LifeX 2035 Term Income ETF (LDDR)

• Market cap: $162M
• 1 day: -0.1%
• 5 days: 0.01%
• 1 month: 0.42%
• 3 months: -0.37%
• 6 months: -1.94%
• Year to date: -5.1%
• 1 year: -5.1%
• 5 years: -5.1%
• 10 years: -5.1%

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

20% more funds holding

Funds holding: 5 [Q1] → 6 (+1) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

1% less capital invested

Capital invested by funds: $247M [Q1] → $246M (-$1.29M) [Q2]

8.3% less ownership

Funds ownership: 98.81% [Q1] → 90.5% (-8.3%) [Q2]