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Tax Analysis (click on the Price" Tab) 1.49 Fund Tax Cost Ratio 1.94 Category Tax Cost Ratio Potential Capital Gains Exposure 42% What positives or red flags do you see in the above numbers? In what situation(s) might an investor not care about the Tax Efficiency of a Fund? FUND MANAGEMENT (Looking under the "People" Tab) How long has the longest-tenured manager been with the fund? 13.8yrs How many managers are currently on the fund? To what extent has the manager(s) invested their own money in the fund? Brian Deman over IM, Philip Cody Wheaton, 500k-1M Does it appear that there has been much turnover in the management team? A little turnover. A total of 1 manager, from 201-202) (if so, you may wonder if the long-term performance track record is relevant!) Do the managers hold the CFA Certification or graduate degrees? Do you have confidence in this manager or management They do not have credentials after their names. team? Yes, definitely Bren. 3 Tax Analysis (click on the Price" Tab) 1.49 Fund Tax Cost Ratio 1.94 Category Tax Cost Ratio Potential Capital Gains Exposure 42% What positives or red flags do you see in the above numbers? In what situation(s) might an investor not care about the Tax Efficiency of a Fund? FUND MANAGEMENT (Looking under the "People" Tab) How long has the longest-tenured manager been with the fund? 13.8yrs How many managers are currently on the fund? To what extent has the manager(s) invested their own money in the fund? Brian Deman over IM, Philip Cody Wheaton, 500k-1M Does it appear that there has been much turnover in the management team? A little turnover. A total of 1 manager, from 201-202) (if so, you may wonder if the long-term performance track record is relevant!) Do the managers hold the CFA Certification or graduate degrees? Do you have confidence in this manager or management They do not have credentials after their names. team? Yes, definitely Bren. 3

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