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Private equity: Assets under management, 2009-2021

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Public markets have been considerably more volatile

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Bloomberg municipal bond index yield to worst

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Hypothetical AQR industry and dollar neutral all country value portfolio beginning in 1990

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Performance cycles: Small cap vs. large cap since 1926

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Performance cycles: Small cap value vs. all other small cap since 1963

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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EAFE vs. US returns since 1970

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Currency impact to EAFE since 2001

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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MSCI EAFE vs. MSCI USA since 2002

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Annualized rolling ten year relative total return of growth vs. value since 1988

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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