Investment Lifecycle and Strategies

PERFORMANCE Performance (Net of Fees) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec YTD S&P ACWI 2014 -1.8% -3.2% -4.9% 1.3% -0.9% 2015 3.1% 6.3% 1.5% 5.2% 0.0% 1.5% 0.9% -4.9% -2.0% 3.7% 4.0% -2.5% 17.2% 1.4% -2.2% 2016 -6.0% 2.8% 3.3% 1.2% 3.5% -3.3% 0.3% 2.5% 2.2% -4.8% 0.4% 2.5% 3.9% 12.0% 8.4% 2017 0.5% -1.0% 1.5% 5.0% 6.7% 0.6% 2.3% -0.8% -0.4% 4.1% 3.9% 3.2% 28.2% 21.8% 24.3% 2018 9.4% 4.0% -6.3% 2.3% 0.7% 2.6% -1.1% 0.4% -4.3% -10.8% 1.7% -13.0% -15.4% -4.4% -9.2% 2019 2.4% 11.0% 0.9% 6.3% -6.2% 12.3% -1.0% 2.1% -7.1% 1.7% 2020 2.5% 2021 8.2% 2022 -27.3% 2.1% -0.9% 5.6% -11.2% -5.3% -11.5% 21.9% 22.6% 29.5% 9.8% 22.3% -2.0% 1.0% 9.0% -28.6% -5.2% -4.0% 12.7% -7.3% 14.6% -11.7% -8.4% 7.0% 11.3% 3.2% 12.1% -14.6% -20.6% 41.1% 7.8% 222.4% -15.8% -63.7% 31.5% 26.6% 18.4% 16.3% 28.7% 18.7% -20.0% -19.9% Annualized Return Total Return Hayden 7.6% 74.6% S&P 500 TR ACWI Geographic Exposure 10.5% 114.8% 6.9% Asia 58.6% 66.0% North America 37.3% *Performance and Geographic Exposure are as of June 30, 2022. Geographic Exposure excludes cash. 1 Hayden Capital returns are calculated net of actual fees directly deducted from client accounts, for the period from inception (November 13, 2014) to December 31, 2020. Starting on January 1, 2021, reported performance is reflective of a representative account, managed in accordance with Hayden's strategy with no client specific investment guidelines or limitations, made no subsequent investments or redemptions, and remains invested. The representative account paid a management fee of 1.5% and incentive fees of 0%. Clients who elect the incentive fee option for their accounts may pay higher fees and therefore realize lower net returns, during years of strong investment performance. Individual returns will vary based on timing of investment and your specific fee schedule. Performance results are net of expenses, management fee and incentive fees. Past performance is not indicative of future results. 2 Hayden Capital launched on November 13, 2014. Performance for both Hayden Capital and indexes reflects performance beginning on this date. HAYDEN CAPITAL | 25

View entire presentation