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Clearwater Wealth Partners
clearwaterwealthpartners.com
Clearwater Active Portfolios
Account #: 0000 NWWP 2016 1 001
ALEX CHEN SAM CHEN TOD
Investment time frame: 11+ years; Risk tolerance: Moderate/Aggressive; Investment objective: Growth With Income; Liquidity needs: 1–6 Years
Strategy: ACTIVE DF MOD AGG TS
Value of your account Value of your account over time
This period This year
$277K
Beginning value $246,318.00 $246,318.00
Deposits
Other deposits $3,000.00 $3,000.00
Income
Dividends $927.05 $927.05
$231K
Interest $386.27 $386.27
Total income $1,313.32 $1,313.32
Change in value $6,134.37 $6,134.37
Advisory fees ($489.28) ($489.28)
Ending value $256,276.41 $256,276.41
$186K
Summary of your holdings
Value of assets Percent of account
Cash and equivalents $5,125.53 2.0%
Mutual funds $223,120.64 87.1%
ETFs and closed-end funds $28,030.24 10.9% $140K
Ending value $256,276.41 100.0% Q4'15 Q1 2016
Value of your account
Why Clearwater Wealth Partners?
At Clearwater Wealth Partners, we believe disciplined, long-term investing is the foundation of lasting financial security. We are committed to aligning every decision with your goals,
values, and the life you want to build.
Summary of your realized gains and losses
This period This year
Investment long term gain/loss $0.00 $0.00
Net mutual fund gains and losses $0.00 $0.00
"Investment" includes all non-mutual fund security types with reportable gain/loss information. Gain/Loss amounts are not a measure of investment return or performance.
ALEX CHEN CLIENT ID: 0009 9946 0 001 SAM CHEN CLIENT ID: 0009 9947 0 001
GROUP ID: 9999 1120 9 001 JAN 01, 2016 TO MAR 31, 2016 | Page 1 of 4

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Clearwater Wealth Partners
clearwaterwealthpartners.com
Clearwater Active Portfolios (continued) Account #: 0000 NWWP 2016 1 001
Your holdings
Description Ending value Ending value Net change Est. Annual Yield
Cash and equivalents
this period last period this period Income
Ameriprise Insured Money Market (AIMMA) $5,125.53 $4,926.36 $199.17 $15.38 0.30%
Ameriprise Bank FSB Minneapolis MN
Total Cash and equivalents $5,125.53 $4,926.36 $199.17 $15.38
Description Symbol/ Quantity Market Ending value Ending value Net change Total cost Unrealized Est. Annual Yield
CUSIP price this period last period this period basis gain/loss Income
Mutual Funds
JPMorgan Large Cap Growth CL I SEEGX 723.662 $46.48 $33,636.28 $32,329.24 $1,307.04 $26,953.97 $6,682.31 $37.00 0.11%
Columbia Contrarian Core Instl CL SMGIX 534.966 $39.30 $21,022.68 $20,205.78 $816.90 $16,854.49 $4,168.19 $111.42 0.53%
Loomis Sayles Growth CL Y LSGRX 725.241 $28.99 $21,022.68 $20,205.78 $816.90 $16,803.37 $4,219.30 $23.12 0.11%
Multi Mgr Value Strategies Instl CL CZMVX 1,175.052 $19.08 $22,424.18 $21,552.83 $871.35 $17,965.15 $4,459.03 $334.12 1.49%
Goldman Sachs GQG Partners Intl GSINX 674.195 $24.95 $16,818.14 $16,164.61 $653.53 $13,466.39 $3,351.75 $329.64 1.96%
MFS Intl Intrinsic Value CL I MINX 233.918 $53.92 $12,613.61 $12,123.46 $490.15 $10,096.98 $2,516.63 $215.69 1.71%
AllSpring Emerging Markets Eq Instl EMGNX 331.608 $29.58 $9,810.58 $9,429.37 $381.21 $7,853.21 $1,957.37 $120.67 1.23%
Multi Mgr Small Cap Equity Instl CL CZMSX 763.618 $18.35 $14,015.11 $13,470.52 $544.59 $11,231.34 $2,783.77 $84.09 0.60%
Fidelity Advisor Total Bond CL I FEPIX 2,355.161 $11.17 $26,311.05 $25,288.65 $1,022.40 $21,138.85 $5,172.20 $1,131.37 4.30%
Western Asset Interm Mun Bond CL I SBTYX 1,363.686 $10.52 $14,351.48 $13,793.81 $557.67 $11,499.34 $2,852.13 $446.33 3.11%
MainStay MacKay Tax Free Bond CL I MTBIX 1,315.630 $10.00 $13,155.52 $12,644.32 $511.20 $10,535.76 $2,619.76 $502.54 3.82%
Nuveen Ltd Term Mun Bond CL I FLTRX 1,055.082 $11.34 $11,959.57 $11,494.84 $464.73 $9,583.41 $2,376.16 $276.27 2.31%
AllSpring Short Term Mun Bond Instl WSBIX 608.953 $9.82 $5,979.78 $5,747.42 $232.36 $4,791.71 $1,188.07 $148.30 2.48%
Total Mutual funds $223,120.64 $214,450.63 $8,670.01 $178,773.97 $44,346.67 $3,760.57
Holdings continued on next page fi
ALEX CHEN CLIENT ID: 0009 9946 0 001 SAM CHEN CLIENT ID: 0009 9947 0 001
GROUP ID: 9999 1120 9 001 JAN 01, 2016 TO MAR 31, 2016 | Page 2 of 4

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Clearwater Wealth Partners
clearwaterwealthpartners.com
Clearwater Active Portfolios (continued) Account #: 0000 NWWP 2016 1 001
Your holdings (contDinesucreipdti)on Symbol/ Quantity Market Ending value Ending value Net change Total cost Unrealized Est. Annual Yield
CUSIP price this period last period this period basis gain/loss Income
ETFs and closed-end funds
Vanguard Mid Cap ETF VO 100.398 $167.51 $16,818.14 $16,164.61 $653.53 $13,456.38 $3,361.76 $264.04 1.57%
iShares MSCI EAFE Value ETF EFV 208.986 $53.65 $11,212.10 $10,776.41 $435.69 $8,975.10 $2,237.00 $456.33 4.07%
Total ETFs and closed-end funds $28,030.24 $26,941.02 $1,089.22 $22,431.48 $5,598.76 $720.38
Total account holdings $256,276.41 $246,318.01 $9,958.40 $201,205.45 $49,945.43 $4,496.32
¹ Total cost basis reflects the amount invested 'out-of-pocket' over time plus reinvested earnings.
² Ameriprise Insured Money Market Account (AIMMA) deposits are FDIC-insured with applicable limits.
n Ending value amounts for Your holdings represent information posted as of trade date.
MULTI MANAGER VALUE STRATEGIES INSTL CL (CZMVX) target allocation:
DIAMOND HILL CAPITAL MANAGEMENT INC. 35% DIMENSIONAL FUND ADVISORS L.P. 35% COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC 30%
Asset allocation as of Mar 31, 2016
46% 22% 30%
Domestic Equity International Eq. Fixed Income Cash
ALEX CHEN CLIENT ID: 0009 9946 0 001 SAM CHEN CLIENT ID: 0009 9947 0 001
GROUP ID: 9999 1120 9 001 JAN 01, 2016 TO MAR 31, 2016 | Page 3 of 4

Online security guarantee | Customer service
Clearwater Wealth Partners
clearwaterwealthpartners.com
Clearwater Active Portfolios (continued) Account #: 0000 NWWP 2016 1 001
Your account activity
Date Transaction Description Symbol/ Quantity Price Amount
CUSIP
Trade activity
Securities purchased (reinvested dividends)
REINVEST DIV FIDELITY ADVISOR TOTAL BOND CL I REINVEST AT 11.172 FEPIX 25.318 -$282.84
REINVEST DIV WESTERN ASSET INTERM MUN BOND CL I REINVEST AT 10.524 SBTYX 10.603 -$111.58
REINVEST DIV MAINSTAY MACKAY TAX FREE BOND CL I REINVEST AT 9.999 MTBIX 12.564 -$125.64
REINVEST DIV NUVEEN LTD TERM MUN BOND CL I REINVEST AT 11.335 FLTRX 6.093 -$69.07
REINVEST DIV ALLSPRING SHORT TERM MUN BOND INSTL REINVEST AT 9.820 WSBIX 3.775 -$37.07
Total Securities purchased -$626.20
Income
MAR/28/2016 DIVIDEND FIDELITY ADVISOR TOTAL BOND CL I MAR31 FEPIX $233.27
MAR/28/2016 DIVIDEND MAINSTAY MACKAY TAX FREE BOND CL I MAR31 MTBIX $103.61
MAR/28/2016 DIVIDEND ISHARES MSCI EAFE VALUE ETF MAR31 EFV $94.09
MAR/28/2016 DIVIDEND WESTERN ASSET INTERM MUN BOND CL I MAR31 SBTYX $92.02
MAR/28/2016 DIVIDEND MULTI MGR VALUE STRATEGIES INSTL CL MAR31 CZMVX $68.89
MAR/28/2016 DIVIDEND GOLDMAN SACHS GQG PARTNERS INTL MAR31 GSINX $67.96
MAR/28/2016 DIVIDEND NUVEEN LTD TERM MUN BOND CL I MAR31 FLTRX $56.96
MAR/28/2016 DIVIDEND VANGUARD MID CAP ETF MAR31 VO $54.44
MAR/28/2016 DIVIDEND MFS INTL INTRINSIC VALUE CL I MAR31 MINX $44.47
MAR/28/2016 DIVIDEND ALLSPRING SHORT TERM MUN BOND INSTL MAR31 WSBIX $30.58
MAR/28/2016 DIVIDEND ALLSPRING EMERGING MARKETS EQ INSTL MAR31 EMGNX $24.88
MAR/28/2016 DIVIDEND COLUMBIA CONTRARIAN CORE INSTL CL MAR31 SMGIX $22.97
MAR/28/2016 DIVIDEND MULTI MGR SMALL CAP EQUITY INSTL CL MAR31 CZMSX $17.34
MAR/28/2016 DIVIDEND JPMORGAN LARGE CAP GROWTH CL I MAR31 SEEGX $7.63
MAR/28/2016 DIVIDEND LOOMIS SAYLES GROWTH CL Y MAR31 LSGRX $4.77
MAR/31/2016 DIVIDEND AMERIPRISE INSURED MONEY MKT (AIMMA) MAR31 AIMMA $3.17
MAR/31/2016 INTEREST AMERIPRISE INSURED MONEY MARKET ACCOUNT MAR31 246,318 APYE 0.30% AIMMA $386.27
Total Income $1,313.32
Fees
FEE ASSET-BASED BILL VAL 246,318.00 JAN 01 THRU MAR 31, 2016 -$489.28
Asset-based fee rate changes communicated separately; contact your advisor for current fee rate information.
Total Fees -$489.28
Other activity
INTEREST REINVESTAMERIPRISE INSURED MONEY MARKET ACCOUNT AIMMA $386.27
An investment in money market funds is not insured or guaranteed by the FDIC or any other government agency.
Your cash sweep activity
Date Transaction Description Amount
SALE AMERIPRISE INSURED MONEY MARKET ACCOUNT $489.28
Additional information about your account
This is your first quarterly statement as a Clearwater Wealth Partners client. Your account is invested in the Active Portfolios Moderate/Aggressive Growth strategy per your Investment Policy Statement dated January 2016. Target allocation: 70% equity / 30% fixed income.
ALEX CHEN CLIENT ID: 0009 9946 0 001 SAM CHEN CLIENT ID: 0009 9947 0 001
GROUP ID: 9999 1120 9 001 JAN 01, 2016 TO MAR 31, 2016 | Page 4 of 4
