Monthly Report Quarterly Report

Principal Pivot Series Variable AnnuitySM Performance Update - For applications signed May 1, 2018 and later

Variable annuities are long term investments and thus are not suitable for everyone; earnings grow tax-deferred; and withdrawals prior to age 59 ½ may result in a 10% penalty tax.

The initial offering of The Principal Pivot Series AnnuitySM was November 10, 2014. The separate account that funds the contract was established on January 12, 1970.

The investment results shown represent historical returns based upon the assumption that the Principal Pivot Series AnnuitySM was available for the periods shown. Past performance is no guarantee of future results. Current performance may be lower or higher than the performance data shown. For more performance information, including most recent month-end performance, visit our Web site at www.principal.com and click on "Rates & Values."

The return and principal value of an investment in any subaccount will fluctuate so that the value, when redeemed, may be worth more or less than its original cost.

Except where noted, investment results include all charges and expenses, including a contingent deferred surrender charge (which declines from a maximum of 6%) but excluding any additional charges for riders.

An investment in the Fidelity VIP Government Money Market subaccount is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. You could lose money by investing in the subaccounts. Although the subaccount seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. The subaccount’s sponsor has no legal obligation to provide financial support to the subaccount, and you should not expect that the sponsor will provide financial support to the subaccount at any time.

Before investing in a variable annuity, investors should carefully consider the investment objectives, risks, charges and expenses of the contract and its underlying investment options. This and other information is contained in the free prospectus and, if available, the summary prospectus which can be obtained online or call customer service at 1.800.852.4450. Please read the prospectus and, if available, the summary prospectus carefully before investing.

Equity investment options involve greater risk, including heightened volatility, than fixed-income investment options. Fixed-income investment options are subject to interest rate risk, and their value will decline as interest rates rise. Fixed-income investment options that invest in mortgage securities are subject to increased risk due to real estate exposure.

This information is not valid unless accompanied by the average annual total returns as of the most recent calendar quarter. This information can be found on www.principal.com, click on the "Rates and Values" link, then on the "Quarterly Performance Update" link.

Principal Pivot Series Variable AnnuitySM
Monthly Performance Update
as of 03/31/2019
Performance Including
Surrender Charges
Subaccount Subaccount
Inception
Date
Total
Expenses
Unit Value
(UV)
as of
04/18/2019
Daily
Change
in UV
YTD 1 Year 3 Year 5 Year 10 Year Since
Portfolio
Inception *
Since
Subaccount
Inception *
SHORT-TERM FIXED INCOME
COLUMBIA LMTDDURTNCREDIT 04/30/2018 0.74% 10.336657 - 0.000212 n/a n/a n/a n/a n/a n/a -2.95
DELAWARE LIMITEDTERM DVSN 04/30/2018 0.85% 10.198173 0.002502 n/a n/a n/a n/a n/a n/a -3.94
FIDELITY GOV MONEY MARKET 04/30/2018 0.51% 10.090580 0.000340 n/a n/a n/a n/a n/a n/a -5.19
PIMCO LOW DURATION 04/30/2018 0.75% 10.131578 0.003081 n/a n/a n/a n/a n/a n/a -4.65
SHORT-TERM INCOME 01/12/1994 0.75% 10.209556 - 0.000210 -4.62 -3.95 -0.67 0.73 1.76 2.73 2.73
FIXED INCOME
AMCENT VP INFLATION PROT 04/30/2018 0.72% 10.168972 0.030360 n/a n/a n/a n/a n/a n/a -4.20
CALVERT INVESTMENT 06/08/2018 0.57% 10.349470 0.017114 n/a n/a n/a n/a n/a n/a -2.07
CORE PLUS BOND 12/18/1987 0.71% 10.341158 0.009104 -2.58 -3.11 0.04 1.64 5.04 4.61 4.61
GOVT & HIGH QUALITY BOND 05/06/1993 0.76% 10.313046 - 0.000212 -4.10 -2.81 -1.26 1.16 2.05 3.46 3.46
GUGGENHEIM FLOATING RATE 04/30/2018 1.18% 10.175246 0.007479 n/a n/a n/a n/a n/a n/a -5.54
INCOME ACCOUNT 05/07/1993 0.76% 10.385692 0.009910 -2.80 -1.89 1.40 2.40 4.98 4.72 4.72
JANUS H FLEXIBLE BOND 04/30/2018 0.85% 10.307295 0.016189 n/a n/a n/a n/a n/a n/a -2.59
PIMCO HIGH YIELD 04/30/2018 0.76% 10.601406 0.005783 n/a n/a n/a n/a n/a n/a -1.09
PIMCO TOTAL RETURN 04/30/2018 0.69% 10.351625 0.013189 n/a n/a n/a n/a n/a n/a -2.18
TEMPLETON GLOBAL BOND SEC 04/30/2018 0.88% 10.284331 0.022797 n/a n/a n/a n/a n/a n/a -5.33
BALANCED/ASSET ALLOCATION
AFIS ASSET ALLOCATION 04/30/2018 0.79% 10.555409 0.013392 n/a n/a n/a n/a n/a n/a -1.84
AFIS MR ASSET ALLOCATION 04/30/2018 0.89% 10.453639 0.007657 n/a n/a n/a n/a n/a n/a -2.71
BLACK ROCK GLOBAL ALLCTN 04/30/2018 1.01% 10.028410 - 0.000206 n/a n/a n/a n/a n/a n/a -6.49
DIV BALNCD MNGD VOLATILTY 10/31/2013 0.62% 10.578715 0.008363 1.36 -1.64 4.06 4.45 n/a 4.65 4.65
DIV GROWTH MNGD VOLATILTY 10/31/2013 0.64% 10.615805 0.016318 2.73 -1.55 5.52 5.29 n/a 5.57 5.57
FRANKLIN INCOME VIP 06/08/2018 0.82% 10.422556 - 0.006437 n/a n/a n/a n/a n/a n/a -3.01
INVESCO BLNCD RSK ALLOCTN 04/30/2018 1.05% 10.121620 0.019678 n/a n/a n/a n/a n/a n/a -5.47
LIFETIME 2020 08/30/2004 0.93% 10.329714 0.007322 2.10 -3.67 4.72 3.99 9.50 4.95 4.95
LIFETIME 2030 08/30/2004 0.97% 10.346450 0.007827 4.06 -3.81 5.95 4.66 10.28 5.20 5.20
LIFETIME 2040 08/30/2004 0.94% 10.375214 0.012962 5.41 -3.83 6.97 5.19 11.08 5.65 5.65
LIFETIME 2050 08/30/2004 0.97% 10.376967 0.006587 6.28 -3.93 7.52 5.49 11.42 5.78 5.78
MULTI ASSET INCOME 07/28/2015 1.06% 10.262827 - 0.000211 1.32 -4.53 3.92 n/a n/a 2.82 2.82
PIMCO ALL ASSET 04/30/2018 1.415% 9.950368 - 0.009592 n/a n/a n/a n/a n/a n/a -7.33
SAM BALANCED PORTFOLIO 06/03/1997 1.11% 10.424626 0.006667 2.51 -2.85 5.36 4.66 9.41 6.23 6.23
SAM CONSERVATIVE BALANCED 04/23/1998 1.09% 10.376373 0.008603 0.65 -3.00 3.81 3.71 7.63 4.48 4.48
SAM CONSERVATIVE GROWTH 06/03/1997 1.21% 10.447400 0.010743 4.47 -2.91 7.12 5.60 10.95 6.61 6.61
SAM FLEXIBLE INCOME 09/09/1997 1.04% 10.410572 0.008142 -0.68 -2.45 2.90 3.13 6.65 4.90 4.90
SAM STRATEGIC GROWTH 06/03/1997 1.22% 10.400668 0.009802 5.97 -3.87 7.44 5.81 11.83 7.05 7.05
TOPS AGGRESSIVE GROWTH 06/08/2018 0.84% 9.933642 - 0.000204 n/a n/a n/a n/a n/a n/a -9.04
TOPS BALANCED ETF 06/08/2018 0.88% 10.123327 - 0.000208 n/a n/a n/a n/a n/a n/a -5.93
TOPS CONSERVATIVE ETF 06/08/2018 0.90% 10.212402 0.008093 n/a n/a n/a n/a n/a n/a -4.53
TOPS GROWTH ETF 06/08/2018 0.87% 10.007699 - 0.000206 n/a n/a n/a n/a n/a n/a -8.02
TOPS MODERATE GROWTH ETF 06/08/2018 0.88% 10.131340 - 0.007913 n/a n/a n/a n/a n/a n/a -6.14
LARGE US EQUITY
AMCENT VP VALUE 04/30/2018 0.93% 10.493546 - 0.000216 n/a n/a n/a n/a n/a n/a -4.17
AFIS BLUE CHIP INC & GR 04/30/2018 0.91% 10.519959 - 0.007867 n/a n/a n/a n/a n/a n/a -2.78
AFIS MR GROWTH 04/30/2018 0.97% 10.652399 0.015717 n/a n/a n/a n/a n/a n/a -0.50
CAPITAL APPRECIATION 04/28/1998 0.88% 11.224111 0.011077 7.06 3.10 10.22 9.03 14.09 8.79 8.79
DWS EQUITY 500 INDEX 04/30/2018 0.74% 11.042533 0.019860 n/a n/a n/a n/a n/a n/a 1.68
EQUITY INCOME ACCOUNT 04/28/1998 0.75% 10.875867 0.025159 4.67 0.67 10.35 7.98 13.34 7.41 7.41
FIDELITY VIP CONTRAFUND 04/30/2018 0.87% 10.690363 0.023137 n/a n/a n/a n/a n/a n/a -0.65
FRANKLIN RISING DIVIDENDS 04/30/2018 0.97% 11.207733 0.053508 n/a n/a n/a n/a n/a n/a 4.56
LARGECAP GROWTH 05/02/1994 0.94% 10.324203 0.030774 10.90 -3.43 10.38 8.98 13.26 5.99 5.99
LARGECAP GROWTH I 06/01/1994 1.00% 11.468550 0.041811 10.85 8.20 16.83 12.76 17.34 9.21 9.21
LARGECAP S&P 500 INDEX 05/03/1999 0.50% 11.054887 0.017312 7.31 2.11 10.68 9.43 14.36 4.22 4.22
NEUBERGER BERMAN SUS EQTY 06/08/2018 1.18% 10.115739 0.034742 n/a n/a n/a n/a n/a n/a -7.08
RYDEX NASDAQ 100 04/30/2018 1.66% 11.467345 0.012699 n/a n/a n/a n/a n/a n/a 4.11
SMALL/MID US EQUITY
BLACK ROCK ADV US TOT MKT 04/30/2018 0.8% 10.875627 0.012549 n/a n/a n/a n/a n/a n/a 0.41
CALVERT R2000 SC INDEX 04/30/2018 0.63% 10.168873 - 0.013735 n/a n/a n/a n/a n/a n/a -6.02
CALVERT S&P MC 400 INDEX 04/30/2018 0.55% 10.472583 0.025258 n/a n/a n/a n/a n/a n/a -4.35
CLEARBRIDGE VARSMLLCAPGRW 04/30/2018 1.07% 11.195305 - 0.021165 n/a n/a n/a n/a n/a n/a 4.59
COLUMBIA SMALL CAP VALUE 04/30/2018 1.17% 9.719155 - 0.029760 n/a n/a n/a n/a n/a n/a -12.35
DREYFUS IP MIDCAP STOCK 04/30/2018 1.12% 9.962964 0.005396 n/a n/a n/a n/a n/a n/a -8.49
DWS SMALL MIDCAP VALUE 04/30/2018 1.16% 9.809278 - 0.007169 n/a n/a n/a n/a n/a n/a -10.75
FIDELITY VIP MID CAP 04/30/2018 0.88% 9.862350 - 0.003445 n/a n/a n/a n/a n/a n/a -9.70
GLDMN SACHS MID CAP VALUE 04/30/2018 1.09% 10.554571 0.020533 n/a n/a n/a n/a n/a n/a -2.93
GS SM CAP EQUITY INSIGHTS 04/30/2018 1.06% 10.197146 - 0.043129 n/a n/a n/a n/a n/a n/a -5.56
MFS NEW DISCOVERY 04/30/2018 1.19% 11.330550 - 0.000233 n/a n/a n/a n/a n/a n/a 5.40
NEUBERGER BERMAN MDCP GRO 04/30/2018 1.11% 10.944294 0.012119 n/a n/a n/a n/a n/a n/a 1.81
REAL ESTATE SECURITIES 05/01/1998 1.14% 11.520253 0.110646 11.23 11.54 4.67 9.15 17.31 9.74 9.74
SMALLCAP 05/01/1998 1.08% 10.263997 - 0.006242 9.56 -4.81 9.48 5.78 14.47 4.75 4.75
INTERNATIONAL EQUITY
AFIS GLOBAL SMALL CAP 04/30/2018 1.24% 10.111236 - 0.020710 n/a n/a n/a n/a n/a n/a -5.57
AFIS MR INTERNATIONAL 04/30/2018 1.12% 9.725458 - 0.045436 n/a n/a n/a n/a n/a n/a -9.73
AFIS NEW WORLD 04/30/2018 1.26% 9.935849 - 0.033051 n/a n/a n/a n/a n/a n/a -8.44
ALPS RR LISTEDPRIVATEEQTY 04/30/2018 2.10% 10.131456 0.046411 n/a n/a n/a n/a n/a n/a -8.33
CALVERT EAFE INTL INDEX 04/30/2018 0.73% 9.581685 - 0.012422 n/a n/a n/a n/a n/a n/a -12.65
DIVERSIFIED INTERNATIONAL 05/02/1994 1.16% 9.270301 - 0.000190 4.63 -14.70 3.68 1.47 7.95 4.68 4.68
FIDELITY VIP OVERSEAS 04/30/2018 1.05% 9.682778 - 0.004837 n/a n/a n/a n/a n/a n/a -12.04
INTERNTL EMERGING MARKETS 10/24/2000 1.60% 8.810567 0.010234 2.85 -23.02 6.03 1.41 6.58 6.34 6.34
INVESCO INTERNTL GROWTH 04/30/2018 1.18% 10.054978 - 0.018676 n/a n/a n/a n/a n/a n/a -8.05
MFS INTERNATIONAL VALUE 04/30/2018 1.15% 10.352971 - 0.003897 n/a n/a n/a n/a n/a n/a -4.37
SPECIALTY
BLACK ROCK DYNAMIC ALLCTN 04/30/2018 0.99% 10.562079 0.009032 n/a n/a n/a n/a n/a n/a -1.94
DWS ALT ASSET ALLOCATION 04/30/2018 1.15% 10.200457 0.007583 n/a n/a n/a n/a n/a n/a -4.22
FRANKLIN GLOBAL REAL EST 04/30/2018 1.39% 10.679277 0.043990 n/a n/a n/a n/a n/a n/a 3.15
GUGGENHEIM GLB MNGD FUTUR 04/30/2018 1.74% 9.489467 0.069927 n/a n/a n/a n/a n/a n/a -12.38
GUGGENHEIM LONGSHORT EQTY 04/30/2018 1.78% 9.601099 - 0.007150 n/a n/a n/a n/a n/a n/a -10.74
GUGGENHEIM MULTI-HEDGE ST 04/30/2018 2.04% 10.138174 0.016297 n/a n/a n/a n/a n/a n/a -6.09
GSACHS MULTISTRAT ALTRNTV 04/30/2018 1.34% 9.928770 0.010841 n/a n/a n/a n/a n/a n/a -7.36
INVESCO HEALTH CARE 04/30/2018 1.26% 10.579029 0.013564 n/a n/a n/a n/a n/a n/a 7.80
MFS UTILITIES 04/30/2018 1.05% 11.172635 0.010135 n/a n/a n/a n/a n/a n/a 5.98
PIMCO COMMREALRETURNSTRAT 04/30/2018 1.70% 9.189445 0.013863 n/a n/a n/a n/a n/a n/a -15.08
RYDEX COMMODITIES STRATGY 04/30/2018 1.77% 9.311004 0.016303 n/a n/a n/a n/a n/a n/a -16.15
RYDEX VI BASIC MATERIALS 04/30/2018 1.70% 9.858755 0.001104 n/a n/a n/a n/a n/a n/a -10.17
THE MERGER FUND VL 04/30/2018 1.84% 10.648153 0.008937 n/a n/a n/a n/a n/a n/a 0.22
VANECK GLOBAL HARD ASSETS 04/30/2018 1.34% 8.331283 - 0.030374 n/a n/a n/a n/a n/a n/a -26.18



Principal Pivot Series Variable AnnuitySM
Monthly Performance Update
as of 03/31/2019
Performance Excluding
Surrender Charges
Subaccount Portfolio
Inception
Date
Total
Expenses
Unit Value
(UV)
as of
04/18/2019
Daily
Change
in UV
YTD 1 Year 3 Year 5 Year 10 Year Since
Portfolio
Inception
Since
Subaccount
Inception
SHORT-TERM FIXED INCOME
COLUMBIA LMTDDURTNCREDIT 05/07/2010 0.74% 10.336657 - 0.000212 2.60 2.88 1.99 0.50 n/a 1.32 3.05
DELAWARE LIMITEDTERM DVSN 05/01/2000 0.85% 10.198173 0.002502 1.59 1.77 0.56 0.55 1.70 2.69 2.06
FIDELITY GOV MONEY MARKET 01/12/2000 0.51% 10.090580 0.000340 0.26 0.85 -0.04 -0.36 -0.58 0.75 0.81
PIMCO LOW DURATION 03/31/2006 0.75% 10.131578 0.003081 1.06 0.92 0.42 0.08 2.20 2.20 1.35
SHORT-TERM INCOME 01/12/1994 0.75% 10.209556 - 0.000210 1.38 2.05 0.99 0.73 1.76 2.73 2.73
FIXED INCOME
AMCENT VP INFLATION PROT 12/31/2002 0.72% 10.168972 0.030360 3.59 1.53 0.92 0.70 2.14 2.58 1.80
CALVERT INVESTMENT 03/31/2003 0.57% 10.349470 0.017114 2.64 3.07 0.78 1.51 2.44 2.77 3.93
CORE PLUS BOND 12/18/1987 0.71% 10.341158 0.009104 3.42 2.89 1.68 1.64 5.04 4.61 4.61
GOVT & HIGH QUALITY BOND 05/06/1993 0.76% 10.313046 - 0.000212 1.90 3.19 0.42 1.16 2.05 3.46 3.46
GUGGENHEIM FLOATING RATE 04/22/2013 1.18% 10.175246 0.007479 3.02 0.50 3.56 2.37 n/a 2.50 0.46
INCOME ACCOUNT 05/07/1993 0.76% 10.385692 0.009910 3.20 4.11 2.99 2.40 4.98 4.72 4.72
JANUS H FLEXIBLE BOND 09/13/1993 0.85% 10.307295 0.016189 2.89 2.77 0.95 1.17 3.64 5.06 3.41
PIMCO HIGH YIELD 04/30/1998 0.76% 10.601406 0.005783 7.33 5.41 6.03 3.59 9.16 4.95 4.91
PIMCO TOTAL RETURN 12/31/1997 0.69% 10.351625 0.013189 2.75 2.89 1.85 1.85 3.61 4.43 3.82
TEMPLETON GLOBAL BOND SEC 01/24/1989 0.88% 10.284331 0.022797 1.59 1.49 2.26 0.13 4.34 6.12 0.67
BALANCED/ASSET ALLOCATION
AFIS ASSET ALLOCATION 08/01/1989 0.79% 10.555409 0.013392 9.16 4.23 8.27 5.95 10.61 7.11 4.16
AFIS MR ASSET ALLOCATION 09/28/2012 0.89% 10.453639 0.007657 7.14 2.91 6.96 4.21 n/a 6.23 3.29
BLACK ROCK GLOBAL ALLCTN 02/28/1992 1.01% 10.028410 - 0.000206 7.27 -0.96 4.80 2.47 6.37 5.90 -0.49
DIV BALNCD MNGD VOLATILTY 10/31/2013 0.62% 10.578715 0.008363 7.36 4.36 5.58 4.45 n/a 4.65 4.65
DIV GROWTH MNGD VOLATILTY 10/31/2013 0.64% 10.615805 0.016318 8.73 4.45 7.00 5.29 n/a 5.57 5.57
FRANKLIN INCOME VIP 02/29/2008 0.82% 10.422556 - 0.006437 9.52 6.41 8.07 3.11 9.32 4.90 2.99
INVESCO BLNCD RSK ALLOCTN 01/23/2009 1.05% 10.121620 0.019678 8.02 1.75 5.69 3.39 7.40 7.03 0.53
LIFETIME 2020 08/30/2004 0.93% 10.329714 0.007322 8.10 2.33 6.22 3.99 9.50 4.95 4.95
LIFETIME 2030 08/30/2004 0.97% 10.346450 0.007827 10.06 2.19 7.41 4.66 10.28 5.20 5.20
LIFETIME 2040 08/30/2004 0.94% 10.375214 0.012962 11.41 2.17 8.41 5.19 11.08 5.65 5.65
LIFETIME 2050 08/30/2004 0.97% 10.376967 0.006587 12.28 2.07 8.95 5.49 11.42 5.78 5.78
MULTI ASSET INCOME 07/28/2015 1.06% 10.262827 - 0.000211 7.32 1.47 5.44 n/a n/a 3.82 3.82
PIMCO ALL ASSET 04/30/2004 1.415% 9.950368 - 0.009592 5.08 -1.39 5.81 1.77 5.88 4.36 -1.33
SAM BALANCED PORTFOLIO 06/03/1997 1.11% 10.424626 0.006667 8.51 3.15 6.84 4.66 9.41 6.23 6.23
SAM CONSERVATIVE BALANCED 04/23/1998 1.09% 10.376373 0.008603 6.65 3.00 5.33 3.71 7.63 4.48 4.48
SAM CONSERVATIVE GROWTH 06/03/1997 1.21% 10.447400 0.010743 10.47 3.09 8.56 5.60 10.95 6.61 6.61
SAM FLEXIBLE INCOME 09/09/1997 1.04% 10.410572 0.008142 5.32 3.55 4.45 3.13 6.65 4.90 4.90
SAM STRATEGIC GROWTH 06/03/1997 1.22% 10.400668 0.009802 11.97 2.13 8.86 5.81 11.83 7.05 7.05
TOPS AGGRESSIVE GROWTH 07/22/2015 0.84% 9.933642 - 0.000204 12.06 0.47 8.90 n/a n/a 5.52 -3.04
TOPS BALANCED ETF 07/22/2015 0.88% 10.123327 - 0.000208 7.36 1.40 4.70 n/a n/a 3.23 0.07
TOPS CONSERVATIVE ETF 07/22/2015 0.90% 10.212402 0.008093 5.13 2.41 3.47 n/a n/a 2.41 1.47
TOPS GROWTH ETF 07/22/2015 0.87% 10.007699 - 0.000206 10.80 0.83 7.89 n/a n/a 4.89 -2.02
TOPS MODERATE GROWTH ETF 07/22/2015 0.88% 10.131340 - 0.007913 9.05 2.08 6.41 n/a n/a 4.15 -0.14
LARGE US EQUITY
AMCENT VP VALUE 05/01/1996 0.93% 10.493546 - 0.000216 11.20 3.26 8.01 5.93 12.08 7.56 1.83
AFIS BLUE CHIP INC & GR 07/05/2001 0.91% 10.519959 - 0.007867 10.44 3.52 8.89 7.76 13.33 5.06 3.22
AFIS MR GROWTH 05/01/2013 0.97% 10.652399 0.015717 8.21 6.55 12.39 6.71 n/a 7.89 5.50
CAPITAL APPRECIATION 04/28/1998 0.88% 11.224111 0.011077 13.06 9.10 11.57 9.03 14.09 8.79 8.79
DWS EQUITY 500 INDEX 10/01/1997 0.74% 11.042533 0.019860 13.21 7.95 11.85 9.30 14.26 5.56 7.68
EQUITY INCOME ACCOUNT 04/28/1998 0.75% 10.875867 0.025159 10.67 6.67 11.70 7.98 13.34 7.41 7.41
FIDELITY VIP CONTRAFUND 01/03/1995 0.87% 10.690363 0.023137 14.39 5.84 11.54 8.18 14.04 9.89 5.35
FRANKLIN RISING DIVIDENDS 01/27/1992 0.97% 11.207733 0.053508 14.46 11.00 12.22 8.60 13.84 8.66 10.56
LARGECAP GROWTH 05/02/1994 0.94% 10.324203 0.030774 16.90 2.57 11.73 8.98 13.26 5.99 5.99
LARGECAP GROWTH I 06/01/1994 1.00% 11.468550 0.041811 16.85 14.20 18.04 12.76 17.34 9.21 9.21
LARGECAP S&P 500 INDEX 05/03/1999 0.50% 11.054887 0.017312 13.31 8.11 12.02 9.43 14.36 4.22 4.22
NEUBERGER BERMAN SUS EQTY 02/18/1999 1.18% 10.115739 0.034742 11.53 3.79 9.75 7.32 13.29 6.23 -1.08
RYDEX NASDAQ 100 05/07/1997 1.66% 11.467345 0.012699 16.17 10.37 16.73 14.17 18.18 8.10 10.11
SMALL/MID US EQUITY
BLACK ROCK ADV US TOT MKT 04/20/1982 0.8% 10.875627 0.012549 13.41 6.05 12.98 6.41 15.19 8.73 6.41
CALVERT R2000 SC INDEX 04/27/2000 0.63% 10.168873 - 0.013735 14.17 0.74 11.45 5.45 13.55 5.89 -0.02
CALVERT S&P MC 400 INDEX 05/03/1999 0.55% 10.472583 0.025258 14.12 1.27 9.75 6.75 14.57 7.88 1.65
CLEARBRIDGE VARSMLLCAPGRW 02/02/2007 1.07% 11.195305 - 0.021165 15.54 12.11 18.60 8.27 16.62 8.61 10.59
COLUMBIA SMALL CAP VALUE 06/01/2000 1.17% 9.719155 - 0.029760 11.95 -4.81 9.61 4.70 12.53 7.11 -6.35
DREYFUS IP MIDCAP STOCK 12/29/2000 1.12% 9.962964 0.005396 12.38 -3.46 6.00 5.16 14.31 6.07 -2.49
DWS SMALL MIDCAP VALUE 05/01/1996 1.16% 9.809278 - 0.007169 11.82 -4.29 5.20 3.37 11.97 6.82 -4.75
FIDELITY VIP MID CAP 12/28/1998 0.88% 9.862350 - 0.003445 14.36 -3.37 8.90 5.41 12.68 11.00 -3.70
GLDMN SACHS MID CAP VALUE 01/09/2006 1.09% 10.554571 0.020533 14.29 3.19 8.04 4.03 12.52 5.70 3.07
GS SM CAP EQUITY INSIGHTS 08/31/2007 1.06% 10.197146 - 0.043129 13.58 1.17 11.44 7.08 15.20 6.62 0.44
MFS NEW DISCOVERY 05/01/1998 1.19% 11.330550 - 0.000233 20.24 12.89 18.74 7.83 17.04 7.91 11.40
NEUBERGER BERMAN MDCP GRO 11/03/1997 1.11% 10.944294 0.012119 17.99 6.08 13.31 8.31 14.32 8.21 7.81
REAL ESTATE SECURITIES 05/01/1998 1.14% 11.520253 0.110646 17.23 17.54 6.17 9.15 17.31 9.74 9.74
SMALLCAP 05/01/1998 1.08% 10.263997 - 0.006242 15.56 1.19 10.85 5.78 14.47 4.75 4.75
INTERNATIONAL EQUITY
AFIS GLOBAL SMALL CAP 04/30/1998 1.24% 10.111236 - 0.020710 14.85 1.12 9.92 4.44 11.65 7.96 0.43
AFIS MR INTERNATIONAL 05/01/2013 1.12% 9.725458 - 0.045436 8.79 -3.28 6.96 0.89 n/a 1.84 -3.73
AFIS NEW WORLD 06/17/1999 1.26% 9.935849 - 0.033051 14.49 -3.27 9.36 2.75 8.33 6.77 -2.44
ALPS RR LISTEDPRIVATEEQTY 10/24/2014 2.10% 10.131456 0.046411 13.32 -1.23 9.27 n/a n/a 6.74 -2.33
CALVERT EAFE INTL INDEX 11/12/2002 0.73% 9.581685 - 0.012422 9.58 -5.30 5.80 0.66 6.99 4.83 -6.65
DIVERSIFIED INTERNATIONAL 05/02/1994 1.16% 9.270301 - 0.000190 10.63 -8.70 5.21 1.47 7.95 4.68 4.68
FIDELITY VIP OVERSEAS 01/28/1987 1.05% 9.682778 - 0.004837 10.89 -4.92 5.68 1.75 8.30 4.79 -6.04
INTERNTL EMERGING MARKETS 10/24/2000 1.60% 8.810567 0.010234 8.85 -17.02 7.49 1.41 6.58 6.34 6.34
INVESCO INTERNTL GROWTH 09/19/2001 1.18% 10.054978 - 0.018676 13.95 -2.92 4.25 1.87 8.19 6.10 -2.05
MFS INTERNATIONAL VALUE 08/23/2001 1.15% 10.352971 - 0.003897 11.88 1.37 8.27 6.40 11.92 8.26 1.63
SPECIALTY
BLACK ROCK DYNAMIC ALLCTN 04/30/2014 0.99% 10.562079 0.009032 9.21 3.80 6.66 n/a n/a 3.38 4.06
DWS ALT ASSET ALLOCATION 01/30/2009 1.15% 10.200457 0.007583 7.80 2.05 1.72 -0.12 4.10 3.90 1.78
FRANKLIN GLOBAL REAL EST 01/24/1989 1.39% 10.679277 0.043990 14.96 10.93 3.82 5.10 11.67 7.01 9.15
GUGGENHEIM GLB MNGD FUTUR 11/07/2008 1.74% 9.489467 0.069927 3.01 -6.83 -4.22 -0.49 -3.44 -4.02 -6.38
GUGGENHEIM LONGSHORT EQTY 05/01/2002 1.78% 9.601099 - 0.007150 3.65 -6.05 1.85 1.05 5.99 2.74 -4.74
GUGGENHEIM MULTI-HEDGE ST 11/29/2005 2.04% 10.138174 0.016297 2.50 0.22 -0.67 0.78 1.49 -0.32 -0.09
GSACHS MULTISTRAT ALTRNTV 04/25/2014 1.34% 9.928770 0.010841 4.59 -1.75 0.76 n/a n/a -1.37 -1.36
INVESCO HEALTH CARE 04/30/2004 1.26% 10.579029 0.013564 11.65 14.70 8.75 5.43 12.37 6.97 13.80
MFS UTILITIES 01/03/1995 1.05% 11.172635 0.010135 12.07 14.83 9.28 4.54 11.79 10.30 11.98
PIMCO COMMREALRETURNSTRAT 11/10/2014 1.70% 9.189445 0.013863 8.54 -7.08 1.45 n/a n/a -8.53 -9.08
RYDEX COMMODITIES STRATGY 09/30/2005 1.77% 9.311004 0.016303 13.74 -5.76 3.92 -14.56 -5.95 -10.53 -10.15
RYDEX VI BASIC MATERIALS 05/02/2001 1.70% 9.858755 0.001104 11.87 -3.39 8.68 2.16 7.39 4.96 -4.17
THE MERGER FUND VL 05/31/2004 1.84% 10.648153 0.008937 1.90 6.06 3.61 1.94 2.57 3.96 6.22
VANECK GLOBAL HARD ASSETS 05/01/2006 1.34% 8.331283 - 0.030374 12.78 -15.49 0.03 -10.52 0.41 -1.55 -20.18
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