LSA MODEL PORTFOLIO REVISION TRADE SCHEDULE

LSA will begin making revisions to many of the model portfolios over the next several weeks. Please note the date that the revisions will be posted to the website.

***ALL trade dates will be ONE WEEK later than the post date.

REVISIONS POSTED:

Tuesday, October 31^st: ETF and ETF TACTICAL models

Wednesday, November 1^st: Private Client Blended

Thursday, November 2^nd: Private Client Traditional

Friday, November 3^rd: Private Client

Monday, November 6^th: Bear Market Entry, Cautious Bear Plus, Private Client Less Than $100k, Private Client Income

**** Private Client Tax Efficient will NOT trade during Capital Gains season ***

Tuesday, November 7^th: American Funds, Fidelity, Vanguard

Wednesday, November 8^th: SRI: Socially Responsible

Thursday, November 9^th: DFA and DFA Blended

Friday, November 10^th: Jackson National Elite Access and VOYA Select Advantage

** The revision explanation will be posted to the LSA website tomorrow.

If you have any questions, please contact us and we’ll be happy to help.

The LSA Team