Q4 2022

EDWIN KERLEY

EDWIN KERLEY MONTHLY GDC DATA THROUGH: DECEMBER 2022 2019 JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC AVG: TOT:

$ $ $ $ $ $ $ $ $ $ $ $ $ $

2020

370 59 306 292 65 362 484 266 473 2,849 554 6,308 1,032 12,388 % CHANGE:

$ $ $ $ $ $ $ $ $ $ $ $ $ $

7,239 5,194 5,976 6,218 6,292 5,984 8,700 6,746 7,732 8,292 6,412 6,470 6,771 81,254 555.9%

2021 $ $ $ $ $ $ $ $ $ $ $ $ $ $

8,077 7,296 6,281 11,822 10,166 10,033 18,612 11,477 14,335 23,641 13,728 11,290 12,230 146,758 80.6%

$ $ $ $ $ $ $ $ $ $ $ $ $ $

2022 26,284 12,044 8,799 24,839 9,583 8,845 21,375 7,223 16,035 21,340 6,726 6,788 14,157 169,881 15.8%

MONTHLY SUMMARY by YEAR $30,000 $25,000 $20,000 $15,000 $10,000 $5,000 $JAN

FEB MAR APR MAY JUN

JUL AUG SEP OCT NOV DEC

EDWIN KERLEY GDC by PRODUCT DATA THROUGH: DECEMBER 2022

PRODUCT SUMMARY by YEAR 2019 BONDS MUTUAL FUNDS OTHER EQUITIES FIXED ANNUITIES VARIABLE ANNUITIES LIFE INSURANCE VAR UNV LIFE ALT INVEST TRAILS - EQUITY TRAILS - INSURANCE GPS MGD ACCTS MGD ACCT 3RD PTY OTHER MGD ACCTS TOTALS:

$ $ $ $ $ $ $ $ $ $ $ $ $ $

1,313 883 7,692 2,500 12,388

2020 $ $ $ $ $ $ $ $ $ $ $ $ $ $

3,209 5,341 66,751 5,399 554 81,254

2021 $ $ $ $ $ $ $ $ $ $ $ $ $ $

2,486 4,758 1,647 110,622 5,882 21,362 146,758

2022 $ $ $ $ $ $ $ $ $ $ $ $ $ $

9,299 5,406 329 95,473 5,106 53,700 568 169,881

2022 YTD % ANALYSIS INS TRLS 3.0%

EQTY TRLS 56.2%

MGD ACCT 3RD PTY 31.6%

MUTUAL FUNDS 5.5% OTHER EQUITIES 3.2%

EDWIN KERLEY GROSS TRANSACTIONS DATA THROUGH: DECEMBER 2022 2019 JAN $ FEB $ MAR $ APR $ MAY $ JUN $ JUL $ AUG $ SEP $ OCT $ NOV $ DEC $ AVG: $ TOT: $

6,024 1,669 4,173 1,788 1,937 5,282 5,074 9,966 7,826 3,604 27,939 50,418 10,475 125,698 % CHANGE:

$ $ $ $ $ $ $ $ $ $ $ $ $ $

2020 57,240 128,478 249,477 87,409 497,884 88,999 27,924 221,526 967,337 539,167 68,439 48,657 248,545 2,982,536 2272.8%

$ $ $ $ $ $ $ $ $ $ $ $ $ $

2021 231,970 27,418 109,766 41,365 104,232 54,613 46,180 60,580 107,956 139,788 590,016 148,184 138,506 1,662,068 -44.3%

$ $ $ $ $ $ $ $ $ $ $ $ $ $

2022 1,460,329 133,095 132,574 111,021 9,943 35,172 169,353 5,005 805,821 18,875 29,337 104,429 251,246 3,014,955 81.4%

$1,600,000 $1,400,000 $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $200,000 $JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC

ACCOUNTS

CLIENTS

AUM

546

347

$36,424,518