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Index Performance(YTD) +

EQUITIES
4.5%S&P 500
6.5%S&P 600
8%Russell 2000
12%Russell 2000
-5%Russell 2000
-10%Russell 2000
BONDS
4.5%S&P 500
6.5%S&P 600
6.5%Russell 2000
6.5%Russell 2000
6.5%Russell 2000
6.5%Russell 2000

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Thomas G. Plumb

Plumb Balanced Fund

Patrick Galley

RiverNorth Core Opportunity Fund

Matt Toms

Voya Intermediate Bond Fund

Lon Erickson

Thornburg Limited Term Income Fund

Phil Nordhus

Principal SmallCap Fund

Alex Ely

Delaware Smid Cap Growth Fund

Paul Hogan

FAM Dividend Focus Fund

Jim Golan

William Blair Large Cap Growth Fund

Mitch A. Flack

TCW Total Return Bond Fund

Brian M. Robertson

Pacific Funds Strategic Income Fund

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