CAPITAL INVESTED
$250,000
Total currently invested
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Joel Willden
MONTHLY STATEMENT · AUGUST 2026
LIVE STATEMENT · DATA AS OF AUGUST 2026
investors@expeditionequity.com
expeditionequity.com
expeditionequity.com
POSITIONS
4
Active investments
ASSET CLASSES
2
Private Equity · Venture
NOTES FROM THE FOUNDER
We're now past the halfway point of the tax year, and this is the right time to plan — not December. By year-end, most of the good moves are off the table. If you want to walk through where your 2026 picture stands, we can look at strategies that may fit, including depreciation from tax-advantaged investments, cash value life insurance, and broader tax mitigation planning. Email us at investors@expeditionequity.com to set up a time.
PORTFOLIO ALLOCATION
BY POSITION
$250,000
INVESTED
ACTUAL — BY ASSET CLASS
2
CLASSES
TARGET — BY ASSET CLASS
Target
STRATEGIC
HOLDINGS DETAIL
| INVESTMENT | ASSET CLASS | CAPITAL INVESTED ▼ | % OF PORTFOLIO |
|---|
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Joel WilldenConfidential · For authorized investors only
© 2026 Expedition Equity · Dylan Reach, Founder & CEO. Capital invested figures reflect funded contributions made by the investor as of the statement date and do not reflect current fair-market value or realized returns. Target allocation reflects the firm's strategic asset-class targets for the platform overall and is not a recommendation specific to any single investor; actual investor allocation will vary based on commitments and timing of fund vintages. Past performance does not guarantee future results. This statement does not constitute an offer to sell or a solicitation of an offer to buy any security. Investments described are illiquid, speculative, and involve a high degree of risk including total loss of capital. Refer to each investment's offering documents for material terms and risk factors.