Provision Asset - Portfolio Change Client Approval This is a form for the client to approve. Once approved the Portfolio Change Request Workflow Seed can be submitted. Client Name* First Last Email* Your Advisor* Casey Short Jay Beerley Tony Rizzo David McEntire The Last Four Digits of Your Account Number* Your New Portfolio Strategy - BlackRock BlackRock Target Allocation ETF 0/100 BlackRock Target Allocation ETF 10/90 BlackRock Target Allocation ETF 20/80 BlackRock Target Allocation ETF 30/70 BlackRock Target Allocation ETF 40/60 BlackRock Target Allocation ETF 50/50 BlackRock Target Allocation ETF 60/40 BlackRock Target Allocation ETF 70/30 BlackRock Target Allocation ETF 80/20 BlackRock Target Allocation ETF 90/10 BlackRock Target Allocation ETF 100/0 Your New Portfolio Strategy - State Street State Street Strategic Asset Allocation ETF Conservative State Street Strategic Asset Allocation ETF Moderate Conservative State Street Strategic Asset Allocation ETF Moderate State Street Strategic Asset Allocation ETF Moderate Growth State Street Strategic Asset Allocation ETF Growth State Street Strategic Asset Allocation ETF Maximum Growth Your New Portfolio Strategy - Real Estate Holdings Griffin Capital Institutional Access Real Estate Fund FS Credit Real Estate Income Trust ETF Blend Real Estate Allocation PercentagesYour New Portfolio Strategy - iShares Core iShares Core Conservative Allocation ETF iShares Core Moderate Allocation ETF iShares Core Growth Allocation ETF iShares Core Aggressive Allocation ETF Accounts less than $15,000Your New Portfolio Strategy - Sector Portfolio Provision Asset Sector Portfolio Account balances over $50,000
