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Small-Caps Near Historic Low Versus Large-Caps

Submitted by Your Personal CFO - Bourbon Financial Management on January 30th, 2026

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Subsequent 6-Month and 1-Year Performance of Russell 2000 after a 25% Decline

Submitted by Your Personal CFO - Bourbon Financial Management on January 30th, 2026

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MSCI EAFE and MSCI USA relative performance

Submitted by Your Personal CFO - Bourbon Financial Management on January 29th, 2026

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Cliffwater Evergreen Private Equity Index vs MSCI ACWI Index

Submitted by Your Personal CFO - Bourbon Financial Management on January 29th, 2026

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Individual Evergreen Private Equity Fund Performance Compared to MSCI ACWI

Submitted by Your Personal CFO - Bourbon Financial Management on January 28th, 2026

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S&P 500 Index excluding best and worst days

Submitted by Your Personal CFO - Bourbon Financial Management on January 27th, 2026

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S&P 500 Dividend Yield vs. 10 Year Treasury Yield: 1900-2025

Submitted by Your Personal CFO - Bourbon Financial Management on January 27th, 2026

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S&P 500 Real Return Decomposition: Backward-Expanding Averages

Submitted by Your Personal CFO - Bourbon Financial Management on January 26th, 2026

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The S&P 500 outperformed the State Street private markets index on all time horizons

Submitted by Your Personal CFO - Bourbon Financial Management on January 23rd, 2026

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Bloomberg U.S. Aggregate Annual Total Return & Intra-Year Max Drawdown

Submitted by Your Personal CFO - Bourbon Financial Management on January 22nd, 2026

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