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PART ONE: Sector Performance Sector Portfolio Weighting (2) S&P Weighting (3) Differences in Weighting (4) Portfolio Return (5) S&P Return (6) Sector Over- or Under

PART ONE: Sector Performance Sector Portfolio Weighting (2) S&P Weighting (3) Differences in Weighting (4) Portfolio Return (5) S&P Return (6) Sector Over- or Under Performance (7) = (3) x (6) Sector Allocation Contributions Telecommunications Services 3.10% 5.90% A 2.80% 2.50% 3.10% K 0.60% U 0.02% Utilities 7.50% 3.80% B -3.70% 3.10% 1.90% L -1.20% V 0.04% Information Technology 14.30% 17.90% C 3.60% 4.90% 3.20% M -1.70% W -0.06% Materials 6.30% 3.70% D -2.60% 4.80% 5.10% N 0.30% X -0.01% Financials 13.40% 17.10% E 3.70% 6.20% 4.80% O -1.40% Y -0.05% Consumer Discretionary 12.70% 13.50% F 0.80% 2.10% 4.00% P 1.90% Z 0.02% Industrials 14.10% 11.90% G -2.20% 4.90% 3.10% Q -1.80% AA 0.04% Energy 8.40% 8.00% H -0.40% 3.70% 8.60% R 4.90% BB -0.02% Healthcare 15.30% 11.70% I -3.60% 9.80% 5.70% S -4.10% CC 0.015% Consumer Staples 4.90% 6.50% J 1.60% 1.50% 13.20% T 11.70% DD 0.19% Did the performance turned in by the investment manager underperform or outperform the S&P? By how Much

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