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| Solvency Provisions | Provisions Affecting Trust Fund Investment in Marketable         Securities |
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| Number | Table and graph selection                                                                                                                                                                                                                                                                                                                                                                                                       |
|--------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
| G1     | Invest 40 percent of the Trust Funds in equities (phased in 2009-2023),        assuming an ultimate 6.4 percent annual real rate of return on equities.              Summary measures and graphs         (PDF version)       Detailed single year tables         (PDF version)                                                                                                                                  |
| G2     | Invest 40 percent of the Trust Funds in equities (phased in 2009-2023),        assuming an ultimate 5.4 percent annual real rate of return on equities.              Summary measures and graphs         (PDF version)       Detailed single year tables         (PDF version)                                                                                                                                  |
| G3     | Invest 40 percent  of the Trust Funds in equities (phased in 2009-2023),        assuming an ultimate 2.9 percent annual real rate of return on equities,        the same as the assumed ultimate yield on the special-issue Social        Security trust fund bonds.              Summary measures and graphs         (PDF version)       Detailed single year tables         (PDF version)                   |
| G4     | Gradually invest 15 percent of OASDI trust fund assets in a broad        index of equity market securities (such as the Wilshire 5000).        Increase the portion in equities by 1.5 percent each year 2009        through 2018.  Maintain the percentage at 15 percent thereafter.               Summary measures and graphs         (PDF version)       Detailed single year tables         (PDF version) |
| G5     | Invest 15 percent  of the Trust Funds in equities (phased in 2009-2023),        assuming an ultimate 2.9 percent annual real rate of return on equities,        the same as the assumed ultimate yield on the special-issue Social        Security trust fund bonds.              Summary measures and graphs         (PDF version)       Detailed single year tables         (PDF version)                   |
|        | Above provisions        Summary measures                                                                                                                                                                                                                                                                                                                                                                                       |

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