The graph is delivered in a standard black & white softcopy via email.  Colorization of the graph or hardcopy delivery is available for an additional charge.

All clients receive a copy of their performance graph, a total return data summary page for EDGAR Filing requirements and a company total return worksheet.  The company total return worksheet contains all calculations including the  number of shares purchased, dividend reinvestment on ex-dividend date (if dividends were paid), increase in number of shares owned, split-adjusted closing stock prices, split-adjusted per share dividend amounts and year-end dollar values.

Self-constructed industry peer group clients receive a total return worksheet for each member of the peer group in addition to the peer group cumulative total return worksheet.