From: "Bauman, Jason S" < To: ' CC: Subject: Date: Importance: Attachments: mjeevacationggmail.core <jeevaeationggmail.corn> FW: Investment Proposal Fri, 15 Feb 2013 21:10:51 +0000 high PIMCO Conservative — Allocation_Illustration.pdf; P1MCO_Conservative- _ Moderate Allocatton_Illustration.pdf Hi Peggy Just want to be sure you received my email from last night. All the best Jason From: Bauman, Jason S (Wealth Mgmt MS) Sent: Thursday, February 14, 2013 11:05 PM To: Cc: Subject: Investment Proposal Importance: High Hi Peggy I've created two investment proposals that are both keen to your desire to not be a risk taker with this money and looking to generate an income that is substantially outperforming the return on cash that you're currently getting. One proposal is a very conservative allocation and the second is if we were to take a slightly less conservative approach. Both proposals illustrate a hypothetical investment of $1,000,000 made on March 31st, 2007 so they both include how you would have fared through the financial crisis of 2007-2008. Some highlights: Proposal #1 - Conservative Allocation $333,333,333 invested in the PIMCO Total Return Fund $333,333,333 invested in the PIMCO Income Fund $333,333,333 invested in the PIMCO Low Duration Fund - During the time period of 3/31/2007 through 1/29/2013 the portfolio generated $314,805 in income. This is an average of - $52,500 per year During the time period the average annual return was 8.04% with a cumulative return of 57.04% Proposal #2 — Conservative/Moderate Allocation $333,333,333 invested in the PIMCO Total Return Fund $333,333,333 invested in the PIMCO Income Fund $333,333,333 invested in the PIMCO Unconstrained Bond Fund - During this time period the portfolio generated $239,561 in income. This is an average of —$40,000 per year - During the time period the average annual return was 9.46% with a cumulative return of 51.35% These portfolios are liquid so if you