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SmartTrust UIT - Taxable Income Portfolios

Cusip Portfolio Symbol Deposit Date Maturity Date Offer Price Net Asset
Value
Price Date Historical 12-
Month Dist.
Docs
Taxable Income Portfolio
CEFA Select BDC, 35 STBDIX 11-05-25 11-04-27 8.9866 9.0144 03-16-2026 1.2051
Portfolio of Closed-End Fund Opportunities, 39 STCEMX 12-17-25 12-16-27 9.9115 9.9139 03-16-2026 0.7386
Preferreds Plus, 29 STPPCX 12-02-25 12-02-27 9.8442 9.8485 03-16-2026 0.5961