Habif, Arogeti & Wynne Employees Retirement 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   Vanguard Tax-Managed Small Cap Fund Admiral Shares VTMSX was added by Deleted User 7/11/2016 Remove American Funds EuroPacific Growth Fund Class R-6 RERGX was added by Deleted User 7/11/2016 Remove Artisan International Fund Institutional Class APHIX was removed by Deleted User 7/11/2016 Vanguard Explorer Fund Admiral Shares VEXRX was removed by Deleted User 7/11/2016 DFA Emerging Markets Small Cap Portfolio Institutional Class DEMSX was added by Deleted User 12/30/2014 Remove Fidelity Four-in-One Index Fund FFNOX was added by Deleted User 12/30/2014 Remove Vanguard Tax-Managed Balanced Fund Admiral Shares VTMFX was added by Deleted User 12/30/2014 Remove Vanguard Prime Money Market Fund Investor Shares VMMXX was added by Deleted User 12/30/2014 Remove Vanguard Explorer Fund Admiral Shares VEXRX was added by Deleted User 12/30/2014 American Funds American Balanced Fund Class R-6 RLBGX was added by Deleted User 12/30/2014 Remove Fidelity Mid Cap Index Fund Premium Class FSCKX was added by Deleted User 12/30/2014 Vanguard Growth Index Fund Admiral Shares VIGAX was added by Deleted User 12/30/2014 Remove Baird Aggregate Bond Fund Class Institutional BAGIX was added by Deleted User 12/30/2014 Remove Vanguard Total Bond Market Index Fund Admiral Shares VBTLX was removed by Deleted User 12/30/2014 Artisan International Fund Institutional Class APHIX was added by Deleted User 12/30/2014 Vanguard Small-Cap Index Fund Admiral Shares VSMAX was removed by Deleted User 12/30/2014 Vanguard Mid-Cap Index Fund Admiral Shares VIMAX was removed by Deleted User 12/30/2014 Westcore Plus Bond Fund Institutional Class WIIBX was removed by Deleted User 12/30/2014 Goldman Sachs Mid Cap Value Fund Institutional Class GSMCX was removed by Deleted User 12/30/2014 Loomis Sayles Bond Fund Institutional Class LSBDX was removed by Deleted User 12/30/2014 Nuveen Large Cap Growth Opportunities Fund Class I FIGWX was removed by Deleted User 12/30/2014 US Cash / Money Market USCASH was removed by Deleted User 12/30/2014 AllianzGI NFJ Small-Cap Value Fund Class A PCVAX was removed by Deleted User 12/30/2014 Baron Growth Fund Retail Shares BGRFX was removed by Deleted User 12/30/2014 Cohen & Steers Realty Shares Fund CSRSX was removed by Deleted User 12/30/2014 Columbia Acorn Fund Class Z ACRNX was removed by Deleted User 12/30/2014 Cullen High Dividend Equity Fund Class Institutional CHDVX was removed by Deleted User 12/30/2014 First Eagle Overseas Fund Class I SGOIX was removed by Deleted User 12/30/2014 Vanguard Total International Stock Index Fund Admiral Shares VTIAX was removed by Deleted User 12/30/2014 Vanguard Large Cap Index Fund Admiral Shares VLCAX was removed by Deleted User 12/30/2014 Vanguard Large Cap Index Fund Signal Shares VLCSX was removed by Deleted User 11/6/2014 Vanguard Large Cap Index Fund Admiral Shares VLCAX was added by Deleted User 11/6/2014 Vanguard Mid-Cap Index Fund Signal Shares VMISX was removed by Deleted User 11/6/2014 Vanguard Small Cap Index Fund Signal Shares VSISX was removed by Deleted User 11/6/2014 Vanguard Total Bond Market Index Fund Signal Shares VBTSX was removed by Deleted User 11/6/2014 Vanguard Total International Stock Index Fund Signal Shares VTSGX was removed by Deleted User 11/6/2014 Vanguard Total International Stock Index Fund Admiral Shares VTIAX was added by Deleted User 11/6/2014 Vanguard Total Bond Market Index Fund Admiral Shares VBTLX was added by Deleted User 11/6/2014 Vanguard Small-Cap Index Fund Admiral Shares VSMAX was added by Deleted User 11/6/2014 Vanguard Mid-Cap Index Fund Admiral Shares VIMAX was added by Deleted User 11/6/2014 Westcore Plus Bond Fund Institutional Class WIIBX was added by Deleted User 10/7/2014 Westcore Plus Bond Fund Institutional Class WIIBX was removed by Deleted User 10/7/2014 Westcore Plus Bond Fund Institutional Class WIIBX was added by Deleted User 10/7/2014 Vanguard Total International Stock Index Fund Signal Shares VTSGX was added by Deleted User 10/7/2014 Vanguard Small Cap Index Fund Signal Shares VSISX was added by Deleted User 10/7/2014 Vanguard Mid-Cap Index Fund Signal Shares VMISX was added by Deleted User 10/7/2014 Vanguard Large Cap Index Fund Signal Shares VLCSX was added by Deleted User 10/7/2014 Nuveen Large Cap Growth Opportunities Fund Class I FIGWX was added by Deleted User 10/7/2014 Loomis Sayles Bond Fund Institutional Class LSBDX was added by Deleted User 10/7/2014 Goldman Sachs Mid Cap Value Fund Institutional Class GSMCX was added by Deleted User 10/7/2014 Vanguard Total Bond Market Index Fund Signal Shares VBTSX was added by Deleted User 10/7/2014 First Eagle Overseas Fund Class I SGOIX was added by Deleted User 10/7/2014 Cullen High Dividend Equity Fund Class Institutional CHDVX was added by Deleted User 10/7/2014 Columbia Acorn Fund Class Z ACRNX was added by Deleted User 10/7/2014 Cohen & Steers Realty Shares Fund CSRSX was added by Deleted User 10/7/2014 Baron Growth Fund Retail Shares BGRFX was added by Deleted User 10/7/2014 AllianzGI NFJ Small-Cap Value Fund Class A PCVAX was added by Deleted User 10/7/2014 US Cash / Money Market USCASH was added by Deleted User 10/7/2014

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