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PMC Active Passive Foundation Portfolios

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PMC ActivePassive Foundation Quarterly Performance Summary (as of 3/31/2024) investpmc.com | pmcsales@investpmc.com Portfolio Fund Allocations 2 2.0% 2.0% 2.0% 2.0% 2.0% 2.0% 2.0% Core Money Market Cash 78.0% 65.0% 52.0% 38.0% 25.0% 12.0% ActivePassive Core Bond ETF APCB Intmed Bond 80.0% 67.0% 54.0% 40.0% 27.0% 14.0% 2.0% Fixed Income 5.3% 9.8% 13.6% 17.8% 21.6% 25.4% 29.0% ActivePassive International Equity ETF APIE Int'l Dev Mkts 5.3% 9.8% 13.6% 17.8% 21.6% 25.4% 29.0% International Equity 14.7% 23.2% 32.4% 42.2% 51.4% 60.6% 69.0% ActivePassive U.S. Equity ETF APUE Large-Cap Core 14.7% 23.2% 32.4% 42.2% 51.4% 60.6% 69.0% Domestic Equity Capital Preservation Conservative Conservative Growth Moderate Moderate Growth Growth Aggressive 2 Fund holdings and allocations are as of March 31, 2024 and should not be considered a recommendation to buy or sell a particular security. There is no assurance that any specific securities listed will remain in a portfolio. © 2024 Envestnet, Inc. FOR ONE-ON-ONE USE WITH A CLIENT'S FINANCIAL ADVISOR ONLY.

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