Satori Consulting 401(K) Plan

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TRANSACTIONS help

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   American Funds 2055 Target Date Retirement Fund Class R-3 RCMTX was added by alanxw 6/8/2015 Remove American Funds 2050 Target Date Retirement Fund Class R-3 RCITX was added by alanxw 6/8/2015 Remove American Funds 2045 Target Date Retirement Fund Class R-3 RCHTX was added by alanxw 6/8/2015 Remove American Funds 2040 Target Date Retirement Fund Class R-3 RCKTX was added by alanxw 6/8/2015 Remove American Funds 2035 Target Date Retirement Fund Class R-3 RCFTX was added by alanxw 6/8/2015 Remove American Funds 2030 Target Date Retirement Fund Class R-3 RCETX was added by alanxw 6/8/2015 Remove American Funds 2025 Target Date Retirement Fund Class R-3 RCDTX was added by alanxw 6/8/2015 Remove American Funds 2020 Target Date Retirement Fund Class R-3 RCCTX was added by alanxw 6/8/2015 Remove American Funds 2015 Target Date Retirement Fund Class R-3 RCJTX was added by alanxw 6/8/2015 Remove American Funds 2010 Target Date Retirement Fund Class R-3 RCATX was added by alanxw 6/8/2015 Remove American Funds U.S. Government Money Market Fund Class R-3 RACXX was added by alanxw 6/8/2015 Remove PIMCO Real Return Fund Class R PRRRX was added by alanxw 6/8/2015 Remove American Funds Intermediate Bond Fund of America Class R-3 RBOCX was added by alanxw 6/8/2015 Remove American Funds Capital World Bond Fund Class R-3 RCWCX was added by alanxw 6/8/2015 Remove American Funds The Bond Fund of America Class R-3 RBFCX was added by alanxw 6/8/2015 Remove American Funds American Balanced Fund Class R-3 RLBCX was added by alanxw 6/8/2015 Remove American Funds The Income Fund of America Class R-3 RIDCX was added by alanxw 6/8/2015 Remove Victory Stock Index Fund Class Retirement VINGX was added by alanxw 6/8/2015 Remove Templeton Foreign Fund Class R TEFRX was added by alanxw 6/8/2015 Remove American Funds Fundamental Investors Class R-3 RFNCX was added by alanxw 6/8/2015 Remove American Funds Capital World Growth and Income Fund Class R-3 RWICX was added by alanxw 6/8/2015 Remove Royce Total Return Fund Retirement Class RTRRX was added by alanxw 6/8/2015 Remove Invesco Equally-Weighted S&P 500 Fund Class R VADRX was added by alanxw 6/8/2015 Remove BlackRock Global Allocation Fund, Inc. Class R MRLOX was added by alanxw 6/8/2015 Remove American Funds AMCAP Fund Class R-3 RAFCX was added by alanxw 6/8/2015 Remove American Funds The Growth Fund of America Class R-3 RGACX was added by alanxw 6/8/2015 Remove American Funds New Perspective Fund Class R-3 RNPCX was added by alanxw 6/8/2015 Remove American Funds SMALLCAP World Fund Class R-3 RSLCX was added by alanxw 6/8/2015 Remove AB Discovery Growth Fund Class R CHCRX was added by alanxw 6/8/2015 Remove US Cash / Money Market USCASH was added by alanxw 6/8/2015 Remove

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