### Investment Objective

### Investment Minimum

### Tax Status

Not approved for rollover solicitations.

### Aggressive Equity Strategy

### Aggressive Equity Qualified Strategy

### Balanced Strategy

### Balanced Municipal Strategy

### Balanced with Growth Strategy

### Balanced with Growth Municipal Strategy

### Balanced with Growth Qualified Strategy

### Conservative Balanced Strategy

### Conservative Balanced Municipal Strategy

### Conservative Strategy

### Conservative Municipal Strategy

### Equity Income Strategy

### Equity Income Balanced Strategy

### Equity Income Balanced Qualified Strategy

### Equity Income Qualified Strategy

### Flexible Equity Strategy

### Flexible Equity Plus Strategy

### Flexible Balanced Strategy

### Global Equity Strategy

### Global Equity Qualified Strategy

### Growth Equity Strategy

### Growth Equity Qualified Strategy

### High Income Strategy

### Defensive Conservative Strategy

### Defensive Balanced Strategy

### Defensive Growth Strategy

### Alternative Investments Strategy

### Fixed Income Strategy

### International Equity Strategy

### Early Retirement Strategy

### Mid Retirement Strategy

### Senior Retirement Strategy

### ETF Aggressive Equity Strategy

### ETF Balanced Strategy

### ETF Balanced Municipal Strategy

### ETF Balanced with Growth Municipal Strategy

### ETF Balanced with Growth Strategy

### ETF Conservative Balanced Strategy

### ETF Conservative Balanced Municipal Strategy

### ETF Conservative Strategy

### ETF Conservative Municipal Strategy

### ETF Global Equity Strategy

### ETF Growth Equity Strategy

### Institutional Growth Strategy (IGNA)

### Institutional Moderate Growth Strategy (IMGNA)

### Institutional Moderate Strategy (IMNA)

### Institutional Traditional Growth Strategy (IGNB)

### Institutional Traditional Moderate Growth Strategy (IMGNB)

### Institutional Traditional Moderate Strategy (IMNB)

### Institutional Traditional Moderate Conservative Strategy (IMOINB)

### Institutional Traditional Conservative Strategy (ICNB)

### UMA Aggressive Strategy (ANB)

### UMA Aggressive Strategy (ANA)

### UMA Balanced Strategy (BNC)

### UMA Balanced Strategy (BNF)

### UMA Balanced Strategy (BNA)

### UMA Balanced Strategy (BNB)

### UMA Balanced Strategy (BNE)

### UMA Balanced with Growth Strategy (BGNC)

### UMA Balanced with Growth Strategy (BGNF)

### UMA Balanced with Growth Strategy (BGNA)

### UMA Balanced with Growth Strategy (BGNB)

### UMA Balanced with Growth Strategy (BGNE)

### UMA Conservative Balanced Strategy (CBNB)

### UMA Conservative Balanced Strategy (CBNA)

### UMA Dynamic Balanced Strategy (DBNA)

### UMA Dynamic Balanced with Growth Strategy (DBGNA)

### UMA Dynamic Equity Income (DEINA)

### UMA Dynamic Growth (DGNA)

### UMA Equity Income Balanced Strategy (EINA)

### UMA Equity Income Strategy (EINC)

### UMA Equity Income Strategy (EIND)

### UMA Equity Income Balanced Strategy (EINE)

### UMA Equity Income Balanced Strategy (EIPA)

### UMA Equity Income Strategy (EIPC)

### UMA Equity Income Strategy (EIPD)

### UMA Equity Income Balanced Strategy (EIPE)

### UMA Equity Income Balanced Strategy (EINB)

### UMA Equity Income Balanced Strategy (EINF)

### UMA Equity Income Balanced Strategy (EIPB)

### UMA Equity Income Balanced Strategy (EIPF)

### UMA Flexible Equity Strategy (FENA)

### UMA Flexible Equity Plus Strategy (FENB)

### UMA Global Strategy (GLNB)

### UMA Global Strategy (GLNA)

### UMA Growth Strategy (GNC)

### UMA Growth Strategy (GNF)

### UMA Growth Strategy (GNA)

### UMA Growth Strategy (GNB)

### UMA Growth Strategy (GNE)

### UMA US Equity (USNA)

### Aggressive Equity Hybrid Strategy

### Balanced Hybrid Strategy

### Balanced with Growth Hybrid Strategy

### Conservative Balanced Hybrid Strategy

### Conservative Hybrid Strategy

### Global Equity Hybrid Strategy

### Growth Equity Hybrid Strategy

### Balanced Foundation Strategy

### Balanced with Growth Foundation Strategy

### Conservative Balanced Foundation Strategy

### Equity Income Foundation Strategy

### Growth Equity Foundation Strategy

### UMA Flexible Equity Balanced Strategy (FENC)

### UMA Flexible Equity Balanced Strategy (FEND)

### UMA Balanced with Growth Strategy (BGPF2)

### UMA Balanced with Growth Strategy (BGPC2)

### UMA Balanced Strategy (BPE2)

### UMA Balanced Strategy (BPF2)

### UMA Balanced Strategy (BPB2)

### UMA Balanced Strategy (BPC2)

### UMA Conservative Balanced Strategy (CBPA2)

### U.S. Equity Strategy

### Institutional Consulting Traditional Growth (IGPB)

### Institutional Consulting Traditional Moderate Growth (IMGPB)

### UMA Global Strategy (GLPB2)

### UMA Aggressive Strategy (APA2)

### UMA Aggressive Strategy (APB2)

### UMA Growth Strategy (GPE2)

### UMA Growth Strategy (GPC2)

### UMA Growth Strategy (GPF2)

### UMA Growth Strategy (GPB2)