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Only Include Securities With Buys and Sells

Only include securities with buys and sells controls which securities appear in the Rebalance Summary Details PDF report by limiting securities shown to only those with recommended buys and sells or showing all securities.

• Selected.When selected, only securities with recommenced buys and sells appear on the report.

  

• Cleared.When cleared, all securities will appear on the report, regardless of whether or not there are recommended buys or sells.

  

For more information about creating PDF reports, see Understanding PDF Reports.