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Annual Returns of Value and Growth U.S Equity Categories 1990-2019

Submitted by Your Personal CFO - Bourbon Financial Management on July 17th, 2020

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Frequency of a Value Premium 1990-2019

Submitted by Your Personal CFO - Bourbon Financial Management on July 16th, 2020

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Value and Growth Premiums Over 5- Year Rolling Periods 1990-2019

Submitted by Your Personal CFO - Bourbon Financial Management on July 16th, 2020

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U.S. 10Y yields

Submitted by Your Personal CFO - Bourbon Financial Management on July 16th, 2020

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Feast or Famine 1926-2019

Submitted by Your Personal CFO - Bourbon Financial Management on July 16th, 2020

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Growth of $1,000,000 (1999-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on July 15th, 2020

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Maximum and Minimum Annual Total Returns (%) 1995-2020

Submitted by Your Personal CFO - Bourbon Financial Management on July 15th, 2020

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U.S. tax receipts as % GDP

Submitted by Your Personal CFO - Bourbon Financial Management on July 15th, 2020

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Diversified Portfolio and S&P 500 Index Returns 1999-2020

Submitted by Your Personal CFO - Bourbon Financial Management on July 15th, 2020

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Median Household Income, by Metro Area and Race Source: Moody's Analytics

Submitted by Your Personal CFO - Bourbon Financial Management on July 14th, 2020

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