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Investment Team Update and Goals for Next 30/60/90 Days

This update highlights the transition of the investment team chair to Bro. Rob Robinson and the transfer of information during the Winter Council Meeting. It also provides the current balance and performance of the 12th District Fund. Key issues, challenges, deadlines, and required actions are addressed, with a focus on identifying more revenue for the investment account.

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Investment Team Update and Goals for Next 30/60/90 Days

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  1. Investment Team – W. Kelly Shannon • Next 30 / 60 / 90 Day Actions / Goals • Transition Chair to Bro. Rob Robinson • Information transfer to happen during WCM Last 90 Day Actions/ Accomplishments (since District Meeting) • Current balance as of Jan 31, 2015: $120,417.31 • Jul ‘14 - $120,251.40, Aug ‘14 - $123,198.74, Sep ‘14 - $119,644.11, Oct ‘14 - $122,167.62, Nov ‘14 - $122,985.04, Dec ‘14 - $122,258.67 • No new deposits made since Feb ’14 • Market has seen gains in 2 of the last 5 months; 12th District Fund (monthly returns below) is performing well • September: -2.93% • October: 2.09% • November: 0.67% • December: -0.59% • January: -1.52% • Key Issues / Challenges / Deadlines / Actions Required • Need to identify more revenue into the investment account 12th District Winter District Council Meeting , Kappa Xi Chapter, Las Vegas, NV

  2. Cumulative Returns (12.2% cum. Return) • Returns Comparison: 12th District Fund in line with most Major Market Indices • $1.00 invested in 12th District Fund in Oct 2005 = $1.47 as of January 31, 2015 • $1.00 invested in DJIA in Oct 2005 = $1.49 as of January 31, 2015 • $1.00 invested in S&P 500 in Oct 2005 = $1.48 as of January 31, 2015 • $1.00 invested in Nasdaq in Oct 2005 = $1.88 as of January 31, 2015 12th District Winter District Council Meeting , Kappa Xi Chapter, Las Vegas, NV

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