Investment Performance

Investment Performance Data

(updated through 7-2-2010)

"Trend Following" Investment Styles

(These investment styles attempt to preserve capital during market down

trends by switching to money market and / or applying hedging strategies)

Investment Style	2010	2009	2008	2007	2006	2005	2004	2003
Trend- Bond Funds	3.1%	32.1%	1.8%	5.8%	7.3%	2.9%	4.6%	28.3%
Barclay Aggr Bond Index	5.2%	5.9%	5.2%	7.0%	4.4%	2.5%	4.3%	4.1%
Trend- Global ETFs	-8.0%	27.1%	-15.2%	8.2%	20.6%	16.8%	11.1%	27.7%
All Country World Index	-9.8%	34.6%	-42.2%	11.7%	20.9%	10.8%	15.2%	34.6%
Trend- Large Cap Stocks	-9.0%	22.0%	-17.8%	12.1%	na	na	na	na
S&P 500 Index Total Return	-7.4%	26.5%	-37.0%	5.5%	na	na	na	na
Trend- Mid Cap Stocks	-3.4%	18.7%	-22.6%	13.3%	na	na	na	na
Russell Midcap Total Return	-3.2%	40.5%	-38.4%	5.6%	na	na	na	na

Investment returns in blue, Benchmarks in black (see full explanation at bottom of page)

"Core" Investment Styles

(These investment styles generally stay fully

invested regardless of current market trends)

Investment Style	2010	2009	2008	2007	2006	2005	2004	2003
Core- Dividend Inc Stocks	-11.8%	16.1%	-27.0%	12.2%	17.4%	7.9%	22.1%	22.9%
DJ Industrial Avg Total Ret	-5.8%	22.7%	-31.9%	8.9%	19.0%	1.7%	5.3%	28.3%
Core-Quality Growth Stocks	-10.0%	28.6%	-39.5%	20.6%	1.8%	4.3%	17.0%	32.3%
S&P 500 Total Return	-7.4%	26.5%	-37.0%	5.5%	15.6%	4.9%	10.7%	28.3%
Core- Real Est Stocks	4.9%	27.1%	-16.8%	-6.7%	38.4%	5.9%	30.0%	31.1%
DJ Equity REIT Total Return	3.1%	28.5%	-37.6%	-15.6%	35.4%	11.1%	32.1%	36.7%

Investment returns in blue, Benchmarks in black (see full explanation below)

Total return figures (blue) are actual returns realized by a representative client invested in the designated investment strategy managed by Schultz Financial Mgmt Corp. Client accounts may experience a +/- .5% annual variation in these values. These figures are net of the maximum annual 1% annual investment management fee for accounts greater than $500,000. Total returns figures for benchmark indices (black) are shown for comparison purposes with the corresponding investment strategy.

Top Holdings

(as of 07/02/2010))

Trend- Bond

50% High Yield Bonds

50% Money Market

Trend-

Global ETFs

Money Market

Wisdom Tree India (EPI)

Brazil Small Cap (BRF)

Trend- Large Cap

Stocks

Money Market

Dollar Tree Stores (DLTR)

Apple Inc (AAPL)

Trend- Mid Cap

Stocks

Money Market

Small Cap Brazil (BRF)

Core- Dividend Inc. Stocks

DTE Energy Co (DTE)

Century Tel (CTL)

Harris Corp (HRS)

Core- Quality Growth

Stocks

SPDR Trust (SPY)

Dollar Tree Stores (DLTR)

Apple Inc (AAPL)

Core- REIT Stocks

Entertainment Prop (EPR)

Nationwide Health (NHP)