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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
$335K
Beginning value $296,110.06 $296,110.06
Deposits
Other deposits $3,000.00 $3,000.00
Income
Dividends $1,106.30 $1,106.30
$270K
Interest $460.96 $460.96
Total income $1,567.26 $1,567.26
Change in value $10,470.30 $10,470.30
Advisory fees ($583.88) ($583.88)
Ending value $310,563.74 $310,563.74
$205K
Summary of your holdings
Value of assets Percent of account
Cash and equivalents $6,211.28 2.0%
Mutual funds $270,384.56 87.1%
ETFs and closed-end funds $33,967.91 10.9% $140K
Ending value $310,563.74 100.0% Q4'15 Q1'16 Q2'16 Q3'16 Q4'16 Q1 2017
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, 2017 TO MAR 31, 2017 | 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) $6,211.28 $5,922.20 $289.08 $49.69 0.80%
Ameriprise Bank FSB Minneapolis MN
Total Cash and equivalents $6,211.28 $5,922.20 $289.08 $49.69
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 734.871 $55.47 $40,761.49 $38,864.44 $1,897.05 $29,958.22 $10,803.27 $47.08 0.12%
Columbia Contrarian Core Instl CL SMGIX 545.344 $46.72 $25,475.94 $24,290.28 $1,185.66 $18,733.06 $6,742.87 $141.77 0.56%
Loomis Sayles Growth CL Y LSGRX 736.475 $34.59 $25,475.94 $24,290.28 $1,185.66 $18,676.25 $6,799.69 $29.42 0.12%
Multi Mgr Value Strategies Instl CL CZMVX 1,221.084 $22.25 $27,174.32 $25,909.62 $1,264.70 $19,967.52 $7,206.81 $425.14 1.56%
Goldman Sachs GQG Partners Intl GSINX 703.303 $28.98 $20,380.74 $19,432.22 $948.52 $14,967.33 $5,413.41 $419.44 2.06%
MFS Intl Intrinsic Value CL I MINX 244.017 $62.64 $15,285.55 $14,574.17 $711.38 $11,222.36 $4,063.19 $274.45 1.80%
AllSpring Emerging Markets Eq Instl EMGNX 343.277 $34.63 $11,888.77 $11,335.46 $553.31 $8,728.52 $3,160.25 $153.54 1.29%
Multi Mgr Small Cap Equity Instl CL CZMSX 781.429 $21.73 $16,983.95 $16,193.51 $790.44 $12,483.16 $4,500.79 $107.00 0.63%
Fidelity Advisor Total Bond CL I FEPIX 2,772.978 $11.50 $31,884.55 $30,400.63 $1,483.92 $23,494.95 $8,389.60 $1,439.59 4.51%
Western Asset Interm Mun Bond CL I SBTYX 1,614.891 $10.77 $17,391.57 $16,582.16 $809.41 $12,781.04 $4,610.53 $567.92 3.27%
MainStay MacKay Tax Free Bond CL I MTBIX 1,557.983 $10.23 $15,942.27 $15,200.31 $741.96 $11,710.06 $4,232.21 $639.44 4.01%
Nuveen Ltd Term Mun Bond CL I FLTRX 1,254.251 $11.56 $14,492.98 $13,818.47 $674.51 $10,651.56 $3,841.42 $351.53 2.43%
AllSpring Short Term Mun Bond Instl WSBIX 726.693 $9.97 $7,246.49 $6,909.23 $337.26 $5,325.78 $1,920.71 $188.70 2.60%
Total Mutual funds $270,384.56 $257,800.78 $12,583.78 $198,699.81 $71,684.74 $4,785.03
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, 2017 TO MAR 31, 2017 | 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 102.346 $199.14 $20,380.74 $19,432.22 $948.52 $14,956.21 $5,424.53 $335.98 1.65%
iShares MSCI EAFE Value ETF EFV 218.009 $62.32 $13,587.17 $12,954.82 $632.35 $9,975.44 $3,611.72 $580.65 4.27%
Total ETFs and closed-end funds $33,967.91 $32,387.04 $1,580.87 $24,931.65 $9,036.26 $916.62
Total account holdings $310,563.74 $296,110.02 $14,453.72 $223,631.46 $80,721.00 $5,751.34
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, 2017
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, 2017 TO MAR 31, 2017 | 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 11.498 FEPIX 31.300 -$359.90
REINVEST DIV WESTERN ASSET INTERM MUN BOND CL I REINVEST AT 10.770 SBTYX 13.184 -$141.98
REINVEST DIV MAINSTAY MACKAY TAX FREE BOND CL I REINVEST AT 10.233 MTBIX 15.623 -$159.86
REINVEST DIV NUVEEN LTD TERM MUN BOND CL I REINVEST AT 11.555 FLTRX 7.605 -$87.88
REINVEST DIV ALLSPRING SHORT TERM MUN BOND INSTL REINVEST AT 9.972 WSBIX 4.731 -$47.17
Total Securities purchased -$796.79
Income
MAR/28/2017 DIVIDEND FIDELITY ADVISOR TOTAL BOND CL I MAR31 FEPIX $276.91
MAR/28/2017 DIVIDEND MAINSTAY MACKAY TAX FREE BOND CL I MAR31 MTBIX $123.00
MAR/28/2017 DIVIDEND ISHARES MSCI EAFE VALUE ETF MAR31 EFV $111.69
MAR/28/2017 DIVIDEND WESTERN ASSET INTERM MUN BOND CL I MAR31 SBTYX $109.24
MAR/28/2017 DIVIDEND MULTI MGR VALUE STRATEGIES INSTL CL MAR31 CZMVX $81.78
MAR/28/2017 DIVIDEND GOLDMAN SACHS GQG PARTNERS INTL MAR31 GSINX $80.68
MAR/28/2017 DIVIDEND NUVEEN LTD TERM MUN BOND CL I MAR31 FLTRX $67.62
MAR/28/2017 DIVIDEND VANGUARD MID CAP ETF MAR31 VO $64.63
MAR/28/2017 DIVIDEND MFS INTL INTRINSIC VALUE CL I MAR31 MINX $52.79
MAR/28/2017 DIVIDEND ALLSPRING SHORT TERM MUN BOND INSTL MAR31 WSBIX $36.30
MAR/28/2017 DIVIDEND ALLSPRING EMERGING MARKETS EQ INSTL MAR31 EMGNX $29.53
MAR/28/2017 DIVIDEND COLUMBIA CONTRARIAN CORE INSTL CL MAR31 SMGIX $27.27
MAR/28/2017 DIVIDEND MULTI MGR SMALL CAP EQUITY INSTL CL MAR31 CZMSX $20.58
MAR/31/2017 DIVIDEND AMERIPRISE INSURED MONEY MKT (AIMMA) MAR31 AIMMA $9.56
MAR/28/2017 DIVIDEND JPMORGAN LARGE CAP GROWTH CL I MAR31 SEEGX $9.06
MAR/28/2017 DIVIDEND LOOMIS SAYLES GROWTH CL Y MAR31 LSGRX $5.66
MAR/31/2017 INTEREST AMERIPRISE INSURED MONEY MARKET ACCOUNT MAR31 296,110 APYE 0.80% AIMMA $460.96
Total Income $1,567.26
Fees
FEE ASSET-BASED BILL VAL 296,110.06 JAN 01 THRU MAR 31, 2017 -$583.88
Asset-based fee rate changes communicated separately; contact your advisor for current fee rate information.
Total Fees -$583.88
Other activity
INTEREST REINVESTAMERIPRISE INSURED MONEY MARKET ACCOUNT AIMMA $460.96
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 $583.88
Additional information about your account
Your account remains invested in the Clearwater Active Portfolios strategy. For questions about your portfolio or financial plan, please contact your advisor. Account maintained by Clearwater Wealth Partners, Wayzata MN .
ALEX CHEN CLIENT ID: 0009 9946 0 001 SAM CHEN CLIENT ID: 0009 9947 0 001
GROUP ID: 9999 1120 9 001 JAN 01, 2017 TO MAR 31, 2017 | Page 4 of 4
