Social Media Policy

IDX Advisors, LLC (“IDX”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). IDX sponsors and publishes posts on or through pages, profiles, accounts, feeds, channels or other portions of various social media platforms, including but not limited to LinkedIn and Twitter for educational, promotional or other business reasons.

About IDX Posts

No IDX post published on any social media platform are an offer to sell or a solicitation of an offer to buy shares of any IDX investment product to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the laws of such jurisdiction. Additionally, all IDX posts published on any social media platform are for informational purposes only and should not be considered as investment advice or a recommendation to invest in any particular security, strategy or investment product.

IDX posts on social media may include statements concerning financial market trends, and are based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. Historic market trends are not reliable indicators of actual future market behavior or future performance of any particular investment which may differ materially, and should not be relied upon as such. The investment strategy and broad themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information contained in posts has been obtained from sources believed to be reliable, but not guaranteed. You should note that the materials on the social media platforms are provided “as is” without any express or implied warranties. Past performance is not a guarantee of future results. All investments involve a degree of risk, including the risk of loss. No part of IDX’s posts may be reproduced in any form, or referred to in any other publication, without express written permission from IDX.

IDX posts may provide links to third-party websites only as a convenience and the inclusion of such links does not imply any endorsement, approval, investigation, verification or monitoring by IDX of any content or information contained within or accessible from the linked sites. While we make every attempt to provide links only to those websites we think are trustworthy and accurate, we cannot be responsible for the content or accuracy of the information presented on those websites and we specifically disclaim any liability for any loss or damages which you may incur, directly or indirectly, as a result of your use of them. We reserve the right to terminate a link to a third-party website at any time.

General User Guidelines

Due to the highly regulated nature of our industry and as a matter of policy, IDX does not follow other users and, in some instances, may not reply to user comments. Please ensure that your contributions in relation to any IDX posts are relevant and topical. Do not publish your own advertisements of any kind on any IDX social media page or with respect to any IDX posts. We ask you to be respectful and courteous and refrain from publishing, including through hyperlinks, inappropriate or offensive material on any IDX social media page. Do not attempt to promote investments (this includes posting testimonials, giving investment advice, or making recommendations about specific securities, securities strategies, products or services) on any IDX social media page. Do not attempt to submit to IDX any personal, confidential or account information through any IDX social media page. IDX is not subject to any obligations of confidentiality regarding information submitted to them through any IDX social media page or otherwise through any social media platform.

Third-Party Posts on Any IDX Social Media Page

While IDX may monitor third-party posts published on any IDX social media page, such posts are not reviewed before being displayed. Third-party posts on any IDX social media page are the view and responsibility of the third-party, not IDX. IDX cannot guarantee the appropriateness, accuracy or usefulness of any third-party posts or of any third-party hyperlink, nor are they responsible for any unauthorized or copyrighted materials contributed by a third-party in any IDX social media page. IDX reserves the right to remove or edit any third-party posts or comments on any IDX social media page that are inappropriate or that violate (or may violate) applicable regulations.

IDX does not publish or otherwise disseminate statements relating to current or former clients’ positive experiences with or endorsements of IDX and expect you to refrain from publishing such posts on any IDX social media page. You should limit your posts on any IDX social media page to investment themes rather than commenting, positively or negatively, on IDX, its products, services or personnel. Although our clients may follow this account, this should not be interpreted as a testimonial regarding any client’s experience with our firm.

Any descriptions of, references to, or links to other products, publications or services do not constitute an endorsement, authorization, sponsorship by, or affiliation with IDX with respect to any hyperlinked site or its sponsor, unless expressly stated by IDX. IDX expressly disclaims any responsibility for the posts, the accuracy of the information, and/or quality of products or services provided by or advertised on these third-party sites, as posted by third parties on any IDX Social media page.

Use Social Media Platforms at Your Own Risk

IDX is in no way affiliated with any social media site and has no responsibility for any social media site’s operations and services. IDX and its respective affiliates, directors, officers, or employees are not liable for any direct, indirect, incidental, consequential, punitive or special damages arising out of or in any way connected with your access or use of, or inability to access or use, a social media platform, any IDX social media page thereon or reliance on any IDX post or any failure of performance, interruption, defect, delay in transmission, computer viruses or other harmful components, or line or system failure associated with a social media platform or any IDX social media page thereon. Use of a social media platform or any IDX social media page thereon is at your own risk.

Privacy Policy

IDX is not responsible for the terms of use or privacy policies of any social media platform on which IDX posts may appear, including in any IDX social media page. For additional information regarding account security and privacy, refer to our Privacy Policy, available on our website.

Your Acceptance of These Terms

Your use of the Site constitutes your acceptance of the terms contained herein. You may reject these terms by leaving the Site at any time.

For additional information about IDX or to contact us, please visit our website at: www.IDX-US.com

(833) 662-6346
Scottsdale Office –9311 E. Via De Ventura, Suite 105, Scottsdale AZ. 85258
ir@idx-us.com

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Distributed by Foreside Fund Services, LLC which is not affiliated with IDX Funds or IDX Advisors LLC. There are risks involved with investing including the possible loss of principal. Diversification does not guarantee investment returns or eliminate the risk of loss. Past performance does not guarantee future results. Investors should carefully consider the investment objectives, risks, charges and expenses of the fund before investing. To obtain a prospectus containing this and other important information, please visit the fund page to download a prospectus online or here. Read the fund’s prospectus carefully before you invest.

The BTIDX Fund actively invests in bitcoin futures contracts and other instruments that provide exposure to bitcoin futures. The Fund is a new mutual fund and has a limited history of operations for investors to evaluate. Additional risks associated with the Fund include, but are not limited to: Futures Risk: The Fund’s use of futures involves risks different from, or possibly greater than, the risks associated with investing directly in securities and other traditional investments. Investments in futures involve leverage, which means a small percentage of assets invested in futures can have a disproportionately large impact on the Fund. Concentration Risk: The Fund is concentrated in the Bitcoin industry. The Fund’s concentrated investment exposure involves risks different from, or possibly greater than, the risks associated with investing in a fund with exposure to a broader range of industries. The concentration risk of the Fund includes, but is not limited to, the potential for greater volatility and the potential for greater loss of investment capital than a diversified fund. The Fund may be susceptible to financial, economic, political or market events, as well as government regulation, impacting the Bitcoin industry. Fluctuations in the price of Cryptocurrencies, specifically Bitcoin and Bitcoin industry companies, often dramatically affects the profitability of the Bitcoin Industry and therefore potentially the Fund. Cryptocurrency Risk: Cryptocurrency (notably, Bitcoin), often referred to as “virtual currency” or “digital currency,” operates as a decentralized, peer-to-peer financial exchange and value storage that is used like money. The Fund may have concentrated exposure to Bitcoin, a cryptocurrency, indirectly through an investment in CME Bitcoin Futures and vehicles that the fund’s manager, in its sole and absolute discretion, determines to be Bitcoin Industry companies or investments. Cryptocurrencies operate without central authority or banks and are not backed by any government.

On September 6, 2024 BTIDX changed it's name from the IDX Risk-Managed Bitcoin Strategy Fund to the IDX Risk-Managed Digital Assets Strategy Fund.

The COIDX Fund is a new mutual fund and has a limited history of operations for investors to evaluate. Additional risks associated with the Fund include, but are not limited to: Investment Concentration Risk: The Fund is concentrated in Commodity Futures and Commodity Industry companies. The Fund’s concentrated investment exposure involves risks different from, or possibly greater than, the risks associated with investing in a fund with exposure to a broader range of industries. The concentration risk of the Fund includes, but is not limited to, the potential for greater volatility and the potential for greater loss of investment capital than a diversified fund. The Fund may be susceptible to financial, economic, political or market events, as well as government regulation, impacting the Commodity industry. Fluctuations in the price of Commodities often dramatically affects the profitability of the Commodities Industry and therefore potentially the Fund. Futures Risk: The Fund’s use of futures involves risks different from, or possibly greater than, the risks associated with investing directly in securities and other traditional investments. Investments in futures involve leverage, which means a small percentage of assets invested in futures can have a disproportionately large impact on the Fund.

Other risks associated with investing in the funds include: Geographic Concentration Risk: The Funds may be particularly susceptible to economic, political, regulatory or other events or conditions affecting countries within the specific geographic regions in which the Fund invests. Liquidity Risk: Liquidity risk exists when particular investments of the Fund would be difficult to purchase or sell, possibly preventing the Fund from selling such illiquid securities at an advantageous time or price, or possibly requiring the Fund to dispose of other investments at unfavorable times or prices in order to satisfy its obligations. Leverage Risk: The value of your investment may be more volatile if the Fund borrows or uses instruments, such as derivatives, that have a leveraging effect on the Fund’s portfolio. Equity Market Risk: Equity markets can be volatile, and the prices of common stocks can fluctuate significantly. Derivatives Risk: The use of derivative instruments involves risks different from, or possibly greater than, the risks associated with investing directly in securities and other traditional investments. Foreign Investment Risk: Foreign investing involves risks not typically associated with U.S. investments, including adverse fluctuations in foreign currency values, adverse political, social and economic developments, less liquidity, greater volatility, less developed or less efficient trading markets, political instability and differing auditing and legal standards. Portfolio Turnover Risk: The frequency of the Funds transactions will vary from year to year. Higher costs associated with increased portfolio turnover may offset gains in a Funds performance. ETF Risk: ETFs are subject to investment advisory fees and other expenses, which will be indirectly paid by the Fund. As a result, your cost of investing in the Fund will be higher than the cost of investing directly in ETFs and may be higher than other mutual funds that invest directly in stocks and bonds. ETFs are listed on national stock exchanges and are traded like stocks listed on an exchange. Model and Data Risk: Given the complexity of the investments and strategies of the Fund, the adviser relies heavily on quantitative models and information and data both proprietary as well as supplied by third parties (“Models and Data”). Models and Data are used to rank securities and derivatives, provide risk management insights, and to assist in managing the Fund’s investments.

You are being re-directed to the IDX Shares website, which consists of materials for U.S. ETFs, and are not suitable for all investors. Please note that the IDX Shares website is subject to rules and regulations that may differ significantly from those to which the IDXFunds.com website is subject and may not be appropriate for use by residents in all jurisdictions. Your access to and use of the IDX Shares website site will be subject to the applicable Terms of Use posted on the site.