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Allocation for GMO benchmark-free allocation strategy in December 2021 and December 2022

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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Asset class volatility/return trade-off - December 31, 2022

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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Asset class volatility/return trade-off - December 31, 2021 expected 7-year return

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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Volatility/return trade-off in June 2000

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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Asset class volatility/return trade-off in June 2007

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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2022 asset class returns

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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Inflation/deflation cycles historically average 18 years since 1870

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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S&P 500 annual returns by decade since 1930

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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Value of hypothetical $1,000 investment in the MSCI ACWI from 1/1/12-12/31/21

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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10-year return projections for the liquid asset classes

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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