Stance Equity ESG Large Cap Core Investment Performance

Investment (as of 6/30/2024)	Last 3 Months	YTD	Last 1 Year	Last 3 Years*	Last 5 Years*	Last 10 Years*	ITD*
Stance Equity (Gross)	-2.72%	4.92%	10.34%	4.90%	12.19%	12.77%	12.57%
Stance Equity (Net)	-2.83%	4.66%	9.78%	4.38%	11.53%	11.96%	11.77%
S&P 500 TR	4.28%	15.29%	24.56%	10.01%	15.05%	12.86%	12.95%

Investment (as of 6/30/2024)

Last 3 Months

YTD

Last 1 Year

Last 3 Years*

Last 5 Years*

Last 10 Years*

ITD*

Stance Equity (Gross)

-2.72%

4.92%

10.34%

4.90%

12.19%

12.77%

12.57%

Stance Equity (Net)

-2.83%

4.66%

9.78%

4.38%

11.53%

11.96%

11.77%

S&P 500 TR

4.28%

15.29%

24.56%

10.01%

15.05%

12.86%

12.95%

Trailing Period (as of 6/30/2024)	Stance Equity (Gross)	Stance Equity (Net)	S&P 500 TR Index
Inception Return (Annualized)	12.57%	11.77%	12.95%
Standard Deviation	14.11%	14.07%	15.05%
Beta	0.85	0.85	1.00
Alpha	1.54%	0.84%	0.00%

Trailing Period (as of 6/30/2024)

Stance Equity (Gross)

Stance Equity (Net)

S&P 500 TR Index

Inception Return (Annualized)

12.57%

11.77%

12.95%

Standard Deviation

14.11%

14.07%

15.05%

Beta

0.85

1.00

Alpha

1.54%

0.84%

0.00%

Stance Capital, LLC claims compliance with the Global Investment Performance Standards (GIPS®).

Stance Capital, LLC is a Registered Investment advisor (RIA) with the Securities and Exchange Commission, primarily focused on constructing and bringing to market public equity portfolios that mitigate material risk and generate excess returns while at the same time allowing investors to align their capital with their belief systems.

To obtain a compliant presentation and the firm’s list of composite descriptions, email bdavis@stancecap.com.

Performance

January 1, 2024 - March 31, 2024