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Quarterly Update

Victory Financial logo: VF

512-763-7671

info@victoryfinancialgroup.com

6500 River Place Blvd

Building 1, Suite 203

Austin, TX, 78730

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Victory Financial is an SEC Registered Investment Advisor | CRD # 324943

© Copyright 2026 Victory Financial. All rights reserved.

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Appropriately licensed individuals are registered to offer Investment Advisory Services through Victory Financial Group, LLC (“VFG”), an SEC Registered Investment Adviser. VFG does not provide tax or legal advice and is not a certified public accountant. Any decisions on whether to implement any ideas on this website should be made by the client in consultation with professional financial, tax, and legal counsel. This site is published for residents of the United States only. Investment Advisor Representatives of VFG may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the VFG Compliance Department at (512) 763-7671.These materials have been independently produced by Victory Financial Group. Victory Financial Group is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Victory Financial Group provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

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*To calculate the Compound Annual Growth Rate (CAGR) from April 2023 to March 2026, we used the formula:
CAGR = (Ending Value / Beginning Value)^(1 / Number of Years) – 1.

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