LifeX 2030 Income Bucket ETF

The LifeX 2030 Income Bucket ETF is a fixed income exchange-traded fund structured to deliver reliable monthly distributions consisting of both income and principal through the end of 2030. Its primary function is to provide predictable cash flow, aimed especially at retirees and individuals seeking to match near-term spending needs with a specified investment horizon. The ETF implements a streamlined approach to retirement income planning, offering a simplified alternative to the traditional bond ladder or bucket strategy. By holding a portfolio of U.S. Treasury securities to maturity, the fund locks in interest rates, seeking to protect investors from interest rate fluctuations while maintaining liquidity and transparency. Over its term, the net asset value of the fund will gradually decline as assets are distributed monthly; a portion of each distribution typically represents a return of capital. The LifeX 2030 Income Bucket ETF is designed to be cost-efficient and easy to integrate into a personalized retirement plan, helping enable financial security for investors who require steady, time-bound income solutions within the broader fixed income and retirement planning sectors.