Common use of Investment Time Horizon Clause in Contracts

Investment Time Horizon.  up to 6 months  6 months to 1 year  1 – 2 years  2 – 5 years  5 years or more Liquidity Needs: I/We do not expect to need the monies being invested in the Fund for at least:  6 months  6 months to 1 year  1 – 2 years  2 – 5 years  5 years or more If a Personal Account: Income – Household ($):  0-25,000  25,000-50,000  50,000-100,000  100,000-200,000  200,000-300,000  over 300,000 Income - Individual ($):  0-25,000  25,000-50,000  50,000-100,000  100,000-200,000  200,000-300,000  over 300,000 Net Worth – Personal Unencumbered (Excluding Real Estate) ($):  0-100,000  100-500,000  500-1,000,000  1,-2,000,000  2,-5,000,000  over 5,000,000 Net Worth – Real Estate (Net of Associated Liabilities) ($):  0-250,000  250-500,000  500,000-1,000,000  over 1,000,000 If a Corporate Account: Net Assets – Corporate Unencumbered ($):  0-100,000  100-500,000  500-1,000,000  1,-2,000,000  2,000,000-5,000,000  over 5,000,000

Investment Time Horizon.  🞏 up to 6 months  🞏 6 months to 1 year  🞏 1 – 2 years  🞏 2 – 5 years  🞏 5 years or more Liquidity Needs: I/We do not expect to need the monies being invested in the Fund for at least:  🞏 6 months  🞏 6 months to 1 year  🞏 1 – 2 years  🞏 2 – 5 years  🞏 5 years or more If a Personal Account: Income – Household ($):  🞏 0-25,000  🞏 25,000-50,000  🞏 50,000-100,000  🞏 100,000-200,000  🞏 200,000-300,000  🞏 over 300,000 Income - Individual ($):  🞏 0-25,000  🞏 25,000-50,000  🞏 50,000-100,000  🞏 100,000-200,000  🞏 200,000-300,000  🞏 over 300,000 Net Worth – Personal Unencumbered (Excluding Real Estate) ($):  🞏 0-100,000  🞏 100-500,000  🞏 500-1,000,000  🞏 1,-2,000,000  🞏 2,-5,000,000  🞏 over 5,000,000 Net Worth – Real Estate (Net of Associated Liabilities) ($):  🞏 0-250,000  🞏 250-500,000  🞏 500,000-1,000,000  🞏 over 1,000,000 If a Corporate Account: Net Assets – Corporate Unencumbered ($):  🞏 0-100,000  🞏 100-500,000  🞏 500-1,000,000  🞏 1,-2,000,000  🞏 2,000,000-5,000,000  🞏 over 5,000,000