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Financial Planning, Wealth & Tax Advisory

Prospectus

AllianceBernstein – Large Cap Growth Fund

American Century – Short Duration Inflation Protection Bond Fund

Alliance Bernstein – Sustainable Global Thematic Advisor

BlackRock – Technology Opportunities Fund

Calamos – Market Neutral Income Fund

Columbia Threadneedle – Columbia Small Cap Growth Fund Institutional 2

Fidelity – Floating Rate High Income Fund

Fidelity – Select Phamaceuticals Portfolio

Guggenheim – Total Return Bond Fund Institutional

Guggenheim – Floating Rate Strategies Institutional

Holbrook Income Fund Share Class I

Hartford World Bond Fund – Share Class Y

Intrepid Capital Prospectus

Janus Henderson Investment Fund Share Class I

MFS Value Fund Share Class I

Parnassus Core Equity Fund Institutional

PIMCO Funds – Income Fund Institutional

Columbia Threadneedle – Columbia Select Global Equity Fund Institutional 2

First Eagle Funds Share Class I

Columbia Threadneedle – Columbia Seligman Global Technology Fund Institutional 2