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U.S. Treasury Returns Under Interest Rate Changes

Submitted by Your Personal CFO - Bourbon Financial Management on March 12th, 2025

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Net Annual Returns of Each Asset Over Different Periods

Submitted by Your Personal CFO - Bourbon Financial Management on March 11th, 2025

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Market Corrections and REIT Performance Over Time

Submitted by Your Personal CFO - Bourbon Financial Management on March 11th, 2025

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U.S. REITs Trading at a Premium to NAVs

Submitted by Your Personal CFO - Bourbon Financial Management on March 11th, 2025

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Length of Drawdown vs. Recovery in Major S&P Sell-Offs

Submitted by Your Personal CFO - Bourbon Financial Management on March 10th, 2025

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S&P 500 Index: Number of All-Time Highs 1929-2024

Submitted by Your Personal CFO - Bourbon Financial Management on March 10th, 2025

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Average Cumulative S&P 500 Total Returns 1988-2023

Submitted by Your Personal CFO - Bourbon Financial Management on March 10th, 2025

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S&P 500 vs. Small-Cap Value

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2025

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Changes in Home Prices and the Consumer Price Index

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2025

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Real S&P/Case-Shiller U.S. National Home Price Index

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2025

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