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EFTA01376847

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Strategic and tactical allocations Proposed allocations for taxable client (where hedge funds are suitable) Income Strategic Tactical Growth & Income Strategic Tactical Growth S''atege Maximum Growth S'iati• Tactical U.S. Large Cap 17.5% 17.5% 27.0% 27.0% 37,0% 37.0% 45.5% 45.5% U.S. Small Cap 2.5% 2.0% 3.5% 3.0% 4.0% 3.5% 4.5% 4.0% EAFE 11.5% 11.5% 16.0% 16.0% 22.5% 22.5% 28.0% 28.0% Europe 7.0% 7.0% 10.5% 10.5% 14.5% 14.5% 18.0% 18.0% Japan 3.0% 3.0% 3.5% 3.5% 5.5% 5.5% 6.5% 6.5% Pacific ex-Japan 1.5% 1.5% 2.0% 2.0% 2.5% 2.5% 3.5% 3.5% Emerging Market 4.0% 40% 60% 6.0% 75% 7.5% 9.0% 9.0% Core r aj a hlfitts 4.0% 6 0% 7 5% 9.0% Municipal Bonds 48 5% 47.0% 30 5% 29 5% 13 5% 13 0% 41.1.6 High Yield Bonds 1.5% 1.5% 20% 15% 20% 15% 20% 1.5% Emerging Market Bonds 1 5% 3.0% 1 5% 30% 2.0% 30% 20% 3.0% TIPS 15% 1.5% 15% 15% 15% 15% Cash 30% 4.0% 30% 30% 25% 25% 25% 30% Hedge Funds 70% 7 0% 7 5% 8 5% 6 0% 7 0% 50% 50% Non-directional HF 3.5% 5 0% 30% 4 5% 20% 3 0% 1.5% Directional HF 3.5% 2 0% 4 5% 4 0% 40% 40% 3.5% 50% Commodities 1.5% 1 0% 15% 1.0% 15% 1.0% 1.5% 1.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% Source. Internal sources. Last asset allocation change was July 26. 2017 and is reviewed monthly. Allocation recommendations are subiect to change without notice. The 'strategic allocation" represents our longer term outlook on portfolio diversification and serves as a frame of reference for our short-term tactical adjustments for U.S. clients. Actual portfolio composition and performance will vary within the strategic range based upon active market judgments, altering the allocation and adjusting within asset classes Neither this Allocation Table nor any of its contents may be used for any purpose without the consent and knowledge of Deutsche Bark. It may not be

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