KelliYield 3000 Inc

Index provider of liquid income solutions mainly the innovative semi-passive multi-sector income index, KelliYield 3000. KelliYield 3000 (Bloomberg ticker: KY3000) is designed to track fixed and variable income securities across debt and alternative markets with a secondary objective of capital preservation by embedding a bias towards high credit quality. The KY3000 index tracks circa 3,000 securities across sectors and sub-classes of debt that have high potential to produce high risk-adjusted returns and have low correlations to each other. KY3000 utilizes a semi-passive approach, allowing static allocations based on yield, duration, credit quality, distributions and low correlation. KY3000 index derives its constituents from a proprietary rules-based and stable methodology and is rebalanced on a quarterly basis. The KY3000 index provides an easily replicable/tradeable solution for accumulating or distributing ETF managers. The KelliYield 3000 index is caculated by a 3rd party index calculation agent since inception in 2019. The index contains real historical performance data since inception with no back-tested results.