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Index Portfolio 75

Risk Profile: Moderately Aggressive Suitable for investors who have at least 13 years before needing approximately 20% of their investments and are willing to accept a higher degree of volatility in order to achieve higher portfolio growth potential.

General Allocation of Global Indexes 75% Stock Indexes 25% Bond Indexes

Simulated Returns and Volatility Data 3 yrs 1 yr 1 yr 1 yr 1 yr ending ending ending ending 20112013 2012 2011 2010 2013 Growth of $1 ($)

5 yrs 10 yrs 20 yrs 50 yrs 86 yrs 2009- 2004- 1994- 1964- 19282013 2013 2013 2013 2013

1.22

1.14

0.94

1.18

1.30

2.00

2.17

5.34 236.18

Annualized Return (%) 21.76

14.07

-6.08

17.56

9.27

14.81

8.07

8.74

11.55

9.92

10.38

15.46

16.99

11.72

15.25 13.94

12.61

12.25

16.83

Annualized Std.Devation (%)

7.66

3,398

Annual Returns: 50 Years (1/1/1964 - 12/31/2013)

Growth of $1: 50 Years (1/1/1964 - 12/31/2013) - Log Scale $236

Sources, Updates, and Disclosures: ifabt.com, Appx A

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