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Replace with your info.'Investment Category 'Account ' Current Holdings ^Joe's Roth ^Joe's 401(k) ^Linda IRA ^Linda 401(k)' Revised Holdings^Target %5'SMI Stock Risk Category 5: International Stocks0'Target percentages should be based on your 'Fund name: xxxxxxxxxxxxxxx'Joe's Roth IRAЎ @1Ў @    4'chosen stock/bond allocation and the portfolio 'Fund name: xxxxxxxxxxxxxxx 'Linda's Rollover IRA ` @ @1  @     - 'mix suggested by SMI. For details see:  @ P /$C? B @ @ P ? B @4 '"5 Easy Steps to Start Investing the SMI Way.". 'The sample targets shown in Column R are2 'SMI's 2011 recommendations for an allocation '= 'SMI Stock Risk Category 4: SmallCompany/Growth Strategy '" 'of 80% stocks and 20% bonds. 'Fund name: xxxxxxxxxxxxxxx'Joe's 401(k) @ @1 @     'Fund name: xxxxxxxxxxxxxxx'Linda's Rollover IRA @1 @     'Fund name: xxxxxxxxxxxxxxx'Linda's 401(k) @1 @    '" @ P+?B @ Pa4?B@-'By experimenting with various buy/sell 0'numbers in Columns J-M, you can eventually0'arrive at percentages in Column Q that are'<'SMI Stock Risk Category 3: SmallCompany/Value Strategy '3'reasonably close to your targets in Column R.' 'Fund name: xxxxxxxxxxxxxxx'Linda's 401(k) @  '1 @    8'(They need not be exact. It can often be difficult 'Fund name: xxxxxxxxxxxxxxx'Joe's 401(k) @1 @    2'to hit the targets precisely due to minimums'"< @P_LJ?B @P ףp= ף?B@&'that can apply to transactions.)'='SMI Stock Risk Category 2: LargeCompany/Growth Strategy ' 'Fund name: xxxxxxxxxxxxxxx'Linda's Rollover IRA @ 1 @    1'The totals in Row 67 for Columns J-M should 'Fund name: xxxxxxxxxxxxxxx'Joe's 401(k) @1 @    1'be zero to show that the buys/sells in each'"p @PHP?B @P?߾?B@'account balance out. '< 'SMI Stock Risk Category 1: LargeCompany/Value Strategy ' !'Fund name: xxxxxxxxxxxxxxx!'Linda's Rollover IRA! @! @1! @!! ! ! ! "'""" @ "P"GzG?"B" @ "P"(\?"B"@$%'Total Invest-By-Owning Portion%@#P%]m{?%B%" Revised Holdings%@@$P%?%B%@ "P('?('SMI Fixed Income Risk Category: Inflation-Protected Bonds( ')')'Vanguard TIPS Bond Fund)'Joe's 401(k))) @ @1)@ @)) ) ) ) *'*"*(*P**B*@ @(*P*?*B*@,'7,'SMI Fixed Income Risk Category: Medium-Term Bonds, '&-'Vanguard Intermediate Bond Index-'Joe's 401(k)- @- 1-@ @-- - - - .'.". @,.P.A`"?.B.@ @,.P.?.B.@1'61'SMI Fixed Income Risk Category: Short-Term Bonds1 '$2'Vanguard Short-term Bond Index2'Linda's Rollover IRA2 @2 12@ @22 2 2 2 3'3"3 @13P3):H?3B3@ @13P3?3B3@%6'Total Invest-By-Lending Portion6@ @'4P6F%u?6B6@ @'4P6?6B6@)4P 9'Cash:'Linda's Roth IRA:#::: : ;'Joe's Roth IRA;#;;; ; >'Total Cash Portion>4=P>>B> ^>4=P>>BB'Total Portfolio Value#BP@%6>#B?%6>B  ? PB  ? PB  ? PB  ? 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