Performance displayed is the asset-weighted Alpha Strategy composite performance as of 12/31/2025. The inception date for the composite is 1/1/2022. S&P 500 performance displayed is total return. Gross return data is the actual composite return sourced via a third party. Net return is calculated manually as funds that have been invested in the strategy since inception.

The Alpha Strategy is an aggressive investment strategy consisting primarily of individual equities with an options overlay for individuals the SEC considers 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.