Custom Sample Comparison I Prepared for Joe Sample 1/2008 - 12/2020

Growth of $100,000

Custom Portfolio (*Rebalanced Biannually) Recent PerformanceJan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Year

2020 1.24% -3.52% -7.06% 3.75% 4.10% 2.93% 5.31% 4.95% -4.96% -1.52% 8.78% 5.51% 19.81%2019 4.51% 2.00% 1.40% 2.09% -5.61% 3.95% 0.44% -0.97% -1.16% -0.31% 2.91% 2.43% 11.87%2018 3.18% -2.18% -1.54% -1.16% 3.25% 0.66% 0.75% 2.73% -0.48% -4.86% 1.20% -4.22% -3.03%2017 0.76% 2.93% 0.69% 1.01% 2.03% -1.04% 0.59% 0.68% 1.11% 0.84% 1.09% 0.43% 11.65%2016 -4.67% 1.20% 5.21% 0.33% 0.44% 0.31% 2.77% 0.96% 0.20% -1.37% 1.16% 1.98% 8.54%2015 -0.70% 3.07% -0.77% -1.09% 0.37% -1.71% 0.69% -4.39% -2.28% 4.15% 0.07% -2.08% -4.86%2014 -2.13% 3.39% -0.68% 0.14% 1.22% 2.29% -0.89% 3.51% -1.82% -0.24% 1.76% 0.32% 6.88%2013 3.03% 0.75% 2.59% 2.27% 1.15% -1.30% 4.91% -1.71% 4.17% 1.14% 1.82% 1.65% 22.25%2012 3.54% 3.53% 2.06% -1.12% -3.49% 2.82% 0.20% 2.37% 1.56% -0.82% 0.79% 0.99% 12.90%2011 0.63% 3.94% 0.56% 3.58% -0.13% -2.30% -1.03% -1.02% -2.07% 5.01% -1.88% 0.09% 5.17%2010 -3.69% 2.30% 6.06% 2.88% -5.81% -3.63% 2.29% -1.93% 5.70% 2.77% -0.25% 4.66% 11.00%2009 -3.74% -3.43% 1.82% 8.89% 4.53% 0.24% 5.49% 2.22% 5.15% -3.27% 4.20% 3.41% 27.63%2008 -2.94% -0.28% -0.24% 2.58% 3.16% -3.46% -1.01% 1.40% -1.73% -4.09% -1.03% 4.39% -3.59%

Trailing Periods - Rate of ReturnYTD Last 2 Year (A) Last 5 Years (A) Last 7 Years (A) Last 11 Years (A) Last 13 Years (A)

Custom Portfolio (*Rebalanced Biannually) 19.81% 34.03% 57.50% 60.16% 158.04% 217.52%Custom Index 60% S&P 500, 40% iSharesCore U.S. Aggregate Bond ETF AGG(Rebalanced Biannually)

14.03% 39.14% 68.42% 88.22% 190.80% 168.27%

Risk TableCompound ROR Standard Deviation Beta Cumulative Return

Custom Portfolio (*Rebalanced Biannually) 9.30% 2.96% 0.94 217.52%Custom Index 60% S&P 500, 40% iSharesCore U.S. Aggregate Bond ETF AGG(Rebalanced Biannually)

7.89% 2.79% 1.00 168.27%

Maximum DrawdownsMax Drawdown Length Recovery Length Peak Date Valley Date

Custom Portfolio (*Rebalanced Biannually) -12.28% 9 3 5-31-2008 2-28-2009Custom Index 60% S&P 500, 40% iSharesCore U.S. Aggregate Bond ETF AGG(Rebalanced Biannually)

-27.21% 14 22 12-31-2007 2-28-2009

*This hypothetical illustration of a custom portfolio started with the actual percentage allocation to various strategies as indicated in the above pie chart. Exceptfor the Elevation and Elevation Plus Strategies which are designed to be tax sensitive strategies and do not participate in any rebalancing schedule, all

portfolios were rebalanced biannually thereafter back to the original percentage allocation. In addition, any mutual fund(s) included in the comparison with thecustom portfolio and the S&P 500 were added at net asset value (NAV) and other securities were purchased with no commission charge. Any sales chargesby mutual funds or commissions to purchase securities would have the effect of reducing the overall performance of the illustration. Please refer to additionaldisclosure information on the next page. Please note: for additional information on any of Atlas Capital's programs please refer to the Investment ManagementAgreement and ADV Part 2A, copies of which are available upon request or can be downloaded directly from the website www.atlascapitalmanagement.com