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401k, 403b plan

Union Bank Pension 401(K) Plan

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Plan was created by cboyd on 12/20/2013.
Number of Followers: 1


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TRANSACTIONS investment options help
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NameTickerActionDate 
Vanguard Equity-Income Fund Admiral SharesVEIRXwas added by cboyd2/5/2016Remove
Vanguard Extended Market Index Fund Institutional Plus SharesVEMPXwas added by cboyd2/5/2016Remove
Vanguard Extended Market Index Fund Institutional SharesVIEIXwas removed by cboyd2/5/2016
Harbor International Fund Institutional ClassHAINXwas added by cboyd2/5/2016Remove
T. Rowe Price Balanced FundRPBAXwas removed by cboyd2/5/2016
T. Rowe Price Small-Cap Stock FundOTCFXwas added by cboyd2/5/2016Remove
T. Rowe Price Institutional Small-Cap Stock FundTRSSXwas removed by cboyd2/5/2016
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXwas added by cboyd12/20/2013Remove
Vanguard Target Retirement 2040 Fund Investor SharesVFORXwas added by cboyd12/20/2013Remove
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXwas added by cboyd12/20/2013Remove
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXwas added by cboyd12/20/2013Remove
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXwas added by cboyd12/20/2013Remove
Vanguard Target Retirement Income Fund Investor SharesVTINXwas added by cboyd12/20/2013Remove
T. Rowe Price Institutional Small-Cap Stock FundTRSSXwas added by cboyd12/20/2013
Templeton Institutional Fund International Equity Series Primary SharesTFEQXwas added by cboyd12/20/2013Remove
Vanguard Total International Stock Index Fund Institutional SharesVTSNXwas added by cboyd12/20/2013Remove
T. Rowe Price Balanced FundRPBAXwas added by cboyd12/20/2013
Vanguard Target Retirement 2010 Fund Investor SharesVTENXwas added by cboyd12/20/2013Remove
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXwas added by cboyd12/20/2013Remove
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXwas added by cboyd12/20/2013Remove
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXwas added by cboyd12/20/2013Remove
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXwas added by cboyd12/20/2013Remove
US Cash / Money MarketUSCASHwas added by cboyd12/20/2013Remove
Metropolitan West Total Return Bond Fund Plan ClassMWTSXwas added by cboyd12/20/2013Remove
HighMark Value Fund Fiduciary ClassHMVMXwas added by cboyd12/20/2013Remove
Vanguard Institutional Index Fund Institutional Plus SharesVIIIXwas added by cboyd12/20/2013Remove
T. Rowe Price Blue Chip Growth FundTRBCXwas added by cboyd12/20/2013Remove
Vanguard Extended Market Index Fund Institutional SharesVIEIXwas added by cboyd12/20/2013
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Plan Transactions

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