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Performance: Net IRR: Inception to Date, % Vintage Years 2000–2023

Submitted by Your Personal CFO - Bourbon Financial Management on March 24th, 2025

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Allocations to Alternatives by Investor Type

Submitted by Your Personal CFO - Bourbon Financial Management on March 21st, 2025

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Realized Return and Volatility by Asset Class

Submitted by Your Personal CFO - Bourbon Financial Management on March 21st, 2025

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Asset Allocation by Type of Allocator

Submitted by Your Personal CFO - Bourbon Financial Management on March 21st, 2025

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Impact of Rebalancing on a 60/40 Portfolio

Submitted by Your Personal CFO - Bourbon Financial Management on March 20th, 2025

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U.S. Large Core vs. Small Cap Value Returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 20th, 2025

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U.S. vs. International Stock Returns 1973-2023

Submitted by Your Personal CFO - Bourbon Financial Management on March 20th, 2025

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US Households' Aggregate Financial Asset Allocation

Submitted by Your Personal CFO - Bourbon Financial Management on March 19th, 2025

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S&P 500: Shiller Cyclically Adjusted P/E Ratio

Submitted by Your Personal CFO - Bourbon Financial Management on March 19th, 2025

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Distribution of S&P 500 Annualized 10-Year Returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 19th, 2025

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