INTRODUCING THE

PATRIOT TECHNOLOGY 15 INDEX

The Patriot Technology 15 Index (“the Index”) is a rules-based index that aims to provide a balance between growth potential and asset protection by offering exposure to US companies that are aligned with the United States Department of Defense’s critical technologies list and with low geostrategic risk and foreign influence. It also adds a layer of risk control through the BNP Paribas intraday volatility control overlay.

For a list of selected risks and considerations with the Patriot Technology 15 Index, please click here.

The equity portion of the Patriot Technology 15 Index targets a market cap weighted portfolio that aligns with US modernization priorities and with minimized geostrategic risk from sanctions, trade, and conflict.

*J.H. Whitney is a geopolitical risk consulting firm whose proprietary geostrategic risk scoring methodology helps inform the equity portion of the Index. For illustrative purposes only.

RISK REDUCTION MECHANISM

In an effort to hedge against large market movements, on a daily basis, the Index methodology is designed to adjust exposure among critical technology companies with low geostrategic risk ratings and a hypothetical cash position to target an annualized realized volatility of 15%. This is an intraday volatility control overlay that observes the index volatility level during the day and rebalances accordingly one hour later at the market close.