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    • Target Bitcoin Volatility
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    • Target 20% Buffer
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    • Target Moderate 20 Buffer
    • UITs
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Vest Bitcoin Strategy Managed Volatility Fund

cloud_downloadClass R Annual Tailored Shareholder Reportcloud_downloadSemi-Annual Reportcloud_downloadRecent Holdingscloud_downloadPrior Holdingscloud_downloadAnnual Proxy Voting Report

Vest U.S. Large Cap 10% Buffer Strategies Fund

cloud_downloadClass R Annual Tailored Shareholder Reportcloud_downloadSemi-Annual Reportcloud_downloadRecent Holdingscloud_downloadPrior Holdingscloud_downloadAnnual Proxy Voting Report

Vest U.S. Large Cap 20% Buffer Strategies Fund

cloud_downloadClass R Annual Tailored Shareholder Reportcloud_downloadSemi-Annual Reportcloud_downloadRecent Holdingscloud_downloadPrior Holdingscloud_downloadAnnual Proxy Voting Report

Vest S&P 500® Dividend Aristocrats Target Income Fund

cloud_downloadClass R Annual Tailored Shareholder Reportcloud_downloadSemi-Annual Reportcloud_downloadRecent Holdingscloud_downloadPrior Holdingscloud_downloadAnnual Proxy Voting Report (DA)

Distributed by Foreside Fund Services, LLC. Member FINRA/SIPC.

On February 28, 2022 The Vest S&P 500® Buffer Strategy Fund and the Vest S&P 500® Enhanced Growth Strategy Fund changed their names to the Vest U.S. Large Cap 10% and Vest U.S. Large Cap 20% Buffer Strategies Fund, respectively. Also, on this date, the Fund’s objective and principal strategies changed and, therefore, performance prior to February 28, 2022 represents the Funds’ prior objectives and strategies.

Vest Financial LLC is an investment advisory firm registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training.Vest Financial LLC is a wholly owned subsidiary of Vest Group Inc. Vest offers institutional-quality Target Outcome Investments® built on the backbone of its unique investment philosophy — that strive to buffer losses, amplify gains or provide consistent income — to a diverse spectrum of investors. Copyright ©Vest Group Inc 2025. All rights reserved.