Disclaimer: Past performance does not guarantee or indicate future results. As of October 31, 2025, the Intermediate Investment Grade Bond Strategy (IIGBS) composite consists of one fully discretionary, fee-paying account for a total of $7,273,656. The composite performance inception date is 07/31/2024; the composite creation date is 09/30/2024. Accounts are added to the composite following one full month of complete performance. All information in this report is as of the da

Disclaimer: Past performance does not guarantee or indicate future results. As of October 31, 2025, the Short-Term High-Quality Bond Strategy (STHQB) composite consists of one fully discretionary, fee-paying account for a total of $56,390,130. The composite performance inception date is 04/30/2023; the composite creation date is 06/30/2023. Accounts are added to the composite following one full month of complete performance. All information in this report is as of the date of

Disclaimer: Past performance does not guarantee or indicate future results. As of October 31, 2025, the Ultra Short-Term High-Quality Bond Strategy (USTHQB) composite consists of one fully discretionary, fee-paying account for a total of $9,224,835. The composite performance inception date is 03/31/2022; the composite creation date is 04/30/2022. Accounts are added to the composite following one full month of complete performance. All information in this report is as of the d

Disclaimer: Past performance does not guarantee or indicate future results. As of October 31, 2025, the Enhanced Cash composite consists of five fully discretionary, fee-paying accounts for a total of $49,568,364. The composite performance inception date is 09/30/2016; the composite creation date is 03/31/2022. Accounts are added to the composite following one full month of complete performance. All information in this report is as of the date of the report and is subject to