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Fixed income segment performance (%)

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Annual asset allocation returns (%) since 1988

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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S&P 500 pure value / S&P 500 pure growth since 1998

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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S&P 500: Worst performance through 88 trading days (1928-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Early 2000s tech wreck: Long-term portfolio value

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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1973-1974 bear market: Long-term portfolio value

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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1929 crash: Long-term portfolio value

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Peak to trough S&P 500 decline around recessions since 1948

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Venture capital net IRRs by vintage year, 1990-2018

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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S&P 500 equal-weight energy divided by S&P 500 info tech (cap-weighted) since 1989

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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