<table><tr><th>From:</th><th>Kathy Ruemmler</th></tr><tr><td>Sent:</td><td>Monday, June 20, 2016 12:46 PM</td></tr><tr><td>To:</td><td>Jeffrey E.</td></tr><tr><td>Subject:</td><td>Fwd: Follow up</td></tr></table>

Sent from my iPhone

Begin forwarded message:

<u>From: "Burness, Danielle M - WASHINGTON</u> DC"

Date: June 20, 2016 at 8:42:35 AM EDT
To: Kathy Ruemmler
Subject: Follow up

Hi Kathy,

Thank you for your time this morning. I have enclosed a recap of our discussion which coordinates figures with the review I sent on Friday:

Your total cash between both CMA accounts currently is $1,088,743, of which I would like to increase your current equity exposure by 11% across your entire asset base which would bring it up to 55%. I would also like to increase your bond exposure by 10.5% which equals $323,000.00, bringing your money market down to $421,000.00 respectively.

1) Equity Allocation: Adding $344,600.00 to achieve the following percentages across your entire asset base

7.5% Small Cap Growth $11,500 additional to IJT (small cap growth index)

7.5% Small Cap Value $28,300 additional to IJS (small cap Value index)

18% International $65,500 additional to MINIX (MFS INTL. Value)

41% Large Cap Value $119,650 additional to IVE (large value index)

2) Bond Allocation: Adding $323,000 to the following managers:

$200„000 DBLTX Doubeline Total Return Fund (taxable bonds)

$123,000 SMMYX Western Asset Managed Municipals fund (federal tax exempt bonds)

3) Two IRA changes:

Selling all of VSMIX (Invesco Small cap) and moving proceeds to IJS (small cap index)

Selling all of DSTRX (Dreyfus Opportunistic Fixed fund) and moving proceeds to SDGIX (Dreyfus Standish Global Fixed Fund)

Please let me know if you have any further questions/concerns.

Thanks

Danielle

The Burness Group

Danielle M. Burness
Senior Vice President
Senior Financial Advisor

Merrill Lynch Wealth Management
1152 15th ST, NW, Suite 6000
Washington, DC 20005

Stacy Lea

Registered Client Associate
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Monica Mayhew

Client Associate
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