PERFORMANCE FOR REPRESENTATIVE ACCOUNTS
March 31, 2021 PERFORMANCE SUMMARY PLEASE SEE ACCOMPANYING NOTES ON THE FOLLOWING PAGES. Strategy Annualized QTD (%) YTD (%) 1 Year (%) 3 Year (%) 5 Year (%) Since Inception Inception Date U.S. Large Cap Dividend Benchmark: S&P 500® Gross Net Benchmark 3.79 55 3. 6.18 3.79 55 3. 6.18 38.46 37.19 56.35 19.10 18.00 16.78 15.20 14.06 16.30 15.89 ... ................
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