Pacific Pension & Benefit Services, Inc. 401(k) 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   Vanguard Value Index Fund Admiral Shares VVIAX was added by bmurphy 1/18/2016 Remove Vanguard Value Index Fund Signal Shares VVISX was removed by bmurphy 1/18/2016 Vanguard Growth Index Fund Admiral Shares VIGAX was added by bmurphy 1/18/2016 Remove Vanguard Growth Index Fund Signal Shares VIGSX was removed by bmurphy 1/18/2016 John Hancock Variable Insurance Trust Small Cap Value Trust Series I JESVX was removed by Kivalia 7/3/2012 Templeton Global Bond Fund Class A TPINX was added by kivalia 7/2/2012 Remove American Funds Capital World Bond Fund Class R-5 RCWFX was added by kivalia 7/2/2012 Remove John Hancock Funds Retirement Living through 2045 Portfolio Class 1 JLJOX was added by kivalia 7/2/2012 Remove John Hancock Funds Retirement Living through 2040 Portfolio Class 1 JLIOX was added by kivalia 7/2/2012 Remove John Hancock Funds Retirement Living through 2035 Portfolio Class 1 JLHOX was added by kivalia 7/2/2012 Remove John Hancock Funds Retirement Living through 2030 Portfolio Class 1 JLFOX was added by kivalia 7/2/2012 Remove John Hancock Funds Retirement Living through 2025 Portfolio Class 1 JLEOX was added by kivalia 7/2/2012 Remove John Hancock Funds Retirement Choices Income Portfolio Class 1 JRFOX was added by kivalia 7/2/2012 Remove JHancock2 Retirement Choices at 2010 1 JRTOX was added by kivalia 7/2/2012 Remove John Hancock Funds Lifestyle Aggressive Portfolio Class 1 JILAX was added by kivalia 7/2/2012 Remove John Hancock Funds Lifestyle Growth Portfolio Class 1 JILGX was added by kivalia 7/2/2012 Remove John Hancock Funds Lifestyle Balanced Portfolio Class 1 JILBX was added by kivalia 7/2/2012 Remove John Hancock Funds Lifestyle Moderate Portfolio Class 1 JILMX was added by kivalia 7/2/2012 Remove John Hancock Funds Lifestyle Conservative Portfolio Class 1 JILCX was added by kivalia 7/2/2012 Remove John Hancock Variable Insurance Trust Utilities Trust Series I JEUTX was added by kivalia 7/2/2012 Remove MFS Utilities Fund Class R3 MMUHX was added by kivalia 7/2/2012 Remove T. Rowe Price Short-Term Bond Fund PRWBX was added by kivalia 7/2/2012 Remove Vanguard Short-Term Federal Fund Investor Shares VSGBX was added by kivalia 7/2/2012 Remove John Hancock Funds II Active Bond Fund Class 1 JIADX was added by kivalia 7/2/2012 Remove John Hancock II Invest Quality Bond Fund Class 1 JIQBX was added by kivalia 7/2/2012 Remove John Hancock II Total Return Fund Class 1 JITRX was added by kivalia 7/2/2012 Remove John Hancock II Core Bond Fund Class 1 JICDX was added by kivalia 7/2/2012 Remove PIMCO Total Return Fund Administrative Class PTRAX was added by kivalia 7/2/2012 Remove American Funds U.S. Government Securities Fund Class R-5 RGVFX was added by kivalia 7/2/2012 Remove John Hancock II Real Return Bond Fund Class 1 JIRRX was added by kivalia 7/2/2012 Remove DFA Inflation-Protected Securities Portfolio Institutional Class DIPSX was added by kivalia 7/2/2012 Remove PIMCO Real Return Fund Administrative Class PARRX was added by kivalia 7/2/2012 Remove T. Rowe Price Spectrum Income Fund RPSIX was added by kivalia 7/2/2012 Remove Payden/Kravitz Cash Balance Plan Fund SI Class PKBIX was added by kivalia 7/2/2012 Remove John Hancock Variable Insurance Trust Strategic Income Opportunities Trust Series I JESNX was added by kivalia 7/2/2012 Remove John Hancock II High Yield Fund Class 1 JIHDX was added by kivalia 7/2/2012 Remove John Hancock II U.S. High Yield Bond Fund Class 1 JIHLX was added by kivalia 7/2/2012 Remove American Funds American High-Income Trust Class R-5 RITFX was added by kivalia 7/2/2012 Remove Federated Institutional High Yield Bond Fund Institutional Shares FIHBX was added by kivalia 7/2/2012 Remove John Hancock Funds Floating Rate Income Fund Class 1 JFIHX was added by kivalia 7/2/2012 Remove John Hancock II Global Bond Fund Class 1 JIGDX was added by kivalia 7/2/2012 Remove PIMCO Global Bond (Unhedged) Fund Administrative Class PADMX was added by kivalia 7/2/2012 Remove Oppenheimer International Bond Fund Class Y OIBYX was added by kivalia 7/2/2012 Remove PIMCO All Asset Fund Administrative Class PAALX was added by kivalia 7/2/2012 Remove John Hancock II Core Diversified Growth & Income Fund Class 1 JADOX was added by kivalia 7/2/2012 Remove John Hancock II Core Fundamental Holdings Fund Class 1 JAFOX was added by kivalia 7/2/2012 Remove AMG FQ Global Alternatives Fund Investor Class MGAAX was added by kivalia 7/2/2012 Remove JHVIT Lifestyle Growth I JELGX was added by kivalia 7/2/2012 Remove JHVIT Lifestyle Balanced I JELBX was added by kivalia 7/2/2012 Remove JHVIT Lifestyle Moderate I JELMX was added by kivalia 7/2/2012 Remove JHVIT Lifestyle Conservative I JELCX was added by kivalia 7/2/2012 Remove JHVIT International Eq Idx Tr A Ser I JEIEX was added by kivalia 7/2/2012 Remove John Hancock Variable Insurance Trust Small Cap Index Trust Series I JESIX was added by kivalia 7/2/2012 Remove John Hancock Variable Insurance Trust Mid Cap Index Trust Series I JECIX was added by kivalia 7/2/2012 Remove John Hancock Variable Insurance Trust Total Stock Market Index Trust Series I JETSX was added by kivalia 7/2/2012 Remove JHVIT 500 Index Trust Ser I JEINX was added by kivalia 7/2/2012 Remove JHVIT Total Bond Market Trust A Ser I JEBNX was added by kivalia 7/2/2012 Remove Fidelity Select Advisor Gold Fund Class I FGDIX was added by kivalia 7/2/2012 Remove John Hancock II Real Estate Securities Fund Class 1 JIREX was added by kivalia 7/2/2012 Remove John Hancock Funds Natural Resources Fund Class 1 JINRX was added by kivalia 7/2/2012 Remove PIMCO CommodityRealReturn Strategy Fund Administrative Class PCRRX was added by kivalia 7/2/2012 Remove Vanguard Energy Fund Investor Shares VGENX was added by kivalia 7/2/2012 Remove T. Rowe Price Science and Technology Fund Advisor Class PASTX was added by kivalia 7/2/2012 Remove John Hancock Variable Insurance Trust Science & Technology Trust Series I JESTX was added by kivalia 7/2/2012 Remove John Hancock Variable Insurance Trust Financial Industries Trust Series I JEFSX was added by kivalia 7/2/2012 Remove T. Rowe Price Health Sciences Fund PRHSX was added by kivalia 7/2/2012 Remove John Hancock II International Value Fund Class 1 JIVIX was added by kivalia 7/2/2012 Remove Templeton World Fund Class A TEMWX was added by kivalia 7/2/2012 Remove American Funds EuroPacific Growth Fund Class R-5 RERFX was added by kivalia 7/2/2012 Remove American Funds Capital World Growth and Income Fund Class R-5 RWIFX was added by kivalia 7/2/2012 Remove Franklin Mutual Global Discovery Fund Class Z MDISX was added by kivalia 7/2/2012 Remove John Hancock Funds II Lifestyle II Aggressive Portfolio Class 1 JIIOX was added by kivalia 7/2/2012 Remove Oppenheimer Developing Markets Fund Class Y ODVYX was added by kivalia 7/2/2012 Remove American Funds SMALLCAP World Fund Class R-5 RSLFX was added by kivalia 7/2/2012 Remove American Funds New World Fund Class R-5 RNWFX was added by kivalia 7/2/2012 Remove John Hancock Funds International Growth Fund Class 1 GOIOX was added by kivalia 7/2/2012 Remove Oppenheimer International Growth Fund Class Y OIGYX was added by kivalia 7/2/2012 Remove Thornburg International Value Fund Class R4 THVRX was added by kivalia 7/2/2012 Remove Oppenheimer Global Fund Class Fund Class Y OGLYX was added by kivalia 7/2/2012 Remove American Funds New Perspective Fund Class R-5 RNPFX was added by kivalia 7/2/2012 Remove Franklin Founding Funds Allocation Fund Advisor Class FFAAX was added by kivalia 7/2/2012 Remove Ivy Asset Strategy Fund Class A WASAX was added by kivalia 7/2/2012 Remove T. Rowe Price Capital Appreciation Fund PRWCX was added by kivalia 7/2/2012 Remove American Funds Capital Income Builder Class R-5 RIRFX was added by kivalia 7/2/2012 Remove Pax Balanced Fund Individual Investor Class PAXWX was added by kivalia 7/2/2012 Remove American Funds The Income Fund of America Class R-5 RIDFX was added by kivalia 7/2/2012 Remove John Hancock II Core Global Diversification Fund Class 1 JAGOX was added by kivalia 7/2/2012 Remove American Funds American Balanced Fund Class R-5 RLBFX was added by kivalia 7/2/2012 Remove BlackRock Global Allocation Fund, Inc. Institutional Shares MALOX was added by kivalia 7/2/2012 Remove Franklin Small-Mid Cap Growth Fund Class A FRSGX was added by kivalia 7/2/2012 Remove Prudential Jennison Mid Cap Growth Fund Class Z PEGZX was added by kivalia 7/2/2012 Remove Royce Opportunity Fund Investment Class RYPNX was added by kivalia 7/2/2012 Remove DFA U.S. Targeted Value Portfolio Institutional Class DFFVX was added by kivalia 7/2/2012 Remove Vanguard Small Capitalization Value Index Fund Investor Shares VISVX was added by kivalia 7/2/2012 Remove John Hancock Variable Insurance Trust Small Cap Value Trust Series I JESVX was added by kivalia 7/2/2012 Keeley Small Cap Value Fund Class A KSCVX was added by kivalia 7/2/2012 Remove DFA U.S. Small Cap Portfolio Institutional Class DFSTX was added by kivalia 7/2/2012 Remove John Hancock Funds New Opportunities Fund Class 1 JISOX was added by kivalia 7/2/2012 Remove John Hancock II Small Company Value Fund Class 1 JISVX was added by kivalia 7/2/2012 Remove Royce Pennsylvania Mutual Fund Investment Class PENNX was added by kivalia 7/2/2012 Remove T. Rowe Price Small-Cap Value Fund Advisor Class PASVX was added by kivalia 7/2/2012 Remove Vanguard Small Capitalization Growth Index Fund Investor Shares VISGX was added by kivalia 7/2/2012 Remove Vanguard Explorer Fund Investor Class VEXPX was added by kivalia 7/2/2012 Remove John Hancock Variable Insurance Trust Small Cap Growth Trust Series I JESGX was added by kivalia 7/2/2012 Remove Invesco Small Cap Growth Fund Class A GTSAX was added by kivalia 7/2/2012 Remove John Hancock Variable Insurance Trust Fundamental All Cap Core Trust Series I JEQAX was added by kivalia 7/2/2012 Remove John Hancock Variable Insurance Trust All Cap Core Trust Series I JEACX was added by kivalia 7/2/2012 Remove     was added by kivalia 7/2/2012 DFA Emerging Markets Value Portfolio Institutional Class DFEVX was added by kivalia 7/2/2012 Remove John Hancock II International Small Cap Fund Class 1 JIIMX was added by kivalia 7/2/2012 Remove Dodge & Cox International Stock Fund DODFX was added by kivalia 7/2/2012 Remove DFA International Value Portfolio Institutional Class DFIVX was added by kivalia 7/2/2012 Remove American Funds Investment Company of America Class R-5 RICFX was added by kivalia 7/2/2012 Remove Parnassus Core Equity Fund - Institutional Shares PRILX was added by kivalia 7/2/2012 Remove Prudential Jennison 20/20 Focus Fund Class Z PTWZX was added by kivalia 7/2/2012 Remove ClearBridge Aggressive Growth Fund Class I SAGYX was added by kivalia 7/2/2012 Remove Turner Large Growth Fund Investor Class TCGFX was added by kivalia 7/2/2012 Remove John Hancock Funds Blue Chip Growth Fund Class 1 JIBCX was added by kivalia 7/2/2012 Remove John Hancock II Capital Appreciation Fund Class 1 JICPX was added by kivalia 7/2/2012 Remove JHancock Select Growth A RGROX was added by kivalia 7/2/2012 Remove JPMorgan Large Cap Growth Fund Class R6 JLGMX was added by kivalia 7/2/2012 Remove Vanguard Growth Index Fund Signal Shares VIGSX was added by kivalia 7/2/2012 American Funds The Growth Fund of America Class R-5 RGAFX was added by kivalia 7/2/2012 Remove Fidelity Contrafund Fund FCNTX was added by kivalia 7/2/2012 Remove Fidelity Advisor New Insights Fund Class T FNITX was added by kivalia 7/2/2012 Remove John Hancock Funds II Mid Cap Value Index Fund Class 1 JVIOX was added by kivalia 7/2/2012 Remove Columbia Small/Mid Cap Value Fund Class Z CMOZX was added by kivalia 7/2/2012 Remove John Hancock Variable Insurance Trust Value Trust Series I JEVLX was added by kivalia 7/2/2012 Remove John Hancock Variable Insurance Trust Mid Value Trust Series I JEMUX was added by kivalia 7/2/2012 Remove JPMorgan Mid Cap Value Fund Institutional Class FLMVX was added by kivalia 7/2/2012 Remove Fidelity Advisor Leveraged Company Stock Fund Class T FLSTX was added by kivalia 7/2/2012 Remove AMG Managers Fairpointe Mid Cap Fund Class N CHTTX was added by kivalia 7/2/2012 Remove Lord Abbett Value Opportunities Fund Class A LVOAX was added by kivalia 7/2/2012 Remove John Hancock Funds II Mid Cap Growth Index Fund Class 1 JMGOX was added by kivalia 7/2/2012 Remove John Hancock II Mid Cap Stock Fund Class 1 JIMSX was added by kivalia 7/2/2012 Remove American Century Heritage Fund Investor Class TWHIX was added by kivalia 7/2/2012 Remove US Cash / Money Market USCASH was added by kivalia 7/2/2012 Remove John Hancock Funds Disciplined Value Fund Class R5 JDVVX was added by kivalia 7/2/2012 Remove Eaton Vance Large-Cap Value Fund Class A EHSTX was added by kivalia 7/2/2012 Remove Dodge & Cox Stock Fund DODGX was added by kivalia 7/2/2012 Remove John Hancock Funds Equity-Income Fund Class 1 JIEMX was added by kivalia 7/2/2012 Remove T. Rowe Price Equity Income Fund Advisor Class PAFDX was added by kivalia 7/2/2012 Remove Columbia Global Equity Value Fund Class A IEVAX was added by kivalia 7/2/2012 Remove Vanguard Value Index Fund Signal Shares VVISX was added by kivalia 7/2/2012 BlackRock Basic Value Fund Institutional Shares MABAX was added by kivalia 7/2/2012 Remove Franklin Mutual Beacon Fund Class Z BEGRX was added by kivalia 7/2/2012 Remove American Funds Washington Mutual Investors Fund Class R-5 RWMFX was added by kivalia 7/2/2012 Remove Domini Social Equity Fund Institutional Class DIEQX was added by kivalia 7/2/2012 Remove American Funds Fundamental Investors Class R-5 RFNFX was added by kivalia 7/2/2012 Remove Victory Diversified Stock Fund Class A SRVEX was added by kivalia 7/2/2012 Remove MFS Massachusetts Investors Trust Class R3 MITHX was added by kivalia 7/2/2012 Remove Davis New York Venture Fund Class A NYVTX was added by kivalia 7/2/2012 Remove

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