Coupa Software, Inc. Retirement Trust

vijay.rao 10/23/2017 1:51:13 PM
This may not be the complete list of funds available.

vijay.rao 10/25/2017 7:57:00 PM
I have added the full list of funds as of 10/25/17.

vijay.rao 9/7/2018 1:15:43 PM
Removed DDFIX; added RMWEX & OOSIX

vijay.rao 9/7/2018 1:17:22 PM
Correction: Added RWMEX (not RMWEX)

Name	Ticker	Action	Date
DFA Inflation-Protected Securities Portfolio Institutional Class	DIPSX	was added by vijay.rao	9/25/2020	Remove
T. Rowe Price Retirement 2060 Fund	TRRLX	was added by vijay.rao	9/25/2020	Remove
American Funds EuroPacific Growth Fund Class R-6	RERGX	was added by vijay.rao	9/25/2020	Remove
American Funds Washington Mutual Investors Fund Class R-4	RWMEX	was added by vijay.rao	9/7/2018	Remove
Oppenheimer Senior Floating Rate Fund Class I	OOSIX	was added by vijay.rao	9/7/2018	Remove
Invesco Diversified Dividend Fund R5 Class	DDFIX	was removed by vijay.rao	9/7/2018
Fidelity Government Money Market Fund	SPAXX	was added by vijay.rao	10/23/2017	Remove
Baird Core Plus Bond Fund Class Investor	BCOSX	was added by vijay.rao	10/23/2017	Remove
Templeton Global Bond Fund Advisor Class	TGBAX	was added by vijay.rao	10/23/2017	Remove
PIMCO Real Return Fund Administrative Class	PARRX	was added by vijay.rao	10/23/2017	Remove
Fidelity U.S. Bond Index Fund Premium Class	FSITX	was added by vijay.rao	10/23/2017
Fidelity High Income Fund	SPHIX	was added by vijay.rao	10/23/2017	Remove
T. Rowe Price Retirement 2055 Fund	TRRNX	was added by vijay.rao	10/23/2017	Remove
T. Rowe Price Retirement 2045 Fund	TRRKX	was added by vijay.rao	10/23/2017	Remove
T. Rowe Price Retirement 2035 Fund	TRRJX	was added by vijay.rao	10/23/2017	Remove
T. Rowe Price Retirement 2030 Fund	TRRCX	was added by vijay.rao	10/23/2017	Remove
T. Rowe Price Retirement 2025 Fund	TRRHX	was added by vijay.rao	10/23/2017	Remove
T. Rowe Price Retirement 2020 Fund	TRRBX	was added by vijay.rao	10/23/2017	Remove
T. Rowe Price Retirement 2015 Fund	TRRGX	was added by vijay.rao	10/23/2017	Remove
T. Rowe Price Retirement 2010 Fund	TRRAX	was added by vijay.rao	10/23/2017	Remove
T. Rowe Price Retirement 2005 Fund	TRRFX	was added by vijay.rao	10/23/2017	Remove
T. Rowe Price Retirement Balanced Fund	TRRIX	was added by vijay.rao	10/23/2017	Remove
Fidelity Real Estate Index Fund Premium Class	FSRVX	was added by vijay.rao	10/23/2017
Invesco International Growth Fund R5 Class	AIEVX	was added by vijay.rao	10/23/2017	Remove
Fidelity International Index Fund Premium Class	FSIVX	was added by vijay.rao	10/23/2017
Fidelity Emerging Markets Index Fund Premium Class	FPMAX	was added by vijay.rao	10/23/2017
Fidelity Small Cap Index Fund Premium Class	FSSVX	was added by vijay.rao	10/23/2017
Conestoga Small Cap Fund Investors Class	CCASX	was added by vijay.rao	10/23/2017	Remove
American Beacon Small Cap Value Fund Investor Class	AVPAX	was added by vijay.rao	10/23/2017	Remove
Victory Sycamore Established Value Fund Class I	VEVIX	was added by vijay.rao	10/23/2017	Remove
Invesco Diversified Dividend Fund R5 Class	DDFIX	was added by vijay.rao	10/23/2017
Neuberger Berman Mid Cap Growth Fund Trust Class	NBMTX	was added by vijay.rao	10/23/2017	Remove
T. Rowe Price Retirement 2040 Fund	TRRDX	was added by vijay.rao	10/23/2017	Remove
T. Rowe Price Retirement 2050 Fund	TRRMX	was added by vijay.rao	10/23/2017	Remove
Fidelity Balanced Fund	FBALX	was added by vijay.rao	10/23/2017	Remove
Vanguard Short-Term Bond Index Fund Admiral Shares	VBIRX	was added by vijay.rao	10/23/2017	Remove
Fidelity Capital & Income Fund	FAGIX	was added by vijay.rao	10/23/2017	Remove
DFA U.S. Core Equity 1 Portfolio Institutional Class	DFEOX	was added by vijay.rao	10/23/2017	Remove
Fidelity 500 Index Fund Premium Class	FUSVX	was added by vijay.rao	10/23/2017
Fidelity Contrafund Fund	FCNTX	was added by vijay.rao	10/23/2017	Remove
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	was added by vijay.rao	10/23/2017	Remove
Artisan International Fund Investor Class	ARTIX	was added by vijay.rao	10/23/2017	Remove