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Exhibit 13: CDLI Total Return (Sep 2004-Jun 2024)

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2025

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Likelihood of stocks outperforming bonds in the US

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2025

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Stocks vs bonds in the long run

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2025

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30- Year Starting Safe Withdrawal Rate %, by Asset Allocation, 90% Success Rate

Submitted by Your Personal CFO - Bourbon Financial Management on February 3rd, 2025

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U.S Housing Price Returns Since 1950

Submitted by Your Personal CFO - Bourbon Financial Management on February 3rd, 2025

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Earnings/coupon yield on a 60/40 portfolio + 60/40 earning yield and subsequent 10 year annualized returns

Submitted by Your Personal CFO - Bourbon Financial Management on February 3rd, 2025

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S&P Composite 10Y Shiller TR Cycle-adjusted P/E (Montanaro Asset Management, 1981-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on February 1st, 2025

S&P Composite 10Y Shiller TR Cycle-adjusted P:E (Montanaro Asset Management, 1981-2024).png

Buffet Indicator US Stock Market Value to GDP (Current Market Valuation, 1950-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on February 1st, 2025

Buffet Indicator US Stock Market Value to GDP (Current Market Valuation, 1950-2024).png

Market Concentration - Top 5 holdings as % of index (Montanaro Asset Management, 1994-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on February 1st, 2025

Market Concentration - Top 5 holdings as % of index (Montanaro Asset Management, 1994-2024).png

MegaCap dominance is not new (Montanaro Asset Management, 1973-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on January 31st, 2025

MegaCap dominance is not new (Montanaro Asset Management, 1973-2024).png

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