Ultimate Buy and Hold Equity (50% US / 50% Int'l) Portfolio ... SP 500 + US LCV + US SCB + US SCV + US REITs + Int'l + EM Portfolio Portfolio 1 Portfolio 2 Portfolio 3 Portfolio 4 Portfolio 5 Portfolio 6 Portfolio 7 Portfolio 8 $12,232,652 $14,523,687 $15,489,078 $18,471,063 $

Download Ultimate Buy and Hold Equity (50% US / 50% Int'l) Portfolio ...  SP 500 + US LCV + US SCB + US SCV + US REITs + Int'l + EM Portfolio Portfolio 1 Portfolio 2 Portfolio 3 Portfolio 4 Portfolio 5 Portfolio 6 Portfolio 7 Portfolio 8 $12,232,652 $14,523,687 $15,489,078 $18,471,063 $

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<ul><li><p>All-ValueS&amp;P 500 + US LCV + US SCB + US SCV + US REITs + Int'l + EM Portfolio</p><p>Portfolio</p><p>1</p><p>Portfolio</p><p>2</p><p>Portfolio</p><p>3</p><p>Portfolio</p><p>4</p><p>Portfolio</p><p>5</p><p>Portfolio</p><p>6</p><p>Portfolio</p><p>7</p><p>Portfolio</p><p>8</p><p>$12,232,652 $14,523,687 $15,489,078 $18,471,063 $19,182,122 $25,919,768 $26,265,004 $42,815,046</p><p>10.5% 10.9% 11.1% 11.5% 11.6% 12.3% 12.3% 13.5%</p><p>17.0% 16.1% 16.3% 16.4% 16.1% 16.9% 17.4% 17.6%0 $2,291,035 $3,256,425 $6,238,411 $6,949,470 $13,687,116 $14,032,352 $30,582,394</p><p>Note: 0.0% Management Fee subtracted from all portfolios.</p><p>All-Value</p><p>S&amp;P 500 + US LCV + US SCB + US SCV + US REITs + Int'l + EM Portfolio</p><p>Portfolio</p><p>1</p><p>Portfolio</p><p>2</p><p>Portfolio</p><p>3</p><p>Portfolio</p><p>4</p><p>Portfolio</p><p>5</p><p>Portfolio</p><p>6</p><p>Portfolio</p><p>7</p><p>Portfolio</p><p>7</p><p>$12,232,652 $14,509,297 $15,438,791 $18,229,767 $18,881,897 $23,923,067 $25,511,547 $40,361,786</p><p>10.5% 10.9% 11.1% 11.5% 11.5% 12.1% 12.2% 13.3%</p><p>15.1% 14.4% 14.6% 14.8% 14.6% 14.1% 14.5% 14.9%</p><p>0 $2,276,644 $3,206,139 $5,997,115 $6,649,245 $11,690,415 $13,278,895 $28,129,134</p><p>Note: 0.0% Management Fee subtracted from all portfolios.</p><p>Portfolio S&amp;P 500 US LCV US SCB US SCV REIT Intl LCB Intl LCV Intl SCB Intl SCV Em Mrkt</p><p>#1 100% 0% 0% 0% 0% 0% 0% 0% 0% 0%</p><p>#2 90% 10% 0% 0% 0% 0% 0% 0% 0% 0%</p><p>#3 80% 10% 10% 0% 0% 0% 0% 0% 0% 0%</p><p>#4 70% 10% 10% 10% 0% 0% 0% 0% 0% 0%</p><p>#5 60% 10% 10% 10% 10% 0% 0% 0% 0% 0%</p><p>#6 20% 10% 10% 10% 10% 10% 10% 10% 10% 0%</p><p>#7 10% 10% 10% 10% 10% 10% 10% 10% 10% 10%</p><p>#8 0% 25% 0% 25% 0% 0% 20% 0% 20% 10%</p><p> 2018 The Merriman Financial Education Foundation</p><p>Annualized Standard Deviation</p><p>Difference from Portfolio 1</p><p>Ultimate Buy &amp; Hold Equity Portfolio Asset Class Allocation</p><p>1970 - 2017 (48 years) </p><p>(with MONTHLY rebalancing)</p><p>Initial $100,000 Grew to:</p><p>Annualized Compound Return</p><p>Annualized Compound Return</p><p>Annualized Standard DeviationDifference from Portfolio 1</p><p> 2018 The Merriman Financial Education Foundation</p><p> 2018 The Merriman Financial Education Foundation</p><p>World-Wide Equity Portfolio Build-Up ------------------------------------------------------------&gt;</p><p>Ultimate Buy and Hold Equity (50% US / 50% Int'l) Portfolio Tables for 2018</p><p>1970 - 2017 (48 years) </p><p>(with YEARLY rebalancing)</p><p>Initial $100,000 Grew to:</p><p>World-Wide Equity Portfolio Build-Up ------------------------------------------------------------&gt;</p><p>UBH-FTYAA-RDT (50-50, 0%) - 2017 Returns Update.xlsx</p><p>UBH Tables 1/29/2018 4:28 PM</p></li></ul>