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Team CountyTehama Co. Invest. Portfolio Management Portfolio Summary February 29, 2024Par ValueInvestments Cash Supermarket Facebook Value of PortfolioTermDays to Maturity 360 Equiv.ATM 365 Equiv.1,381,162.541,381,162.541,381,162.540.47115.1055.1761,000.00993.541,000.000.00114.0934.150MM

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01

Collect all necessary financial information including risk tolerance, investment goals, and time horizon.

02

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Model portfolios refer to a collection of investment options that are pre-constructed by J.P. Morgan Asset Management.

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Information such as fund names, asset allocation percentages, performance data, and benchmarks must be reported on model portfolios.

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