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10-year annualized returns by asset class (2012-2021)

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

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Historical markets drawdown and next 12-month rebound

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

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Range of stock, bond, and blended total returns since 1950

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

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60/40 annual return decomposition since 1950

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

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Bloomberg commodity index since 2001

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

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Asset class returns

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

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International: Price-to-earnings discount and difference in dividend yields vs. US since 2002

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

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MSCI EAFE and MSCI USA relative performance since 1971

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

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Weights in MSCI all country world index and representation of key sectors in international markets

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

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Bloomberg US aggregate intra-year declines vs. calendar year returns since 1976

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

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