Zoom Video Communication, Inc. 401k Profit Sharing Plan Trust

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PLAN FUNDS

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.

The table shows all the available investment options in the plan.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Vanguard Target Retirement 2035 Fund Investor Shares	VTTHX	C	U.S. All Cap	11	0.19%
Vanguard Target Retirement 2040 Fund Investor Shares	VFORX	C	U.S. All Cap	12	0.19%
Vanguard Target Retirement 2045 Fund Investor Shares	VTIVX	C	U.S. All Cap	13	0.19%
Vanguard Target Retirement 2060 Fund Investor Shares	VTTSX	C	U.S. All Cap	13	0.18%
Vanguard Target Retirement 2065 Fund Investor Shares	VLXVX	C	U.S. All Cap	13	0%
Vanguard Target Retirement 2055 Fund Investor Shares	VFFVX	C	U.S. All Cap	13	0.19%
Vanguard Target Retirement 2050 Fund Investor Shares	VFIFX	C	U.S. All Cap	13	0.19%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Vanguard Consumer Discretionary Index Fund Admiral Shares	VCDAX	C	U.S. All Cap	19	0.14%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	B+	U.S. Small Cap	19	0.09%
Vanguard Target Retirement Income Fund Investor Shares	VTINX	C	U.S. All Cap	5	0.17%
Vanguard Target Retirement 2015 Fund Investor Shares	VTXVX	D	U.S. Large Cap	7	0.17%
Vanguard Target Retirement 2020 Fund Investor Shares	VTWNX	D	U.S. All Cap	8	0.17%
Vanguard Target Retirement 2025 Fund Investor Shares	VTTVX	D	U.S. All Cap	9	0.18%
American Funds Global Balanced Fund Class R-6	RGBGX	C	U.S. All Cap	9	0.6%
Vanguard Target Retirement 2030 Fund Investor Shares	VTHRX	C	U.S. All Cap	10	0.18%
U.S. Equities - Growth
Fidelity Select Health Care Portfolio	FSPHX	C-	U.S. Mid Cap - Growth	17	0.76%
American Funds New Perspective Fund Class R-6	RNPGX	A--	U.S. All Cap - Growth	17	0.45%
Fidelity Contrafund K6	FLCNX	C--	U.S. Large Cap - Growth	19	0%
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
Fidelity OTC Portfolio Class K	FOCKX	B--	U.S. All Cap - Growth	22	0.6%
Fidelity Growth Company Fund Class K	FGCKX	B--	U.S. All Cap - Growth	23	0.71%
Alger Spectra Fund Class I	ASPIX	F--	U.S. All Cap - Growth	23	1.28%
Fidelity Blue Chip Growth Fund Class K	FBGKX	B--	U.S. All Cap - Growth	23	0.6%
Fidelity Select Technology Portfolio	FSPTX	D--	U.S. All Cap - Growth	24	0.77%
U.S. Equities - Value
Franklin Mutual Global Discovery Fund Class Z	MDISX	B++	U.S. All Cap - Value	15	0.98%
JPMorgan Equity Income Fund Class R6	OIEJX	C++	U.S. Mega Cap - Value	15	0.53%
Fidelity Select Utilities Portfolio	FSUTX	F++	U.S. Mega Cap - Value	17	0.8%
Vanguard Mid-Cap Value Index Fund Admiral Shares	VMVAX	D++	U.S. Mid Cap - Value	18	0.09%
JPMorgan Mid Cap Value R6	JMVYX	C++	U.S. Mid Cap - Value	19	0%
Vanguard Materials Index Fund Admiral Shares	VMIAX	D++	U.S. Mid Cap - Value	21	0.14%
Vanguard Financials Index Fund Admiral Shares	VFAIX	B++	U.S. All Cap - Value	22	0.14%
Principal SmallCap S&P 600 Index Fund Institutional Class	PSSIX	B++	U.S. Small Cap - Value	23	0.21%
Delaware Small Cap Value Fund Institutional Class	DEVIX	C++	U.S. Small Cap - Value	25	1%
Vanguard Energy Index Fund Admiral Shares	VENAX	A++	U.S. Small Cap - Value	38	0.14%
Vanguard Wellesley Income Fund Admiral Shares	VWIAX	C++	U.S. Mega Cap - Value	5	0.18%
The Hartford Balanced Income Fund Class I	HBLIX	B++	U.S. Mega Cap - Value	7	0.71%
Specialty
MFS Global Real Estate Fund Class R6	MGLRX	A++	U.S. Real Estate	13	0.97%
Oppenheimer Gold & Special Minerals Fund Class I	OGMIX	A--	Gold	33	0.71%
Global & Intl. Equity
First Eagle Global Fund Class I	SGIIX	C++	International Small Cap	12	0.88%
Lazard Global Listed Infrastructure Portfolio Institutional Shares	GLIFX	C	International Large Cap - Value	12	1.01%
MFS International Intrinsic Value Fund Class R6		C-	International Large Cap - Growth	13	0.74%
BlackRock Commodity Strategies Portfolio Institutional Shares	BICSX	A++	International Small Cap	14	1.29%
Goldman Sachs International Small Cap Insights Fund Class IR Shares	GIRLX	D++	International Small Cap	14	1.05%
Oppenheimer International Growth Fund Class Y	OIGYX	B-	International Large Cap - Growth	16	0.9%
Fidelity International Capital Appreciation Fund	FIVFX	C-	International Large Cap - Growth	16	1.12%
Goldman Sachs Emerging Markets Equity Insights Fund Class IR	GIRPX	A	Emerging Markets	18	1.32%
Bonds
Vanguard Federal Money Market Fund		C	U.S. Cash / Money Market	0	0%
Fidelity Limited Term Government Fund	FFXSX	C-	U.S. Treasury - Short / Intermediate	1	0.45%
Lord Abbett Short Duration Income Fund Class I	LLDYX	B-	Bond - Multi Sector	2	0.39%
PIMCO Income Fund Institutional Class	PIMIX	A+	Bond - Emerging Market	3	0.45%
TCW Total Return Bond Fund Class I	TGLMX	B-	U.S. Treasury - Intermediate	3	0.44%
Templeton Global Bond Fund Class R6	FBNRX	F-	U.S. Treasury - Short / Intermediate	4	0.51%
BlackRock High Yield Bond Portfolio Institutional Shares	BHYIX	B++	Bond - U.S. High Yield	4	0.6%
Vanguard Inflation-Protected Securities Fund Admiral Shares	VAIPX	C+	U.S. Treasury - TIPS	4	0.1%
Lord Abbett Income Fund Class I	LAUYX	A-	Bond - Multi Sector	4	0.58%
Other
Fidelity International Index Fund Premium Class	FSIVX		Other	0	0.12%

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