Model Allocations & Expense Ratios Panoramic Master Model Allocations & Expense Ratios Monthly Model Portfolio Returns Panoramic Model Portfolio Net ReturnsPanoramic Model Portfolio Net & Gross ReturnsPanoramic +Alts Model Portfolio Net ReturnsPanoramic +Alts Model Portfolio Net & Gross Returns Panoramic Model Fact Sheets 0% Equity/100% Fixed Income10% Equity/90% Fixed Income20% Equity/80% Fixed Income30% Equity/70% Fixed Income40% Equity/60% Fixed Income50% Equity/50% Fixed Income60% Equity/40% Fixed Income70% Equity/30% Fixed Income80% Equity/20% Fixed Income90% Equity/10% Fixed Income100% Equity/0% Fixed Income Panoramic Tax-Managed Model Fact Sheets 0% Equity/100% Fixed Income10% Equity/90% Fixed Income20% Equity/80% Fixed Income30% Equity/70% Fixed Income40% Equity/60% Fixed Income50% Equity/50% Fixed Income60% Equity/40% Fixed Income70% Equity/30% Fixed Income80% Equity/20% Fixed Income90% Equity/10% Fixed Income100% Equity/0% Fixed Income Capital Gains Distributions 2022 – Panoramic Fund Level Tax Distribution2021 – Panoramic Fund Level Tax Distribution2020 – Panoramic Fund Level Tax Distribution2019 – Panoramic Fund Level Tax Distribution Fixed Income Statistics 2023 Panoramic Fixed Income StatisticsQ1 2024 Panoramic Fixed Income Statistics Panoramic Dynamic Defense Panoramic Dynamic Defense Fixed IncomePanoramic Dynamic Defense Global Equity
