EX-99.4R HISTORICEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA0002038891N-42025-12-31false 0002038891 2026-05-01 2026-05-01
HISTORICAL
CURRENT LIMITS on INDEX GAINS
For The Year Ended December 31, 2025
Structured Capital Strategies Premier B Shares
 
     09/25/2025     10/02/2025     10/09/2025     10/16/2025     10/23/2025     10/30/2025     11/06/2025     11/13/2025     11/20/2025     11/26/2025     12/04/2025     12/11/2025 
Russell 2000 Step Up 1
Yr -40%
Buffer
   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100
NASDAQ 100 Standard 1
Year -10%
Buffer
   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   21
Participation
Rate: 100		   21
Participation
Rate: 100		   21
Participation
Rate: 100		   21
Participation
Rate: 100		   21
Participation
Rate: 100		   21
Participation
Rate: 100
MSCI EAFE Dual Step Up 1
Yr -40%
Buffer
   5
Participation
Rate: 100		   5
Participation
Rate: 100		   5
Participation
Rate: 100		   5
Participation
Rate: 100		   5
Participation
Rate: 100		   5
Participation
Rate: 100		   5
Participation
Rate: 100		   5
Participation
Rate: 100		   5
Participation
Rate: 100		   5
Participation
Rate: 100		   5
Participation
Rate: 100		   5
Participation
Rate: 100
MSCI EAFE Dual Direction 6 Yr
-10%
Buffer
   Uncapped
Participation
Rate: 135		   500
Participation
Rate: 120		   500
Participation
Rate: 120		   500
Participation
Rate: 120		   500
Participation
Rate: 120		   500
Participation
Rate: 120		   500
Participation
Rate: 120		   500
Participation
Rate: 120		   500
Participation
Rate: 120		   500
Participation
Rate: 120		   500
Participation
Rate: 120		   500
Participation
Rate: 120
S&P 500 Dual Step Up 1 Yr
-20%
Buffer
   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100
NASDAQ 100 Step Up 1 Year
-15%
Buffer
   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100
Russell 2000 Dual Direction 6 Yr
-10%
Buffer
   Uncapped
Participation
Rate: 118		   Uncapped
Participation
Rate: 118		   Uncapped
Participation
Rate: 118		   Uncapped
Participation
Rate: 118		   Uncapped
Participation
Rate: 118		   Uncapped
Participation
Rate: 118		   Uncapped
Participation
Rate: 116		   Uncapped
Participation
Rate: 116		   Uncapped
Participation
Rate: 116		   Uncapped
Participation
Rate: 116		   Uncapped
Participation
Rate: 116		   Uncapped
Participation
Rate: 116
S&P 500 Standard 6 Year
-10%
Buffer
   Uncapped
Participation
Rate: 120		   Uncapped
Participation
Rate: 120		   Uncapped
Participation
Rate: 120		   Uncapped
Participation
Rate: 120		   Uncapped
Participation
Rate: 120		   Uncapped
Participation
Rate: 120		   Uncapped
Participation
Rate: 117		   Uncapped
Participation
Rate: 117		   Uncapped
Participation
Rate: 117		   Uncapped
Participation
Rate: 117		   Uncapped
Participation
Rate: 117		   Uncapped
Participation
Rate: 117
Russell 2000 Dual Step Tier 6 Yr
-20%
Buffer
   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100
Russell 2000 Dual Step Up 6 Yr
-40%
Buffer
   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100
S&P 500 Dual Direction 1 Yr
-15%
Buffer
   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100
MSCI EAFE Dual Step Up 6 Yr
-10%
Buffer
   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100
HISTORICAL CURRENT LIMITS on INDEX GAINS
For The Year Ended December 31, 2025
Structured Capital Strategies Premier B Shares
 
     09/25/2025     10/02/2025     10/09/2025     10/16/2025     10/23/2025     10/30/2025     11/06/2025     11/13/2025     11/20/2025     11/26/2025     12/04/2025     12/11/2025 
Russell 2000 Standard 1
Year -10%
Buffer
   28
Participation
Rate: 100		   28
Participation
Rate: 100		   28
Participation
Rate: 100		   28
Participation
Rate: 100		   28
Participation
Rate: 100		   28
Participation
Rate: 100		   28
Participation
Rate: 100		   28
Participation
Rate: 100		   28
Participation
Rate: 100		   28
Participation
Rate: 100		   28
Participation
Rate: 100		   28
Participation
Rate: 100
NASDAQ 100 Dual Step Tier 6 Yr
-20%
Buffer
   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100
NASDAQ 100 Step Up 1 Year
-20%
Buffer
   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100
S&P 500 Dual Step Tier 6 Yr
-10%
Buffer
   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100
NASDAQ 100 Dual Step Up 6 Yr
-40%
Buffer
   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100
S&P 500 Dual Direction 1 Yr
-20%
Buffer
   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100
Russell 2000 Dual Direction 6 Yr
-20%
Buffer
   130
Participation
Rate: 115		   130
Participation
Rate: 115		   130
Participation
Rate: 115		   130
Participation
Rate: 115		   130
Participation
Rate: 115		   130
Participation
Rate: 115		   130
Participation
Rate: 115		   130
Participation
Rate: 115		   130
Participation
Rate: 115		   130
Participation
Rate: 115		   130
Participation
Rate: 115		   130
Participation
Rate: 115
S&P 500 Dual Step Up 1 Yr
-10%
Buffer
   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100
S&P 500 Dual Step Up 6 Yr
-40%
Buffer
   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100
MSCI EAFE Step Up 1 Yr
-40%
Buffer
   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100
Russell 2000 Standard 1 Year
-20%
Buffer
   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100
MSCI EAFE Dual Step Up 6 Yr
-20%
Buffer
   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100
HISTORICAL CURRENT LIMITS on INDEX GAINS
For The Year Ended December 31, 2025
Structured Capital Strategies Premier B Shares
 
     09/25/2025     10/02/2025     10/09/2025     10/16/2025     10/23/2025     10/30/2025     11/06/2025     11/13/2025     11/20/2025     11/26/2025     12/04/2025     12/11/2025 
S&P 500 Dual Step Tier 6
Yr -20%
Buffer
   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100
MSCI EAFE Dual Step Tier 6 Yr
-20%
Buffer
   55
Step Rate:
20
Participation
Rate: 100		   55
Step Rate:
20
Participation
Rate: 100		   55
Step Rate:
20
Participation
Rate: 100		   55
Step Rate:
20
Participation
Rate: 100		   55
Step Rate:
20
Participation
Rate: 100		   55
Step Rate:
20
Participation
Rate: 100		   55
Step Rate:
20
Participation
Rate: 100		   55
Step Rate:
20
Participation
Rate: 100		   55
Step Rate:
20
Participation
Rate: 100		   55
Step Rate:
20
Participation
Rate: 100		   55
Step Rate:
20
Participation
Rate: 100		   55
Step Rate:
20
Participation
Rate: 100
NASDAQ 100 Dual Step Tier 1 Yr
-10%
Buffer
   12.5
Step Rate: 9
Participation
Rate: 100		   15
Step Rate: 7
Participation
Rate: 100		   15
Step Rate: 7
Participation
Rate: 100		   15
Step Rate: 7
Participation
Rate: 100		   15
Step Rate: 7
Participation
Rate: 100		   15
Step Rate: 7
Participation
Rate: 100		   15.5
Step Rate: 7
Participation
Rate: 100		   15.5
Step Rate: 7
Participation
Rate: 100		   15.5
Step Rate: 7
Participation
Rate: 100		   15.5
Step Rate: 7
Participation
Rate: 100		   15.5
Step Rate: 7
Participation
Rate: 100		   15.5
Step Rate: 7
Participation
Rate: 100
Russell 2000 Standard 6 Year
-10%
Buffer
   Uncapped
Participation
Rate: 120		   Uncapped
Participation
Rate: 120		   Uncapped
Participation
Rate: 120		   Uncapped
Participation
Rate: 120		   Uncapped
Participation
Rate: 120		   Uncapped
Participation
Rate: 120		   Uncapped
Participation
Rate: 118		   Uncapped
Participation
Rate: 118		   Uncapped
Participation
Rate: 118		   Uncapped
Participation
Rate: 118		   Uncapped
Participation
Rate: 118		   Uncapped
Participation
Rate: 118
NASDAQ 100 Dual Direction 1 Yr
-15%
Buffer
   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100
MSCI EAFE Standard 1 Year
-40%
Buffer
   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100
Russell 2000 Dual Step Tier 6 Yr
-10%
Buffer
   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100
NASDAQ 100 Dual Step Tier 6 Yr
-10%
Buffer
   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100
Russell 2000 Dual Step Up 1 Yr
-15%
Buffer
   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100
MSCI EAFE Standard 1 Year
-10%
Buffer
   30
Participation
Rate: 100		   30
Participation
Rate: 100		   30
Participation
Rate: 100		   30
Participation
Rate: 100		   30
Participation
Rate: 100		   30
Participation
Rate: 100		   30
Participation
Rate: 100		   30
Participation
Rate: 100		   30
Participation
Rate: 100		   30
Participation
Rate: 100		   30
Participation
Rate: 100		   30
Participation
Rate: 100
S&P 500 Step Up 6 Yr
-40%
Buffer
   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100
MSCI EAFE Standard 6 Year
-40%
Buffer
   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115
HISTORICAL CURRENT LIMITS on INDEX GAINS
For The Year Ended December 31, 2025
Structured Capital Strategies Premier B Shares
 
     09/25/2025     10/02/2025     10/09/2025     10/16/2025     10/23/2025     10/30/2025     11/06/2025     11/13/2025     11/20/2025     11/26/2025     12/04/2025     12/11/2025 
Russell 2000 Standard 6 Year
-40%
Buffer
   95
Participation
Rate: 105		   95
Participation
Rate: 105		   95
Participation
Rate: 105		   95
Participation
Rate: 105		   95
Participation
Rate: 105		   95
Participation
Rate: 105		   95
Participation
Rate: 105		   95
Participation
Rate: 105		   95
Participation
Rate: 105		   95
Participation
Rate: 105		   95
Participation
Rate: 105		   95
Participation
Rate: 105
MSCI EAFE Dual Direction 6 Yr
-15%
Buffer
   Uncapped
Participation
Rate: 130		   400
Participation
Rate: 115		   400
Participation
Rate: 115		   400
Participation
Rate: 115		   400
Participation
Rate: 115		   400
Participation
Rate: 115		   400
Participation
Rate: 115		   400
Participation
Rate: 115		   400
Participation
Rate: 115		   400
Participation
Rate: 115		   400
Participation
Rate: 115		   400
Participation
Rate: 115
MSCI EAFE Standard 6 Year
-15%
Buffer
   Uncapped
Participation
Rate: 130		   Uncapped
Participation
Rate: 130		   Uncapped
Participation
Rate: 130		   Uncapped
Participation
Rate: 130		   Uncapped
Participation
Rate: 130		   Uncapped
Participation
Rate: 130		   Uncapped
Participation
Rate: 130		   Uncapped
Participation
Rate: 130		   Uncapped
Participation
Rate: 130		   Uncapped
Participation
Rate: 130		   Uncapped
Participation
Rate: 130		   Uncapped
Participation
Rate: 130
MSCI EAFE Step Up 1 Yr
-15%
Buffer
   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100
MSCI EAFE Dual Step Tier 1 Yr
-10%
Buffer
   10
Step Rate:
6.5
Participation
Rate: 100		   11
Step Rate: 6

Participation
Rate: 100		   11
Step Rate: 6

Participation
Rate: 100		   11
Step Rate: 6

Participation
Rate: 100		   11
Step Rate: 6

Participation
Rate: 100		   11
Step Rate: 6

Participation
Rate: 100		   11
Step Rate: 6

Participation
Rate: 100		   11
Step Rate: 6

Participation
Rate: 100		   11
Step Rate: 6

Participation
Rate: 100		   11
Step Rate: 6

Participation
Rate: 100		   11
Step Rate: 6

Participation
Rate: 100		   11
Step Rate: 6

Participation
Rate: 100
MSCI EAFE Dual Step Up 1 Yr
-20%
Buffer
   6
Participation
Rate: 100		   6
Participation
Rate: 100		   6
Participation
Rate: 100		   6
Participation
Rate: 100		   6
Participation
Rate: 100		   6
Participation
Rate: 100		   6
Participation
Rate: 100		   6
Participation
Rate: 100		   6
Participation
Rate: 100		   6
Participation
Rate: 100		   6
Participation
Rate: 100		   6
Participation
Rate: 100
Russell 2000 Dual Step Up 1 Yr
-20%
Buffer
   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100
MSCI EAFE Dual Direction 6 Yr
-20%
Buffer
   Uncapped
Participation
Rate: 125		   350
Participation
Rate: 110		   350
Participation
Rate: 110		   350
Participation
Rate: 110		   350
Participation
Rate: 110		   350
Participation
Rate: 110		   350
Participation
Rate: 110		   350
Participation
Rate: 110		   350
Participation
Rate: 110		   350
Participation
Rate: 110		   350
Participation
Rate: 110		   350
Participation
Rate: 110
S&P 500 Standard 1 Year
-10%
Buffer
   18
Participation
Rate: 100		   18
Participation
Rate: 100		   18
Participation
Rate: 100		   18
Participation
Rate: 100		   18
Participation
Rate: 100		   18
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   21
Participation
Rate: 100		   21
Participation
Rate: 100		   21
Participation
Rate: 100		   21
Participation
Rate: 100
NASDAQ 100 Standard 6 Year
-40%
Buffer
   85
Participation
Rate: 105		   85
Participation
Rate: 105		   85
Participation
Rate: 105		   85
Participation
Rate: 105		   85
Participation
Rate: 105		   85
Participation
Rate: 105		   85
Participation
Rate: 105		   85
Participation
Rate: 105		   85
Participation
Rate: 105		   85
Participation
Rate: 105		   85
Participation
Rate: 105		   85
Participation
Rate: 105
MSCI EAFE Standard 6 Year
-10%
Buffer
   Uncapped
Participation
Rate: 135		   Uncapped
Participation
Rate: 135		   Uncapped
Participation
Rate: 135		   Uncapped
Participation
Rate: 135		   Uncapped
Participation
Rate: 135		   Uncapped
Participation
Rate: 135		   Uncapped
Participation
Rate: 135		   Uncapped
Participation
Rate: 135		   Uncapped
Participation
Rate: 135		   Uncapped
Participation
Rate: 135		   Uncapped
Participation
Rate: 135		   Uncapped
Participation
Rate: 135
NASDAQ 100 Dual Step Up 1 Yr
-10%
Buffer
   10.5
Participation
Rate: 100		   10.5
Participation
Rate: 100		   10.5
Participation
Rate: 100		   10.5
Participation
Rate: 100		   10.5
Participation
Rate: 100		   10.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100
HISTORICAL CURRENT LIMITS on INDEX GAINS
For The Year Ended December 31, 2025
Structured Capital Strategies Premier B Shares
 
     09/25/2025     10/02/2025     10/09/2025     10/16/2025     10/23/2025     10/30/2025     11/06/2025     11/13/2025     11/20/2025     11/26/2025     12/04/2025     12/11/2025 
S&P 500 Dual Direction 6 Yr
-20%
Buffer
   90
Participation
Rate: 115		   90
Participation
Rate: 115		   90
Participation
Rate: 115		   90
Participation
Rate: 115		   90
Participation
Rate: 115		   90
Participation
Rate: 115		   90
Participation
Rate: 115		   90
Participation
Rate: 115		   90
Participation
Rate: 115		   90
Participation
Rate: 115		   90
Participation
Rate: 115		   90
Participation
Rate: 115
Russell 2000 Dual Step Up 6 Yr
-20%
Buffer
   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100
MSCI EAFE Dual Step Up 1 Yr
-15%
Buffer
   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100
S&P 500 Standard 6 Year
-15%
Buffer
   175
Participation
Rate: 115		   175
Participation
Rate: 115		   175
Participation
Rate: 115		   175
Participation
Rate: 115		   175
Participation
Rate: 115		   175
Participation
Rate: 115		   175
Participation
Rate: 112		   175
Participation
Rate: 112		   175
Participation
Rate: 112		   175
Participation
Rate: 112		   175
Participation
Rate: 112		   175
Participation
Rate: 112
NASDAQ 100 Dual Direction 6 Yr
-10%
Buffer
   140
Participation
Rate: 118		   140
Participation
Rate: 118		   140
Participation
Rate: 118		   140
Participation
Rate: 118		   140
Participation
Rate: 118		   140
Participation
Rate: 118		   140
Participation
Rate: 118		   140
Participation
Rate: 118		   140
Participation
Rate: 118		   140
Participation
Rate: 118		   140
Participation
Rate: 118		   140
Participation
Rate: 118
NASDAQ 100 Standard 6 Year
-20%
Buffer
   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115
S&P 500 Step Up 6 Yr
-20%
Buffer
   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100
S&P 500 Standard 6 Year
-20%
Buffer
   150
Participation
Rate: 112		   150
Participation
Rate: 112		   150
Participation
Rate: 112		   150
Participation
Rate: 112		   150
Participation
Rate: 112		   150
Participation
Rate: 112		   150
Participation
Rate: 110		   150
Participation
Rate: 110		   150
Participation
Rate: 110		   150
Participation
Rate: 110		   150
Participation
Rate: 110		   150
Participation
Rate: 110
NASDAQ 100 Standard 6 Year
-15%
Buffer
   140
Participation
Rate: 115		   140
Participation
Rate: 115		   140
Participation
Rate: 115		   140
Participation
Rate: 115		   140
Participation
Rate: 115		   140
Participation
Rate: 115		   140
Participation
Rate: 115		   140
Participation
Rate: 115		   140
Participation
Rate: 115		   140
Participation
Rate: 115		   140
Participation
Rate: 115		   140
Participation
Rate: 115
Russell 2000 Dual Step Tier 1 Yr
-10%
Buffer
   13
Step Rate: 9
Participation
Rate: 100		   16
Step Rate: 7
Participation
Rate: 100		   16
Step Rate: 7
Participation
Rate: 100		   16
Step Rate: 7
Participation
Rate: 100		   16
Step Rate: 7
Participation
Rate: 100		   16
Step Rate: 7
Participation
Rate: 100		   16.5
Step Rate: 7
Participation
Rate: 100		   16.5
Step Rate: 7
Participation
Rate: 100		   16.5
Step Rate: 7
Participation
Rate: 100		   16.5
Step Rate: 7
Participation
Rate: 100		   16.5
Step Rate: 7
Participation
Rate: 100		   16.5
Step Rate: 7
Participation
Rate: 100
S&P 500 Enhanced Upside 125% 1 Yr
-10%
Buffer
   14
Participation
Rate: 125		   14
Participation
Rate: 125		   14
Participation
Rate: 125		   14
Participation
Rate: 125		   14
Participation
Rate: 125		   14
Participation
Rate: 125		   16
Participation
Rate: 125		   16
Participation
Rate: 125		   16.5
Participation
Rate: 125		   16.5
Participation
Rate: 125		   16.5
Participation
Rate: 125		   16.5
Participation
Rate: 125
Russell 2000 Step Up 1 Yr
-10%
Buffer
   14.5
Participation
Rate: 100		   14.5
Participation
Rate: 100		   14.5
Participation
Rate: 100		   14.5
Participation
Rate: 100		   14.5
Participation
Rate: 100		   14.5
Participation
Rate: 100		   15
Participation
Rate: 100		   15
Participation
Rate: 100		   15
Participation
Rate: 100		   15
Participation
Rate: 100		   15
Participation
Rate: 100		   15
Participation
Rate: 100
HISTORICAL CURRENT LIMITS on INDEX GAINS
For The Year Ended December 31, 2025
Structured Capital Strategies Premier B Shares
 
     09/25/2025     10/02/2025     10/09/2025     10/16/2025     10/23/2025     10/30/2025     11/06/2025     11/13/2025     11/20/2025     11/26/2025     12/04/2025     12/11/2025 
MSCI EAFE Standard 6 Year
-20%
Buffer
   Uncapped
Participation
Rate: 125		   Uncapped
Participation
Rate: 125		   Uncapped
Participation
Rate: 125		   Uncapped
Participation
Rate: 125		   Uncapped
Participation
Rate: 125		   Uncapped
Participation
Rate: 125		   Uncapped
Participation
Rate: 125		   Uncapped
Participation
Rate: 125		   Uncapped
Participation
Rate: 125		   Uncapped
Participation
Rate: 125		   Uncapped
Participation
Rate: 125		   Uncapped
Participation
Rate: 125
MSCI EAFE Step Up 1 Yr
-20%
Buffer
   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100
Russell 2000 Standard 1 Year
-40%
Buffer
   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100
S&P 500 Dual Step Up 6 Yr
-20%
Buffer
   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100
MSCI EAFE Dual Direction 6 Yr
-40%
Buffer
   110
Participation
Rate: 115		   110
Participation
Rate: 105		   110
Participation
Rate: 105		   110
Participation
Rate: 105		   110
Participation
Rate: 105		   110
Participation
Rate: 105		   110
Participation
Rate: 105		   110
Participation
Rate: 105		   110
Participation
Rate: 105		   110
Participation
Rate: 105		   110
Participation
Rate: 105		   110
Participation
Rate: 105
MSCI EAFE Dual Step Up 1 Yr
-10%
Buffer
   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100
Russell 2000 Dual Step Up 6 Yr
-10%
Buffer
   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100
Russell 2000 Dual Step Up 1 Yr
-40%
Buffer
   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100
S&P 500 Dual Direction 6 Yr
-15%
Buffer
   115
Participation
Rate: 115		   115
Participation
Rate: 115		   115
Participation
Rate: 115		   115
Participation
Rate: 115		   115
Participation
Rate: 115		   115
Participation
Rate: 115		   110
Participation
Rate: 115		   110
Participation
Rate: 115		   110
Participation
Rate: 115		   110
Participation
Rate: 115		   110
Participation
Rate: 115		   110
Participation
Rate: 115
S&P 500 Standard 6 Year
-40%
Buffer
   90
Participation
Rate: 105		   90
Participation
Rate: 105		   90
Participation
Rate: 105		   90
Participation
Rate: 105		   90
Participation
Rate: 105		   90
Participation
Rate: 105		   90
Participation
Rate: 105		   90
Participation
Rate: 105		   90
Participation
Rate: 105		   90
Participation
Rate: 105		   90
Participation
Rate: 105		   90
Participation
Rate: 105
NASDAQ 100 Standard 1 Year
-40%
Buffer
   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100
Russell 2000 Standard 6 Year
-15%
Buffer
   Uncapped
Participation
Rate: 115		   Uncapped
Participation
Rate: 115		   Uncapped
Participation
Rate: 115		   Uncapped
Participation
Rate: 115		   Uncapped
Participation
Rate: 115		   Uncapped
Participation
Rate: 115		   Uncapped
Participation
Rate: 115		   Uncapped
Participation
Rate: 115		   Uncapped
Participation
Rate: 115		   Uncapped
Participation
Rate: 115		   Uncapped
Participation
Rate: 115		   Uncapped
Participation
Rate: 115
HISTORICAL CURRENT LIMITS on INDEX GAINS
For The Year Ended December 31, 2025
Structured Capital Strategies Premier B Shares
 
     09/25/2025     10/02/2025     10/09/2025     10/16/2025     10/23/2025     10/30/2025     11/06/2025     11/13/2025     11/20/2025     11/26/2025     12/04/2025     12/11/2025 
S&P 500 Step Up 1 Yr
-20%
Buffer
   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100
S&P 500 Dual Step Tier 1 Yr
-10%
Buffer
   10.5
Step Rate: 8
Participation
Rate: 100		   13
Step Rate: 6
Participation
Rate: 100		   13
Step Rate: 6
Participation
Rate: 100		   13
Step Rate: 6
Participation
Rate: 100		   13
Step Rate: 6
Participation
Rate: 100		   13
Step Rate: 6
Participation
Rate: 100		   14
Step Rate: 6
Participation
Rate: 100		   14
Step Rate: 6
Participation
Rate: 100		   14
Step Rate: 6
Participation
Rate: 100		   14
Step Rate: 6
Participation
Rate: 100		   14
Step Rate: 6
Participation
Rate: 100		   14
Step Rate: 6
Participation
Rate: 100
Russell 2000 Dual Direction 1 Yr
-10%
Buffer
   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100
NASDAQ 100 Dual Direction 1 Yr
-10%
Buffer
   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100
MSCI EAFE Dual Step Up 6 Yr
-40%
Buffer
   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100
NASDAQ 100 Dual Step Up 1 Yr
-40%
Buffer
   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100
MSCI EAFE Dual Direction 1 Yr
-20%
Buffer
   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   6.5
Participation
Rate: 100		   6.5
Participation
Rate: 100		   6.5
Participation
Rate: 100		   6.5
Participation
Rate: 100		   6.5
Participation
Rate: 100		   6.5
Participation
Rate: 100
NASDAQ 100 Dual Step Up 6 Yr
-10%
Buffer
   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100
NASDAQ 100 Dual Direction 6 Yr
-40%
Buffer
   65
Participation
Rate: 105		   65
Participation
Rate: 105		   65
Participation
Rate: 105		   65
Participation
Rate: 105		   65
Participation
Rate: 105		   65
Participation
Rate: 105		   65
Participation
Rate: 105		   65
Participation
Rate: 105		   65
Participation
Rate: 105		   65
Participation
Rate: 105		   65
Participation
Rate: 105		   65
Participation
Rate: 105
MSCI EAFE Standard 1 Year
-15%
Buffer
   22
Participation
Rate: 100		   22
Participation
Rate: 100		   22
Participation
Rate: 100		   22
Participation
Rate: 100		   22
Participation
Rate: 100		   22
Participation
Rate: 100		   21.5
Participation
Rate: 100		   21.5
Participation
Rate: 100		   21.5
Participation
Rate: 100		   21.5
Participation
Rate: 100		   21.5
Participation
Rate: 100		   21.5
Participation
Rate: 100
NASDAQ 100 Dual Step Up 1 Yr
-15%
Buffer
   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100
NASDAQ 100 Dual Direction 1 Yr
-20%
Buffer
   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100
HISTORICAL CURRENT LIMITS on INDEX GAINS
For The Year Ended December 31, 2025
Structured Capital Strategies Premier B Shares
 
     09/25/2025     10/02/2025     10/09/2025     10/16/2025     10/23/2025     10/30/2025     11/06/2025     11/13/2025     11/20/2025     11/26/2025     12/04/2025     12/11/2025 
Russell 2000 Standard 1 Year
-15%
Buffer
   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   21
Participation
Rate: 100		   21
Participation
Rate: 100		   21
Participation
Rate: 100		   21
Participation
Rate: 100		   21
Participation
Rate: 100		   21
Participation
Rate: 100
S&P 500 Dual Direction 1 Yr
-10%
Buffer
   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   15
Participation
Rate: 100		   15
Participation
Rate: 100		   15
Participation
Rate: 100		   15
Participation
Rate: 100
MSCI EAFE Standard 1 Year
-20%
Buffer
   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100
Russell 2000 Standard 6 Year
-20%
Buffer
   155
Participation
Rate: 115		   155
Participation
Rate: 115		   155
Participation
Rate: 115		   155
Participation
Rate: 115		   155
Participation
Rate: 115		   155
Participation
Rate: 115		   155
Participation
Rate: 115		   155
Participation
Rate: 115		   155
Participation
Rate: 115		   155
Participation
Rate: 115		   155
Participation
Rate: 115		   155
Participation
Rate: 115
S&P 500 Step Up 1 Yr
-15%
Buffer
   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100
MSCI EAFE Dual Direction 1 Yr
-10%
Buffer
   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100
NASDAQ 100 Step Up 1 Year
-10%
Buffer
   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100
Russell 2000 Dual Direction 6 Yr
-15%
Buffer
   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115
NASDAQ 100 Standard 6 Year
-10%
Buffer
   155
Participation
Rate: 120		   155
Participation
Rate: 120		   155
Participation
Rate: 120		   155
Participation
Rate: 120		   155
Participation
Rate: 120		   155
Participation
Rate: 120		   150
Participation
Rate: 120		   150
Participation
Rate: 120		   150
Participation
Rate: 120		   150
Participation
Rate: 120		   150
Participation
Rate: 120		   150
Participation
Rate: 120
NASDAQ 100 Dual Step Up 6 Yr
-20%
Buffer
   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100
Russell 2000 Dual Direction 1 Yr
-15%
Buffer
   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100
NASDAQ 100 Dual Direction 6 Yr
-15%
Buffer
   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115
HISTORICAL CURRENT LIMITS on INDEX GAINS
For The Year Ended December 31, 2025
Structured Capital Strategies Premier B Shares
 
     09/25/2025     10/02/2025     10/09/2025     10/16/2025     10/23/2025     10/30/2025     11/06/2025     11/13/2025     11/20/2025     11/26/2025     12/04/2025     12/11/2025 
NASDAQ 100 Step Up 1 Year
-40%
Buffer
   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100
S&P 500 Dual Direction 6 Yr
-40%
Buffer
   55
Participation
Rate: 105		   55
Participation
Rate: 105		   55
Participation
Rate: 105		   55
Participation
Rate: 105		   55
Participation
Rate: 105		   55
Participation
Rate: 105		   55
Participation
Rate: 105		   55
Participation
Rate: 105		   55
Participation
Rate: 105		   55
Participation
Rate: 105		   55
Participation
Rate: 105		   55
Participation
Rate: 105
NASDAQ 100 Standard 1 Year
-15%
Buffer
   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100
MSCI EAFE Dual Step Tier 6 Yr
-10%
Buffer
   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100
Russell 2000 Step Up 1 Yr
-15%
Buffer
   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13.5
Participation
Rate: 100		   13.5
Participation
Rate: 100		   13.5
Participation
Rate: 100		   13.5
Participation
Rate: 100		   13.5
Participation
Rate: 100		   13.5
Participation
Rate: 100
S&P 500 Dual Step Up 1 Yr
-15%
Buffer
   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100
S&P 500 Standard 1 Year
-40%
Buffer
   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100
S&P 500 Step Up 6 Yr
-10%
Buffer
   60
Participation
Rate: 100		   60
Participation
Rate: 100		   60
Participation
Rate: 100		   60
Participation
Rate: 100		   60
Participation
Rate: 100		   60
Participation
Rate: 100		   60
Participation
Rate: 100		   60
Participation
Rate: 100		   60
Participation
Rate: 100		   60
Participation
Rate: 100		   60
Participation
Rate: 100		   60
Participation
Rate: 100
S&P 500 Step Up 1 Yr
-10%
Buffer
   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   12.5
Participation
Rate: 100		   12.5
Participation
Rate: 100		   12.5
Participation
Rate: 100		   12.5
Participation
Rate: 100
NASDAQ 100 Dual Step Up 1 Yr
-20%
Buffer
   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100
MSCI EAFE Dual Direction 1 Yr
-15%
Buffer
   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100
NASDAQ 100 Standard 1 Year
-20%
Buffer
   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   15
Participation
Rate: 100		   15
Participation
Rate: 100		   15
Participation
Rate: 100		   15
Participation
Rate: 100		   15
Participation
Rate: 100		   15
Participation
Rate: 100
HISTORICAL CURRENT LIMITS on INDEX GAINS
For The Year Ended December 31, 2025
Structured Capital Strategies Premier B Shares
 
     09/25/2025     10/02/2025     10/09/2025     10/16/2025     10/23/2025     10/30/2025     11/06/2025     11/13/2025     11/20/2025     11/26/2025     12/04/2025     12/11/2025 
S&P 500 Step Up 1 Yr
-40%
Buffer
   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100
S&P 500 Standard 1 Year
-15%
Buffer
   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   15
Participation
Rate: 100		   15
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100
S&P 500 Best Entry 6 Yr
-10%
Buffer
   Uncapped
Participation
Rate: 100		   Uncapped
Participation
Rate: 100		   Uncapped
Participation
Rate: 100		   Uncapped
Participation
Rate: 100		   Uncapped
Participation
Rate: 100		   Uncapped
Participation
Rate: 100		   Uncapped
Participation
Rate: 100		   Uncapped
Participation
Rate: 100		   Uncapped
Participation
Rate: 100		   Uncapped
Participation
Rate: 100		   Uncapped
Participation
Rate: 100		   Uncapped
Participation
Rate: 100
Russell 2000 Step Up 1 Yr
-20%
Buffer
   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100
NASDAQ 100 Dual Direction 6 Yr
-20%
Buffer
   100
Participation
Rate: 115		   100
Participation
Rate: 115		   100
Participation
Rate: 115		   100
Participation
Rate: 115		   100
Participation
Rate: 115		   100
Participation
Rate: 115		   100
Participation
Rate: 115		   100
Participation
Rate: 115		   100
Participation
Rate: 115		   100
Participation
Rate: 115		   100
Participation
Rate: 115		   100
Participation
Rate: 115
Russell 2000 Dual Direction 6 Yr
-40%
Buffer
   75
Participation
Rate: 105		   75
Participation
Rate: 105		   75
Participation
Rate: 105		   75
Participation
Rate: 105		   75
Participation
Rate: 105		   75
Participation
Rate: 105		   75
Participation
Rate: 105		   75
Participation
Rate: 105		   75
Participation
Rate: 105		   75
Participation
Rate: 105		   75
Participation
Rate: 105		   75
Participation
Rate: 105
S&P 500 Dual Direction 6 Yr
-10%
Buffer
   Uncapped
Participation
Rate: 117		   Uncapped
Participation
Rate: 117		   Uncapped
Participation
Rate: 117		   Uncapped
Participation
Rate: 117		   Uncapped
Participation
Rate: 117		   Uncapped
Participation
Rate: 117		   Uncapped
Participation
Rate: 115		   Uncapped
Participation
Rate: 115		   Uncapped
Participation
Rate: 115		   Uncapped
Participation
Rate: 115		   Uncapped
Participation
Rate: 115		   Uncapped
Participation
Rate: 115
Russell 2000 Dual Step Up 1 Yr
-10%
Buffer
   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100
S&P 500 Standard 1 Year
-20%
Buffer
   12
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13.5
Participation
Rate: 100		   13.5
Participation
Rate: 100		   13.5
Participation
Rate: 100		   13.5
Participation
Rate: 100
MSCI EAFE Step Up 1 Yr
-10%
Buffer
   10.5
Participation
Rate: 100		   10.5
Participation
Rate: 100		   10.5
Participation
Rate: 100		   10.5
Participation
Rate: 100		   10.5
Participation
Rate: 100		   10.5
Participation
Rate: 100		   10.5
Participation
Rate: 100		   10.5
Participation
Rate: 100		   10.5
Participation
Rate: 100		   10.5
Participation
Rate: 100		   10.5
Participation
Rate: 100		   10.5
Participation
Rate: 100
S&P 500 Dual Step Up 1 Yr
-40%
Buffer
   5
Participation
Rate: 100		   5
Participation
Rate: 100		   5
Participation
Rate: 100		   5
Participation
Rate: 100		   5
Participation
Rate: 100		   5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100
S&P 500 Dual Step Up 6 Yr
-10%
Buffer
   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100
Russell 2000 Dual Direction 1 Yr
-20%
Buffer
   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100
HISTORICAL CURRENT LIMITS on INDEX GAINS
For The Year Ended December 31, 2025
Structured Capital Strategies Premier C Shares
 
     09/25/2025     10/02/2025     10/09/2025     10/16/2025     10/23/2025     10/30/2025     11/06/2025    11/13/2025     11/20/2025     11/26/2025     12/04/2025     12/11/2025 
Russell 2000 Step Up 1 Yr
-40%
Buffer
   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100
NASDAQ 100 Standard 1 Year
-10%
Buffer
   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   21
Participation
Rate: 100		   21
Participation
Rate: 100		   21
Participation
Rate: 100		   21
Participation
Rate: 100		   21
Participation
Rate: 100		   21
Participation
Rate: 100
MSCI EAFE Dual Step Up 1 Yr
-40%
Buffer
   5
Participation
Rate: 100		   5
Participation
Rate: 100		   5
Participation
Rate: 100		   5
Participation
Rate: 100		   5
Participation
Rate: 100		   5
Participation
Rate: 100		   5
Participation
Rate: 100		   5
Participation
Rate: 100		   5
Participation
Rate: 100		   5
Participation
Rate: 100		   5
Participation
Rate: 100		   5
Participation
Rate: 100
MSCI EAFE Dual Direction 6 Yr
-10%
Buffer
   Uncapped
Participation
Rate: 135		   500
Participation
Rate: 120		   500
Participation
Rate: 120		   500
Participation
Rate: 120		   500
Participation
Rate: 120		   500
Participation
Rate: 120		   500
Participation
Rate: 120		   500
Participation
Rate: 120		   500
Participation
Rate: 120		   500
Participation
Rate: 120		   500
Participation
Rate: 120		   500
Participation
Rate: 120
S&P 500 Dual Step Up 1 Yr
-20%
Buffer
   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100
NASDAQ 100 Step Up 1 Year
-15%
Buffer
   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100
Russell 2000 Dual Direction 6 Yr
-10%
Buffer
   Uncapped
Participation
Rate: 118		   Uncapped
Participation
Rate: 118		   Uncapped
Participation
Rate: 118		   Uncapped
Participation
Rate: 118		   Uncapped
Participation
Rate: 118		   Uncapped
Participation
Rate: 118		   Uncapped
Participation
Rate: 116		   Uncapped
Participation
Rate: 116		   Uncapped
Participation
Rate: 116		   Uncapped
Participation
Rate: 116		   Uncapped
Participation
Rate: 116		   Uncapped
Participation
Rate: 116
S&P 500 Standard 6 Year
-10%
Buffer
   Uncapped
Participation
Rate: 120		   Uncapped
Participation
Rate: 120		   Uncapped
Participation
Rate: 120		   Uncapped
Participation
Rate: 120		   Uncapped
Participation
Rate: 120		   Uncapped
Participation
Rate: 120		   Uncapped
Participation
Rate: 117		   Uncapped
Participation
Rate: 117		   Uncapped
Participation
Rate: 117		   Uncapped
Participation
Rate: 117		   Uncapped
Participation
Rate: 117		   Uncapped
Participation
Rate: 117
Russell 2000 Dual Step Tier 6 Yr
-20%
Buffer
   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100
Russell 2000 Dual Step Up 6 Yr
-40%
Buffer
   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100
S&P 500 Dual Direction 1 Yr
-15%
Buffer
   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100
HISTORICAL CURRENT LIMITS on INDEX GAINS
For The Year Ended December 31, 2025
Structured Capital Strategies Premier C Shares
 
     09/25/2025     10/02/2025     10/09/2025     10/16/2025     10/23/2025     10/30/2025     11/06/2025     11/13/2025     11/20/2025     11/26/2025     12/04/2025     12/11/2025 
MSCI EAFE Dual Step Up 6 Yr
-10%
Buffer
   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100
Russell 2000 Standard 1 Year
-10%
Buffer
   28
Participation
Rate: 100		   28
Participation
Rate: 100		   28
Participation
Rate: 100		   28
Participation
Rate: 100		   28
Participation
Rate: 100		   28
Participation
Rate: 100		   28
Participation
Rate: 100		   28
Participation
Rate: 100		   28
Participation
Rate: 100		   28
Participation
Rate: 100		   28
Participation
Rate: 100		   28
Participation
Rate: 100
NASDAQ 100 Dual Step Tier 6 Yr
-20%
Buffer
   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100
NASDAQ 100 Step Up 1 Year
-20%
Buffer
   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100
S&P 500 Dual Step Tier 6 Yr
-10%
Buffer
   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100
NASDAQ 100 Dual Step Up 6 Yr
-40%
Buffer
   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100
S&P 500 Dual Direction 1 Yr
-20%
Buffer
   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100
Russell 2000 Dual Direction 6 Yr
-20%
Buffer
   130
Participation
Rate: 115		   130
Participation
Rate: 115		   130
Participation
Rate: 115		   130
Participation
Rate: 115		   130
Participation
Rate: 115		   130
Participation
Rate: 115		   130
Participation
Rate: 115		   130
Participation
Rate: 115		   130
Participation
Rate: 115		   130
Participation
Rate: 115		   130
Participation
Rate: 115		   130
Participation
Rate: 115
S&P 500 Dual Step Up 1 Yr
-10%
Buffer
   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100
S&P 500 Dual Step Up 6 Yr
-40%
Buffer
   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100
MSCI EAFE Step Up 1 Yr
-40%
Buffer
   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100
HISTORICAL CURRENT LIMITS on INDEX GAINS
For The Year Ended December 31, 2025
Structured Capital Strategies Premier C Shares
 
     09/25/2025     10/02/2025     10/09/2025     10/16/2025     10/23/2025     10/30/2025     11/06/2025     11/13/2025     11/20/2025     11/26/2025     12/04/2025     12/11/2025 
Russell 2000 Standard 1 Year
-20%
Buffer
   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100
MSCI EAFE Dual Step Up 6 Yr
-20%
Buffer
   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100
S&P 500 Dual Step Tier 6 Yr
-20%
Buffer
   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100
MSCI EAFE Dual Step Tier 6 Yr
-20%
Buffer
   55
Step Rate:
20
Participation
Rate: 100		   55
Step Rate:
20
Participation
Rate: 100		   55
Step Rate:
20
Participation
Rate: 100		   55
Step Rate:
20
Participation
Rate: 100		   55
Step Rate:
20
Participation
Rate: 100		   55
Step Rate:
20
Participation
Rate: 100		   55
Step Rate:
20
Participation
Rate: 100		   55
Step Rate:
20
Participation
Rate: 100		   55
Step Rate:
20
Participation
Rate: 100		   55
Step Rate:
20
Participation
Rate: 100		   55
Step Rate:
20
Participation
Rate: 100		   55
Step Rate:
20
Participation
Rate: 100
NASDAQ 100 Dual Step Tier 1 Yr
-10%
Buffer
   12.5
Step Rate: 9

Participation
Rate: 100		   15
Step Rate: 7

Participation
Rate: 100		   15
Step Rate: 7

Participation
Rate: 100		   15
Step Rate: 7

Participation
Rate: 100		   15
Step Rate: 7

Participation
Rate: 100		   15
Step Rate: 7

Participation
Rate: 100		   15.5
Step Rate: 7

Participation
Rate: 100		   15.5
Step Rate: 7

Participation
Rate: 100		   15.5
Step Rate: 7

Participation
Rate: 100		   15.5
Step Rate: 7

Participation
Rate: 100		   15.5
Step Rate: 7

Participation
Rate: 100		   15.5
Step Rate: 7

Participation
Rate: 100
Russell 2000 Standard 6 Year
-10%
Buffer
   Uncapped
Participation
Rate: 120		   Uncapped
Participation
Rate: 120		   Uncapped
Participation
Rate: 120		   Uncapped
Participation
Rate: 120		   Uncapped
Participation
Rate: 120		   Uncapped
Participation
Rate: 120		   Uncapped
Participation
Rate: 118		   Uncapped
Participation
Rate: 118		   Uncapped
Participation
Rate: 118		   Uncapped
Participation
Rate: 118		   Uncapped
Participation
Rate: 118		   Uncapped
Participation
Rate: 118
NASDAQ 100 Dual Direction 1 Yr
-15%
Buffer
   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100
MSCI EAFE Standard 1 Year
-40%
Buffer
   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100
Russell 2000 Dual Step Tier 6 Yr
-10%
Buffer
   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100
NASDAQ 100 Dual Step Tier 6 Yr
-10%
Buffer
   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100		   75
Step Rate:
30
Participation
Rate: 100
Russell 2000 Dual Step Up 1 Yr
-15%
Buffer
   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100
HISTORICAL CURRENT LIMITS on INDEX GAINS
For The Year Ended December 31, 2025
Structured Capital Strategies Premier C Shares
 
     09/25/2025     10/02/2025     10/09/2025     10/16/2025     10/23/2025     10/30/2025     11/06/2025     11/13/2025     11/20/2025     11/26/2025     12/04/2025     12/11/2025 
MSCI EAFE Standard 1 Year
-10%
Buffer
   30
Participation
Rate: 100		   30
Participation
Rate: 100		   30
Participation
Rate: 100		   30
Participation
Rate: 100		   30
Participation
Rate: 100		   30
Participation
Rate: 100		   30
Participation
Rate: 100		   30
Participation
Rate: 100		   30
Participation
Rate: 100		   30
Participation
Rate: 100		   30
Participation
Rate: 100		   30
Participation
Rate: 100
S&P 500 Step Up 6 Yr
-40%
Buffer
   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100
MSCI EAFE Standard 6 Year
-40%
Buffer
   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115
Russell 2000 Standard 6 Year
-40%
Buffer
   95
Participation
Rate: 105		   95
Participation
Rate: 105		   95
Participation
Rate: 105		   95
Participation
Rate: 105		   95
Participation
Rate: 105		   95
Participation
Rate: 105		   95
Participation
Rate: 105		   95
Participation
Rate: 105		   95
Participation
Rate: 105		   95
Participation
Rate: 105		   95
Participation
Rate: 105		   95
Participation
Rate: 105
MSCI EAFE Dual Direction 6 Yr
-15%
Buffer
   Uncapped
Participation
Rate: 130		   400
Participation
Rate: 115		   400
Participation
Rate: 115		   400
Participation
Rate: 115		   400
Participation
Rate: 115		   400
Participation
Rate: 115		   400
Participation
Rate: 115		   400
Participation
Rate: 115		   400
Participation
Rate: 115		   400
Participation
Rate: 115		   400
Participation
Rate: 115		   400
Participation
Rate: 115
MSCI EAFE Standard 6 Year
-15%
Buffer
   Uncapped
Participation
Rate: 130		   Uncapped
Participation
Rate: 130		   Uncapped
Participation
Rate: 130		   Uncapped
Participation
Rate: 130		   Uncapped
Participation
Rate: 130		   Uncapped
Participation
Rate: 130		   Uncapped
Participation
Rate: 130		   Uncapped
Participation
Rate: 130		   Uncapped
Participation
Rate: 130		   Uncapped
Participation
Rate: 130		   Uncapped
Participation
Rate: 130		   Uncapped
Participation
Rate: 130
MSCI EAFE Step Up 1 Yr
-15%
Buffer
   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100
MSCI EAFE Dual Step Tier 1 Yr
-10%
Buffer
   10
Step Rate:
6.5
Participation
Rate: 100		   11
Step Rate: 6

Participation
Rate: 100		   11
Step Rate: 6

Participation
Rate: 100		   11
Step Rate: 6

Participation
Rate: 100		   11
Step Rate: 6

Participation
Rate: 100		   11
Step Rate: 6

Participation
Rate: 100		   11
Step Rate: 6

Participation
Rate: 100		   11
Step Rate: 6

Participation
Rate: 100		   11
Step Rate: 6

Participation
Rate: 100		   11
Step Rate: 6

Participation
Rate: 100		   11
Step Rate: 6

Participation
Rate: 100		   11
Step Rate: 6

Participation
Rate: 100
MSCI EAFE Dual Step Up 1 Yr
-20%
Buffer
   6
Participation
Rate: 100		   6
Participation
Rate: 100		   6
Participation
Rate: 100		   6
Participation
Rate: 100		   6
Participation
Rate: 100		   6
Participation
Rate: 100		   6
Participation
Rate: 100		   6
Participation
Rate: 100		   6
Participation
Rate: 100		   6
Participation
Rate: 100		   6
Participation
Rate: 100		   6
Participation
Rate: 100
Russell 2000 Dual Step Up 1 Yr
-20%
Buffer
   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100
MSCI EAFE Dual Direction 6 Yr
-20%
Buffer
   Uncapped
Participation
Rate: 125		   350
Participation
Rate: 110		   350
Participation
Rate: 110		   350
Participation
Rate: 110		   350
Participation
Rate: 110		   350
Participation
Rate: 110		   350
Participation
Rate: 110		   350
Participation
Rate: 110		   350
Participation
Rate: 110		   350
Participation
Rate: 110		   350
Participation
Rate: 110		   350
Participation
Rate: 110
HISTORICAL CURRENT LIMITS on INDEX GAINS
For The Year Ended December 31, 2025
Structured Capital Strategies Premier C Shares
 
     09/25/2025     10/02/2025     10/09/2025     10/16/2025     10/23/2025     10/30/2025     11/06/2025     11/13/2025     11/20/2025     11/26/2025     12/04/2025     12/11/2025 
S&P 500 Standard 1 Year
-10%
Buffer
   18
Participation
Rate: 100		   18
Participation
Rate: 100		   18
Participation
Rate: 100		   18
Participation
Rate: 100		   18
Participation
Rate: 100		   18
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   21
Participation
Rate: 100		   21
Participation
Rate: 100		   21
Participation
Rate: 100		   21
Participation
Rate: 100
NASDAQ 100 Standard 6 Year
-40%
Buffer
   85
Participation
Rate: 105		   85
Participation
Rate: 105		   85
Participation
Rate: 105		   85
Participation
Rate: 105		   85
Participation
Rate: 105		   85
Participation
Rate: 105		   85
Participation
Rate: 105		   85
Participation
Rate: 105		   85
Participation
Rate: 105		   85
Participation
Rate: 105		   85
Participation
Rate: 105		   85
Participation
Rate: 105
MSCI EAFE Standard 6 Year
-10%
Buffer
   Uncapped
Participation
Rate: 135		   Uncapped
Participation
Rate: 135		   Uncapped
Participation
Rate: 135		   Uncapped
Participation
Rate: 135		   Uncapped
Participation
Rate: 135		   Uncapped
Participation
Rate: 135		   Uncapped
Participation
Rate: 135		   Uncapped
Participation
Rate: 135		   Uncapped
Participation
Rate: 135		   Uncapped
Participation
Rate: 135		   Uncapped
Participation
Rate: 135		   Uncapped
Participation
Rate: 135
NASDAQ 100 Dual Step Up 1 Yr
-10%
Buffer
   10.5
Participation
Rate: 100		   10.5
Participation
Rate: 100		   10.5
Participation
Rate: 100		   10.5
Participation
Rate: 100		   10.5
Participation
Rate: 100		   10.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100
S&P 500 Dual Direction 6 Yr
-20%
Buffer
   90
Participation
Rate: 115		   90
Participation
Rate: 115		   90
Participation
Rate: 115		   90
Participation
Rate: 115		   90
Participation
Rate: 115		   90
Participation
Rate: 115		   90
Participation
Rate: 115		   90
Participation
Rate: 115		   90
Participation
Rate: 115		   90
Participation
Rate: 115		   90
Participation
Rate: 115		   90
Participation
Rate: 115
Russell 2000 Dual Step Up 6 Yr
-20%
Buffer
   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100
MSCI EAFE Dual Step Up 1 Yr
-15%
Buffer
   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100
S&P 500 Standard 6 Year
-15%
Buffer
   175
Participation
Rate: 115		   175
Participation
Rate: 115		   175
Participation
Rate: 115		   175
Participation
Rate: 115		   175
Participation
Rate: 115		   175
Participation
Rate: 115		   175
Participation
Rate: 112		   175
Participation
Rate: 112		   175
Participation
Rate: 112		   175
Participation
Rate: 112		   175
Participation
Rate: 112		   175
Participation
Rate: 112
NASDAQ 100 Dual Direction 6 Yr
-10%
Buffer
   140
Participation
Rate: 118		   140
Participation
Rate: 118		   140
Participation
Rate: 118		   140
Participation
Rate: 118		   140
Participation
Rate: 118		   140
Participation
Rate: 118		   140
Participation
Rate: 118		   140
Participation
Rate: 118		   140
Participation
Rate: 118		   140
Participation
Rate: 118		   140
Participation
Rate: 118		   140
Participation
Rate: 118
NASDAQ 100 Standard 6 Year
-20%
Buffer
   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115
S&P 500 Step Up 6 Yr
-20%
Buffer
   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100
HISTORICAL CURRENT LIMITS on INDEX GAINS
For The Year Ended December 31, 2025
Structured Capital Strategies Premier C Shares
 
     09/25/2025     10/02/2025     10/09/2025     10/16/2025     10/23/2025     10/30/2025     11/06/2025     11/13/2025     11/20/2025     11/26/2025     12/04/2025     12/11/2025 
S&P 500 Standard 6 Year
-20%
Buffer
   150
Participation
Rate: 112		   150
Participation
Rate: 112		   150
Participation
Rate: 112		   150
Participation
Rate: 112		   150
Participation
Rate: 112		   150
Participation
Rate: 112		   150
Participation
Rate: 110		   150
Participation
Rate: 110		   150
Participation
Rate: 110		   150
Participation
Rate: 110		   150
Participation
Rate: 110		   150
Participation
Rate: 110
NASDAQ 100 Standard 6 Year
-15%
Buffer
   140
Participation
Rate: 115		   140
Participation
Rate: 115		   140
Participation
Rate: 115		   140
Participation
Rate: 115		   140
Participation
Rate: 115		   140
Participation
Rate: 115		   140
Participation
Rate: 115		   140
Participation
Rate: 115		   140
Participation
Rate: 115		   140
Participation
Rate: 115		   140
Participation
Rate: 115		   140
Participation
Rate: 115
Russell 2000 Dual Step Tier 1 Yr
-10%
Buffer
   13
Step Rate: 9
Participation
Rate: 100		   16
Step Rate: 7
Participation
Rate: 100		   16
Step Rate: 7
Participation
Rate: 100		   16
Step Rate: 7
Participation
Rate: 100		   16
Step Rate: 7
Participation
Rate: 100		   16
Step Rate: 7
Participation
Rate: 100		   16.5
Step Rate: 7
Participation
Rate: 100		   16.5
Step Rate: 7
Participation
Rate: 100		   16.5
Step Rate: 7
Participation
Rate: 100		   16.5
Step Rate: 7
Participation
Rate: 100		   16.5
Step Rate: 7
Participation
Rate: 100		   16.5
Step Rate: 7
Participation
Rate: 100
S&P 500 Enhanced Upside 125% 1 Yr
-10%
Buffer
   14
Participation
Rate: 125		   14
Participation
Rate: 125		   14
Participation
Rate: 125		   14
Participation
Rate: 125		   14
Participation
Rate: 125		   14
Participation
Rate: 125		   16
Participation
Rate: 125		   16
Participation
Rate: 125		   16.5
Participation
Rate: 125		   16.5
Participation
Rate: 125		   16.5
Participation
Rate: 125		   16.5
Participation
Rate: 125
Russell 2000 Step Up 1 Yr
-10%
Buffer
   14.5
Participation
Rate: 100		   14.5
Participation
Rate: 100		   14.5
Participation
Rate: 100		   14.5
Participation
Rate: 100		   14.5
Participation
Rate: 100		   14.5
Participation
Rate: 100		   15
Participation
Rate: 100		   15
Participation
Rate: 100		   15
Participation
Rate: 100		   15
Participation
Rate: 100		   15
Participation
Rate: 100		   15
Participation
Rate: 100
MSCI EAFE Standard 6 Year
-20%
Buffer
   Uncapped
Participation
Rate: 125		   Uncapped
Participation
Rate: 125		   Uncapped
Participation
Rate: 125		   Uncapped
Participation
Rate: 125		   Uncapped
Participation
Rate: 125		   Uncapped
Participation
Rate: 125		   Uncapped
Participation
Rate: 125		   Uncapped
Participation
Rate: 125		   Uncapped
Participation
Rate: 125		   Uncapped
Participation
Rate: 125		   Uncapped
Participation
Rate: 125		   Uncapped
Participation
Rate: 125
MSCI EAFE Step Up 1 Yr
-20%
Buffer
   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100
Russell 2000 Standard 1 Year
-40%
Buffer
   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100
S&P 500 Dual Step Up 6 Yr
-20%
Buffer
   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100
MSCI EAFE Dual Direction 6 Yr
-40%
Buffer
   110
Participation
Rate: 115		   110
Participation
Rate: 105		   110
Participation
Rate: 105		   110
Participation
Rate: 105		   110
Participation
Rate: 105		   110
Participation
Rate: 105		   110
Participation
Rate: 105		   110
Participation
Rate: 105		   110
Participation
Rate: 105		   110
Participation
Rate: 105		   110
Participation
Rate: 105		   110
Participation
Rate: 105
MSCI EAFE Dual Step Up 1 Yr
-10%
Buffer
   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100
HISTORICAL CURRENT LIMITS on INDEX GAINS
For The Year Ended December 31, 2025
Structured Capital Strategies Premier C Shares
 
     09/25/2025     10/02/2025     10/09/2025     10/16/2025     10/23/2025     10/30/2025     11/06/2025     11/13/2025     11/20/2025     11/26/2025     12/04/2025     12/11/2025 
Russell 2000 Dual Step Up 6 Yr
-10%
Buffer
   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100
Russell 2000 Dual Step Up 1 Yr
-40%
Buffer
   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100
S&P 500 Dual Direction 6 Yr
-15%
Buffer
   115
Participation
Rate: 115		   115
Participation
Rate: 115		   115
Participation
Rate: 115		   115
Participation
Rate: 115		   115
Participation
Rate: 115		   115
Participation
Rate: 115		   110
Participation
Rate: 115		   110
Participation
Rate: 115		   110
Participation
Rate: 115		   110
Participation
Rate: 115		   110
Participation
Rate: 115		   110
Participation
Rate: 115
S&P 500 Standard 6 Year
-40%
Buffer
   90
Participation
Rate: 105		   90
Participation
Rate: 105		   90
Participation
Rate: 105		   90
Participation
Rate: 105		   90
Participation
Rate: 105		   90
Participation
Rate: 105		   90
Participation
Rate: 105		   90
Participation
Rate: 105		   90
Participation
Rate: 105		   90
Participation
Rate: 105		   90
Participation
Rate: 105		   90
Participation
Rate: 105
NASDAQ 100 Standard 1 Year
-40%
Buffer
   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100
Russell 2000 Standard 6 Year
-15%
Buffer
   Uncapped
Participation
Rate: 115		   Uncapped
Participation
Rate: 115		   Uncapped
Participation
Rate: 115		   Uncapped
Participation
Rate: 115		   Uncapped
Participation
Rate: 115		   Uncapped
Participation
Rate: 115		   Uncapped
Participation
Rate: 115		   Uncapped
Participation
Rate: 115		   Uncapped
Participation
Rate: 115		   Uncapped
Participation
Rate: 115		   Uncapped
Participation
Rate: 115		   Uncapped
Participation
Rate: 115
S&P 500 Step Up 1 Yr
-20%
Buffer
   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100
S&P 500 Dual Step Tier 1 Yr
-10%
Buffer
   10.5
Step Rate: 8
Participation
Rate: 100		   13
Step Rate: 6
Participation
Rate: 100		   13
Step Rate: 6
Participation
Rate: 100		   13
Step Rate: 6
Participation
Rate: 100		   13
Step Rate: 6
Participation
Rate: 100		   13
Step Rate: 6
Participation
Rate: 100		   14
Step Rate: 6
Participation
Rate: 100		   14
Step Rate: 6
Participation
Rate: 100		   14
Step Rate: 6
Participation
Rate: 100		   14
Step Rate: 6
Participation
Rate: 100		   14
Step Rate: 6
Participation
Rate: 100		   14
Step Rate: 6
Participation
Rate: 100
Russell 2000 Dual Direction 1 Yr
-10%
Buffer
   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100
NASDAQ 100 Dual Direction 1 Yr
-10%
Buffer
   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100
MSCI EAFE Dual Step Up 6 Yr
-40%
Buffer
   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100		   35
Participation
Rate: 100
HISTORICAL CURRENT LIMITS on INDEX GAINS
For The Year Ended December 31, 2025
Structured Capital Strategies Premier C Shares
 
     09/25/2025     10/02/2025     10/09/2025     10/16/2025     10/23/2025     10/30/2025     11/06/2025     11/13/2025     11/20/2025     11/26/2025     12/04/2025     12/11/2025 
NASDAQ 100 Dual Step Up 1 Yr
-40%
Buffer
   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100
MSCI EAFE Dual Direction 1 Yr
-20%
Buffer
   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   7
Participation
Rate: 100		   6.5
Participation
Rate: 100		   6.5
Participation
Rate: 100		   6.5
Participation
Rate: 100		   6.5
Participation
Rate: 100		   6.5
Participation
Rate: 100		   6.5
Participation
Rate: 100
NASDAQ 100 Dual Step Up 6 Yr
-10%
Buffer
   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100
NASDAQ 100 Dual Direction 6 Yr
-40%
Buffer
   65
Participation
Rate: 105		   65
Participation
Rate: 105		   65
Participation
Rate: 105		   65
Participation
Rate: 105		   65
Participation
Rate: 105		   65
Participation
Rate: 105		   65
Participation
Rate: 105		   65
Participation
Rate: 105		   65
Participation
Rate: 105		   65
Participation
Rate: 105		   65
Participation
Rate: 105		   65
Participation
Rate: 105
MSCI EAFE Standard 1 Year
-15%
Buffer
   22
Participation
Rate: 100		   22
Participation
Rate: 100		   22
Participation
Rate: 100		   22
Participation
Rate: 100		   22
Participation
Rate: 100		   22
Participation
Rate: 100		   21.5
Participation
Rate: 100		   21.5
Participation
Rate: 100		   21.5
Participation
Rate: 100		   21.5
Participation
Rate: 100		   21.5
Participation
Rate: 100		   21.5
Participation
Rate: 100
NASDAQ 100 Dual Step Up 1 Yr
-15%
Buffer
   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100
NASDAQ 100 Dual Direction 1 Yr
-20%
Buffer
   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100
Russell 2000 Standard 1 Year
-15%
Buffer
   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   20
Participation
Rate: 100		   21
Participation
Rate: 100		   21
Participation
Rate: 100		   21
Participation
Rate: 100		   21
Participation
Rate: 100		   21
Participation
Rate: 100		   21
Participation
Rate: 100
S&P 500 Dual Direction 1 Yr
-10%
Buffer
   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   15
Participation
Rate: 100		   15
Participation
Rate: 100		   15
Participation
Rate: 100		   15
Participation
Rate: 100
MSCI EAFE Standard 1 Year
-20%
Buffer
   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100
Russell 2000 Standard 6 Year
-20%
Buffer
   155
Participation
Rate: 115		   155
Participation
Rate: 115		   155
Participation
Rate: 115		   155
Participation
Rate: 115		   155
Participation
Rate: 115		   155
Participation
Rate: 115		   155
Participation
Rate: 115		   155
Participation
Rate: 115		   155
Participation
Rate: 115		   155
Participation
Rate: 115		   155
Participation
Rate: 115		   155
Participation
Rate: 115
HISTORICAL CURRENT LIMITS on INDEX GAINS
For The Year Ended December 31, 2025
Structured Capital Strategies Premier C Shares
 
     09/25/2025     10/02/2025     10/09/2025     10/16/2025     10/23/2025     10/30/2025     11/06/2025     11/13/2025     11/20/2025     11/26/2025     12/04/2025     12/11/2025 
S&P 500 Step Up 1 Yr
-15%
Buffer
   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100
MSCI EAFE Dual Direction 1 Yr
-10%
Buffer
   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100
NASDAQ 100 Step Up 1 Year
-10%
Buffer
   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100
Russell 2000 Dual Direction 6 Yr
-15%
Buffer
   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115		   150
Participation
Rate: 115
NASDAQ 100 Standard 6 Year
-10%
Buffer
   155
Participation
Rate: 120		   155
Participation
Rate: 120		   155
Participation
Rate: 120		   155
Participation
Rate: 120		   155
Participation
Rate: 120		   155
Participation
Rate: 120		   150
Participation
Rate: 120		   150
Participation
Rate: 120		   150
Participation
Rate: 120		   150
Participation
Rate: 120		   150
Participation
Rate: 120		   150
Participation
Rate: 120
NASDAQ 100 Dual Step Up 6 Yr
-20%
Buffer
   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100		   45
Participation
Rate: 100
Russell 2000 Dual Direction 1 Yr
-15%
Buffer
   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100
NASDAQ 100 Dual Direction 6 Yr
-15%
Buffer
   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115		   120
Participation
Rate: 115
NASDAQ 100 Step Up 1 Year
-40%
Buffer
   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100
S&P 500 Dual Direction 6 Yr
-40%
Buffer
   55
Participation
Rate: 105		   55
Participation
Rate: 105		   55
Participation
Rate: 105		   55
Participation
Rate: 105		   55
Participation
Rate: 105		   55
Participation
Rate: 105		   55
Participation
Rate: 105		   55
Participation
Rate: 105		   55
Participation
Rate: 105		   55
Participation
Rate: 105		   55
Participation
Rate: 105		   55
Participation
Rate: 105
NASDAQ 100 Standard 1 Year
-15%
Buffer
   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100		   17
Participation
Rate: 100
HISTORICAL CURRENT LIMITS on INDEX GAINS
For The Year Ended December 31, 2025
Structured Capital Strategies Premier C Shares
 
     09/25/2025     10/02/2025     10/09/2025     10/16/2025     10/23/2025     10/30/2025     11/06/2025     11/13/2025     11/20/2025     11/26/2025     12/04/2025     12/11/2025 
MSCI EAFE Dual Step Tier 6 Yr
-10%
Buffer
   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100		   65
Step Rate:
25
Participation
Rate: 100
Russell 2000 Step Up 1 Yr
-15%
Buffer
   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13.5
Participation
Rate: 100		   13.5
Participation
Rate: 100		   13.5
Participation
Rate: 100		   13.5
Participation
Rate: 100		   13.5
Participation
Rate: 100		   13.5
Participation
Rate: 100
S&P 500 Dual Step Up 1 Yr
-15%
Buffer
   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100		   8.5
Participation
Rate: 100
S&P 500 Standard 1 Year
-40%
Buffer
   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100		   9
Participation
Rate: 100
S&P 500 Step Up 6 Yr
-10%
Buffer
   60
Participation
Rate: 100		   60
Participation
Rate: 100		   60
Participation
Rate: 100		   60
Participation
Rate: 100		   60
Participation
Rate: 100		   60
Participation
Rate: 100		   60
Participation
Rate: 100		   60
Participation
Rate: 100		   60
Participation
Rate: 100		   60
Participation
Rate: 100		   60
Participation
Rate: 100		   60
Participation
Rate: 100
S&P 500 Step Up 1 Yr
-10%
Buffer
   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   12.5
Participation
Rate: 100		   12.5
Participation
Rate: 100		   12.5
Participation
Rate: 100		   12.5
Participation
Rate: 100
NASDAQ 100 Dual Step Up 1 Yr
-20%
Buffer
   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100
MSCI EAFE Dual Direction 1 Yr
-15%
Buffer
   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   10
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100		   9.5
Participation
Rate: 100
NASDAQ 100 Standard 1 Year
-20%
Buffer
   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   15
Participation
Rate: 100		   15
Participation
Rate: 100		   15
Participation
Rate: 100		   15
Participation
Rate: 100		   15
Participation
Rate: 100		   15
Participation
Rate: 100
S&P 500 Step Up 1 Yr
-40%
Buffer
   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   7.5
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100
S&P 500 Standard 1 Year
-15%
Buffer
   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   14
Participation
Rate: 100		   15
Participation
Rate: 100		   15
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100		   16
Participation
Rate: 100
HISTORICAL CURRENT LIMITS on INDEX GAINS
For The Year Ended December 31, 2025
Structured Capital Strategies Premier C Shares
 
     09/25/2025     10/02/2025     10/09/2025     10/16/2025     10/23/2025     10/30/2025     11/06/2025     11/13/2025    11/20/2025     11/26/2025     12/04/2025     12/11/2025 
S&P 500 Best Entry 6 Yr
-10%
Buffer
   Uncapped
Participation
Rate: 100		   Uncapped
Participation
Rate: 100		   Uncapped
Participation
Rate: 100		   Uncapped
Participation
Rate: 100		   Uncapped
Participation
Rate: 100		   Uncapped
Participation
Rate: 100		   Uncapped
Participation
Rate: 100		   Uncapped
Participation
Rate: 100		   Uncapped
Participation
Rate: 100		   Uncapped
Participation
Rate: 100		   Uncapped
Participation
Rate: 100		   Uncapped
Participation
Rate: 100
Russell 2000 Step Up 1 Yr
-20%
Buffer
   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100
NASDAQ 100 Dual Direction 6 Yr
-20%
Buffer
   100
Participation
Rate: 115		   100
Participation
Rate: 115		   100
Participation
Rate: 115		   100
Participation
Rate: 115		   100
Participation
Rate: 115		   100
Participation
Rate: 115		   100
Participation
Rate: 115		   100
Participation
Rate: 115		   100
Participation
Rate: 115		   100
Participation
Rate: 115		   100
Participation
Rate: 115		   100
Participation
Rate: 115
Russell 2000 Dual Direction 6 Yr
-40%
Buffer
   75
Participation
Rate: 105		   75
Participation
Rate: 105		   75
Participation
Rate: 105		   75
Participation
Rate: 105		   75
Participation
Rate: 105		   75
Participation
Rate: 105		   75
Participation
Rate: 105		   75
Participation
Rate: 105		   75
Participation
Rate: 105		   75
Participation
Rate: 105		   75
Participation
Rate: 105		   75
Participation
Rate: 105
S&P 500 Dual Direction 6 Yr
-10%
Buffer
   Uncapped
Participation
Rate: 117		   Uncapped
Participation
Rate: 117		   Uncapped
Participation
Rate: 117		   Uncapped
Participation
Rate: 117		   Uncapped
Participation
Rate: 117		   Uncapped
Participation
Rate: 117		   Uncapped
Participation
Rate: 115		   Uncapped
Participation
Rate: 115		   Uncapped
Participation
Rate: 115		   Uncapped
Participation
Rate: 115		   Uncapped
Participation
Rate: 115		   Uncapped
Participation
Rate: 115
Russell 2000 Dual Step Up 1 Yr
-10%
Buffer
   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100		   11.5
Participation
Rate: 100
S&P 500 Standard 1 Year
-20%
Buffer
   12
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100		   12
Participation
Rate: 100		   13
Participation
Rate: 100		   13
Participation
Rate: 100		   13.5
Participation
Rate: 100		   13.5
Participation
Rate: 100		   13.5
Participation
Rate: 100		   13.5
Participation
Rate: 100
MSCI EAFE Step Up 1 Yr
-10%
Buffer
   10.5
Participation
Rate: 100		   10.5
Participation
Rate: 100		   10.5
Participation
Rate: 100		   10.5
Participation
Rate: 100		   10.5
Participation
Rate: 100		   10.5
Participation
Rate: 100		   10.5
Participation
Rate: 100		   10.5
Participation
Rate: 100		   10.5
Participation
Rate: 100		   10.5
Participation
Rate: 100		   10.5
Participation
Rate: 100		   10.5
Participation
Rate: 100
S&P 500 Dual Step Up 1 Yr
-40%
Buffer
   5
Participation
Rate: 100		   5
Participation
Rate: 100		   5
Participation
Rate: 100		   5
Participation
Rate: 100		   5
Participation
Rate: 100		   5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100		   5.5
Participation
Rate: 100
S&P 500 Dual Step Up 6 Yr
-10%
Buffer
   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100		   55
Participation
Rate: 100
Russell 2000 Dual Direction 1 Yr
-20%
Buffer
   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100		   8
Participation
Rate: 100