Associate’s Portfolio Investments 2016-2020

Jan 27, 2016 – January 31, 2020 S&P 500 +71.51% return

Accumulative gross fund returns ’16-’20 +143.7%

Excluding dividend payments to fund investors.

Excluding fund fees.

Non-compounded rate of return (investment gains are withdrawn out of fund after each holding period and not reinvested in the subsequent investment period).

Fund results actual, pre-inc, and unaudited. Investment results may vary from year to year depending on market conditions.

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