Aperio Group Llc 401 K Profit Sharing Plan Trust

COMMENTS help
	bmurphy 12/28/2015 11:35:31 AM Plan is exactly correct as of 12/28/2015 Add Comment To add a new comment Log In or Sign Up

TRANSACTIONS help

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   Vanguard Windsor Fund Investor Share VWNDX was added by bmurphy 12/28/2015 Remove Vanguard U.S. Value Fund Investor Shares VUVLX was added by bmurphy 12/28/2015 Remove Vanguard Value Index Fund Investor Shares VIVAX was added by bmurphy 12/28/2015 Remove Vanguard Wellesley Income Fund Investor Shares VWINX was added by bmurphy 12/28/2015 Remove Vanguard Windsor II Fund Investor Share VWNFX was added by bmurphy 12/28/2015 Remove Vanguard U.S Growth Portfolio Fund Investor Shares VWUSX was added by bmurphy 12/28/2015 Remove Vanguard Total Bond Market Index Fund Investor Shares VBMFX was added by bmurphy 12/28/2015 Remove Vanguard Target Retirement Income Fund Investor Shares VTINX was added by bmurphy 12/28/2015 Remove Vanguard Target Retirement 2050 Fund Investor Shares VFIFX was added by bmurphy 12/28/2015 Remove Vanguard Target Retirement 2045 Fund Investor Shares VTIVX was added by bmurphy 12/28/2015 Remove Vanguard Target Retirement 2025 Fund Investor Shares VTTVX was added by bmurphy 12/28/2015 Remove Vanguard Target Retirement 2035 Fund Investor Shares VTTHX was added by bmurphy 12/28/2015 Remove Vanguard Target Retirement 2020 Fund Investor Shares VTWNX was added by bmurphy 12/28/2015 Remove Vanguard Target Retirement 2015 Fund Investor Shares VTXVX was added by bmurphy 12/28/2015 Remove Vanguard Total Stock Market Index Fund Investor Shares VTSMX was added by bmurphy 12/28/2015 Remove Vanguard Target Retirement 2010 Fund Investor Shares VTENX was added by bmurphy 12/28/2015 Remove Vanguard Star Fund Investor Shares VGSTX was added by bmurphy 12/28/2015 Remove Vanguard Small Capitalization Value Index Fund Investor Shares VISVX was added by bmurphy 12/28/2015 Remove Vanguard Small Capitalization Index Fund Investor Shares NAESX was added by bmurphy 12/28/2015 Remove Vanguard Small Capitalization Growth Index Fund Investor Shares VISGX was added by bmurphy 12/28/2015 Remove Vanguard Short-Term Treasury Fund Investor Shares VFISX was added by bmurphy 12/28/2015 Remove Vanguard Short-Term Federal Fund Investor Shares VSGBX was added by bmurphy 12/28/2015 Remove Vanguard Short-Term Bond Index Fund Investor Shares VBISX was added by bmurphy 12/28/2015 Remove Vanguard Prime Money Market Fund Investor Shares VMMXX was added by bmurphy 12/28/2015 Remove Vanguard Morgan Growth Fund Investor Shares VMRGX was added by bmurphy 12/28/2015 Remove Vanguard Short-Term Investment-Grade Fund Investor Shares VFSTX was added by bmurphy 12/28/2015 Remove Vanguard LifeStrategy Income Fund Investor Shares VASIX was added by bmurphy 12/28/2015 Remove Vanguard Mid-Cap Value Index Fund Investor Shares VMVIX was added by bmurphy 12/28/2015 Remove Vanguard Mid-Cap Growth Index Fund Investor Shares VMGIX was added by bmurphy 12/28/2015 Remove Vanguard LifeStrategy Moderate Growth Fund Investor Shares VSMGX was added by bmurphy 12/28/2015 Remove Vanguard Long-Term Bond Index Fund Investor Shares VBLTX was added by bmurphy 12/28/2015 Remove Vanguard Long-Term Investment-Grade Fund Investor Shares VWESX was added by bmurphy 12/28/2015 Remove Vanguard Long-Term Treasury Fund Investor Shares VUSTX was added by bmurphy 12/28/2015 Remove Vanguard Mid-Cap Index Fund Investor Shares VIMSX was added by bmurphy 12/28/2015 Remove Vanguard Intermediate-Term Bond Index Fund Investor Shares VBIIX was added by bmurphy 12/28/2015 Remove Vanguard Inflation-Protected Securities Fund Investor Shares VIPSX was added by bmurphy 12/28/2015 Remove Vanguard Growth Index Fund Investor Shares VIGRX was added by bmurphy 12/28/2015 Remove Vanguard GNMA Fund Investor Shares VFIIX was added by bmurphy 12/28/2015 Remove Vanguard Growth and Income Fund Investor Shares VQNPX was added by bmurphy 12/28/2015 Remove Vanguard LifeStrategy Conservative Growth Fund Investor Shares VSCGX was added by bmurphy 12/28/2015 Remove Vanguard Large Cap Index Fund Investor Shares VLACX was added by bmurphy 12/28/2015 Remove Vanguard Intermediate-Term Treasury Fund Investor Shares VFITX was added by bmurphy 12/28/2015 Remove Vanguard LifeStrategy Growth Fund Investor Shares VASGX was added by bmurphy 12/28/2015 Remove Vanguard Intermediate-Term Investment-Grade Fund Investor Shares VFICX was added by bmurphy 12/28/2015 Remove Vanguard Diversified Equity Fund Investor Shares VDEQX was added by bmurphy 12/28/2015 Remove Vanguard Global Equity Fund Investor Shares VHGEX was added by bmurphy 12/28/2015 Remove Vanguard FTSE Social Index Fund Investor Shares VFTSX was added by bmurphy 12/28/2015 Remove Vanguard Equity-Income Fund Investor Shares VEIPX was added by bmurphy 12/28/2015 Remove Vanguard Dividend Growth Fund Investor Shares VDIGX was added by bmurphy 12/28/2015 Remove Vanguard Balanced Index Fund Investor Shares VBINX was added by bmurphy 12/28/2015 Remove Vanguard 500 Index Fund Investor Class VFINX was added by bmurphy 12/28/2015 Remove Schwab International Index Fund SWISX was added by bmurphy 12/28/2015 Remove PIMCO CommodityRealReturn Strategy Fund Class A PCRAX was added by bmurphy 12/28/2015 Remove Cohen & Steers Realty Shares Fund CSRSX was added by bmurphy 12/28/2015 Remove

Updating Plan and Portfolio Allocations...

Please wait while we are processing the changes to your investment plan.
We are generating updated portfolio allocations for this plan, this may take up to a few seconds.