CRM Including Calculator

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CRM Template
Christophe Bernard
Name Company Work Phone Email Address City Province Postal Notes Estimated Last Next Next Lead Lead Notes
Function Code Sale Contact Action Contact Status Source
Anderson, Jane ABC Corp Sales Manager 222-656-7890 busl@abccorp.com $ 10,000 1/25/2013 6.00 1/31/2013 Warm Website
Smithers, Joe ACME Business Dev. 111-234-5678 acme@acme.com $ 4,500 1/27/2013 7.00 2/3/2013 Active Email Loves chocolate
Jameson, Bill XYZ Plumbing Owner 444-555-6666 xyz@plumber.com $ 45,000 1/10/2015 5.00 1/15/2015 Cold Referral
Joe Blos 10/8/2015 5.00 10/13/2015 to be called in the morning
Client Assurance Hypothécaire, veux que
Wassila Aaras 5145578318 sisi012002@yahoo.fr 10/9/2015 5.00 10/14/2015 Warm
Referral Mari soit présent
Philippe Bernard 4189151136 philippe@mail.com 8/1/2023 10.00 8/11/2023
8/1/2023 5.00 8/6/2023
8/1/2023 2.00 8/3/2023
8/1/2023 2.00 8/3/2023
18119 Shireoak Dr. Quebec QC H0H 0H0 Loves chocolate 10.00
http://www.vertex42.com/ExcelTemplates/crm-template.html © 2010 Vertex42 LLC

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Address City Province Postal Notes

Code
18120 Shireoak Dr. Quebec QC H0H 0H1 Loves chocolate

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CONTACT LOG
[ Your Name ]
Contact Customer Purpose Method Notes

Date
1/18/2013 Smithers, Joe Phone This is an example of a note that wraps to a second line. For really
long notes, you could use cell comments.
10/9/2015 Wassila Aaras 1st Appointment Phone Client will get back to me. Sent test email at sisi012002@yahoo.fr in
order to book the appointment
Philippe Bernard Group Insurance Phone oefjaseodfisad

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CONTACT LOG
[ Your Name ]

Date

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Date

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SALES LOG
[ Your Name ]
← Insert Copied Columns to the Left
Date of Customer Annual Product Policy signed Notes
Sale Premium / and received
Amount by client
1/18/2013 Jameson, Bill $ 4,500 Life insurance Policy to be delivered

2/4/2013 Anderson, Jane $ 2,500
Joe Blos

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SALES LOG
[ Your Name ]
Amount by client

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SALES LOG
[ Your Name ]
Amount by client

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SALES LOG
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Amount by client

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Amount by client

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Amount by client

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Amount by client

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Amount by client

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SALES LOG
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Amount by client

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Amount by client

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Amount by client

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SALES LOG
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Amount by client

Lead Status Method Lead Source NO, NO Date Formats
Yes, No
Active Phone Email Yes, Yes Days Since Last Contact (<=)
Won Webinar Facebook 8/2/2023
Loss Face to Face LinkedIn 8/6/2023
Cold Email Referral 8/11/2023
Warm Other / see noWebsite
Newsletter Days Until Next Action (>=)
Face to face meeting 10
Client Referral 5
2
1
Product Purpose INSTRUCTIONS:
Life Insurance 1st Appointment Update the Lead Status and Lead Source
Investments Need Analysis what shows up in the drop-down lists in
Disability Investors' profile/ KYC
CI Seg Funds Edit the values in the green and yellow c
Referral to other dpt Mutual Funds settings used to conditionally format the
Mortgage Life Ins. and Next Contact columns in the CRM wo
Other/ see notes Disability Ins.
Critical Illness Ins.
Travel Insurance.
Group Insurance
Group Annuities
e the Lead Status and Lead Source lists to change
hows up in the drop-down lists in the CRM worksheet.
e values in the green and yellow cells to change the

s used to conditionally format the Last Contact
xt Contact columns in the CRM worksheet.
Home Mortgage Calculator
Borrower: Lender:
[Address, City, ST ZIP] [Address, City, ST ZIP]
Phone: [Phone] Phone: [Phone]
Mortgage Information Balance at a Specified Year

Loan Amount 300,000.00 Balance at Year … 5
Annual Interest Rate 2.00% Date 12/12/2019
Term Length (in Years) 30 Interest Paid 27,475.36
First Payment Date 1/1/2015 Principal Paid 50,300.54
Compound Period Monthly Outstanding Balance 249,699.46
Payment Frequency Acc Bi-Weekly [42]
Acc Bi-Weekly Payment 554.43 Summary

Years Until Paid Off 24.58
Home Value or Price 300,000.00 Number of Payments 639
Yearly Property Taxes 5,400.00 Last Payment Date 6/16/2039
Yearly H.O. Insurance 1,200.00 Total Payments 379,502.79
Monthly PMI 80.00 Total Interest 79,502.79
PITI Payment 845.20
Fixed-Rate or ARM
Extra Payments Variable or Fixed Rate Fixed Rate
Start at Payment No 1 Years Rate Remains Fixed 3
Extra Payment $ - Interest Rate Cap 12.00%
Payment Interval 1 Interest Rate Minimum 4.00%
Extra Annual Payment $ 1,000.00 Periods Between Adjustments 12
Payment # (1-26) 7 Estimated Adjustment 0.25%
Total Extra Payments 25,700.00 Highest Monthly Payment 554.43
Interest Savings 19,507.76
350,000 No Extra Payments 1200.0% Interest Rate History

Balance 1000.0%
300,000 800.0%
250,000 Totals Assuming No Extra Payments 600.0%
Total Payments $399,011 400.0%
200,000 200.0%
Total Interest $99,011 Payment #
Periods Per Year 26 0.0%
150,000
0 100 200 300 400 500 600 700 800 900
100,000
50,000
Tax Deduction
0
Tax Bracket 25.00%
9/8/...
10/22...
9/3/...
1/1/...
5/17/...
1/23/...
9/30/...
6/8/...
6/29/...
3/7/...
11/13...
12/26...
2/13/...
7/21/...
3/29/...
12/4/...
8/12/...
4/19/...
Effective Rate 1.500%

Tax Returned 19,876
Payment Schedule [42]

Payment Interest Interest Payment Extra Additional Principal Cmltv Tax
No. Date Year Rate Due Due Payments Payment Paid Balance Tax Returned Returned
$300,000.00
1 1/1/2015 2.000% 230.67 554.43 0.00 323.76 299,676.24 57.67 57.67
2 1/15/2015 2.000% 230.42 554.43 0.00 350.00 674.01 299,002.23 57.61 115.27
3 1/29/2015 2.000% 229.90 554.43 0.00 324.53 298,677.70 57.48 172.75
4 2/12/2015 2.000% 229.65 554.43 0.00 324.78 298,352.92 57.41 230.16
5 2/26/2015 2.000% 229.40 554.43 0.00 325.03 298,027.89 57.35 287.51
6 3/12/2015 2.000% 229.15 554.43 0.00 350.00 675.28 297,352.61 57.29 344.80
7 3/26/2015 2.000% 228.63 554.43 1,000.00 1,325.80 296,026.81 57.16 401.96
8 4/9/2015 2.000% 227.61 554.43 0.00 326.82 295,699.99 56.90 458.86
9 4/23/2015 2.000% 227.36 554.43 0.00 327.07 295,372.92 56.84 515.70
10 5/7/2015 2.000% 227.11 554.43 0.00 327.32 295,045.60 56.78 572.48
11 5/21/2015 2.000% 226.86 554.43 0.00 327.57 294,718.03 56.72 629.19
12 6/4/2015 2.000% 226.60 554.43 0.00 327.83 294,390.20 56.65 685.84
13 6/18/2015 2.000% 226.35 554.43 0.00 328.08 294,062.12 56.59 742.43
14 7/2/2015 2.000% 226.10 554.43 0.00 328.33 293,733.79 56.53 798.95
15 7/16/2015 2.000% 225.85 554.43 0.00 328.58 293,405.21 56.46 855.42
16 7/30/2015 2.000% 225.60 554.43 0.00 328.83 293,076.38 56.40 911.82
http://www.vertex42.com/Calculators/home-mortgage-calculator.html Page 72 of 110

17 8/13/2015 2.000% 225.34 554.43 0.00 329.09 292,747.29 56.34 968.15
18 8/27/2015 2.000% 225.09 554.43 0.00 329.34 292,417.95 56.27 1,024.42
19 9/10/2015 2.000% 224.84 554.43 0.00 329.59 292,088.36 56.21 1,080.63
20 9/24/2015 2.000% 224.58 554.43 0.00 329.85 291,758.51 56.15 1,136.78
21 10/8/2015 2.000% 224.33 554.43 0.00 330.10 291,428.41 56.08 1,192.86
22 10/22/2015 2.000% 224.08 554.43 0.00 330.35 291,098.06 56.02 1,248.88
23 11/5/2015 2.000% 223.82 554.43 0.00 330.61 290,767.45 55.96 1,304.84
24 11/19/2015 2.000% 223.57 554.43 0.00 330.86 290,436.59 55.89 1,360.73
25 12/3/2015 2.000% 223.31 554.43 0.00 331.12 290,105.47 55.83 1,416.56
26 12/17/2015 1 2.000% 223.06 554.43 0.00 331.37 289,774.10 55.77 1,472.32
27 12/31/2015 2.000% 222.80 554.43 0.00 331.63 289,442.47 55.70 1,528.02
28 1/14/2016 2.000% 222.55 554.43 0.00 331.88 289,110.59 55.64 1,583.66
29 1/28/2016 2.000% 222.29 554.43 0.00 332.14 288,778.45 55.57 1,639.23
30 2/11/2016 2.000% 222.04 554.43 0.00 332.39 288,446.06 55.51 1,694.74
31 2/25/2016 2.000% 221.78 554.43 0.00 332.65 288,113.41 55.45 1,750.19
32 3/10/2016 2.000% 221.53 554.43 0.00 332.90 287,780.51 55.38 1,805.57
33 3/24/2016 2.000% 221.27 554.43 1,000.00 1,333.16 286,447.35 55.32 1,860.89
34 4/7/2016 2.000% 220.25 554.43 0.00 334.18 286,113.17 55.06 1,915.95
35 4/21/2016 2.000% 219.99 554.43 0.00 334.44 285,778.73 55.00 1,970.95
36 5/5/2016 2.000% 219.73 554.43 0.00 334.70 285,444.03 54.93 2,025.88
37 5/19/2016 2.000% 219.47 554.43 0.00 334.96 285,109.07 54.87 2,080.75
38 6/2/2016 2.000% 219.22 554.43 0.00 335.21 284,773.86 54.81 2,135.55
39 6/16/2016 2.000% 218.96 554.43 0.00 335.47 284,438.39 54.74 2,190.29
40 6/30/2016 2.000% 218.70 554.43 0.00 335.73 284,102.66 54.68 2,244.97
41 7/14/2016 2.000% 218.44 554.43 0.00 335.99 283,766.67 54.61 2,299.58
42 7/28/2016 2.000% 218.18 554.43 0.00 336.25 283,430.42 54.55 2,354.12
43 8/11/2016 2.000% 217.93 554.43 0.00 336.50 283,093.92 54.48 2,408.60
44 8/25/2016 2.000% 217.67 554.43 0.00 336.76 282,757.16 54.42 2,463.02
45 9/8/2016 2.000% 217.41 554.43 0.00 337.02 282,420.14 54.35 2,517.37
46 9/22/2016 2.000% 217.15 554.43 0.00 337.28 282,082.86 54.29 2,571.66
47 10/6/2016 2.000% 216.89 554.43 0.00 337.54 281,745.32 54.22 2,625.88
48 10/20/2016 2.000% 216.63 554.43 0.00 337.80 281,407.52 54.16 2,680.04
49 11/3/2016 2.000% 216.37 554.43 0.00 338.06 281,069.46 54.09 2,734.13
50 11/17/2016 2.000% 216.11 554.43 0.00 338.32 280,731.14 54.03 2,788.16
51 12/1/2016 2.000% 215.85 554.43 0.00 338.58 280,392.56 53.96 2,842.12
52 12/15/2016 2 2.000% 215.59 554.43 0.00 338.84 280,053.72 53.90 2,896.02
53 12/29/2016 2.000% 215.33 554.43 0.00 339.10 279,714.62 53.83 2,949.85
54 1/12/2017 2.000% 215.07 554.43 0.00 339.36 279,375.26 53.77 3,003.62
55 1/26/2017 2.000% 214.81 554.43 0.00 339.62 279,035.64 53.70 3,057.32
56 2/9/2017 2.000% 214.55 554.43 0.00 339.88 278,695.76 53.64 3,110.96
57 2/23/2017 2.000% 214.29 554.43 0.00 340.14 278,355.62 53.57 3,164.53
58 3/9/2017 2.000% 214.02 554.43 0.00 340.41 278,015.21 53.51 3,218.04
59 3/23/2017 2.000% 213.76 554.43 1,000.00 1,340.67 276,674.54 53.44 3,271.48
60 4/6/2017 2.000% 212.73 554.43 0.00 341.70 276,332.84 53.18 3,324.66
61 4/20/2017 2.000% 212.47 554.43 0.00 341.96 275,990.88 53.12 3,377.78
62 5/4/2017 2.000% 212.21 554.43 0.00 342.22 275,648.66 53.05 3,430.83
63 5/18/2017 2.000% 211.94 554.43 0.00 342.49 275,306.17 52.99 3,483.82
64 6/1/2017 2.000% 211.68 554.43 0.00 342.75 274,963.42 52.92 3,536.74
65 6/15/2017 2.000% 211.42 554.43 0.00 343.01 274,620.41 52.86 3,589.59
66 6/29/2017 2.000% 211.15 554.43 0.00 343.28 274,277.13 52.79 3,642.38
67 7/13/2017 2.000% 210.89 554.43 0.00 343.54 273,933.59 52.72 3,695.10
68 7/27/2017 2.000% 210.62 554.43 0.00 343.81 273,589.78 52.66 3,747.76
69 8/10/2017 2.000% 210.36 554.43 0.00 344.07 273,245.71 52.59 3,800.35
70 8/24/2017 2.000% 210.09 554.43 0.00 344.34 272,901.37 52.52 3,852.87
71 9/7/2017 2.000% 209.83 554.43 0.00 344.60 272,556.77 52.46 3,905.33
72 9/21/2017 2.000% 209.57 554.43 0.00 344.86 272,211.91 52.39 3,957.72
73 10/5/2017 2.000% 209.30 554.43 0.00 345.13 271,866.78 52.33 4,010.04
74 10/19/2017 2.000% 209.03 554.43 0.00 345.40 271,521.38 52.26 4,062.30
75 11/2/2017 2.000% 208.77 554.43 0.00 345.66 271,175.72 52.19 4,114.49
76 11/16/2017 2.000% 208.50 554.43 0.00 345.93 270,829.79 52.13 4,166.62
77 11/30/2017 2.000% 208.24 554.43 0.00 346.19 270,483.60 52.06 4,218.68
78 12/14/2017 3 2.000% 207.97 554.43 0.00 346.46 270,137.14 51.99 4,270.67
79 12/28/2017 2.000% 207.70 554.43 0.00 346.73 269,790.41 51.93 4,322.60
80 1/11/2018 2.000% 207.44 554.43 0.00 346.99 269,443.42 51.86 4,374.46
81 1/25/2018 2.000% 207.17 554.43 0.00 347.26 269,096.16 51.79 4,426.25
82 2/8/2018 2.000% 206.90 554.43 0.00 347.53 268,748.63 51.73 4,477.97
83 2/22/2018 2.000% 206.64 554.43 0.00 347.79 268,400.84 51.66 4,529.63
84 3/8/2018 2.000% 206.37 554.43 0.00 348.06 268,052.78 51.59 4,581.23
85 3/22/2018 2.000% 206.10 554.43 1,000.00 1,348.33 266,704.45 51.53 4,632.75

86 4/5/2018 2.000% 205.07 554.43 0.00 349.36 266,355.09 51.27 4,684.02
87 4/19/2018 2.000% 204.80 554.43 0.00 349.63 266,005.46 51.20 4,735.22
88 5/3/2018 2.000% 204.53 554.43 0.00 349.90 265,655.56 51.13 4,786.35
89 5/17/2018 2.000% 204.26 554.43 0.00 350.17 265,305.39 51.07 4,837.42
90 5/31/2018 2.000% 203.99 554.43 0.00 350.44 264,954.95 51.00 4,888.41
91 6/14/2018 2.000% 203.72 554.43 0.00 350.71 264,604.24 50.93 4,939.34
92 6/28/2018 2.000% 203.45 554.43 0.00 350.98 264,253.26 50.86 4,990.21
93 7/12/2018 2.000% 203.18 554.43 0.00 351.25 263,902.01 50.80 5,041.00
94 7/26/2018 2.000% 202.91 554.43 0.00 351.52 263,550.49 50.73 5,091.73
95 8/9/2018 2.000% 202.64 554.43 0.00 351.79 263,198.70 50.66 5,142.39
96 8/23/2018 2.000% 202.37 554.43 0.00 352.06 262,846.64 50.59 5,192.98
97 9/6/2018 2.000% 202.10 554.43 0.00 352.33 262,494.31 50.53 5,243.51
98 9/20/2018 2.000% 201.83 554.43 0.00 352.60 262,141.71 50.46 5,293.96
99 10/4/2018 2.000% 201.56 554.43 0.00 352.87 261,788.84 50.39 5,344.35
100 10/18/2018 2.000% 201.29 554.43 0.00 353.14 261,435.70 50.32 5,394.68
101 11/1/2018 2.000% 201.01 554.43 0.00 353.42 261,082.28 50.25 5,444.93
102 11/15/2018 2.000% 200.74 554.43 0.00 353.69 260,728.59 50.19 5,495.11
103 11/29/2018 2.000% 200.47 554.43 0.00 353.96 260,374.63 50.12 5,545.23
104 12/13/2018 4 2.000% 200.20 554.43 0.00 354.23 260,020.40 50.05 5,595.28
105 12/27/2018 2.000% 199.93 554.43 0.00 354.50 259,665.90 49.98 5,645.26
106 1/10/2019 2.000% 199.65 554.43 0.00 354.78 259,311.12 49.91 5,695.18
107 1/24/2019 2.000% 199.38 554.43 0.00 355.05 258,956.07 49.85 5,745.02
108 2/7/2019 2.000% 199.11 554.43 0.00 355.32 258,600.75 49.78 5,794.80
109 2/21/2019 2.000% 198.83 554.43 0.00 355.60 258,245.15 49.71 5,844.51
110 3/7/2019 2.000% 198.56 554.43 0.00 355.87 257,889.28 49.64 5,894.15
111 3/21/2019 2.000% 198.29 554.43 1,000.00 1,356.14 256,533.14 49.57 5,943.72
112 4/4/2019 2.000% 197.24 554.43 0.00 357.19 256,175.95 49.31 5,993.03
113 4/18/2019 2.000% 196.97 554.43 0.00 357.46 255,818.49 49.24 6,042.27
114 5/2/2019 2.000% 196.70 554.43 0.00 357.73 255,460.76 49.18 6,091.45
115 5/16/2019 2.000% 196.42 554.43 0.00 358.01 255,102.75 49.11 6,140.55
116 5/30/2019 2.000% 196.14 554.43 0.00 358.29 254,744.46 49.04 6,189.59
117 6/13/2019 2.000% 195.87 554.43 0.00 358.56 254,385.90 48.97 6,238.55
118 6/27/2019 2.000% 195.59 554.43 0.00 358.84 254,027.06 48.90 6,287.45
119 7/11/2019 2.000% 195.32 554.43 0.00 359.11 253,667.95 48.83 6,336.28
120 7/25/2019 2.000% 195.04 554.43 0.00 359.39 253,308.56 48.76 6,385.04
121 8/8/2019 2.000% 194.77 554.43 0.00 359.66 252,948.90 48.69 6,433.73
122 8/22/2019 2.000% 194.49 554.43 0.00 359.94 252,588.96 48.62 6,482.36
123 9/5/2019 2.000% 194.21 554.43 0.00 360.22 252,228.74 48.55 6,530.91
124 9/19/2019 2.000% 193.94 554.43 0.00 360.49 251,868.25 48.49 6,579.39
125 10/3/2019 2.000% 193.66 554.43 0.00 360.77 251,507.48 48.42 6,627.81
126 10/17/2019 2.000% 193.38 554.43 0.00 361.05 251,146.43 48.35 6,676.15
127 10/31/2019 2.000% 193.10 554.43 0.00 361.33 250,785.10 48.28 6,724.43
128 11/14/2019 2.000% 192.83 554.43 0.00 361.60 250,423.50 48.21 6,772.64
129 11/28/2019 2.000% 192.55 554.43 0.00 361.88 250,061.62 48.14 6,820.77
130 12/12/2019 5 2.000% 192.27 554.43 0.00 362.16 249,699.46 48.07 6,868.84
131 12/26/2019 2.000% 191.99 554.43 0.00 362.44 249,337.02 48.00 6,916.84
132 1/9/2020 2.000% 191.71 554.43 0.00 362.72 248,974.30 47.93 6,964.77
133 1/23/2020 2.000% 191.43 554.43 0.00 363.00 248,611.30 47.86 7,012.62
134 2/6/2020 2.000% 191.15 554.43 0.00 363.28 248,248.02 47.79 7,060.41
135 2/20/2020 2.000% 190.87 554.43 0.00 363.56 247,884.46 47.72 7,108.13
136 3/5/2020 2.000% 190.59 554.43 0.00 363.84 247,520.62 47.65 7,155.78
137 3/19/2020 2.000% 190.32 554.43 1,000.00 1,364.11 246,156.51 47.58 7,203.36
138 4/2/2020 2.000% 189.27 554.43 0.00 365.16 245,791.35 47.32 7,250.67
139 4/16/2020 2.000% 188.99 554.43 0.00 365.44 245,425.91 47.25 7,297.92
140 4/30/2020 2.000% 188.70 554.43 0.00 365.73 245,060.18 47.18 7,345.10
141 5/14/2020 2.000% 188.42 554.43 0.00 366.01 244,694.17 47.11 7,392.20
142 5/28/2020 2.000% 188.14 554.43 0.00 366.29 244,327.88 47.04 7,439.24
143 6/11/2020 2.000% 187.86 554.43 0.00 366.57 243,961.31 46.97 7,486.20
144 6/25/2020 2.000% 187.58 554.43 0.00 366.85 243,594.46 46.90 7,533.10
145 7/9/2020 2.000% 187.30 554.43 0.00 367.13 243,227.33 46.83 7,579.92
146 7/23/2020 2.000% 187.01 554.43 0.00 367.42 242,859.91 46.75 7,626.67
147 8/6/2020 2.000% 186.73 554.43 0.00 367.70 242,492.21 46.68 7,673.36
148 8/20/2020 2.000% 186.45 554.43 0.00 367.98 242,124.23 46.61 7,719.97
149 9/3/2020 2.000% 186.17 554.43 0.00 368.26 241,755.97 46.54 7,766.51
150 9/17/2020 2.000% 185.88 554.43 0.00 368.55 241,387.42 46.47 7,812.98
151 10/1/2020 2.000% 185.60 554.43 0.00 368.83 241,018.59 46.40 7,859.38
152 10/15/2020 2.000% 185.32 554.43 0.00 369.11 240,649.48 46.33 7,905.71
153 10/29/2020 2.000% 185.03 554.43 0.00 369.40 240,280.08 46.26 7,951.97
154 11/12/2020 2.000% 184.75 554.43 0.00 369.68 239,910.40 46.19 7,998.16

155 11/26/2020 2.000% 184.46 554.43 0.00 369.97 239,540.43 46.12 8,044.27
156 12/10/2020 6 2.000% 184.18 554.43 0.00 370.25 239,170.18 46.05 8,090.32
157 12/24/2020 2.000% 183.89 554.43 0.00 370.54 238,799.64 45.97 8,136.29
158 1/7/2021 2.000% 183.61 554.43 0.00 370.82 238,428.82 45.90 8,182.19
159 1/21/2021 2.000% 183.32 554.43 0.00 371.11 238,057.71 45.83 8,228.02
160 2/4/2021 2.000% 183.04 554.43 0.00 371.39 237,686.32 45.76 8,273.78
161 2/18/2021 2.000% 182.75 554.43 0.00 371.68 237,314.64 45.69 8,319.47
162 3/4/2021 2.000% 182.47 554.43 0.00 371.96 236,942.68 45.62 8,365.09
163 3/18/2021 2.000% 182.18 554.43 1,000.00 1,372.25 235,570.43 45.55 8,410.63
164 4/1/2021 2.000% 181.13 554.43 0.00 373.30 235,197.13 45.28 8,455.91
165 4/15/2021 2.000% 180.84 554.43 0.00 373.59 234,823.54 45.21 8,501.12
166 4/29/2021 2.000% 180.55 554.43 0.00 373.88 234,449.66 45.14 8,546.26
167 5/13/2021 2.000% 180.27 554.43 0.00 374.16 234,075.50 45.07 8,591.33
168 5/27/2021 2.000% 179.98 554.43 0.00 374.45 233,701.05 45.00 8,636.32
169 6/10/2021 2.000% 179.69 554.43 0.00 374.74 233,326.31 44.92 8,681.25
170 6/24/2021 2.000% 179.40 554.43 0.00 375.03 232,951.28 44.85 8,726.10
171 7/8/2021 2.000% 179.11 554.43 0.00 375.32 232,575.96 44.78 8,770.87
172 7/22/2021 2.000% 178.82 554.43 0.00 375.61 232,200.35 44.71 8,815.58
173 8/5/2021 2.000% 178.54 554.43 0.00 375.89 231,824.46 44.64 8,860.21
174 8/19/2021 2.000% 178.25 554.43 0.00 376.18 231,448.28 44.56 8,904.78
175 9/2/2021 2.000% 177.96 554.43 0.00 376.47 231,071.81 44.49 8,949.27
176 9/16/2021 2.000% 177.67 554.43 0.00 376.76 230,695.05 44.42 8,993.68
177 9/30/2021 2.000% 177.38 554.43 0.00 377.05 230,318.00 44.35 9,038.03
178 10/14/2021 2.000% 177.09 554.43 0.00 377.34 229,940.66 44.27 9,082.30
179 10/28/2021 2.000% 176.80 554.43 0.00 377.63 229,563.03 44.20 9,126.50
180 11/11/2021 2.000% 176.51 554.43 0.00 377.92 229,185.11 44.13 9,170.63
181 11/25/2021 2.000% 176.22 554.43 0.00 378.21 228,806.90 44.06 9,214.68
182 12/9/2021 7 2.000% 175.93 554.43 0.00 378.50 228,428.40 43.98 9,258.67
183 12/23/2021 2.000% 175.64 554.43 0.00 378.79 228,049.61 43.91 9,302.58
184 1/6/2022 2.000% 175.34 554.43 0.00 379.09 227,670.52 43.84 9,346.41
185 1/20/2022 2.000% 175.05 554.43 0.00 379.38 227,291.14 43.76 9,390.17
186 2/3/2022 2.000% 174.76 554.43 0.00 379.67 226,911.47 43.69 9,433.86
187 2/17/2022 2.000% 174.47 554.43 0.00 379.96 226,531.51 43.62 9,477.48
188 3/3/2022 2.000% 174.18 554.43 0.00 380.25 226,151.26 43.55 9,521.03
189 3/17/2022 2.000% 173.88 554.43 1,000.00 1,380.55 224,770.71 43.47 9,564.50
190 3/31/2022 2.000% 172.82 554.43 0.00 381.61 224,389.10 43.21 9,607.70
191 4/14/2022 2.000% 172.53 554.43 0.00 381.90 224,007.20 43.13 9,650.83
192 4/28/2022 2.000% 172.24 554.43 0.00 382.19 223,625.01 43.06 9,693.89
193 5/12/2022 2.000% 171.94 554.43 0.00 382.49 223,242.52 42.99 9,736.88
194 5/26/2022 2.000% 171.65 554.43 0.00 382.78 222,859.74 42.91 9,779.79
195 6/9/2022 2.000% 171.35 554.43 0.00 383.08 222,476.66 42.84 9,822.63
196 6/23/2022 2.000% 171.06 554.43 0.00 383.37 222,093.29 42.77 9,865.39
197 7/7/2022 2.000% 170.76 554.43 0.00 383.67 221,709.62 42.69 9,908.08
198 7/21/2022 2.000% 170.47 554.43 0.00 383.96 221,325.66 42.62 9,950.70
199 8/4/2022 2.000% 170.17 554.43 0.00 384.26 220,941.40 42.54 9,993.24
200 8/18/2022 2.000% 169.88 554.43 0.00 384.55 220,556.85 42.47 10,035.71
201 9/1/2022 2.000% 169.58 554.43 0.00 384.85 220,172.00 42.40 10,078.11
202 9/15/2022 2.000% 169.29 554.43 0.00 385.14 219,786.86 42.32 10,120.43
203 9/29/2022 2.000% 168.99 554.43 0.00 385.44 219,401.42 42.25 10,162.68
204 10/13/2022 2.000% 168.69 554.43 0.00 385.74 219,015.68 42.17 10,204.85
205 10/27/2022 2.000% 168.40 554.43 0.00 386.03 218,629.65 42.10 10,246.95
206 11/10/2022 2.000% 168.10 554.43 0.00 386.33 218,243.32 42.03 10,288.98
207 11/24/2022 2.000% 167.80 554.43 0.00 386.63 217,856.69 41.95 10,330.93
208 12/8/2022 8 2.000% 167.51 554.43 0.00 386.92 217,469.77 41.88 10,372.80
209 12/22/2022 2.000% 167.21 554.43 0.00 387.22 217,082.55 41.80 10,414.61
210 1/5/2023 2.000% 166.91 554.43 0.00 387.52 216,695.03 41.73 10,456.33
211 1/19/2023 2.000% 166.61 554.43 0.00 387.82 216,307.21 41.65 10,497.99
212 2/2/2023 2.000% 166.32 554.43 0.00 388.11 215,919.10 41.58 10,539.57
213 2/16/2023 2.000% 166.02 554.43 0.00 388.41 215,530.69 41.51 10,581.07
214 3/2/2023 2.000% 165.72 554.43 0.00 388.71 215,141.98 41.43 10,622.50
215 3/16/2023 2.000% 165.42 554.43 1,000.00 1,389.01 213,752.97 41.36 10,663.86
216 3/30/2023 2.000% 164.35 554.43 0.00 390.08 213,362.89 41.09 10,704.94
217 4/13/2023 2.000% 164.05 554.43 0.00 390.38 212,972.51 41.01 10,745.96
218 4/27/2023 2.000% 163.75 554.43 0.00 390.68 212,581.83 40.94 10,786.89
219 5/11/2023 2.000% 163.45 554.43 0.00 390.98 212,190.85 40.86 10,827.76
220 5/25/2023 2.000% 163.15 554.43 0.00 391.28 211,799.57 40.79 10,868.54
221 6/8/2023 2.000% 162.85 554.43 0.00 391.58 211,407.99 40.71 10,909.26
222 6/22/2023 2.000% 162.55 554.43 0.00 391.88 211,016.11 40.64 10,949.89
223 7/6/2023 2.000% 162.25 554.43 0.00 392.18 210,623.93 40.56 10,990.46

224 7/20/2023 2.000% 161.95 554.43 0.00 392.48 210,231.45 40.49 11,030.94
225 8/3/2023 2.000% 161.64 554.43 0.00 392.79 209,838.66 40.41 11,071.35
226 8/17/2023 2.000% 161.34 554.43 0.00 393.09 209,445.57 40.34 11,111.69
227 8/31/2023 2.000% 161.04 554.43 0.00 393.39 209,052.18 40.26 11,151.95
228 9/14/2023 2.000% 160.74 554.43 0.00 393.69 208,658.49 40.19 11,192.13
229 9/28/2023 2.000% 160.43 554.43 0.00 394.00 208,264.49 40.11 11,232.24
230 10/12/2023 2.000% 160.13 554.43 0.00 394.30 207,870.19 40.03 11,272.27
231 10/26/2023 2.000% 159.83 554.43 0.00 394.60 207,475.59 39.96 11,312.23
232 11/9/2023 2.000% 159.53 554.43 0.00 394.90 207,080.69 39.88 11,352.11
233 11/23/2023 2.000% 159.22 554.43 0.00 395.21 206,685.48 39.81 11,391.92
234 12/7/2023 9 2.000% 158.92 554.43 0.00 395.51 206,289.97 39.73 11,431.65
235 12/21/2023 2.000% 158.61 554.43 0.00 395.82 205,894.15 39.65 11,471.30
236 1/4/2024 2.000% 158.31 554.43 0.00 396.12 205,498.03 39.58 11,510.88
237 1/18/2024 2.000% 158.00 554.43 0.00 396.43 205,101.60 39.50 11,550.38
238 2/1/2024 2.000% 157.70 554.43 0.00 396.73 204,704.87 39.43 11,589.80
239 2/15/2024 2.000% 157.39 554.43 0.00 397.04 204,307.83 39.35 11,629.15
240 2/29/2024 2.000% 157.09 554.43 0.00 397.34 203,910.49 39.27 11,668.42
241 3/14/2024 2.000% 156.78 554.43 1,000.00 1,397.65 202,512.84 39.20 11,707.62
242 3/28/2024 2.000% 155.71 554.43 0.00 398.72 202,114.12 38.93 11,746.55
243 4/11/2024 2.000% 155.40 554.43 0.00 399.03 201,715.09 38.85 11,785.40
244 4/25/2024 2.000% 155.10 554.43 0.00 399.33 201,315.76 38.78 11,824.17
245 5/9/2024 2.000% 154.79 554.43 0.00 399.64 200,916.12 38.70 11,862.87
246 5/23/2024 2.000% 154.48 554.43 0.00 399.95 200,516.17 38.62 11,901.49
247 6/6/2024 2.000% 154.17 554.43 0.00 400.26 200,115.91 38.54 11,940.03
248 6/20/2024 2.000% 153.87 554.43 0.00 400.56 199,715.35 38.47 11,978.50
249 7/4/2024 2.000% 153.56 554.43 0.00 400.87 199,314.48 38.39 12,016.89
250 7/18/2024 2.000% 153.25 554.43 0.00 401.18 198,913.30 38.31 12,055.20
251 8/1/2024 2.000% 152.94 554.43 0.00 401.49 198,511.81 38.24 12,093.44
252 8/15/2024 2.000% 152.63 554.43 0.00 401.80 198,110.01 38.16 12,131.59
253 8/29/2024 2.000% 152.32 554.43 0.00 402.11 197,707.90 38.08 12,169.67
254 9/12/2024 2.000% 152.01 554.43 0.00 402.42 197,305.48 38.00 12,207.68
255 9/26/2024 2.000% 151.71 554.43 0.00 402.72 196,902.76 37.93 12,245.60
256 10/10/2024 2.000% 151.40 554.43 0.00 403.03 196,499.73 37.85 12,283.45
257 10/24/2024 2.000% 151.09 554.43 0.00 403.34 196,096.39 37.77 12,321.23
258 11/7/2024 2.000% 150.78 554.43 0.00 403.65 195,692.74 37.70 12,358.92
259 11/21/2024 2.000% 150.47 554.43 0.00 403.96 195,288.78 37.62 12,396.54
260 12/5/2024 10 2.000% 150.15 554.43 0.00 404.28 194,884.50 37.54 12,434.08
261 12/19/2024 2.000% 149.84 554.43 0.00 404.59 194,479.91 37.46 12,471.54
262 1/2/2025 2.000% 149.53 554.43 0.00 404.90 194,075.01 37.38 12,508.92
263 1/16/2025 2.000% 149.22 554.43 0.00 405.21 193,669.80 37.31 12,546.22
264 1/30/2025 2.000% 148.91 554.43 0.00 405.52 193,264.28 37.23 12,583.45
265 2/13/2025 2.000% 148.60 554.43 0.00 405.83 192,858.45 37.15 12,620.60
266 2/27/2025 2.000% 148.29 554.43 0.00 406.14 192,452.31 37.07 12,657.67
267 3/13/2025 2.000% 147.97 554.43 1,000.00 1,406.46 191,045.85 36.99 12,694.67
268 3/27/2025 2.000% 146.89 554.43 0.00 407.54 190,638.31 36.72 12,731.39
269 4/10/2025 2.000% 146.58 554.43 0.00 407.85 190,230.46 36.65 12,768.03
270 4/24/2025 2.000% 146.27 554.43 0.00 408.16 189,822.30 36.57 12,804.60
271 5/8/2025 2.000% 145.95 554.43 0.00 408.48 189,413.82 36.49 12,841.09
272 5/22/2025 2.000% 145.64 554.43 0.00 408.79 189,005.03 36.41 12,877.50
273 6/5/2025 2.000% 145.32 554.43 0.00 409.11 188,595.92 36.33 12,913.83
274 6/19/2025 2.000% 145.01 554.43 0.00 409.42 188,186.50 36.25 12,950.08
275 7/3/2025 2.000% 144.69 554.43 0.00 409.74 187,776.76 36.17 12,986.25
276 7/17/2025 2.000% 144.38 554.43 0.00 410.05 187,366.71 36.10 13,022.35
277 7/31/2025 2.000% 144.06 554.43 0.00 410.37 186,956.34 36.02 13,058.36
278 8/14/2025 2.000% 143.75 554.43 0.00 410.68 186,545.66 35.94 13,094.30
279 8/28/2025 2.000% 143.43 554.43 0.00 411.00 186,134.66 35.86 13,130.16
280 9/11/2025 2.000% 143.12 554.43 0.00 411.31 185,723.35 35.78 13,165.94
281 9/25/2025 2.000% 142.80 554.43 0.00 411.63 185,311.72 35.70 13,201.64
282 10/9/2025 2.000% 142.48 554.43 0.00 411.95 184,899.77 35.62 13,237.26
283 10/23/2025 2.000% 142.17 554.43 0.00 412.26 184,487.51 35.54 13,272.80
284 11/6/2025 2.000% 141.85 554.43 0.00 412.58 184,074.93 35.46 13,308.26
285 11/20/2025 2.000% 141.53 554.43 0.00 412.90 183,662.03 35.38 13,343.65
286 12/4/2025 11 2.000% 141.22 554.43 0.00 413.21 183,248.82 35.31 13,378.95
287 12/18/2025 2.000% 140.90 554.43 0.00 413.53 182,835.29 35.23 13,414.18
288 1/1/2026 2.000% 140.58 554.43 0.00 413.85 182,421.44 35.15 13,449.32
289 1/15/2026 2.000% 140.26 554.43 0.00 414.17 182,007.27 35.07 13,484.39
290 1/29/2026 2.000% 139.94 554.43 0.00 414.49 181,592.78 34.99 13,519.37
291 2/12/2026 2.000% 139.62 554.43 0.00 414.81 181,177.97 34.91 13,554.28
292 2/26/2026 2.000% 139.31 554.43 0.00 415.12 180,762.85 34.83 13,589.10

293 3/12/2026 2.000% 138.99 554.43 1,000.00 1,415.44 179,347.41 34.75 13,623.85
294 3/26/2026 2.000% 137.90 554.43 0.00 416.53 178,930.88 34.48 13,658.33
295 4/9/2026 2.000% 137.58 554.43 0.00 416.85 178,514.03 34.40 13,692.72
296 4/23/2026 2.000% 137.26 554.43 0.00 417.17 178,096.86 34.32 13,727.04
297 5/7/2026 2.000% 136.94 554.43 0.00 417.49 177,679.37 34.24 13,761.27
298 5/21/2026 2.000% 136.62 554.43 0.00 417.81 177,261.56 34.16 13,795.43
299 6/4/2026 2.000% 136.29 554.43 0.00 418.14 176,843.42 34.07 13,829.50
300 6/18/2026 2.000% 135.97 554.43 0.00 418.46 176,424.96 33.99 13,863.49
301 7/2/2026 2.000% 135.65 554.43 0.00 418.78 176,006.18 33.91 13,897.40
302 7/16/2026 2.000% 135.33 554.43 0.00 419.10 175,587.08 33.83 13,931.24
303 7/30/2026 2.000% 135.01 554.43 0.00 419.42 175,167.66 33.75 13,964.99
304 8/13/2026 2.000% 134.68 554.43 0.00 419.75 174,747.91 33.67 13,998.66
305 8/27/2026 2.000% 134.36 554.43 0.00 420.07 174,327.84 33.59 14,032.25
306 9/10/2026 2.000% 134.04 554.43 0.00 420.39 173,907.45 33.51 14,065.76
307 9/24/2026 2.000% 133.71 554.43 0.00 420.72 173,486.73 33.43 14,099.19
308 10/8/2026 2.000% 133.39 554.43 0.00 421.04 173,065.69 33.35 14,132.53
309 10/22/2026 2.000% 133.07 554.43 0.00 421.36 172,644.33 33.27 14,165.80
310 11/5/2026 2.000% 132.74 554.43 0.00 421.69 172,222.64 33.19 14,198.99
311 11/19/2026 2.000% 132.42 554.43 0.00 422.01 171,800.63 33.11 14,232.09
312 12/3/2026 12 2.000% 132.10 554.43 0.00 422.33 171,378.30 33.03 14,265.12
313 12/17/2026 2.000% 131.77 554.43 0.00 422.66 170,955.64 32.94 14,298.06
314 12/31/2026 2.000% 131.45 554.43 0.00 422.98 170,532.66 32.86 14,330.92
315 1/14/2027 2.000% 131.12 554.43 0.00 423.31 170,109.35 32.78 14,363.70
316 1/28/2027 2.000% 130.79 554.43 0.00 423.64 169,685.71 32.70 14,396.40
317 2/11/2027 2.000% 130.47 554.43 0.00 423.96 169,261.75 32.62 14,429.02
318 2/25/2027 2.000% 130.14 554.43 0.00 424.29 168,837.46 32.54 14,461.55
319 3/11/2027 2.000% 129.82 554.43 1,000.00 1,424.61 167,412.85 32.46 14,494.01
320 3/25/2027 2.000% 128.72 554.43 0.00 425.71 166,987.14 32.18 14,526.19
321 4/8/2027 2.000% 128.39 554.43 0.00 426.04 166,561.10 32.10 14,558.28
322 4/22/2027 2.000% 128.07 554.43 0.00 426.36 166,134.74 32.02 14,590.30
323 5/6/2027 2.000% 127.74 554.43 0.00 426.69 165,708.05 31.94 14,622.24
324 5/20/2027 2.000% 127.41 554.43 0.00 427.02 165,281.03 31.85 14,654.09
325 6/3/2027 2.000% 127.08 554.43 0.00 427.35 164,853.68 31.77 14,685.86
326 6/17/2027 2.000% 126.75 554.43 0.00 427.68 164,426.00 31.69 14,717.55
327 7/1/2027 2.000% 126.42 554.43 0.00 428.01 163,997.99 31.61 14,749.15
328 7/15/2027 2.000% 126.10 554.43 0.00 428.33 163,569.66 31.53 14,780.68
329 7/29/2027 2.000% 125.77 554.43 0.00 428.66 163,141.00 31.44 14,812.12
330 8/12/2027 2.000% 125.44 554.43 0.00 428.99 162,712.01 31.36 14,843.48
331 8/26/2027 2.000% 125.11 554.43 0.00 429.32 162,282.69 31.28 14,874.76
332 9/9/2027 2.000% 124.78 554.43 0.00 429.65 161,853.04 31.20 14,905.95
333 9/23/2027 2.000% 124.45 554.43 0.00 429.98 161,423.06 31.11 14,937.06
334 10/7/2027 2.000% 124.12 554.43 0.00 430.31 160,992.75 31.03 14,968.09
335 10/21/2027 2.000% 123.79 554.43 0.00 430.64 160,562.11 30.95 14,999.04
336 11/4/2027 2.000% 123.45 554.43 0.00 430.98 160,131.13 30.86 15,029.90
337 11/18/2027 2.000% 123.12 554.43 0.00 431.31 159,699.82 30.78 15,060.68
338 12/2/2027 13 2.000% 122.79 554.43 0.00 431.64 159,268.18 30.70 15,091.38
339 12/16/2027 2.000% 122.46 554.43 0.00 431.97 158,836.21 30.62 15,122.00
340 12/30/2027 2.000% 122.13 554.43 0.00 432.30 158,403.91 30.53 15,152.53
341 1/13/2028 2.000% 121.79 554.43 0.00 432.64 157,971.27 30.45 15,182.98
342 1/27/2028 2.000% 121.46 554.43 0.00 432.97 157,538.30 30.37 15,213.34
343 2/10/2028 2.000% 121.13 554.43 0.00 433.30 157,105.00 30.28 15,243.62
344 2/24/2028 2.000% 120.80 554.43 0.00 433.63 156,671.37 30.20 15,273.82
345 3/9/2028 2.000% 120.46 554.43 1,000.00 1,433.97 155,237.40 30.12 15,303.94
346 3/23/2028 2.000% 119.36 554.43 0.00 435.07 154,802.33 29.84 15,333.78
347 4/6/2028 2.000% 119.03 554.43 0.00 435.40 154,366.93 29.76 15,363.54
348 4/20/2028 2.000% 118.69 554.43 0.00 435.74 153,931.19 29.67 15,393.21
349 5/4/2028 2.000% 118.36 554.43 0.00 436.07 153,495.12 29.59 15,422.80
350 5/18/2028 2.000% 118.02 554.43 0.00 436.41 153,058.71 29.51 15,452.30
351 6/1/2028 2.000% 117.68 554.43 0.00 436.75 152,621.96 29.42 15,481.72
352 6/15/2028 2.000% 117.35 554.43 0.00 437.08 152,184.88 29.34 15,511.06
353 6/29/2028 2.000% 117.01 554.43 0.00 437.42 151,747.46 29.25 15,540.31
354 7/13/2028 2.000% 116.68 554.43 0.00 437.75 151,309.71 29.17 15,569.48
355 7/27/2028 2.000% 116.34 554.43 0.00 438.09 150,871.62 29.09 15,598.57
356 8/10/2028 2.000% 116.00 554.43 0.00 438.43 150,433.19 29.00 15,627.57
357 8/24/2028 2.000% 115.67 554.43 0.00 438.76 149,994.43 28.92 15,656.49
358 9/7/2028 2.000% 115.33 554.43 0.00 439.10 149,555.33 28.83 15,685.32
359 9/21/2028 2.000% 114.99 554.43 0.00 439.44 149,115.89 28.75 15,714.07
360 10/5/2028 2.000% 114.65 554.43 0.00 439.78 148,676.11 28.66 15,742.73
361 10/19/2028 2.000% 114.31 554.43 0.00 440.12 148,235.99 28.58 15,771.31

362 11/2/2028 2.000% 113.98 554.43 0.00 440.45 147,795.54 28.50 15,799.80
363 11/16/2028 2.000% 113.64 554.43 0.00 440.79 147,354.75 28.41 15,828.21
364 11/30/2028 14 2.000% 113.30 554.43 0.00 441.13 146,913.62 28.33 15,856.54
365 12/14/2028 2.000% 112.96 554.43 0.00 441.47 146,472.15 28.24 15,884.78
366 12/28/2028 2.000% 112.62 554.43 0.00 441.81 146,030.34 28.16 15,912.93
367 1/11/2029 2.000% 112.28 554.43 0.00 442.15 145,588.19 28.07 15,941.00
368 1/25/2029 2.000% 111.94 554.43 0.00 442.49 145,145.70 27.99 15,968.99
369 2/8/2029 2.000% 111.60 554.43 0.00 442.83 144,702.87 27.90 15,996.89
370 2/22/2029 2.000% 111.26 554.43 0.00 443.17 144,259.70 27.82 16,024.70
371 3/8/2029 2.000% 110.92 554.43 1,000.00 1,443.51 142,816.19 27.73 16,052.43
372 3/22/2029 2.000% 109.81 554.43 0.00 444.62 142,371.57 27.45 16,079.88
373 4/5/2029 2.000% 109.47 554.43 0.00 444.96 141,926.61 27.37 16,107.25
374 4/19/2029 2.000% 109.13 554.43 0.00 445.30 141,481.31 27.28 16,134.53
375 5/3/2029 2.000% 108.78 554.43 0.00 445.65 141,035.66 27.20 16,161.73
376 5/17/2029 2.000% 108.44 554.43 0.00 445.99 140,589.67 27.11 16,188.84
377 5/31/2029 2.000% 108.10 554.43 0.00 446.33 140,143.34 27.03 16,215.86
378 6/14/2029 2.000% 107.75 554.43 0.00 446.68 139,696.66 26.94 16,242.80
379 6/28/2029 2.000% 107.41 554.43 0.00 447.02 139,249.64 26.85 16,269.65
380 7/12/2029 2.000% 107.07 554.43 0.00 447.36 138,802.28 26.77 16,296.42
381 7/26/2029 2.000% 106.72 554.43 0.00 447.71 138,354.57 26.68 16,323.10
382 8/9/2029 2.000% 106.38 554.43 0.00 448.05 137,906.52 26.60 16,349.70
383 8/23/2029 2.000% 106.03 554.43 0.00 448.40 137,458.12 26.51 16,376.20
384 9/6/2029 2.000% 105.69 554.43 0.00 448.74 137,009.38 26.42 16,402.63
385 9/20/2029 2.000% 105.34 554.43 0.00 449.09 136,560.29 26.34 16,428.96
386 10/4/2029 2.000% 105.00 554.43 0.00 449.43 136,110.86 26.25 16,455.21
387 10/18/2029 2.000% 104.65 554.43 0.00 449.78 135,661.08 26.16 16,481.37
388 11/1/2029 2.000% 104.31 554.43 0.00 450.12 135,210.96 26.08 16,507.45
389 11/15/2029 2.000% 103.96 554.43 0.00 450.47 134,760.49 25.99 16,533.44
390 11/29/2029 15 2.000% 103.62 554.43 0.00 450.81 134,309.68 25.91 16,559.35
391 12/13/2029 2.000% 103.27 554.43 0.00 451.16 133,858.52 25.82 16,585.16
392 12/27/2029 2.000% 102.92 554.43 0.00 451.51 133,407.01 25.73 16,610.89
393 1/10/2030 2.000% 102.57 554.43 0.00 451.86 132,955.15 25.64 16,636.54
394 1/24/2030 2.000% 102.23 554.43 0.00 452.20 132,502.95 25.56 16,662.09
395 2/7/2030 2.000% 101.88 554.43 0.00 452.55 132,050.40 25.47 16,687.56
396 2/21/2030 2.000% 101.53 554.43 0.00 452.90 131,597.50 25.38 16,712.95
397 3/7/2030 2.000% 101.18 554.43 1,000.00 1,453.25 130,144.25 25.30 16,738.24
398 3/21/2030 2.000% 100.07 554.43 0.00 454.36 129,689.89 25.02 16,763.26
399 4/4/2030 2.000% 99.72 554.43 0.00 454.71 129,235.18 24.93 16,788.19
400 4/18/2030 2.000% 99.37 554.43 0.00 455.06 128,780.12 24.84 16,813.03
401 5/2/2030 2.000% 99.02 554.43 0.00 455.41 128,324.71 24.76 16,837.79
402 5/16/2030 2.000% 98.67 554.43 0.00 455.76 127,868.95 24.67 16,862.45
403 5/30/2030 2.000% 98.32 554.43 0.00 456.11 127,412.84 24.58 16,887.03
404 6/13/2030 2.000% 97.97 554.43 0.00 456.46 126,956.38 24.49 16,911.53
405 6/27/2030 2.000% 97.61 554.43 0.00 456.82 126,499.56 24.40 16,935.93
406 7/11/2030 2.000% 97.26 554.43 0.00 457.17 126,042.39 24.32 16,960.24
407 7/25/2030 2.000% 96.91 554.43 0.00 457.52 125,584.87 24.23 16,984.47
408 8/8/2030 2.000% 96.56 554.43 0.00 457.87 125,127.00 24.14 17,008.61
409 8/22/2030 2.000% 96.21 554.43 0.00 458.22 124,668.78 24.05 17,032.66
410 9/5/2030 2.000% 95.86 554.43 0.00 458.57 124,210.21 23.97 17,056.63
411 9/19/2030 2.000% 95.50 554.43 0.00 458.93 123,751.28 23.88 17,080.50
412 10/3/2030 2.000% 95.15 554.43 0.00 459.28 123,292.00 23.79 17,104.29
413 10/17/2030 2.000% 94.80 554.43 0.00 459.63 122,832.37 23.70 17,127.99
414 10/31/2030 2.000% 94.44 554.43 0.00 459.99 122,372.38 23.61 17,151.60
415 11/14/2030 2.000% 94.09 554.43 0.00 460.34 121,912.04 23.52 17,175.12
416 11/28/2030 16 2.000% 93.74 554.43 0.00 460.69 121,451.35 23.44 17,198.56
417 12/12/2030 2.000% 93.38 554.43 0.00 461.05 120,990.30 23.35 17,221.90
418 12/26/2030 2.000% 93.03 554.43 0.00 461.40 120,528.90 23.26 17,245.16
419 1/9/2031 2.000% 92.67 554.43 0.00 461.76 120,067.14 23.17 17,268.33
420 1/23/2031 2.000% 92.32 554.43 0.00 462.11 119,605.03 23.08 17,291.41
421 2/6/2031 2.000% 91.96 554.43 0.00 462.47 119,142.56 22.99 17,314.40
422 2/20/2031 2.000% 91.61 554.43 0.00 462.82 118,679.74 22.90 17,337.30
423 3/6/2031 2.000% 91.25 554.43 1,000.00 1,463.18 117,216.56 22.81 17,360.11
424 3/20/2031 2.000% 90.13 554.43 0.00 464.30 116,752.26 22.53 17,382.65
425 4/3/2031 2.000% 89.77 554.43 0.00 464.66 116,287.60 22.44 17,405.09
426 4/17/2031 2.000% 89.41 554.43 0.00 465.02 115,822.58 22.35 17,427.44
427 5/1/2031 2.000% 89.05 554.43 0.00 465.38 115,357.20 22.26 17,449.70
428 5/15/2031 2.000% 88.70 554.43 0.00 465.73 114,891.47 22.18 17,471.88
429 5/29/2031 2.000% 88.34 554.43 0.00 466.09 114,425.38 22.09 17,493.96
430 6/12/2031 2.000% 87.98 554.43 0.00 466.45 113,958.93 22.00 17,515.96

431 6/26/2031 2.000% 87.62 554.43 0.00 466.81 113,492.12 21.91 17,537.86
432 7/10/2031 2.000% 87.26 554.43 0.00 467.17 113,024.95 21.82 17,559.68
433 7/24/2031 2.000% 86.90 554.43 0.00 467.53 112,557.42 21.73 17,581.40
434 8/7/2031 2.000% 86.54 554.43 0.00 467.89 112,089.53 21.64 17,603.04
435 8/21/2031 2.000% 86.18 554.43 0.00 468.25 111,621.28 21.55 17,624.58
436 9/4/2031 2.000% 85.82 554.43 0.00 468.61 111,152.67 21.46 17,646.04
437 9/18/2031 2.000% 85.46 554.43 0.00 468.97 110,683.70 21.37 17,667.40
438 10/2/2031 2.000% 85.10 554.43 0.00 469.33 110,214.37 21.28 17,688.68
439 10/16/2031 2.000% 84.74 554.43 0.00 469.69 109,744.68 21.19 17,709.86
440 10/30/2031 2.000% 84.38 554.43 0.00 470.05 109,274.63 21.10 17,730.96
441 11/13/2031 2.000% 84.02 554.43 0.00 470.41 108,804.22 21.01 17,751.96
442 11/27/2031 17 2.000% 83.66 554.43 0.00 470.77 108,333.45 20.92 17,772.88
443 12/11/2031 2.000% 83.30 554.43 0.00 471.13 107,862.32 20.83 17,793.70
444 12/25/2031 2.000% 82.93 554.43 0.00 471.50 107,390.82 20.73 17,814.44
445 1/8/2032 2.000% 82.57 554.43 0.00 471.86 106,918.96 20.64 17,835.08
446 1/22/2032 2.000% 82.21 554.43 0.00 472.22 106,446.74 20.55 17,855.63
447 2/5/2032 2.000% 81.85 554.43 0.00 472.58 105,974.16 20.46 17,876.09
448 2/19/2032 2.000% 81.48 554.43 0.00 472.95 105,501.21 20.37 17,896.46
449 3/4/2032 2.000% 81.12 554.43 1,000.00 1,473.31 104,027.90 20.28 17,916.74
450 3/18/2032 2.000% 79.99 554.43 0.00 474.44 103,553.46 20.00 17,936.74
451 4/1/2032 2.000% 79.62 554.43 0.00 474.81 103,078.65 19.91 17,956.65
452 4/15/2032 2.000% 79.26 554.43 0.00 475.17 102,603.48 19.82 17,976.46
453 4/29/2032 2.000% 78.89 554.43 0.00 475.54 102,127.94 19.72 17,996.18
454 5/13/2032 2.000% 78.52 554.43 0.00 475.91 101,652.03 19.63 18,015.81
455 5/27/2032 2.000% 78.16 554.43 0.00 476.27 101,175.76 19.54 18,035.35
456 6/10/2032 2.000% 77.79 554.43 0.00 476.64 100,699.12 19.45 18,054.80
457 6/24/2032 2.000% 77.43 554.43 0.00 477.00 100,222.12 19.36 18,074.16
458 7/8/2032 2.000% 77.06 554.43 0.00 477.37 99,744.75 19.27 18,093.42
459 7/22/2032 2.000% 76.69 554.43 0.00 477.74 99,267.01 19.17 18,112.60
460 8/5/2032 2.000% 76.33 554.43 0.00 478.10 98,788.91 19.08 18,131.68
461 8/19/2032 2.000% 75.96 554.43 0.00 478.47 98,310.44 18.99 18,150.67
462 9/2/2032 2.000% 75.59 554.43 0.00 478.84 97,831.60 18.90 18,169.57
463 9/16/2032 2.000% 75.22 554.43 0.00 479.21 97,352.39 18.81 18,188.37
464 9/30/2032 2.000% 74.85 554.43 0.00 479.58 96,872.81 18.71 18,207.08
465 10/14/2032 2.000% 74.48 554.43 0.00 479.95 96,392.86 18.62 18,225.70
466 10/28/2032 2.000% 74.12 554.43 0.00 480.31 95,912.55 18.53 18,244.23
467 11/11/2032 2.000% 73.75 554.43 0.00 480.68 95,431.87 18.44 18,262.67
468 11/25/2032 18 2.000% 73.38 554.43 0.00 481.05 94,950.82 18.35 18,281.02
469 12/9/2032 2.000% 73.01 554.43 0.00 481.42 94,469.40 18.25 18,299.27
470 12/23/2032 2.000% 72.64 554.43 0.00 481.79 93,987.61 18.16 18,317.43
471 1/6/2033 2.000% 72.27 554.43 0.00 482.16 93,505.45 18.07 18,335.50
472 1/20/2033 2.000% 71.90 554.43 0.00 482.53 93,022.92 17.98 18,353.47
473 2/3/2033 2.000% 71.52 554.43 0.00 482.91 92,540.01 17.88 18,371.35
474 2/17/2033 2.000% 71.15 554.43 0.00 483.28 92,056.73 17.79 18,389.14
475 3/3/2033 2.000% 70.78 554.43 1,000.00 1,483.65 90,573.08 17.70 18,406.83
476 3/17/2033 2.000% 69.64 554.43 0.00 484.79 90,088.29 17.41 18,424.24
477 3/31/2033 2.000% 69.27 554.43 0.00 485.16 89,603.13 17.32 18,441.56
478 4/14/2033 2.000% 68.89 554.43 0.00 485.54 89,117.59 17.22 18,458.78
479 4/28/2033 2.000% 68.52 554.43 0.00 485.91 88,631.68 17.13 18,475.91
480 5/12/2033 2.000% 68.15 554.43 0.00 486.28 88,145.40 17.04 18,492.95
481 5/26/2033 2.000% 67.77 554.43 0.00 486.66 87,658.74 16.94 18,509.89
482 6/9/2033 2.000% 67.40 554.43 0.00 487.03 87,171.71 16.85 18,526.74
483 6/23/2033 2.000% 67.03 554.43 0.00 487.40 86,684.31 16.76 18,543.50
484 7/7/2033 2.000% 66.65 554.43 0.00 487.78 86,196.53 16.66 18,560.16
485 7/21/2033 2.000% 66.28 554.43 0.00 488.15 85,708.38 16.57 18,576.73
486 8/4/2033 2.000% 65.90 554.43 0.00 488.53 85,219.85 16.48 18,593.21
487 8/18/2033 2.000% 65.52 554.43 0.00 488.91 84,730.94 16.38 18,609.59
488 9/1/2033 2.000% 65.15 554.43 0.00 489.28 84,241.66 16.29 18,625.88
489 9/15/2033 2.000% 64.77 554.43 0.00 489.66 83,752.00 16.19 18,642.07
490 9/29/2033 2.000% 64.40 554.43 0.00 490.03 83,261.97 16.10 18,658.17
491 10/13/2033 2.000% 64.02 554.43 0.00 490.41 82,771.56 16.01 18,674.17
492 10/27/2033 2.000% 63.64 554.43 0.00 490.79 82,280.77 15.91 18,690.08
493 11/10/2033 2.000% 63.26 554.43 0.00 491.17 81,789.60 15.82 18,705.90
494 11/24/2033 19 2.000% 62.89 554.43 0.00 491.54 81,298.06 15.72 18,721.62
495 12/8/2033 2.000% 62.51 554.43 0.00 491.92 80,806.14 15.63 18,737.25
496 12/22/2033 2.000% 62.13 554.43 0.00 492.30 80,313.84 15.53 18,752.78
497 1/5/2034 2.000% 61.75 554.43 0.00 492.68 79,821.16 15.44 18,768.22
498 1/19/2034 2.000% 61.37 554.43 0.00 493.06 79,328.10 15.34 18,783.56
499 2/2/2034 2.000% 60.99 554.43 0.00 493.44 78,834.66 15.25 18,798.81

500 2/16/2034 2.000% 60.61 554.43 0.00 493.82 78,340.84 15.15 18,813.96
501 3/2/2034 2.000% 60.24 554.43 1,000.00 1,494.19 76,846.65 15.06 18,829.02
502 3/16/2034 2.000% 59.09 554.43 0.00 495.34 76,351.31 14.77 18,843.79
503 3/30/2034 2.000% 58.71 554.43 0.00 495.72 75,855.59 14.68 18,858.47
504 4/13/2034 2.000% 58.32 554.43 0.00 496.11 75,359.48 14.58 18,873.05
505 4/27/2034 2.000% 57.94 554.43 0.00 496.49 74,862.99 14.49 18,887.54
506 5/11/2034 2.000% 57.56 554.43 0.00 496.87 74,366.12 14.39 18,901.93
507 5/25/2034 2.000% 57.18 554.43 0.00 497.25 73,868.87 14.30 18,916.22
508 6/8/2034 2.000% 56.80 554.43 0.00 497.63 73,371.24 14.20 18,930.42
509 6/22/2034 2.000% 56.41 554.43 0.00 498.02 72,873.22 14.10 18,944.52
510 7/6/2034 2.000% 56.03 554.43 0.00 498.40 72,374.82 14.01 18,958.53
511 7/20/2034 2.000% 55.65 554.43 0.00 498.78 71,876.04 13.91 18,972.44
512 8/3/2034 2.000% 55.26 554.43 0.00 499.17 71,376.87 13.82 18,986.26
513 8/17/2034 2.000% 54.88 554.43 0.00 499.55 70,877.32 13.72 18,999.98
514 8/31/2034 2.000% 54.50 554.43 0.00 499.93 70,377.39 13.63 19,013.60
515 9/14/2034 2.000% 54.11 554.43 0.00 500.32 69,877.07 13.53 19,027.13
516 9/28/2034 2.000% 53.73 554.43 0.00 500.70 69,376.37 13.43 19,040.56
517 10/12/2034 2.000% 53.34 554.43 0.00 501.09 68,875.28 13.34 19,053.90
518 10/26/2034 2.000% 52.96 554.43 0.00 501.47 68,373.81 13.24 19,067.14
519 11/9/2034 2.000% 52.57 554.43 0.00 501.86 67,871.95 13.14 19,080.28
520 11/23/2034 20 2.000% 52.19 554.43 0.00 502.24 67,369.71 13.05 19,093.33
521 12/7/2034 2.000% 51.80 554.43 0.00 502.63 66,867.08 12.95 19,106.28
522 12/21/2034 2.000% 51.41 554.43 0.00 503.02 66,364.06 12.85 19,119.13
523 1/4/2035 2.000% 51.03 554.43 0.00 503.40 65,860.66 12.76 19,131.89
524 1/18/2035 2.000% 50.64 554.43 0.00 503.79 65,356.87 12.66 19,144.55
525 2/1/2035 2.000% 50.25 554.43 0.00 504.18 64,852.69 12.56 19,157.11
526 2/15/2035 2.000% 49.86 554.43 0.00 504.57 64,348.12 12.47 19,169.58
527 3/1/2035 2.000% 49.48 554.43 1,000.00 1,504.95 62,843.17 12.37 19,181.95
528 3/15/2035 2.000% 48.32 554.43 0.00 506.11 62,337.06 12.08 19,194.03
529 3/29/2035 2.000% 47.93 554.43 0.00 506.50 61,830.56 11.98 19,206.01
530 4/12/2035 2.000% 47.54 554.43 0.00 506.89 61,323.67 11.89 19,217.89
531 4/26/2035 2.000% 47.15 554.43 0.00 507.28 60,816.39 11.79 19,229.68
532 5/10/2035 2.000% 46.76 554.43 0.00 507.67 60,308.72 11.69 19,241.37
533 5/24/2035 2.000% 46.37 554.43 0.00 508.06 59,800.66 11.59 19,252.96
534 6/7/2035 2.000% 45.98 554.43 0.00 508.45 59,292.21 11.50 19,264.46
535 6/21/2035 2.000% 45.59 554.43 0.00 508.84 58,783.37 11.40 19,275.86
536 7/5/2035 2.000% 45.20 554.43 0.00 509.23 58,274.14 11.30 19,287.16
537 7/19/2035 2.000% 44.81 554.43 0.00 509.62 57,764.52 11.20 19,298.36
538 8/2/2035 2.000% 44.41 554.43 0.00 510.02 57,254.50 11.10 19,309.46
539 8/16/2035 2.000% 44.02 554.43 0.00 510.41 56,744.09 11.01 19,320.47
540 8/30/2035 2.000% 43.63 554.43 0.00 510.80 56,233.29 10.91 19,331.37
541 9/13/2035 2.000% 43.24 554.43 0.00 511.19 55,722.10 10.81 19,342.18
542 9/27/2035 2.000% 42.84 554.43 0.00 511.59 55,210.51 10.71 19,352.89
543 10/11/2035 2.000% 42.45 554.43 0.00 511.98 54,698.53 10.61 19,363.51
544 10/25/2035 2.000% 42.06 554.43 0.00 512.37 54,186.16 10.52 19,374.02
545 11/8/2035 2.000% 41.66 554.43 0.00 512.77 53,673.39 10.42 19,384.44
546 11/22/2035 21 2.000% 41.27 554.43 0.00 513.16 53,160.23 10.32 19,394.75
547 12/6/2035 2.000% 40.87 554.43 0.00 513.56 52,646.67 10.22 19,404.97
548 12/20/2035 2.000% 40.48 554.43 0.00 513.95 52,132.72 10.12 19,415.09
549 1/3/2036 2.000% 40.08 554.43 0.00 514.35 51,618.37 10.02 19,425.11
550 1/17/2036 2.000% 39.69 554.43 0.00 514.74 51,103.63 9.92 19,435.03
551 1/31/2036 2.000% 39.29 554.43 0.00 515.14 50,588.49 9.82 19,444.86
552 2/14/2036 2.000% 38.90 554.43 0.00 515.53 50,072.96 9.73 19,454.58
553 2/28/2036 2.000% 38.50 554.43 1,000.00 1,515.93 48,557.03 9.63 19,464.21
554 3/13/2036 2.000% 37.33 554.43 0.00 517.10 48,039.93 9.33 19,473.54
555 3/27/2036 2.000% 36.94 554.43 0.00 517.49 47,522.44 9.24 19,482.77
556 4/10/2036 2.000% 36.54 554.43 0.00 517.89 47,004.55 9.14 19,491.91
557 4/24/2036 2.000% 36.14 554.43 0.00 518.29 46,486.26 9.04 19,500.94
558 5/8/2036 2.000% 35.74 554.43 0.00 518.69 45,967.57 8.94 19,509.88
559 5/22/2036 2.000% 35.34 554.43 0.00 519.09 45,448.48 8.84 19,518.71
560 6/5/2036 2.000% 34.94 554.43 0.00 519.49 44,928.99 8.74 19,527.45
561 6/19/2036 2.000% 34.55 554.43 0.00 519.88 44,409.11 8.64 19,536.09
562 7/3/2036 2.000% 34.15 554.43 0.00 520.28 43,888.83 8.54 19,544.62
563 7/17/2036 2.000% 33.75 554.43 0.00 520.68 43,368.15 8.44 19,553.06
564 7/31/2036 2.000% 33.35 554.43 0.00 521.08 42,847.07 8.34 19,561.40
565 8/14/2036 2.000% 32.94 554.43 0.00 521.49 42,325.58 8.24 19,569.63
566 8/28/2036 2.000% 32.54 554.43 0.00 521.89 41,803.69 8.14 19,577.77
567 9/11/2036 2.000% 32.14 554.43 0.00 522.29 41,281.40 8.04 19,585.80
568 9/25/2036 2.000% 31.74 554.43 0.00 522.69 40,758.71 7.94 19,593.74

569 10/9/2036 2.000% 31.34 554.43 0.00 523.09 40,235.62 7.84 19,601.57
570 10/23/2036 2.000% 30.94 554.43 0.00 523.49 39,712.13 7.74 19,609.31
571 11/6/2036 2.000% 30.53 554.43 0.00 523.90 39,188.23 7.63 19,616.94
572 11/20/2036 22 2.000% 30.13 554.43 0.00 524.30 38,663.93 7.53 19,624.47
573 12/4/2036 2.000% 29.73 554.43 0.00 524.70 38,139.23 7.43 19,631.91
574 12/18/2036 2.000% 29.32 554.43 0.00 525.11 37,614.12 7.33 19,639.24
575 1/1/2037 2.000% 28.92 554.43 0.00 525.51 37,088.61 7.23 19,646.47
576 1/15/2037 2.000% 28.52 554.43 0.00 525.91 36,562.70 7.13 19,653.60
577 1/29/2037 2.000% 28.11 554.43 0.00 526.32 36,036.38 7.03 19,660.62
578 2/12/2037 2.000% 27.71 554.43 0.00 526.72 35,509.66 6.93 19,667.55
579 2/26/2037 2.000% 27.30 554.43 1,000.00 1,527.13 33,982.53 6.83 19,674.38
580 3/12/2037 2.000% 26.13 554.43 0.00 528.30 33,454.23 6.53 19,680.91
581 3/26/2037 2.000% 25.72 554.43 0.00 528.71 32,925.52 6.43 19,687.34
582 4/9/2037 2.000% 25.32 554.43 0.00 529.11 32,396.41 6.33 19,693.67
583 4/23/2037 2.000% 24.91 554.43 0.00 529.52 31,866.89 6.23 19,699.90
584 5/7/2037 2.000% 24.50 554.43 0.00 529.93 31,336.96 6.13 19,706.02
585 5/21/2037 2.000% 24.09 554.43 0.00 530.34 30,806.62 6.02 19,712.04
586 6/4/2037 2.000% 23.69 554.43 0.00 530.74 30,275.88 5.92 19,717.97
587 6/18/2037 2.000% 23.28 554.43 0.00 531.15 29,744.73 5.82 19,723.79
588 7/2/2037 2.000% 22.87 554.43 0.00 531.56 29,213.17 5.72 19,729.50
589 7/16/2037 2.000% 22.46 554.43 0.00 531.97 28,681.20 5.62 19,735.12
590 7/30/2037 2.000% 22.05 554.43 0.00 532.38 28,148.82 5.51 19,740.63
591 8/13/2037 2.000% 21.64 554.43 0.00 532.79 27,616.03 5.41 19,746.04
592 8/27/2037 2.000% 21.23 554.43 0.00 533.20 27,082.83 5.31 19,751.35
593 9/10/2037 2.000% 20.82 554.43 0.00 533.61 26,549.22 5.21 19,756.55
594 9/24/2037 2.000% 20.41 554.43 0.00 534.02 26,015.20 5.10 19,761.66
595 10/8/2037 2.000% 20.00 554.43 0.00 534.43 25,480.77 5.00 19,766.66
596 10/22/2037 2.000% 19.59 554.43 0.00 534.84 24,945.93 4.90 19,771.55
597 11/5/2037 2.000% 19.18 554.43 0.00 535.25 24,410.68 4.80 19,776.35
598 11/19/2037 23 2.000% 18.77 554.43 0.00 535.66 23,875.02 4.69 19,781.04
599 12/3/2037 2.000% 18.36 554.43 0.00 536.07 23,338.95 4.59 19,785.63
600 12/17/2037 2.000% 17.94 554.43 0.00 536.49 22,802.46 4.49 19,790.12
601 12/31/2037 2.000% 17.53 554.43 0.00 536.90 22,265.56 4.38 19,794.50
602 1/14/2038 2.000% 17.12 554.43 0.00 537.31 21,728.25 4.28 19,798.78
603 1/28/2038 2.000% 16.71 554.43 0.00 537.72 21,190.53 4.18 19,802.96
604 2/11/2038 2.000% 16.29 554.43 0.00 538.14 20,652.39 4.07 19,807.03
605 2/25/2038 2.000% 15.88 554.43 1,000.00 1,538.55 19,113.84 3.97 19,811.00
606 3/11/2038 2.000% 14.70 554.43 0.00 539.73 18,574.11 3.68 19,814.67
607 3/25/2038 2.000% 14.28 554.43 0.00 540.15 18,033.96 3.57 19,818.24
608 4/8/2038 2.000% 13.87 554.43 0.00 540.56 17,493.40 3.47 19,821.71
609 4/22/2038 2.000% 13.45 554.43 0.00 540.98 16,952.42 3.36 19,825.07
610 5/6/2038 2.000% 13.03 554.43 0.00 541.40 16,411.02 3.26 19,828.33
611 5/20/2038 2.000% 12.62 554.43 0.00 541.81 15,869.21 3.16 19,831.49
612 6/3/2038 2.000% 12.20 554.43 0.00 542.23 15,326.98 3.05 19,834.54
613 6/17/2038 2.000% 11.78 554.43 0.00 542.65 14,784.33 2.95 19,837.48
614 7/1/2038 2.000% 11.37 554.43 0.00 543.06 14,241.27 2.84 19,840.32
615 7/15/2038 2.000% 10.95 554.43 0.00 543.48 13,697.79 2.74 19,843.06
616 7/29/2038 2.000% 10.53 554.43 0.00 543.90 13,153.89 2.63 19,845.69
617 8/12/2038 2.000% 10.11 554.43 0.00 544.32 12,609.57 2.53 19,848.22
618 8/26/2038 2.000% 9.70 554.43 0.00 544.73 12,064.84 2.43 19,850.65
619 9/9/2038 2.000% 9.28 554.43 0.00 545.15 11,519.69 2.32 19,852.97
620 9/23/2038 2.000% 8.86 554.43 0.00 545.57 10,974.12 2.22 19,855.18
621 10/7/2038 2.000% 8.44 554.43 0.00 545.99 10,428.13 2.11 19,857.29
622 10/21/2038 2.000% 8.02 554.43 0.00 546.41 9,881.72 2.01 19,859.30
623 11/4/2038 2.000% 7.60 554.43 0.00 546.83 9,334.89 1.90 19,861.20
624 11/18/2038 24 2.000% 7.18 554.43 0.00 547.25 8,787.64 1.80 19,862.99
625 12/2/2038 2.000% 6.76 554.43 0.00 547.67 8,239.97 1.69 19,864.68
626 12/16/2038 2.000% 6.34 554.43 0.00 548.09 7,691.88 1.59 19,866.27
627 12/30/2038 2.000% 5.91 554.43 0.00 548.52 7,143.36 1.48 19,867.74
628 1/13/2039 2.000% 5.49 554.43 0.00 548.94 6,594.42 1.37 19,869.12
629 1/27/2039 2.000% 5.07 554.43 0.00 549.36 6,045.06 1.27 19,870.38
630 2/10/2039 2.000% 4.65 554.43 0.00 549.78 5,495.28 1.16 19,871.55
631 2/24/2039 2.000% 4.23 554.43 1,000.00 1,550.20 3,945.08 1.06 19,872.60
632 3/10/2039 2.000% 3.03 554.43 0.00 551.40 3,393.68 0.76 19,873.36
633 3/24/2039 2.000% 2.61 554.43 0.00 551.82 2,841.86 0.65 19,874.01
634 4/7/2039 2.000% 2.19 554.43 0.00 552.24 2,289.62 0.55 19,874.56
635 4/21/2039 2.000% 1.76 554.43 0.00 552.67 1,736.95 0.44 19,875.00
636 5/5/2039 2.000% 1.34 554.43 0.00 553.09 1,183.86 0.34 19,875.34
637 5/19/2039 2.000% 0.91 554.43 0.00 553.52 630.34 0.23 19,875.56

638 6/2/2039 2.000% 0.48 554.43 0.00 553.95 76.39 0.12 19,875.68
639 6/16/2039 2.000% 0.06 76.45 0.00 76.39 0.00 0.02 19,875.70













[42]

Liabilities / Obligations
Final Expenses
Burial fees / Frais funéraires $ 15,000.00
Outstanding Debts / Dettes

Credit Cards / Carte de crédit $ -
Mortgage/ Hypothèque $ -
Loan / Prêt $ -
Personal Debts $ -
Total Debts/ Dettes totales 15,000.00 $
Do you have any Childs / Avez-vous des enfants ?
How much per year would your family needs until Combien votre famille aurait besoin jusqu'à ce que vos
your kids are 18 enfant soit majeurs
Amount needed/Montant requis Années / Years Total
Child 1 /Enfant 1 $ 3,000.00 12 36,000.00 $
Child 2 /Enfant 2 $ 3,000.00 11 33,000.00 $
Child 3 /Enfant 3 $ - 16 - $
Child 4 /Enfant 4 $ - 17 - $
Total needed until all your kids are 18/Total requis
jusqu'à ce que les enfants aient 18 ans $ 69,000.00
Do kids require college funding ? / Est-ce que les If yes, How much is required per years? Si oui, combien
enfants auront besoin d'argent à l'université? par années?
Amount needed/Montant requis Années / Years Total
Child 1 /Enfant 1 $ 3,000.00 4 12,000.00 $
Child 2 /Enfant 2 $ 3,000.00 3 9,000.00 $
Child 3 /Enfant 3 $ - 3 - $
Child 4 /Enfant 4 $ - 2 - $
Total needed for education/Total requis pour
l'éducation $ 21,000.00
Total Income your family would need if you died today

Revenu requis dont la famille aurait besoin s'il y avait un décès aujourd'hui
Estimated Annual Income before tax / Revenu annuel présu $ 40,000.00
Spouses's marginal Tax rate / Taux d'imposition de
l'époux(se)/conjoint 15%
Estimated Annual Income after taxes / Revenu annuel
présumé sprès impôt $ 34,000.00
Estimated Years expected to work / Nombre 25
d'années de travail requis
Inflation 2%
Interest rate/Taux d'intérêt 6%
Annuity Payment Term Beginning of Year
Term (type) 1
Total Needed/ Total requis pour l'époux(se)/conjoint
Initial Principal $ 542,014.30
Initial Principal (inflation adjusted) $ 654,805.51
Assets / Actifs
Investments/Investissement if taxable benefits Amout
TFSA/CÉLI $ 25,000.00
RÉER/RRSP 15% $ 50,000.00
RRCD/DCPP 15% $ 40,000.00
RRPD/DBPP 15%
Savings account/other assets / Compte d'épargnes
ou autres actifs $ 10,000.00
REEE/RESP $ 20,000.00
Total Value of Investments Valeur Totale des
investissements $ 131,500.00
Existing Life Insurances / Assurance Vie Existantes

At work / Au travail $ 200,000.00
Credit Insurances / Assurance Crédit $ -
Life Insurance in force / Assurance vie actives 200,000.00 $
Total Life Insurance Need

Besoin en Assurance Total 428,305.51 $
Client's acknowledgements of Life Insurance Needs/ Reconnaissance du

Client du besoin en Assurance Vie
Nom/Last Name Prénom/ First Name
Signature
Conseiller: Christophe Bernard

Conseiller en sécurité Financière
Numéro de Permis auprès de
l'autorité des marché financiers 171915 8/1/2023
Signature
Signature
Retirement Savings Calculator /
Calculatrice d'épargne pour la Retraite
RRSP / RÉER Estimated Future Value /
Current Age/ Âge actuel 35 Valeur Future Présumée
Age at Retirement / Âge à la retraite 65 Years until retirement / années juqu'à la retraite 30
$
Estimated Future Value / Valeur future présumée 1,020,322
Present Value / Valeur Actuelle $ 40,000 Total Invested / Total Investi $ 340,000
Expected ROR / Gains annuels Total Interest / Intérêts totaux $ 680,322
estimés
6.0%
Annual Payment / Paiements
1,200,000.00
annuels
$ 10,000 Balance
# of Annual Payments /Nbre de 1,000,000.00 Cumulative
paiements annuels 34 Payments
800,000.00
600,000.00 [42]
400,000.00
Use Random Rates? Taux aléatoires No 0.00
Min No 200,000.00
Max No
Average / Moyenne Yes 0.00
35 3 8 4 1 44 47 5 0 53 56 59 62
Annuity Calculator /
Calculatrice de revenu de retraite
Solve for Initial Principal / De quel capital ai-je besoin?
Annual Payment / Paiement Annuel $ 50,000.00

Interest Rate / Taux d'intérêt 4%
Inflation Rate / Taux d'inflation 2%
Years to Withdraw / Année à retirer les sommes 25
Annuity Payment Term / Terme du payment de la rente Beginning of Year
Term (type) 1
Initial Principal $ 812,348.16

Initial Principal (inflation adjusted) $ 999,910.93
Solving for Annuity Payment/ Résolution de paiements annuels

Initial Principal /Capital $ 1,020,321.51
Interest Rate Taux d'intérêt 4%
Inflation Rate / Taux de l'inflation 2%
Years to Withdraw / Année de retraites anticipées 30
Annuity Payment Term / Terme de paiement de la rent Beginning of Year
Term (type) 1
Inflation Adjusted / Ajusté à l'inflation

1st Annual Payment/ 1er Paiement
$ 56,735.86 $ 44,440.61
annuel
Last Annual Payment / Dernier Paiem $ 56,735.86 $ 78,919.61
First Monthly Payment / Premier Pai $ 4,854.99 $ 3,745.21
Last Monthly Payment / Dernier paim $ 4,854.99 $ 6,809.46
Solve for a Years to Pay Out / Combien d'années vais-je être payé
Initial Principal / Capital initial $ 1,000,000.00

First Annual Withdrawal / Premier retrait annuel $ 50,000.00
Interest Rate / Taux d'intérêt 4%
Inflation Rate / Taux d'inflation 2%
Annuity Payment Term / Terme de la rente Beginning of Year
Term (type) 1
Number of Years / Nombre d'années 37.39

25.00
Number of Years (inflation adjusted)Nbre d'année ajusté à l'inflation
Questionnaire de Client / Know Your Client
Dossier Client / Client's file

Nom et Prénom /First & Last
Name Christophe Bernard
Mortgage Calculator if yes print the mtg calculator
Company ABC Retirement Calculator if yes print the retirement calculator
NAS / SIN 285285285
DDN / DOB 12/31/1899
Statut Marital / Marital Status Divorcé
Adresse / Address 1234 de la rue
Maison / Home Cellulaire / Mobile Travail / Work
Téléphone # / Phone # 5145045828 5145055929 5045066030
But / Goal Accumulation de patrimoine / Wealth Accumulation
Bénéficiare / Beneficiary Gerard tremblay

Investors' risk profile /
Questionnaire de risque. Adacieux / Aggressive
Testament / Will
Mandat en cas d'inaptitude /
mandate in case of incapacity
Enfant handicapé /
Handicapped kid
Name Company Work Function Phone Email Address
Christophe Bernard ABC

Statut Maritalbut Goal
OUI / YES OUI / YES OUI / YES Célibataire / Accumulation
NON / NO NON / NO NON / NO Conjoint de Protection du
Marié / Marri Protection Fa
Divorcé / Divorced
Fiancé / Engaged
Autre
Hey Edgardo for each choices in the investors' Profile, there is a point associated with the answer. First
answer is 1 point ; 2nd =2 points; 3rd = 5 points; 4th answer = 10 points and 5th answer = 15 points. The
sum of all the results give you a number that must be updated with B16. So, if the sum of all the answer
shows an amount from 8 to 24 you are conservative/ sécuritaire ; 25 to 48 points = Modéré, Moderate;
49 to 72 points Balanced/Équilibré, 73 to 96 CRoissance or growth; 97 to 120 Audacieux or Aggressive
Investors' Risk Profile / Questionnaire de Risques

mtg calculator Reponse / Answer Points
retirement calculator Age entre 18 et 40 / between 18 and 40
Quand est-ce que vous prevoyez de prendre votre retraite / When do you intend to retire
Quel est votre revenu annuel brut (Avant Impôts?)
Quelle est votre situation financière / What's your financial situation
Quel est votre principal objectif de placement ? What's your most important investment goal?
Croissance Significative / Significant Growth
En supposant que les marchés connaissent une période difficile, quelle baisse de la valeur de vos
placements pourriez-vous tolérer? Assuming the stock market suffer a correction, what amount of
devaluation could you tolerate?
plus de 20% / more than 20%

Si vous placiez 10 000$ pour un an, quelle fourchette de perte ou de gain potentiels serait la plus
acceptable? / If you had to invest $10,000 for 1 year, what bracket of potential gains and losses would be
acceptable to you ?
de - 1 000$ à + 1 500$/ From $-1,000 to +$1,500
Quel est votre niveau de connaissance des placement ? / What is your investment's knowledge?
City Province Postal Notes Estimated Last Next Next

Code Sale Contact Action Contact
KYC Mortgage CalcRetirement Ca
Age Quand est-ce Quel est votr Quelle est vot
sécuritaire / OUI / YES OUI / YES 70< … 1 Moins de 3 anMoins de 25 0Très Précaire
Modéré / ModNON / NO NON / NO entre 61 et 7 2 dans 3 à 5 ans25 001$ à 50 plutôt précai
Équilibré / Balanced entre 51 et 6 5 dans 6 à 12 an50 0001$ à 75Plutôt stable
Croissance / Growth entre 41 et 5 10 dans 13 à 20 a75 001$ à 100Bonne / Fairl
Adacieux / Aggressive entre 18 et 4 15 Dans plus de 100 001$ et pTrès Bonne /
d with the answer. First
answer = 15 points. The
he sum of all the answer
ts = Modéré, Moderate;
udacieux or Aggressive
ues
stment goal?
e de la valeur de vos
ion, what amount of
entiels serait la plus

ains and losses would be
's knowledge?
Lead Lead Notes Policy Insurance KYC SIN DOB

Status Source Number in Company
Force
Adacieux / Ag 285285285 12/31/1899

Quel est votre principal o En Si vous Quel est
Sécurité / Security supposant
Aucune Baissede - 100$ à + votre
placiez 10 Faibleniveau
/ Very Limited
que les 000$ pour de
Stabilité / Stability moins
marchés de 5% /d
une -500$
an, à + Limité / Limited
connaissanc
Croissance Modérée / Mod5% connaissent quelle
à 10% / 5 de e des / Moderate
- 1 000$ à Modéré
une période fourchette placement ?
Croissance Significative / S 10% à 20% / de - 1 500$ à Bon / Good
difficile, de perte ou / What is
Croissance Maximale / M plus de 20% de
quelle de -2 000$ à Très
gain your bon / Very Good
baisse de la potentiels investment's
valeur de serait la plus knowledge?
vos acceptable?
placements / If you had
pourriez- to invest
vous tolérer? $10,000 for
Assuming 1 year, what
the stock bracket of
market potential
suffer a gains and
correction, losses would
what be
amount of acceptable
devaluation to you ?
could you
tolerate?
Marital Home Cell Phone Work Beneficiar
Status Phone Phone y
Divorcé 5145045828 5145055929 5045066030 Gerard tremblay

HELP
http://www.vertex42.com/ExcelTemplates/crm-template.html © 2013-2023 Vertex42 LLC
About This Template
A critical feature of any CRM system is to track communications with

customers, plan follow-up contacts, update the lead status, and after gaining a
customer, schedule future communication that will help you keep them as a
customer. Tracking sales is also an important part of CRM.
The CRM template provides a starting point for people looking for an Excel-based
CRM solution. It is designed to be easy to customize (limited only by your
knowledge of Excel).
INSTRUCTIONS: Below the table in each worksheet are instructions for using and
customizing that specific worksheet.
Additional Help
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that talks about this template.
REFERENCES
SEE ALSO Vertex42.com: Money Management Template
SEE ALSO Vertex42.com: Home Mortgage Calculator
TIPS Vertex42.com: Spreadsheet Tips Workbook

CRM Template
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© 2013-2023 Vertex42 LLC
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Do not submit copies or modifications of this template to any website or

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Please review the following license agreement to learn how you may or may
not use this template. Thank you.
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Contact Customer Purpose Method Notes

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Contact Customer Purpose Method Notes

http://www.vertex42.com/ExcelTemplates/crm-template.html © 2010 Vertex42 LLC