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can someone help me analyze this? Current Portfolio Total Stock: 72% Total Return: 7.66% Investment Portfolio Value % of Total Rate of Return 2.74% 4.09%

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Current Portfolio Total Stock: 72% Total Return: 7.66% Investment Portfolio Value % of Total Rate of Return 2.74% 4.09% 538% $56,046 $124,185 3 8% SO 0% 763% 5182,270 17% 863% $337,345 20% $433,827 26% 9.69% 1065% 10.89% $20,595 Asset Class Cash & Cash Alternatives Short Term Bonds Intermediate Term Bonds Long Term Bonds Large Cap Value Stocks Large Cap Growth Stocks Mid Cap Stocks Small Cap Stocks International Developed Stocks International Emerging Stocks REITS Unclassified Commodities 39 Fixed Fixed Index 18 $0 0% 10% 4.37% 8.00% 5161,665 SO Great Recession Loss Your Current Portfolio has a Great Recession loss that is greater than your Target Portfolio. 0% SO 0% 9,65% N/A 0.52% 0.00% $332,694 50 20% 0% SO 0% During the Great Recession (November 2007 - February 2009) this portfolio had a loss of -26% 3.689 SO 09 Total: $1,648,626 100% Select Report > View Your Assets By Tax Category GO If you invest $1,648,626 in this portfolio and the same loss occurred again you would lose: -$436,641 Options View/Edit Current Cash Reserve Strategy

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