Custodial Account Number:
Custodian:
--None--
Fidelity
Schwab
Initial Market Value (approximate):
Strategy Type:
--None--
Core Bond
Core Bond ESG (excludes oil & gas, tobacco, weapons)
Tax-Conscious CA
Tax-Conscious CA ESG (excludes oil & gas, tobacco, weapons)
Tax-Conscious National
Tax-Conscious National ESG (excludes oil & gas, tobacco, weapons)
WTC Portfolio Manager Name*:
Form Submitted By*:
Account Last Name*
Account has client directed restriction?*:
--None--
Yes
No
Restrictions (select ALL that apply):
Asset class restrictions (e.g. preferred stocks)
Sector/industry restrictions (aside from common ESG restrictions (e.g. health care, financials)
Issuer restrictions (e.g. bonds issued by GE, bonds issued by state of CA)
Maturity restrictions (e.g. maximum maturity of 10 years)
Other (describe below)
Describe Restriction(s):*