Pershing Llc Profit Sharing 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   American Funds American Mutual Fund Class F-2 AMRFX was removed by aconrad1 1/21/2019 Deutsche Global Infrastructure Fund Class S TOLSX was removed by aconrad1 1/21/2019 Vanguard Selected Value Fund Investor Shares VASVX was removed by aconrad1 1/21/2019 Eaton Vance Income Fund of Boston Class I EIBIX was removed by aconrad1 1/21/2019 Fidelity Select Consumer Staples Portfolio FDFAX was removed by aconrad1 1/21/2019 First Trust Senior Loan ETF FTSL was added by aconrad1 1/21/2019 Remove First Trust North American Energy Infrastructure Fund EMLP was added by aconrad1 1/21/2019 Remove First Trust SSI Strategic Convertible Securities ETF FCVT was added by aconrad1 1/21/2019 Remove Dodge & Cox Income Fund DODIX was added by aconrad1 1/21/2019 Remove Davis New York Venture Fund Class A NYVTX was added by aconrad1 1/21/2019 Remove Vanguard Inflation-Protected Securities Fund Investor Shares VIPSX was added by aconrad1 9/5/2017 Remove First Trust Low Duration Opportunities ETF LMBS was added by aconrad1 9/5/2017 Remove Fidelity Select Consumer Staples Portfolio FDFAX was added by aconrad1 9/5/2017 Oppenheimer Senior Floating Rate Fund Class A OOSAX was removed by aconrad1 9/5/2017 Vanguard Short-Term Corporate Bond ETF VCSH was removed by aconrad1 9/5/2017 SPDR Barclays Convertible Securities ETF CWB was removed by aconrad1 9/5/2017 First Trust Energy AlphaDEX Fund FXN was removed by aconrad1 9/5/2017 American Funds International Growth and Income Fund Class F-2 IGFFX was added by aconrad1 9/5/2017 Remove American Funds International Growth and Income Fund Class F-2 IGFFX was removed by aconrad1 9/5/2017 Remove American Funds International Growth and Income Fund Class F-2 IGFFX was added by aconrad1 4/7/2016 Remove Belden Inc. BDC was added by aconrad1 4/7/2016 Remove First Trust Morningstar Dividend Leaders Index FDL was added by aconrad1 4/7/2016 Remove Eaton Vance Income Fund of Boston Class I EIBIX was added by aconrad1 4/7/2016 Gateway Fund Class A Shares GATEX was removed by aconrad1 4/7/2016 MFS Global Alternative Strategy Fund Class I DVRIX was removed by aconrad1 4/7/2016 American Funds The New Economy Fund Class F-2 NEFFX was removed by aconrad1 4/7/2016 SPDR Barclays High Yield Bond ETF JNK was removed by aconrad1 4/7/2016 iShares Core U.S. Aggregate Bond ETF AGG was removed by aconrad1 4/7/2016 First Trust Mid Cap Core AlphaDEX Fund FNX was removed by aconrad1 1/23/2015 First Trust Energy AlphaDEX Fund FXN was added by aconrad1 1/23/2015 First Trust Mid Cap Core AlphaDEX Fund FNX was added by aconrad1 1/23/2015 Victory INCORE Fund for Income Class A IPFIX was removed by aconrad1 7/11/2014 PIMCO Emerging Markets Bond Fund Class A PAEMX was removed by aconrad1 7/11/2014 Oppenheimer International Bond Fund Class A OIBAX was removed by aconrad1 7/11/2014 Miller Convertible Bond Fund Class A MCFAX was removed by aconrad1 7/11/2014 Loomis Sayles Strategic Income Fund Class A NEFZX was removed by aconrad1 7/11/2014 Hotchkis & Wiley High Yield Fund Class A HWHAX was removed by aconrad1 7/11/2014 Deutsche Short Duration Fund Class S DBPIX was removed by aconrad1 7/11/2014 American Funds Capital World Growth and Income Fund Class F-1 CWGFX was removed by aconrad1 7/11/2014 Franklin Utilities Class A FKUTX was removed by aconrad1 7/11/2014 American Funds New World Fund Class F-1 NWFFX was removed by aconrad1 7/11/2014 Hotchkis & Wiley Mid-Cap Value Fund Class A HWMAX was removed by aconrad1 7/11/2014 The Merger Fund Investor Class MERFX was removed by aconrad1 7/11/2014 T. Rowe Price Equity Income Fund Advisor Class PAFDX was removed by aconrad1 7/11/2014 iShares Core U.S. Aggregate Bond ETF AGG was added by aconrad1 7/11/2014 SPDR Barclays Convertible Securities ETF CWB was added by aconrad1 7/11/2014 SPDR Barclays High Yield Bond ETF JNK was added by aconrad1 7/11/2014 Vanguard Short-Term Corporate Bond ETF VCSH was added by aconrad1 7/11/2014 American Funds American Mutual Fund Class F-2 AMRFX was added by aconrad1 7/11/2014 American Funds The New Economy Fund Class F-2 NEFFX was added by aconrad1 7/11/2014 Dodge & Cox International Stock Fund DODFX was added by aconrad1 7/11/2014 Remove Deutsche Global Infrastructure Fund Class S TOLSX was added by aconrad1 7/11/2014 Fidelity New Markets Income Fund FNMIX was added by aconrad1 7/11/2014 Remove MFS Global Alternative Strategy Fund Class I DVRIX was added by aconrad1 7/11/2014 Templeton Global Bond Fund Advisor Class TGBAX was added by aconrad1 7/11/2014 Remove Vanguard Selected Value Fund Investor Shares VASVX was added by aconrad1 7/11/2014 SPDR Gold Shares GLD was added by aconrad1 4/21/2014 Remove Victory INCORE Fund for Income Class A IPFIX was added by aconrad1 4/4/2014 T. Rowe Price Equity Income Fund Advisor Class PAFDX was added by aconrad1 4/4/2014 PIMCO Emerging Markets Bond Fund Class A PAEMX was added by aconrad1 4/4/2014 Oppenheimer Senior Floating Rate Fund Class A OOSAX was added by aconrad1 4/4/2014 Oppenheimer International Bond Fund Class A OIBAX was added by aconrad1 4/4/2014 American Funds New World Fund Class F-1 NWFFX was added by aconrad1 4/4/2014 The Merger Fund Investor Class MERFX was added by aconrad1 4/4/2014 Miller Convertible Bond Fund Class A MCFAX was added by aconrad1 4/4/2014 Loomis Sayles Strategic Income Fund Class A NEFZX was added by aconrad1 4/4/2014 Hotchkis & Wiley Mid-Cap Value Fund Class A HWMAX was added by aconrad1 4/4/2014 Hotchkis & Wiley High Yield Fund Class A HWHAX was added by aconrad1 4/4/2014 Gateway Fund Class A Shares GATEX was added by aconrad1 4/4/2014 Franklin Utilities Class A FKUTX was added by aconrad1 4/4/2014 Deutsche Short Duration Fund Class S DBPIX was added by aconrad1 4/4/2014 American Funds Capital World Growth and Income Fund Class F-1 CWGFX was added by aconrad1 4/4/2014 US Cash / Money Market USCASH was added by aconrad1 4/4/2014 Remove

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