Model Data

Last Update: 1.18.2022

Small Account Model- Moderate

PORTFOLIO MANAGER: Todd Lambert

todd@SUMMIT-FINANCIAL.COM

CASH

5%

ACWV

10%

PRWCX

35%

VUG

10%

FTSM

40%

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Summit Financial Wealth Advisors is independent of, and has no affiliation with, Schwab Wealth Investment Advisory, Inc. (“SWIA”), Charles Schwab & Co.,Inc. (“CS&Co”), or any of their affiliates (together, “Schwab”). Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Institutional
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advisory firms like Summit Financial Wealth Advisors. Summit Financial Wealth Advisors, not Schwab, is responsible for advising you on the Program, including recommending and selecting a portfolio appropriate for you and managing your portfolio on a discretionary basis. Your portfolio will be held in a brokerage account at CS&Co. “Institutional Intelligent Portfolios” is a trademark of Charles
Schwab & Co., Inc.

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Office: 337-232-1141

Fax: 337.232.1137

712 Celebrity Dr. Ruston, LA*

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Fax: 318-255-1005

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