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Index Portfolio 50 Risk Profile: Moderate

Suitable for investors who have 8 years before needing approximately 20% of their investments and are willing to accept a moderate degree of volatility in order to achieve moderate portfolio growth.

General Allocation of Global Indexes 50% Stock Indexes 50% Bond Indexes

Simulated Returns and Volatility Data 1 yr 3 yrs 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

1.14

1.10

0.96

1.12

1.21

1.64

1.85

Annualized Return (%) 14.20

9.77

-3.59

12.45

6.52

10.38

6.37

7.19

9.72

8.22

7.05

10.05

11.23

7.82

10.16

9.18

8.33

8.43

11.37

Annualized Std.Devation (%)

5.46

4.01 103.34 893.23

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

Growth of $1: 50 Years (1/1/1964 - 12/31/2013) - Log Scale $103

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

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