Performance displayed is the asset-weighted Alpha Strategy composite performance as of 9/30/2025. The inception date for the composite is 1/1/2022. S&P 500 performance displayed is total return.

The Alpha Strategy is an aggressive investment strategy consisting primarily of individual equities with an options overlay for qualified investors ($1.1M minimum). The overall objective is to outperform the U.S. equity market (S&P 500) over the long run. Past performance is not indicative of future results.