UIT HOME PRODUCTS CALENDAR EDUCATION PERFORMANCE HOME UIT Unit Investment Trusts Recent Deposits DATE TRUST 11/22/2021 Dividend Strength Portfolio, 044 11/18/2021 abrdn Blue Chip International Portfolio, 001 11/18/2021 Blue Chip Dividend Portfolio, 006 11/18/2021 Blue Chip Growth Portfolio, 032 11/18/2021 Core Four 60/40 Retirement Portfolio, 017 11/18/2021 Dow 50 Growth Portfolio, 017 11/15/2021 European Capital Strength Portfolio, 023 11/15/2021 Tekla Medical Science Innovation Portfolio, 003 11/15/2021 US Capital Strength Portfolio, 023 11/4/2021 National Municipal Portfolio of CEFs, 052 11/4/2021 New York Municipal Portfolio of CEFs, 037 11/4/2021 Senior Loan & Income Portfolio of CEFs, 041 View Anticipated / Recent Deposits View Upcoming / Recent Maturities Review UIT Strategies by Yield In today’s low-interest rate environment, investors may need to look beyond traditional income products to find yield. The new Guggenheim UIT Strategies Listed by Distribution Rate page makes it easy to search UITs across a varied spectrum of income-producing securities ranging from dividend-paying equities to high-yielding corporate bonds providing strategies for different levels of risk tolerance. This page is updated daily and enables you to search by yield, trust name or ticker, and even export to an excel file. View Distributions Introduction to UITs Course for Advisors This course provides an overview of the unique UIT structure and compares it to mutual funds and ETFs. It is eligible for 1 hour of CE credit. Take Course UIT Portfolio Analyzer The Portfolio Analyzer can help you easily create blended, customized unit investment trust (UIT) portfolio combinations that may help to meet your clients' needs. Learn More UIT Highlights Now Available: ARK Early Stage Disruptors Portfolio To offer investors access to the growth opportunities found in early stage disruptor companies, Guggenheim has partnered with ARK Investment Management LLC (ARK) to offer ARK Early Stage Disruptors Portfolio. The portfolios seeks to provide the potential for capital appreciation by identifying disruptive companies that are in their nascent stages and may be positioned to become the next generation of market leaders. Learn more White Paper Five Ways to Add Innovation to Portfolios To help investors participate in the opportunities to be found in innovation, Guggenheim has created five strategies which focus on companies that are ushering in a period of powerful change and specialize in improving the efficiency and speed in how products and services are created, managed and distributed. Learn more Tried & True: The Blue Chip Advantage Guggenheim believes that blue chip companies, financially sound companies typically with strong management teams, may have the ability to weather downturns and operate profitably in various economic conditions. Guggenheim offers four blue chip portfolios. Learn more Q4 2021 Equity Market Views The 4Q2021 Equity Market Views covers the following topics: “Price Discovery” and recent volatility in the markets Insight into the Fed’s tapering and possible rate hikes Positioning for the 4th quarter as economic growth slows Learn more How Can Investors and Advisors Use Unit Investment Trusts? Nasdaq’s Jill Malandrino interviews Scott Larsen about the basics of UITs—including the differences between UITs and other investment products and why now may be a good time to take a look at UITs. Listen now A Unique Risk-Focused Approach Guggenheim employs a rigorous investment process to create professionally selected UIT portfolios that provide access to diverse asset classes, investment styles, and market sectors. Our comprehensive risk focus incorporates a unique risk budget process, as well as rigorous stress-testing with the objective that Guggenheim UIT strategies perform as expected with minimal portfolio risk. Learn more UIT Resources REIT Industry Commentary UIT Overview Investing in Innovation Tried & True: The Blue Chip Advantage Today's Tech for Tomorrow's Growth White Paper: Disruptive Innovation White Paper— Technology Innovation: The Transformative Effect of Innovative Technology in Today’s Market White Paper— Consumer Innovation: Opportunities From Changes in Demographics, Technology, and Preferences Balanced Exposure for Income and Lower Volatility - Balanced Income Builder Strategy 4Q2021 Dividend Growers - Quality Companies that Offer Growth and Income Potential 4Q2021 Q4 2021 Equity Market Views Sector Insights UIT Newsletter Q4 2021 Sales Support (For Financial Professional Use Only) Conference Call Sales Charge Overview Weighted Average Premium/Discount of CEFs in UITs UIT Contact Map Subscribe to Our Perspectives Follow us OUR FIRM Sustainability News Press Releases Firm Overview Heritage Guiding Principles Careers Compliance OUR PRODUCTS Mutual Funds Unit Investment Trusts Closed-End Funds Guggenheim Credit Income Fund Variable Insurance Funds Indices OUR PERSPECTIVES Global CIO Outlook Macroeconomic Research Sector Views Portfolio Strategy Weekly Viewpoint Video & Podcasts SERVICES Customer Service My Account Contact Us Literature PRIVACY POLICY BUSINESS CONTINUITY LEGAL INFORMATION Read a prospectus and summary prospectus (if available) carefully before investing. It contains the investment objective, risks charges, expenses and the other information, which should be considered carefully before investing. To obtain a prospectus and summary prospectus (if available) click here or call 800.820.0888. Investing involves risk, including the possible loss of principal. *Assets under management is as of 9.30.2021 and includes leverage of $17.9bn. Guggenheim Investments represents the following affiliated investment management businesses of Guggenheim Partners, LLC: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Fund Management (Europe) Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management. Securities offered through Guggenheim Funds Distributors, LLC. © 2021 Guggenheim Investments. All rights reserved. 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