1/18/2016 6:23:48 PM
Replaced Vanguard Signal w/ Vanguard Admiral class funds.
9/2/2020 1:45:09 PM
Funds changing as of Sep 25th.
Investment to be Added to the Plan:
VEMAX – Vanguard Emerging Mkts Stock Idx
VTIAX – Vanguard Total Intl Stock Idx Adm
VBILX – Vanguard Interm-Term Bond Index
VFIAX – Vanguard 500 Index Admiral
VIGAX – Vanguard Growth Index Admiral
VVIAX – Vanguard Value Index Adm
FSMAX – Fidelity Extended Market Index
VMGMX – Vanguard Mid-Cap Growth Idx
VMVAX – Vanguard Mis-Cap Value Index Am
VMFXX – Vanguard Federal Money Market Ivestor
PIMIX – PIMCO Income Instl
DBLSX – Doubleline low duration Bond I
VSMAX – Vanguard Small Cap Index Adm
VSGAX – Vanguard Small Cap Growth Index Adm
VSIAX – Vanguard Small Cap Value Index Adm
VTWNX – Vanguard Target Retirement 2020
VTTVX – Vanguard Target Retirement 2025
VTHRX – Vanguard Target Retirement 2030
VTTHX – Vanguard Target Retirement 2025
VFORX – Vanguard Target Retirement 2040
VTIVX – Vanguard Target Retirement 2045
VFIFX – Vanguard Target Retirement 2050
VFFVX – Vanguard Target Retirement 2055
VTTSX – Vanguard Target Retirement 2060
VLXVX – Vanguard Target Retirement 2065
VTINX – Vanguard Target Retirement Income Inv
9/2/2020 1:46:25 PM
Investments to be Eliminated from the Plan on Sep 25th:
DFEVX – DFA Emerging Markets Value I
ARTIX – Artisan International Investor
VAIPX – Vanguard Inflation-Protected Secs Adm
PTTRX – PIMCO Total Return Instl
VFIJX – Vanguard GNMA Adm
BEQGX – American Century Equity Growth Inv
VTSAX – Vanguard Total Stock Mkt Idx Adm
RGAGX – American Funds Growth fund of Ameri
TGIGX – TCW Relative Value Dividend Apprec
HFMDX – Hennessy Cornerstone Mid Cap 30 Inv
ARTQX – Artisan Mid Cap Value Investor
JMCVX – Janus Henderson Mid Cap Value T