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Index Disclosures
Index Disclosures

Russell MidCap Growth Index is a market-weighted total return index that measures the S&P 500 Industrials measures the performance of the industrial sector in the S&P 500
performance of companies within the Russell MidCap Index having higher price-to-book Index.
ratio and higher forecasted growth values. S&P 500 Financials measures the performance of the financials sector in the S&P 500
Russell MidCap Index includes firms 201 through 1000, based on market capitalization, Index.
from the Russell 3000 Index. S&P 500 Utilities measures the performance of the utilities sector in the S&P 500 Index.
Russell MidCap Value Index is a market-weighted total return index that measures the S&P 500 Consumer Discretionary Index measures the performance of the consumer
performance of companies within the Russell MidCap Index having lower price-to-book ratio discretionary sector in the S&P 500 Index.
and lower forecasted growth values. S&P 500 Consumer Staples Index measures the performance of the consumer staples
Russell Top 200 Index consists of the 200 largest securities in the Russell 3000 Index. sector in the S&P 500 Index.
Russell 3000 Index is a market capitalization weighted index, consisting of 3,000 U.S. S&P 500 Information Technology measures the performance of the information
common equity securities, reflective of the broad U.S. equity market. technology sector in the S&P 500 Index.
Salomon 1-10 Yr. Governments is an index which serves as a benchmark for U.S. S&P 500 Materials measures the performance of the materials sector in the S&P 500
Government bonds with maturities ranging from 1 to 10 years. Index.
S&P 500 Index measures the performance of the largest 500 U.S. common equity S&P 500 Health Care measures the performance of the health care sector in the S&P
securities, and serves as an index of large cap stocks traded in the U.S. 500 Index.
S&P 500 Energy Index measures the performance of the energy sector in the S&P 500 S&P 500 Telecommunications Services Index measures the performance of the
Index. telecommunications services sector in the S&P 500 Index.

General Disclosure

Any reproduction of this information, in whole or in part, is prohibited. The information contained herein has been prepared solely for informational purposes and is not an offer to buy or sell
or a solicitation of an offer to buy or sell any security or to participate in any trading strategy. All data presented herein is unaudited, subject to revision by your advisor and is provided
solely as a guide to current expectations. This document is only made available to persons of a kind to who may lawfully be promoted.

Research/Outlook Disclosure

This document was produced by and the opinions expressed are those of your advisor as of the date of writing and are subject to change. This research is based on your advisor’s
proprietary research and analysis of global markets and investing. The information and/or analysis contained in this material have been compiled or arrived at from sources believed to be
reliable, however your advisor does not make any representation as their accuracy or completeness and does not accept liability for any loss arising from the use hereof. Some internally
generated information may be considered theoretical in nature and is subject to inherent limitations associated therein. The reader should not assume that any investments in sectors and
markets identified or described were or will be profitable. Investing entails risks, including possible loss of principal. The use of tools cannot guarantee performance. Past performance is no
guarantee of future results. The information in this material may contain projections or other forward-looking statements regarding future events, targets or expectations, and is only current
as of the date indicated. There is no assurance that such events or targets will be achieved, and may be significantly different than that shown here. The information in this material,
including statements concerning financial market trends, is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other
reasons.

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