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* The portfolio allocation shown is for the current point in time based on user inputs and current market conditions. 2Pi's Financial Planning Engine (FPE) dynamically adjusts portfolio allocations and may indicate different portfolio weights in response to changes in user inputs, market conditions or the passage of time, as retirement date approaches. The portfolio consists of the following assets:

S&P 500 - U.S. Large-capitalization equities as represented by the exchange-traded fund, SPY. SPY is the ticker symbol for the SPDR® S&P 500® ETF, an exchange traded fund that tracks the performance of the S&P 500® Index. The S&P 500® Index is a product of S&P Dow Jones Indices LLC or its affiliates (“S&P DJI”).

Europe/Far East/Australia - Europe, Far East, Australian equities as represented by the exchange-traded fund, EFA. EFA is an exchange-traded fund that seeks to track the investment results of the MSCI EAFE Index, which has been developed by MSCI Inc.

Emerging Equities - Emerging Market equities as represented by the exchange-traded fund, EEM. EEM is an exchange-traded fund that seeks to track the investment results of the MSCI Emerging Markets Index, which is designed to measure equity market performance in the global emerging markets.

Small Cap Equities - U.S. Small-capitalization equities as represented by the exchange-traded fund, IWM. IWM is an exchange-traded fund that seeks to track the investment results of the Russell 2000® Index, which measures the performance of the small capitalization sector of the U.S. equity market, as defined by FTSE Russell.

Short term U.S. - Return from buying U.S. 3-month Treasury bills and holding until maturity. The Treasury securities may be sold prior to maturity if necessary to achieve the desired allocation. 2Pi may utilize a Money Market fund that focuses on short term U.S. Treasury securities instead of trading U.S. Treasury securities directly.

** Probabilities are estimated using 2PiFinancial's proprietary models. Probabilities are rounded and 0’s or 100’s should be considered very low or very high probabilities, respectively.