Lipman Hearne, Inc. Savings Plan & Trust

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The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice: Name Ticker Action Date   Vanguard Total International Stock Index Fund Investor Shares VGTSX was removed by iamajunior 3/26/2018 American Funds EuroPacific Growth Fund Class R-5 RERFX was removed by iamajunior 3/26/2018 American Funds The Growth Fund of America Class R-5 RGAFX was removed by iamajunior 3/26/2018 MFS Value Fund Class I MEIIX was removed by iamajunior 3/26/2018 Vanguard REIT Index Fund Admiral Shares VGSLX was added by iamajunior 3/26/2018 Remove Vanguard Total International Stock Index Fund Admiral Shares VTIAX was added by iamajunior 3/26/2018 Remove Oppenheimer Developing Markets Fund Class A ODMAX was removed by iamajunior 3/26/2018 MFS Value Fund Class I MEIIX was added by iamajunior 8/28/2016 American Funds 2020 Target Date Retirement Fund Class R-5 RECTX was added by iamajunior 8/28/2016 Remove American Funds The Growth Fund of America Class R-5 RGAFX was added by iamajunior 8/28/2016 PIMCO Total Return Fund Class D PTTDX was added by iamajunior 8/28/2016 Remove American Funds EuroPacific Growth Fund Class R-5 RERFX was added by iamajunior 8/28/2016 Oppenheimer Developing Markets Fund Class A ODMAX was added by iamajunior 8/28/2016 American Funds 2040 Target Date Retirement Fund Class R-5 REGTX was removed by iamajunior 7/1/2015 American Funds 2030 Target Date Retirement Fund Class R-5 REETX was removed by iamajunior 7/1/2015 MFS Value Fund Class I MEIIX was removed by iamajunior 7/1/2015 Oppenheimer Developing Markets Fund Class A ODMAX was removed by iamajunior 7/1/2015 PIMCO Total Return Fund Class D PTTDX was removed by iamajunior 7/1/2015 Remove American Funds 2020 Target Date Retirement Fund Class R-5 RECTX was removed by iamajunior 7/1/2015 Remove Dreyfus Discovery C FDICX was removed by iamajunior 7/1/2015 American Funds The Growth Fund of America Class R-5 RGAFX was removed by iamajunior 7/1/2015 American Funds EuroPacific Growth Fund Class R-5 RERFX was removed by iamajunior 7/1/2015 American Funds 2055 Target Date Retirement Fund Class R-6 RFKTX was added by iamajunior 7/1/2015 Remove American Funds 2050 Target Date Retirement Fund Class R-6 RFITX was added by iamajunior 7/1/2015 Remove American Funds 2045 Target Date Retirement Fund Class R-6 RFHTX was added by iamajunior 7/1/2015 Remove American Funds 2040 Target Date Retirement Fund Class R-6 RFGTX was added by iamajunior 7/1/2015 Remove American Funds 2035 Target Date Retirement Fund Class R-6 RFFTX was added by iamajunior 7/1/2015 Remove American Funds 2030 Target Date Retirement Fund Class R-6 RFETX was added by iamajunior 7/1/2015 Remove American Funds 2025 Target Date Retirement Fund Class R-6 RFDTX was added by iamajunior 7/1/2015 Remove American Funds 2020 Target Date Retirement Fund Class R-6 RRCTX was added by iamajunior 7/1/2015 Remove Vanguard Total Bond Market Index Fund Admiral Shares VBTLX was added by iamajunior 7/1/2015 Remove PIMCO Total Return Fund Institutional Class PTTRX was added by iamajunior 7/1/2015 Remove Fidelity Strategic Income Fund FSICX was added by iamajunior 7/1/2015 Remove Vanguard Total International Stock Index Fund Investor Shares VGTSX was added by iamajunior 7/1/2015 Vanguard 500 Index Fund Admiral Class VFIAX was added by iamajunior 7/1/2015 Remove Parnassus Mid Cap Fund PARMX was added by iamajunior 7/1/2015 Remove Oppenheimer Developing Markets Fund Class Y ODVYX was added by iamajunior 7/1/2015 Remove MFS Value Fund Class R6 MEIKX was added by iamajunior 7/1/2015 Remove Calvert U.S. Large Cap Core Responsible Index Fund Class I CISIX was added by iamajunior 7/1/2015 Remove American Funds The Growth Fund of America Class R-6 RGAGX was added by iamajunior 7/1/2015 Remove American Funds EuroPacific Growth Fund Class R-6 RERGX was added by iamajunior 7/1/2015 Remove American Funds 2040 Target Date Retirement Fund Class R-5 REGTX was added by iamajunior 5/28/2015 Oppenheimer Main Street Mid Cap Fund Class Y OPMYX was added by iamajunior 5/28/2015 Remove American Funds 2030 Target Date Retirement Fund Class R-5 REETX was added by iamajunior 5/28/2015 American Funds 2020 Target Date Retirement Fund Class R-5 RECTX was added by iamajunior 5/28/2015 Remove PIMCO Total Return Fund Class D PTTDX was added by iamajunior 5/28/2015 Remove Dreyfus Discovery C FDICX was added by iamajunior 5/28/2015 T. Rowe Price Real Estate Fund TRREX was added by iamajunior 5/28/2015 Remove Oppenheimer Developing Markets Fund Class A ODMAX was added by iamajunior 5/28/2015 MFS Value Fund Class I MEIIX was added by iamajunior 5/28/2015 Fidelity Low-Priced Stock Fund FLPSX was added by iamajunior 5/28/2015 Remove American Funds The Growth Fund of America Class R-5 RGAFX was added by iamajunior 5/28/2015 American Funds EuroPacific Growth Fund Class R-5 RERFX was added by iamajunior 5/28/2015

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