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The companies referenced are not a currently held investment and should not be considered as a recommendation to buy or sell.

Broadcom Inc. and Texas Instruments Inc. are a current investments, first purchased 11/1/2018 and 6/30/2020.

Investors are strongly encouraged to consult with a Financial Advisor and review the Simplified Prospectus and Fund Facts documents carefully prior to making investment decisions about the Fund. Caldwell Investment Management Ltd. makes no representations or warranties on the accuracy and completeness of the information included and sourced externally.

Martin Marietta is a current investment, first purchased: 3/17/2021.

Investors are strongly encouraged to consult with a financial advisor and review the Simplified Prospectus and Fund Facts documents carefully prior to making investment decisions about the Fund. Caldwell Investment Management Ltd. makes no representations or warranties on the accuracy and completeness of the information included and sourced externally.