MPDE

bmurphy 2/18/2012 1:25:59 PM
2/18/12 - added a few funds to round out the entire plan. Plan is exactly complete as of today.

bmurphy 9/18/2012 2:58:57 PM
9/18/12 - plan is up to date as of 9/18/12. Added a handful of American Century LiveStrong target date funds.

bmurphy 1/28/2013 9:52:04 AM
1/27/13 - removing a number of American Century Livestrong funds. All but 2025 is being removed, as they are no longer in the plan.

bmurphy 1/14/2014 10:22:46 AM
Removed American Century Zero Coupon 2015 & RS Natural Resources A as they are no longer in the plan.

bmurphy 8/28/2015 11:49:38 AM
Replaced all funds offered through the Expertplan platform with the investment options available through ForUsAll (Lincoln Trust).

Name	Ticker	Action	Date
AMG Managers Montag & Caldwell Growth Fund Class N	MCGFX	was removed by bmurphy	8/28/2015
Vanguard Target Retirement 2060 Fund Investor Shares	VTTSX	was added by bmurphy	8/28/2015	Remove
Vanguard Target Retirement 2055 Fund Investor Shares	VFFVX	was added by bmurphy	8/28/2015	Remove
Vanguard Target Retirement 2050 Fund Investor Shares	VFIFX	was added by bmurphy	8/28/2015	Remove
Vanguard Target Retirement 2045 Fund Investor Shares	VTIVX	was added by bmurphy	8/28/2015	Remove
Vanguard Target Retirement 2040 Fund Investor Shares	VFORX	was added by bmurphy	8/28/2015	Remove
Vanguard Target Retirement 2035 Fund Investor Shares	VTTHX	was added by bmurphy	8/28/2015	Remove
Vanguard Target Retirement 2030 Fund Investor Shares	VTHRX	was added by bmurphy	8/28/2015	Remove
Vanguard Target Retirement 2025 Fund Investor Shares	VTTVX	was added by bmurphy	8/28/2015	Remove
Vanguard Target Retirement 2020 Fund Investor Shares	VTWNX	was added by bmurphy	8/28/2015	Remove
Vanguard Target Retirement 2015 Fund Investor Shares	VTXVX	was added by bmurphy	8/28/2015	Remove
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	was added by bmurphy	8/28/2015	Remove
Vanguard Short-Term Bond Index Fund Admiral Shares	VBIRX	was added by bmurphy	8/28/2015	Remove
Vanguard Target Retirement Income Fund Investor Shares	VTINX	was added by bmurphy	8/28/2015	Remove
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	was added by bmurphy	8/28/2015	Remove
Vanguard Total Stock Market Index Fund Admiral Shares	VTSAX	was added by bmurphy	8/28/2015	Remove
Vanguard 500 Index Fund Admiral Class	VFIAX	was added by bmurphy	8/28/2015	Remove
Vanguard Total Bond Market Index Fund Admiral Shares	VBTLX	was added by bmurphy	8/28/2015	Remove
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	was added by bmurphy	8/28/2015	Remove
Thornburg Value Fund Class R5	TVRRX	was removed by bmurphy	8/28/2015
Prudential Jennison 20/20 Focus Fund Class Z	PTWZX	was removed by bmurphy	8/28/2015
Invesco Charter Fund Class A	CHTRX	was removed by bmurphy	8/28/2015
PIMCO Total Return Fund Class A	PTTAX	was removed by bmurphy	8/28/2015
Franklin High Income Fund Class R	FHIRX	was removed by bmurphy	8/28/2015
Oppenheimer Gold & Special Minerals Fund Class A	OPGSX	was removed by bmurphy	8/28/2015
Oppenheimer Developing Markets Fund Class A	ODMAX	was removed by bmurphy	8/28/2015
Franklin Conservative Allocation Fund Class R	FTCRX	was removed by bmurphy	8/28/2015
Rydex Inverse S&P 500 Strategy Fund Investor Class	RYURX	was removed by bmurphy	8/28/2015
Federated Kaufmann Fund Class A Shares	KAUAX	was removed by bmurphy	8/28/2015
Kinetics Paradigm Fund Advisor Class A	KNPAX	was removed by bmurphy	8/28/2015
American Century Zero Coupon 2025 Fund Investor Class	BTTRX	was removed by bmurphy	8/28/2015
American Century Zero Coupon 2020 Fund Investor Class	BTTTX	was removed by bmurphy	8/28/2015
Columbia Value and Restructuring Fund Class Z	UMBIX	was removed by bmurphy	8/28/2015
US Cash / Money Market	USCASH	was removed by bmurphy	8/28/2015
Permanent Portfolio Permanent Portfolio Class I	PRPFX	was removed by bmurphy	8/28/2015
Baron Small Cap Fund Retail Class	BSCFX	was removed by bmurphy	8/28/2015
American Century Investments One Choice 2025 Portfolio R Class	ARWRX	was removed by bmurphy	8/28/2015
Victory Global Natural Resources Fund Class A	RSNRX	was removed by bmurphy	1/14/2014
American Century Zero Coupon 2015 Fund Investor Class	BTFTX	was removed by bmurphy	1/14/2014
American Century Investments One Choice 2020 Portfolio R Class	ARBRX	was removed by bmurphy	1/28/2013
American Century One Choice 2015 Portfolio R Class	ARFRX	was removed by bmurphy	1/28/2013
American Century Investments One Choice 2030 Portfolio R Class	ARCRX	was removed by bmurphy	1/28/2013
American Century Investments One Choice 2035 Portfolio R Class	ARYRX	was removed by bmurphy	1/28/2013
American Century Investments One Choice 2040 Portfolio R Class	ARDRX	was removed by bmurphy	1/28/2013
American Century Investments One Choice 2045 Portfolio R Class	ARORX	was removed by bmurphy	1/28/2013
American Century Investments One Choice 2050 Portfolio R Class	ARFWX	was removed by bmurphy	1/28/2013
American Century Investments One Choice 2055 Portfolio R Class	AREOX	was removed by bmurphy	1/28/2013
American Century Investments One Choice 2055 Portfolio R Class	AREOX	was added by bmurphy	9/18/2012
American Century Investments One Choice 2050 Portfolio R Class	ARFWX	was added by bmurphy	9/18/2012
American Century Investments One Choice 2045 Portfolio R Class	ARORX	was added by bmurphy	9/18/2012
American Century Investments One Choice 2040 Portfolio R Class	ARDRX	was added by bmurphy	9/18/2012
American Century Investments One Choice 2035 Portfolio R Class	ARYRX	was added by bmurphy	9/18/2012
American Century Investments One Choice 2030 Portfolio R Class	ARCRX	was added by bmurphy	9/18/2012
American Century Investments One Choice 2025 Portfolio R Class	ARWRX	was added by bmurphy	9/18/2012
American Century One Choice 2015 Portfolio R Class	ARFRX	was added by bmurphy	9/18/2012
American Century Investments One Choice 2020 Portfolio R Class	ARBRX	was added by bmurphy	9/18/2012
American Century Investments One Choice 2025 Portfolio Investor Class	ARWIX	was removed by bmurphy	9/18/2012
American Century Investments One Choice 2025 Portfolio Investor Class	ARWIX	was added by bmurphy	2/18/2012
Baron Small Cap Fund Retail Class	BSCFX	was added by bmurphy	2/18/2012
Permanent Portfolio Permanent Portfolio Class I	PRPFX	was added by bmurphy	2/18/2012
Fidelity Investments Money Market Funds Money Market Portfolio Class I	FMPXX	was removed by bmurphy	2/18/2012
US Cash / Money Market	USCASH	was added by bmurphy	2/18/2012
Victory Global Natural Resources Fund Class A	RSNRX	was added by bmurphy	11/8/2011
Federated Kaufmann Fund Class A Shares	KAUAX	was added by bmurphy	11/8/2011
Kinetics Paradigm Fund Advisor Class A	KNPAX	was added by bmurphy	11/8/2011
American Century Zero Coupon 2025 Fund Investor Class	BTTRX	was added by bmurphy	11/8/2011
American Century Zero Coupon 2020 Fund Investor Class	BTTTX	was added by bmurphy	11/8/2011
American Century Zero Coupon 2015 Fund Investor Class	BTFTX	was added by bmurphy	11/8/2011
Columbia Value and Restructuring Fund Class Z	UMBIX	was added by bmurphy	11/8/2011
Thornburg Value Fund Class R5	TVRRX	was added by bmurphy	11/8/2011
AMG Managers Montag & Caldwell Growth Fund Class N	MCGFX	was added by bmurphy	11/8/2011
Prudential Jennison 20/20 Focus Fund Class Z	PTWZX	was added by bmurphy	11/8/2011
Invesco Charter Fund Class A	CHTRX	was added by bmurphy	11/8/2011
PIMCO Total Return Fund Class A	PTTAX	was added by bmurphy	11/8/2011
Franklin High Income Fund Class R	FHIRX	was added by bmurphy	11/8/2011
Oppenheimer Gold & Special Minerals Fund Class A	OPGSX	was added by bmurphy	11/8/2011
Oppenheimer Developing Markets Fund Class A	ODMAX	was added by bmurphy	11/8/2011
Franklin Conservative Allocation Fund Class R	FTCRX	was added by bmurphy	11/8/2011
Rydex Inverse S&P 500 Strategy Fund Investor Class	RYURX	was added by bmurphy	11/8/2011
Fidelity Investments Money Market Funds Money Market Portfolio Class I	FMPXX	was added by bmurphy	11/8/2011