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Morningstar bond indexes

Submitted by Your Personal CFO - Bourbon Financial Management on March 8th, 2023

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30-year mortgage rate since 1972

Submitted by Your Personal CFO - Bourbon Financial Management on March 8th, 2023

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Bond market pullbacks since 1992

Submitted by Your Personal CFO - Bourbon Financial Management on March 8th, 2023

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Composition of US REIT Industry in 2012 and 2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 8th, 2023

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The federal funds rate and recessions since 1961

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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EM index relative to the S&P 500

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Tech vs. S&P 500 since 1926

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Average hypothetical performance during recent severe downturns

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Previous US bear markets: Characteristics and performance

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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S&P 500 performance and key market events since 1950

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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