Five Year Performance

REVIEW BY QUARTERS**

Abraham Lincoln Family Trust ^

December 31, 2024

Quarter Ending: 2020 2021 2022 2023 2024
March -23.25% * 9.59% * 6.26% * 1.95% * 5.93% *
June 12.48% * 3.03% * -6.10%* 0.35% * 0.91% *
September 3.45% * -2.32% * -4.06% * 0.61% * 3.99% *
December 11.26% * 3.21% * 3.34% * 7.14% * 0.24% *
Annual -0.64% * 13.83% * -1.08% * 10.28% * 11.43% *

First performance reported March 31, 1988. * Taxable Equivalent

2019 17.46% * 2014 6% * 2009 23.55% * 2004 2.41% * 1999 0.56%* 1994 0.36%* 1989 16.36%
2018 -11.51% * 2013 13.45% * 2008 -1.42% * 2003 15.11% * 1998 -1.65% * 1993 4.08% * 1988 5.05% *
2017 9.44% * 2012 10.91% * 2007 5.65% * 2002 3.21% * 1997 13.76%* 1992 9.93%*
2016 8.71% * 2011 -1.19% * 2006 9.33% * 2001 8.56% * 1996 7.02%* 1991 20.55%*
2015 -6.4% * 2010 17.06% * 2005 1.56% * 2000 23.88% * 1995 13.90% * 1990 8.04%*

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