Issue link: https://resources.envestnet.com/i/1540867
82 1.5% Annualized Range of Returns 0% 10% 20% 30% 40% -10% -20% -30% 35.9% -23.5% -12.9% 24.1% 13.7% -3.7% 1 YEAR 5-YEAR ANNUALIZED 10-YEAR ANNUALIZED 20-YEAR ANNUALIZED 19.5% -7.1% -2.7% 13.9% 8.9% 1.1% 15.6% -3.2% -0.2% 11.5% 7.8% 2.3% 12.8% -0.4% 9.7% 7.0% 3.0% Expected Annual Return Standard Deviation Aggressive Growth 6.20% 14.85% Moderate 5.61% 9.24% Capital Preservation 5.02% 4.35% There is no guarantee that expected performance can or will be achieved. This illustration shows 2 standard deviations (Std. Dev.) from the initial investment amount. Approximately 95% of observations fall within 2 standard deviations. Data from Morningstar Direct. This graph is for illustrative purposes only and does not predict or depict the performance of any investment. Source: Envestnet | PMC 20251017-4912642