TIME HORIZON PORTFOLIO TIME HORIZON PORTFOLIOS TIME HORIZON PORTFOLIO INVESTMENT TIME HORIZON PORTFOLIO INVESTMENT STRATEGY TIME HORIZON PORTFOLIO STRATEGY TIME HORIZON PORTFOLIO STRATEGIC INVESTMENT

Owner

Goods & Services

Investment advice S 036 A 5/1/03 Investment banking services S 036 A 4/2/91 Investment brokerage S 036 A 10/1/94 Investment clubs S 036 A 4/2/91 Investment consultation S 036 A 4/2/91 Investment management S 036 A 6/1/01 Investment management of and distribution of variable annuities S 036 A 4/2/91 Investment of funds for others 036 A 4/2/91 Administration of employee benefit plans S 036 A 4/2/91 Administration of employee pension plans S 036 A 6/1/01 Administration of employee welfare benefit plans S 036 A 6/1/01 Administration of savings accounts S 036 A 4/2/91 Agencies in the field of bonds and other securities S 036 A 10/1/01 Assuming financial risk of others by entering into options and swaps S 036 A 4/2/91 Automated securities brokerage S 036 A 4/2/91 Banking S 036 A 4/2/91 Brokerage houses in the field of stocks, commodities, and futures S 036 A 4/2/91 Brokerage in the field of [indicate specific field, eg art, insurance, stocks, commodities] S 036 A 7/1/01 Brokerage of energy, namely, gas and electricity S 036 A 4/2/91 Capital investment consultation S 036 A 4/2/91 Cash managemen S 036 A 6/1/01 Credit consultation S 036 A 8/6/01 Establishing mutual funds for others S 036 A 4/2/91 Estate planning S 036 A 4/2/91 Estate trust managemen S 036 A 4/2/91 Financial analysis and consultation S 036 A 4/2/91 Financial investment in the field of [indicate specific field, eg real estate, securities S 036 A 4/2/91 Financial planning S 036 A 4/2/91 Financial portfolio management S 036 A 4/2/91 Financial research S 036 A 4/2/91 Financial services in the nature of an investment security S 036 A 6/1/01 Financial services in the field of money lending S 036 A 9/4/01 Financial services, namely providing on-line stored value accounts in an electronic environment S 036 A 9/4/01 Financial services, namely money lending S 036 A 9/4/01 Financial services, namely, investment fund transfer and transaction services S 036 A 2/20/96 Financial sponsorship of [indicate specific event or activity] S 035 A 9/4/01 Financial statement preparation and analysis for businesses S 036 A 4/2/91 Financial valuation of personal property and real estate S 036 A 4/2/91 Financing services S 036 A 4/2/91 Financial management S 036 A 4/2/91 Fund investment consultation S 036 A 4/2/91 Funds investmen