PAYM

TrueShares S&P Autocallable Defensive Income ETF

TrueShares S&P Autocallable Defensive Income ETF (PAYM) brings one of the most popular structured product income strategies—the autocallable note—into the ETF wrapper. Designed for investors seeking moderate, stable monthly income, PAYM links its distributions to the performance of the S&P 500 Futures 20% Intraday VT 2% Decrement Index1 while embedding contingent downside protection and perpetual hedging. The result: a model-ready, single-ticker solution that seeks to provide consistent income, manage risk, and reduce mark-to-market volatility compared to traditional structured products or peers in the ETF space.

As Of
MM/DD/YYYY
Inception Date
Dec 29, 2025
MM/DD/YYYY
NAV
$
XX.XX
(Change:
+
-
$
X.XX
|
+
-
X.XX
%
)
Market Price
$
XX.XX
(Change:
+
-
$
X.XX
|
+
-
X.XX
%
)
Net Assets
$
YTD Return
XX.XX
%
Expense Ratio
0.74
X.XX
%
Fund Details

Listing Information

Inception Date
Dec 29, 2025
Primary Exchange
Cboe BZX
Ticker
PAYM
CUSIP
210322574
IOPV
N/A
NAV Symbol
PAYM.NV

Fund Documents

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Details

As Of

MM/DD/YYYY

Net Assets
$
Shares Outstanding
XXX,XXX
30 Day Median Bid/Ask Spread
X.XX
%
Expense Ratio
0.74
X.XX
%
*
Number of Holdings
XX
Reset Frequency
Annual
*The unitary management fee for ERNZ is 0.75%, which represents the direct expenses charged by the Fund. The 3.25% expense ratio shown in the most recent prospectus includes Acquired Fund Fees and Expenses (AFFE), which were materially higher at that time. Based on the latest semi-annual report, AFFE have been reduced and are expected to be significantly lower going forward.

Autocallables

As of:
MM/DD/YYYY
# of Autocallables
XX
Weighted Average
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X.XX
X.XX
X.XX
X.XX
X.XX
Max
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X.XX
X.XX
X.XX
X.XX
X.XX
Min
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X.XX
X.XX
X.XX
X.XX
X.XX

Performance

As of:
MM/DD/YYYY
NAV
(Change:
)
Market Price
$X.XX
(Change:
X.XX%
)
{"labels":["2025-12-26"],"mp_data":["25"],"nav_data":["25"],"mp_change":["0"],"nav_change":["0"]}
As of:
MM/DD/YYYY
NAV
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X.XX
%
X.XX
%
X.XX
%
X.XX
%
X.XX
%
X.XX
%
Market Price
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X.XX
%
X.XX
%
X.XX
%
X.XX
%
X.XX
%
X.XX
%
[Index]
X.XX
%
X.XX
%
X.XX
%
X.XX
%
X.XX
%
X.XX
%
As of:
MM/DD/YYYY
NAV
X.XX
%
X.XX
%
X.XX
%
X.XX
%
X.XX
%
X.XX
%
Market Price
X.XX
%
X.XX
%
X.XX
%
X.XX
%
X.XX
%
X.XX
%
[Index]
X.XX
%
X.XX
%
X.XX
%
X.XX
%
X.XX
%
X.XX
%
As of:
MM/DD/YYYY
NAV
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X.XX
%
X.XX
%
X.XX
%
X.XX
%
X.XX
%
X.XX
%
Market Price
This is some text inside of a div block.
X.XX
%
X.XX
%
X.XX
%
X.XX
%
X.XX
%
X.XX
%
[Index]
X.XX
%
X.XX
%
X.XX
%
X.XX
%
X.XX
%
X.XX
%
Performance Disclosure

Performance data quoted on this website 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 redeemed or sold in the secondary market, may be worth more or less than the original cost. Investors will incur usual and customary brokerage commissions when buying or selling shares of the exchange-traded funds in the secondary market, and that, if reflected, the brokerage commissions would reduce the performance returns. Current performance may be lower or higher than the performance shown. Shares are bought and sold at market price not net asset value and are not individually redeemable from the fund. Call 877-774-TRUE (8783) for performance data current to the most recent month end.

All performance figures assume reinvestment of dividend and capital gains at net asset value; actual returns may differ. Performance 1-year and less are cumulative; performance over 1-year are average annualized total returns. Market price performance is determined using the bid/ask midpoint at 4:00pm Eastern time, when the NAV is typically calculated. NAV price performance is determined using the daily calculated NAV. They do not represent the returns you would receive if you traded shares at other times. Performance figures do not reflect the deduction of taxes that a shareholder would pay on Fund distributions or upon redemption or sale of fund shares. The fund inception date is generally several days prior to when the fund begins trading. NAV prices are used to calculate market price performance prior to 12/30/2025, when the fund first traded on an exchange.

Fund Details

Outcome Period Values

As Of

MM/DD/YYYY

ETF Starting NAV/Period Return
$
XX.XX
/
X.XX
%
SPX Index Reference PRice
$
X,XXX.XX
Downside Buffer
XX
%
Expected Upside Participation
XX
%
Days Remaining
XX
days
day

Current Outcome Period Values

As Of

MM/DD/YYYY

ETF Current NAV/Period Return
$
XX.XX
/
X.XX
%
SPX Period Return
XX.XX
%
Remaining Buffer
XX
%
Downside Before Buffer
X.XX
%
Remaining Outcome Period
XX
days
days

Top 10 Holdings

As of:

MM/DD/YYYY

XXXXXX
XXXXXX
XXXXXX
XXXXXX
XXXXXX
XXXXXX
Fund holdings and allocations are subject to change and should not be considered recommendations to buy or sell any security.

Distributions

30 Day SEC Yield
X.XX%
Paid
XXXXX
XXXXX
XXXXX
XXXXX
XXXXX
Upcoming
XXXXX
XXXXX
XXXXX
XXXXX
XXXXX
Fund holdings and allocations are subject to change and should not be considered recommendations to buy or sell any security.

Premium/Discount

As of:

MM/DD/YYYY

Premium/Discount
X.XX%
{"labels":["2025-12-26"],"premium_discount":[0]}
The table and line graph above are provided to show the frequency at which the closing price of the Fund was at a premium (above) or discount (below) to the Fund’s daily net asset value (“NAV”). The table and line graph represent past performance and cannot be used to predict future results. Shareholders may pay more than NAV when buying Fund shares and receive less than NAV when those shares are sold because shares are bought and sold at current.

The performance data quoted represents past performance. Past performance does not guarantee future results.
Supplemental Discussion
TrueShares (“Advisor”) will provide a discussion in the event the ETF’s premium or discount has been greater than 2% for seven consecutive trading days.
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Disclosures

Before investing you should carefully consider the Fund’s investment objectives, risks, charges and expenses. This and other information is in the prospectus, a copy of which may be obtained by visiting www.true-shares.com. This material must be preceded or accompanied by a fund prospectus, please click here. Please read the prospectus carefully before you invest.

The investment objective of TrueShares S&P Autocallable High Income ETF (the “Fund”) is to generate high monthly income while reducing downside risk. The investment objective of TrueShares S&P Autocallable Defensive Income ETF (the “Fund”) is to generate moderate monthly income while reducing downside risk.

These products employ a complex investment strategy involving derivatives and structured-product like payout profiles and may not be suitable for all investors.

The tax treatment of derivatives and structured-outcome strategies may be complex. Investors should consult a tax advisor regarding their individual circumstances.

The funds seek high income, but predictable income is not a guarantee and actual income may decline in certain market conditions. A decline in the index or failure to meet certain performance thresholds may reduce or eliminate monthly income. There is no assurance that the Funds’ investment strategy, including their use of derivatives, contingent downside features, or income-generation techniques, will be successful. The strategy may not achieve its objectives, may not perform as expected in different market environments, and could result in investment losses.

The funds are new with no operating history.

An investment in TrueShares S&P Autocallable High Income ETF and TrueShares S&P Autocallable Defensive Income ETF is subject to numerous risks, including possible loss of principal. The ETF is subject to the following principal risks: Authorized Participants, Market Makers, and Liquidity Providers Concentration Risk associated with ETFs; Equity Market Risk; Management Risk; Market Capitalization Risk; Market Risk; New Fund Risk. A full description of risks is in the prospectus. TrueShares S&P Autocallable High Income ETF and TrueShares S&P Autocallable Defensive Income ETF is also subject to the following risks: Coupon payment risk: Coupon payment risk refers to the danger that the issuer of a bond may default on its interest payments (credit risk) or that the investor will not be able to reinvest those payments at a favorable rate (reinvestment risk). This risk is present with any fixed-income security that makes regular coupon payments. Autocall barrier risk: Autocall barrier risk is the possibility of losing money on an autocallable financial product because the underlying asset’s value falls below a specified barrier level. Maturity barrier risk: If the Underlying Reference Index falls below the Maturity Barrier at the maturity of an Autocall in the Portfolio, that portion of the Portfolio will be fully exposed to the negative performance of the Underlying Reference Index from its initial level. This conditional protection creates a binary outcome that can result in sudden, significant losses if barriers are breached. Derivatives and swap counterparty risk: Counterparty risk is the risk that one party in a derivative contract, such as an interest rate or currency swap, will default on its obligations. This means the other party could face a financial loss because the defaulting counterparty fails to make a required payment. The risk is particularly high for over-the-counter (OTC) derivatives like swaps, which are negotiated directly between two parties and are not traded on an exchange. Reference index risk: a reference index risk is the risk that an asset’s return will deviate from a benchmark index, or the risk associated with instruments like index options, which are used for trading and hedging against index movements. Equity market risk: Equity market risk is the possibility of losing money in stock investments due to fluctuations in the overall stock market. This risk stems from factors like economic conditions, geopolitical events, and industry trends that cause market-wide price changes, affecting both individual stocks and entire portfolios. FLEX options risk: The Fund may invest in FLEX Options issued and guaranteed for settlement by the OCC. The Fund bears the risk that the OCC will be unable or unwilling to perform its obligations under the FLEX Options contracts. Additionally, FLEX Options may be illiquid, and in such cases, the Fund may have difficulty closing out certain FLEX Options positions at desired times and prices. As the options the Fund invests in derive their performance from the S&P 500 Price Index, the Fund is subject to the equity market risk associated with the index. The ETF’s portfolio is more volatile than broad market averages.

TrueMark Investments, LLC is the investment advisor to the Fund and recieves a fee from the Fund for its services. The fund is distributed by Paralel Distributors LLC, member FiNRA. Paralel is not affiliated with TrueMark investments, LLC.

TRUE403

NOT FDIC INSURED — NO BANK GUARANTEE — MAY LOSE VALUE

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