4	8.9	12	11.4	14.6	10.6
Energy SPDR Index 1 Year -10% Buffer	16.7	18.1	15.6	17.6	19.1	18.3	15.3	20.8	21.1	24.2	21.3
Russell 2000 3 Year -10% Buffer	26	26	25	26	27	28	26	27		32	31
Russell 2000 3 Year -20% Buffer	19	19	17	18	19	20	19	19	22		22
S&P 500 5 Year -30% Buffer							20		21		23
S&P 500 3 Year -20% Buffer	15	14	13	14	15	15	15	15	16	17	17

HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Structured Capital Strategies 16 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 1 Year -10% Buffer	12	12.2	11.6	12.2	12.4	13	12.7	14.4	14.6	15.8	14.6
S&P 500 1 Year -10% Buffer	7.9	8.1	7.3	7.9	7.8	8	8.2	8.9	9.6	11.3	10
S&P 500 5 Year -20% Buffer		24	22	24			24			27	28
Russell 2000 5 Year -20% Buffer		29		28	29		28			34
Russell 2000 5 Year -30% Buffer							23		26
NASDAQ 100 1 Year -10% Buffer	10.8	10.6	9.4	10.3	10.1	10.3	11.4	12.3	17.6	14.7	17.4
DJ US REIT 1 Year -10% Buffer	18.9	17	14.2	11.6	13.2	14.2	11.3	4.1	17.4	40.9	23.7
MSCI EAFE 3 Year -10% Buffer	24		20	24	27	25	23	23	26	26	40
Gold SPDR Index 1 year -10% Buffer	6.7	7.5	6.3	6.8	7.3	7.1	7.5	9.8	10.1	13	12.2
Russell 2000 5 Year -10% Buffer		36	34			39				44	43
S&P 500 3 Year -10% Buffer		19	17	19	19	20	19	20	21	23	23

HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Structured Capital Strategies 16 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 5 Year -30% Buffer	17	15	15	14	15	16	14	14	12	14	15	13
MSCI EAFE 1 Year -10% Buffer	9.8	9.4	8.3	8	8.2	8.4	9	9.2	7.7	7.5	6.8	6.5
MSCI EAFE 5 Year -20% Buffer	23	20	19	18	20	21	20	19	16	18	22	18
MSCI EAFE ETF Annual Lock 5 Yr -10% Buff	6.6	5.7	5.1	5.2	5.1	5.3	5.3	5.9	5.4	5.5	4.4	4.8
S&P 500 5 Year -10% Buffer	19	22	22	22	27	24	23	27	23	23	21	22
MSCI EM 1 Year -10% Buffer	9.5	9.4	8.7	8.4	8.8	8.5	8.5	11.2	9.7	9	7.2	8.3
Financial SPDR 1 Year - 10% Buffer	7.4	8.3	7.5	7.5	8.5	8.5	9.6	11.1	9.7	8.2	9.9	8.2
MSCI EAFE 5 Year -10% Buffer	32	27	26	24	27	29	28	26	23	26	25	26
Russell 2000 Annual Lock 5 Yr -10% Buff	6.7	7.3	7.1	7	7.3	7.3	7	8.1	7.3	7.3	6.8	7.4
Choice S&P 500 5 Yr - 15% Buffer	29	25	25	25		27	29	30	27	27	31	26
Energy SPDR Index 1 Year -10% Buffer	15.6	14.8	14.4	14	15.4	13.7	14.3	20.1	19.7	16.2	15.5	19.2
Choice Russell 2000 5 Yr - 10% Buffer	37		35			39		42
Russell 2000 3 Year -10% Buffer	19	20	20	19	22	22	24	25	23	24	20	21
Russell 2000 3 Year -20% Buffer	14	14	14	14	16	15	16	18	16	17	14	15
S&P 500 Annual Lock 5 Year -10% Buffer	5.7	6	5.8	6	6.2	6.4	6.3	7.3	6.5	6.4	5.7	6.3

HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Structured Capital Strategies 16 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 5 Year -30% Buffer	12	14	14	14	15	15	14	17	13	15	12	14
S&P 500 3 Year -20% Buffer	10	11	11	11	12	12	12	14	11	12	10	11
Russell 2000 1 Year -10% Buffer	11.7	11.6	10.7	10.6	11.8	11.5	13.1	15	12.7	11.4	10.4	11.2
S&P 500 1 Year -10% Buffer	7.3	7.5	7	6.9	7.7	7.5	8.7	10.9	9.1	7.9	7.3	7.5
S&P 500 5 Year -20% Buffer	15	18	17	17	19	18	18	21	17	18	16	17
Russell 2000 5 Year -20% Buffer	19	20	20	21	23	23	21	24	20	22	18	21
Choice Russell 2000 5 Yr - 25% Buffer	25	26	24		28		26	28	25	29	29	25
Russell 2000 5 Year -30% Buffer	17	17	16	16	19	18	17	19	16	19	16	16
NASDAQ 100 1 Year -10% Buffer	10.2	10	9.5	9.4	10.6	10.2	11.6	14.1	12.4	10.8	10	10
DJ US REIT 1 Year -10% Buffer	12	11.2	11.9	11.5	11.1	11.3	11.5	14.4	11.3	11.8	16.5	12.9
MSCI EAFE 3 Year -10% Buffer	22	18	18	16	18	19	19	19	17	17	18	15
Choice Russell 2000 5 Yr - 15% Buffer		31	29	29			33		32	36	36	31
Choice S&P 500 5 Yr - 25% Buffer	24	21	21		24	23	23	25	22	23	25	22
Gold SPDR Index 1 year -10% Buffer	5.5	6	6.3	6.3	5.2	5.6	5.6	8.4	6.9	7.2	6.7	6.5
Russell 2000 5 Year -10% Buffer	27	26	25	26	30	29	29	32	27	32	24	27
Choice S&P 500 5 Yr - 10% Buffer	35	32	32	32	37	34	35	37	33	34	36	33
S&P 500 3 Year -10% Buffer	16	15	14	14	17	16	17	19	17	16	16	16

HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Structured Capital Strategies 16 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 5 Year -30% Buffer	15	14	12	10	15	14	13	12	13	14	20
MSCI EAFE 1 Year -10% Buffer	5.2	6.7	5.4	5.9	6.4	6.9	5.9	7.7	6.8	7.4	8.5
MSCI EAFE 5 Year -20% Buffer	21	19	16	15	21	19	18	17	17	18	27
MSCI EAFE ETF Annual Lock 5 Yr -10% Buff	4.9	4.8	4.4	4.8	5.1	5	4.5	4.9	5.2	5.6	5.6
S&P 500 5 Year -10% Buffer	21	22	19	20	22	22	22	21	23	23	27
MSCI EM 1 Year -10% Buffer	9.2	7.7	7	6.4	8	6.8	6.6	9.9	9.7	10.3	9.9
Financial SPDR 1 Year - 10% Buffer	9.7	9.2	8.4	8.4	8.1	8.7	7.7	10.5	9.8	12.8	9.1
MSCI EAFE 5 Year -10% Buffer	30	28	20	21	31	29	26	26	24	27	40
Russell 2000 Annual Lock 5 Yr -10% Buff	7.2	7.1	6.6	6.9	7.1	7.2	6.6	7	7.7	8.3	8.1
Choice S&P 500 5 Yr - 15% Buffer	26	26	24	26	27	28	26			30	31
Energy SPDR Index 1 Year -10% Buffer	14.4	15.2	13.4	15.4	16.6	15.7	13.1	18.2	18.5	21.1	18.7
Choice Russell 2000 5 Yr - 10% Buffer		37		36	38	39	37		41	43
Russell 2000 3 Year -10% Buffer	21	21	19	20	21	22	21	22	24	26	25
Russell 2000 3 Year -20% Buffer	15	15	13	14	15	16	14	15	17	18	18
S&P 500 Annual Lock 5 Year -10% Buffer	6.3	6.2	5.8	6.1	6.4	6.3	5.9	6.2	6.2	6.8	6.7

HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Structured Capital Strategies 16 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 5 Year -30% Buffer	13	14	11	14	13	14	13	13	14	16	17
S&P 500 3 Year -20% Buffer	11	11	10	10	11	12	11	12	12	14	14
Russell 2000 1 Year -10% Buffer	10.1	11	9.9	10.7	10.5	11	10.9	11.9	12.5	13.4	12.8
S&P 500 1 Year -10% Buffer	6.8	7	6.3	6.7	6.6	6.8	7	7.6	8.1	8.8	8.8
S&P 500 5 Year -20% Buffer	16	18	14	16	17	17	17	16	18	18	21
Russell 2000 5 Year -20% Buffer	19	21	18	20	20	23	20	21	23	23	26
Choice Russell 2000 5 Yr - 25% Buffer	25	25	23	24	25	27	24		28
Russell 2000 5 Year -30% Buffer	17	16	14	16	16	18	16	16	19	20
NASDAQ 100 1 Year -10% Buffer	8.7	9.4	8.1	8.7	8.6	8.9	9	10.7	11.1	12.2	15.5
DJ US REIT 1 Year -10% Buffer	15.6	13.5	11.5	9.3	10.5	11.4	9	3.2	13.4	31.7	18.5
MSCI EAFE 3 Year -10% Buffer	17	16	14	17	19	17	17	16	18	18	26
Choice Russell 2000 5 Yr - 15% Buffer	31	31	29							37
Choice S&P 500 5 Yr - 25% Buffer	22	22	19	22	22	23	22		23	25	25
Gold SPDR Index 1 year -10% Buffer	5.2	5.8	4.7	5.2	5.6	5.3	5.6	7.9	8.2	10.7	10
Russell 2000 5 Year -10% Buffer	25	27	25	26	28	29	27	28	30	33	33
Choice S&P 500 5 Yr - 10% Buffer	32	32	30	32	33	35	33	33	35	36	37
S&P 500 3 Year -10% Buffer	15	15	14	15	15	16	15	16	17	17	19

HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Structured Capital Strategies 16 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 1 Year -10% Buffer	8.8	8.2	6.9	7.2	6.9	7.4	8.7	8	6.7	6.5	5.5	5.6
S&P 500 5 Year -10% Buffer	17	17	17	17	20	19	19		18
MSCI EM 1 Year -10% Buffer	8.7	8.3	8	7.3	7.7	6.9	7.3	10.1	8.6	7.9	8	7.3
Financial SPDR 1 Year - 10% Buffer	6.4	7.5	6.4	6.7	7.5	7.3	8.8	9.9	8.8	7.5	10.3	7.6
Energy SPDR Index 1 Year -10% Buffer	13.9	13.4	12.8	12.6	13.6	12.3	12.7	18.7	18.2	14.9	17.3	17.4
Russell 2000 3 Year -10% Buffer		17	16	16	19	18	20	22	19	21	16	18
Russell 2000 3 Year -20% Buffer	11	11	11	11	13	12	13	15	13	14	11	12
S&P 500 5 Year -30% Buffer	11	11				11				11		10
S&P 500 3 Year -20% Buffer	9	9	8	8	10	9	9	11	9	9	9	9
Russell 2000 1 Year -10% Buffer	10.6	10.4	9.5	9.9	10.6	10.4	11.8	13.7	11.5	10.3	9.3	9.8

HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Structured Capital Strategies 16 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 1 Year -10% Buffer	6.5	6.7	6.2	6.1	6.9	6.8	7.8	9.9	8.2	7.1	6.5	6.6
S&P 500 5 Year -20% Buffer	13			13		14			13
Russell 2000 5 Year -20% Buffer	16			15		17
Russell 2000 5 Year -30% Buffer		12				13
NASDAQ 100 1 Year -10% Buffer	9.3	9.1	8.5	8.5	9.7	9.3	10.5	12.9	11.2	9.7	9.9	9.3
DJ US REIT 1 Year -10% Buffer	10.4	9.7	10.2	10.1	9.6	9.9	9.9	12.8	9.8	10.5	14.4	11.1
MSCI EAFE 3 Year -10% Buffer					14	15			14		13	12
Gold SPDR Index 1 year -10% Buffer	4.5		5.2	5.1	4.2	4.6	4.6	7.1	5.7	6	6.2
Russell 2000 5 Year -10% Buffer		22	20	20					23
S&P 500 3 Year -10% Buffer	13	13	12	12	14	13	13	16	14	14	12	13

HISTORICAL CURRENT LIMITS on INDEX GAINS

For The Year Ended December 31, 2025

Structured Capital Strategies 16 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 1 Year -10% Buffer	4.1	5.5	5.3	5	5.4	5.9	4.8	6.7	5.9	6.5	7.5
S&P 500 5 Year -10% Buffer	18	17					18
MSCI EM 1 Year -10% Buffer	8.1	6.9	6	5.4	6.8	5.9	5.8	8.8	8.6	9.3	8.8
Financial SPDR 1 Year - 10% Buffer	8.7	7.9	7.4	7.5	7.3	7.7	6.9	9.1	8.6	11.3	8.2
Energy SPDR Index 1 Year -10% Buffer	12.9	13.3	11.9	14	15	14	11.5	16.6	16.6	18.9	16.9
Russell 2000 3 Year -10% Buffer	18	18		17	18			18	21	22	21
Russell 2000 3 Year -20% Buffer	12	12	10	11	12	13	11	12	14	15	14
S&P 500 5 Year -30% Buffer		10			10	11	10	10	11	12	13
S&P 500 3 Year -20% Buffer	9	9	7	9	9	9	9	9	10	11	11
Russell 2000 1 Year -10% Buffer	9.1	9.4	8.9	9.6	9.4	10.1	9.9	11.5	11.6	12.7	11.7