Total return performance in income beneficiary remainder man trust. These results were obtained in a difficult market, however, using dividend stocks and buy/write strategies risk was contained and income obtained.

1. Annual performance
Period Period Port folio Period Portfolio Asset Allocation
Begin End End
ROR% Year ROR% Cum Cash Fixed Income Equities Other
01/01/12 12/31/12 4.9% 56.3% 12/31/12 40.31% 6.35% 35.28% 18.06%
01/01/11 12/31/11 6.0% 52.3% 12/31/11 46.38% 6.48% 40.48% 6.66%
01/01/10 12/31/10 10.5% 45.7% 12/30/10 32.70% 1.33% 59.38% 6.58%
01/01/09 12/31/09 11.7% 34.8% 12/31/09 17.66% 22.76% 54.19% 5.39%
01/01/08 12/31/08 -12.9% 22.1% 12/31/08 13.59% 27.15% 58.15% 1.11%
01/01/07 12/31/07 5.4% 34.3% 12/31/07 12.93% 23.27% 62.61% 1.20%
01/01/06 12/31/06 6.6% 28.2% 12/31/06 10.89% 25.58% 63.62% -0.09%
01/01/05 12/31/05 5.0% 21.0% 12/31/05 2.11% 23.85% 74.21% -0.17%
01/01/04 12/31/04 9.6% 15.9% 12/31/04 11.14% 22.88% 65.40% 0.58%
11/01/03 12/31/03 3.9% 3.9% *
* Partial Year ROR = Rate Of Return
Cum = Cumulative
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