Held from 12/28/98 to
2/26/99 [UOPIX switched to USPIX to benefit from downside move]
Held from 2/26/99 to
3/05/99 [USPIX switched to ULPIX to benefit from up move]
Held from 3/05/99 to
5/27/99 [ULPIX switched to USPIX to benefit from slump]
Held from 12/28/98 to
6/3/99 [WWWFX switched to cash to preserve gain]
Held from 5/27/99 to
6/4/99 [USPIX switched to ULPIX to benefit from up move]
Held from 6/4/99 to
6/10/99 [ULPIX switched to URPIX to benefit from down move]
Held from 6/10/99 to
6/16/99 [URPIX switched to OUPIX to benefit from renewed rally]
Bought WWWFX on 6/21/99
with cash from previous sale
7/16/99 UOPIX splits
4 shares for 1 (revenue neutral)
7/26/99 Sold 135.391
shares WWWFX at $29.09 - $75 = $3863.52
Held from 6/16/99 to
8/3/99 [UOPIX switched to USPIX to benefit from declining market]
8/3/99 Bought Warburg
Pincus Japan OTC fund with available cash
Held from 8/3/99 to
8/13/99 [USPIX switched to UOPIX market rising]
8/19/99 switched UOPIX
to USPIX
8/23/99 switched USPIX
to UOPIX
9/24/99 switched UOPIX
to URPIX &
9/24/99 sold WPJPX to
FCASH
9/30/99 bought WPJPX
for cash
10/4/99 switched URPIX
to UOPIX as rebound is coming
10/15/99 switched UOPIX
to URPIX rebound ran out of gas
10/15/99 sold WPJPX
to FCASH
10/20/99 switched URPIX
sold for cash as fund raised criteria to $15000
10/10/20/99 bought WPJPX
for cash
11/5/99 bought FOCPX
for cash
Balance to 4/12/2002
Had we made no changes
to 4/12/2002
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