Wealthfront, 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%
Vanguard Total World Stock Index Fund Institutional Shares	VTWIX	C	U.S. All Cap	14	0.16%
Vanguard Total World Stock ETF	VT	C	U.S. All Cap	14	0.18%
Vanguard Growth and Income Fund Admiral Shares	VGIAX	C	U.S. Large Cap	15	0.26%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
Vanguard Total Stock Market Index Fund Admiral Shares	VTSAX	C	U.S. All Cap	16	0.05%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	C+	U.S. Mid Cap	16	0.09%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	B+	U.S. Small Cap	19	0.09%
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 Balanced Index Fund Admiral Shares	VBIAX	C	U.S. All Cap	9	0.09%
Vanguard Institutional Target Retirement 2030 Fund Institutional Shares	VTTWX	C	U.S. All Cap	10	0%
U.S. Equities - Growth
Vanguard Mid-Cap Growth Index Fund Admiral Shares	VMGMX	B-	U.S. Mid Cap - Growth	19	0.09%
Vanguard Explorer Fund Admiral Shares	VEXRX	A--	U.S. Small Cap - Growth	19	0.34%
Vanguard Growth Index Fund Admiral Shares	VIGAX	C--	U.S. Large Cap - Growth	20	0.09%
Vanguard Small-Cap Growth Index Fund Admiral Shares	VSGAX	C--	U.S. Small Cap - Growth	21	0%
Vanguard U.S Growth Fund Admiral Shares	VWUAX	D--	U.S. All Cap - Growth	24	0.31%
U.S. Equities - Value
Vanguard Equity-Income Fund Admiral Shares	VEIRX	C++	U.S. Mega Cap - Value	14	0.21%
Vanguard Windsor II Fund Admiral Shares	VWNAX	A++	U.S. Large Cap - Value	15	0.28%
Vanguard Small-Cap Value Index Fund Institutional Shares	VSIIX	B++	U.S. Small Cap - Value	22	0.08%
Vanguard Energy Index Fund Admiral Shares	VENAX	A++	U.S. Small Cap - Value	38	0.14%
Specialty
Vanguard REIT Index Fund Admiral Shares	VGSLX	B++	U.S. Real Estate	18	0.1%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	D++	International Small Cap	14	0.14%
Vanguard Developed Markets Index Fund Admiral Shares	VTMGX	A-	International Large Cap	14	0.09%
Vanguard International Value Fund Investor Shares	VTRIX	A	International Large Cap - Value	16	0.43%
Vanguard Emerging Markets Stock Index Fund Admiral Shares	VEMAX	C	Emerging Markets	17	0.15%
Vanguard International Growth Fund Admiral Shares	VWILX	B	Emerging Markets	21	0.35%
Bonds
Vanguard Federal Money Market Fund		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%
Vanguard Long-Term Treasury Fund Admiral Shares	VUSUX	C--	U.S. Treasury - Long	12	0.1%
Vanguard High-Yield Corporate Fund Admiral Shares	VWEAX	C++	Bond - U.S. High Yield	3	0.13%
Vanguard Total Bond Market Index Fund Admiral Shares	VBTLX	C-	Bond - Multi Sector	3	0.08%
Vanguard Inflation-Protected Securities Fund Admiral Shares	VAIPX	C+	U.S. Treasury - TIPS	4	0.1%
Vanguard Long-Term Investment-Grade Fund Admiral Shares	VWETX	A-	Bond - Multi Sector	9	0.12%
Other
Vanguard Dividend Appreciation Index Fund Investor Shares	VDAIX		Other	0	0.2%

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