As a charterholder, you are committed to adhering to the CFA Institute's Code of Ethics and Standards of Professional Conduct. One of your responsibilities includes ensuring that performance presentations are accurate and not misleading to clients. In your role as an investment advisor, you prepare performance reports for your clients that highlight your investment strategy and results.
You receive an inquiry from a potential client who asks about your firm's past performance. To showcase your capabilities, you intend to share a performance report.
Which of the following actions would best align with the Standards concerning performance presentation?