Is JLens encouraging people to invest in Tesla?

JLens does not encourage the purchase or sale of any specific stocks. Instead, Tesla is held in the TOV ETF portfolio because it is among the 500 largest U.S. public companies. The goal of holding the largest 500 U.S. public companies is so that JLens can represent shareholders in these companies through shareholder advocacy and push company management to do better in combating antisemitism and all forms of hate. Very few companies are screened out and this is considered a last resort. At launch in February of 2025, only four of the 500 largest U.S. public companies have been screened out – or less than 1% of the companies. Our screening is deliberately light because we believe in the “own and advocate” method, which we believe will maximize our impact through shareholder advocacy.

Does the TOV ETF only invest in companies aligned with Jewish values?

No, the TOV ETF is designed to hold the approximately 500 largest U.S. public companies by market capitalization so that JLens can represent shareholders in these companies through shareholder advocacy and push company management to do better in combating antisemitism and all forms of hate.

Does JLens share its methodology for the TOV ETF’s holdings?

Yes. The methodology is public and detailed in the TOV ETF prospectus. Please note that the TOV ETF is a passive fund and tracks the JLens 500 Jewish Advocacy U.S. Index, whose methodology can be downloaded at https://www.vettafi.com/