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Relative Performance by Economic Environment

Submitted by Your Personal CFO - Bourbon Financial Management on October 23rd, 2015

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Median 12-month Forward Price-to-Earning Ratio

Submitted by Your Personal CFO - Bourbon Financial Management on October 23rd, 2015

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Relative Performance of Value Versus Broad U.S. Equity

Submitted by Your Personal CFO - Bourbon Financial Management on October 23rd, 2015

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European Equities Have Substantial Exposure to Emerging Markets

Submitted by Your Personal CFO - Bourbon Financial Management on October 23rd, 2015

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Highest Quality Companies Trade at a Discount to the Lowest Quality

Submitted by Your Personal CFO - Bourbon Financial Management on October 23rd, 2015

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Non-Earning Companies Have Had Positive Returns for the Last Three Years

Submitted by Your Personal CFO - Bourbon Financial Management on October 23rd, 2015

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Percentage of Funds That Were Beaten By Their Category Benchmark

Submitted by Your Personal CFO - Bourbon Financial Management on October 23rd, 2015

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Determining the Marginal Tax Rate for Various Types Of Income in 2014

Submitted by Your Personal CFO - Bourbon Financial Management on October 23rd, 2015

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Household Savings Rate

Submitted by Your Personal CFO - Bourbon Financial Management on October 23rd, 2015

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Rates are Graduated, Just Like Ordinary Income

Submitted by Your Personal CFO - Bourbon Financial Management on October 23rd, 2015

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