Below are Fiscal Year results of Riverplace Capital’s varied Investment Strategies from the past 10 years. These are representative strategies – individual results will vary as each account is tailored to the client’s specific needs and objectives.

RCM Large-Cap Equity Performance vs S&P 500
RCM Mid-Cap Equity vs. S&P 400
RCM Dividend Composite Vs. S&P 500 & Barclays/Int/Gov/Corp*

*All returns are net of fees
Returns are based only on change in capital and do not include dividend yield

Definition of the Firm: Riverplace Capital is an S Corp. licensed with the Securities and Exchange Commission (SEC). Firm was established in 1988 and manages full discretionary fee-based accounts. The President reports to the Board of Directors to review firm’s investment performance, and discuss the progress of any outstanding issues relativeto firm’s growth and financial health. Riverplace Capital is 100% owned by its President. Large Cap Balanced 60/40 Composite: Composite performance data represents returns for selected group of accounts. Composite contains only unencumbered accounts exceeding$300,000 in market value managed to the firm’s methodology. Allocation must be 60% equites and 40% fixed income – accounts with a 25% variance allowed. Maximum use ofmutual funds/ETFs for the equity component is 20% and 40% for fixed income. Accounts are included in composite after meeting composite criteria for at least one month.Composite dispersion is measured using an asset- weighted standard deviation of returns of the portfolios included in the composite for the entire calendar year. Composite creation date: 04- 2000.

Large Cap Equity Composite: Composite performance data represents returns for selected group of accounts. Composite contains only unencumbered accounts exceeding $200,000 in market value. All accounts in composite are managed to firm’s methodology; must not have over 20% in mutual funds/ETFs. Accounts are included in composite after meetingcomposite criteria for at least one month. Composite includes taxable and nontaxable accounts. Composite dispersion is measured using an asset-weighted standard deviationof returns of portfolios that were included in the composite for the entire calendar year. 1998, 1999, 2000 results include one account. This account was managed by the President of the firmat a prior employer for part of 1998. Composite creation date: 04-2000

MidCap Composite: Performance data of composite represents returns for selected groups of accounts. Composite contains only unencumbered accounts exceeding $200,000 in market value. All accounts included in composite are managed to firm’s methodology. Accounts include taxable and non-taxable accounts. Accounts may have up to 20% in mutual funds/ETFs. Accounts are included in composite after meeting composite criteria for at least one month. There is no intent to use leverage in the composite. Composite dispersion is measured using an asset-weighted standard deviation of returns of portfolios included in composite for the entire calendar year. Composite creation date: 09-2005.

Dividend Composite: Composite performance data represents returns for select accounts and contains only unemcumbered accounts with a mimimum $100,000 value.All accounts are managed to firm’s methodology for Dividend Model. Includes taxable and nontaxable accounts after meeting composite criteria for at least one month.Composite dispersion is measured using asset-weighted standard deviation of returns of portfolios included in composite for entire calendar year. Composite creation 2015.

Fees: All of the above performance data includes withholding taxes, investment advisory fees, and brokerage commissions (Gross of Fees). Actual returns will be reduced by advisory fees.Results above include reinvestment of interest, dividends and price changes in U.S. dollars. Trade date accounting is used in computing results. Methodology of reporting is the time-weighted return for portfolio assets. Basis for TWR calculation is the asset-weighted average. Additional information regarding policies for calculating and reporting returns is availableupon request. *Investment advisory fees are described in Form ADV Part 2A.

Fee Schedule: The standard fee schedule for the first $2 million assets under management is 1.25% annually. Amounts over $2 million are 1.00% annually. The minimum annual fee is $1,250. Fees are not based on capital gains or appreciation. Investment Advisory fees may be negotiable.

* S&P 500 Index is a composite stock price index that is a market value-weighted index (shares outstanding multiplied by stock price) of 500 stocks that are traded on the New YorkStock Exchange (NYSE), American Stock Exchange (AMEX) and the NASDAQ National Market System. The weightings make each company’s influence on the Index’s performance directly proportional to that company’s market value. In 2001 Standard & Poor’s reclassified all of its US equity indexes under the Global Industry Classification Standard of GICS.In 2002 the old system was discontinued. The GICS was jointly developed by Standard & Poor’s and Morgan Stanley Capital International (NSCI) to establish a common global standard.for categorizing companies into sectors and companies into sectors and industries.

* S&P 500 & Barclays Intermediate Government/Credit Index: This index is 60% of the S&P 500 and 40% of the Barclays Intermediate Government/Credit Index. The S&P500 is a composite stock price index that is a market value-weighted index (shares outstanding multiplied by stock price) of 500 stocks that are traded on the New York Stock Ex-change (NYSE), American Stock Exchange (AMEX), and the NASDAQ National Market System. The weightings make each company’s influence on the Index’s performance directlyproportional to that company’s market value. In 2001 Standard & Poor’s reclassified all of its U.S. equity indexes under the Global Industry Classification Standard or GICS. In 2002the old system was discontinued. The GICS was jointly developed by Standard & Poor’s and Morgan Stanley Capital International (MSCI) to establish a common global standard forcategorizing companies into sectors and industries. The Barclays Intermediate Government/Credit Bond Index measures the performance of dollar denominated U.S. Treasuries, govern-ment-related, and investment grade credit securities that have a remaining maturity of greater than or equal to one year and less than ten years. The Underlying Index is market capi-talization weighted and the securities in the Underlying Index are updated on the last calendar day of each month.

* S&P 500 Citigroup Growth & Barclays Intermediate Government/Corporate Index: This index is 60% of the S&P Citigroup Growth Index and 40% of the Barclays Intermedi-ate/Government Credit Index (BIGC). The S&P 500 Citigroup Growth Index is a style of stocks with growth characteristics (factors) in which the series divides the complete marketcapitalization of each parent index approximately equally into growth and value indices while limiting the number of stocks that overlap between them. This series is exhaustive (i.e.covering all stocks in the parent index universe) and use the conventional, cost-efficient, market capialization-weighting scheme. Introduced in the fall of 2005 to replace its predeces- sor, the S&P/Barra Style index series, the S&P/Citigroup Style index series use a multi-factor methodology to calculate growth and value in separate dimensions. Style scores are calcu-lated taking standardized measures of 3 growth factors and 4 value factors for each constituent. Combined, the growth and value indices are exhaustive, containing the full marketcapitalization of the S&P 500. The BIGC is market capitalization weighted and the securities in the Underlying Index are udated on the last calendar day of each month as described above.

* S&P 400 Index is a composite stock price index that is a market value-weighted index (shares outstanding multiplied by stock price) of 400 stocks that are traded pn the New York Stock Exchange (NYSE), American Stock Exchange (AMEX), and the NASDAQ National Market System. The weightings make each company’s influence on the Index’s performancedirectly proportional to that company’s market value. In 2001 Standard & Poor’s reclassified all of its U.S. equity indexes under the Global Industry Classification Standard, or GICS.In 2002 the old system was discontinued. The GICS was jointly developed by Standard & Poor’s and Morgan Stanley Capital International (MSCI) to establish a common global standard.for categorizing companies into sectors and industries. The MidCap 400 Index is designed to represent the performance of the US medium- capitalization sector. The criteria for market capitalization are companies with market cap in the range of US $1 billion to US $4.5 billion. This range is reviewed from time to time to ensure consistency with market conditions.

Sub-Advisor: Sub-advisor Private Management Group, Inc. (PMG) was used since inception date until December 2007. PMG’s corporate office address is 20 Corporate Park, Suite 400, Irvine, CA

Composite Name Change: The Large-Cap Growth Equity, Large-Cap Growth Balanced 60/40 and Mid-Cap Equity composites names were changed to U.S. Large-Cap GrowthEquity, U.S. Large-Cap Growth Balanced 60/40 and U.S. Mid-Cap Equity to more accurately portray their investment mandate on 06/17/09.

Significant Cash Inflows/Outflows: All four composites should not have large distributions in/out of the accounts. The frequency should not be irregular. If a large inflow/outflow(SCF) does occur, the portfolio should be removed at the beginning of the period. The portfolio will return (re- inclusion) when the SCF is not projected to reoccur for two successivequarters. The SCF limit for the Composites is 15% of assets.

Risk of Loss: All investment programs have certain risks to the investor including interest-rate risk (fluctuations in rates); market risk (decrease in market value); and inflation risk. Past performance is not indicative of future results, investments can and may lose money.
Reporting Currency: U.S. dollars