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PORTFOLIO DIVERSIFICATION TOOLBOX 5.1

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FREE QUICK-CHECK: FIDUCIARY SCORE, PERFORMANCE & DIVERSIFICATION MEASUREMENTS - Free Subscription period: Quarterly No automatically recurring payments ACCESS TO and PRINT OUT OR DOWNLOAD OF PERFORMANCE & DIVERSIFCATION METRICS INCLUDING 'FIDUCIARY SCORE" DOES NOT INCLUDE FORWARD LOOKING SUGGESTIONS

1 yr. ($75/Month) DIVERSIFICATION TOOLBOX FORWARD-LOOKING OPTIMIZATION - $75.00 (USD) Subscription period: Monthly Automatic renewal (recurring payments) UNLIMITED ACCESS TO PORTFOLIO DIVERSIFICATION TOOLBOX 5.1 with OPTIMIZER & FORWARD-LOOKING SUGGESTIONS

1 yr. DIVERSIFICATION TOOLBOX FORWARD-LOOKING OPTIMIZATION - $750.00 (USD) Subscription period: 1 year Automatic renewal (recurring payments) UNLIMITED ACCESS TO PORTFOLIO DIVERSIFICATION TOOLBOX with OPTIMIZER & FORWARD-LOOKING SUGGESTIONS

GROUP RATE: FIVE (5) 1 yr DIVRSIFICATION TOOLBOX with FORWARD-LOOKING OPTIMIZATION - $2,500.00 (USD) Bundle (up to 5 members) Subscription period: 1 year Automatic renewal (recurring payments) UNLIMITED ACCESS FOR FIVE (5) INDIVIDUALS TO PORTFOLIO DIVERSIFICATION TOOLBOX 5.1 with OPTIMIZER & FORWARD-LOOKING SUGGESTIONS

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