The Colony Group, Llc 401(K) Profit Sharing Plan

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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   BlackRock Total Return Fund Institutional Shares MAHQX was added by oac242 12/28/2017 Remove PIMCO CommodityRealReturn Strategy Fund Institutional Class PCRIX was removed by oac242 12/28/2017 Fidelity Strategic Real Return Fund FSRRX was removed by oac242 12/28/2017 Columbia Emerging Markets Bond Fund Class Z Shares CMBZX was removed by oac242 12/28/2017 Prudential Global Real Estate Fund Class Z PURZX was removed by oac242 12/28/2017 American Century Inflation Adjusted Bond Fund Investor Class ACITX was removed by oac242 12/28/2017 SunAmerica Focused Dividend Strategy Portfolio Class A Shares FDSAX was removed by oac242 12/28/2017 Janus Enterprise Fund Class I JMGRX was removed by oac242 12/28/2017 American Century Mid Cap Value Fund R Class AMVRX was removed by oac242 12/28/2017 BlackRock Strategic Income Opportunities Portfolio Institutional Shares BSIIX was removed by oac242 12/28/2017 Hartford Small Cap Growth Fund Class Y HSLYX was removed by oac242 12/28/2017 Loomis Sayles Bond Fund Institutional Class LSBDX was removed by oac242 12/28/2017 US Cash / Money Market USCASH was added by oac242 12/28/2017 Remove Loomis Sayles Bond Fund Institutional Class LSBDX was added by oac242 12/28/2017 Victory Sycamore Small Company Opportunity Fund Class I VSOIX was added by oac242 12/28/2017 Remove Hartford Small Cap Growth Fund Class Y HSLYX was added by oac242 12/28/2017 Vanguard Small-Cap Index Fund Admiral Shares VSMAX was added by oac242 12/28/2017 Remove BlackRock Strategic Income Opportunities Portfolio Institutional Shares BSIIX was added by oac242 12/28/2017 John Hancock Funds Global Absolute Return Strategies Fund Class I JHAIX was added by oac242 12/28/2017 Remove Fidelity International Growth Fund FIGFX was added by oac242 12/28/2017 Remove Vanguard Total International Stock Index Fund Admiral Shares VTIAX was added by oac242 12/28/2017 Remove MFS International Value Fund Class R4 MINHX was added by oac242 12/28/2017 Remove Columbia Emerging Markets Bond Fund Class Z Shares CMBZX was added by oac242 12/28/2017 Harding Loevner Institutional Emerging Markets Portfolio Class I HLMEX was added by oac242 12/28/2017 Remove PIMCO CommodityRealReturn Strategy Fund Institutional Class PCRIX was added by oac242 12/28/2017 Fidelity Strategic Real Return Fund FSRRX was added by oac242 12/28/2017 Prudential Global Real Estate Fund Class Z PURZX was added by oac242 12/28/2017 American Century Inflation Adjusted Bond Fund Investor Class ACITX was added by oac242 12/28/2017 Metropolitan West Total Return Bond Fund Class M MWTRX was added by oac242 12/28/2017 Remove Vanguard Total Bond Market Index Fund Admiral Shares VBTLX was added by oac242 12/28/2017 Remove Vanguard 500 Index Fund Admiral Class VFIAX was added by oac242 12/28/2017 Remove T. Rowe Price Blue Chip Growth Fund TRBCX was added by oac242 12/28/2017 Remove John Hancock Funds Disciplined Value Fund Class I JVLIX was added by oac242 12/28/2017 Remove SunAmerica Focused Dividend Strategy Portfolio Class A Shares FDSAX was added by oac242 12/28/2017 Vanguard Mid-Cap Index Fund Admiral Shares VIMAX was added by oac242 12/28/2017 Remove Janus Enterprise Fund Class I JMGRX was added by oac242 12/28/2017 American Century Mid Cap Value Fund R Class AMVRX was added by oac242 12/28/2017 Touchstone International Small Cap Fund Institutional TNSIX was added by oac242 12/28/2017 Remove

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