Okay, why don't we go right into that with the one page that has a total rate of return with a composite? Perfect. So you can see here the total and I would say this is preliminary on these monthly flash reports. What we're doing is we're rolling over the market values for the alternative investment portfolios, those valuations are given to us on a quarterly basis with quarterly lagged actually. So you look here, predecessor collimator, because we don't have updated market values are things like private equity portfolio, private real estate portfolio, etc. So these numbers are, you can see the total market value assets at the end of August was just over 1.6 billion. Moving left to right, you'll see that first column, which is the month of August, the overall composite was down 1.7% slightly outperformed the policy index return, which was down 1.8. Just as a reminder, that policy index is that investment strategy that has been adopted, and we're assuming that would be fully indexed. And it's static as well. As you know, the portfolio moves around as the market moves around. So when we're looking at that comparison, obviously, we want to be able to outperform that policy index on an after fee basis, over kind of full market cycle as you can see, when we look here, sorry, Can Can you pull that down just a little bit, it's getting cut off on my top. By daily like that, that's fine. You can see across the board there, when you look over the longer trailing periods of time, the portfolio is outperforming that policy index. Now on the shorter term, you'll see the year to date column, which is January one to August 31. You are seeing underperformance relative to the policy index. The bulk of that underperformance is coming from the domestic equity portfolio, you can see a total equity portfolio which comprises about 46.3% of the total portfolio. So obviously the biggest driver of performance. So that's combining both your non US and your US exposure. So you can see that 46.3% is broken down you'll see the total domestic equity composites just under 29% of the overall portfolio and the total international equity is about 80%. So you strategically have an overweight to us and that has benefited the portfolio. But you can see there that total domestic equity portfolio performance and is underperforming the Russell 3000 index. A big piece of that underperformance can correlate back to tobacco, which is one of the managers in the large cap portfolio. So one of the things that the committee is going to be looking at is twofold as we start to implement the global equity strategies, is also taking a look at the active managers within the large cap portfolio and making determinations if we want to stay with those managers or go to more of a passive approach. So tolovana has been significantly underperforming their benchmark. More to come on that but you can see the year to date 11.7 versus 80%. On the non US equity side, you can see 7.9 versus 9.2%. So also slightly trailing a big piece of the underperformance in that non US equity portfolio is the value bias within the Mondrian portfolio. But again, with the decision to move to global equity, all of those managers eventually when some final decisions are made and contracts are negotiated for global equity, those managers will all be liquidated and those monies will be transferred to the global equity portfolio. You can see the total fixed income portfolio which comprises about 26% of the overall portfolio on a relative basis, obviously absolute return, you can see 3.1% Certainly underperforming the equity marketplace, but relative to the benchmark significantly outperforming we can see that 3.1 versus 1.4. And if you look over the longer trailing periods of time you can see significant outperformance specifically, if you look, you know, in a negative market, you can see down 4.4% the portfolio's up positive 2.8%. But again, over all time periods now you can see that fixed income portfolio forming a lot of that does have to do with some of that private debt credit opportunity allocations. Again, more to come on that we could potentially be looking at reallocating some back into investment rates for fixed income, given the higher interest rate environment. And again, potentially looking at ways to slightly de risk that portfolio. You can see the private equity portfolio and employment every basis of five nine versus three, nine, the diversifying strategies portfolio has been very additive to performance, that portfolio was was was built out to kind of provide some downside protection, it has done very well, we'll be looking at some of those underlying strategies, and potentially making some changes to that. And then finally, when you look at the real estate portfolio, you can see here today, you know, we've talked, you know, real estate continues to be that one asset class is feeling the impacts and kind of his post COVID world, specifically the office sector, as businesses are trying to make determinations on cutting back to work, you're seeing many companies, you know, downsizing their office space, so the demand for Office has declined substantially. And that's having a big impact on valuations. I would note, the investment committee did take action to step back and remind everyone, we are not allocating new dollars to real estate, we've been looking at ways to potentially to get some liquidity from that real estate portfolio, until the Investment Committee took action for staff and NTPC. to liquidate, I think it's up to $30 million from the open end core real estate managers, there are cues for those real estate managers meeting, it might take some time to get some of that money out. But we will be looking to get some liquidity out of the overall real estate portfolio itself. And then finally, you'll see a real asset portfolio of 3.5% underperforming that broad base benchmark isn't a great benchmark when underperforming that broad base benchmark here, we are going to discussions about the MLP strategies within the portfolio and potentially look at making a determination and we want to continue to have MLPs are there other liquid real asset strategies that we might want to allocate? So again, more to come on? I'll stop and pause there again, Tom or Kevin, if you have anything you'd like to add. But again, in summary, you know, next steps are to look at some of the active strategies within that US equity bucket and make determinations on everyone had to take some of that active management away and redeploy into