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UIT Fact Card Technology Portfolio, Series 29

UIT Fact Card Technology Portfolio, Series 29

Technology Portfolio, Series 29

Investment Objective A Changing World Off ers Technology Growth Opportunities The Technology Portfolio, Series 29 (Trust) Companies in the information technology sector demonstrate the ability to continuously bring innovative seeks to maximize total return through capital new products and services to market—regardless of economic conditions. Underscoring the importance appreciation. of this sector, technology is the largest single segment of the market, comprising 27% of the S&P 500® Index’s sector composition by market capitalization.1 Technology companies range from large, mature Key Considerations companies, whose products and services are familiar to most investors, to smaller companies that may grow to be tomorrow’s giants. The Technology Portfolio off ers investors a convenient way to invest in the ■ Solid Fundamentals: Established technology sector and provides more diversifi ed exposure than purchasing individual tech stocks. Portfolio selection companies typically have strong balance is based on what Guggenheim believes to be core IT holdings that off er the most attractive growth sheets, excess available cash, few labor potential, given the current market. union problems, and internationally diverse revenue streams. Use to research Wake up to Apple, Inc. ing Early vacation ideas Even Mor iWatch alarm ■ Shifting Technology Trends: Many software Late ning companies are increasingly adopting g M in id subscription-based business models in n M ve E o - rn pursuit of more consistent revenue and cash id in Collaborate with M g Install a new Cisco fl ow—both of which can be supportive of team members Systems router in stock prices. using your home 365 cloud-based L g ■ Technology touches our lives in a n Favorable Growth Prospects: Global services i t e n

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Call a friend on your smartphone, M Use Mastercard contactless id- on which contains a Skyworks Afte terno payment to purchase online rnoon Early-Af Portfolio Allocation Solutions radio frequency chip groceries Breakdown and weightings are as of 4.21.2021 1 S&P Dow Jones Indices, 3.31.2021. The logos listed are trademarks of their respective owners and are used for illustrative purposes only and subject to change. and should not be construed as an endorsement or affi liation with Guggenheim Investments.

CAPITALIZATION BREAKDOWN PORTFOLIO HOLDINGS Holdings, breakdown, and weightings are as of 4.21.2021 and subject to change.

Symbol Company Name Symbol Company Name

■ Large-Cap 76.56% Communications Equipment (6.12%) MU , Inc. ■ Mid-Cap 23.44% ANET Arista Networks, Inc. NVDA Corporation CSCO , Inc. QCOM , Inc. Diversifi ed Telecommunication Services (2.28%) SWKS , Inc. VZ Verizon Communications, Inc. TER Teradyne, Inc. Electronic Equipment Instruments & Components (1.57%) Software (34.84%) VNT Vontier Corporation TWOU 2U, Inc. Entertainment (3.81%) ADBE Adobe, Inc. ATVI , Inc. AZPN Aspen Technology, Inc. TTWO Take-Two Interactive Software, Inc. CDNS , Inc. Interactive Media & Services (4.62%) CTXS Citrix Systems, Inc. GOOGL Alphabet, Inc. MSFT Microsoft Corporation FB Facebook, Inc. PANW Palo Alto Networks, Inc. IT Services (15.03%) RNG RingCentral, Inc. IBM International Business Machines Corporation CRM salesforce.com, inc. MA Mastercard, Inc. NOW ServiceNow, Inc. TWLO Twilio, Inc. SPLK , Inc. V Visa, Inc. SNPS , Inc. Media (2.28%) VMW VMware, Inc. CMCSA Corporation Technology Hardware Storage & Peripherals (4.48%) & Equipment (22.68%) AAPL Apple, Inc. KLAC KLA Corporation Wireless Telecommunication Services (2.29%) LRCX Corporation TMUS T-Mobile US, Inc.

NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE GuggenheimInvestments.com Technology Portfolio, Series 29

PORTFOLIO SUMMARY SALES CHARGES TICKETING INFORMATION Sales Charge (S/C) is based on a $10 per unit CUSIP (cash payment) 40176X648 Inception Date 4.22.2021 off ering price. Termination Date 4.24.2023 Percentage of CUSIP (reinvestment accounts) 40176X655 Amount Public Initial Off er Price $10.00 Standard Accounts Per Unit Off ering Price CUSIP (fee-cash) 40176X663 Number of Issues 35 Deferred S/C4 $0.225 2.25% CUSIP (fee-reinvest) 40176X671 Historical Annual Dividend Creation and Development Ticker CTECDX $0.0505 $0.050 0.50% Distribution3 (C&D) Fee Distributions 25th day of each month commencing Total S/C $0.275 2.75% on 5.25.2021, if any Fee/Wrap Accounts5 Creation and Development (C&D) Fee $0.050 0.50% Total S/C $0.050 0.50%

3 The Historical Annual Dividend Distribution (HADD) is as of the day prior to trust deposit and subject to change. There is no guarantee the issuers of the securities included in the Trust will declare dividends or distributions in the future. Due to the negative economic impact across many industries caused by the recent COVID-19 outbreak, certain issuers of the securities included in the Trust may elect to reduce the amount of, or cancel entirely, dividends and/or distributions paid in the future. As a result, the HADD fi gure will likely be higher, and in some cases signifi cantly higher, than the actual distribution rate achieved by the Trust. The HADD of the securities included in the Trust is for illustrative purposes only and is not indicative of the Trust’s distribution rate. The HADD is the weighted average of the trailing twelve-month distributions paid by the securities included in the portfolio and is reduced to account for the eff ects of fees and expenses,which will be incurred when investing in the Trust. The HADD will vary due to certain factors that may include, but are not limited to, a change in the dividends paid by issuers, a change in Trust expenses or the sale or maturity of securities in the portfolio. 4 The deferred sales charge (DSC) is a fi xed amount and will be deducted in monthly installments on the last business day commencing November 2021 and ending January 2022 or upon early redemption. For unit prices other than $10, percentages of C&D fees, and DSCs will vary but in no event will the maximum sales charge (S/C) exceed the total S/C. Early redemption of units will still cause payment of the DSC. However, an initial sales charge, which is equal to the diff erence between the maximum S/C and the sum of any remaining deferred S/C charges and C&D, will be charged if the price paid for units exceeds $10 per unit. 5 For unit prices other than $10, percentage of the C&D fee will vary.

The Technology Portfolio, Series 29 is a Unit Investment Trust. likely have a greater eff ect on this Trust than on a more broadly their ability to invest in successive portfolios, if available, at the RISK CONSIDERATIONS: As with all investments, you may diversifi ed trust. Companies involved in this sector must contend applicable sales charge. UITs are subject to annual fund operating lose some or all of your investment in the Trust. No assurance with rapid changes in technology, intense competition, government expenses in addition to the sales charge. Investors should consult can be given that the Trust’s investment objective will be regulation and the rapid obsolescence of products and services. an attorney or tax advisor regarding tax consequences associated achieved. The Trust also might not perform as well as you expect. Furthermore, sector predictions may not materialize and the with an investment from one series to the next, if available, and with This can happen for reasons such as these: • Securities prices companies selected for the Trust may not represent the entire the purchase or sale of units. Guggenheim Funds Distributors, LLC can be volatile. The value of your investment may fall over time. sector and may not participate in the overall sector growth. • The does not off er tax advice. Trust invests in securities issued by mid-cap companies, which Market value fl uctuates in response to various factors. Changes in This material is not intended as a recommendation or as investment legal, political, regulatory, tax and economic conditions may cause may have limited product lines, markets or fi nancial resources and may be more vulnerable to adverse general market or economic advice of any kind, including in connection with rollovers, transfers, fl uctuations in markets and securities prices, which could negatively and distributions. Such material is not provided in a fiduciary impact the value of the Trust. Events such as war, terrorism, natural developments. These securities customarily involve more capacity, may not be relied upon for or in connection with the and environmental disasters and the spread of infectious illnesses investment risk than securities of large-capitalization companies. making of investment decisions, and does not constitute a or other public health emergencies may adversely affect the • Share prices or dividend rates on the securities in the Trust may solicitation of an off er to buy or sell securities. All content has been economy, various markets and issuers. Recently, the outbreak of a decline during the life of the Trust and there is no guarantee that novel and highly contagious form of coronavirus (“COVID-19”) has the issuers of the securities will declare dividends in the future and, provided for informational or educational purposes only and is not adversely impacted global commercial activity and contributed to if declared, whether they will remain at current levels or increase intended to be and should not be construed as legal or tax advice signifi cant volatility in certain markets. Many governments and over time. • The Trust may be susceptible to potential risks through and/or a legal opinion. Always consult a fi nancial, tax and/or legal businesses have instituted quarantines and closures, which has breaches in cybersecurity. • The Trust is subject to risks arising from professional regarding your specifi c situation. resulted in signifi cant disruption in manufacturing, supply chains, various operational factors and their service providers. Although Read the Trust’s prospectus carefully before investing. the Trust seeks to reduce operational risks through controls and consumer demand and economic activity. The potential impacts It contains the Trust’s investment objectives, risks, procedures, there is no way to completely protect against such are increasingly uncertain, diffi cult to assess and impossible to charges, expenses and other information, which should risks. • Infl ation may lead to a decrease in the value of assets or predict, and may result in signifi cant losses. Any adverse event be considered carefully before investing. Obtain a income from investments. Please see the Trust prospectus for could materially and negatively impact the value and performance prospectus at GuggenheimInvestments.com. of trust and the Trust’s ability to achieve its investment objectives. more complete risk information. • The Trust is concentrated in the information technology sector. Unit Investment Trusts are fi xed, not actively managed and should be Guggenheim Funds Distributors, LLC The factors that impact the information technology sector will considered as part of a long-term strategy. Investors should consider Member FINRA/SIPC 4/2021 UIT-FCT-DTS-029 #47843

NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE GuggenheimInvestments.com