ZTAX

active investing with
TRIPLE tax advantage.

For those who've earned the right to earn differently.

Improve liquidity &
eliminate tax liability.

the next generation
of Muni Bond ETFs.

12-Month Yield

as of

For those who've earned the right to earn differently.

Designed with liquidity and flexibility in mind, ZTAX's marginable structure improves accessibility and may provide a relief on tax liability on interest and dividends earned*.

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*Interest income from municipal bonds is generally exempt from federal income tax but may be subject to state or local taxes and the alternative minimum tax (AMT), depending on the investor's status.

Past performance does not guarantee future results. Please visit the Our Fund page for current yield and daily performance updates.

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    Do you pay Federal taxes?*

    Invest in ZTAX

    Buy now through any platforms!

    If you can't find your brokerage on the list:

    Try searching for the 'ZTAX' ticker on your favorite platform.

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    Invest in shares of "ZTAX" on your preferred platform:

    The brokerage firms listed are not affiliated with ALPS Distributors, Inc., or X-Square Capital. These links are provided for your convenience. Please consult your brokerage firm for information about investing in ZTAX.

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    Designed for tax advantaged income.

    FAQ

    What is the tax advantage of ZTAX compared to other ETFs?

    Interest income is exempt from Federal, State, and Local Income Taxes for EE.UU. based Investors. For non-U.S. investors, tax treatment may vary, while still enjoying Federal Tax exemption.

    This positions ZTAX as a highly tax-efficient municipal bond ETF, particularly attractive to investors in high tax brackets. Learn more on our Our Fund page.

    Can I invest in ZTAX through my brokerage account?

    Yes! ZTAX is listed on the NYSE and is available on the major brokerage platforms under the ticker “ZTAX.” You can buy or sell shares just like any publicly traded stock or ETF. Check with your preferred brokerage for availability!

    Does ZTAX have a minimum investment amount?

    ZTAX does not have a fund-imposed minimum. You can invest in as little as one share through your brokerage account. Minimums may vary depending on your broker.

    How is the market price of an ETF determined?

    The market price of an ETF, like ZTAX, is driven by supply and demand on the exchange where it trades. This price may slightly differ from its Net Asset Value (NAV), which reflects the value of its underlying bonds. For daily NAV and market price updates, visit the Our Fund page.

    ZTAX takes a different approach.

    6 percent for Guam, 10 percent for US Virgin Islands, 84 percent for Puerto Rico arrow for styling purposes

    About the Adviser

    X-Square Capital is a registered investment adviser that provides investment advisory services to individual and institutional clients.

    Comprised of professional money managers & advisers with extensive experience in financial markets.

    Our Team
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