The TDSP phone number is 9-1-800-726-1000. If you get their preliminary newsy BS, to get out of it, press - 2 - 1 Enter - your social security number, - your pin number (0311). Once that's been confirmed, they give you your total fund balance, then drop you into their main menu. 1 = Account Balance Inquiry 2 = Personal Account Information and Transactions 1 = Fund Transfer (When you do this, you may want to change your "Future Investment Direction" also) 1 = Initiate Transfer 1 = Request a Fund Transfer in Percentages Select the Fund From Which to Transfer 1 = Select Fund by Name Spelled "Aggre" (24473) 1 = This is Correct Enter Percentage You Want to Transfer in 1% Increments Followed by # 100# 1 = I Want to Spell Name of Fund to Tranfer Into Spelled "Large" = 52743 1 = This Is Correct Enter Percentage You Want to Transfer in 1% Increments Followed by # 100# 1 = This Is Correct Confirmation # s13171009 2 = Investment Direction 1 = Yes, I want to do this. 1 = I want to spell the funds name. 1 = Yes, I want to spell the funds name. Spelled "Large" = 52743 100# Confirmation # s13170975 Enter percentages for each fund, in 5% increments, followed by the pound key. 3 = Loans 4 = Withdrawels 3 = Rates of Return, Unit Values, and Company Stock Price 4 = Change your PIN code Changed from 0455 to 0311 on 4/5/99 - Confirmation # s13170937 5 = Plan Information, Instructions on Using the Voice Response System, and Web Site Information 6 = Forms & Document Requests 0 = Speak With a Service Representative at any time * = Main Menu # = Repeat Menu ======================================================================== 10/28/93 - Transferred 100% of my Small Company Fund balance to the International Stock Fund. # TR5EF2 10/28/93 - Changed my Investment Directions from 100% Small Company Stock Fund to 100% International Stock Fund, effective 11/15/93. # IV48BM 11/16/93 - Transferred rest of my Small Company Fund balance ($231.56) to the International Stock Fund, whose balance was $19,923.05 Total balance was/is $20,154.61. #TR18C4. 01/06/94 - International Stock Fund Balance is $21,960.80. 04/11/94 - ISF results are +0.17% for the last 3 months and +15.90% for the year ended 4/7/94. My balance as of 4/2/94 was $23,649.65. 09/15/94 - Balance check. $27,870.08 including today's contributions. 05/10/95 - Balance check. $33,129.28 excluding 4/30/95's contributions. Balance is as of 4/27 (2 weeks ago). 12/08/95 - Balance check. $39,727.35. 02/09/96 - Balance check. $42,209.19 10/09/96 - Balance check. $49,489.05 Transferred all of it to the Aggressive Life Fund. Confirmation # TR2C32. That's 8.4437% over the last 3 years with the International Stock Fund (with my TDSP EXEC corrected to include IBM's contribution). 01/27/97 - Change my investment direction to the Aggressive Life Fund, 100%, effective 2-14-97. Confirmation # IVH183. I should have done this on 10-9-97, because my contributions since then have been going to the International Stock Fund instead of the Aggressive Life Fund. I also changed what little balance I had in the ISF to the ALF (confirmation # TR142Y), but I'm going to have to call after 1-30-97 to pick up that paycheck's contribution. 02/17/97 - Transfer the remaining balance from the International Stock Fund over to the Agressive Life Fund. Confirmation # TR9D15. 04/03/98 - Balance check. $85,535.34. 04/05/99 - Balance check. $103,050.55. Transferred all monies to Large Company Index fund (Confirmation # s13171009) and changed future investment direction to same (s13170975). 07/09/99 - Balance check. $112,542.99. 01/04/00 - Balance check. $118,244.16. 04/04/00 - Balance check. $129,937.61. Results for Last Last 3 YTD Last 12 Last 3 Last 5 Month of Month Months Months Years Years ----------------------------------------------------------------------------- 11/93 Int'l Stk - 0.25 5.26 ---- ---- ---- ---- 12/93 Int'l Stk - 1.44 0.30 ---- ---- ---- ---- 1/94 Int'l Stk 5.73 3.96 ---- ---- ---- ---- 2/94 Int'l Stk 5.03 9.46 ---- ---- ---- ---- 3/94 Int'l Stk - 3.65 7.00 ---- ---- ---- ---- 4/94 Int'l Stk - 1.02 0.17 ---- 15.90 ---- ---- 5/94 Int'l Stk 1.05 - 3.62 ---- 15.58 ---- ---- 6/94 Int'l Stk - 0.07 - 0.22 ---- 13.26 ---- ---- 7/94 Int'l Stk 0.49 0.30 ---- 16.10 ---- ---- 8/94 Int'l Stk 4.73 5.18 ---- 16.79 ---- ---- 9/94 Int'l Stk 0.64 5.93 ---- 13.63 ---- ---- 10/94 Int'l Stk - 4.27 0.91 ---- 6.64 ---- ---- 11/94 Int'l Stk 3.27 - 0.51 ---- 10.39 ---- ---- 12/94 Int'l Stk - 4.02 - 5.12 ---- 7.49 ---- ---- 1/95 Int'l Stk - 0.21 - 1.10 ---- 1.45 ---- ---- 2/95 Int'l Stk - 1.68 - 5.84 ---- - 5.03 ---- ---- 3/95 Int'l Stk 1.63 - 0.29 ---- 0.17 ---- ---- 4/95 Int'l Stk 5.12 5.04 ---- 6.38 ---- ---- 5/95 Int'l Stk 5.05 12.24 ---- 10.59 ---- ---- 6/95 Int'l Stk - 1.15 9.17 ---- 9.39 ---- ---- 7/95 Int'l Stk - 0.76 3.06 ---- 8.03 ---- ---- 8/95 Int'l Stk 5.72 3.71 ---- 9.05 ---- ---- 9/95 Int'l Stk - 3.88 0.85 ---- 4.15 ---- ---- 10/95 Int'l Stk 2.36 4.01 ---- 11.35 ---- ---- 11/95 Int'l Stk - 1.91 - 3.49 ---- 5.78 ---- ---- 12/95 Int'l Stk 2.07 2.49 ---- 12.50 ---- ---- 1/96 Int'l Stk 3.61 3.75 ---- 16.81 ---- ---- 2/96 Int'l Stk 0.79 6.59 ---- 19.75 ---- ---- 3/96 Int'l Stk 0.73 5.19 ---- 18.69 ---- ---- 4/96 Int'l Stk 1.71 3.26 ---- 14.84 12.33 ---- 5/96 Int'l Stk 2.21 4.72 ---- 11.73 12.69 ---- 6/96 Int'l Stk - 0.72 3.21 ---- 12.21 11.71 ---- 7/96 Int'l Stk 0.86 2.34 5.68 14.04 12.71 ---- 8/96 Int'l Stk - 2.55 - 2.42 2.99 5.12 10.26 ---- 9/96 Int'l Stk 0.03 - 1.68 3.02 9.40 9.01 ---- 10/96 Int'l Stk 2.77 0.18 5.87 9.84 9.32 ---- 10/96 Aggres. Life 4.18 ---- ---- ---- ---- ---- 11/96 Aggres. Life 1.33 7.40 ---- ---- ---- ---- 12/96 Aggres. Life - 1.20 5.44 ---- ---- ---- ---- 1/97 Aggres. Life 2.59 6.75 2.59 ---- ---- ---- 2/97 Aggres. Life 0.41 1.78 3.01 ---- ---- ---- 3/97 Aggres. Life - 2.77 0.16 0.16 ---- ---- ---- 4/97 Aggres. Life 3.26 0.82 3.43 ---- ---- ---- 5/97 Aggres. Life 5.63 6.06 9.25 ---- ---- ---- 6/97 Aggres. Life 4.00 13.44 13.62 ---- ---- ---- 7/97 Aggres. Life 5.61 16.02 20.00 34.10 ---- ---- 8/97 Aggres. Life - 4.15 5.27 15.01 26.33 ---- ---- 9/97 Aggres. Life 4.81 6.10 20.55 27.10 ---- ---- 10/97 Aggres. Life - 3.58 - 3.14 16.23 20.94 ---- ---- 11/97 Aggres. Life 1.99 3.07 18.54 17.12 ---- ---- 12/97 Aggres. Life 1.59 - 0.10 20.42 20.42 ---- ---- 1/98 Aggres. Life 1.06 4.71 1.06 18.62 ---- ---- 2/98 Aggres. Life 5.67 8.49 6.79 24.84 ---- ---- 3/98 Aggres. Life 3.70 10.74 10.74 33.14 ---- ---- 4/98 Aggres. Life 0.94 10.60 11.77 30.14 ---- ---- 5/98 Aggres. Life - 1.70 2.89 9.88 21.11 ---- ---- 6/98 Aggres. Life 2.14 1.34 12.23 18.94 ---- ---- 7/98 Aggres. Life - 1.06 - 0.65 11.04 11.44 ---- ---- 8/98 Aggres. Life -11.68 -10.75 - 1.93 2.68 ---- ---- 9/98 Aggres. Life 3.95 - 9.16 1.95 1.84 ---- ---- 10/98 Aggres. Life 6.47 - 2.25 8.54 12.46 ---- ---- 11/98 Aggres. Life 4.77 15.95 13.72 15.52 ---- ---- 12/98 Aggres. Life 4.65 16.74 19.01 19.01 ---- ---- 1/99 Aggres. Life 1.98 11.81 1.98 20.09 ---- ---- 2/99 Aggres. Life - 3.11 3.39 - 1.20 10.11 ---- ---- 3/99 Aggres. Life 3.42 2.18 2.18 9.82 ---- ---- 4/99 Large Comp. 4.02 4.92 4.92 18.50 27.96 26.06 5/99 Large Comp. 3.85 4.62 8.95 21.82 29.02 26.91 6/99 Large Comp. - 2.38 5.25 6.36 21.03 26.92 25.82 7/99 Large Comp. 5.55 7.00 12.26 22.75 28.99 27.72 8/99 Large Comp. - 0.48 1.75 8.22 39.75 28.53 25.26 9/99 Large Comp. - 2.74 - 6.24 5.26 27.70 25.05 25.67 10/99 Large Comp. 6.35 2.93 11.94 25.27 26.48 26.31 11/99 Large Comp. 2.02 5.52 14.20 20.78 24.26 27.72 12/99 Large Comp. 5.97 14.97 21.01 21.01 27.54 28.47 1/00 Large Comp. - 5.03 2.67 - 5.03 10.35 22.85 26.44 2/00 Large Comp. - 1.92 - 1.29 - 6.85 11.75 21.76 25.23 3/00 Large Comp. 9.97 2.25 2.25 17.94 27.37 26.45 4/00 Large Comp. - 2.98 4.46 - 0.79 10.19 23.67 24.94 5/00 ---- ---- 6/00 ---- ---- 7/00 ---- ---- 8/00 ---- ---- 9/00 ---- ---- 10/00 ---- ---- 11/00 ---- ---- 12/00 ---- ---- ----------------------------------------------------------------------------- Results for Last Last 3 YTD Last 12 Last 3 Last 5 Month of Month Months Months Years Years