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Rolling 36-Month Relative Performance

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

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Rolling ten-year performance for US size factor (%)

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

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Range of stock, bond and blended total returns

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

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If you're age 65 today, the probability of living to a specific age or beyond

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

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The G7's Declining Share of World GDP and Population (World Bank 1975-2024)

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

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The nominal returns of a 60/40 had struggled to keep up with inflation in recent years

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

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High inflation has historically stoked commodity performance

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

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S&P500 Value vs Growth: Relative Total Return

Submitted by Your Personal CFO - Bourbon Financial Management on June 21st, 2026

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US Becoming a Single Theme Index

Submitted by Your Personal CFO - Bourbon Financial Management on June 21st, 2026

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Portfolio diversification benefit, rolling 36m, six asset portfolio (U.S., EAFE, EM equity/Treasuries/credit/real estate)

Submitted by Your Personal CFO - Bourbon Financial Management on June 21st, 2026

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