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Estate tax rates and exemptions (IRS 1954-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on June 24th, 2021

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Spread Change Following Peak Recession or Stress Event, excluding 2008 (Bloomberg 1990-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on June 23rd, 2021

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Index Spreads Relative to Treasuries in bps (Bloomberg 2002-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on June 22nd, 2021

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EM External Debt No Longer Undervalued (Morgan Stanley 2006-2021)

Submitted by Your Personal CFO - Bourbon Financial Management on June 21st, 2021

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US Unemployment Rate (Morgan Stanley 1970-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on June 20th, 2021

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US Savings Rate (Morgan Stanley 1960-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on June 19th, 2021

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Rolling 5-Year Returns (Bloomberg 1970-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on June 18th, 2021

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Why global diversification makes sense (Morningstar 2010-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on June 17th, 2021

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Annualized Return S&P 500 Index (Bloomberg 2001-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on June 16th, 2021

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Annual Total Return for Balanced Portfolio of U.S Taxable Bonds (Bloomberg 1980-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on June 15th, 2021

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