Crockett Family Portfolio

As Of Agent Client Goals Initial Value Current Value Analysis Sector Percentages
25% Portfolio S&P 500

April 30, 2013 Ajita Gupte Brian and Tammy Crockett Moderate growth/risk $243,000.00 $318,900.00 Region North America Latin America United Kingdom Europe Africa/Middle East Japan Australasia Asia
Consumer

20%
15% 10%

5%
0%

% of Assets 62.84% 1.91% 4.21% 7.95% 6.91% 4.85% 3.91% 7.42% % of Assets 64.75% 19.07% 16.18%

Hardware

Consumer

Telecomm

Industrial

Software

Financial

Healthcare

Energy

Business

Utilities

Media

Information

Services

Manufacturing

Area Americas Greater Europe Greater Asia

Performance Best/Worst Growth Periods* Best Worst 14.87% -36.66% 01/10/2007 01/07/2008

3-Month Period

Portfolio Value
$350,000

$300,000

1-Year Period

Best Worst 8.14% -17.38% 01/04/2010 01/02/2008

$250,000

$200,000

2003

2005

2007

2009

2011

2013

3-Year Period

Best Worst 5.35% -2.86% 01/02/2009 01/02/2006

* annualized growth

Sample of Portfolio Report Worksheet made in Excel with Charts, Data Bars and Sparklines