Fillsdale

Financial Services

$(1)$

Research Services Department

Recommended Investment Allocation for Moderate Portfolio

$\backslash$table$[[$Funds$],[$DW Bond Fund,$40\%,,],[$CJ West Fund,$10\%,,],[$Future Select Growth Fund,$10\%,,],[$Safeguard Trust,$15\%,,],[$JWJ International Equity Fund,$15\%,,],[$DW Harbor Fund,$10\%,,],[,$DW Bond Fund,a ci West Fund$],[,-$ Future Select Growth Fund,a Safequard Trust$],[,$hational Equity fun,DW Hartor Fund$]]$

Confidential Advisor Commission Information:

$\backslash$table$[[,$DW Bond,C West,Future Select,Safeguard$],[$Commission rates:,$1\mathrm{.}15\%,1\mathrm{.}23\%,2\mathrm{.}15\%,2\mathrm{.}35\%$