April performance Review

April:

• Prime: -3.09%

• Select: -0.50%

• SPY ETF: -0.52%

• Bogleheads (80% VTI + 20% BND): -0.24%

Year-to-date 2025:

• Prime: -1.99%

• Select: +6.15%

• SPY ETF: -5.10%

• Bogleheads (80% VTI + 20% BND): -2.91%