Spreadsheet: 7164d4ed-2dca-4deb-a9f2-2fd079999486
Sheet: Summary

 |  |  |  |  |  |  |  |  |  |  | Summer |  |  |  |  |  |  | 1 Week |  |  |  |  |  |  | Today |  |  |  |  |  |  | Total Value
 |  |  |  |  |  |  |  |  |  |  | IPO |  |  |  |  |  |  | IPO |  |  |  |  |  |  | IPO |  |  |  |  |  |  | Cost Basis
 |  |  |  |  |  |  |  |  |  |  | S&P 500 |  |  |  |  |  |  | S&P 500 |  |  |  |  |  |  | S&P 500 |  |  |  |  |  |  | Return since 5/02/03
 |  |  |  |  |  |  |  |  |  |  | Dow Jones |  |  |  |  |  |  | Dow Jones |  |  |  |  |  |  | Dow Jones |  |  |  |  | Cash Availailable
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | % of Portfolio
 |  |  |  | Today |  |  |  |  |  |  | Today |  |  |  |  |  |  | Today |  |  |  |  |  |  | Today |  |  |  |  |  |  | Today
 |  |  |  | 1 Week |  |  |  |  |  |  | 1 Week |  |  |  |  |  |  | 1 Week |  |  |  |  |  |  | 1 Week |  |  |  |  |  |  | 1 Week
 |  |  |  | Summer
 |  |  |  | Total Gain |  |  |  |  |  |  | Total Gain |  |  |  |  |  |  | Total Gain |  |  |  |  |  |  | Total Gain |  |  |  |  |  |  | Total Gain
 |  |  |  | Value |  |  |  |  |  |  | Value |  |  |  |  |  |  | Value |  |  |  |  |  |  | Value |  |  |  |  |  |  | Value
 |  |  |  | Cost |  |  |  |  |  |  | Cost |  |  |  |  |  |  | Cost |  |  |  |  |  |  | Cost |  |  |  |  |  |  | Cost
 |  |  |  | % of Portfolio |  |  |  |  |  |  | % of Portfolio |  |  |  |  |  |  | % of Portfolio |  |  |  |  |  |  | % of Portfolio |  |  |  |  |  |  | % of Portfolio
 |  |  |  | Today |  |  |  |  |  |  | Today |  |  |  |  |  |  | Today |  |  |  |  |  |  | Today |  |  |  |  |  |  | Today
 |  |  |  | 1 Week |  |  |  |  |  |  | 1 Week |  |  |  |  |  |  | 1 Week |  |  |  |  |  |  | 1 Week |  |  |  |  |  |  | 1 Week
 |  |  |  | Total Gain |  |  |  |  |  |  | Total Gain |  |  |  |  |  |  | Total Gain |  |  |  |  |  |  | Total Gain |  |  |  |  |  |  | Total Gain
 |  |  |  | Value |  |  |  |  |  |  | Value |  |  |  |  |  |  | Value |  |  |  |  |  |  | Value |  |  |  |  |  |  | Value
 |  |  |  | Cost |  |  |  |  |  |  | Cost |  |  |  |  |  |  | Cost |  |  |  |  |  |  | Cost |  |  |  |  |  |  | Cost
 |  |  |  | % of Portfolio |  |  |  |  |  |  | % of Portfolio |  |  |  |  |  |  | % of Portfolio |  |  |  |  |  |  | % of Portfolio |  |  |  |  |  |  | % of Portfolio
 |  |  |  | Today |  |  |  |  |  |  | Today |  |  |  |  |  |  | Today |  |  |  |  |  |  | Today |  |  |  |  |  |  | Today
 |  |  |  | 1 Week |  |  |  |  |  |  | 1 Week |  |  |  |  |  |  | 1 Week |  |  |  |  |  |  | 1 Week |  |  |  |  |  |  | 1 Week
 |  |  |  | Total Gain |  |  |  |  |  |  | Total Gain |  |  |  |  |  |  | Total Gain |  |  |  |  |  |  | Total Gain |  |  |  |  |  |  | Total Gain
 |  |  |  | Value |  |  |  |  |  |  | Value |  |  |  |  |  |  | Value |  |  |  |  |  |  | Value |  |  |  |  |  |  | Value
 |  |  |  | Cost |  |  |  |  |  |  | Cost |  |  |  |  |  |  | Cost |  |  |  |  |  |  | Cost |  |  |  |  |  |  | Cost
 |  |  |  | % of Portfolio |  |  |  |  |  |  | % of Portfolio |  |  |  |  |  |  | % of Portfolio |  |  |  |  |  |  | % of Portfolio |  |  |  |  |  |  | % of Portfolio
 |  |  |  | Today |  |  |  |  |  |  | Today |  |  |  |  |  |  | Today |  |  |  |  |  |  | Today
 |  |  |  | 1 Week |  |  |  |  |  |  | 1 Week |  |  |  |  |  |  | 1 Week |  |  |  |  |  |  | 1 Week
 |  |  |  | Total Gain |  |  |  |  |  |  | Total Gain |  |  |  |  |  |  | Total Gain |  |  |  |  |  |  | Total Gain
 |  |  |  | Value |  |  |  |  |  |  | Value |  |  |  |  |  |  | Value |  |  |  |  |  |  | Value
 |  |  |  | Cost |  |  |  |  |  |  | Cost |  |  |  |  |  |  | Cost |  |  |  |  |  |  | Cost
 |  |  |  | % of Portfolio |  |  |  |  |  |  | % of Portfolio |  |  |  |  |  |  | % of Portfolio |  |  |  |  |  |  | % of Portfolio
 |  | Bought This Year |  |  |  |  |  |  |  |  |  |  |  |  |  | Sold This Year
 |  |  |  |  | Date Bought |  |  |  | Buy Price |  | Current Price | Change* |  |  |  |  |  |  | Date Sold |  |  |  | Sell Price |  | Current Price | Change*
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | 19.71
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | 20.71
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | 21.71
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | 21.71
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | 21.71
 |  | Proposed Buys This Year That Did Not Pass |  |  |  |  |  |  |  |  |  |  |  |  |  | Proposed Sells This Year That Did Not Pass
 |  |  |  |  | Date Pitched |  |  |  | Pitch Price |  | Current Price | Change* |  |  |  |  |  |  | Date Pitched |  |  |  | Pitch Price |  | Current Price | Change*
 |  |  | Phillips 66
 |  | *Only incorporates change in price; Does not include commission |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | [EMAIL] |  | http://gvsu.edu/invest