Uber Technologies, Inc. 401(k) Plan

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PLAN FUNDS

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.

The table shows all the available investment options in the plan.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Vanguard Institutional Target Retirement 2035 Fund Institutional Shares	VITFX	C	U.S. All Cap	11	0%
Vanguard Institutional Target Retirement 2040 Fund Institutional Shares	VIRSX	C	U.S. All Cap	12	0%
Vanguard Institutional Target Retirement 2045 Fund Institutional Shares	VITLX	C	U.S. All Cap	13	0%
Vanguard Institutional Target Retirement 2060 Fund Institutional Shares	VILVX	C	U.S. All Cap	13	0%
Vanguard Institutional Target Retirement 2055 Fund Institutional Shares	VIVLX	C	U.S. All Cap	13	0%
Vanguard Institutional Target Retirement 2050 Fund Institutional Shares	VTRLX	C	U.S. All Cap	13	0%
Vanguard Chester Shs Vanguard Institutional Target Retirement 2065 Fund	VSXFX	C	U.S. All Cap	13	0%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Fidelity Total Market Index	FSKAX	C	U.S. All Cap	16	0.05%
Fidelity Mid Cap Index	FSMDX	C+	U.S. Mid Cap	16	0.04%
Fidelity Small Cap Index	FSSNX	C+	U.S. Small Cap	23	0.05%
Vanguard Institutional Target Retirement Income Fund Institutional Shares	VITRX	C	U.S. All Cap	5	0%
Vanguard Institutional Target Retirement 2015 Fund Institutional Shares	VITVX	C	U.S. Large Cap	5	0%
Vanguard Institutional Target Retirement 2020 Fund Institutional Shares	VITWX	C	U.S. All Cap	7	0%
Vanguard Institutional Target Retirement 2025 Fund Institutional Shares	VRIVX	C	U.S. All Cap	8	0%
Vanguard Institutional Target Retirement 2030 Fund Institutional Shares	VTTWX	C	U.S. All Cap	10	0%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-6	RNPGX	A--	U.S. All Cap - Growth	17	0.45%
Fidelity Contrafund Fund Class K	FCNKX	C--	U.S. Large Cap - Growth	19	0.56%
Carillon Eagle Small Cap Growth R6 Fund		D--	U.S. Small Cap - Growth	23	0.68%
U.S. Equities - Value
BlackRock Equity Dividend K	mkdvx	C++	U.S. All Cap - Value	16	0%
Fidelity Mid-Cap Stock Fund Class K	FKMCX	C++	U.S. Mid Cap - Value	18	0.65%
Victory Sycamore Established Value R6		B++	U.S. Mid Cap - Value	19	0.67%
DFA U.S. Targeted Value Portfolio Institutional Class	DFFVX	A++	U.S. Small Cap - Value	25	0.37%
Specialty
Fidelity Real Estate Index	FSRNX	C++	U.S. Real Estate	20	0.07%
Global & Intl. Equity
Fidelity International Index	FSPSX	B-	International Large Cap	14	0.06%
Fidelity Emerging Markets Index	FPADX	C	Emerging Markets	17	0.1%
Oakmark International Fund Class Institutional	OANIX	A	International Large Cap - Value	21	0%
Bonds
Fidelity Government Money Market		C	U.S. Cash / Money Market	0	0%
Vanguard Short-Term Bond Index Fund Admiral Shares	VBIRX	C-	U.S. Treasury - Short / Intermediate	1	0.1%
Metropolitan West Total Return Bond Fund Class I	MWTIX	B-	Bond - Multi Sector	3	0.4%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%
BlackRock High Yield Bond Portfolio Class K	BRHYX	B++	Bond - U.S. High Yield	4	0.54%

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