Trust Examiner School - September 2023

Inception Date

Total Managed 5.36% 7.92% 15.08% 8.30% 02/28/2015 Income W/ Growth Taxable Benchmark 4.09% 6.35% 12.19% 7.55% 02/28/2015 Cash & Short Term 0.01% 0.01% 0.66% 0.85% 02/28/2015 B of A Merrill Lynch 3 Month T-Bill 0.00% 0.02% 0.86% 0.96% 02/28/2015 Fixed Income 1.22% -0.21% 3.93% 2.75% 04/30/2015

Barclays Interm Gov/Credit Index 0.98% -0.90% 3.60% 2.73% 04/30/2015 Equities 7.81% 12.73% 21.59% 12.70% 04/30/2015

Diversified Equity Benchmark 7.35% 13.89% 20.70% 12.42% 04/30/2015

July 20, 2021

Since

Inception

xxx Unified Credit Tr

QTD YTD 2 Year

Account

2/15 6/15 10/15 2/16 6/16 10/16 2/17 6/17 10/17 2/18 6/18 10/18 2/19 6/19 10/19 2/20 6/20 10/20 2/21 6/21 4/15 8/15 12/15 4/16 8/16 12/16 4/17 8/17 12/17 4/18 8/18 12/18 4/19 8/19 12/19 4/20 8/20 12/20 4/21

Cash & Short Term 3,990.06 1.6 $1.60 $1.50

Fixed Income 85,877.17 34.7 $1.40

Equities 157,358.94 63.6 $1.30

Total $247,226.17 100.0% $1.20 $1.10 $1.00 $0.90

$1.70

Allocation Growth of $1

Page 12 of 12

Portfolio Performance Summary as of 6/30/2021

Category Market Value % Total

Performance

Account xxxxx Market values include accruals; Performance class for Growth of $1 is Total Managed.