From: Kathy Ruemmler Sent: Monday, June 20, 2016 12:46 PM To: Jeffrey E. Subject: Fwd: Follow up Sent from my iPhone Begin forwarded message: From: "Burness, Danielle M - WASHINGTON DC" Date: June 20, 2016 at 8:42:35 AM EDT To: Kathy Ruemmler Subject: Follow up Hi Kathy, Thank you for your time this morning. I have enclosed a recap of our discussion which coordinates figures with the review I sent on Friday: Your total cash between both CMA accounts currently is $1,088,743, of which I would like to increase your current equity exposure by 11% across your entire asset base which would bring it up to 55%. I would also like to increase your bond exposure by 10.5% which equals $323,000.00, bringing your money market down to $421,000.00 respectively. 1) Equity Allocation: Adding $344,600.00 to achieve the following percentages across your entire asset base 7.5% Small Cap Growth $11,500 additional to IJT (small cap growth index) 7.5% Small Cap Value $28,300 additional to IJS (small cap Value index) 18% International $65,500 additional to MINIX (MFS INTL. Value) 41% Large Cap Value $119,650 additional to IVE (large value index) EFTA_R1_01566856 EFTA02461035