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Index Portfolio 25 Risk Profile: Conservative

Suitable for investors who have 5 years before needing approximately 20% of their investments and are willing to accept a conservative degree of risk for incremental appreciation with emphasis on capital preservation.

General Allocation of Global Indexes 25% Stock Indexes 75% 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

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

Growth of $1 ($)

1.07

1.05

0.99

1.07

1.11

1.33

1.52

2.85

Annualized Return (%)

6.65

5.47

-1.09

7.35

3.62

5.81

4.29

5.38

7.63

6.13

Annualized Std.Devation (%)

3.19

3.62

4.96

5.46

4.00

5.17

4.63

4.24

4.89

6.14

39.60 166.85

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

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

$40

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

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