Trust Examiner School eBook

Asset Category Account % Policy % Variance Min Policy % Max Policy % Cash 0.1 5.0 -4.9 0.0 13.0 Equities 11.9 50.0 -38.1 32.0 68.0 Fixed Income 6.5 45.0 -38.5 32.0 68.0 Alternatives 0.0 0.0 0.0 0.0 0.0 Miscellaneous 81.4 0.0 81.4 0.0 0.0 Total 100.0% 100.0%

July 20, 2021

Investment Review xxx Unified Credit Tr

Inception Date: 01/27/2015 Investment Officer: xxx Administrative Officer: xxx Comparison Target Account: Taxable Income W/ Growth Mf Portfolio 02/63/35 Comparison Index Account: none Comparison Policy Account: Income W/growth Policy Model Investment Policy: none Created Date: 12/9/2019 Duration: 1 Calendar Year Target Date: 12/31/2020 Date Due: 12/31/2020 Submitted By: xxx Submitted On: 12/16/2020 Approved By: xxx Approved On: 1/5/2021

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Review Dates: 12/09/2019 to 12/31/2020 Reviewer Name: xxxx Name: xxxx Number: xxx Account Details

Investment Review

Asset Allocation

Account xxxxx

Review Type: