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PORTFOLIO DIVERSIFICATION TOOLBOX 5.1

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FREE 30 Day UNLIMITED TOOLBOX ACCESS with FORWARD-LOOKING OPTIMIZATION - Free Subscription period: Monthly No automatically recurring payments Membership period: One-Month UNLIMITED ACCESS TO OPTIMIZER WITH FORWARD LOOKING SUGGESTIONS. Automatic switch to Monthly after trial unless member opts out.

1 yr. ($29/Month) DIVERSIFICATION TOOLBOX FORWARD-LOOKING OPTIMIZATION - $29.00 (USD) Subscription period: Monthly Automatic renewal (recurring payments) UNLIMITED ACCESS TO PORTFOLIO DIVERSIFICATION TOOLBOX 5.1 with OPTIMIZER & FORWARD-LOOKING SUGGESTIONS

GROUP RATE: FIVE (5) 1 yr DIVERSIFICATION TOOLBOX with FORWARD-LOOKING OPTIMIZATION - $960.00 (USD) Bundle (up to 15 members) Subscription period: 1 year No automatically recurring payments ONE-YEAR UNLIMITED ACCESS FOR FIVE (5) INDIVIDUALS TO PORTFOLIO DIVERSIFICATION TOOLBOX 5.1 with OPTIMIZER & FORWARD-LOOKING SUGGESTIONS Note: This is $16 per person per month or 48% less than the Monthly individual rate of $29 per month

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