Strongwood Distribution 401(K) 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 U.S. Government Securities Fund Class R-5 RGVFX was added by lizjdoidge 1/2/2015 Remove Vanguard Short-Term Federal Fund Admiral Shares VSGDX was added by lizjdoidge 1/2/2015 Remove John Hancock Variable Insurance Trust Total Bond Market Trust B Series I JTBMX was added by lizjdoidge 1/2/2015 Remove John Hancock II Core Bond Fund Class 1 JICDX was added by lizjdoidge 1/2/2015 Remove John Hancock Funds II Active Bond Fund Class 1 JIADX was added by lizjdoidge 1/2/2015 Remove John Hancock II Total Return Fund Class 1 JITRX was added by lizjdoidge 1/2/2015 Remove John Hancock II Invest Quality Bond Fund Class 1 JIQBX was added by lizjdoidge 1/2/2015 Remove PIMCO Total Return Fund Class A PTTAX was added by lizjdoidge 1/2/2015 Remove T. Rowe Price Spectrum Income Fund RPSIX was added by lizjdoidge 1/2/2015 Remove PIMCO Real Return Fund Class A PRTNX was added by lizjdoidge 1/2/2015 Remove PIMCO Global Bond (Unhedged) Fund Administrative Class PADMX was added by lizjdoidge 1/2/2015 Remove John Hancock Variable Insurance Trust Strategic Income Opportunities Trust Series I JESNX was added by lizjdoidge 1/2/2015 Remove John Hancock II High Yield Fund Class 1 JIHDX was added by lizjdoidge 1/2/2015 Remove PIMCO All Asset Fund Administrative Class PAALX was added by lizjdoidge 1/2/2015 Remove American Funds Capital Income Builder Class R-5 RIRFX was added by lizjdoidge 1/2/2015 Remove American Funds American Balanced Fund Class R-5 RLBFX was added by lizjdoidge 1/2/2015 Remove John Hancock Funds U.S. Growth Fund Class 1 JHUPX was added by lizjdoidge 1/2/2015 Remove BlackRock Global Allocation Fund, Inc. Institutional Shares MALOX was added by lizjdoidge 1/2/2015 Remove American Funds Washington Mutual Investors Fund Class R-5 RWMFX was added by lizjdoidge 1/2/2015 Remove Franklin Mutual Global Discovery Fund Class Z MDISX was added by lizjdoidge 1/2/2015 Remove Franklin Mutual Beacon Fund Class Z BEGRX was added by lizjdoidge 1/2/2015 Remove JPMorgan Mid Cap Value Fund Institutional Class FLMVX was added by lizjdoidge 1/2/2015 Remove American Funds Investment Company of America Class R-5 RICFX was added by lizjdoidge 1/2/2015 Remove Fidelity Contrafund Fund FCNTX was added by lizjdoidge 1/2/2015 Remove T. Rowe Price Equity Income Fund PRFDX was added by lizjdoidge 1/2/2015 Remove Vanguard Value Index Fund Admiral Shares VVIAX was added by lizjdoidge 1/2/2015 Remove John Hancock Variable Insurance Trust Utilities Trust Series I JEUTX was added by lizjdoidge 1/2/2015 Remove John Hancock Variable Insurance Trust Total Stock Market Index Trust Series I JETSX was added by lizjdoidge 1/2/2015 Remove John Hancock Variable Insurance Trust 500 Index Trust B Series I JFIVX was added by lizjdoidge 1/2/2015 Remove Domini Social Equity Fund Institutional Class DIEQX was added by lizjdoidge 1/2/2015 Remove Davis New York Venture Fund Class A NYVTX was added by lizjdoidge 1/2/2015 Remove American Funds The Growth Fund of America Class R-5 RGAFX was added by lizjdoidge 1/2/2015 Remove John Hancock Variable Insurance Trust Mid Value Trust Series I JEMUX was added by lizjdoidge 1/2/2015 Remove John Hancock II Capital Appreciation Fund Class 1 JICPX was added by lizjdoidge 1/2/2015 Remove Vanguard Mid-Cap Value ETF VOE was added by lizjdoidge 1/2/2015 Remove Vanguard Growth Index Fund Admiral Shares VIGAX was added by lizjdoidge 1/2/2015 Remove American Funds Capital World Growth and Income Fund Class R-5 RWIFX was added by lizjdoidge 1/2/2015 Remove John Hancock Funds Disciplined Value Fund Class R6 JDVWX was added by lizjdoidge 1/2/2015 Remove John Hancock Funds Blue Chip Growth Fund Class 1 JIBCX was added by lizjdoidge 1/2/2015 Remove John Hancock Variable Insurance Trust Value Trust Series I JEVLX was added by lizjdoidge 1/2/2015 Remove Invesco International Growth Fund R5 Class AIEVX was added by lizjdoidge 1/2/2015 Remove Victory Diversified Stock Fund Class A SRVEX was added by lizjdoidge 1/2/2015 Remove John Hancock Variable Insurance Trust Mid Cap Index Trust Series I JECIX was added by lizjdoidge 1/2/2015 Remove John Hancock Funds International Growth Fund Class 1 GOIOX was added by lizjdoidge 1/2/2015 Remove T. Rowe Price Small-Cap Value Fund PRSVX was added by lizjdoidge 1/2/2015 Remove John Hancock Variable Insurance Trust Small Cap Value Trust Series I JESVX was added by lizjdoidge 1/2/2015 Remove American Funds New World Fund Class R-5 RNWFX was added by lizjdoidge 1/2/2015 Remove John Hancock II Real Estate Securities Fund Class 1 JIREX was added by lizjdoidge 1/2/2015 Remove T. Rowe Price Health Sciences Fund PRHSX was added by lizjdoidge 1/2/2015 Remove John Hancock Variable Insurance Trust Financial Industries Trust Series I JEFSX was added by lizjdoidge 1/2/2015 Remove Ivy Asset Strategy Fund Class A WASAX was added by lizjdoidge 1/2/2015 Remove Vanguard Small Cap Value Index Fund Admiral Shares VSIAX was added by lizjdoidge 1/2/2015 Remove John Hancock Variable Insurance Trust Fundamental All Cap Core Trust Series I JEQAX was added by lizjdoidge 1/2/2015 Remove Vanguard Mid-Cap Growth ETF VOT was added by lizjdoidge 1/2/2015 Remove American Funds SMALLCAP World Fund Class R-5 RSLFX was added by lizjdoidge 1/2/2015 Remove Invesco Small Cap Growth Fund R5 Class GTSVX was added by lizjdoidge 1/2/2015 Remove John Hancock II Small Company Value Fund Class 1 JISVX was added by lizjdoidge 1/2/2015 Remove ClearBridge Aggressive Growth Fund Class I SAGYX was added by lizjdoidge 1/2/2015 Remove American Funds EuroPacific Growth Fund Class R-5 RERFX was added by lizjdoidge 1/2/2015 Remove Templeton World Fund Class A TEMWX was added by lizjdoidge 1/2/2015 Remove Franklin Small-Mid Cap Growth Fund Class A FRSGX was added by lizjdoidge 1/2/2015 Remove Oppenheimer Global Fund Class A OPPAX was added by lizjdoidge 1/2/2015 Remove American Century Heritage Fund Investor Class TWHIX was added by lizjdoidge 1/2/2015 Remove Vanguard Explorer Fund Admiral Shares VEXRX was added by lizjdoidge 1/2/2015 Remove John Hancock Variable Insurance Trust Science & Technology Trust Series I JESTX was added by lizjdoidge 1/2/2015 Remove John Hancock Variable Insurance Trust Small Cap Index Trust Series I JESIX was added by lizjdoidge 1/2/2015 Remove John Hancock II Mid Cap Stock Fund Class 1 JIMSX was added by lizjdoidge 1/2/2015 Remove DFA U.S. Small Cap Portfolio Institutional Class DFSTX was added by lizjdoidge 1/2/2015 Remove John Hancock Variable Insurance Trust International Equity Index Trust B Series I JIEQX was added by lizjdoidge 1/2/2015 Remove John Hancock Variable Insurance Trust Small Cap Growth Trust Series I JESGX was added by lizjdoidge 1/2/2015 Remove Oppenheimer Developing Markets Fund Class Y ODVYX was added by lizjdoidge 1/2/2015 Remove Vanguard Small-Cap Growth Index Fund Admiral Shares VSGAX was added by lizjdoidge 1/2/2015 Remove John Hancock II International Small Cap Fund Class 1 JIIMX was added by lizjdoidge 1/2/2015 Remove John Hancock Funds New Opportunities Fund Class 1 JISOX was added by lizjdoidge 1/2/2015 Remove T. Rowe Price Science and Technology Fund Advisor Class PASTX was added by lizjdoidge 1/2/2015 Remove DFA U.S. Targeted Value Portfolio Institutional Class DFFVX was added by lizjdoidge 1/2/2015 Remove John Hancock II International Value Fund Class 1 JIVIX was added by lizjdoidge 1/2/2015 Remove DFA International Value Portfolio Institutional Class DFIVX was added by lizjdoidge 1/2/2015 Remove Vanguard Energy Fund Admiral Shares VGELX was added by lizjdoidge 1/2/2015 Remove Royce Opportunity Fund Investment Class RYPNX was added by lizjdoidge 1/2/2015 Remove DFA Emerging Markets Value Portfolio Institutional Class DFEVX was added by lizjdoidge 1/2/2015 Remove Keeley Small Cap Value Fund Class A KSCVX was added by lizjdoidge 1/2/2015 Remove Tocqueville Gold Fund TGLDX was added by lizjdoidge 1/2/2015 Remove John Hancock Funds Lifestyle Conservative Portfolio Class 1 JILCX was added by lizjdoidge 1/2/2015 Remove John Hancock Funds Lifestyle Moderate Portfolio Class 1 JILMX was added by lizjdoidge 1/2/2015 Remove John Hancock Funds Lifestyle Balanced Portfolio Class 1 JILBX was added by lizjdoidge 1/2/2015 Remove John Hancock Funds Natural Resources Fund Class 1 JINRX was added by lizjdoidge 1/2/2015 Remove John Hancock Funds Lifestyle Growth Portfolio Class 1 JILGX was added by lizjdoidge 1/2/2015 Remove John Hancock Funds Lifestyle Aggressive Portfolio Class 1 JILAX was added by lizjdoidge 1/2/2015 Remove John Hancock Funds Retirement Living through 2015 Portfolio Class 1 JLBOX was added by lizjdoidge 1/2/2015 Remove John Hancock Funds Retirement Living through 2020 Portfolio Class 1 JLDOX was added by lizjdoidge 1/2/2015 Remove John Hancock Funds Retirement Living through 2025 Portfolio Class 1 JLEOX was added by lizjdoidge 1/2/2015 Remove John Hancock Funds Retirement Living through 2030 Portfolio Class 1 JLFOX was added by lizjdoidge 1/2/2015 Remove John Hancock Funds Retirement Living through 2010 Portfolio Class 1 JLAOX was added by lizjdoidge 1/2/2015 Remove John Hancock Funds Retirement Living through 2040 Portfolio Class 1 JLIOX was added by lizjdoidge 1/2/2015 Remove John Hancock Funds Retirement Living through 2035 Portfolio Class 1 JLHOX was added by lizjdoidge 1/2/2015 Remove John Hancock Funds Retirement Living through 2045 Portfolio Class 1 JLJOX was added by lizjdoidge 1/2/2015 Remove John Hancock Funds Retirement Living through 2050 Portfolio Class 1 JLKOX was added by lizjdoidge 1/2/2015 Remove US Cash / Money Market USCASH was added by lizjdoidge 1/2/2015 Remove

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