EFTA Document EFTA01460085

Growth Tactical allocations Proposed allocations for taxable client (where hedge funds are suitable) Equities 67.5% $33,750,000 U.S. Large Cap WM US Large Cap/Growth - Individual Securities N/A 35.5% $17,750,000 U.S. Small Cap ClearBridge Small Cap Growth SBPYX 3.0% $1,500,000 EAFE 25.0% 512,500,000 European Invesco AIM European Growth AEDYX 7.5% $3,750,000 European db X-Trackers MSCI Europe Hedged Equity Fund DBEU 7.5% $3,750,000 Japan Wisd