MullinTBG Synopsys Deferred Compensation Plan Investment Model Portfolios

This plan is the deferred compensation plan for Synospsys executives.

Investment options of MullinTBG Synopsys Deferred Compensation Plan

Total Available Funds: 21

Asset Class

Ticker

Description

FIXED INCOME
Intermediate Government	RGVFX	American Funds US Government Securities --- Class 2
Intermediate-Term Bond	VBMFX	LVIP Delaware Bond FVUSA0002 Morningstar
High Yield Bond	AHIFX	American Funds High-Income Bond - Class 2.

Others
Moderate Allocation	MTRIX	MFS VIT Total Return Series - Initial Class (again no exact match)
ROOT	CASH	LVIP Money Market - Standard Class

US EQUITY
LARGE VALUE	VPESX	Fidelity VIP Equity-Income - Service Class
LARGE GROWTH	FCNTX	Fidelity VIP Contrafund - Service Class
LARGE BLEND	BTIEX	DWS VIP Equity 500 Index --- Class A (no exact match)
LARGE GROWTH	RGAFX	American Funds Growth --
LARGE GROWTH	VPGSX	Fidelity VIP Growth - Service Class
MID-CAP BLEND	NBREX	Neuberger Berman AMT Regency - I Class (not AMT Regency)
Mid-Cap Growth	VPFSX	Fidelity VIP Mid Cap - Service Class
Mid-Cap Growth	JAAGX	Janus Aspen Series Enterprise - Service Shares (no exact match)
SMALL VALUE	DEVIX	Delaware VIP Small Cap Value Series - Standard Class
Small Growth	IBSSX	LVIP Baron Growth Opportunities - Service Class (no exact match)

INTERNATIONAL EQUITY
WORLD STOCK	RNPFX	American Funds Global Growth - Class 2 (no exact match)
WORLD STOCK	TGADX	Templeton FTVIPT Growth Securities - Class 1
Foreign Large Value	LIEIX	LVIP Mondrian International Value - Standard Class
Foreign Large Blend	RERFX	American Funds International - Class 2 (no exact match)

Emerging Market
DIVERSIFIED EMERGING MKTS	DEMIX	Delaware VIP Emerging Markets Series - Standard Class

REAL ESTATE
REAL ESTATE	DPRSX	Delaware VIP REIT Series - Standard Class

Investment model portfolios

We provide two types of investment model portfolios for MullinTBG Synopsys Deferred Compensation Plan participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
  - Less error-prone
  - Infrequent rebalancing or transactions
  - Tax efficient for taxable brokerage investments
- Cons:
  - Interim loss or drawdown can be substantial
  - Possible low returns for an extended period, such as 10 years or longer
Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
  - Reduce large interim loss or drawdown
  - Less sensitive to investment entry point
  - Likely to improve returns
- Cons
  - Demand more frequent rebalancing or transactions
  - Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
  - Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Customize a model portfolio now

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Name	YTD Return	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR	20Yr AR	Inception
MullinTBG Synopsys Deferred Compensation Plan Strategic Asset Allocation - Optimal Moderate	0.22%	2.56%	3.53%	8.74%	6.36%	6.86%	6.79%	7.52%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES)	-4.31%	8.32%	8.91%	18.53%	12.39%	13.02%	10.12%	8.27%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES)	0.22%	6.30%	4.36%	9.01%	5.84%	6.67%	5.91%	5.57%

	Ticker/Portfolio	Last 1 Week	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Inception	YTD	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983	1982	1981	1980	1979
Annualized Return (%)	MullinTBG Syn... Moderate	-1.82	2.56	3.53	8.74	6.36	6.86	6.79	7.52	0.22	7.94	13.97	-13.65	5.37	19.36	19.45	-4.59	14.56	7.32	0.91	4.56	13.07	10.87	-0.97	14.25	25.45	-23.64	11.79	12.93	9.25	15.31	24.08	0.98	6.28	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	-2.69	8.32	8.91	18.53	12.39	13.02	10.12	8.27	-4.31	24.84	26.12	-18.24	28.53	18.74	31.33	-4.55	21.66	11.83	1.23	13.52	32.17	15.82	1.96	14.91	26.52	-37.02	5.39	15.64	4.77	10.74	28.50	-22.17	-12.03	-9.05	21.08	28.62	33.18	22.87	37.45	1.18	10.15	8.24	32.05	-3.33	28.37	14.92	3.97	9.30	22.60	3.67	17.07	19.25	-8.55	27.89	-2.07
	VSMGX (VANGUA...R SHARES)	-1.44	6.30	4.36	9.01	5.84	6.67	5.91	5.57	0.22	10.28	15.51	-16.01	10.08	13.59	19.30	-6.28	14.86	7.09	-2.21	6.38	14.73	9.78	0.12	13.14	20.35	-26.49	7.21	13.30	5.68	11.76	22.40	-10.34	-4.78	1.27	14.09	21.59	17.90	10.77	26.58	2.04	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Sharpe Ratio	MullinTBG Syn... Moderate	NA	0.40	0.38	0.50	0.55	NA	NA	0.61	0.37	0.50	1.25	-1.10	0.61	1.12	2.81	-0.66	3.16	0.85	0.11	0.74	1.89	1.44	-0.07	1.44	1.38	-1.09	0.90	1.34	1.13	2.18	3.76	-0.02	0.51	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	0.58	0.95	0.84	0.66	NA	NA	0.45	0.51	1.67	1.73	-0.82	2.17	0.53	2.39	-0.35	3.16	0.89	0.08	1.19	2.90	1.25	0.08	0.82	0.97	-0.92	0.14	1.22	0.24	0.88	1.63	-0.90	-0.68	-0.60	0.97	1.23	1.61	1.62	4.31	-0.19	0.90	0.57	1.91	-0.55	1.71	0.59	-0.01	0.30	1.47	-0.26	0.79	0.63	-1.30	1.17	-3.84
	VSMGX (VANGUA...R SHARES)	NA	0.72	0.74	0.55	0.50	NA	NA	0.51	0.97	0.87	1.45	-1.22	1.32	0.70	2.77	-0.87	3.75	0.83	-0.26	1.01	2.16	1.23	0.01	1.18	1.12	-0.98	0.39	1.34	0.49	1.49	2.09	-0.75	-0.59	-0.24	1.06	1.56	1.56	0.91	4.18	4.60	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Standard Deviation(%)	MullinTBG Syn... Moderate	NA	10.84	10.58	10.43	10.17	NA	NA	10.53	12.85	8.67	8.23	13.76	8.80	17.13	6.41	9.09	4.40	8.37	8.11	6.11	6.88	7.51	13.62	9.82	18.38	22.59	9.65	7.10	6.16	6.57	6.21	7.73	7.58	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	19.84	17.20	17.42	18.48	NA	NA	18.10	24.09	12.67	13.09	24.19	13.11	34.69	12.48	17.11	6.68	13.11	15.51	11.39	11.07	12.74	23.36	18.07	27.22	40.99	16.02	10.04	10.29	11.10	17.04	25.96	21.55	22.20	18.17	20.48	18.21	11.77	7.77	9.92	8.83	9.93	14.69	16.06	13.09	17.07	33.80	16.55	11.67	12.80	13.62	18.09	14.61	16.53	23.80
	VSMGX (VANGUA...R SHARES)	NA	10.49	10.11	10.08	10.41	NA	NA	11.48	12.31	7.69	8.26	14.34	7.62	19.08	6.43	8.81	3.80	8.31	8.51	6.28	6.80	7.99	14.68	11.10	18.01	27.95	10.37	7.43	6.96	7.25	10.38	15.37	12.42	12.30	10.07	11.65	9.10	7.74	5.41	15.57	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Draw Down(%)	MullinTBG Syn... Moderate	NA	10.84	12.30	20.47	21.12	NA	NA	37.01	9.65	5.43	8.19	20.13	5.47	21.12	3.12	11.28	1.66	7.11	8.38	5.35	6.51	6.44	13.10	7.32	17.24	35.67	6.47	7.60	4.34	7.50	5.44	11.89	9.41	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	18.76	18.76	24.59	33.83	NA	NA	55.25	18.76	8.45	9.97	24.59	5.14	33.83	6.63	19.40	2.60	10.29	12.05	7.30	5.59	9.60	18.71	15.66	27.17	47.73	9.88	7.47	7.01	7.47	13.79	33.02	29.18	16.55	11.81	19.20	10.79	7.45	2.50	8.48	4.84	5.63	5.57	19.19	7.35	7.24	33.08	11.63	7.51	10.58	7.02	13.21	15.61	16.03	2.40
	VSMGX (VANGUA...R SHARES)	NA	9.62	12.88	22.29	22.43	NA	NA	41.18	9.62	4.17	8.15	21.74	3.53	22.43	3.12	11.47	1.14	6.20	8.34	4.70	5.67	6.27	12.90	8.64	19.61	36.81	6.11	6.13	4.74	5.89	8.91	20.06	17.93	8.77	6.26	11.99	6.02	4.75	1.82	1.89	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Yield(%)	MullinTBG Syn... Moderate	NA	4.95	3.63	4.05	4.47	NA	NA	4.70	NA	0.68	4.89	2.35	3.42	5.58	3.74	4.93	3.96	5.63	7.07	3.35	3.63	2.50	2.56	2.17	2.53	4.30	10.28	9.97	5.89	4.99	4.34	3.97	5.28	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VSMGX (VANGUA...R SHARES)	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA

Data as of 03/31/2025, AR inception is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name	YTD Return	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR	20Yr AR	Inception
MullinTBG Synopsys Deferred Compensation Plan Tactical Asset Allocation Moderate	-3.08%	-6.93%	3.13%	8.63%	6.20%	7.46%	9.31%	9.83%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES)	-4.31%	8.32%	8.91%	18.53%	12.39%	13.02%	10.12%	8.27%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES)	0.22%	6.30%	4.36%	9.01%	5.84%	6.67%	5.91%	5.57%

	Ticker/Portfolio	Last 1 Week	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Inception	YTD	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983	1982	1981	1980	1979
Annualized Return (%)	MullinTBG Syn... Moderate	-2.53	-6.93	3.13	8.63	6.20	7.46	9.31	9.83	-3.08	4.68	17.44	-9.38	10.47	15.23	18.97	-4.38	12.89	6.38	0.63	3.41	13.67	12.37	3.28	19.61	15.90	7.21	20.99	14.82	9.81	13.68	28.50	6.52	4.25	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	-2.69	8.32	8.91	18.53	12.39	13.02	10.12	8.27	-4.31	24.84	26.12	-18.24	28.53	18.74	31.33	-4.55	21.66	11.83	1.23	13.52	32.17	15.82	1.96	14.91	26.52	-37.02	5.39	15.64	4.77	10.74	28.50	-22.17	-12.03	-9.05	21.08	28.62	33.18	22.87	37.45	1.18	10.15	8.24	32.05	-3.33	28.37	14.92	3.97	9.30	22.60	3.67	17.07	19.25	-8.55	27.89	-2.07
	VSMGX (VANGUA...R SHARES)	-1.44	6.30	4.36	9.01	5.84	6.67	5.91	5.57	0.22	10.28	15.51	-16.01	10.08	13.59	19.30	-6.28	14.86	7.09	-2.21	6.38	14.73	9.78	0.12	13.14	20.35	-26.49	7.21	13.30	5.68	11.76	22.40	-10.34	-4.78	1.27	14.09	21.59	17.90	10.77	26.58	2.04	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Sharpe Ratio	MullinTBG Syn... Moderate	NA	-0.49	0.22	0.56	0.52	NA	NA	0.91	0.03	0.10	1.70	-0.87	1.10	0.83	2.85	-0.60	2.15	0.73	0.07	0.48	1.93	1.74	0.21	1.62	1.41	1.04	1.46	1.35	1.24	1.60	5.59	1.38	0.37	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	0.58	0.95	0.84	0.66	NA	NA	0.45	0.51	1.67	1.73	-0.82	2.17	0.53	2.39	-0.35	3.16	0.89	0.08	1.19	2.90	1.25	0.08	0.82	0.97	-0.92	0.14	1.22	0.24	0.88	1.63	-0.90	-0.68	-0.60	0.97	1.23	1.61	1.62	4.31	-0.19	0.90	0.57	1.91	-0.55	1.71	0.59	-0.01	0.30	1.47	-0.26	0.79	0.63	-1.30	1.17	-3.84
	VSMGX (VANGUA...R SHARES)	NA	0.72	0.74	0.55	0.50	NA	NA	0.51	0.97	0.87	1.45	-1.22	1.32	0.70	2.77	-0.87	3.75	0.83	-0.26	1.01	2.16	1.23	0.01	1.18	1.12	-0.98	0.39	1.34	0.49	1.49	2.09	-0.75	-0.59	-0.24	1.06	1.56	1.56	0.91	4.18	4.60	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Standard Deviation(%)	MullinTBG Syn... Moderate	NA	12.44	11.12	10.82	10.58	NA	NA	9.53	13.50	10.83	8.12	12.42	9.46	18.13	6.15	9.59	5.69	8.44	8.97	7.12	7.06	7.06	15.14	12.06	11.21	5.98	12.18	8.46	6.09	7.94	4.97	3.90	4.96	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	19.84	17.20	17.42	18.48	NA	NA	18.10	24.09	12.67	13.09	24.19	13.11	34.69	12.48	17.11	6.68	13.11	15.51	11.39	11.07	12.74	23.36	18.07	27.22	40.99	16.02	10.04	10.29	11.10	17.04	25.96	21.55	22.20	18.17	20.48	18.21	11.77	7.77	9.92	8.83	9.93	14.69	16.06	13.09	17.07	33.80	16.55	11.67	12.80	13.62	18.09	14.61	16.53	23.80
	VSMGX (VANGUA...R SHARES)	NA	10.49	10.11	10.08	10.41	NA	NA	11.48	12.31	7.69	8.26	14.34	7.62	19.08	6.43	8.81	3.80	8.31	8.51	6.28	6.80	7.99	14.68	11.10	18.01	27.95	10.37	7.43	6.96	7.25	10.38	15.37	12.42	12.30	10.07	11.65	9.10	7.74	5.41	15.57	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Draw Down(%)	MullinTBG Syn... Moderate	NA	18.77	18.77	18.77	19.26	NA	NA	19.26	13.58	10.30	5.46	15.51	4.47	19.26	3.79	12.76	2.59	6.01	9.69	6.10	6.87	4.83	12.12	7.66	6.42	3.14	10.12	10.43	4.64	11.78	1.90	2.10	3.44	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	18.76	18.76	24.59	33.83	NA	NA	55.25	18.76	8.45	9.97	24.59	5.14	33.83	6.63	19.40	2.60	10.29	12.05	7.30	5.59	9.60	18.71	15.66	27.17	47.73	9.88	7.47	7.01	7.47	13.79	33.02	29.18	16.55	11.81	19.20	10.79	7.45	2.50	8.48	4.84	5.63	5.57	19.19	7.35	7.24	33.08	11.63	7.51	10.58	7.02	13.21	15.61	16.03	2.40
	VSMGX (VANGUA...R SHARES)	NA	9.62	12.88	22.29	22.43	NA	NA	41.18	9.62	4.17	8.15	21.74	3.53	22.43	3.12	11.47	1.14	6.20	8.34	4.70	5.67	6.27	12.90	8.64	19.61	36.81	6.11	6.13	4.74	5.89	8.91	20.06	17.93	8.77	6.26	11.99	6.02	4.75	1.82	1.89	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Yield(%)	MullinTBG Syn... Moderate	NA	4.90	3.92	3.92	4.64	NA	NA	0.00	NA	0.92	5.16	2.11	4.89	3.50	8.93	3.75	3.66	2.96	9.00	5.07	3.15	2.78	3.80	2.44	3.31	4.09	14.40	20.69	8.25	5.48	4.83	4.69	5.54	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VSMGX (VANGUA...R SHARES)	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA

Data as of 03/31/2025, AR inception is 12/31/2000

Asset Allocation Composite Model Portfolio

The following model portfolio is based on the MyPlanIQ Asset Allocation Composite (AAC) strategy.

Name	YTD Return	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR	20Yr AR	Inception
MullinTBG Synopsys Deferred Compensation Plan Asset Allocation Composite Moderate	NA	16.13%	1.09%	5.37%	5.77%	6.87%	7.41%	8.01%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES)	NA	34.25%	10.57%	15.70%	13.31%	14.08%	10.54%	8.97%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES)	NA	18.09%	3.51%	6.88%	6.22%	7.13%	6.08%	5.92%

	Ticker/Portfolio	Last 1 Week	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Inception	YTD	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983	1982	1981	1980	1979
Annualized Return (%)	MullinTBG Syn... Moderate	0.90	16.13	1.09	5.37	5.77	6.87	7.41	8.01	NA	4.70	7.16	-14.60	7.94	16.20	21.29	-4.36	11.38	10.19	-3.77	7.57	13.01	11.44	2.12	10.10	15.06	-0.23	8.69	13.37	7.63	13.93	20.24	3.43	2.31	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	1.08	34.25	10.57	15.70	13.31	14.08	10.54	8.97	NA	24.84	26.12	-18.24	28.53	18.74	31.33	-4.55	21.66	11.83	1.23	13.52	32.17	15.82	1.96	14.91	26.52	-37.02	5.39	15.64	4.77	10.74	28.50	-22.17	-12.03	-9.05	21.08	28.62	33.18	22.87	37.45	1.18	10.15	8.24	32.05	-3.33	28.37	14.92	3.97	9.30	22.60	3.67	17.07	19.25	-8.55	27.89	-2.07
	VSMGX (VANGUA...R SHARES)	1.16	18.09	3.51	6.88	6.22	7.13	6.08	5.92	NA	10.28	15.51	-16.01	10.08	13.59	19.30	-6.28	14.86	7.09	-2.21	6.38	14.73	9.78	0.12	13.14	20.35	-26.49	7.21	13.30	5.68	11.76	22.40	-10.34	-4.78	1.27	14.09	21.59	17.90	10.77	26.58	2.04	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Sharpe Ratio	MullinTBG Syn... Moderate	NA	-0.18	-0.48	0.27	0.45	NA	NA	0.80	0.28	-0.23	0.44	-1.70	0.97	1.70	3.18	-0.64	2.39	1.47	-0.52	1.25	1.91	1.60	0.15	1.05	1.44	-0.17	0.57	1.47	0.83	1.81	3.75	1.45	0.01	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	0.58	0.95	0.84	0.66	NA	NA	0.45	0.51	1.67	1.73	-0.82	2.17	0.53	2.39	-0.35	3.16	0.89	0.08	1.19	2.90	1.25	0.08	0.82	0.97	-0.92	0.14	1.22	0.24	0.88	1.63	-0.90	-0.68	-0.60	0.97	1.23	1.61	1.62	4.31	-0.19	0.90	0.57	1.91	-0.55	1.71	0.59	-0.01	0.30	1.47	-0.26	0.79	0.63	-1.30	1.17	-3.84
	VSMGX (VANGUA...R SHARES)	NA	0.72	0.74	0.55	0.50	NA	NA	0.51	0.97	0.87	1.45	-1.22	1.32	0.70	2.77	-0.87	3.75	0.83	-0.26	1.01	2.16	1.23	0.01	1.18	1.12	-0.98	0.39	1.34	0.49	1.49	2.09	-0.75	-0.59	-0.24	1.06	1.56	1.56	0.91	4.18	4.60	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Standard Deviation(%)	MullinTBG Syn... Moderate	NA	8.26	8.12	8.39	7.72	NA	NA	7.73	7.57	8.33	6.64	9.37	8.13	9.37	6.26	8.81	4.49	6.77	7.36	6.03	6.79	7.10	13.87	9.53	10.43	6.64	9.95	6.87	6.61	7.17	5.21	1.60	0.05	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	19.84	17.20	17.42	18.48	NA	NA	18.10	24.09	12.67	13.09	24.19	13.11	34.69	12.48	17.11	6.68	13.11	15.51	11.39	11.07	12.74	23.36	18.07	27.22	40.99	16.02	10.04	10.29	11.10	17.04	25.96	21.55	22.20	18.17	20.48	18.21	11.77	7.77	9.92	8.83	9.93	14.69	16.06	13.09	17.07	33.80	16.55	11.67	12.80	13.62	18.09	14.61	16.53	23.80
	VSMGX (VANGUA...R SHARES)	NA	10.49	10.11	10.08	10.41	NA	NA	11.48	12.31	7.69	8.26	14.34	7.62	19.08	6.43	8.81	3.80	8.31	8.51	6.28	6.80	7.99	14.68	11.10	18.01	27.95	10.37	7.43	6.96	7.25	10.38	15.37	12.42	12.30	10.07	11.65	9.10	7.74	5.41	15.57	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Draw Down(%)	MullinTBG Syn... Moderate	NA	6.79	17.60	18.70	18.70	NA	NA	18.70	1.83	6.79	5.90	15.72	3.86	9.02	2.81	11.47	2.11	4.32	8.85	4.18	5.72	5.35	11.66	7.26	6.44	5.76	6.15	6.83	4.27	8.07	2.38	0.98	0.00	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	18.76	18.76	24.59	33.83	NA	NA	55.25	18.76	8.45	9.97	24.59	5.14	33.83	6.63	19.40	2.60	10.29	12.05	7.30	5.59	9.60	18.71	15.66	27.17	47.73	9.88	7.47	7.01	7.47	13.79	33.02	29.18	16.55	11.81	19.20	10.79	7.45	2.50	8.48	4.84	5.63	5.57	19.19	7.35	7.24	33.08	11.63	7.51	10.58	7.02	13.21	15.61	16.03	2.40
	VSMGX (VANGUA...R SHARES)	NA	9.62	12.88	22.29	22.43	NA	NA	41.18	9.62	4.17	8.15	21.74	3.53	22.43	3.12	11.47	1.14	6.20	8.34	4.70	5.67	6.27	12.90	8.64	19.61	36.81	6.11	6.13	4.74	5.89	8.91	20.06	17.93	8.77	6.26	11.99	6.02	4.75	1.82	1.89	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Yield(%)	MullinTBG Syn... Moderate	NA	4.32	4.48	5.72	5.50	NA	NA	4.94	NA	0.79	4.22	3.18	5.77	4.07	11.97	4.64	4.90	6.25	6.92	4.42	3.81	2.31	3.55	2.39	3.17	3.44	9.52	9.31	5.54	6.00	3.80	1.23	2.31	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VSMGX (VANGUA...R SHARES)	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA

Data as of 11/29/2024, AR inception is 12/31/2000

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