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Weighting in the MSCI All County World Index

Submitted by Your Personal CFO - Bourbon Financial Management on July 10th, 2024

Economy

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Bloomberg U.S. Aggregate Bond Index: Starting Yield and Subsequent Five-Year Returns

Submitted by Your Personal CFO - Bourbon Financial Management on July 9th, 2024

Returns

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Monthly Returns: Bloomberg U.S. Aggregate Bond Index

Submitted by Your Personal CFO - Bourbon Financial Management on July 9th, 2024

Returns

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Number of Stocks in the S&P 500 underperforming each year (1980-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on July 9th, 2024

Returns

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Comparative Analysis of Different Asset Class Returns: 2022 vs 2023

Submitted by Your Personal CFO - Bourbon Financial Management on July 9th, 2024

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Country Equity ETFs: 2023 Total Returns (in US $)

Submitted by Your Personal CFO - Bourbon Financial Management on July 8th, 2024

Returns

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20% Yearly Gain for The S&P 500 and What Happened Next (1950-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on July 8th, 2024

Returns

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S&P 500 Index: Number of All-Time Highs (1929-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on July 8th, 2024

Returns

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U.S. Long-Term Government Bond Yield, % (Federal Reserve 1870-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on July 8th, 2024

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S&P 500 Total Returns (LM Senecal 1927-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on July 5th, 2024

Returns

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Weighting in the MSCI All County World Index

Bloomberg U.S. Aggregate Bond Index: Starting Yield and Subsequent Five-Year Returns

Monthly Returns: Bloomberg U.S. Aggregate Bond Index

Number of Stocks in the S&P 500 underperforming each year (1980-2023)

Comparative Analysis of Different Asset Class Returns: 2022 vs 2023

Country Equity ETFs: 2023 Total Returns (in US $)

20% Yearly Gain for The S&P 500 and What Happened Next (1950-2023)

S&P 500 Index: Number of All-Time Highs (1929-2023)

U.S. Long-Term Government Bond Yield, % (Federal Reserve 1870-2020)

S&P 500 Total Returns (LM Senecal 1927-2023)

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