20 November 2015 US Equity Insights [Figure 85: Sec tor and Industry ETFs 'Figure 74: Sector and Industry ETF Table Secret h :1, ;thy Consumer Discretionary XLY Cons. Discretionary Select Sector 0.15% 10.529 482.3 Hotels. Restaurants & Leisure PEJ PowerShares Dyn. Leisure & Ent. 0.63% 191 IT Household Durables ITB 'Share* US Home Construction 0.45% 2,053 82 7 Media PBS PowerShares Dyn Media 0.63% 134 1 9 Specialty Retail XRT SPQR S&P Retail 0 35% 1.330 264 7 Consumer St pies XLP Cons. Staple* Select Sector 0.15% 7.608 285.5 Food Products P&L PowerShares Dyn. Food & Bev. 0.63% 271 1.3 Energy XLF Energy Select Sector 0 15% 13,747 1.037 1 Energy Egtiprnent & Services 01H XES IEZ Market Vectors Oil Service SPDR Oil & Gas Etna', & Son; 'Shares US Oil Equip & Sew 0.35% 0 35% 0.45% 1,145 280 375 293.2 11 0 4.7 Oil. Gas & Consumable Fuels XOP IE0 SPDR S&P Oil & Gas Exp & Prod 'Shares US Oil & Gas Exp & Prod 0.35% 0.45% 1.422 503 420.2 10.5 Financials XLF Financial Select Sector 0.15% 17,930 658 8 Banks KBWB KBE KRE MT PowerShares 1(BW Bank SPDR S&P Bank SPDR S&P Regional Banking iShares US Regional Banks 0.35% 0.35% 0.35% 0.45% 271 2.655 1.994 574 10.8 42.6 188.3 3.2 Capital Markets KCE SPDR S&P Capital Markets 0.35% 178 0.2 Insurance ME lAK SPDR S&P Insurance Shares US Insurance 0.35% 0.45% 305 118 2.4 1.4 REITs VNO Vanguard REIT 0.10% 28.253 371.8 Health Care XLV Health Care Select Sector 0.15% 14,490 688.3 Biotechnology BBH XBI Market Vectors Biotech SPDR S&P Biotech ETF 0.35% 0.35% 805 2.282 14.1 294.3 Health Care Equipment & Supplies IH1 Shares U.S. Medical Devices 0.45% 778 8.3 Health Care Providers & Services IHF iShares U.S. Health Care Providers 0.45% 858 12.0 Pharmaceuticals PPH XPH Market Vectors Pharmaceuticals SPDR S&P Pharmaceuticals 0.35% 0.35% 378 1,164 5.8 11.0 Industrials XL1 Industrial Select Sector 0.15% 8.035 451.6 'Aerospace & Defense 1TA 'Shares US Aerospace & Def. 0.44% 563 4.8 I Information Technology VGT Vanguard Inf. Technology 0.12% 7,809 28.6 Communications Egtipment 1GN 'Shares NA Tech-Multimedia Net 0.48% 151 0.5 Internet Software & Services PNOI PowerShares NASDAQ Internet 0.80% 223 1.3 Semiconductors SMH XSD Market Vectors Semiconductor SPDR S&P Semiconductor 0.35% 0.35% 495 189 206.0 5.2 Software IGV iShares NA Tech.Sottware 0.48% 1,277 8.1 Materials XIS Materials Select Sector 0.15% 2,955 189.8 Metals & Mining XME SPDR S&P Metals & Mining 0.35% 392 58.3 Telecom VOX Vanguard Telecom Service 0.12% 993 5.8 Utilities XLU Utilities Select Sector 0.15% 6,447 571.9 k T5 R AUM SM VO9 AUV SM Swore Own*. Sent Skamen Nuncio LP 14010, Nat I fen ye aims Tqualykricapare Stun song last w•et- "MAN are/ 27 ma Clatitemincescartant Saint Oftectis Sent Page 36 Deutsche Bank Securities Inc. CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) CONFIDENTIAL DB-SDNY-0119305 SDNY_GM_00265489 EFTA01459084
