Strategic Cash Management

Strengthen idle cash by converting it into steady, predictable monthly cash flow

Idle cash in money market funds or short-term bond funds may feel safe—but cash flow fluctuates as interest rates change, distributions can be irregular, and withdrawals can require selling

LifeX offers a thoughtful, efficient alternative—a ladder of US Treasuries that combines principal and interest into stable, tax-efficient cash flow with the flexibility of an ETF¹

Put your cash to work—see how LifeX turns it into predictable income
(Illustrative Example)

Current Cash Flow

Certificate of Deposit²

3-Year CD Yield

3.60

Interest only

As of 9/30/2025

Money Market Fund³

Treasury Money Market Yield

3.86

Interest only

As of 9/30/2025

LIFT Income Bucket ETF

3-Year Fixed Distribution

0.00%

Interest + Return of Capital

As of XX/XX/XXXX

CD and money market yields shown represent income only and do not include the return of principal that occurs at maturity or redemption. LIFT’s annualized distribution rate reflects both interest income and return of principal, and the ETF is expected to distribute substantially all of its principal by December of its end year (2028). This example is not intended to represent total return or a full economic comparison among the products.

LIFT

Income Bucket ETF

As of XX/XX/XXXX

Distribution Rate at NAV

0.00%

Treasury Interest

0.00%

Return of Capital

0.00%

30-Day SEC Yield

0.00%

For standardized performance of LIFT, click here

The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted. Performance is shown net of fees. Performance data current to the most recent month end may be obtained by calling 855-609-3680. Expense Ratio: 0.25%

LIFT

3 Years

Stable, flexible, and tax-efficient cash flow

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