Meridian Wealth Partners

Rebalance Worksheet

Client 100000001 · Primary account · as of 2026-07-03
Confidential — Prepared for Client
01 · Allocation Drift

Current vs Target

Total portfolio value $250,000 · rebalancing band ±3% · taxable account

SymbolDescriptionValueCurrentTargetDriftOver/UnderBand
INIT INITECH LTD COM $90,000 36.0% 30.0% +6.0% +$15,000 ⚠ outside band
GLOBX GLOBEX CORP COM $75,000 30.0% 30.0% 0.0% +$0 in band
ACME ACME INDUSTRIES INC COM $60,000 24.0% 30.0% -6.0% −$15,000 ⚠ outside band
FDRXX FIDELITY GOVERNMENT CASH RESERVES $25,000 10.0% 10.0% 0.0% +$0 in band
02 · Recommended Trades

Trade List

Sells $15,000 · Buys $15,000 · trades under $250 or inside the band are suppressed

ActionSymbolSharesRef PxAmountReasonTax Note
SELL INIT 150 $100.00 $15,000 Drift +6.0% vs 30.0% target Realizes ~$15,000 gain — confirm holding period
BUY ACME 125 $120.00 $15,000 Drift -6.0% vs 30.0% target No sale — no tax impact
03 · Commentary

Analyst Notes

The taxable account with a total market value of $250,000 is being rebalanced to ensure alignment with the target allocations. Two positions are outside of the 3% drift band, requiring adjustments. The INITECH LTD COM position is currently at 36% of the portfolio, exceeding its target allocation of 30% by 6%. To bring this back in line, we are selling 150 shares of INIT, which will realize a gain of approximately $15,000. It is essential to confirm the holding period to determine the tax implications of this sale.

Conversely, the ACME INDUSTRIES INC COM position is underweight at 24% compared to its target of 30%, representing a drift of -6%. To address this, we are buying 125 shares of ACME. This purchase does not involve selling any existing securities, so there will be no tax impact from this transaction. Directing new contributions to ACME could have also been considered as an alternative to buying, but given the current market conditions, the recommended trades are the most efficient way to rebalance the portfolio.

The GLOBEX CORP COM and FIDELITY GOVERNMENT CASH RESERVES positions are both at their target allocations, with no drift, and therefore do not require any adjustments at this time. After executing the recommended trades, the portfolio will be better aligned with its target allocations, and we will continue to monitor it to ensure it remains within the designated drift bands.

04 · Execution Blotter

Instruction download CSV ↓

MERIDIAN WEALTH PARTNERS — REBALANCE INSTRUCTION
═══════════════════════════════════════════════════════════════
Account:    Client 100000001
Date:       2026-07-03
AUM:        $250,000
Tax status: Taxable — mind gains and wash sales

───────────────────────────────────────────────────────────────
SELL ORDERS  (day, limit at last ±15 bps; no chasing)
───────────────────────────────────────────────────────────────
Ticker  Action      Shares        Ref Px        Amount
INIT    SELL           150       $100.00       $15,000
                                      ──────────
Total proceeds                 $15,000

───────────────────────────────────────────────────────────────
BUY ORDERS  (day, limit at last ±15 bps; no chasing)
───────────────────────────────────────────────────────────────
Ticker  Action      Shares        Ref Px        Amount
ACME    BUY            125       $120.00       $15,000
                                      ──────────
Total purchases                $15,000