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The attached table is presented for informational purposes only. Past performance is no guarantee of future results. An investor cannot invest directly in an index.
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Source: Zephyr

U.S. 90-Day Treasury Bill Index is an index based upon the average monthly yield of the 90-Day Treasury Bills. Treasury bills are secured by the full faith and credit of the U.S. Government and offer a fixed rate of return.

The Barclays Aggregate Index tracks the performance of the overall bond market and is a broad measure of the performance of government and corporate fixed-rate debt issues.

The MSCI EAFE® Index (Europe, Australasia, Far East) is a free float-adjusted market capitalization index that is designed to measure developed market equity performance, excluding the US & Canada. As of June 2006 the MSCI EAFE Index consisted of the following 21 developed market country indices: Australia, Austria, Belgium, Denmark, Finland, France, Germany, Greece, Hong Kong, Ireland, Italy, Japan, the Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland and the United Kingdom. It is calculated on a total return basis divided by net dividends, with foreign taxes withheld.

The Russell 1000 consists of the 1000 largest securities in the Russell 3000 Index, and this large cap (market-oriented) index is highly correlated with the S&P500 Index.

The Russell 1000® Growth Index measures the performance of the Russell 1000 companies with higher price-to-book ratios and higher forecasted growth values.

The Russell 1000® Value Index measures the performance of those Russell 1000 Index companies with lower price-to-book ratios and lower forecasted growth values.

The Russell MidCap Index consists of the 800 smallest companies in the Russell 1000 Index as ranked by total market capitalization.

The Russell MidCap® Growth Index measures the performance of those Russell MidCap companies with higher price-to-book ratios and higher forecasted growth values. (A price-to-book ratio is the price of a stock compared to the difference between a company’s assets and liabilities.)

The Russell MidCap® Value Index measures the performance of those Russell MidCap companies with lower price-to-book ratios and lower forecasted growth values. (A price-to-book ratio is the price of a stock compared to the difference between a company’s assets and liabilities.) The stocks are also members of the Russell 1000 Value index.

The Russell 2000 Index is comprised of the 2,000 smallest companies in the Russell 3000 Index.

The Russell 2000® Growth Index measures the performance of those Russell 2000 companies with higher price-to-book ratios and higher forecasted growth values.

The Russell 2000® Value Index measures the performance of those Russell 2000 Index companies with lower price-to-book and lower forecasted growth values.

The S&P 500 Index is a capitalization-weighted, composite index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.

The attached table is presented for informational purposes only. Past performance is no guarantee of future results. An investor cannot invest directly in an index. Diversification does not assure against market loss. All investments involve risks, including possible loss of principal. There may be additional risks associated with international investing including foreign, economic, political, monetary, and/or legal factors. International investing may not be suitable for all investors. Stocks of small- and mid-capitalization companies tend to involve more investment risk than stocks of larger companies. The historical data contained herein has been compiled from sources deemed to be reliable but its accurateness and completeness are not guaranteed.

Securities provided through David A. Noyes & Company Member NYSE, FINRA, SIPC

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