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Lunch & Learn Capital Markets Update 2026 James Tarkenton, CFA®, CAIA®, CFP®, CEPA® This material has been prepared by a third party that is unaffiliated with Townsend Asset Management Corp. and is provided for informational purposes only. Townsend considers this third-party source and information to be reliable, but its accuracy and completeness cannot be guaranteed. It may not represent the views of Townsend or its affiliates. It should not be considered investment advice, nor a recommendation to purchase or sell any particular Security. Past performance should not be relied on as an indicator of future results. All investing assumes a certain degree of risk, including loss of principal. Townsend has obtained permission to distribute this material. Townsend Asset Management Corp. is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Townsend Asset Management Corp. is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about the firm's investment advisory services can be found in its Form ADV Part 2 and Form CRS, which is available upon request. TAM-26-03.