through: Mar 26, 2015

ETF Performance Summary

Symbol ETF Assets * 1-Day Rtn Year-To-Date Return 2014 2013 2012

U.S. Equity

DIA SPDR Dow Jones Industrial Average $12,320 -0.2%
-0.3%
+9.8% +29.6% +9.9%
IWM iShares Russell 2000 Index Fund $28,163 -0.1%
+2.6%
+5.0% +38.7% +16.7%
QQQ PowerShares Nasdaq-100 Index $39,935 -0.3%
+2.0%
+19.2% +36.6% +18.1%
SPY SPDR S&P 500 Index $193,993 -0.2%
+0.3%
+13.5% +32.3% +16.0%
VTI Vanguard Total U.S. Stock Market $55,117 -0.2%
+1.0%
+12.5% +33.5% +16.5%

International Equity

ACWI iShares MSCI All-World ACWI Index $6,530 -0.5%
+2.7%
+3.8% +22.3% +16.8%
EFA iShares MSCI EAFE $55,739 -0.9%
+6.8%
-6.2% +21.4% +18.8%
VEU Vanguard FTSE All-World ex-US $12,843 -0.8%
+4.8%
-4.5% +14.2% +18.9%

Emerging Markets Equity

EWX SPDR S&P Emerging Markets Small Cap $472 +0.0%
-0.5%
-1.9% +1.9% +26.6%
VWO Vanguard FTSE Emerging Markets $47,139 -0.6%
+0.1%
-0.1% -4.9% +19.2%

U.S. Treasury Bonds/TIPS

IEF iShares Barclays 7-10 Yr Treasury (7-8yr) $7,373 -0.6%
+1.9%
+9.1% -6.1% +3.7%
TIP iShares Barclays TIPS $12,727 -0.5%
+1.4%
+3.6% -8.5% +6.4%

Corporate/Credit Bonds

CSJ iShares Barclays 1-3 Year Credit (2yr) $10,947 +0.0%
+0.4%
+0.7% +1.2% +2.8%
LQD iShares iBoxx Invest Grade Bond (7-8yr) $22,107 -0.6%
+1.7%
+8.2% -2.0% +10.6%
VCLT Vanguard Long-Term Corp Bond (12+yr) $1,404 -1.2%
+1.8%
+16.4% -5.2% +10.8%

Quasi-Equity: REITs, Preferreds, MLPs etc

AMLP ALPS Alerian MLP Infrastructure Index $9,058 +0.0%
-4.1%
+4.8% +18.6% +1.9%
PFF iShares S&P US Preferred Stock Index $12,697 +0.0%
+2.5%
+14.1% -1.0% +18.2%
VNQ Vanguard MSCI U.S. REIT $28,434 -0.5%
+4.0%
+30.4% +2.3% +17.6%

Commodities

DBC PowerShares DB Commodity Index $3,699 +1.2%
-5.0%
-28.1% -7.6% +3.5%
GLD SPDR Gold Shares $29,992 +0.7%
+1.7%
-2.2% -28.3% +6.6%

Int'l Bonds / Currencies

BWX SPDR Barcap Global Ex-U.S. Bond (6-7yr) $1,842 -0.4%
-3.3%
-2.5% -3.6% +5.8%
ELD WisdomTree Emerg Mkts Local Debt (4-5yr) $567 -0.5%
-3.0%
-5.9% -10.8% +14.4%
UUP PowerShares DB U.S. Dollar Index $1,179 +0.4%
+7.0%
+11.4% -1.3% -2.9%

Derivatives - Leveraged and Volatility Products

SSO +2x ProShares Leveraged Long S&P 500 $2,123 -0.5%
-0.1%
+25.5% +70.5% +31.0%
All returns are Total Return: calculated using market prices and include any dividends
* Total Net Assets (million) as of end Feb-2015