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Historically Strong Risk-Adjusted Returns (PGIM, 2012-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on January 29th, 2025

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S&P 500 Index Performance Among Strongest Since 1928 (Bloomberg, 1928-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on January 29th, 2025

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Likelihood of stocks out preforming bonds in the US

Submitted by Your Personal CFO - Bourbon Financial Management on January 28th, 2025

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Percentage of S&P 500 Stocks Outperforming the S&P 500 over the Calendar Year (NDR, 1973-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on January 28th, 2025

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US Stocks vs International Stocks Win (Dimensional Fund Advisors, 1970-2016)

Submitted by Your Personal CFO - Bourbon Financial Management on January 28th, 2025

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Stocks vs Bonds in the long run

Submitted by Your Personal CFO - Bourbon Financial Management on January 28th, 2025

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

Submitted by Your Personal CFO - Bourbon Financial Management on January 28th, 2025

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10-15 Year Asset Return Projections

Submitted by Your Personal CFO - Bourbon Financial Management on January 28th, 2025

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Worst Returns over 20- and 50- year holding periods for equities

Submitted by Your Personal CFO - Bourbon Financial Management on January 27th, 2025

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Exhibit 11: S&P 500 Valuations

Submitted by Your Personal CFO - Bourbon Financial Management on January 27th, 2025

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