TAX Documents

All Funds Tax Documents

• 2023 ICI Primary - YieldMax ETFs Final
• 2024 ICI Primary Layout - YieldMax
• 8937 - YieldMax AAPL Option Income ETF website
• 8937 - YieldMax ARKK Option Income ETF website
• 8937 - YieldMax JPM Option Income Strategy ETF website
• 8937 - YieldMax NVDA Option Income ETF website
• 8937 - YieldMax TSLA Option Income Strategy ETF website
• YieldMax - Tax Insert 2024

Group_A_Weekly_Payers- Supplemental and Tax IRS Form 8937

• YieldMax 19a-1 Notice 1.24.25 Payable - Group A
• YieldMax 19a-1 Notice 11.1 Payable - Group A
• YieldMax 19a-1 Notice 11.29 Payable - Group A
• YieldMax 19a-1 Notice 12.26 Payable - Group A
• YieldMax 19a-1 Notice 2.21.25 Payable - Group A
• YieldMax 19a-1 Notice 3.21.25 Payable - Group A
• YieldMax 19a-1 Notice 4.18.25 Payable - Group A
• YieldMax 19a-1 Notice 5.16.25 Payable - Group A
• YieldMax 19a-1 Notice 6.13.25 Payable - Group A
• YieldMax 19a-1 Notice 7.11.25 Payable - Group A

Group_B_Weekly_Payers- Supplemental and Tax IRS Form 8937

• YieldMax 19a-1 Notice 1.31.25 Payable - Group B
• YieldMax 19a-1 Notice 11.8 Payable - Group B
• YieldMax 19a-1 Notice 12.06 Payable - Group B
• YieldMax 19a-1 Notice 2.28.25 Payable - Group B
• YieldMax 19a-1 Notice 3.28.25 Payable - Group B
• YieldMax 19a-1 Notice 4.25.25 Payable - Group B
• YieldMax 19a-1 Notice 5.21.25 Payable - Group B
• YieldMax 19a-1 Notice 6.23.25 Payable - Group B
• YieldMax Group B Distribution 1.2.25 Declaration

Group_C_Weekly_Payers- Supplemental and Tax IRS Form 8937

• YieldMax 19a-1 Notice 1.10 Payable - Group C
• YieldMax 19a-1 Notice 11.15 Payable - Group C
• YieldMax 19a-1 Notice 12.13 Payable - Group C
• YieldMax 19a-1 Notice 2.7.25 Payable - Group C
• YieldMax 19a-1 Notice 3.7.25 Payable - Group C
• YieldMax 19a-1 Notice 4.4.25 Payable - Group C
• YieldMax 19a-1 Notice 5.30.25 Payable - Group C
• YieldMax 19a-1 Notice 6.27.25 Payable - Group C

Group_D_Weekly_Payers- Supplemental and Tax IRS Form 8937

• YieldMax 19a-1 Notice 1.17.25 Payable - Group D
• YieldMax 19a-1 Notice 11.22 Payable - Group D
• YieldMax 19a-1 Notice 12.20 Payable - Group D
• YieldMax 19a-1 Notice 2.14.25 Payable - Group D
• YieldMax 19a-1 Notice 3.14.25 Payable - Group D
• YieldMax 19a-1 Notice 4.11.25 Payable - Group D
• YieldMax 19a-1 Notice 5.9.25 Payable - Group D
• YieldMax 19a-1 Notice 6.6.25 Payable - Group D
• YieldMax 19a-1 Notice 7.7.25 Payable - Group D

Target_12- Supplemental and Tax IRS Form 8937

• YieldMax 19a-1 Notice 1.10.25 Payable - BIGY SOXY
• YieldMax 19a-1 Notice 2.6.25 Payable - Target 12 Funds
• YieldMax 19a-1 Notice 3.6.25 Payable - Target 12 Funds
• YieldMax 19a-1 Notice 4.3.25 Payable - BIGY SOXY
• YieldMax 19a-1 Notice 5.8.25 Payable - BIGY SOXY
• YieldMax 19a-1 Notice 6.5.25 Payable - Target 12 Funds
• YieldMax 19a-1 Notice 7.3.25 Payable - Target 12

Fiscal Year 2024 19a-1 Notices

• AIYY 19a-1 Notice (Payable Date 10.25.24) Final
• AMZY 19a-1 Notice (Payable Date 10.25.24) Final
• APLY 19a-1 Notice (Payable Date 10.25.24) Final
• DISO 19a-1 Notice (Payable Date 10.25.24) Final
• MSTY 19a-1 Notice (Payable Date 10.25.24) Final
• SMCY 19a-1 Notice (Payable Date 10.25.24) FinaL
• SQY 19a-1 Notice (Payable Date 10.25.24) Final
• YMAG 19a-1 Notice (Payable Date 10.25.24) Final
• YMAX 19a-1 Notice (Payable Date 10.25.24) Final
• YQQQ 19a-1 Notice (Payable Date 10.25.24) Final
• ABNY 19a-1 Notice (Payable Date 10.18.24) Final
• AMDY 19a-1 Notice (Payable Date 10.18.24) Final
• CONY 19a-1 Notice (Payable Date 10.18.24) Final
• FIAT 19a-1 Notice (Payable Date 10.18.24) Final
• MSFO 19a-1 Notice (Payable Date 10.18.24) Final
• NFLY 19a-1 Notice (Payable Date 10.18.24) Final
• PYPY 19a-1 Notice (Payable Date 10.18.24) Final
• ULTY 19a-1 Notice (Payable Date 10.18.24) Final
• YMAG 19a-1 Notice (Payable Date 10.18.24) Final
• YMAX 19a-1 Notice (Payable Date 10.18.24) Final
• BABO 19a-1 Notice (Payable Date 10.11.24) Final
• DIPS 19a-1 Notice (Payable Date 10.11.24) Final
• FBY 19a-1 Notice (Payable Date 10.11.24) Final
• GDXY 19a-1 Notice (Payable Date 10.11.24) Final
• JPMO 19a-1 Notice (Payable Date 10.11.24) Final
• MRNY 19a-1 Notice (Payable Date 10.11.24) Final
• NVDY 19a-1 Notice (Payable Date 10.11.24) Final
• YMAG 19a-1 Notice (Payable Date 10.11.24) Final
• YMAX 19a-1 Notice (Payable Date 10.11.24) Final
• CRSH 19a-1 Notice (Payable Date 10_4_24) Final
• GOOY 19a-1 Notice (Payable Date 10_4_24) Final
• OARK 19a-1 Notice (Payable Date 10_4_24) Final
• SNOY 19a-1 Notice (Payable Date 10_4_24) Final
• TSLY 19a-1 Notice (Payable Date 10_4_24) Final
• TSMY 19a-1 Notice (Payable Date 10_4_24) Final
• XOMO 19a-1 Notice (Payable Date 10_4_24) Final
• YBIT 19a-1 Notice (Payable Date 10_4_24) Final
• YMAG 19a-1 Notice (Payable Date 10_4_24) Final
• YMAX 19a-1 Notice (Payable Date 10_4_24) Final
• YMAG 19a-1 Notice (Payable Date 9_27_24) Final
• YMAX 19a-1 Notice (Payable Date 9_27_24) Final
• ULTY 19a-1 Notice (Payable Date 9_20_24) Final
• YMAG 19a-1 Notice (Payable Date 9_20_24) Final
• YMAX 19a-1 Notice (Payable Date 9_20_24) Final
• ABNY 19a-1 Notice (Payable Date 9_9_24) Final
• AIYY 19a-1 Notice (Payable Date 9_9_24) Final
• AMDY 19a-1 Notice (Payable Date 9_9_24) Final
• AMZY 19a-1 Notice (Payable Date 9_9_24) Final
• APLY 19a-1 Notice (Payable Date 9_9_24) Final
• BABO 19a-1 Notice (Payable Date 9_9_24) Final
• CONY 19a-1 Notice (Payable Date 9_9_24) Final
• CRSH 19a-1 Notice (Payable Date 9_9_24) Final
• DIPS 19a-1 Notice (Payable Date 9_9_24) Final
• DISO 19a-1 Notice (Payable Date 9_9_24) Final
• FBY 19a-1 Notice (Payable Date 9_9_24) Final
• FIAT 19a-1 Notice (Payable Date 9_9_24) Final
• GDXY 19a-1 Notice (Payable Date 9_9_24) Final
• GOOY 19a-1 Notice (Payable Date 9_9_24) Final
• JPMO 19a-1 Notice (Payable Date 9_9_24) Final
• MRNY 19a-1 Notice (Payable Date 9_9_24) Final
• MSFO 19a-1 Notice (Payable Date 9_9_24) Final
• MSTY 19a-1 Notice (Payable Date 9_9_24) Final
• NFLY 19a-1 Notice (Payable Date 9_9_24) Final
• NVDY 19a-1 Notice (Payable Date 9_9_24) Final
• OARK 19a-1 Notice (Payable Date 9_9_24) Final
• PYPY 19a-1 Notice (Payable Date 9_9_24) Final
• SNOY 19a-1 Notice (Payable Date 9_9_24) Final
• SQY 19a-1 Notice (Payable Date 9_9_24) Final
• TSLY 19a-1 Notice (Payable Date 9_9_24) Final
• XOMO 19a-1 Notice (Payable Date 9_9_24) Final
• YBIT 19a-1 Notice (Payable Date 9_9_24) Final
• YQQQ 19a-1 Notice (Payable Date 9_9_24) FinaL
• ULTY 19a-1 Notice (Payable Date 8_16_24) Final
• YMAG 19a-1 Notice (Payable Date 8_16_24) Final
• YMAX 19a-1 Notice (Payable Date 8_16_24) Final
• ABNY 19a-1 Notice (Payable Date 8.8.24) Final
• AIYY 19a-1 Notice (Payable Date 8_8_24) Final
• AMDY 19a-1 Notice (Payable Date 8_8_24) Final
• AMZY 19a-1 Notice (Payable Date 8_8_24) Final
• APLY 19a-1 Notice (Payable Date 8_8_24) Final
• CONY 19a-1 Notice (Payable Date 8_8_24) Final
• CRSH 19a-1 Notice (Payable Date 8_8_24) Final
• DISO 19a-1 Notice (Payable Date 8_8_24) Final
• FBY 19a-1 Notice (Payable Date 8_8_24) Final
• FIAT 19a-1 Notice (Payable Date 8_8_24) Final
• GDXY 19a-1 Notice (Payable Date 8_8_24) Final
• GOOY 19a-1 Notice (Payable Date 8_8_24) Final
• JPMO 19a-1 Notice (Payable Date 8_8_24) Final
• MRNY 19a-1 Notice (Payable Date 8_8_24) Final
• MSFO 19a-1 Notice (Payable Date 8_8_24) Final
• MSTY 19a-1 Notice (Payable Date 8_8_24) Final
• NFLY 19a-1 Notice (Payable Date 8_8_24) Final
• NVDY 19a-1 Notice (Payable Date 8_8_24) Final
• OARK 19a-1 Notice (Payable Date 8_8_24) Final
• PYPY 19a-1 Notice (Payable Date 8_8_24) Final
• SNOY 19a-1 Notice (Payable Date 8_8_24) Final
• SQY 19a-1 Notice (Payable Date 8_8_24) Final
• TSLY 19a-1 Notice (Payable Date 8_8_24) Final
• XOMO 19a-1 Notice (Payable Date 8_8_24) Final
• YBIT 19a-1 Notice (Payable Date 8_8_24) Final
• ULTY 19a-1 Notice (Payable Date 7_18_24) Final
• YMAG 19a-1 Notice (Payable Date 7_18_24) Final
• YMAX 19a-1 Notice (Payable Date 7_18_24) Final
• AIYY 19a-1 Notice (Payable Date 7_8_24) Final
• AMDY 19a-1 Notice (Payable Date 7_8_24) Final
• AMZY 19a-1 Notice (Payable Date 7_8_24) Final
• APLY 19a-1 Notice (Payable Date 7_8_24) Final
• CONY 19a-1 Notice (Payable Date 7_8_24) Final
• CRSH 19a-1 Notice (Payable Date 7_8_24) Final
• DISO 19a-1 Notice (Payable Date 7_8_24) Final
• FBY 19a-1 Notice (Payable Date 7_8_24) Final
• GDXY 19a-1 Notice (Payable Date 7_8_24) Final
• GOOY 19a-1 Notice (Payable Date 7_8_24) Final
• JPMO 19a-1 Notice (Payable Date 7_8_24) Final
• MRNY 19a-1 Notice (Payable Date 7_8_24) Final
• MSFO 19a-1 Notice (Payable Date 7_8_24) Final
• MSTY 19a-1 Notice (Payable Date 7_8_24) Final
• NFLY 19a-1 Notice (Payable Date 7_8_24) Final
• NVDY 19a-1 Notice (Payable Date 7_8_24) Final
• OARK 19a-1 Notice (Payable Date 7_8_24) Final
• PYPY 19a-1 Notice (Payable Date 7_8_24) Final
• SNOY 19a-1 Notice (Payable Date 7_8_24) Final
• SQY 19a-1 Notice (Payable Date 7_8_24) Final
• TSLY 19a-1 Notice (Payable Date 7_8_24) Final
• XOMO 19a-1 Notice (Payable Date 7_8_24) Final
• YBIT 19a-1 Notice (Payable Date 7_8_24) Final
• ULTY 19a-1 Notice (Payable Date 6_17_24) Final
• YMAG 19a-1 Notice (Payable Date 6_17_24) Final
• YMAX 19a-1 Notice (Payable Date 6_17_24) Final
• AIYY 19a-1 Notice (Payable Date 6_7_24) Final
• AMDY 19a-1 Notice (Payable Date 6_7_24) Final
• AMZY 19a-1 Notice (Payable Date 6_7_24) Final
• APLY 19a-1 Notice (Payable Date 6_7_24) Final
• CONY 19a-1 Notice (Payable Date 6_7_24) Final
• DISO 19a-1 Notice (Payable Date 6_7_24) Final
• FBY 19a-1 Notice (Payable Date 6_7_24) Final
• GOOY 19a-1 Notice (Payable Date 6_7_24) Final
• JPMO 19a-1 Notice (Payable Date 6_7_24) Final
• MRNY 19a-1 Notice (Payable Date 6_7_24) Final
• MSFO 19a-1 Notice (Payable Date 6_7_24) Final
• MSTY 19a-1 Notice (Payable Date 6_7_24) Final
• NFLY 19a-1 Notice (Payable Date 6_7_24) Final
• NVDY 19a-1 Notice (Payable Date 6_7_24) Final
• OARK 19a-1 Notice (Payable Date 6_7_24) Final
• PYPY 19a-1 Notice (Payable Date 6_7_24) Final
• SQY 19a-1 Notice (Payable Date 6_7_24) Final
• TSLY 19a-1 Notice (Payable Date 6_7_24) Final
• XOMO 19a-1 Notice (Payable Date 6_7_24) Final
• YBIT 19a-1 Notice (Payable Date 6_7_24) Final
• ULTY 19a-1 Notice (Payable Date 5_17_24) Final
• YMAG 19a-1 Notice (Payable Date 5_17_24) Final
• YMAX 19a-1 Notice (Payable Date 5_17_24) Final
• AIYY 19a-1 Notice (Payable Date 5_8_24) Final
• AMDY 19a-1 Notice (Payable Date 5_8_24) Final
• AMZY 19a-1 Notice (Payable Date 5_8_24) Final
• APLY 19a-1 Notice (Payable Date 5_8_24) Final
• CONY 19a-1 Notice (Payable Date 5_8_24) Final
• DISO 19a-1 Notice (Payable Date 5_8_24) Final
• FBY 19a-1 Notice (Payable Date 5_8_24) Final
• GOOY 19a-1 Notice (Payable Date 5_8_24) Final
• JPMO 19a-1 Notice (Payable Date 5_8_24) Final
• MRNY 19a-1 Notice (Payable Date 5_8_24) Final
• MSFO 19a-1 Notice (Payable Date 5_8_24) Final
• MSTY 19a-1 Notice (Payable Date 5_8_24) Final
• NFLY 19a-1 Notice (Payable Date 5_8_24) Final
• NVDY 19a-1 Notice (Payable Date 5_8_24) Final
• OARK 19a-1 Notice (Payable Date 5_8_24) Final
• PYPY 19a-1 Notice (Payable Date 5_8_24) Final
• SQY 19a-1 Notice (Payable Date 5_8_24) Final
• TSLY 19a-1 Notice (Payable Date 5_8_24) Final
• XOMO 19a-1 Notice (Payable Date 5_8_24) Final
• AIYY 19a-1 Notice (Payable Date 4.8.24) Final
• AMDY 19a-1 Notice (Payable Date 4.8.24) Final
• AMZY 19a-1 Notice (Payable Date 4.8.24) Final
• APLY 19a-1 Notice (Payable Date 4.8.24) Final
• CONY 19a-1 Notice (Payable Date 4.8.24) Final
• DISO 19a-1 Notice (Payable Date 4.8.24) Final
• FBY 19a-1 Notice (Payable Date 4.8.24) Final
• GOOY 19a-1 Notice (Payable Date 4.8.24) Final
• JPMO 19a-1 Notice (Payable Date 4.8.24) Final
• MRNY 19a-1 Notice (Payable Date 4.8.24) Final
• MSFO 19a-1 Notice (Payable Date 4.8.24) Final
• MSTY 19a-1 Notice (Payable Date 4.8.24) Final
• NFLY 19a-1 Notice (Payable Date 4.8.24) Final
• NVDY 19a-1 Notice (Payable Date 4.8.24) Final
• OARK 19a-1 Notice (Payable Date 4.8.24) Final
• PYPY 19a-1 Notice (Payable Date 4.8.24) Final
• SQY 19a-1 Notice (Payable Date 4.8.24) Final
• TSLY 19a-1 Notice (Payable Date 4.8.24) Final
• XOMO 19a-1 Notice (Payable Date 4.8.24) Final
• AIYY 19a-1 Notice (Payable Date 3.8.24) Final
• AMDY 19a-1 Notice (Payable Date 3.8.24) Final
• AMZY 19a-1 Notice (Payable Date 3.8.24) Final
• APLY 19a-1 Notice (Payable Date 3.8.24) Final
• CONY 19a-1 Notice (Payable Date 3.8.24) Final
• DISO 19a-1 Notice (Payable Date 3.8.24) Final
• FBY 19a-1 Notice (Payable Date 3.8.24) Final
• GOOY 19a-1 Notice (Payable Date 3.8.24) Final
• JPMO 19a-1 Notice (Payable Date 3.8.24) Final
• MRNY 19a-1 Notice (Payable Date 3.8.24) Final
• MSFO 19a-1 Notice (Payable Date 3.8.24) Final
• NFLY 19a-1 Notice (Payable Date 3.8.24) Final
• NVDY 19a-1 Notice (Payable Date 3.8.24) Final
• OARK 19a-1 Notice (Payable Date 3.8.24) Final
• PYPY 19a-1 Notice (Payable Date 3.8.24) Final
• SQY 19a-1 Notice (Payable Date 3.8.24) Final
• TSLY 19a-1 Notice (Payable Date 3.8.24) Final
• XOMO 19a-1 Notice (Payable Date 3.8.24) Final
• AIYY 19a-1 Notice (Payable Date 2.9.24) Final
• AMDY 19a-1 Notice (Payable Date 2.9.24) Final
• AMZY 19a-1 Notice (Payable Date 2.9.24) Final
• APLY 19a-1 Notice (Payable Date 2.9.24) Final
• CONY 19a-1 Notice (Payable Date 2.9.24) Final
• DISO 19a-1 Notice (Payable Date 2.9.24) Final
• FBY 19a-1 Notice (Payable Date 2.9.24) Final
• GOOY 19a-1 Notice (Payable Date 2.9.24) Final
• JPMO 19a-1 Notice (Payable Date 2.9.24) Final
• MRNY 19a-1 Notice (Payable Date 2.9.24) Final
• MSFO 19a-1 Notice (Payable Date 2.9.24) Final
• NFLY 19a-1 Notice (Payable Date 2.9.24) Final
• NVDY 19a-1 Notice (Payable Date 2.9.24) Final
• OARK 19a-1 Notice (Payable Date 2.9.24) Final
• PYPY 19a-1 Notice (Payable Date 2.9.24) Final
• SQY 19a-1 Notice (Payable Date 2.9.24) Final
• TSLY 19a-1 Notice (Payable Date 2.9.24) Final
• XOMO 19a-1 Notice (Payable Date 2.9.24) Final
• AIYY 19a-1 Notice (Payable Date 1.9.24) Final
• AMDY 19a-1 Notice (Payable Date 1.9.24) Final
• AMZY 19a-1 Notice (Payable Date 1.9.24) Final
• APLY 19a-1 Notice (Payable Date 1.9.24) Final
• CONY 19a-1 Notice (Payable Date 1.9.24) Final
• DISO 19a-1 Notice (Payable Date 1.9.24) Final
• FBY 19a-1 Notice (Payable Date 1.9.24) Final
• GOOY 19a-1 Notice (Payable Date 1.9.24) Final
• JPMO 19a-1 Notice (Payable Date 1.9.24) Final
• MRNY 19a-1 Notice (Payable Date 1.9.24) Final
• MSFO 19a-1 Notice (Payable Date 1.9.24) Final
• NFLY 19a-1 Notice (Payable Date 1.9.24) Final
• NVDY 19a-1 Notice (Payable Date 1.9.24) Final
• OARK 19a-1 Notice (Payable Date 1.9.24) Final
• PYPY 19a-1 Notice (Payable Date 1.9.24) Final
• SQY 19a-1 Notice (Payable Date 1.9.24) Final
• TSLY 19a-1 Notice (Payable Date 1.9.24) Final
• XOMO 19a-1 Notice (Payable Date 1.9.24) Final