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Active Versus Passive Fund Strategies

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

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Global Stock Prices (January 1, 1980-January 22, 2016)

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

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Since 1929 to 2009, The S&P 500 Index Has Averages a 33% Decline during Recessionary Pullbacks

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

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Annualized Trailing 10 Year Relative Total Return

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

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Annual Style Factor Returns: US Equities, 2007-2015

Submitted by Your Personal CFO - Bourbon Financial Management on January 22nd, 2016

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Style Factor Performance - Return Relative to US Market

Submitted by Your Personal CFO - Bourbon Financial Management on January 22nd, 2016

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Range of Target-Date Funds' 2014 Returns by Vintage Year

Submitted by Your Personal CFO - Bourbon Financial Management on January 22nd, 2016

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Emerging Markets Equities

Submitted by Your Personal CFO - Bourbon Financial Management on January 22nd, 2016

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Morgan Stanley Capital International Emerging Markets Indexes and Commodities

Submitted by Your Personal CFO - Bourbon Financial Management on January 22nd, 2016

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Commodity Prices 1996-2016

Submitted by Your Personal CFO - Bourbon Financial Management on January 22nd, 2016

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