PDF Version Thank you for your continued trust and confidence. We would like to inform you that we have made some changes in

PDF Version Thank you for your continued trust and confidence. We would like to inform you that we have made some changes in

PDF Version Thank you for your continued trust and confidence. We would like to inform you that we have made some changes to

PDF Version Thank you for your continued trust and confidence. We would like to inform you that we made some changes to Liberty

PDF Version Thank you for your continued trust and confidence. We would like to inform you that we made some changes in Liberty

Thank you for your continued trust and confidence. We would like to inform you that we have made some changes to the Tactical

PDF Version Thank you for your continued trust and confidence. We would like to inform you that we have made some changes to

  PDF Version Thank you for your continued trust and confidence. We would like to inform you that we recently made some changes

  PDF Version Thank you for your continued trust and confidence. We would like to inform you that we made several changes to

PDF Version Thank you for your continued trust and confidence. We would like to inform you that we placed some trades in the

PDF Version Thank you for your continued trust and confidence. We would like to inform you some trade changes in the CAPSTONE portfolio.

PDF Version Thank you for your continued trust and confidence. We would like to inform you that we placed some trades in the

PDF Version Thank you for your continued trust and confidence. We would like to inform you a recent trade that we made in

PDF Version Our Investment Committee has recently made adjustments in our Tactical Income Solution, Tactical Growth Solution, and Spectrum portfolios. You may be

PDF Version Replacing General Electric with Honeywell International General Electric has been a focal point of discussion within our investment committee for more

PDF Version Replacing Welltower with CyrusOne, Inc With senior housing comprising one of the largest segments of Welltower’s properties portfolio, the REIT company

PDF Version Improving Credit Quality After careful research, our investment committee has chosen to replace the Invesco Oppenheimer Senior Floating Rate fund (OOSAX)

PDF Version Introducing Envestnet and Tenable Holdings After careful review of your holdings in your Liberty One CAPSTONE portfolio, our committee has decided

PDF Version Replacing Cambrex Corporation Cambrex Corporation (CBM), a small market cap healthcare holding within your CAPSTONE portfolio recently received a buyout offer

PDF Version Replacing Schlumberger & Telefonica After careful review of the holdings in your Liberty One CAPSTONE portfolio, our investment committee has chosen

PDF Version Introducing Cardinal Health, Inc. After careful review of Bristol Myers-Squibb, a holding in the Tactical Income Solution, Tactical Growth Solution, and

PDF Version Eli Lilly, Elanco Exchange Offer Elanco was the Animal Health division that was spun-off from Eli Lilly (LLY) in September 2018

PDF Version Replacing Activision-Blizzard After careful review of the holdings in your CAPSTONE portfolio, our investment committee has decided to upgrade your portfolio

PDF Version SMART Went Back to School As market dynamics continue to evolve and change, our investment committee has chosen to make upgrades

PDF Version Replacing Campbell’s Soup Given the continued uncertainty surrounding Campbell Soup’s future business model and board composition, coupled with high debt levels

PDF Version Replacing Campbell’s Soup Given the continued uncertainty surrounding Campbell Soup’s future business model and board composition, coupled with high debt levels

PDF Version Replacing Campbell’s Soup Given the continued uncertainty surrounding Campbell Soup’s future business model and board composition, coupled with high debt levels

PDF Version Replacing Andeavor In April, Marathon Oil Corporation (MRO) announced it would be merging with Andeavor (ANDV), a holding in your CAPSTONE

PDF Version Dr. Pepper Snapple Group Merger On July 10th, Dr. Pepper Snapple Group completed its merger with Keurig Mountain, the makers of

PDF Version Dr. Pepper Snapple Group Merger On July 10th, Dr. Pepper Snapple Group completed its merger with Keurig Mountain, the makers of

PDF Version Replacing General Mills We chose to replace General Mills, Inc. with Hormel Foods. General Mills, known for producing consumer foods such