Investment Objectives Quarters comvisit:...

Investment Objectives
Quarters
comvisit: =DSGRID("LHAGGBD,LHGOVBD,LHMGAGG,LHCCORP,BGOVEUU,BGOVEUU,BCOREUU,LHEMAME,LHEMCOR","RY","-32Y","","Q","RowHeader=true;ColHeader=true;DispSeriesDescription=false;YearlyTSFormat=false;QuarterlyTSFormat=false","")Bloomberg Barclays U.S. AggregateMSCI USA U$
Q3 19947.28 XXXXXXXXXX
Q4 19947.66 XXXXXXXXXX
Q1 19958.03 XXXXXXXXXX
Q2 19957.3 XXXXXXXXXX
Q3 19956.51 XXXXXXXXXX
Q4 19956.39 XXXXXXXXXX
Q1 19966.1 XXXXXXXXXX
Q2 19966.82 XXXXXXXXXX
Q3 19967.12 XXXXXXXXXX
Q4 19966.8 XXXXXXXXXX
Q1 19976.77 XXXXXXXXXX
Q2 19977.16 XXXXXXXXXX
Q3 19976.58 XXXXXXXXXX
Q4 19976.486 XXXXXXXXXX
Q1 19985.977 XXXXXXXXXX
Q2 19986.1583099.36
Q3 19986.106 XXXXXXXXXX
Q4 19985.604 XXXXXXXXXX
Q1 19995.674 XXXXXXXXXX
Q2 19995.958 XXXXXXXXXX
Q3 19996.524 XXXXXXXXXX
Q4 19996.915 XXXXXXXXXX
Q1 20007.323 XXXXXXXXXX
Q2 20007.11 XXXXXXXXXX
Q3 20007.244 XXXXXXXXXX
Q4 20006.937 XXXXXXXXXX
Q1 20016.354 XXXXXXXXXX
Q2 20016.121 XXXXXXXXXX
Q3 20016.011 XXXXXXXXXX
Q4 20015.287 XXXXXXXXXX
Q1 20025.362 XXXXXXXXXX
Q2 20025.641 XXXXXXXXXX
Q3 20025.057 XXXXXXXXXX
Q4 20024.669 XXXXXXXXXX
Q1 20034.237 XXXXXXXXXX
Q2 20034.078 XXXXXXXXXX
Q3 20033.922 XXXXXXXXXX
Q4 20034.319 XXXXXXXXXX
Q1 20043.922 XXXXXXXXXX
Q2 20044.307 XXXXXXXXXX
Q3 20044.547 XXXXXXXXXX
Q4 20044.193 XXXXXXXXXX
Q1 20054.4213613.52
Q2 20054.666 XXXXXXXXXX
Q3 20054.675 XXXXXXXXXX
Q4 20055.06 XXXXXXXXXX
Q1 20065.006 XXXXXXXXXX
Q2 20065.622 XXXXXXXXXX
Q3 20065.732 XXXXXXXXXX
Q4 20065.471 XXXXXXXXXX
Q1 20075.388 XXXXXXXXXX
Q2 20075.392 XXXXXXXXXX
Q3 20075.747 XXXXXXXXXX
Q4 20075.398 XXXXXXXXXX
Q1 20084.496 XXXXXXXXXX
Q2 20084.634 XXXXXXXXXX
Q3 20084.962 XXXXXXXXXX
Q4 20085.598 XXXXXXXXXX
Q1 20093.614 XXXXXXXXXX
Q2 20093.97 XXXXXXXXXX
Q3 20094.1233159.66
Q4 20093.619 XXXXXXXXXX
Q1 20103.436 XXXXXXXXXX
Q2 20103.459 XXXXXXXXXX
Q3 20102.743 XXXXXXXXXX
Q4 20102.495 XXXXXXXXXX
Q1 20112.963 XXXXXXXXXX
Q2 20113.027 XXXXXXXXXX
Q3 20112.696 XXXXXXXXXX
Q4 20112.53 XXXXXXXXXX
Q1 20122.144 XXXXXXXXXX
Q2 20122.116 XXXXXXXXXX
Q3 20121.829 XXXXXXXXXX
Q4 20121.663 XXXXXXXXXX
Q1 20131.781 XXXXXXXXXX
Q2 20131.764 XXXXXXXXXX
Q3 20132.38 XXXXXXXXXX
Q4 20132.396 XXXXXXXXXX
Q1 20142.439 XXXXXXXXXX
Q2 20142.3126938.2
Q3 20142.294 XXXXXXXXXX
Q4 20142.058 XXXXXXXXXX
Q1 20151.98 XXXXXXXXXX
Q2 20152.019 XXXXXXXXXX
Q3 20152.409 XXXXXXXXXX
Q4 20152.269 XXXXXXXXXX
Q1 20162.424 XXXXXXXXXX
Q2 20162.127 XXXXXXXXXX
Q3 20161.971 XXXXXXXXXX
Q4 20162.094 XXXXXXXXXX
Q1 20172.587 XXXXXXXXXX
Q2 20172.49 XXXXXXXXXX
Q3 20172.548 XXXXXXXXXX
Q4 20172.528 XXXXXXXXXX
Q1 20182.823 XXXXXXXXXX
Q2 20183.186 XXXXXXXXXX
Q3 20183.275 XXXXXXXXXX
Q4 20183.566 XXXXXXXXXX
Q1 20193.283 XXXXXXXXXX
Q2 20193.032 XXXXXXXXXX
Q3 20192.568 XXXXXXXXXX
Q4 20192.322 XXXXXXXXXX
Q1 20202.231 XXXXXXXXXX
Q2 20201.409 XXXXXXXXXX
Q3 20201.184 XXXXXXXXXX
Q4 20201.19 XXXXXXXXXX
Q1 20211.18 XXXXXXXXXX
Q2 20211.49 XXXXXXXXXX
EM and EAFE Sub-Cap Equities
Quarters
comvisit: =DSGRID("MSACWF$,MSEROP$,MSEAFE$,MSUSAML,MSLEAF$,MSMEAF$,MGSEAF$","MSRI","-32Y","","Q","RowHeader=true;ColHeader=true;DispSeriesDescription=false;YearlyTSFormat=false;QuarterlyTSFormat=false","")MSCI EAFE U$MSCI EAFE :L U$MSCI EAFE :SM U$ MSCI EAFE :M U$
comvisit: =DSGRID("MSUES17,MSSUSA$,MSLUSAL,MSLUSA$","MSRI","-32Y","","Q","RowHeader=true;ColHeader=true;DispSeriesDescription=false;YearlyTSFormat=false;QuarterlyTSFormat=false","")MSCI EAFE :S U$ MSCI EM U$ MSCI EM :L U$MSCI EM :SM U$MSCI EM :M U$MSCI EM :S U$
Q3 1994 XXXXXXXXXX378.919369.105360.877578.578456.149406.321379.203434.781
Q4 1994 XXXXXXXXXX378.081357.689352.181698.678535.105496.632457.042540.964
Q1 1995 XXXXXXXXXX360.262337.68333.367598.165447.132420.383383.727462.094
Q2 1995 XXXXXXXXXX378.816340.94339.935524.125435.035418.208381.062460.732
Q3 1995 XXXXXXXXXX395345.909346.052578.478490.386462.133427.8499.655
Q4 1995 XXXXXXXXXX388.66334.895334.563574.79465.771429.461400.019460.808
Q1 1996 XXXXXXXXXX407.532350.922350.249567.009492.606448.907414.914486.287
Q2 1996 XXXXXXXXXX420.355370.197370.366602.312493.701458.696425.259495.036
Q3 1996 XXXXXXXXXX415.756370.81368.682627.491492.403456.318422.575493.056
Q4 1996 XXXXXXXXXX430.572364.224367.875604.764479.809444.561409.35483.467
Q1 1997 XXXXXXXXXX424.316351.942355.748601.205508.817452.102417.693489.857
Q2 1997 XXXXXXXXXX411.663326.829334.01652.124514.212459.882424.619498.494
Q3 1997 XXXXXXXXXX495.332368.056379.519707.935550.648466.216435.722498.147
Q4 1997 XXXXXXXXXX482.461344.735357.659644.449506.519410.83389.555430.939
Q1 1998 XXXXXXXXXX439.336301.048314.997531.555362.219274.826267.589277.608
Q2 19983093.89535.584373.34392.524564.472441.432332.375317.604345.315
Q3 1998 XXXXXXXXXX544.072370.142393.572431.27351.799261.101250.65269.436
comvisit: =DSGRID("MSACWF$,MSEROP$,MSEAFE$,MSUSAML,MSLEAF$,MSMEAF$,MGSEAF$","MSRI","-32","","Q","RowHeader=true;ColHeader=true;DispSeriesDescription=false;YearlyTSFormat=false;QuarterlyTSFormat=false","")

comvisit: =DSGRID("MSZEAF$,MSZEMF$","MSRI","-32Y","","Q","RowHeader=true;ColHeader=true;DispSeriesDescription=false;YearlyTSFormat=false;QuarterlyTSFormat=false","")Q4 1998 XXXXXXXXXX474.85315.613338.753336.357257.497201.224187.463216.716
Q1 1999 XXXXXXXXXX543.979353.794384.01396.86264.347228.93205.502258.45
Q2 1999 XXXXXXXXXX575.916378.135403.502446.214327.423265.814248.639284.397
Q3 1999 XXXXXXXXXX604.604406.399426.97555.079384.557312.63290.337337.804
Q4 1999 XXXXXXXXXX624.532431.895446.007526.472349.19290.069271.509306.201
Q1 2000 XXXXXXXXXX725.767462.201490.872660.407485.889376.501361.04383.359
Q2 2000 XXXXXXXXXX703.309447.717473.889676.402432.395338.06317.386355.492
Q3 2000 XXXXXXXXXX697.223453.895484.294607.647427.838308.986296.652318.978
Q4 2000 XXXXXXXXXX611.563401.183429.091528.654331.628246.835235.783256.466
Q1 2001 XXXXXXXXXX593.895384.532415.25998.765487.785330.86239.677231.789241.174
Q2 2001 XXXXXXXXXX536.779363.195389.17497.42433.772289.948217.516206.964223.806
Q3 20012949.05496.775347.746371.83995.413422.132281.008212.041202.049218.032
Q4 20012689.99451.421316.494339.00786.004368.05240.241186.389176.44192.863
Q1 20022722.69452.211319.522341.85287.818454.683298.939232.912225.272235.025
Q2 2002 XXXXXXXXXX461.93335.925359.00894.019503.513328.227268.115258.69271.267
Q3 2002 XXXXXXXXXX420.042328.982344.28195.684466.153300.465248.205239.081251.286
Q4 2002 XXXXXXXXXX386.921281.694302.04178.377381.254244.913202.336194.636204.679
Q1 2003 XXXXXXXXXX402.365300.178315.79183.611443.86283.271239.114230.453241.215
Q2 2003 XXXXXXXXXX383.454292.328304.16982.507423.943266.125234.404226.45235.727
Q3 2003 XXXXXXXXXX436.691351.737359.748102.005517.347323.999285.203273.955287.781
Q4 2003 XXXXXXXXXX489.742414.039419.109124.312603.013375.464326.723318.662325.828
Q1 2004 XXXXXXXXXX546.21461.981467.178138.249681.782419.735375.089364.611375.789
Q2 2004 XXXXXXXXXX549.11483.439480.995146.363724.337448.58404.343402.782397.938
Q3 2004 XXXXXXXXXX546.582489.619488.835146.759641.729394.733361.561370.435348.283
Q4 2004 XXXXXXXXXX560.819499.26499.783149.065710.584437.612398.385408.544383.191
Q1 2005 XXXXXXXXXX617.25571.606568.867172.858806.911494.164460.248468.44445.142
Q2 2005 XXXXXXXXXX624.739584.82578.849178.876826.22509.121469.532472.933458.633
Q3 20053972.81634.186591.505583.49183.949909.287564.436507.584513.042496.61
Q4 2005 XXXXXXXXXX674.506629.956621.381196.784971.764603.234533.795537.321527.756
Q1 2006 XXXXXXXXXX750.589733.594720.917233.99 XXXXXXXXXX741.212656.68669.036645.873
Q2 2006 XXXXXXXXXX787.651773.89758.452243.811 XXXXXXXXXX795.091708.876719.033701.038
Q3 2006 XXXXXXXXXX762.296729.423722.236221.64 XXXXXXXXXX723.784615.995629.543605.028
Q4 2006 XXXXXXXXXX837.262798.049803.811234.333 XXXXXXXXXX806.233696.108711.086684.005
Q1 2007 XXXXXXXXXX907.27896.371896.853263.734 XXXXXXXXXX895.865805.514819.57794.29
Q2 2007 XXXXXXXXXX964.584973.285968.72287.995 XXXXXXXXXX965.583900.878901.015900.763
Q3 2007 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX302.603 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q4 2007 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX293.1012133.961297.89 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q1 2008 XXXXXXXXXX968.762849.222856.571244.145 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX1148.53 XXXXXXXXXX
Q2 2008 XXXXXXXXXX945.22864.5870.982248.895 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q3 2008 XXXXXXXXXX863.258773.808778.101223.495 XXXXXXXXXX XXXXXXXXXX877.796912.025839.91
Q4 2008 XXXXXXXXXX617.162537.223546.258152.84 XXXXXXXXXX653.71555.885584.42524.989
Q1 2009 XXXXXXXXXX533.763472.063480.227134.236898.123555.238472.312494.524448.118
Q2 2009 XXXXXXXXXX540.048491.922494.251142.364 XXXXXXXXXX681.823595.152612.474575.843
Q3 20093964.25633.483584.194578.22172.587 XXXXXXXXXX813.12763.757774.067751.723
Q4 20094875.98777.176733.612720.255219.08 XXXXXXXXXX XXXXXXXXXX972.244978.722963.63
Q1 20104970.32794.684737.062722.952220.406 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q2 2010 XXXXXXXXXX804.035760.714741.402229.436 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q3 2010 XXXXXXXXXX718.612691.919677.653207.323 XXXXXXXXXX XXXXXXXXXX1037.55 XXXXXXXXXX XXXXXXXXXX
Q4 2010 XXXXXXXXXX813.004791.403771.347238.682 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q1 2011 XXXXXXXXXX842.716844.41811.681259.419 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX1307.88
Q2 2011 XXXXXXXXXX866.964867.286834.451266.121 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX1310.7
Q3 2011 XXXXXXXXXX847.233853.252819.787262.213 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q4 2011 XXXXXXXXXX754.492744.042717.682227.5441717.79 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q1 2012 XXXXXXXXXX734.166719.565693.362220.341 XXXXXXXXXX XXXXXXXXXX992.26997.092985.064
Q2 2012 XXXXXXXXXX777.199782.914749.437241.671 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q3 2012 XXXXXXXXXX746.859732.856705.341224.624 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q4 2012 XXXXXXXXXX813.554797.189766.423244.706 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q1 2013 XXXXXXXXXX893.122875.859840.834269.367 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q2 2013 XXXXXXXXXX924.641916.11878.825282.015 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q3 2013 XXXXXXXXXX938.997948.481913.76290.331 XXXXXXXXXX XXXXXXXXXX1112.8 XXXXXXXXXX XXXXXXXXXX
Q4 2013 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX977.474321.483 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q1 2014 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX343.448 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q2 2014 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX336.672 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q3 2014 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX352.437 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q4 20146210.39984.111989.298942.422307.327 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q1 2015 XXXXXXXXXX989.687 XXXXXXXXXX990.207317.531 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q2 2015 XXXXXXXXXX1088.8 XXXXXXXXXX XXXXXXXXXX352.332 XXXXXXXXXX1278.13 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q3 2015 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX355.832 XXXXXXXXXX XXXXXXXXXX1186.73 XXXXXXXXXX XXXXXXXXXX
Q4 2015 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX348.506 XXXXXXXXXX1085.8 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q1 2016 XXXXXXXXXX903.377 XXXXXXXXXX960.38322.481 XXXXXXXXXX891.603940.333876.557 XXXXXXXXXX
Q2 2016 XXXXXXXXXX979.497 XXXXXXXXXX XXXXXXXXXX355.526 XXXXXXXXXX1072.43 XXXXXXXXXX XXXXXXXXXX1147.64
Q3 2016 XXXXXXXXXX975.47 XXXXXXXXXX XXXXXXXXXX350.427 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q4 2016 XXXXXXXXXX990.547 XXXXXXXXXX XXXXXXXXXX364.247 XXXXXXXXXX1163.27 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q1 2017 XXXXXXXXXX XXXXXXXXXX1165.26 XXXXXXXXXX371.504 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q2 2017 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX392.447 XXXXXXXXXX1260.32 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q3 2017 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX431.21 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q4 2017 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX464.545 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q1 2018 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX505.636 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX1441.28 XXXXXXXXXX
Q2 2018 XXXXXXXXXX XXXXXXXXXX1507.1 XXXXXXXXXX493.553 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q3 2018 XXXXXXXXXX XXXXXXXXXX1470.37 XXXXXXXXXX476.762 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q4 2018 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX440.78 XXXXXXXXXX1342.68 XXXXXXXXXX XXXXXXXXXX1250.6
Q1 2019 XXXXXXXXXX1136.61 XXXXXXXXXX XXXXXXXXXX417.923 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q2 2019 XXXXXXXXXX1236.63 XXXXXXXXXX1322.37457.504 XXXXXXXXXX1514.87 XXXXXXXXXX1318.39 XXXXXXXXXX
Q3 2019 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX454.471 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q4 2019 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX458.687 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q1 2020 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX498.981 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX1429.07
Q2 2020 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX373.698 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q3 2020 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX452.388 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q4 2020 XXXXXXXXXX1248.48 XXXXXXXXXX XXXXXXXXXX489.3612640.24 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q1 2021 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX569.42 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Q2 2021 XXXXXXXXXX1545.97 XXXXXXXXXX XXXXXXXXXX617.011 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX
Global Equities and Bonds
Quarters
comvisit: =DSGRID("MSACWF$,MSEROP$,MSEAFE$,MSUSAML,MSLEAF$,MSMEAF$,MGSEAF$","MSRI","-32Y","","Q","RowHeader=true;ColHeader=true;DispSeriesDescription=false;YearlyTSFormat=false;QuarterlyTSFormat=false","")MSCI AC WORLD U$Bloomberg Barclays Global Aggregate
Q3 1994180.3157.367
Q4 1994186.3897.718
Q1 1995183.5028.069
Q2 1995190.017.454
Q3 1995199.1396.699
Q4 1995209.8216.574
Q1 1996219.2126.015
Q2 1996228.4826.482
Q3 1996235.5886.556
Q4 1996238.0646.338
Q1 1997248.1476.021
Q2 1997250.6346.387
Q3 1997288.1466.806
Q4 1997294.9796.483
Q1 1998285.3576.253
Q2 1998324.8856.114
Q3 1998327.5045.48
Q4 1998287.3164.721
Q1 1999348.0384.456
Q2 1999361.7984.539
Q3 1999382.2195.135
Q4 1999376.1015.465
Q1 2000441.3695.711
Q2 2000446.5215.598
Q3 2000429.5055.768
Q4 2000406.2415.076
Q1 2001378.0314.707
Q2 2001340.9384.582
Q3 2001335.8384.498
Q4 2001303.0923.994
Q1 2002316.3294.26
Q2 2002314.1044.514
Q3 2002273.1884.067
Q4 2002255.0933.781
Q1 2003268.6193.398
Q2 2003259.6923.306
Q3 2003296.6023.138
Q4 2003322.683.485
Q1 2004355.7053.228
Q2 2004357.8773.437
Q3 2004352.8993.628
Q4 2004360.5143.318
Q1 2005393.7243.31
Q2 2005390.8293.427
Q3 2005412.373.367
Q4 2005419.2543.623
Q1 2006467.893.633
Q2 2006482.3734.225
Q3 2006462.0494.303
Q4 2006509.8744.198
Q1 2007548.6574.268
Q2 2007575.8534.335
Q3 2007624.3184.715
Q4 2007638.5884.467
Q1 2008577.593.896
Q2 2008566.263.965
Q3 2008517.874.409
Q4 2008367.9314.544
Q1 2009330.5443.201
Q2 2009343.9773.43
Q3 2009393.9133.372
Q4 2009478.7943.047
Q1 2010493.5482.928
Q2 2010515.5692.909
Q3 2010467.3962.514
Q4 2010521.1712.299
Q1 2011557.3932.794
Q2 2011573.2642.948
Q3 2011566.2142.71
Q4 2011508.8482.555
Q1 2012518.2582.252
Q2 2012552.6842.152
Q3 2012534.851.886
Q4 2012576.9161.713
Q1 2013612.6371.739
Q2 2013630.5371.687
Q3 2013659.5492.07
Q4 2013691.8662.083
Q1 2014731.122.057
Q2 2014732.6681.905
Q3 2014782.0231.812
Q4 2014720.8221.594
Q1 2015749.3061.461
Q2 2015809.6731.407
Q3 2015801.3331.764
Q4 2015761.8861.626
Q1 2016688.0391.656
Q2 2016767.6571.353
Q3 2016788.9091.17
Q4 2016793.4561.252
Q1 2017836.6261.612
Q2 2017867.1411.555
Q3 2017932.0091.637
Q4 2017979.3671.594
Q1 20181063.251.727
Q2 2018 XXXXXXXXXX1.872
Q3 2018 XXXXXXXXXX1.986
Q4 2018998.5362.232
Q1 2019967.4562.02
Q2 2019 XXXXXXXXXX1.85
Q3 2019 XXXXXXXXXX1.51
Q4 2019 XXXXXXXXXX1.38
Q1 20201199.451.41
Q2 2020983.371.11
Q3 20201164.390.92
Q4 20201238.580.89
Q1 20211400.880.87
Q2 2021 XXXXXXXXXX1.1
US Sub-Cap Equities
Quarters
comvisit: =DSGRID("MSACWF$,MSEROP$,MSEAFE$,MSUSAML,MSLEAF$,MSMEAF$,MGSEAF$","MSRI","-32Y","","Q","RowHeader=true;ColHeader=true;DispSeriesDescription=false;YearlyTSFormat=false;QuarterlyTSFormat=false","")MSCI USA U$MSCI USA :L U$ MSCI USA :M U$MSCI US SMALL CAP 1750 U$MSCI USA :S U$
comvisit: =DSGRID("MSSUSAL,MSLUSAL,MSMUSAL,MSEMKF$,MSSEMF$,MSMEMF$,MSLEMF$","MSRI","-32Y","","Q","RowHeader=true;ColHeader=true;DispSeriesDescription=false;YearlyTSFormat=false;QuarterlyTSFormat=false","")
Q3 1994 XXXXXXXXXX252.978200.767422.981
Q4 1994 XXXXXXXXXX263206.803442.453
Q1 1995 XXXXXXXXXX263.939204.598435.305
Q2 1995 XXXXXXXXXX290.072224.06466.868
Q3 1995 XXXXXXXXXX321.472248.663523.559
Q4 1995 XXXXXXXXXX340.75260.004544.149
Q1 1996 XXXXXXXXXX350.527258.002544.476
Q2 1996 XXXXXXXXXX378.07284.154605.768
Q3 1996 XXXXXXXXXX372.937269.577581.988
Q4 1996 XXXXXXXXXX419.354304.654656.11
Q1 1997 XXXXXXXXXX459.82322.774692.035
Q2 1997 XXXXXXXXXX452.906308.299641.662
Q3 1997 XXXXXXXXXX558.754368.565782.194
Q4 1997 XXXXXXXXXX586.618407.297888.237
Q1 1998 XXXXXXXXXX583.704383.065818.595
Q2 19983099.36691.621451.396959.421
Q3 1998 XXXXXXXXXX735.038441.302920.745
Q4 1998 XXXXXXXXXX658.617348.733674.864
Q1 1999 XXXXXXXXXX794.536421.018858.358
Q2 1999 XXXXXXXXXX854.903431.868846.127
Q3 1999 XXXXXXXXXX905.681483.961970.101
Q4 1999 XXXXXXXXXX802.82432.852865.546
Q1 2000 XXXXXXXXXX956.526552.0211045.09
Q2 2000 XXXXXXXXXX855.941506.7791026.54
Q3 2000 XXXXXXXXXX971.669610.365 XXXXXXXXXX
Q4 2000 XXXXXXXXXX878.591548.844 XXXXXXXXXX
Q1 2001 XXXXXXXXXX833.51526.875 XXXXXXXXXX101.201
Q2 2001 XXXXXXXXXX734.031488.537 XXXXXXXXXX98.052
Q3 2001 XXXXXXXXXX754.609520.7771149.23109.532
Q4 2001 XXXXXXXXXX679.963452.039 XXXXXXXXXX100.633
Q1 2002 XXXXXXXXXX715.454495.387 XXXXXXXXXX115.705
Q2 2002 XXXXXXXXXX681.07514.778 XXXXXXXXXX121.908
Q3 2002 XXXXXXXXXX568.887424.047980.40495.519
Q4 2002 XXXXXXXXXX554.707396.469902.01287.343
Q1 2003 XXXXXXXXXX576.859425.37985.06594.319
Q2 2003 XXXXXXXXXX561.57418.826945.48590.58
Q3 2003 XXXXXXXXXX630.347488.025 XXXXXXXXXX116.645
Q4 2003 XXXXXXXXXX656.746529.161 XXXXXXXXXX129.594
Q1 2004 XXXXXXXXXX711.913579.194 XXXXXXXXXX145.312
Q2 2004 XXXXXXXXXX710.418589.885 XXXXXXXXXX145.698
Q3 2004 XXXXXXXXXX697.517587.209 XXXXXXXXXX141.716
Q4 2004 XXXXXXXXXX699.023602.991 XXXXXXXXXX144.593
Q1 20053613.52746.252669.246 XXXXXXXXXX156.58
Q2 2005 XXXXXXXXXX723.769654.347 XXXXXXXXXX148.09
Q3 2005 XXXXXXXXXX777.459735.691 XXXXXXXXXX169.831
Q4 2005 XXXXXXXXXX754.871721.163 XXXXXXXXXX162.819
Q1 2006 XXXXXXXXXX819.878814.432 XXXXXXXXXX183.265
Q2 2006 XXXXXXXXXX820.116834.77 XXXXXXXXXX193.776
Q3 2006 XXXXXXXXXX794.566785.016 XXXXXXXXXX175.268
Q4 2006 XXXXXXXXXX884.104858.947 XXXXXXXXXX195.705
Q1 2007 XXXXXXXXXX932.524908.668 XXXXXXXXXX202.567
Q2 2007 XXXXXXXXXX947.212950.6762223210.709
Q3 2007 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX220.798
Q4 2007 XXXXXXXXXX XXXXXXXXXX988.661 XXXXXXXXXX210.503
Q1 2008 XXXXXXXXXX928.441851.863 XXXXXXXXXX176.954
Q2 2008 XXXXXXXXXX899.142858.058 XXXXXXXXXX178.246
Q3 2008 XXXXXXXXXX826.353795.426 XXXXXXXXXX169.884
Q4 2008 XXXXXXXXXX626.406532.696 XXXXXXXXXX125.09
Q1 2009 XXXXXXXXXX587.96507.747 XXXXXXXXXX117.381
Q2 2009 XXXXXXXXXX597.755526.542 XXXXXXXXXX121.405
Q3 20093159.66658.332576.926 XXXXXXXXXX138.151
Q4 2009 XXXXXXXXXX770.468725.172 XXXXXXXXXX171.918
Q1 2010 XXXXXXXXXX801.935758.316 XXXXXXXXXX178.308
Q2 2010 XXXXXXXXXX853.876842.7442155.92203.091
Q3 2010 XXXXXXXXXX774.305770.999 XXXXXXXXXX180.688
Q4 2010 XXXXXXXXXX833.959846.994 XXXXXXXXXX199.783
Q1 2011 XXXXXXXXXX919.53959.216 XXXXXXXXXX230.05
Q2 2011 XXXXXXXXXX939.842 XXXXXXXXXX XXXXXXXXXX240.861
Q3 2011 XXXXXXXXXX944.06 XXXXXXXXXX2533.26240.44
Q4 2011 XXXXXXXXXX888.103901.352 XXXXXXXXXX208.009
Q1 2012 XXXXXXXXXX939.657957.302 XXXXXXXXXX223.634
Q2 2012 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX237.359
Q3 2012 XXXXXXXXXX XXXXXXXXXX982.37 XXXXXXXXXX235.901
Q4 2012 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX247.39
Q1 2013 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX266.718
Q2 2013 XXXXXXXXXX1162.41189.21 XXXXXXXXXX277.656
Q3 2013 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX315.21
Q4 2013 XXXXXXXXXX1281.98 XXXXXXXXXX XXXXXXXXXX326.489
Q1 2014 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX357.622
Q2 20146938.2 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX348.71
Q3 2014 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX366.58
Q4 2014 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX339.316
Q1 2015 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX366.714
Q2 2015 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX405.111
Q3 2015 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX400.85
Q4 2015 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX374.331
Q1 2016 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX327.857
Q2 2016 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX375.299
Q3 2016 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX4153.16399.24
Q4 2016 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX399.072
Q1 2017 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX446.395
Q2 2017 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX444.674
Q3 2017 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX470.928
Q4 2017 XXXXXXXXXX2107.9 XXXXXXXXXX XXXXXXXXXX496.708
Q1 2018 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX5503.77532.149
Q2 2018 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX517.592
Q3 2018 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX562.754
Q4 2018 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX526.658
Q1 2019 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX5066.73496.676
Q2 2019 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX553.176
Q3 2019 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX553.136
Q4 2019 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX543.631
Q1 2020 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX597.562
Q2 2020 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX421.8
Q3 2020 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX530.349
Q4 2020 XXXXXXXXXX XXXXXXXXXX2737.85913.52591.03
Q1 2021 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX750.16
Q2 2021 XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX815.76
US and EM Bonds
Quarters
comvisit: =DSGRID("LHAGGBD,LHGOVBD,LHMGAGG,LHCCORP,BGOVEUU,BGOVEUU,BCOREUU,LHEMAME,LHEMCOR","RY","-32Y","","Q","RowHeader=true;ColHeader=true;DispSeriesDescription=false;YearlyTSFormat=false;QuarterlyTSFormat=false","")Bloomberg Barclays U.S. AggregateBloomberg Barclays U.S. GovernmentBloomberg Barclays U.S. Corporate Investment GradeBloomberg Barclays EM Aggregate
Q3 19947.286.767.8313.3438
Q4 19947.667.198.1912.3581
Q1 19958.037.658.514.7703
Q2 19957.36.887.7418.2097
Q3 19956.516.096.8714.08
Q4 19956.395.966.6913.3477
Q1 19966.15.636.4712.248
Q2 19966.826.357.1612.2499
Q3 19967.126.77.4511.4569
Q4 19966.86.367.0910.3405
Q1 19976.776.357.079.6595
Q2 19977.166.777.4810.2876
Q3 19976.586.26.879.1198
Q4 19976.4866.10186.77698.5407
Q1 19985.9775.52746.324910.3474
Q2 19986.1585.74836.46639.3583
Q3 19986.1065.65656.437310.3921
Q4 19985.6044.79636.315314.9198
Q1 19995.6745.0066.147514.3441
Q2 19995.9585.36846.39912.4859
Q3 19996.5245.87187.033413.1522
Q4 19996.9156.25647.487713.5537
Q1 20007.3236.73857.852913.0071
Q2 20007.116.38077.82312.397
Q3 20007.2446.51897.959612.4488
Q4 20006.9376.12777.771312.1126
Q1 20016.3545.45187.225811.7704
Q2 20016.1215.12136.906412.0169
Q3 20016.0115.06026.653213.5816
Q4 20015.2874.11366.153913.4577
Q1 20025.3624.15026.127510.8895
Q2 20025.6414.54856.52889.6222
Q3 20025.0573.82846.123411.9719
Q4 20024.6693.33066.089812.5403
Q1 20034.2373.13865.13189.9726
Q2 20034.0783.04044.83828.848
Q3 20033.9222.89944.39968.2064
Q4 20034.3193.31834.68037.5522
Q1 20043.9223.04824.18316.9259
Q2 20044.3073.42024.62367.5522
Q3 20044.5473.71824.91228.1091
Q4 20044.1933.42724.4917.2197
Q1 20054.4213.82924.74686.9619
Q2 20054.6664.0265.1557.9271
Q3 20054.6754.13124.99967.1271
Q4 20055.064.51195.40897.2438
Q1 20065.0064.48795.31346.3271
Q2 20065.6225.12955.95526.6999
Q3 20065.7325.22586.08157.0608
Q4 20065.4714.97545.80576.5336
Q1 20075.3884.94985.71156.3385
Q2 20075.3924.92165.72746.2989
Q3 20075.7475.18336.09656.7164
Q4 20075.3984.62565.90536.5965
Q1 20084.4963.32775.56176.5289
Q2 20084.6342.96335.90556.6
Q3 20084.9623.37846.30567.293
Q4 20085.5983.27158.748410.8691
Q1 20093.6141.72967.074510.5897
Q2 20093.971.94447.30199.3802
Q3 20094.1232.35455.90568.0362
Q4 20093.6192.21544.92866.3577
Q1 20103.4362.20374.49616.3917
Q2 20103.4592.34134.40355.8972
Q3 20102.7431.72884.10945.9359
Q4 20102.4951.363.63775.087
Q1 20112.9631.82783.99065.6821
Q2 20113.0271.93563.96195.7781
Q3 20112.6961.51653.6225.5491
Q4 20112.531.23343.9686.2611
Q1 20122.1440.99213.61986.0471
Q2 20122.1161.04393.32365.3418
Q3 20121.8290.83013.09065.1349
Q4 20121.6630.84832.67064.3997
Q1 20131.7810.88122.72074.3196
Q2 20131.7640.82762.63744.0972
Q3 20132.381.25383.28875.3463
Q4 20132.3961.30673.30955.1919
Q1 20142.4391.41983.19155.2022
Q2 20142.3121.3622.99325.0133
Q3 20142.2941.42572.95714.61
Q4 20142.0581.17742.80694.94
Q1 20151.981.12262.84965.7
Q2 20152.0191.22452.85915.04
Q3 20152.4091.48773.3975.3
Q4 20152.2691.33843.34975.63
Q1 20162.4241.50523.59446.25
Q2 20162.1271.30173.12295.25
Q3 20161.9711.23452.86024.68
Q4 20162.0941.4052.92044.61
Q1 20172.5871.86323.33324.9
Q2 20172.491.79793.21484.64
Q3 20172.5481.89633.17014.67
Q4 20172.5281.94373.10694.46
Q1 20182.8232.31923.33664.55
Q2 20183.1862.64373.79355.06
Q3 20183.2752.7243.95455.64
Q4 20183.5663.03234.19415.9
Q1 20193.2832.64614.16735.84
Q2 20193.0322.50223.6585.35
Q3 20192.5682.01543.22084.85
Q4 20192.3221.75852.95765.01
Q1 20202.2311.7372.7744.73
Q2 20201.4090.52822.7456.77
Q3 20201.1840.48452.00864.53
Q4 20201.190.521.963.95
Q1 20211.180.671.853.63
Q2 20211.490.922.143.93
CPI
Quarter
comvisit: =DSGRID("USXCPI..E"," ","-32Y","","Q","RowHeader=true;ColHeader=true;DispSeriesDescription=false;YearlyTSFormat=false;QuarterlyTSFormat=false","")US CPI SADJ
Q3 1994148.9
Q4 1994149.767
Q1 1995150.867
Q2 1995152.1
Q3 1995152.867
Q4 1995153.7
Q1 1996155.067
Q2 1996156.4
Q3 1996157.3
Q4 1996158.667
Q1 1997159.633
Q2 1997160
Q3 1997160.8
Q4 1997161.667
Q1 1998162
Q2 1998162.533
Q3 1998163.367
Q4 1998164.133
Q1 1999164.733
Q2 1999165.967
Q3 1999167.2
Q4 1999168.433
Q1 2000170.1
Q2 2000171.433
Q3 2000173
Q4 2000174.233
Q1 2001175.9
Q2 2001177.133
Q3 2001177.633
Q4 2001177.5
Q1 2002178.067
Q2 2002179.467
Q3 2002180.433
Q4 2002181.5
Q1 2003183.367
Q2 2003183.067
Q3 2003184.433
Q4 2003185.133
Q1 2004186.7
Q2 2004188.167
Q3 2004189.367
Q4 2004191.4
Q1 2005192.367
Q2 2005193.667
Q3 2005196.6
Q4 2005198.433
Q1 2006199.467
Q2 2006201.267
Q3 2006203.167
Q4 2006202.333
Q1 2007204.317
Q2 2007206.631
Q3 2007207.939
Q4 2007210.49
Q1 2008212.77
Q2 2008215.538
Q3 2008218.861
Q4 2008213.849
Q1 2009212.378
Q2 2009213.507
Q3 2009215.344
Q4 2009217.03
Q1 2010217.374
Q2 2010217.297
Q3 2010217.934
Q4 2010219.699
Q1 2011222.044
Q2 2011224.568
Q3 2011226.033
Q4 2011227.047
Q1 2012228.326
Q2 2012228.808
Q3 2012229.841
Q4 2012231.369
Q1 2013232.299
Q2 2013232.045
Q3 2013233.3
Q4 2013234.163
Q1 2014235.621
Q2 2014236.872
Q3 2014237.478
Q4 2014236.888
Q1 2015235.355
Q2 2015236.96
Q3 2015237.855
Q4 2015237.837
Q1 2016237.689
Q2 2016239.59
Q3 2016240.607
Q4 2016242.135
Q1 2017243.753
Q2 2017244.187
Q3 2017245.345
Q4 2017247.257
Q1 2018249.179
Q2 2018250.738
Q3 2018251.754
Q4 2018252.738
Q1 2019253.186
Q2 2019255.373
Q3 2019256.192
Q4 2019257.86
Q1 2020258.5
Q2 2020256.472
Q3 2020259.421
Q4 2020260.983
Q1 2021262.996
Q2 2021264.908
May 14, 2021

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