22 May 2015 US Equity Insights [Figure 42: Russell 2000 sector ytd vs. mtd performance (price returns) Since Current 12 3 1 10/13/2014 Prim vs. Month YTO Month Month 1 Week Mkt Trough Syr High Russel 2000 Consumer Discretionary Consumer Staples Energy Financial Services Health Care Materials & Processing Producer Durables Information Technology Utilities 14.6% 4.4% 2.4% -0.5% 2.1% 19.9% 98.6% 16.3% 3.8% 1.8% -0.2% 2.0% 23.7% 98.6% 13.7% -2.1% 12.8% 95.7% 51.8% 98.0% 97.8% 9.4% 4.8% 1.5% 20.6% 97.5% 0.7% 0.7% 1.6% 15.7% 95.8% 2.6% MEM 99.9% 10.1% 2.2% 12.3% 94.9% 14 % PDX Note: Two biggest outperforming (underperforming) sectors are highlighted in green (red) Ni sectors whin 5% of their Syne high are highballed in yellow San Damns en Thelma, Anient Olberien Anna, 2015 PE les. Nog EPS) sector Weight 20.1 19.5 14.8% 19.6 3.1% 218.7 3.5% 17.9 24.1% 25.6 17.6% 19.6 6.1% 17.8 11.7% 22.7 14.9% 18.6 4.1% {figure 43: Russell 2000 sector 12m vs. 3m performance lawns 7% but gaitg Leadng , end gaining 6% • E Heath Care rC 5% 4% ♦ Tech a. a. 3% Ri.g.sei 2000 5 2% maiereeis & Proc Ca Disc. ** *loaner* Svcs 1% Produces Our• Lamina and 0% I &Ming • .I CMS. Staple* km slipping -1% *Energy -2% -50% -25% 0% 25% 12 Month Price Return Swot Dana* SM. Mongol amen glocenteg Arco LP 50% 'Figure 44: Russell 2000 sector ytd vs. mtd performance MTD Price Return 10% 6% 6% 4% 2% 0% -2% -4% -6% -8% -5% SiX/Ce N.a.teNt 7,orxn Patel; SiX1^,WP inn-, LP Ruses 20:0 5% YTD Price Return • Tech Hagar Dare • Leading but slipsing 10% 15% Page 24 Deutsche Bank Securities Inc. CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0059427 CONFIDENTIAL SDNY_GM_00205611 EFTA01367813