2/16/2012 3:54:53 PM
Proxied Copper Rock Small Cap w/ Copper Rock Emgg Growth. Proxied EAFE Eq. Index fund w/ EFA. Proxied SSgA TIPs fund w/ TIP.
9/17/2012 10:18:43 AM
Removed Fidelity Magellan & Old Mutual Copper Rock Emgg. Growth as they have been removed from the plan.
1/23/2013 10:41:42 AM
Plan is correct as of 1/24/2013.
4/21/2013 5:13:14 PM
Plan is correct as of 4/21/13. Small Cap Core fund is proxied by Goldman Sachs Small Cap Value Instl., GSSIX.
7/21/2013 4:35:52 PM
Updated the plan with appropriate proxies. Small Cap Core fund is proxied solely by Goldman Sachs Small Cap Value, when it should be 50%/50% mix of this fund and Copper Rock Small Growth.
1/8/2014 11:22:20 AM
Plan is exactly correct on Kivalia as of 1/8/2014.
2/4/2014 5:23:35 PM
Updated plan to include Vanguard Target Retirement 2060.
2/6/2014 7:38:23 PM
Added DIEQX, removed DSEFX (higher fee fund).
7/13/2014 12:41:42 PM
Plan exactly correct as of 7/13/2014.