Here is a breakdown of the Hartford Strategic Income ETF $HFSI you should know: Actively managed multi-sector bond fund that allocates across fixed-income sectors (government, high yield, emerging markets, mortgages, bank loans) in pursuit of current income and long-term total return. Launch: September 21, 2021 Expense Ratio: 0.49% Total Assets: $830.4M NAV: $35.19 Distribution Yield: 5.49% 30-Day SEC Yield: 5.94% Yield to Worst: 6.90% Distribution Frequency: Monthly Portfolio Composition: Emerging Market Debt 20% US Government Debt 17% High Yield Credit 14% Mortgage Backed Securities 14% Bank Loans 11% Asset Backed Securities 11% Other 11% Commercial Mortgage Backed Securities 5% Investment Grade Credit 3% Top Holdings: 🥇 FNMA TBA 30 Year 5.5% Single Family Mortgage 5.26% 🥈 US Treasury 09/28 3.375% 2.74% 🥉 US Treasury 11/34 4.25% 2.64% 4. US Treasury 08/30 3.625% 2.47% 5. US Treasury 08/35 4.25% 2.06% 1,062 total holdings Effective Duration: 5.39 years Portfolio Turnover: 136% 3-Year Return: 8.58%🟢 1-Year Return: 8.41%🟢 YTD Return: 1.45%🟢 Morningstar Rating: 3-star (Multisector Bond category) Sub-advised by Wellington Management ⚠️ Fixed income ETF. Bond price risk increases when interest rates rise. Credit quality ranges from AAA to CCC/below (24% in B-rated debt, 5% in CCC or lower).

Here's how the Vanguard Dividend Appreciation ETF $VIG has performed each full year since 2016: 2016: 11.97%🟢 2017: 22.22%🟢 2018: -2.08%🔴 2019: 29.62%🟢 2020: 15.40%🟢 2021: 23.76%🟢 2022: -9.81%🔴 2023: 14.50%🟢 2024: 16.99%🟢 2025: 14.16%🟢 YTD 2026: 7.68%🟢

QYLD Top 10 Holdings 🥇 Nvidia $NVDA 8.30% 🥈 Apple $AAPL 7.12% 🥉 Micron Technology $MU 5.08% 4. Microsoft $MSFT 4.83% 5. Amazon $AMZN 4.27% 6. Advanced Micro Devices $AMD 3.83% 7. Alphabet $GOOGL 3.49% 8. Tesla $TSLA 3.38% 9. Alphabet $GOOG 3.25% 10. Broadcom $AVGO 3.02% Top 10 total: 47.57% Full fund: 102 holdings

Kurv Investment is a niche income ETF issuer with ~$480M in assets across a focused suite of options-based strategies Technology Suite: - Kurv Technology Titans Select ETF $KQQQ - Kurv High Income ETF $KYLD Precious Metals Suite: - Kurv Gold Enhanced Income ETF $KGLD - Kurv Silver Enhanced Income ETF $KSLV - Kurv Copper & Mining Enhanced Income ETF $KCOP Single-Stock Yield Premium Strategy: - Kurv Yield Premium Strategy Amazon ETF $AMZP - Kurv Yield Premium Strategy Apple ETF $AAPY - Kurv Yield Premium Strategy Google ETF $GOOP - Kurv Yield Premium Strategy Microsoft ETF $MSFY - Kurv Yield Premium Strategy Netflix ETF $NFLP - Kurv Yield Premium Strategy Tesla ETF $TSLP Fixed Income: - Kurv Enhanced Short Maturity ETF $LQID - Kurv SpaceX Enhanced Income ETF $XSHP Kurv's lineup splits three ways: broad tech exposure (KQQQ, KYLD), commodity-linked strategies (precious metals, copper), and single-stock options income on mega-cap names. Distribution rates range from 11.54% (Microsoft) to 26.67% (Silver). All monthly payouts except KYLD, which pays weekly.

Here is a breakdown of the iShares U.S. Large Cap Premium Income Active ETF $BALI you should know: Actively managed large cap stock fund that uses covered calls and stock picking to deliver monthly income alongside growth participation in mega-cap tech. Launch: September 26, 2023 Expense Ratio: 0.35% Total Assets: $1.22B NAV: $33.61 Distribution Rate: 7.75% Distribution Frequency: Monthly Top Holdings: 🥇Nvidia $NVDA 7.16% 🥈 Apple $AAPL 5.99% 🥉 Microsoft $MSFT 5.24% 4. Amazon $AMZN 3.29% 5. Alphabet $GOOGL 3.14% Recent Distributions: June 2026: $0.2160/share May 2026: $0.2191/share April 2026: $0.3461/share 1-Year Return: 16.95%🟢 YTD Return: 9.72%🟢 Morningstar Rating: Gold Medal BALI is actively managed, which means the portfolio manager makes individual stock picks rather than tracking an index. The 7.75% yield comes from covered call writing on the underlying holdings. The fund holds 188 stocks, so while it's tech-heavy at the top (NVDA, AAPL, MSFT account for ~18% together), it has real diversification beneath the surface. BlackRock's systematic team runs this one, and it's been around since late 2023. Expense ratio is 35 basis points, which is reasonable for an actively managed income strategy. ⚠️ Distributions are not guaranteed and may vary month to month. This does not represent total return.

$SPYI vs $FEPI Both track tech-heavy portfolios with covered call income, but one is broad and monthly while the other is concentrated and weekly $SPYI NEOS S&P 500 High Income ETF Launch: August 29, 2022 Total Assets: $10.02B Distribution Rate: 12.08% 1-Year Return: 23.88%🟢 Expense Ratio: 0.68% May 2026 Distribution: $0.5353/share Top Holdings: 🥇 Nvidia $NVDA 7.83% 🥈 Apple $AAPL 6.80% 🥉 Microsoft $MSFT 4.56% $FEPI REX FANG & Innovation Equity Premium Income ETF Launch: October 11, 2023 Total Assets: $681M Distribution Rate: 24.88% 1-Year Return: 22.78%🟢 Expense Ratio: 0.65% June 9 2026 Distribution: $0.2133/share (weekly) Top Holdings: 🥇 Micron Technology $MU 8.91% 🥈 Advanced Micro Devices $AMD 7.42% 🥉 Apple $AAPL 6.66% SPYI covers the full S&P 500 with monthly payouts. FEPI concentrates on 15 big tech names with weekly distributions. SPYI has 15x more assets and lower yield. FEPI pays more often and more aggressively but on a smaller, riskier portfolio. Disclosure: @NEOS and @REXShares are WOLF Financial partners. This is for informational purposes only, not financial advice.

Here's how the Vanguard International High Dividend Yield ETF $VYMI has performed each full year over the last 9 years: 2017: 22.34% 🟢 2018: -12.66% 🔴 2019: 18.46% 🟢 2020: -1.05% 🔴 2021: 15.41% 🟢 2022: -7.06% 🔴 2023: 17.08% 🟢 2024: 7.07% 🟢 2025: 38.06% 🟢 2026: 12.32% 🟢 (so far)

Here are the top holdings in the VistaShares Target 15™ S&P 100 Distribution ETF $SIOO: - NVIDIA $NVDA 9.27% weighting - Apple $AAPL 8.00% - Microsoft $MSFT 4.64% - Amazon $AMZN 4.21% - Broadcom $AVGO 4.20% - Google $GOOGL 3.74% - Meta Platforms $META 2.79% - Micron Technology $MU 2.67% - Tesla $TSLA 2.58% Disclosure: @VistaShares is a WOLF Financial Partner. This is for informational purposes only, not financial advice.

🚨 NEW ETF FILING BlackRock has filed its fourth and likely final amendment for the iShares Bitcoin Premium Income ETF $BITA The fund will hold spot Bitcoin and $IBIT shares, selling covered call options to generate monthly income. Launch expected imminently on Nasdaq. Here is how $BITA compares to existing Bitcoin income ETFs: iShares Bitcoin Premium Income ETF $BITA Expense Ratio: 0.65% Issuer: BlackRock AUM: Pre-launch NEOS Bitcoin High Income ETF $BTCI Expense Ratio: 0.68% Issuer: NEOS Investments AUM: $1.07B Roundhill Bitcoin Covered Call Strategy ETF $YBTC Expense Ratio: 0.96% Issuer: Roundhill AUM: $126M BlackRock enters the Bitcoin income space with the lowest expense ratio among major competitors. Tickers and distributions TBA. Disclosure: @NEOSInvestments is a WOLF Financial partner. This is for informational purposes only, not financial advice.

Here is a breakdown of the Roundhill Bitcoin Covered Call Strategy ETF $YBTC you should know: The fund is an actively managed ETF that implements a synthetic covered call strategy on Bitcoin ETPs, selling weekly call options to generate income while maintaining exposure to Bitcoin price returns subject to a weekly upside cap. Launch: January 18, 2024 Expense Ratio: 0.96% Total Assets: $126.11M NAV: $17.41 Distribution Rate: 35.90% Distribution Frequency: Weekly Since Inception Return: 8.98%🟢 1-Year Return: -14.16%🔴 Recent Distributions: June 10, 2026: $0.1200/share June 3, 2026: $0.1253/share May 27, 2026: $0.1307/share ⚠️ Distributions are not guaranteed and may vary. 100% of recent distributions consist of estimated return of capital. This does not represent total return.

Here are the current top 10 largest holdings in YieldMax Target 12 Real Estate Option Income ETF $RNTY 🥇 Prologis $PLD 6.81% 🥈 Welltower $WELL 6.57% 🥉 Digital Realty Trust $DLR 5.59% 4. Simon Property Group $SPG 5.17% 5. Equinix $EQIX 4.71% 6. St Joe $JOE 4.20% 7. Texas Pacific Land $TPL 4.20% 8. Iron Mountain $IRM 4.12% 9. Public Storage $PSA 4.00% 10. Realty Income $O 3.98% Disclosure: @YieldMax is a WOLF Financial partner. This is for informational purposes only, not financial advice.

xETFs Daily Income ETFs just announced their latest weekly distributions: xETFs NVDA Daily Income ETF $NYYY $0.1663/share xETFs TSLA Daily Income ETF $TYYY $0.1694/share Ex-Date: June 10, 2026 Payable Date: June 11, 2026 ⚠️ Distributions are not guaranteed and may vary. This is for informational purposes only, not financial advice.

Defiance ETFs just announced their latest distribution for $QLDY: Nasdaq 100 LightningSpread Income ETF $QLDY Distribution: $0.1753/share Distribution Rate: 40.00% Ex-Date: June 12, 2026 Payable Date: June 15, 2026 ⚠️ Distributions are not guaranteed and may vary. 100% of this distribution is estimated return of capital. This does not represent total return.

Blackrock is FOMOing into income.

Here is the full lineup of Global X dividend and income ETFs: DIVIDEND & INCOME - SuperDividend ETF $SDIV - SuperDividend U.S. ETF $DIV - SuperDividend REIT ETF $SRET - MSCI SuperDividend EAFE ETF $EFAS - MSCI SuperDividend Emerging Markets ETF $SDEM - S&P 500 Quality Dividend ETF $QDIV Global X's dividend lineup spans domestic dividend stocks, REITs, and international markets. $SDIV targets the 100 highest-yielding equities in the world. $SRET focuses exclusively on high-yielding REITs globally. ⚠️ Distributions are not guaranteed and may vary. This is for informational purposes only, not financial advice.

BLACKROCK JUST FILED FOR THE ISHARES BITCOIN PREMIUM INCOME ETF The structure: hold Bitcoin and $IBIT shares, then sell covered call options on IBIT to generate monthly income. Think of it as $IBIT plus a yield on top. The mechanics: BlackRock will write call options representing roughly 25% to 35% of the fund's net asset value, collecting premiums that get paid out to shareholders monthly. You get Bitcoin exposure plus income, in exchange for capping some of your upside if Bitcoin runs hard. BlackRock is the sponsor. Goldman Sachs is the clearing agent for the options. Coinbase Custody holds the Bitcoin. BNY Mellon handles the cash. Ticker and launch date still TBD.

Here is a breakdown of the NEOS Gold High Income ETF $IAUI you should know: Launch: June 4, 2025 Expense Ratio: 0.78% Total Assets: $459.82M NAV: $51.84 Distribution Rate: 12.14% Distribution Frequency: Monthly Since Inception Return: 24.33%🟢 so far in 2026: 3.47%🟢 Top Holdings: 🥇 U.S. Treasury Bill 07/07/2026 80.76% 🥈 Goldman Sachs Physical Gold ETF $AAAU 23.98% Recent Distributions: May 2026: $0.5551/share April 2026: $0.5861/share March 2026: $0.6129/share The fund invests in gold exchange-traded products and runs a data-driven call option strategy designed to generate high monthly income while maintaining exposure to physical gold price appreciation. Disclosure: @NEOSInvestments is a WOLF Financial partner. This is for informational purposes only, not financial advice.

Here are the annual returns for the Overlay Shares Large Cap Equity ETF $OVL since inception: 2020: 20.18%🟢 2021: 32.39%🟢 2022: -22.20%🔴 2023: 28.03%🟢 2024: 27.89%🟢 2025: 17.86%🟢 2026 (so far): 10.12%🟢 Total down years since inception: 1 Total up years since inception: 6

JUST FILED WITH THE SEC: FIRST TRUST IS LAUNCHING AN INCOME ETF BUILT ON SPACEX $SPCX It's called the FT Vest SPCX & Target Income ETF. Filed June 10, 2026. The strategy: hold SpaceX stock and sell weekly covered call options to generate income, targeting a distribution rate of approximately 15% above the S&P 500's annual dividend yield. Translation: you get SpaceX exposure plus monthly income, in exchange for capping some of your upside if SpaceX runs hard. The ticker symbol is still blank. The exchange is still blank. The fee is still blank.

$CEPI vs $NIHI Both are options-based income ETFs that write covered calls to generate income, but they target completely different underlying assets. REX Crypto Equity Premium Income ETF $CEPI Launch: December 4, 2024 Total Assets: $107.42M Distribution Rate: 42.30% Expense Ratio: 0.85% 1-Year Return: 18.50%🟢 Distribution Frequency: Weekly Recent Distributions: June 9, 2026: $0.2764/share June 3, 2026: $0.2882/share May 27, 2026: $0.2783/share NEOS MSCI EAFE High Income ETF $NIHI Launch: September 16, 2025 Total Assets: $167.72M Distribution Rate: 9.98% Expense Ratio: 0.68% Since Inception Return: 11.69%🟢 Distribution Frequency: Monthly Recent Distributions: May 2026: $0.4244/share April 2026: $0.4280/share March 2026: $0.4119/share $CEPI writes covered calls on crypto-related stocks and pays weekly at 42.30%. $NIHI writes covered calls on international developed market equities and pays monthly at 9.98%. One targets high-yield crypto exposure, the other targets steady international income. Disclosure: @NEOSInvestments and @REXShares are WOLF Financial partners. This is for informational purposes only, not financial advice.