Fund Documents

Defined Risk Fund Fact Sheet

Defined Risk U.S. Small Cap Fact Sheet

Defined Risk Foreign Developed Fact Sheet

Defined Risk Emerging Markets Fact Sheet

2016 Fund Distribution Notice

* Combined Funds Prospectus

* Summary Prospectus – Defined Risk Fund

* Swan Defined Risk Fund – C Class Sticker

* Summary Prospectus – U.S. Small Cap Fund

* Swan Defined Risk U.S. Small Cap Fund – C Class Sticker

* Summary Prospectus – Foreign Developed Fund

* Swan Defined Risk Foreign Developed Fund – C Class Sticker

* Summary Prospectus – Emerging Markets Fund

* Swan Defined Risk Emerging Markets Fund – C Class Sticker

* Statement of Additional Information

Account Form

IRA Application Form

Roth Disclosure

IRA Distribution Withholding Form

IRA Transfer of Asset Form

Education Savings Account Form

SIMPLE IRA Custodial Account Adoption Form

Non-Qualified Transfer of Assets Form

Redemption Request Form

Annual Report

Semi-Annual Report