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1. Past performance is no guarantee of future results.
2. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.
3. Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations and do not include cash or transaction costs.
4. All graph data is as of the end of day for the referenced period, unless otherwise specified.