Westwood Professional Services, Inc. 401(K) Profit Sharing Plan And Trust

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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   DFA International Sustainability Core 1 Portfolio DFSPX was added by C Knuth 6/29/2021 Remove Vanguard Small Cap Value Index Fund Admiral Shares VSIAX was added by C Knuth 4/24/2021 Remove DFA U.S. Targeted Value Portfolio Institutional Class DFFVX was removed by C Knuth 4/24/2021 Fidelity Small Cap Index FSSNX was added by C Knuth 12/9/2020 Remove Fidelity Mid Cap Index FSMDX was added by C Knuth 12/9/2020 Remove Vanguard Inflation-Protected Securities Fund Admiral Shares VAIPX was added by C Knuth 11/11/2019 Remove Vanguard LifeStrategy Income Fund Investor Shares VASIX was added by C Knuth 11/11/2019 Remove Vanguard LifeStrategy Growth Fund Investor Shares VASGX was added by C Knuth 11/11/2019 Remove Vanguard LifeStrategy Conservative Growth Fund Investor Shares VSCGX was added by C Knuth 11/11/2019 Remove PIMCO CommodityRealReturn Strategy Fund Institutional Class PCRIX was added by C Knuth 11/11/2019 Remove DFA International Small Cap Value Portfolio Institutional Class DISVX was added by C Knuth 11/11/2019 Remove Oppenheimer Developing Markets Fund Class I ODVIX was added by C Knuth 11/11/2019 Remove Vanguard LifeStrategy Moderate Growth Fund Investor Shares VSMGX was added by C Knuth 11/3/2019 Remove Vanguard Target Retirement 2030 Fund Investor Shares VTHRX was added by C Knuth 11/3/2019 Remove Vanguard Target Retirement 2040 Fund Investor Shares VFORX was added by C Knuth 11/3/2019 Remove Vanguard Target Retirement 2050 Fund Investor Shares VFIFX was added by C Knuth 11/3/2019 Remove Vanguard Target Retirement 2060 Fund Investor Shares VTTSX was added by C Knuth 11/3/2019 Remove DFA U.S. Large Cap Value III Portfolio DFUVX was added by C Knuth 11/3/2019 Remove Vanguard 500 Index Fund Admiral Class VFIAX was added by C Knuth 11/3/2019 Remove Putnam Growth Opportunities Fund Class R6 PGOEX was added by C Knuth 11/3/2019 Remove T. Rowe Price Mid-Cap Growth Fund RPMGX was added by C Knuth 11/3/2019 Remove DFA U.S. Targeted Value Portfolio Institutional Class DFFVX was added by C Knuth 11/3/2019 Vanguard Explorer Fund Admiral Shares VEXRX was added by C Knuth 11/3/2019 Remove Schwab International Index Fund SWISX was added by C Knuth 11/3/2019 Remove DFA Intermediate Government Fixed Income Portfolio Institutional Class DFIGX was added by C Knuth 11/3/2019 Remove PIMCO Total Return Fund Institutional Class PTTRX was added by C Knuth 11/3/2019 Remove Cohen & Steers Realty Shares Fund CSRSX was added by C Knuth 11/3/2019 Remove Vanguard Target Retirement Income Fund Investor Shares VTINX was added by C Knuth 11/3/2019 Remove Vanguard Target Retirement 2020 Fund Investor Shares VTWNX was added by C Knuth 11/3/2019 Remove

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