An Affiliate Foundation

This is our most conservative investment model portfolio and is most applicable for the investment of short-term assets when liquidity and security of principal are the primary goal and investment return is secondary. Short-Term Liquid Growth Portfolio Returns: 10-Year Average Rate of Return: 1.92% 10-Year Compounded Annual Growth Rate: 1.91% 2024 Rate of Return: 5.34% 2025 YTD Rate of Return: 0.93% 2025 March Rate of Return: 0.34%

This is a long-term investment portfolio and consists of a mix of fixed-income investments and equity investments to accomplish donors' charitable goals. This model portfolio provides the opportunity for long-term assets to be invested with a strong conservative bias yet provide potential growth that has historically been attributed to equity securities. Conservative Growth Portfolio Returns: 10-Year Average Rate of Return: 5.47% 10-Year Compounded Annual Growth Rate: 5.90% 2024 Rate of Return: 7.66% 2025 YTD Rate of Return: 0.69% 2025 March Rate of Return: (1.60%)

This is a long-term investment portfolio and consists of a mix of fixed-income investments and increased security allocation to equity investments and is most applicable for investment of assets that are seeking long-term growth to accomplish donors' charitable goals. Active Growth Portfolio Returns: 10-Year Average Rate of Return: 7.25% 10-Year Compounded Annual Growth Rate: 7.37% 2024 Rate of Return: 10.60% 2025 YTD Rate of Return: 0.08% 2025 March Rate of Return: (3.02%)

This is a bolder “growth-oriented” long-term investment portfolio and consists of a mix of fixed-income investments and equity investments to accomplish donors' charitable goals. Dynamic Growth Portfolio Returns: 10-Year Average Rate of Return: 8.23% 10-Year Compounded Annual Growth Rate: 8.66% 2024 Rate of Return: 11.76% 2025 YTD Rate of Return: (0.21%) 2025 March Rate of Return: (3.42%)