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DATA PERFECT TIMING

S&P500 S&P500 Total


Date Total Return Total Return Contribution Date Cash Savings Stock Portfolio
Index
1/1/1988 257.47 $500.00 1/1/1988 $500.00 $0.00
2/1/1988 269.48 4.66% $1,000.00 2/1/1988 $1,000.00 $0.00
3/1/1988 Data source:-3.09%
261.15 Yahoo $1,500.00
Finance 3/1/1988 $1,500.00 $0.00
4/1/1988 https://finance.yahoo.com/quote/%5ESP500TR/hist
264.04 1.11% $2,000.00 4/1/1988 $2,000.00 $0.00
5/1/1988 ory?period1=568278000&period2=1575874800&in
266.32 0.86% $2,500.00 5/1/1988 $2,500.00 $0.00
terval=1mo&filter=history&frequency=1mo
6/1/1988 278.54 4.59% $3,000.00 6/1/1988 $3,000.00 $0.00
7/1/1988 277.49 -0.38% $3,500.00 7/1/1988 $3,500.00 $0.00
8/1/1988 268.07 -3.39% $4,000.00 8/1/1988 $4,000.00 $0.00
9/1/1988 279.49 4.26% $4,500.00 9/1/1988 $4,500.00 $0.00
10/1/1988 287.27 2.78% $5,000.00 10/1/1988 $5,000.00 $0.00
11/1/1988 283.18 -1.42% $5,500.00 11/1/1988 $5,500.00 $0.00
12/1/1988 288.12 1.74% $6,000.00 12/1/1988 $6,000.00 $0.00
1/1/1989 309.21 7.32% $6,500.00 1/1/1989 $6,500.00 $0.00
2/1/1989 301.51 -2.49% $7,000.00 2/1/1989 $7,000.00 $0.00
3/1/1989 308.54 2.33% $7,500.00 3/1/1989 $7,500.00 $0.00
4/1/1989 324.56 5.19% $8,000.00 4/1/1989 $8,000.00 $0.00
5/1/1989 337.69 4.05% $8,500.00 5/1/1989 $8,500.00 $0.00
6/1/1989 335.78 -0.57% $9,000.00 6/1/1989 $9,000.00 $0.00
7/1/1989 366.10 9.03% $9,500.00 7/1/1989 $9,500.00 $0.00
8/1/1989 373.25 1.95% $10,000.00 8/1/1989 $10,000.00 $0.00
9/1/1989 371.74 -0.40% $10,500.00 9/1/1989 $10,500.00 $0.00
10/1/1989 363.11 -2.32% $11,000.00 10/1/1989 $11,000.00 $0.00
11/1/1989 370.51 2.04% $11,500.00 11/1/1989 $11,500.00 $0.00
12/1/1989 379.41 2.40% $12,000.00 12/1/1989 $12,000.00 $0.00
1/1/1990 353.94 -6.71% $12,500.00 1/1/1990 $12,500.00 $0.00
2/1/1990 358.50 1.29% $13,000.00 2/1/1990 $13,000.00 $0.00
3/1/1990 368.00 2.65% $13,500.00 3/1/1990 $13,500.00 $0.00
4/1/1990 358.82 -2.49% $14,000.00 4/1/1990 $14,000.00 $0.00
5/1/1990 393.80 9.75% $14,500.00 5/1/1990 $14,500.00 $0.00
6/1/1990 391.14 -0.68% $15,000.00 6/1/1990 $15,000.00 $0.00
7/1/1990 389.89 -0.32% $15,500.00 7/1/1990 $15,500.00 $0.00
8/1/1990 354.65 -9.04% $16,000.00 8/1/1990 $16,000.00 $0.00
9/1/1990 337.39 -4.87% $16,500.00 9/1/1990 $16,500.00 $0.00
10/1/1990 335.95 -0.43% $17,000.00 10/1/1990 $0.00 $17,000.00
11/1/1990 357.67 6.47% $17,500.00 11/1/1990 $500.00 $18,099.09
12/1/1990 367.63 2.78% $18,000.00 12/1/1990 $1,000.00 $18,603.10
1/1/1991 383.64 4.35% $18,500.00 1/1/1991 $1,500.00 $19,413.25
2/1/1991 411.08 7.15% $19,000.00 2/1/1991 $2,000.00 $20,801.78
3/1/1991 421.03 2.42% $19,500.00 3/1/1991 $2,500.00 $21,305.28
4/1/1991 422.03 0.24% $20,000.00 4/1/1991 $3,000.00 $21,355.89
5/1/1991 440.24 4.31% $20,500.00 5/1/1991 $3,500.00 $22,277.36
6/1/1991 420.07 -4.58% $21,000.00 6/1/1991 $4,000.00 $21,256.70
7/1/1991 439.65 4.66% $21,500.00 7/1/1991 $4,500.00 $22,247.51
8/1/1991 450.06 2.37% $22,000.00 8/1/1991 $5,000.00 $22,774.28
9/1/1991 442.53 -1.67% $22,500.00 9/1/1991 $5,500.00 $22,393.24
10/1/1991 448.48 1.34% $23,000.00 10/1/1991 $6,000.00 $22,694.33
11/1/1991 430.41 -4.03% $23,500.00 11/1/1991 $6,500.00 $21,779.94
12/1/1991 479.63 11.44% $24,000.00 12/1/1991 $7,000.00 $24,270.61
1/1/1992 470.70 -1.86% $24,500.00 1/1/1992 $7,500.00 $23,818.72
2/1/1992 476.79 1.29% $25,000.00 2/1/1992 $8,000.00 $24,126.89
3/1/1992 467.52 -1.94% $25,500.00 3/1/1992 $8,500.00 $23,657.80
4/1/1992 481.25 2.94% $26,000.00 4/1/1992 $9,000.00 $24,352.58
5/1/1992 483.60 0.49% $26,500.00 5/1/1992 $9,500.00 $24,471.50
6/1/1992 476.41 -1.49% $27,000.00 6/1/1992 $10,000.00 $24,107.66
7/1/1992 495.87 4.08% $27,500.00 7/1/1992 $10,500.00 $25,092.39
8/1/1992 485.72 -2.05% $28,000.00 8/1/1992 $11,000.00 $24,578.78
9/1/1992 491.43 1.18% $28,500.00 9/1/1992 $11,500.00 $24,867.72
10/1/1992 493.13 0.35% $29,000.00 10/1/1992 $12,000.00 $24,953.74
11/1/1992 509.92 3.40% $29,500.00 11/1/1992 $12,500.00 $25,803.36
12/1/1992 516.18 1.23% $30,000.00 12/1/1992 $13,000.00 $26,120.14
1/1/1993 520.49 0.83% $30,500.00 1/1/1993 $13,500.00 $26,338.23
2/1/1993 527.59 1.36% $31,000.00 2/1/1993 $14,000.00 $26,697.51
3/1/1993 538.72 2.11% $31,500.00 3/1/1993 $14,500.00 $27,260.72
4/1/1993 525.70 -2.42% $32,000.00 4/1/1993 $15,000.00 $26,601.87
5/1/1993 539.76 2.67% $32,500.00 5/1/1993 $15,500.00 $27,313.35
6/1/1993 541.34 0.29% $33,000.00 6/1/1993 $16,000.00 $27,393.30
7/1/1993 539.16 -0.40% $33,500.00 7/1/1993 $16,500.00 $27,282.99
8/1/1993 559.62 3.79% $34,000.00 8/1/1993 $17,000.00 $28,318.32
9/1/1993 555.33 -0.77% $34,500.00 9/1/1993 $17,500.00 $28,101.24
10/1/1993 566.82 2.07% $35,000.00 10/1/1993 $18,000.00 $28,682.66
11/1/1993 561.41 -0.95% $35,500.00 11/1/1993 $18,500.00 $28,408.90
12/1/1993 568.20 1.21% $36,000.00 12/1/1993 $19,000.00 $28,752.49
1/1/1994 587.52 3.40% $36,500.00 1/1/1994 $19,500.00 $29,730.14
2/1/1994 571.57 -2.71% $37,000.00 2/1/1994 $20,000.00 $28,923.02
3/1/1994 546.65 -4.36% $37,500.00 3/1/1994 $20,500.00 $27,662.00
4/1/1994 553.66 1.28% $38,000.00 4/1/1994 $21,000.00 $28,016.73
5/1/1994 562.75 1.64% $38,500.00 5/1/1994 $21,500.00 $28,476.71
6/1/1994 548.96 -2.45% $39,000.00 6/1/1994 $22,000.00 $27,778.90
7/1/1994 566.98 3.28% $39,500.00 7/1/1994 $22,500.00 $28,690.76
8/1/1994 590.23 4.10% $40,000.00 8/1/1994 $23,000.00 $29,867.27
9/1/1994 575.80 -2.44% $40,500.00 9/1/1994 $23,500.00 $29,137.07
10/1/1994 588.73 2.25% $41,000.00 10/1/1994 $24,000.00 $29,791.37
11/1/1994 567.29 -3.64% $41,500.00 11/1/1994 $24,500.00 $28,706.44
12/1/1994 575.71 1.48% $42,000.00 12/1/1994 $25,000.00 $29,132.52
1/1/1995 590.64 2.59% $42,500.00 1/1/1995 $25,500.00 $29,888.02
2/1/1995 613.65 3.90% $43,000.00 2/1/1995 $26,000.00 $31,052.39
3/1/1995 631.76 2.95% $43,500.00 3/1/1995 $26,500.00 $31,968.80
4/1/1995 650.36 2.94% $44,000.00 4/1/1995 $27,000.00 $32,910.01
5/1/1995 676.36 4.00% $44,500.00 5/1/1995 $27,500.00 $34,225.69
6/1/1995 692.07 2.32% $45,000.00 6/1/1995 $28,000.00 $35,020.66
7/1/1995 715.02 3.32% $45,500.00 7/1/1995 $28,500.00 $36,181.99
8/1/1995 716.82 0.25% $46,000.00 8/1/1995 $29,000.00 $36,273.08
9/1/1995 747.07 4.22% $46,500.00 9/1/1995 $29,500.00 $37,803.81
10/1/1995 744.40 -0.36% $47,000.00 10/1/1995 $30,000.00 $37,668.70
11/1/1995 777.07 4.39% $47,500.00 11/1/1995 $30,500.00 $39,321.89
12/1/1995 792.04 1.93% $48,000.00 12/1/1995 $31,000.00 $40,079.41
1/1/1996 819.00 3.40% $48,500.00 1/1/1996 $31,500.00 $41,443.67
2/1/1996 826.59 0.93% $49,000.00 2/1/1996 $32,000.00 $41,827.74
3/1/1996 834.55 0.96% $49,500.00 3/1/1996 $32,500.00 $42,230.54
4/1/1996 846.85 1.47% $50,000.00 4/1/1996 $33,000.00 $42,852.95
5/1/1996 868.69 2.58% $50,500.00 5/1/1996 $33,500.00 $43,958.12
6/1/1996 872.01 0.38% $51,000.00 6/1/1996 $34,000.00 $44,126.12
7/1/1996 833.48 -4.42% $51,500.00 7/1/1996 $34,500.00 $42,176.39
8/1/1996 851.06 2.11% $52,000.00 8/1/1996 $35,000.00 $43,065.99
9/1/1996 898.97 5.63% $52,500.00 9/1/1996 $35,500.00 $45,490.37
10/1/1996 923.76 2.76% $53,000.00 10/1/1996 $36,000.00 $46,744.81
11/1/1996 993.58 7.56% $53,500.00 11/1/1996 $36,500.00 $50,277.90
12/1/1996 973.90 -1.98% $54,000.00 12/1/1996 $37,000.00 $49,282.04
1/1/1997 1034.74 6.25% $54,500.00 1/1/1997 $37,500.00 $52,360.71
2/1/1997 1042.85 0.78% $55,000.00 2/1/1997 $38,000.00 $52,771.09
3/1/1997 1000.00 -4.11% $55,500.00 3/1/1997 $38,500.00 $50,602.77
4/1/1997 1059.70 5.97% $56,000.00 4/1/1997 $39,000.00 $53,623.75
5/1/1997 1124.22 6.09% $56,500.00 5/1/1997 $39,500.00 $56,888.64
6/1/1997 1174.59 4.48% $57,000.00 6/1/1997 $40,000.00 $59,437.50
7/1/1997 1268.05 7.96% $57,500.00 7/1/1997 $40,500.00 $64,166.84
8/1/1997 1197.01 -5.60% $58,000.00 8/1/1997 $41,000.00 $60,572.02
9/1/1997 1262.56 5.48% $58,500.00 9/1/1997 $41,500.00 $63,889.03
10/1/1997 1220.40 -3.34% $59,000.00 10/1/1997 $42,000.00 $61,755.62
11/1/1997 1276.89 4.63% $59,500.00 11/1/1997 $42,500.00 $64,614.17
12/1/1997 1298.82 1.72% $60,000.00 12/1/1997 $43,000.00 $65,723.88
1/1/1998 1313.19 1.11% $60,500.00 1/1/1998 $43,500.00 $66,451.04
2/1/1998 1407.90 7.21% $61,000.00 2/1/1998 $44,000.00 $71,243.64
3/1/1998 1480.00 5.12% $61,500.00 3/1/1998 $44,500.00 $74,892.09
4/1/1998 1494.89 1.01% $62,000.00 4/1/1998 $45,000.00 $75,645.57
5/1/1998 1469.19 -1.72% $62,500.00 5/1/1998 $45,500.00 $74,345.08
6/1/1998 1528.87 4.06% $63,000.00 6/1/1998 $46,000.00 $77,365.05
7/1/1998 1512.59 -1.06% $63,500.00 7/1/1998 $46,500.00 $76,541.24
8/1/1998 1293.90 -14.46% $64,000.00 8/1/1998 $47,000.00 $65,474.92
9/1/1998 1376.79 6.41% $64,500.00 9/1/1998 $47,500.00 $69,669.38
10/1/1998 1488.78 8.13% $65,000.00 10/1/1998 $48,000.00 $75,336.39
11/1/1998 1579.02 6.06% $65,500.00 11/1/1998 $48,500.00 $79,902.78
12/1/1998 1670.01 5.76% $66,000.00 12/1/1998 $49,000.00 $84,507.13
1/1/1999 1739.84 4.18% $66,500.00 1/1/1999 $49,500.00 $88,040.72
2/1/1999 1685.77 -3.11% $67,000.00 2/1/1999 $50,000.00 $85,304.63
3/1/1999 1753.21 4.00% $67,500.00 3/1/1999 $50,500.00 $88,717.27
4/1/1999 1821.11 3.87% $68,000.00 4/1/1999 $51,000.00 $92,153.20
5/1/1999 1778.10 -2.36% $68,500.00 5/1/1999 $51,500.00 $89,976.78
6/1/1999 1876.78 5.55% $69,000.00 6/1/1999 $52,000.00 $94,970.26
7/1/1999 1818.18 -3.12% $69,500.00 7/1/1999 $52,500.00 $92,004.94
8/1/1999 1809.19 -0.49% $70,000.00 8/1/1999 $53,000.00 $91,550.02
9/1/1999 1759.59 -2.74% $70,500.00 9/1/1999 $53,500.00 $89,040.12
10/1/1999 1870.94 6.33% $71,000.00 10/1/1999 $54,000.00 $94,674.74
11/1/1999 1908.97 2.03% $71,500.00 11/1/1999 $54,500.00 $96,599.16
12/1/1999 2021.40 5.89% $72,000.00 12/1/1999 $55,000.00 $102,288.43
1/1/2000 1919.84 -5.02% $72,500.00 1/1/2000 $55,500.00 $97,149.21
2/1/2000 1883.50 -1.89% $73,000.00 2/1/2000 $56,000.00 $95,310.31
3/1/2000 2067.76 9.78% $73,500.00 3/1/2000 $56,500.00 $104,634.38
4/1/2000 2005.55 -3.01% $74,000.00 4/1/2000 $57,000.00 $101,486.38
5/1/2000 1964.40 -2.05% $74,500.00 5/1/2000 $57,500.00 $99,404.08
6/1/2000 2012.83 2.47% $75,000.00 6/1/2000 $58,000.00 $101,854.76
7/1/2000 1981.36 -1.56% $75,500.00 7/1/2000 $58,500.00 $100,262.30
8/1/2000 2104.43 6.21% $76,000.00 8/1/2000 $59,000.00 $106,489.98
9/1/2000 1993.33 -5.28% $76,500.00 9/1/2000 $59,500.00 $100,868.01
10/1/2000 1984.91 -0.42% $77,000.00 10/1/2000 $60,000.00 $100,441.94
11/1/2000 1828.42 -7.88% $77,500.00 11/1/2000 $60,500.00 $92,523.11
12/1/2000 1837.37 0.49% $78,000.00 12/1/2000 $61,000.00 $92,976.00
1/1/2001 1902.55 3.55% $78,500.00 1/1/2001 $61,500.00 $96,274.30
2/1/2001 1729.08 -9.12% $79,000.00 2/1/2001 $62,000.00 $87,496.23
3/1/2001 1619.54 -6.34% $79,500.00 3/1/2001 $62,500.00 $81,953.21
4/1/2001 1745.39 7.77% $80,000.00 4/1/2001 $63,000.00 $88,321.56
5/1/2001 1757.09 0.67% $80,500.00 5/1/2001 $63,500.00 $88,913.61
6/1/2001 1714.32 -2.43% $81,000.00 6/1/2001 $64,000.00 $86,749.33
7/1/2001 1697.45 -0.98% $81,500.00 7/1/2001 $64,500.00 $85,895.66
8/1/2001 1591.18 -6.26% $82,000.00 8/1/2001 $65,000.00 $80,518.11
9/1/2001 1462.69 -8.08% $82,500.00 9/1/2001 $65,500.00 $74,016.16
10/1/2001 1490.58 1.91% $83,000.00 10/1/2001 $66,000.00 $75,427.47
11/1/2001 1604.92 7.67% $83,500.00 11/1/2001 $66,500.00 $81,213.39
12/1/2001 1618.98 0.88% $84,000.00 12/1/2001 $67,000.00 $81,924.87
1/1/2002 1595.35 -1.46% $84,500.00 1/1/2002 $67,500.00 $80,729.12
2/1/2002 1564.59 -1.93% $85,000.00 2/1/2002 $68,000.00 $79,172.58
3/1/2002 1623.43 3.76% $85,500.00 3/1/2002 $68,500.00 $82,150.05
4/1/2002 1525.00 -6.06% $86,000.00 4/1/2002 $69,000.00 $77,169.22
5/1/2002 1513.77 -0.74% $86,500.00 5/1/2002 $69,500.00 $76,600.95
6/1/2002 1405.94 -7.12% $87,000.00 6/1/2002 $70,000.00 $71,144.45
7/1/2002 1296.34 -7.80% $87,500.00 7/1/2002 $70,500.00 $65,598.39
8/1/2002 1304.86 0.66% $88,000.00 8/1/2002 $71,000.00 $66,029.53
9/1/2002 1163.04 -10.87% $88,500.00 9/1/2002 $0.00 $137,529.53
10/1/2002 1265.41 8.80% $89,000.00 10/1/2002 $500.00 $149,634.78
11/1/2002 1339.89 5.89% $89,500.00 11/1/2002 $1,000.00 $158,442.04
12/1/2002 1261.18 -5.87% $90,000.00 12/1/2002 $1,500.00 $149,134.59
1/1/2003 1228.14 -2.62% $90,500.00 1/1/2003 $2,000.00 $145,227.60
2/1/2003 1209.71 -1.50% $91,000.00 2/1/2003 $2,500.00 $143,048.25
3/1/2003 1221.46 0.97% $91,500.00 3/1/2003 $3,000.00 $144,437.68
4/1/2003 1322.07 8.24% $92,000.00 4/1/2003 $3,500.00 $156,334.82
5/1/2003 1391.72 5.27% $92,500.00 5/1/2003 $4,000.00 $164,570.94
6/1/2003 1409.48 1.28% $93,000.00 6/1/2003 $4,500.00 $166,671.06
7/1/2003 1434.33 1.76% $93,500.00 7/1/2003 $5,000.00 $169,609.57
8/1/2003 1462.30 1.95% $94,000.00 8/1/2003 $5,500.00 $172,917.03
9/1/2003 1446.77 -1.06% $94,500.00 9/1/2003 $6,000.00 $171,080.61
10/1/2003 1528.62 5.66% $95,000.00 10/1/2003 $6,500.00 $180,759.37
11/1/2003 1542.07 0.88% $95,500.00 11/1/2003 $7,000.00 $182,349.82
12/1/2003 1622.94 5.24% $96,000.00 12/1/2003 $7,500.00 $191,912.70
1/1/2004 1652.73 1.84% $96,500.00 1/1/2004 $8,000.00 $195,435.38
2/1/2004 1675.70 1.39% $97,000.00 2/1/2004 $8,500.00 $198,151.58
3/1/2004 1650.42 -1.51% $97,500.00 3/1/2004 $9,000.00 $195,162.23
4/1/2004 1624.51 -1.57% $98,000.00 4/1/2004 $9,500.00 $192,098.37
5/1/2004 1646.80 1.37% $98,500.00 5/1/2004 $10,000.00 $194,734.16
6/1/2004 1678.83 1.94% $99,000.00 6/1/2004 $10,500.00 $198,521.70
7/1/2004 1623.26 -3.31% $99,500.00 7/1/2004 $11,000.00 $191,950.55
8/1/2004 1629.83 0.40% $100,000.00 8/1/2004 $11,500.00 $192,727.45
9/1/2004 1647.48 1.08% $100,500.00 9/1/2004 $12,000.00 $194,814.56
10/1/2004 1672.65 1.53% $101,000.00 10/1/2004 $12,500.00 $197,790.92
11/1/2004 1740.33 4.05% $101,500.00 11/1/2004 $13,000.00 $205,794.08
12/1/2004 1799.55 3.40% $102,000.00 12/1/2004 $13,500.00 $212,796.86
1/1/2005 1755.68 -2.44% $102,500.00 1/1/2005 $14,000.00 $207,609.23
2/1/2005 1792.63 2.10% $103,000.00 2/1/2005 $14,500.00 $211,978.56
3/1/2005 1760.89 -1.77% $103,500.00 3/1/2005 $15,000.00 $208,225.31
4/1/2005 1727.49 -1.90% $104,000.00 4/1/2005 $15,500.00 $204,275.75
5/1/2005 1782.46 3.18% $104,500.00 5/1/2005 $16,000.00 $210,775.95
6/1/2005 1784.99 0.14% $105,000.00 6/1/2005 $16,500.00 $211,075.13
7/1/2005 1851.37 3.72% $105,500.00 7/1/2005 $17,000.00 $218,924.57
8/1/2005 1834.48 -0.91% $106,000.00 8/1/2005 $17,500.00 $216,927.32
9/1/2005 1849.33 0.81% $106,500.00 9/1/2005 $18,000.00 $218,683.33
10/1/2005 1818.50 -1.67% $107,000.00 10/1/2005 $18,500.00 $215,037.69
11/1/2005 1887.28 3.78% $107,500.00 11/1/2005 $19,000.00 $223,170.93
12/1/2005 1887.94 0.03% $108,000.00 12/1/2005 $19,500.00 $223,248.96
1/1/2006 1937.93 2.65% $108,500.00 1/1/2006 $20,000.00 $229,160.30
2/1/2006 1943.19 0.27% $109,000.00 2/1/2006 $20,500.00 $229,782.28
3/1/2006 1967.38 1.24% $109,500.00 3/1/2006 $21,000.00 $232,642.75
4/1/2006 1993.79 1.34% $110,000.00 4/1/2006 $21,500.00 $235,765.74
5/1/2006 1936.41 -2.88% $110,500.00 5/1/2006 $22,000.00 $228,980.55
6/1/2006 1939.03 0.14% $111,000.00 6/1/2006 $22,500.00 $229,290.37
7/1/2006 1951.00 0.62% $111,500.00 7/1/2006 $23,000.00 $230,705.82
8/1/2006 1997.42 2.38% $112,000.00 8/1/2006 $23,500.00 $236,194.99
9/1/2006 2048.89 2.58% $112,500.00 9/1/2006 $24,000.00 $242,281.30
10/1/2006 2115.65 3.26% $113,000.00 10/1/2006 $24,500.00 $250,175.67
11/1/2006 2155.89 1.90% $113,500.00 11/1/2006 $25,000.00 $254,934.05
12/1/2006 2186.13 1.40% $114,000.00 12/1/2006 $25,500.00 $258,509.93
1/1/2007 2219.19 1.51% $114,500.00 1/1/2007 $26,000.00 $262,419.29
2/1/2007 2175.78 -1.96% $115,000.00 2/1/2007 $26,500.00 $257,286.06
3/1/2007 2200.12 1.12% $115,500.00 3/1/2007 $27,000.00 $260,164.28
4/1/2007 2297.58 4.43% $116,000.00 4/1/2007 $27,500.00 $271,688.92
5/1/2007 2377.75 3.49% $116,500.00 5/1/2007 $28,000.00 $281,169.02
6/1/2007 2338.25 -1.66% $117,000.00 6/1/2007 $28,500.00 $276,498.14
7/1/2007 2265.75 -3.10% $117,500.00 7/1/2007 $29,000.00 $267,925.02
8/1/2007 2299.71 1.50% $118,000.00 8/1/2007 $29,500.00 $271,940.78
9/1/2007 2385.72 3.74% $118,500.00 9/1/2007 $30,000.00 $282,111.47
10/1/2007 2423.67 1.59% $119,000.00 10/1/2007 $30,500.00 $286,599.05
11/1/2007 2322.34 -4.18% $119,500.00 11/1/2007 $31,000.00 $274,616.80
12/1/2007 2306.23 -0.69% $120,000.00 12/1/2007 $31,500.00 $272,711.78
1/1/2008 2167.90 -6.00% $120,500.00 1/1/2008 $32,000.00 $256,354.24
2/1/2008 2097.48 -3.25% $121,000.00 2/1/2008 $32,500.00 $248,027.08
3/1/2008 2088.42 -0.43% $121,500.00 3/1/2008 $33,000.00 $246,955.73
4/1/2008 2190.13 4.87% $122,000.00 4/1/2008 $33,500.00 $258,982.93
5/1/2008 2218.50 1.30% $122,500.00 5/1/2008 $34,000.00 $262,337.70
6/1/2008 2031.47 -8.43% $123,000.00 6/1/2008 $34,500.00 $240,221.39
7/1/2008 2014.39 -0.84% $123,500.00 7/1/2008 $35,000.00 $238,201.69
8/1/2008 2043.53 1.45% $124,000.00 8/1/2008 $35,500.00 $241,647.50
9/1/2008 1861.44 -8.91% $124,500.00 9/1/2008 $36,000.00 $220,115.34
10/1/2008 1548.81 -16.80% $125,000.00 10/1/2008 $36,500.00 $183,146.84
11/1/2008 1437.68 -7.18% $125,500.00 11/1/2008 $37,000.00 $170,005.72
12/1/2008 1452.98 1.06% $126,000.00 12/1/2008 $37,500.00 $171,814.93
1/1/2009 1330.51 -8.43% $126,500.00 1/1/2009 $38,000.00 $157,332.86
2/1/2009 1188.84 -10.65% $127,000.00 2/1/2009 $0.00 $195,832.86
3/1/2009 1292.98 8.76% $127,500.00 3/1/2009 $500.00 $212,987.42
4/1/2009 1416.73 9.57% $128,000.00 4/1/2009 $1,000.00 $233,372.27
5/1/2009 1495.97 5.59% $128,500.00 5/1/2009 $1,500.00 $246,425.15
6/1/2009 1498.94 0.20% $129,000.00 6/1/2009 $2,000.00 $246,914.38
7/1/2009 1612.31 7.56% $129,500.00 7/1/2009 $2,500.00 $265,589.39
8/1/2009 1670.52 3.61% $130,000.00 8/1/2009 $3,000.00 $275,178.08
9/1/2009 1732.86 3.73% $130,500.00 9/1/2009 $3,500.00 $285,447.10
10/1/2009 1700.67 -1.86% $131,000.00 10/1/2009 $4,000.00 $280,144.58
11/1/2009 1802.68 6.00% $131,500.00 11/1/2009 $4,500.00 $296,948.28
12/1/2009 1837.50 1.93% $132,000.00 12/1/2009 $5,000.00 $302,684.03
1/1/2010 1771.40 -3.60% $132,500.00 1/1/2010 $5,500.00 $291,795.64
2/1/2010 1826.27 3.10% $133,000.00 2/1/2010 $6,000.00 $300,834.16
3/1/2010 1936.48 6.03% $133,500.00 3/1/2010 $6,500.00 $318,988.61
4/1/2010 1967.05 1.58% $134,000.00 4/1/2010 $7,000.00 $324,024.29
5/1/2010 1809.98 -7.99% $134,500.00 5/1/2010 $7,500.00 $298,150.77
6/1/2010 1715.23 -5.23% $135,000.00 6/1/2010 $8,000.00 $282,542.98
7/1/2010 1835.40 7.01% $135,500.00 7/1/2010 $8,500.00 $302,338.11
8/1/2010 1752.55 -4.51% $136,000.00 8/1/2010 $9,000.00 $288,690.56
9/1/2010 1908.95 8.92% $136,500.00 9/1/2010 $9,500.00 $314,453.69
10/1/2010 1981.59 3.81% $137,000.00 10/1/2010 $10,000.00 $326,419.39
11/1/2010 1981.84 0.01% $137,500.00 11/1/2010 $10,500.00 $326,460.57
12/1/2010 2114.29 6.68% $138,000.00 12/1/2010 $11,000.00 $348,278.55
1/1/2011 2164.40 2.37% $138,500.00 1/1/2011 $11,500.00 $356,532.94
2/1/2011 2238.55 3.43% $139,000.00 2/1/2011 $12,000.00 $368,747.40
3/1/2011 2239.44 0.04% $139,500.00 3/1/2011 $12,500.00 $368,893.99
4/1/2011 2305.76 2.96% $140,000.00 4/1/2011 $13,000.00 $379,818.63
5/1/2011 2279.66 -1.13% $140,500.00 5/1/2011 $13,500.00 $375,519.26
6/1/2011 2241.66 -1.67% $141,000.00 6/1/2011 $14,000.00 $369,259.68
7/1/2011 2196.08 -2.03% $141,500.00 7/1/2011 $14,500.00 $361,751.49
8/1/2011 2076.78 -5.43% $142,000.00 8/1/2011 $15,000.00 $342,099.67
9/1/2011 1930.79 -7.03% $142,500.00 9/1/2011 $15,500.00 $318,051.32
10/1/2011 2141.81 10.93% $143,000.00 10/1/2011 $16,000.00 $352,811.81
11/1/2011 2137.08 -0.22% $143,500.00 11/1/2011 $16,500.00 $352,032.66
12/1/2011 2158.94 1.02% $144,000.00 12/1/2011 $17,000.00 $355,633.55
1/1/2012 2255.69 4.48% $144,500.00 1/1/2012 $17,500.00 $371,570.79
2/1/2012 2353.23 4.32% $145,000.00 2/1/2012 $18,000.00 $387,638.17
3/1/2012 2430.67 3.29% $145,500.00 3/1/2012 $18,500.00 $400,394.54
4/1/2012 2415.42 -0.63% $146,000.00 4/1/2012 $19,000.00 $397,882.47
5/1/2012 2270.25 -6.01% $146,500.00 5/1/2012 $19,500.00 $373,969.21
6/1/2012 2363.79 4.12% $147,000.00 6/1/2012 $20,000.00 $389,377.68
7/1/2012 2396.62 1.39% $147,500.00 7/1/2012 $20,500.00 $394,785.65
8/1/2012 2450.60 2.25% $148,000.00 8/1/2012 $21,000.00 $403,677.56
9/1/2012 2513.93 2.58% $148,500.00 9/1/2012 $21,500.00 $414,109.63
10/1/2012 2467.51 -1.85% $149,000.00 10/1/2012 $22,000.00 $406,463.06
11/1/2012 2481.82 0.58% $149,500.00 11/1/2012 $22,500.00 $408,820.30
12/1/2012 2504.44 0.91% $150,000.00 12/1/2012 $23,000.00 $412,546.38
1/1/2013 2634.16 5.18% $150,500.00 1/1/2013 $23,500.00 $433,914.63
2/1/2013 2669.92 1.36% $151,000.00 2/1/2013 $24,000.00 $439,805.24
3/1/2013 2770.05 3.75% $151,500.00 3/1/2013 $24,500.00 $456,299.27
4/1/2013 2823.42 1.93% $152,000.00 4/1/2013 $25,000.00 $465,090.68
5/1/2013 2889.46 2.34% $152,500.00 5/1/2013 $25,500.00 $475,969.19
6/1/2013 2850.66 -1.34% $153,000.00 6/1/2013 $26,000.00 $469,577.81
7/1/2013 2995.72 5.09% $153,500.00 7/1/2013 $26,500.00 $493,472.97
8/1/2013 2908.96 -2.90% $154,000.00 8/1/2013 $27,000.00 $479,181.35
9/1/2013 3000.18 3.14% $154,500.00 9/1/2013 $27,500.00 $494,207.65
10/1/2013 3138.09 4.60% $155,000.00 10/1/2013 $28,000.00 $516,925.04
11/1/2013 3233.72 3.05% $155,500.00 11/1/2013 $28,500.00 $532,677.76
12/1/2013 3315.59 2.53% $156,000.00 12/1/2013 $29,000.00 $546,163.90
1/1/2014 3200.95 -3.46% $156,500.00 1/1/2014 $29,500.00 $527,279.69
2/1/2014 3347.38 4.57% $157,000.00 2/1/2014 $30,000.00 $551,400.51
3/1/2014 3375.51 0.84% $157,500.00 3/1/2014 $30,500.00 $556,034.27
4/1/2014 3400.46 0.74% $158,000.00 4/1/2014 $31,000.00 $560,144.18
5/1/2014 3480.29 2.35% $158,500.00 5/1/2014 $31,500.00 $573,294.27
6/1/2014 3552.18 2.07% $159,000.00 6/1/2014 $32,000.00 $585,136.40
7/1/2014 3503.19 -1.38% $159,500.00 7/1/2014 $32,500.00 $577,066.47
8/1/2014 3643.33 4.00% $160,000.00 8/1/2014 $33,000.00 $600,151.20
9/1/2014 3592.25 -1.40% $160,500.00 9/1/2014 $33,500.00 $591,736.98
10/1/2014 3679.99 2.44% $161,000.00 10/1/2014 $34,000.00 $606,190.04
11/1/2014 3778.96 2.69% $161,500.00 11/1/2014 $34,500.00 $622,492.97
12/1/2014 3769.44 -0.25% $162,000.00 12/1/2014 $35,000.00 $620,924.77
1/1/2015 3656.28 -3.00% $162,500.00 1/1/2015 $35,500.00 $602,284.39
2/1/2015 3866.42 5.75% $163,000.00 2/1/2015 $36,000.00 $636,899.90
3/1/2015 3805.27 -1.58% $163,500.00 3/1/2015 $36,500.00 $626,826.92
4/1/2015 3841.78 0.96% $164,000.00 4/1/2015 $37,000.00 $632,841.07
5/1/2015 3891.18 1.29% $164,500.00 5/1/2015 $37,500.00 $640,978.51
6/1/2015 3815.85 -1.94% $165,000.00 6/1/2015 $38,000.00 $628,569.73
7/1/2015 3895.80 2.10% $165,500.00 7/1/2015 $38,500.00 $641,739.57
8/1/2015 3660.75 -6.03% $166,000.00 8/1/2015 $39,000.00 $603,020.71
9/1/2015 3570.17 -2.47% $166,500.00 9/1/2015 $39,500.00 $588,099.82
10/1/2015 3871.33 8.44% $167,000.00 10/1/2015 $40,000.00 $637,708.73
11/1/2015 3882.84 0.30% $167,500.00 11/1/2015 $40,500.00 $639,604.73
12/1/2015 3821.60 -1.58% $168,000.00 12/1/2015 $41,000.00 $629,516.91
1/1/2016 3631.96 -4.96% $168,500.00 1/1/2016 $41,500.00 $598,278.24
2/1/2016 3627.06 -0.13% $169,000.00 2/1/2016 $42,000.00 $597,471.10
3/1/2016 3873.11 6.78% $169,500.00 3/1/2016 $42,500.00 $638,001.94
4/1/2016 3888.13 0.39% $170,000.00 4/1/2016 $43,000.00 $640,476.09
5/1/2016 3957.95 1.80% $170,500.00 5/1/2016 $43,500.00 $651,977.27
6/1/2016 3968.21 0.26% $171,000.00 6/1/2016 $44,000.00 $653,667.36
7/1/2016 4114.51 3.69% $171,500.00 7/1/2016 $44,500.00 $677,766.75
8/1/2016 4120.29 0.14% $172,000.00 8/1/2016 $45,000.00 $678,718.91
9/1/2016 4121.06 0.02% $172,500.00 9/1/2016 $45,500.00 $678,845.75
10/1/2016 4045.89 -1.82% $173,000.00 10/1/2016 $46,000.00 $666,463.27
11/1/2016 4195.73 3.70% $173,500.00 11/1/2016 $46,500.00 $691,145.83
12/1/2016 4278.66 1.98% $174,000.00 12/1/2016 $47,000.00 $704,806.58
1/1/2017 4359.81 1.90% $174,500.00 1/1/2017 $47,500.00 $718,174.08
2/1/2017 4532.93 3.97% $175,000.00 2/1/2017 $48,000.00 $746,691.47
3/1/2017 4538.21 0.12% $175,500.00 3/1/2017 $48,500.00 $747,561.18
4/1/2017 4584.82 1.03% $176,000.00 4/1/2017 $49,000.00 $755,239.04
5/1/2017 4649.34 1.41% $176,500.00 5/1/2017 $49,500.00 $765,867.17
6/1/2017 4678.36 0.62% $177,000.00 6/1/2017 $50,000.00 $770,647.52
7/1/2017 4774.56 2.06% $177,500.00 7/1/2017 $50,500.00 $786,494.19
8/1/2017 4789.18 0.31% $178,000.00 8/1/2017 $51,000.00 $788,902.50
9/1/2017 4887.97 2.06% $178,500.00 9/1/2017 $51,500.00 $805,175.79
10/1/2017 5002.03 2.33% $179,000.00 10/1/2017 $52,000.00 $823,964.37
11/1/2017 5155.44 3.07% $179,500.00 11/1/2017 $52,500.00 $849,235.01
12/1/2017 5212.76 1.11% $180,000.00 12/1/2017 $53,000.00 $858,677.08
1/1/2018 5511.21 5.73% $180,500.00 1/1/2018 $53,500.00 $907,839.58
2/1/2018 5308.09 -3.69% $181,000.00 2/1/2018 $54,000.00 $874,380.42
3/1/2018 5173.19 -2.54% $181,500.00 3/1/2018 $54,500.00 $852,158.90
4/1/2018 5193.04 0.38% $182,000.00 4/1/2018 $55,000.00 $855,428.73
5/1/2018 5318.10 2.41% $182,500.00 5/1/2018 $55,500.00 $876,029.37
6/1/2018 5350.83 0.62% $183,000.00 6/1/2018 $56,000.00 $881,420.85
7/1/2018 5549.96 3.72% $183,500.00 7/1/2018 $56,500.00 $914,222.72
8/1/2018 5730.80 3.26% $184,000.00 8/1/2018 $57,000.00 $944,011.74
9/1/2018 5763.42 0.57% $184,500.00 9/1/2018 $57,500.00 $949,385.12
10/1/2018 5369.49 -6.83% $185,000.00 10/1/2018 $58,000.00 $884,494.66
11/1/2018 5478.91 2.04% $185,500.00 11/1/2018 $58,500.00 $902,518.97
12/1/2018 4984.22 -9.03% $186,000.00 12/1/2018 $0.00 $961,518.97
1/1/2019 5383.63 8.01% $186,500.00 1/1/2019 $500.00 $1,038,570.13
2/1/2019 5556.49 3.21% $187,000.00 2/1/2019 $1,000.00 $1,071,917.07
3/1/2019 5664.46 1.94% $187,500.00 3/1/2019 $1,500.00 $1,092,745.80
4/1/2019 5893.81 4.05% $188,000.00 4/1/2019 $2,000.00 $1,136,990.32
5/1/2019 5519.27 -6.35% $188,500.00 5/1/2019 $2,500.00 $1,064,736.83
6/1/2019 5908.25 7.05% $189,000.00 6/1/2019 $3,000.00 $1,139,775.97
7/1/2019 5993.17 1.44% $189,500.00 7/1/2019 $3,500.00 $1,156,158.10
8/1/2019 5898.23 -1.58% $190,000.00 8/1/2019 $4,000.00 $1,137,842.98
9/1/2019 6008.59 1.87% $190,500.00 9/1/2019 $4,500.00 $1,159,132.79
10/1/2019 6138.73 2.17% $191,000.00 10/1/2019 $5,000.00 $1,184,238.47
11/1/2019 6361.56 3.63% $191,500.00 11/1/2019 $5,500.00 $1,227,225.20
12/1/2019 6374.70 0.21% $192,000.00 12/1/2019 $6,000.00 $1,229,760.10
TIMING WORST TIMING DOLLAR COST AVERAG

Total Wealth Date Cash Savings Stock Portfolio Total Wealth Date Cash Savings

$500.00 1/1/1988 $500.00 $0.00 $500.00 1/1/1988 $0.00


$1,000.00 2/1/1988 $1,000.00 $0.00 $1,000.00 2/1/1988 $0.00
$1,500.00 3/1/1988 $1,500.00 $0.00 $1,500.00 3/1/1988 $0.00
$2,000.00 4/1/1988 $2,000.00 $0.00 $2,000.00 4/1/1988 $0.00
$2,500.00 5/1/1988 $2,500.00 $0.00 $2,500.00 5/1/1988 $0.00
$3,000.00 6/1/1988 $3,000.00 $0.00 $3,000.00 6/1/1988 $0.00
$3,500.00 7/1/1988 $3,500.00 $0.00 $3,500.00 7/1/1988 $0.00
$4,000.00 8/1/1988 $4,000.00 $0.00 $4,000.00 8/1/1988 $0.00
$4,500.00 9/1/1988 $4,500.00 $0.00 $4,500.00 9/1/1988 $0.00
$5,000.00 10/1/1988 $5,000.00 $0.00 $5,000.00 10/1/1988 $0.00
$5,500.00 11/1/1988 $5,500.00 $0.00 $5,500.00 11/1/1988 $0.00
$6,000.00 12/1/1988 $6,000.00 $0.00 $6,000.00 12/1/1988 $0.00
$6,500.00 1/1/1989 $6,500.00 $0.00 $6,500.00 1/1/1989 $0.00
$7,000.00 2/1/1989 $7,000.00 $0.00 $7,000.00 2/1/1989 $0.00
$7,500.00 3/1/1989 $7,500.00 $0.00 $7,500.00 3/1/1989 $0.00
$8,000.00 4/1/1989 $8,000.00 $0.00 $8,000.00 4/1/1989 $0.00
$8,500.00 5/1/1989 $8,500.00 $0.00 $8,500.00 5/1/1989 $0.00
$9,000.00 6/1/1989 $9,000.00 $0.00 $9,000.00 6/1/1989 $0.00
$9,500.00 7/1/1989 $9,500.00 $0.00 $9,500.00 7/1/1989 $0.00
$10,000.00 8/1/1989 $10,000.00 $0.00 $10,000.00 8/1/1989 $0.00
$10,500.00 9/1/1989 $10,500.00 $0.00 $10,500.00 9/1/1989 $0.00
$11,000.00 10/1/1989 $11,000.00 $0.00 $11,000.00 10/1/1989 $0.00
$11,500.00 11/1/1989 $11,500.00 $0.00 $11,500.00 11/1/1989 $0.00
$12,000.00 12/1/1989 $12,000.00 $0.00 $12,000.00 12/1/1989 $0.00
$12,500.00 1/1/1990 $12,500.00 $0.00 $12,500.00 1/1/1990 $0.00
$13,000.00 2/1/1990 $13,000.00 $0.00 $13,000.00 2/1/1990 $0.00
$13,500.00 3/1/1990 $13,500.00 $0.00 $13,500.00 3/1/1990 $0.00
$14,000.00 4/1/1990 $14,000.00 $0.00 $14,000.00 4/1/1990 $0.00
$14,500.00 5/1/1990 $0.00 $14,500.00 $14,500.00 5/1/1990 $0.00
$15,000.00 6/1/1990 $500.00 $14,402.06 $14,902.06 6/1/1990 $0.00
$15,500.00 7/1/1990 $1,000.00 $14,356.03 $15,356.03 7/1/1990 $0.00
$16,000.00 8/1/1990 $1,500.00 $13,058.47 $14,558.47 8/1/1990 $0.00
$16,500.00 9/1/1990 $2,000.00 $12,422.94 $14,422.94 9/1/1990 $0.00
$17,000.00 10/1/1990 $2,500.00 $12,369.92 $14,869.92 10/1/1990 $0.00
$18,599.09 11/1/1990 $3,000.00 $13,169.67 $16,169.67 11/1/1990 $0.00
$19,603.10 12/1/1990 $3,500.00 $13,536.40 $17,036.40 12/1/1990 $0.00
$20,913.25 1/1/1991 $4,000.00 $14,125.90 $18,125.90 1/1/1991 $0.00
$22,801.78 2/1/1991 $4,500.00 $15,136.26 $19,636.26 2/1/1991 $0.00
$23,805.28 3/1/1991 $5,000.00 $15,502.63 $20,502.63 3/1/1991 $0.00
$24,355.89 4/1/1991 $5,500.00 $15,539.45 $21,039.45 4/1/1991 $0.00
$25,777.36 5/1/1991 $6,000.00 $16,209.95 $22,209.95 5/1/1991 $0.00
$25,256.70 6/1/1991 $6,500.00 $15,467.28 $21,967.28 6/1/1991 $0.00
$26,747.51 7/1/1991 $7,000.00 $16,188.23 $23,188.23 7/1/1991 $0.00
$27,774.28 8/1/1991 $7,500.00 $16,571.53 $24,071.53 8/1/1991 $0.00
$27,893.24 9/1/1991 $8,000.00 $16,294.27 $24,294.27 9/1/1991 $0.00
$28,694.33 10/1/1991 $8,500.00 $16,513.36 $25,013.36 10/1/1991 $0.00
$28,279.94 11/1/1991 $9,000.00 $15,848.01 $24,848.01 11/1/1991 $0.00
$31,270.61 12/1/1991 $9,500.00 $17,660.32 $27,160.32 12/1/1991 $0.00
$31,318.72 1/1/1992 $10,000.00 $17,331.51 $27,331.51 1/1/1992 $0.00
$32,126.89 2/1/1992 $10,500.00 $17,555.75 $28,055.75 2/1/1992 $0.00
$32,157.80 3/1/1992 $11,000.00 $17,214.42 $28,214.42 3/1/1992 $0.00
$33,352.58 4/1/1992 $11,500.00 $17,719.97 $29,219.97 4/1/1992 $0.00
$33,971.50 5/1/1992 $12,000.00 $17,806.50 $29,806.50 5/1/1992 $0.00
$34,107.66 6/1/1992 $12,500.00 $17,541.76 $30,041.76 6/1/1992 $0.00
$35,592.39 7/1/1992 $13,000.00 $18,258.29 $31,258.29 7/1/1992 $0.00
$35,578.78 8/1/1992 $13,500.00 $17,884.56 $31,384.56 8/1/1992 $0.00
$36,367.72 9/1/1992 $14,000.00 $18,094.81 $32,094.81 9/1/1992 $0.00
$36,953.74 10/1/1992 $14,500.00 $18,157.40 $32,657.40 10/1/1992 $0.00
$38,303.36 11/1/1992 $15,000.00 $18,775.62 $33,775.62 11/1/1992 $0.00
$39,120.14 12/1/1992 $15,500.00 $19,006.12 $34,506.12 12/1/1992 $0.00
$39,838.23 1/1/1993 $16,000.00 $19,164.82 $35,164.82 1/1/1993 $0.00
$40,697.51 2/1/1993 $16,500.00 $19,426.25 $35,926.25 2/1/1993 $0.00
$41,760.72 3/1/1993 $17,000.00 $19,836.06 $36,836.06 3/1/1993 $0.00
$41,601.87 4/1/1993 $17,500.00 $19,356.65 $36,856.65 4/1/1993 $0.00
$42,813.35 5/1/1993 $18,000.00 $19,874.35 $37,874.35 5/1/1993 $0.00
$43,393.30 6/1/1993 $18,500.00 $19,932.53 $38,432.53 6/1/1993 $0.00
$43,782.99 7/1/1993 $19,000.00 $19,852.26 $38,852.26 7/1/1993 $0.00
$45,318.32 8/1/1993 $19,500.00 $20,605.61 $40,105.61 8/1/1993 $0.00
$45,601.24 9/1/1993 $20,000.00 $20,447.65 $40,447.65 9/1/1993 $0.00
$46,682.66 10/1/1993 $20,500.00 $20,870.72 $41,370.72 10/1/1993 $0.00
$46,908.90 11/1/1993 $21,000.00 $20,671.52 $41,671.52 11/1/1993 $0.00
$47,752.49 12/1/1993 $21,500.00 $20,921.53 $42,421.53 12/1/1993 $0.00
$49,230.14 1/1/1994 $22,000.00 $21,632.91 $43,632.91 1/1/1994 $0.00
$48,923.02 2/1/1994 $22,500.00 $21,045.62 $43,545.62 2/1/1994 $0.00
$48,162.00 3/1/1994 $23,000.00 $20,128.05 $43,128.05 3/1/1994 $0.00
$49,016.73 4/1/1994 $23,500.00 $20,386.16 $43,886.16 4/1/1994 $0.00
$49,976.71 5/1/1994 $24,000.00 $20,720.86 $44,720.86 5/1/1994 $0.00
$49,778.90 6/1/1994 $24,500.00 $20,213.10 $44,713.10 6/1/1994 $0.00
$51,190.76 7/1/1994 $25,000.00 $20,876.61 $45,876.61 7/1/1994 $0.00
$52,867.27 8/1/1994 $25,500.00 $21,732.69 $47,232.69 8/1/1994 $0.00
$52,637.07 9/1/1994 $26,000.00 $21,201.37 $47,201.37 9/1/1994 $0.00
$53,791.37 10/1/1994 $26,500.00 $21,677.46 $48,177.46 10/1/1994 $0.00
$53,206.44 11/1/1994 $27,000.00 $20,888.03 $47,888.03 11/1/1994 $0.00
$54,132.52 12/1/1994 $27,500.00 $21,198.06 $48,698.06 12/1/1994 $0.00
$55,388.02 1/1/1995 $28,000.00 $21,747.79 $49,747.79 1/1/1995 $0.00
$57,052.39 2/1/1995 $28,500.00 $22,595.04 $51,095.04 2/1/1995 $0.00
$58,468.80 3/1/1995 $29,000.00 $23,261.86 $52,261.86 3/1/1995 $0.00
$59,910.01 4/1/1995 $29,500.00 $23,946.72 $53,446.72 4/1/1995 $0.00
$61,725.69 5/1/1995 $30,000.00 $24,904.06 $54,904.06 5/1/1995 $0.00
$63,020.66 6/1/1995 $30,500.00 $25,482.52 $55,982.52 6/1/1995 $0.00
$64,681.99 7/1/1995 $31,000.00 $26,327.55 $57,327.55 7/1/1995 $0.00
$65,273.08 8/1/1995 $31,500.00 $26,393.83 $57,893.83 8/1/1995 $0.00
$67,303.81 9/1/1995 $32,000.00 $27,507.66 $59,507.66 9/1/1995 $0.00
$67,668.70 10/1/1995 $32,500.00 $27,409.35 $59,909.35 10/1/1995 $0.00
$69,821.89 11/1/1995 $33,000.00 $28,612.28 $61,612.28 11/1/1995 $0.00
$71,079.41 12/1/1995 $33,500.00 $29,163.48 $62,663.48 12/1/1995 $0.00
$72,943.67 1/1/1996 $34,000.00 $30,156.17 $64,156.17 1/1/1996 $0.00
$73,827.74 2/1/1996 $34,500.00 $30,435.64 $64,935.64 2/1/1996 $0.00
$74,730.54 3/1/1996 $35,000.00 $30,728.73 $65,728.73 3/1/1996 $0.00
$75,852.95 4/1/1996 $35,500.00 $31,181.63 $66,681.63 4/1/1996 $0.00
$77,458.12 5/1/1996 $36,000.00 $31,985.79 $67,985.79 5/1/1996 $0.00
$78,126.12 6/1/1996 $36,500.00 $32,108.04 $68,608.04 6/1/1996 $0.00
$76,676.39 7/1/1996 $37,000.00 $30,689.33 $67,689.33 7/1/1996 $0.00
$78,065.99 8/1/1996 $37,500.00 $31,336.64 $68,836.64 8/1/1996 $0.00
$80,990.37 9/1/1996 $38,000.00 $33,100.72 $71,100.72 9/1/1996 $0.00
$82,744.81 10/1/1996 $38,500.00 $34,013.51 $72,513.51 10/1/1996 $0.00
$86,777.90 11/1/1996 $39,000.00 $36,584.33 $75,584.33 11/1/1996 $0.00
$86,282.04 12/1/1996 $39,500.00 $35,859.70 $75,359.70 12/1/1996 $0.00
$89,860.71 1/1/1997 $40,000.00 $38,099.87 $78,099.87 1/1/1997 $0.00
$90,771.09 2/1/1997 $40,500.00 $38,398.49 $78,898.49 2/1/1997 $0.00
$89,102.77 3/1/1997 $41,000.00 $36,820.72 $77,820.72 3/1/1997 $0.00
$92,623.75 4/1/1997 $41,500.00 $39,018.92 $80,518.92 4/1/1997 $0.00
$96,388.64 5/1/1997 $42,000.00 $41,394.59 $83,394.59 5/1/1997 $0.00
$99,437.50 6/1/1997 $42,500.00 $43,249.25 $85,749.25 6/1/1997 $0.00
$104,666.84 7/1/1997 $43,000.00 $46,690.52 $89,690.52 7/1/1997 $0.00
$101,572.02 8/1/1997 $43,500.00 $44,074.77 $87,574.77 8/1/1997 $0.00
$105,389.03 9/1/1997 $44,000.00 $46,488.37 $90,488.37 9/1/1997 $0.00
$103,755.62 10/1/1997 $44,500.00 $44,936.01 $89,436.01 10/1/1997 $0.00
$107,114.17 11/1/1997 $45,000.00 $47,016.01 $92,016.01 11/1/1997 $0.00
$108,723.88 12/1/1997 $45,500.00 $47,823.49 $93,323.49 12/1/1997 $0.00
$109,951.04 1/1/1998 $46,000.00 $48,352.60 $94,352.60 1/1/1998 $0.00
$115,243.64 2/1/1998 $46,500.00 $51,839.90 $98,339.90 2/1/1998 $0.00
$119,392.09 3/1/1998 $47,000.00 $54,494.67 $101,494.67 3/1/1998 $0.00
$120,645.57 4/1/1998 $47,500.00 $55,042.93 $102,542.93 4/1/1998 $0.00
$119,845.08 5/1/1998 $48,000.00 $54,096.63 $102,096.63 5/1/1998 $0.00
$123,365.05 6/1/1998 $48,500.00 $56,294.10 $104,794.10 6/1/1998 $0.00
$123,041.24 7/1/1998 $49,000.00 $55,694.66 $104,694.66 7/1/1998 $0.00
$112,474.92 8/1/1998 $49,500.00 $47,642.33 $97,142.33 8/1/1998 $0.00
$117,169.38 9/1/1998 $50,000.00 $50,694.40 $100,694.40 9/1/1998 $0.00
$123,336.39 10/1/1998 $50,500.00 $54,817.96 $105,317.96 10/1/1998 $0.00
$128,402.78 11/1/1998 $51,000.00 $58,140.66 $109,140.66 11/1/1998 $0.00
$133,507.13 12/1/1998 $51,500.00 $61,490.97 $112,990.97 12/1/1998 $0.00
$137,540.72 1/1/1999 $52,000.00 $64,062.16 $116,062.16 1/1/1999 $0.00
$135,304.63 2/1/1999 $52,500.00 $62,071.27 $114,571.27 2/1/1999 $0.00
$139,217.27 3/1/1999 $53,000.00 $64,554.46 $117,554.46 3/1/1999 $0.00
$143,153.20 4/1/1999 $53,500.00 $67,054.59 $120,554.59 4/1/1999 $0.00
$141,476.78 5/1/1999 $54,000.00 $65,470.93 $119,470.93 5/1/1999 $0.00
$146,970.26 6/1/1999 $54,500.00 $69,104.40 $123,604.40 6/1/1999 $0.00
$144,504.94 7/1/1999 $55,000.00 $66,946.70 $121,946.70 7/1/1999 $0.00
$144,550.02 8/1/1999 $55,500.00 $66,615.68 $122,115.68 8/1/1999 $0.00
$142,540.12 9/1/1999 $56,000.00 $64,789.37 $120,789.37 9/1/1999 $0.00
$148,674.74 10/1/1999 $56,500.00 $68,889.36 $125,389.36 10/1/1999 $0.00
$151,099.16 11/1/1999 $57,000.00 $70,289.65 $127,289.65 11/1/1999 $0.00
$157,288.43 12/1/1999 $57,500.00 $74,429.41 $131,929.41 12/1/1999 $0.00
$152,649.21 1/1/2000 $58,000.00 $70,689.89 $128,689.89 1/1/2000 $0.00
$151,310.31 2/1/2000 $58,500.00 $69,351.83 $127,851.83 2/1/2000 $0.00
$161,134.38 3/1/2000 $0.00 $128,351.83 $128,351.83 3/1/2000 $0.00
$158,486.38 4/1/2000 $500.00 $124,490.28 $124,990.28 4/1/2000 $0.00
$156,904.08 5/1/2000 $1,000.00 $121,935.98 $122,935.98 5/1/2000 $0.00
$159,854.76 6/1/2000 $1,500.00 $124,942.16 $126,442.16 6/1/2000 $0.00
$158,762.30 7/1/2000 $2,000.00 $122,988.73 $124,988.73 7/1/2000 $0.00
$165,489.98 8/1/2000 $2,500.00 $130,628.04 $133,128.04 8/1/2000 $0.00
$160,368.01 9/1/2000 $3,000.00 $123,731.74 $126,731.74 9/1/2000 $0.00
$160,441.94 10/1/2000 $3,500.00 $123,209.09 $126,709.09 10/1/2000 $0.00
$153,023.11 11/1/2000 $4,000.00 $113,495.31 $117,495.31 11/1/2000 $0.00
$153,976.00 12/1/2000 $4,500.00 $114,050.86 $118,550.86 12/1/2000 $0.00
$157,774.30 1/1/2001 $5,000.00 $118,096.77 $123,096.77 1/1/2001 $0.00
$149,496.23 2/1/2001 $5,500.00 $107,328.98 $112,828.98 2/1/2001 $0.00
$144,453.21 3/1/2001 $6,000.00 $100,529.52 $106,529.52 3/1/2001 $0.00
$151,321.56 4/1/2001 $6,500.00 $108,341.39 $114,841.39 4/1/2001 $0.00
$152,413.61 5/1/2001 $7,000.00 $109,067.64 $116,067.64 5/1/2001 $0.00
$150,749.33 6/1/2001 $7,500.00 $106,412.79 $113,912.79 6/1/2001 $0.00
$150,395.66 7/1/2001 $8,000.00 $105,365.62 $113,365.62 7/1/2001 $0.00
$145,518.11 8/1/2001 $8,500.00 $98,769.14 $107,269.14 8/1/2001 $0.00
$139,516.16 9/1/2001 $9,000.00 $90,793.39 $99,793.39 9/1/2001 $0.00
$141,427.47 10/1/2001 $9,500.00 $92,524.60 $102,024.60 10/1/2001 $0.00
$147,713.39 11/1/2001 $10,000.00 $99,622.02 $109,622.02 11/1/2001 $0.00
$148,924.87 12/1/2001 $10,500.00 $100,494.76 $110,994.76 12/1/2001 $0.00
$148,229.12 1/1/2002 $11,000.00 $99,027.98 $110,027.98 1/1/2002 $0.00
$147,172.58 2/1/2002 $11,500.00 $97,118.61 $108,618.61 2/1/2002 $0.00
$150,650.05 3/1/2002 $12,000.00 $100,770.99 $112,770.99 3/1/2002 $0.00
$146,169.22 4/1/2002 $12,500.00 $94,661.15 $107,161.15 4/1/2002 $0.00
$146,100.95 5/1/2002 $13,000.00 $93,964.07 $106,964.07 5/1/2002 $0.00
$141,144.45 6/1/2002 $13,500.00 $87,270.75 $100,770.75 6/1/2002 $0.00
$136,098.39 7/1/2002 $14,000.00 $80,467.56 $94,467.56 7/1/2002 $0.00
$137,029.53 8/1/2002 $14,500.00 $80,996.42 $95,496.42 8/1/2002 $0.00
$137,529.53 9/1/2002 $15,000.00 $72,193.25 $87,193.25 9/1/2002 $0.00
$150,134.78 10/1/2002 $15,500.00 $78,547.65 $94,047.65 10/1/2002 $0.00
$159,442.04 11/1/2002 $16,000.00 $83,170.84 $99,170.84 11/1/2002 $0.00
$150,634.59 12/1/2002 $16,500.00 $78,285.09 $94,785.09 12/1/2002 $0.00
$147,227.60 1/1/2003 $17,000.00 $76,234.19 $93,234.19 1/1/2003 $0.00
$145,548.25 2/1/2003 $17,500.00 $75,090.19 $92,590.19 2/1/2003 $0.00
$147,437.68 3/1/2003 $18,000.00 $75,819.54 $93,819.54 3/1/2003 $0.00
$159,834.82 4/1/2003 $18,500.00 $82,064.70 $100,564.70 4/1/2003 $0.00
$168,570.94 5/1/2003 $19,000.00 $86,388.07 $105,388.07 5/1/2003 $0.00
$171,171.06 6/1/2003 $19,500.00 $87,490.49 $106,990.49 6/1/2003 $0.00
$174,609.57 7/1/2003 $20,000.00 $89,033.00 $109,033.00 7/1/2003 $0.00
$178,417.03 8/1/2003 $20,500.00 $90,769.18 $111,269.18 8/1/2003 $0.00
$177,080.61 9/1/2003 $21,000.00 $89,805.19 $110,805.19 9/1/2003 $0.00
$187,259.37 10/1/2003 $21,500.00 $94,885.85 $116,385.85 10/1/2003 $0.00
$189,349.82 11/1/2003 $22,000.00 $95,720.73 $117,720.73 11/1/2003 $0.00
$199,412.70 12/1/2003 $22,500.00 $100,740.57 $123,240.57 12/1/2003 $0.00
$203,435.38 1/1/2004 $23,000.00 $102,589.72 $125,589.72 1/1/2004 $0.00
$206,651.58 2/1/2004 $23,500.00 $104,015.53 $127,515.53 2/1/2004 $0.00
$204,162.23 3/1/2004 $24,000.00 $102,446.33 $126,446.33 3/1/2004 $0.00
$201,598.37 4/1/2004 $24,500.00 $100,838.02 $125,338.02 4/1/2004 $0.00
$204,734.16 5/1/2004 $25,000.00 $102,221.63 $127,221.63 5/1/2004 $0.00
$209,021.70 6/1/2004 $25,500.00 $104,209.82 $129,709.82 6/1/2004 $0.00
$202,950.55 7/1/2004 $26,000.00 $100,760.43 $126,760.43 7/1/2004 $0.00
$204,227.45 8/1/2004 $26,500.00 $101,168.25 $127,668.25 8/1/2004 $0.00
$206,814.56 9/1/2004 $27,000.00 $102,263.84 $129,263.84 9/1/2004 $0.00
$210,290.92 10/1/2004 $27,500.00 $103,826.21 $131,326.21 10/1/2004 $0.00
$218,794.08 11/1/2004 $28,000.00 $108,027.30 $136,027.30 11/1/2004 $0.00
$226,296.86 12/1/2004 $28,500.00 $111,703.26 $140,203.26 12/1/2004 $0.00
$221,609.23 1/1/2005 $29,000.00 $108,980.13 $137,980.13 1/1/2005 $0.00
$226,478.56 2/1/2005 $29,500.00 $111,273.72 $140,773.72 2/1/2005 $0.00
$223,225.31 3/1/2005 $30,000.00 $109,303.52 $139,303.52 3/1/2005 $0.00
$219,775.75 4/1/2005 $30,500.00 $107,230.29 $137,730.29 4/1/2005 $0.00
$226,775.95 5/1/2005 $31,000.00 $110,642.43 $141,642.43 5/1/2005 $0.00
$227,575.13 6/1/2005 $31,500.00 $110,799.48 $142,299.48 6/1/2005 $0.00
$235,924.57 7/1/2005 $32,000.00 $114,919.88 $146,919.88 7/1/2005 $0.00
$234,427.32 8/1/2005 $32,500.00 $113,871.47 $146,371.47 8/1/2005 $0.00
$236,683.33 9/1/2005 $33,000.00 $114,793.25 $147,793.25 9/1/2005 $0.00
$233,537.69 10/1/2005 $33,500.00 $112,879.54 $146,379.54 10/1/2005 $0.00
$242,170.93 11/1/2005 $34,000.00 $117,148.92 $151,148.92 11/1/2005 $0.00
$242,748.96 12/1/2005 $34,500.00 $117,189.88 $151,689.88 12/1/2005 $0.00
$249,160.30 1/1/2006 $35,000.00 $120,292.91 $155,292.91 1/1/2006 $0.00
$250,282.28 2/1/2006 $35,500.00 $120,619.41 $156,119.41 2/1/2006 $0.00
$253,642.75 3/1/2006 $36,000.00 $122,120.95 $158,120.95 3/1/2006 $0.00
$257,265.74 4/1/2006 $36,500.00 $123,760.30 $160,260.30 4/1/2006 $0.00
$250,980.55 5/1/2006 $37,000.00 $120,198.56 $157,198.56 5/1/2006 $0.00
$251,790.37 6/1/2006 $37,500.00 $120,361.19 $157,861.19 6/1/2006 $0.00
$253,705.82 7/1/2006 $38,000.00 $121,104.20 $159,104.20 7/1/2006 $0.00
$259,694.99 8/1/2006 $38,500.00 $123,985.63 $162,485.63 8/1/2006 $0.00
$266,281.30 9/1/2006 $39,000.00 $127,180.51 $166,180.51 9/1/2006 $0.00
$274,675.67 10/1/2006 $39,500.00 $131,324.49 $170,824.49 10/1/2006 $0.00
$279,934.05 11/1/2006 $40,000.00 $133,822.31 $173,822.31 11/1/2006 $0.00
$284,009.93 12/1/2006 $40,500.00 $135,699.39 $176,199.39 12/1/2006 $0.00
$288,419.29 1/1/2007 $41,000.00 $137,751.52 $178,751.52 1/1/2007 $0.00
$283,786.06 2/1/2007 $41,500.00 $135,056.94 $176,556.94 2/1/2007 $0.00
$287,164.28 3/1/2007 $42,000.00 $136,567.80 $178,567.80 3/1/2007 $0.00
$299,188.92 4/1/2007 $42,500.00 $142,617.43 $185,117.43 4/1/2007 $0.00
$309,169.02 5/1/2007 $0.00 $185,617.43 $185,617.43 5/1/2007 $0.00
$304,998.14 6/1/2007 $500.00 $182,533.88 $183,033.88 6/1/2007 $0.00
$296,925.02 7/1/2007 $1,000.00 $176,874.22 $177,874.22 7/1/2007 $0.00
$301,440.78 8/1/2007 $1,500.00 $179,525.28 $181,025.28 8/1/2007 $0.00
$312,111.47 9/1/2007 $2,000.00 $186,239.60 $188,239.60 9/1/2007 $0.00
$317,099.05 10/1/2007 $2,500.00 $189,202.13 $191,702.13 10/1/2007 $0.00
$305,616.80 11/1/2007 $3,000.00 $181,291.89 $184,291.89 11/1/2007 $0.00
$304,211.78 12/1/2007 $3,500.00 $180,034.26 $183,534.26 12/1/2007 $0.00
$288,354.24 1/1/2008 $4,000.00 $169,235.62 $173,235.62 1/1/2008 $0.00
$280,527.08 2/1/2008 $4,500.00 $163,738.34 $168,238.34 2/1/2008 $0.00
$279,955.73 3/1/2008 $5,000.00 $163,031.07 $168,031.07 3/1/2008 $0.00
$292,482.93 4/1/2008 $5,500.00 $170,970.99 $176,470.99 4/1/2008 $0.00
$296,337.70 5/1/2008 $6,000.00 $173,185.68 $179,185.68 5/1/2008 $0.00
$274,721.39 6/1/2008 $6,500.00 $158,585.31 $165,085.31 6/1/2008 $0.00
$273,201.69 7/1/2008 $7,000.00 $157,251.98 $164,251.98 7/1/2008 $0.00
$277,147.50 8/1/2008 $7,500.00 $159,526.77 $167,026.77 8/1/2008 $0.00
$256,115.34 9/1/2008 $8,000.00 $145,312.03 $153,312.03 9/1/2008 $0.00
$219,646.84 10/1/2008 $8,500.00 $120,906.80 $129,406.80 10/1/2008 $0.00
$207,005.72 11/1/2008 $9,000.00 $112,231.51 $121,231.51 11/1/2008 $0.00
$209,314.93 12/1/2008 $9,500.00 $113,425.89 $122,925.89 12/1/2008 $0.00
$195,332.86 1/1/2009 $10,000.00 $103,865.35 $113,865.35 1/1/2009 $0.00
$195,832.86 2/1/2009 $10,500.00 $92,805.98 $103,305.98 2/1/2009 $0.00
$213,487.42 3/1/2009 $11,000.00 $100,935.60 $111,935.60 3/1/2009 $0.00
$234,372.27 4/1/2009 $11,500.00 $110,596.06 $122,096.06 4/1/2009 $0.00
$247,925.15 5/1/2009 $12,000.00 $116,781.87 $128,781.87 5/1/2009 $0.00
$248,914.38 6/1/2009 $12,500.00 $117,013.72 $129,513.72 6/1/2009 $0.00
$268,089.39 7/1/2009 $13,000.00 $125,863.88 $138,863.88 7/1/2009 $0.00
$278,178.08 8/1/2009 $13,500.00 $130,408.00 $143,908.00 8/1/2009 $0.00
$288,947.10 9/1/2009 $14,000.00 $135,274.53 $149,274.53 9/1/2009 $0.00
$284,144.58 10/1/2009 $14,500.00 $132,761.64 $147,261.64 10/1/2009 $0.00
$301,448.28 11/1/2009 $15,000.00 $140,724.98 $155,724.98 11/1/2009 $0.00
$307,684.03 12/1/2009 $15,500.00 $143,443.18 $158,943.18 12/1/2009 $0.00
$297,295.64 1/1/2010 $16,000.00 $138,283.13 $154,283.13 1/1/2010 $0.00
$306,834.16 2/1/2010 $16,500.00 $142,566.52 $159,066.52 2/1/2010 $0.00
$325,488.61 3/1/2010 $17,000.00 $151,169.98 $168,169.98 3/1/2010 $0.00
$331,024.29 4/1/2010 $17,500.00 $153,556.41 $171,056.41 4/1/2010 $0.00
$305,650.77 5/1/2010 $18,000.00 $141,294.85 $159,294.85 5/1/2010 $0.00
$290,542.98 6/1/2010 $18,500.00 $133,898.25 $152,398.25 6/1/2010 $0.00
$310,838.11 7/1/2010 $19,000.00 $143,279.25 $162,279.25 7/1/2010 $0.00
$297,690.56 8/1/2010 $19,500.00 $136,811.62 $156,311.62 8/1/2010 $0.00
$323,953.69 9/1/2010 $20,000.00 $149,020.87 $169,020.87 9/1/2010 $0.00
$336,419.39 10/1/2010 $20,500.00 $154,691.46 $175,191.46 10/1/2010 $0.00
$336,960.57 11/1/2010 $21,000.00 $154,710.98 $175,710.98 11/1/2010 $0.00
$359,278.55 12/1/2010 $21,500.00 $165,050.60 $186,550.60 12/1/2010 $0.00
$368,032.94 1/1/2011 $22,000.00 $168,962.40 $190,962.40 1/1/2011 $0.00
$380,747.40 2/1/2011 $22,500.00 $174,750.88 $197,250.88 2/1/2011 $0.00
$381,393.99 3/1/2011 $23,000.00 $174,820.35 $197,820.35 3/1/2011 $0.00
$392,818.63 4/1/2011 $23,500.00 $179,997.58 $203,497.58 4/1/2011 $0.00
$389,019.26 5/1/2011 $24,000.00 $177,960.09 $201,960.09 5/1/2011 $0.00
$383,259.68 6/1/2011 $24,500.00 $174,993.65 $199,493.65 6/1/2011 $0.00
$376,251.49 7/1/2011 $25,000.00 $171,435.49 $196,435.49 7/1/2011 $0.00
$357,099.67 8/1/2011 $25,500.00 $162,122.41 $187,622.41 8/1/2011 $0.00
$333,551.32 9/1/2011 $26,000.00 $150,725.80 $176,725.80 9/1/2011 $0.00
$368,811.81 10/1/2011 $26,500.00 $167,198.94 $193,698.94 10/1/2011 $0.00
$368,532.66 11/1/2011 $27,000.00 $166,829.69 $193,829.69 11/1/2011 $0.00
$372,633.55 12/1/2011 $27,500.00 $168,536.17 $196,036.17 12/1/2011 $0.00
$389,070.79 1/1/2012 $28,000.00 $176,088.89 $204,088.89 1/1/2012 $0.00
$405,638.17 2/1/2012 $28,500.00 $183,703.29 $212,203.29 2/1/2012 $0.00
$418,894.54 3/1/2012 $29,000.00 $189,748.58 $218,748.58 3/1/2012 $0.00
$416,882.47 4/1/2012 $29,500.00 $188,558.10 $218,058.10 4/1/2012 $0.00
$393,469.21 5/1/2012 $30,000.00 $177,225.51 $207,225.51 5/1/2012 $0.00
$409,377.68 6/1/2012 $30,500.00 $184,527.65 $215,027.65 6/1/2012 $0.00
$415,285.65 7/1/2012 $31,000.00 $187,090.51 $218,090.51 7/1/2012 $0.00
$424,677.56 8/1/2012 $31,500.00 $191,304.42 $222,804.42 8/1/2012 $0.00
$435,609.63 9/1/2012 $32,000.00 $196,248.22 $228,248.22 9/1/2012 $0.00
$428,463.06 10/1/2012 $32,500.00 $192,624.48 $225,124.48 10/1/2012 $0.00
$431,320.30 11/1/2012 $33,000.00 $193,741.58 $226,741.58 11/1/2012 $0.00
$435,546.38 12/1/2012 $33,500.00 $195,507.39 $229,007.39 12/1/2012 $0.00
$457,414.63 1/1/2013 $34,000.00 $205,633.89 $239,633.89 1/1/2013 $0.00
$463,805.24 2/1/2013 $34,500.00 $208,425.47 $242,925.47 2/1/2013 $0.00
$480,799.27 3/1/2013 $35,000.00 $216,242.06 $251,242.06 3/1/2013 $0.00
$490,090.68 4/1/2013 $35,500.00 $220,408.34 $255,908.34 4/1/2013 $0.00
$501,469.19 5/1/2013 $36,000.00 $225,563.71 $261,563.71 5/1/2013 $0.00
$495,577.81 6/1/2013 $36,500.00 $222,534.81 $259,034.81 6/1/2013 $0.00
$519,972.97 7/1/2013 $37,000.00 $233,858.83 $270,858.83 7/1/2013 $0.00
$506,181.35 8/1/2013 $37,500.00 $227,085.97 $264,585.97 8/1/2013 $0.00
$521,707.65 9/1/2013 $38,000.00 $234,206.99 $272,206.99 9/1/2013 $0.00
$544,925.04 10/1/2013 $38,500.00 $244,972.85 $283,472.85 10/1/2013 $0.00
$561,177.76 11/1/2013 $39,000.00 $252,438.13 $291,438.13 11/1/2013 $0.00
$575,163.90 12/1/2013 $39,500.00 $258,829.27 $298,329.27 12/1/2013 $0.00
$556,779.69 1/1/2014 $40,000.00 $249,879.97 $289,879.97 1/1/2014 $0.00
$581,400.51 2/1/2014 $40,500.00 $261,310.92 $301,810.92 2/1/2014 $0.00
$586,534.27 3/1/2014 $41,000.00 $263,506.88 $304,506.88 3/1/2014 $0.00
$591,144.18 4/1/2014 $41,500.00 $265,454.58 $306,954.58 4/1/2014 $0.00
$604,794.27 5/1/2014 $42,000.00 $271,686.46 $313,686.46 5/1/2014 $0.00
$617,136.40 6/1/2014 $42,500.00 $277,298.49 $319,798.49 6/1/2014 $0.00
$609,566.47 7/1/2014 $43,000.00 $273,474.12 $316,474.12 7/1/2014 $0.00
$633,151.20 8/1/2014 $43,500.00 $284,414.07 $327,914.07 8/1/2014 $0.00
$625,236.98 9/1/2014 $44,000.00 $280,426.54 $324,426.54 9/1/2014 $0.00
$640,190.04 10/1/2014 $44,500.00 $287,275.90 $331,775.90 10/1/2014 $0.00
$656,992.97 11/1/2014 $45,000.00 $295,001.92 $340,001.92 11/1/2014 $0.00
$655,924.77 12/1/2014 $45,500.00 $294,258.75 $339,758.75 12/1/2014 $0.00
$637,784.39 1/1/2015 $46,000.00 $285,425.00 $331,425.00 1/1/2015 $0.00
$672,899.90 2/1/2015 $46,500.00 $301,829.42 $348,329.42 2/1/2015 $0.00
$663,326.92 3/1/2015 $47,000.00 $297,055.80 $344,055.80 3/1/2015 $0.00
$669,841.07 4/1/2015 $47,500.00 $299,905.93 $347,405.93 4/1/2015 $0.00
$678,478.51 5/1/2015 $48,000.00 $303,762.30 $351,762.30 5/1/2015 $0.00
$666,569.73 6/1/2015 $48,500.00 $297,881.72 $346,381.72 6/1/2015 $0.00
$680,239.57 7/1/2015 $49,000.00 $304,122.96 $353,122.96 7/1/2015 $0.00
$642,020.71 8/1/2015 $49,500.00 $285,773.94 $335,273.94 8/1/2015 $0.00
$627,599.82 9/1/2015 $50,000.00 $278,702.87 $328,702.87 9/1/2015 $0.00
$677,708.73 10/1/2015 $50,500.00 $302,212.73 $352,712.73 10/1/2015 $0.00
$680,104.73 11/1/2015 $51,000.00 $303,111.25 $354,111.25 11/1/2015 $0.00
$670,516.91 12/1/2015 $51,500.00 $298,330.59 $349,830.59 12/1/2015 $0.00
$639,778.24 1/1/2016 $52,000.00 $283,526.47 $335,526.47 1/1/2016 $0.00
$639,471.10 2/1/2016 $52,500.00 $283,143.96 $335,643.96 2/1/2016 $0.00
$680,501.94 3/1/2016 $53,000.00 $302,351.69 $355,351.69 3/1/2016 $0.00
$683,476.09 4/1/2016 $53,500.00 $303,524.20 $357,024.20 4/1/2016 $0.00
$695,477.27 5/1/2016 $54,000.00 $308,974.65 $362,974.65 5/1/2016 $0.00
$697,667.36 6/1/2016 $54,500.00 $309,775.59 $364,275.59 6/1/2016 $0.00
$722,266.75 7/1/2016 $55,000.00 $321,196.39 $376,196.39 7/1/2016 $0.00
$723,718.91 8/1/2016 $55,500.00 $321,647.62 $377,147.62 8/1/2016 $0.00
$724,345.75 9/1/2016 $56,000.00 $321,707.73 $377,707.73 9/1/2016 $0.00
$712,463.27 10/1/2016 $56,500.00 $315,839.62 $372,339.62 10/1/2016 $0.00
$737,645.83 11/1/2016 $57,000.00 $327,536.79 $384,536.79 11/1/2016 $0.00
$751,806.58 12/1/2016 $57,500.00 $334,010.67 $391,510.67 12/1/2016 $0.00
$765,674.08 1/1/2017 $58,000.00 $340,345.59 $398,345.59 1/1/2017 $0.00
$794,691.47 2/1/2017 $58,500.00 $353,860.09 $412,360.09 2/1/2017 $0.00
$796,061.18 3/1/2017 $59,000.00 $354,272.25 $413,272.25 3/1/2017 $0.00
$804,239.04 4/1/2017 $59,500.00 $357,910.82 $417,410.82 4/1/2017 $0.00
$815,367.17 5/1/2017 $60,000.00 $362,947.53 $422,947.53 5/1/2017 $0.00
$820,647.52 6/1/2017 $60,500.00 $365,212.96 $425,712.96 6/1/2017 $0.00
$836,994.19 7/1/2017 $61,000.00 $372,722.76 $433,722.76 7/1/2017 $0.00
$839,902.50 8/1/2017 $61,500.00 $373,864.07 $435,364.07 8/1/2017 $0.00
$856,675.79 9/1/2017 $62,000.00 $381,576.05 $443,576.05 9/1/2017 $0.00
$875,964.37 10/1/2017 $62,500.00 $390,480.03 $452,980.03 10/1/2017 $0.00
$901,735.01 11/1/2017 $63,000.00 $402,455.89 $465,455.89 11/1/2017 $0.00
$911,677.08 12/1/2017 $63,500.00 $406,930.52 $470,430.52 12/1/2017 $0.00
$961,339.58 1/1/2018 $64,000.00 $430,228.83 $494,228.83 1/1/2018 $0.00
$928,380.42 2/1/2018 $64,500.00 $414,372.40 $478,872.40 2/1/2018 $0.00
$906,658.90 3/1/2018 $65,000.00 $403,841.53 $468,841.53 3/1/2018 $0.00
$910,428.73 4/1/2018 $65,500.00 $405,391.11 $470,891.11 4/1/2018 $0.00
$931,529.37 5/1/2018 $66,000.00 $415,153.84 $481,153.84 5/1/2018 $0.00
$937,420.85 6/1/2018 $66,500.00 $417,708.89 $484,208.89 6/1/2018 $0.00
$970,722.72 7/1/2018 $67,000.00 $433,253.82 $500,253.82 7/1/2018 $0.00
$1,001,011.74 8/1/2018 $67,500.00 $447,370.96 $514,870.96 8/1/2018 $0.00
$1,006,885.12 9/1/2018 $0.00 $515,370.96 $515,370.96 9/1/2018 $0.00
$942,494.66 10/1/2018 $500.00 $480,145.36 $480,645.36 10/1/2018 $0.00
$961,018.97 11/1/2018 $1,000.00 $489,929.80 $490,929.80 11/1/2018 $0.00
$961,518.97 12/1/2018 $1,500.00 $445,694.12 $447,194.12 12/1/2018 $0.00
$1,039,070.13 1/1/2019 $2,000.00 $481,409.74 $483,409.74 1/1/2019 $0.00
$1,072,917.07 2/1/2019 $2,500.00 $496,867.10 $499,367.10 2/1/2019 $0.00
$1,094,245.80 3/1/2019 $3,000.00 $506,521.86 $509,521.86 3/1/2019 $0.00
$1,138,990.32 4/1/2019 $3,500.00 $527,030.58 $530,530.58 4/1/2019 $0.00
$1,067,236.83 5/1/2019 $4,000.00 $493,538.83 $497,538.83 5/1/2019 $0.00
$1,142,775.97 6/1/2019 $4,500.00 $528,321.82 $532,821.82 6/1/2019 $0.00
$1,159,658.10 7/1/2019 $5,000.00 $535,915.44 $540,915.44 7/1/2019 $0.00
$1,141,842.98 8/1/2019 $5,500.00 $527,425.82 $532,925.82 8/1/2019 $0.00
$1,163,632.79 9/1/2019 $6,000.00 $537,294.31 $543,294.31 9/1/2019 $0.00
$1,189,238.47 10/1/2019 $6,500.00 $548,931.57 $555,431.57 10/1/2019 $0.00
$1,232,725.20 11/1/2019 $7,000.00 $568,857.27 $575,857.27 11/1/2019 $0.00
$1,235,760.10 12/1/2019 $7,500.00 $570,032.28 $577,532.28 12/1/2019 $0.00
OLLAR COST AVERAGING

Stock Portfolio Total Wealth

$500.00 $500.00
$1,023.32 $1,023.32
$1,491.69 $1,491.69
$2,008.20 $2,008.20
$2,525.54 $2,525.54
$3,141.42 $3,141.42
$3,629.58 $3,629.58
$4,006.37 $4,006.37
$4,677.04 $4,677.04
$5,307.23 $5,307.23
$5,731.67 $5,731.67
$6,331.66 $6,331.66
$7,295.13 $7,295.13
$7,613.46 $7,613.46
$8,290.98 $8,290.98
$9,221.46 $9,221.46
$10,094.52 $10,094.52
$10,537.42 $10,537.42
$11,988.92 $11,988.92
$12,723.07 $12,723.07
$13,171.59 $13,171.59
$13,365.81 $13,365.81
$14,138.20 $14,138.20
$14,977.81 $14,977.81
$14,472.35 $14,472.35
$15,158.80 $15,158.80
$16,060.50 $16,060.50
$16,159.86 $16,159.86
$18,235.22 $18,235.22
$18,612.05 $18,612.05
$19,052.57 $19,052.57
$17,830.51 $17,830.51
$17,462.74 $17,462.74
$17,888.21 $17,888.21
$19,544.73 $19,544.73
$20,588.99 $20,588.99
$21,985.62 $21,985.62
$24,058.15 $24,058.15
$25,140.47 $25,140.47
$25,700.18 $25,700.18
$27,309.11 $27,309.11
$26,557.92 $26,557.92
$28,295.81 $28,295.81
$29,465.80 $29,465.80
$29,472.80 $29,472.80
$30,369.08 $30,369.08
$29,645.46 $29,645.46
$33,535.60 $33,535.60
$33,411.21 $33,411.21
$34,343.49 $34,343.49
$34,175.77 $34,175.77
$35,679.43 $35,679.43
$36,353.66 $36,353.66
$36,313.17 $36,313.17
$38,296.46 $38,296.46
$38,012.56 $38,012.56
$38,959.43 $38,959.43
$39,594.20 $39,594.20
$41,442.30 $41,442.30
$42,451.06 $42,451.06
$43,305.52 $43,305.52
$44,396.25 $44,396.25
$45,832.83 $45,832.83
$45,225.12 $45,225.12
$46,934.68 $46,934.68
$47,572.07 $47,572.07
$47,880.49 $47,880.49
$50,197.46 $50,197.46
$50,312.65 $50,312.65
$51,853.64 $51,853.64
$51,858.72 $51,858.72
$52,985.93 $52,985.93
$55,287.57 $55,287.57
$54,286.62 $54,286.62
$52,419.77 $52,419.77
$53,591.97 $53,591.97
$54,971.85 $54,971.85
$54,124.78 $54,124.78
$56,401.46 $56,401.46
$59,214.30 $59,214.30
$58,266.63 $58,266.63
$60,075.04 $60,075.04
$58,387.27 $58,387.27
$59,753.89 $59,753.89
$61,803.49 $61,803.49
$64,711.22 $64,711.22
$67,120.97 $67,120.97
$69,597.12 $69,597.12
$72,879.46 $72,879.46
$75,072.25 $75,072.25
$78,061.75 $78,061.75
$78,758.27 $78,758.27
$82,581.89 $82,581.89
$82,786.74 $82,786.74
$86,920.06 $86,920.06
$89,094.54 $89,094.54
$92,627.21 $92,627.21
$93,985.62 $93,985.62
$95,390.69 $95,390.69
$97,296.61 $97,296.61
$100,305.86 $100,305.86
$101,189.21 $101,189.21
$97,218.14 $97,218.14
$99,768.69 $99,768.69
$105,885.12 $105,885.12
$109,305.01 $109,305.01
$118,066.55 $118,066.55
$116,227.99 $116,227.99
$123,988.80 $123,988.80
$125,460.59 $125,460.59
$120,805.50 $120,805.50
$128,517.58 $128,517.58
$136,842.40 $136,842.40
$143,473.54 $143,473.54
$155,389.48 $155,389.48
$147,184.09 $147,184.09
$155,744.10 $155,744.10
$151,043.42 $151,043.42
$158,534.93 $158,534.93
$161,757.69 $161,757.69
$164,047.36 $164,047.36
$176,378.80 $176,378.80
$185,911.34 $185,911.34
$188,281.76 $188,281.76
$185,544.83 $185,544.83
$193,581.86 $193,581.86
$192,020.52 $192,020.52
$164,758.23 $164,758.23
$175,813.00 $175,813.00
$190,613.87 $190,613.87
$202,667.62 $202,667.62
$214,846.21 $214,846.21
$224,329.81 $224,329.81
$217,858.19 $217,858.19
$227,073.70 $227,073.70
$236,368.03 $236,368.03
$231,285.62 $231,285.62
$244,621.38 $244,621.38
$237,483.40 $237,483.40
$236,809.15 $236,809.15
$230,816.89 $230,816.89
$245,923.40 $245,923.40
$251,422.21 $251,422.21
$266,729.88 $266,729.88
$253,828.73 $253,828.73
$249,524.09 $249,524.09
$274,434.66 $274,434.66
$266,678.11 $266,678.11
$261,706.39 $261,706.39
$268,658.45 $268,658.45
$264,958.06 $264,958.06
$281,915.63 $281,915.63
$267,532.35 $267,532.35
$266,902.28 $266,902.28
$246,359.75 $246,359.75
$248,065.65 $248,065.65
$257,365.70 $257,365.70
$234,399.69 $234,399.69
$220,050.10 $220,050.10
$237,649.59 $237,649.59
$239,742.64 $239,742.64
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