Schwab Funds

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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   Columbia Global Energy And Natural Resources Fund Class A EENAX was removed by brian 4/20/2021 Hartford Portfolio Diversifier HPDSX was removed by brian 4/20/2021 Vanguard Total Bond Market Index Fund Admiral Shares VBTLX was added by jerome.vienne 9/14/2018 Remove Schwab Total Stock Market Index Fund SWTSX was added by jerome.vienne 8/19/2018 Remove Schwab Target 2025 Fund SWHRX was added by jerome.vienne 8/19/2018 Remove Schwab Target 2030 Fund SWDRX was added by jerome.vienne 8/19/2018 Remove Schwab Target 2035 Fund SWIRX was added by jerome.vienne 8/19/2018 Remove Schwab Target 2040 Fund SWERX was added by jerome.vienne 8/19/2018 Remove Schwab Target 2045 Fund SWMRX was added by jerome.vienne 8/19/2018 Remove Schwab Target 2050 Fund SWNRX was added by jerome.vienne 8/19/2018 Remove Schwab Target 2055 Fund SWORX was added by jerome.vienne 8/19/2018 Remove Schwab MarketTrack All Equity Portfolio SWEGX was added by jerome.vienne 8/19/2018 Remove Schwab MarketTrack Growth Portfolio SWHGX was added by jerome.vienne 8/19/2018 Remove Schwab MarketTrack Balanced Portfolio SWBGX was added by jerome.vienne 8/19/2018 Remove Schwab MarketTrack Conservative Portfolio SWCGX was added by jerome.vienne 8/19/2018 Remove BBH Limited Duration Fund Class N BBBMX was added by jerome.vienne 8/19/2018 Remove Prudential Global Total Return Fund Class Z PZTRX was added by jerome.vienne 8/19/2018 Remove T. Rowe Price Global Multi-Sector Bond Fund PRSNX was added by jerome.vienne 8/19/2018 Remove Schwab Tax-Free Bond Fund SWNTX was added by jerome.vienne 8/19/2018 Remove American Century High Yield Municipal Fund Investor Class ABHYX was added by jerome.vienne 8/19/2018 Remove T. Rowe Price Tax-Free High Yield Fund PRFHX was added by jerome.vienne 8/19/2018 Remove Franklin Federal Intermediate-Term Tax-Free Income Fund Class A FKITX was added by jerome.vienne 8/19/2018 Remove BMO Intermediate Tax Free Fund Class Y MITFX was added by jerome.vienne 8/19/2018 Remove T. Rowe Price Summit Municipal Intermediate Fund PRSMX was added by jerome.vienne 8/19/2018 Remove American Century Intermediate Term Tax-Free Bond Fund Investor Class TWTIX was added by jerome.vienne 8/19/2018 Remove USAA Tax Exempt Intermediate-Term Fund USATX was added by jerome.vienne 8/19/2018 Remove Northern Tax-Exempt Fund NOTEX was added by jerome.vienne 8/19/2018 Remove USAA Tax Exempt Long-Term Fund USTEX was added by jerome.vienne 8/19/2018 Remove Schwab Monthly Income Fund - Maximum Payout SWLRX was added by jerome.vienne 8/19/2018 Remove Schwab Monthly Income Fund - Moderate Payout SWJRX was added by jerome.vienne 8/19/2018 Remove Schwab Monthly Income Fund - Enhanced Payout SWKRX was added by jerome.vienne 8/19/2018 Remove Schwab Balanced Fund SWOBX was added by jerome.vienne 8/19/2018 Remove Schwab Hedged Equity Fund SWHEX was added by jerome.vienne 8/19/2018 Remove American Century Investments One Choice Portfolio: Very Conservative Investor Class AONIX was added by jerome.vienne 8/19/2018 Remove Columbia Income Builder Fund Class A RBBAX was added by jerome.vienne 8/19/2018 Remove JPMorgan Income Builder Fund Class A Shares JNBAX was added by jerome.vienne 8/19/2018 Remove American Funds American Balanced Fund Class F-1 BALFX was added by jerome.vienne 8/19/2018 Remove Oakmark Equity And Income Fund Class I OAKBX was added by jerome.vienne 8/19/2018 Remove ICON Equity Income Fund Class S IOEZX was added by jerome.vienne 8/19/2018 Remove Thrivent Aggressive Allocation Fund Class S TAAIX was added by jerome.vienne 8/19/2018 Remove American Funds Capital Income Builder Class F-1 CIBFX was added by jerome.vienne 8/19/2018 Remove Franklin Mutual Quest Fund Class A TEQIX was added by jerome.vienne 8/19/2018 Remove Parametric Commodity Strategy Fund Investor Class EAPCX was added by jerome.vienne 8/19/2018 Remove Franklin Convertible Securities Fund Class A FISCX was added by jerome.vienne 8/19/2018 Remove MainStay Convertible Fund Class A MCOAX was added by jerome.vienne 8/19/2018 Remove Glenmede Long/Short Portfolio GTAPX was added by jerome.vienne 8/19/2018 Remove Victory CEMP Market Neutral Income Fund Class A CBHAX was added by jerome.vienne 8/19/2018 Remove Nuveen Equity Market Neutral Fund Class A NMAEX was added by jerome.vienne 8/19/2018 Remove Schwab Target 2010 Fund SWBRX was added by jerome.vienne 8/19/2018 Remove Schwab Target 2015 Fund SWGRX was added by jerome.vienne 8/19/2018 Remove Schwab Target 2020 Fund SWCRX was added by jerome.vienne 8/19/2018 Remove Prudential Global Real Estate Fund Class Z PURZX was added by jerome.vienne 8/19/2018 Remove Cohen & Steers International Realty Fund Class A IRFAX was added by jerome.vienne 8/19/2018 Remove Janus Global Life Sciences Fund Class T JAGLX was added by jerome.vienne 8/19/2018 Remove Delaware Healthcare Fund Class A DLHAX was added by jerome.vienne 8/19/2018 Remove Columbia Global Energy And Natural Resources Fund Class A EENAX was added by jerome.vienne 8/19/2018 AllianzGI Global Water Fund Class A AWTAX was added by jerome.vienne 8/19/2018 Remove Cohen & Steers Realty Shares Fund CSRSX was added by jerome.vienne 8/19/2018 Remove Davis Real Estate Fund Class A RPFRX was added by jerome.vienne 8/19/2018 Remove Janus Global Technology Fund Class T JAGTX was added by jerome.vienne 8/19/2018 Remove Red Oak Technology Fund Class Select ROGSX was added by jerome.vienne 8/19/2018 Remove Franklin Utilities Class A FKUTX was added by jerome.vienne 8/19/2018 Remove ICON Utilities Fund Class S ICTUX was added by jerome.vienne 8/19/2018 Remove RidgeWorth Seix Floating Rate High Income Fund I Shares SAMBX was added by jerome.vienne 8/19/2018 Remove Prudential Floating Rate Income Fund Class Z FRFZX was added by jerome.vienne 8/19/2018 Remove USAA Intermediate-Term Bond Fund USIBX was added by jerome.vienne 8/19/2018 Remove T. Rowe Price Emerging Markets Bond Fund PREMX was added by jerome.vienne 8/19/2018 Remove T. Rowe Price Emerging Markets Local Currency Bond Fund PRELX was added by jerome.vienne 8/19/2018 Remove TCW Emerging Markets Local Currency Income Fund Class N TGWNX was added by jerome.vienne 8/19/2018 Remove Prudential High-Yield Fund Class Z PHYZX was added by jerome.vienne 8/19/2018 Remove Thrivent High Yield Fund Class S LBHIX was added by jerome.vienne 8/19/2018 Remove Lord Abbett Inflation Focused Fund Class A LIFAX was added by jerome.vienne 8/19/2018 Remove American Century Government Bond Fund Investor Class CPTNX was added by jerome.vienne 8/19/2018 Remove T. Rowe Price GNMA Fund PRGMX was added by jerome.vienne 8/19/2018 Remove T. Rowe Price U.S. Bond Enhanced Index Fund PBDIX was added by jerome.vienne 8/19/2018 Remove Prudential Total Return Bond Fund Class Z PDBZX was added by jerome.vienne 8/19/2018 Remove USAA Income Fund USAIX was added by jerome.vienne 8/19/2018 Remove Voya Intermediate Bond Fund Class I IICIX was added by jerome.vienne 8/19/2018 Remove Western Asset Core Bond Fund Class I WATFX was added by jerome.vienne 8/19/2018 Remove T. Rowe Price U.S. Treasury Long-Term Fund PRULX was added by jerome.vienne 8/19/2018 Remove PIMCO Income Fund Class A PONAX was added by jerome.vienne 8/19/2018 Remove Putnam Absolute Return 300 Fund Class A PTRNX was added by jerome.vienne 8/19/2018 Remove Dreyfus Global Dynamic Bond Fund Class A DGDAX was added by jerome.vienne 8/19/2018 Remove Eaton Vance Short Duration Government Income Fund Class A EALDX was added by jerome.vienne 8/19/2018 Remove Prudential Short-Term Corporate Bond Fund Class Z PIFZX was added by jerome.vienne 8/19/2018 Remove Lord Abbett Short Duration Income Fund Class A LALDX was added by jerome.vienne 8/19/2018 Remove T. Rowe Price Ultra Short-Term Bond Fund TRBUX was added by jerome.vienne 8/19/2018 Remove Hartford Portfolio Diversifier HPDSX was added by jerome.vienne 8/19/2018 American Beacon Zebra Small Cap Equity Fund Investor Class AZSPX was added by jerome.vienne 8/19/2018 Remove Federated MDT Small Cap Core Fund Institutional Shares QISCX was added by jerome.vienne 8/19/2018 Remove Neuberger Berman Genesis Fund Investor Class NBGNX was added by jerome.vienne 8/19/2018 Remove Thrivent Small Cap Stock Fund Class S TSCSX was added by jerome.vienne 8/19/2018 Remove Boston Trust Small Cap Fund BOSOX was added by jerome.vienne 8/19/2018 Remove Wasatch Micro Cap Value Fund WAMVX was added by jerome.vienne 8/19/2018 Remove Wasatch Core Growth Fund WGROX was added by jerome.vienne 8/19/2018 Remove Franklin Small Cap Value Fund Class A FRVLX was added by jerome.vienne 8/19/2018 Remove Schwab Fundamental Emerging Markets Large Company Index Fund SFENX was added by jerome.vienne 8/19/2018 Remove Schwab Fundamental International Large Company Index Fund SFNNX was added by jerome.vienne 8/19/2018 Remove Schwab Fundamental International Small Company Index Fund SFILX was added by jerome.vienne 8/19/2018 Remove Schwab International Index Fund SWISX was added by jerome.vienne 8/19/2018 Remove Matthews China Dividend Fund Investor Class MCDFX was added by jerome.vienne 8/19/2018 Remove Matthews China Fund Investor Class MCHFX was added by jerome.vienne 8/19/2018 Remove TCW Emerging Markets Multi-Asset Opportunities Fund N Share Class TGMEX was added by jerome.vienne 8/19/2018 Remove Matthews Asia Dividend Fund Investor Class MAPIX was added by jerome.vienne 8/19/2018 Remove Matthews Asia Growth Fund Investor Class MPACX was added by jerome.vienne 8/19/2018 Remove T. Rowe Price European Stock Fund PRESX was added by jerome.vienne 8/19/2018 Remove FMI International Fund FMIJX was added by jerome.vienne 8/19/2018 Remove T. Rowe Price Overseas Stock Fund TROSX was added by jerome.vienne 8/19/2018 Remove American Funds International Growth and Income Fund Class F-1 IGIFX was added by jerome.vienne 8/19/2018 Remove T. Rowe Price Spectrum International Fund PSILX was added by jerome.vienne 8/19/2018 Remove Morgan Stanley Institutional Fund, Inc. International Advantage Portfolio Class A MFAPX was added by jerome.vienne 8/19/2018 Remove American Funds EuroPacific Growth Fund Class F-1 AEGFX was added by jerome.vienne 8/19/2018 Remove Brandes International Equity Fund A BIEAX was added by jerome.vienne 8/19/2018 Remove T. Rowe Price Japan Fund PRJPX was added by jerome.vienne 8/19/2018 Remove Matthews Asia Innovators Fund Investor Class Shares MATFX was added by jerome.vienne 8/19/2018 Remove Matthews Pacific Tiger Fund Investor Class MAPTX was added by jerome.vienne 8/19/2018 Remove American Funds New Perspective Fund Class F-1 NPFFX was added by jerome.vienne 8/19/2018 Remove INTECH Global Income Managed Volatility Fund Class T JDGTX was added by jerome.vienne 8/19/2018 Remove Schwab Health Care Fund SWHFX was added by jerome.vienne 8/19/2018 Remove Tortoise MLP & Pipeline Fund Investor Class TORTX was added by jerome.vienne 8/19/2018 Remove Oppenheimer Gold & Special Minerals Fund Class A OPGSX was added by jerome.vienne 8/19/2018 Remove American Century Global Gold Fund Investor Class BGEIX was added by jerome.vienne 8/19/2018 Remove Hennessy Small Cap Financial Fund Investor Class HSFNX was added by jerome.vienne 8/19/2018 Remove US Cash / Money Market USCASH was added by jerome.vienne 8/19/2018 Remove Laudus U.S. Large Cap Growth Fund LGILX was added by jerome.vienne 8/19/2018 Remove Schwab Fundamental US Large Company Index Fund SFLNX was added by jerome.vienne 8/19/2018 Remove Schwab S&P 500 Index Fund SWPPX was added by jerome.vienne 8/19/2018 Remove INTECH U.S. Managed Volatility Fund Class T JRSTX was added by jerome.vienne 8/19/2018 Remove American Funds Investment Company of America Class F-1 AICFX was added by jerome.vienne 8/19/2018 Remove T. Rowe Price Dividend Growth Fund PRDGX was added by jerome.vienne 8/19/2018 Remove FMI Large Cap Fund FMIHX was added by jerome.vienne 8/19/2018 Remove Oakmark Fund Class I OAKMX was added by jerome.vienne 8/19/2018 Remove Hartford Core Equity Fund Class A HAIAX was added by jerome.vienne 8/19/2018 Remove Jensen Quality Growth Fund Class J JENSX was added by jerome.vienne 8/19/2018 Remove American Funds The Growth Fund of America Class F-1 GFAFX was added by jerome.vienne 8/19/2018 Remove Prudential Jennison Growth Fund Class Z PJFZX was added by jerome.vienne 8/19/2018 Remove T. Rowe Price Blue Chip Growth Fund TRBCX was added by jerome.vienne 8/19/2018 Remove American Funds American Mutual Fund Class F-1 AMFFX was added by jerome.vienne 8/19/2018 Remove JPMorgan Large Cap Value Fund Class A OLVAX was added by jerome.vienne 8/19/2018 Remove Commerce Value Fund CFVLX was added by jerome.vienne 8/19/2018 Remove T. Rowe Price Equity Income Fund PRFDX was added by jerome.vienne 8/19/2018 Remove American Century Equity Income Fund Investor Class TWEIX was added by jerome.vienne 8/19/2018 Remove Schwab Small-Cap Equity Fund SWSCX was added by jerome.vienne 8/19/2018 Remove Schwab Fundamental US Small Company Index Fund SFSNX was added by jerome.vienne 8/19/2018 Remove Schwab Small Cap Index Fund SWSSX was added by jerome.vienne 8/19/2018 Remove Scout Mid Cap Fund UMBMX was added by jerome.vienne 8/19/2018 Remove Thrivent Mid Cap Stock Fund Class S TMSIX was added by jerome.vienne 8/19/2018 Remove Ave Maria Growth Fund AVEGX was added by jerome.vienne 8/19/2018 Remove DF Dent Midcap Growth Fund DFDMX was added by jerome.vienne 8/19/2018 Remove Prudential QMA Mid-Cap Value Fund Class Z SPVZX was added by jerome.vienne 8/19/2018 Remove Perritt MicroCap Opportunities Fund Investor Class PRCGX was added by jerome.vienne 8/19/2018 Remove

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