PDF Link / Code		re-Optimize
Initial Investment
Start Date
End Date
Advisor Fee
To Customize the Optimized Portfolio report
Client Name
Advisor Name
PORTFOLIO OBJECTIVE
Risk Model Aggressive Moderately Aggressive Moderate Moderately Conservative Conservative or		Minimum Return
		Maximum Std Deviation
		Minimum Yield
		Target S&P Correlation
CURRENT PORTFOLIO & LIMITS
Maximum Any Asset/Model
Maximum Number of Allocations

Style Boxes and Asset Classes Current Min Max Style Box Large Cap Core Large Cap Growth Large Cap Value Mid Cap Core Mid Cap Growth Mid Cap Value Small Cap Core Small Cap Growth Small Cap Value • All Style Box Current Min Max International Stock MSCI ACWI MSCI Emerging Markets • All International Current Min Max Sectors S&P Materials S&P Energy S&P Financial S&P Industrial S&P Technology S&P Consumer Staples S&P Utilities S&P Health Care S&P Consumer Discretionary iShares US Real Estate • All Sectors Current Min Max Income 20+ Year Treasury 1-3 Year Treasury High-Grade Bonds High-Yield Bonds Municipal Bonds Global Bonds TIPs Money Market GNMA % Fixed Rate % Fixed Rate • All Income Current Min Max Alternative US Dollar Commodities Gold Silver Short S&P 500 • All Alternative   • All Asset Classes   Current Min Max ETF/Stock Symbols • All ETFs/Stocks   Current Min Max Mutual Fund Symbols • All Mutual Funds

iQuant Models Current Min Max Market Cap & Style Box iQ Large Cap Growth Model iQ Large Cap Value Model iQ Mid Cap Growth Model iQ Mid Cap Value Model iQ Small Cap Growth Model iQ Small Cap Value Model iQ Large Cap Share Buyback Model iQ All Cap Share Buyback Model iQ Large Cap High Yield Model iQ All Cap High Yield Model iQ All Cap Smart Beta Model iQ S&P 500 Efficiency Model iQ S&P SMid Cap Efficiency Model iQ SMid Cap 10 Model • All Market Cap Current Min Max International Stock iQ International Buyback & Dividend Model iQ International Efficiency Model iQ International Titans Model iQ International ETF Rotation Model • All International Current Min Max Sectors & Super Sectors iQ Technology Model iQ Total Real Estate Model iQ S&P 500 Defensive Sector Model iQ Sensitive Super Sector Model iQ Cyclical Super Sector Model iQ Defensive Super Sector Model iQ Recession 10 Model iQ Nasdaq 10 Model iQ Sector ETF Allocation Model • All Sectors Current Min Max Income iQ Domestic Income Model iQ International Income Model iQ Global ETF Income Model iQ ETF Multi-Asset Income Model iQ Income ETF RORO Model • All Income Current Min Max Alternative / Multi-Asset iQ Risk On / Risk Off Model iQ Risk On / Risk Off ETF Model iQ All Cap Risk On Risk Off High Yield Model iQ All Assets RORO Rotation Model iQ All Assets RORO Rotation Model (No UGA and GBTC) iQ All Assets Hedge Model iQ All Assets ETF Model iQ All Assets ETF Model (no inverse) iQ ETF Inflation Hedge Model iQ ETF Recession Hedge Model iQ Monthly Long / Short Model • All Alternative Current Min Max Strategic-Rotational iQ Sector Rotation Model iQ ETF Sector Rotation Model iQ ETF Monthly Market Timing Model iQ 2x ETF Timing Model iQ ETF Momentum Model iQ Bat out of Hell (BoH) Model iQ Global Style Box Rotation Model iQ Share Buyback Screamers Model iQ ETF Style Box Rotation Model iQ Bulls of the Dow Model iQ Dividend Growth 10 Model iQ Greatest Hits Model iQ RSoP Portfolio iQ Equity ETF Growth Model iQ ETF Style Box Rotation Quarterly Model • All Strategic Current Min Max Theme-Based / Responsible iQ 40 Days (BRI) Model iQ 40 Days Large Cap Model iQ ESG 10 (Sustainable) Model • All Theme-Based / Responsible   • All iQ Models   • ETF-only Models • Stock Models   • Low Trading Models   • Potential Short/Inverse Models   • Large Cap Models • All Cap Models   • Monthly Models • Quarterly Models • Annual Models