EFTA Document EFTA01386135

Growth & Income Strategy returns Performance I for taxable client ending 3/31/15 • CIO Strategies w/ U.S. Core Equity as U.S. Large Cap Vehicle Blended Benchmark 9 8 7 6 5 4 3 2 1 0 2.95 1.59 6.94 3.36 7.90 6.61 7.76 6.59 6.65 5.36 1Q15 1 Year 3 Year 5 Year % Annualized Performance Gross of Fees 10 Year 6.41 1/1/05-3/31/15 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 CIO Strategies - Growth and Income 4.37% 12.79% 12.03% -1.03% 11.33% 23/8% -2