NV5

brian 11/5/2019 10:21:57 PM
Added slightly higher share class options for the following funds: AB Global Bond Fund, BlackRock Mid-Cap Growth Equity, Janus Triton Fund & Columbia Global Technology Growth Fund.

Name	Ticker	Action	Date
Fidelity Freedom Index 2055 Instl Prem	ffldx	was added by Igor.Gerzen	4/22/2020	Remove
Fidelity Freedom Index 2050 Instl Prem	ffopx	was added by Igor.Gerzen	4/22/2020	Remove
Fidelity Freedom Index 2045 Instl Prem	ffolx	was added by Igor.Gerzen	4/22/2020	Remove
Fidelity Freedom Index 2040 Instl Prem	ffizx	was added by Igor.Gerzen	4/22/2020	Remove
Fidelity Freedom Index 2035 Instl Prem	ffezx	was added by Igor.Gerzen	4/22/2020	Remove
Fidelity Freedom Index 2030 Instl Prem	ffegx	was added by Igor.Gerzen	4/22/2020	Remove
Fidelity Freedom Index 2025 Instl Prem	ffedx	was added by Igor.Gerzen	4/22/2020	Remove
Fidelity Freedom Index 2020 Instl Prem	fiwtx	was added by Igor.Gerzen	4/22/2020	Remove
Brown Advisory Sustainable Growth Fund Investor Shares	BIAWX	was added by Igor.Gerzen	4/22/2020	Remove
Fidelity Freedom Index 2060 Instl Prem	fflex	was added by Igor.Gerzen	4/22/2020	Remove
Fidelity Freedom Index 2030 Fund Investor Class	FXIFX	was removed by Igor.Gerzen	4/22/2020
Fidelity Freedom Index 2035 Fund Investor Class	FIHFX	was removed by Igor.Gerzen	4/22/2020
Fidelity Freedom Index 2040 Fund Investor Class	FBIFX	was removed by Igor.Gerzen	4/22/2020
Fidelity Freedom Index 2045 Fund Investor Class	FIOFX	was removed by Igor.Gerzen	4/22/2020
Fidelity Freedom Index 2050 Fund Investor Class	FIPFX	was removed by Igor.Gerzen	4/22/2020
Fidelity Freedom Index 2055 Fund Investor Class	FDEWX	was removed by Igor.Gerzen	4/22/2020
Fidelity Freedom Index 2025 Fund Investor Class	FQIFX	was removed by Igor.Gerzen	4/22/2020
Fidelity Freedom Index 2020 Fund Investor Class	FPIFX	was removed by Igor.Gerzen	4/22/2020
Invesco Stable Asset - ADPZ Class		was added by brian	11/5/2019	Remove
Columbia Global Technology Growth Fund Class R5	CTHRX	was added by brian	11/5/2019	Remove
Oppenheimer Developing Markets Fund Class R	ODVNX	was added by brian	11/5/2019	Remove
Invesco Global Opportunities Fund Class R6	IFOPX	was added by brian	11/5/2019	Remove
Janus Triton Fund Class N	JGMNX	was added by brian	11/5/2019	Remove
BlackRock Mid-Cap Growth Equity Portfolio Institutional Shares	CMGIX	was added by brian	11/5/2019	Remove
AB Global Bond Fund Class I	ANAIX	was added by brian	11/5/2019	Remove
Columbia Global Technology Growth Fund Class R5	CTHRX	was removed by Igor.Gerzen	11/5/2019	Remove
Wells Fargo Precious Metals Fund - Class Inst	EKWYX	was removed by Igor.Gerzen	11/5/2019
Oppenheimer Developing Markets Fund Class A	ODMAX	was removed by Igor.Gerzen	11/5/2019
Vanguard International Explorer Fund Investor Shares	VINEX	was removed by Igor.Gerzen	11/5/2019
American Funds EuroPacific Growth Fund Class R-6	RERGX	was added by Igor.Gerzen	11/5/2019	Remove
American Funds EuroPacific Growth Fund Class R-4	REREX	was removed by Igor.Gerzen	11/5/2019
Vanguard Small Cap Value Index Fund Admiral Shares	VSIAX	was added by Igor.Gerzen	11/5/2019	Remove
Undiscovered Managers Behavioral Value Fund Class R6	UBVFX	was removed by Igor.Gerzen	11/5/2019
Wells Fargo Discovery Fund - Class Admin	WFDDX	was removed by Igor.Gerzen	11/5/2019
Franklin DynaTech Fund Class R6	FDTRX	was added by Igor.Gerzen	11/5/2019	Remove
American Funds AMCAP Fund Class R-4	RAFEX	was removed by Igor.Gerzen	11/5/2019
Fidelity Freedom Index 2055 Fund Investor Class	FDEWX	was added by Igor.Gerzen	11/5/2019
JPMorgan SmartRetirement 2055 Fund Class Institutional Shares	JFFIX	was removed by Igor.Gerzen	11/5/2019
Fidelity Freedom Index 2050 Fund Investor Class	FIPFX	was added by Igor.Gerzen	11/5/2019
JPMorgan SmartRetirement 2050 Fund Class Institutional Shares	JTSIX	was removed by Igor.Gerzen	11/5/2019
Fidelity Freedom Index 2045 Fund Investor Class	FIOFX	was added by Igor.Gerzen	11/5/2019
JPMorgan SmartRetirement 2045 Fund Class Institutional Shares	JSAIX	was removed by Igor.Gerzen	11/5/2019
Fidelity Freedom Index 2040 Fund Investor Class	FBIFX	was added by Igor.Gerzen	11/5/2019
JPMorgan SmartRetirement 2040 Fund Class Institutional Shares	SMTIX	was removed by Igor.Gerzen	11/5/2019
Fidelity Freedom Index 2035 Fund Investor Class	FIHFX	was added by Igor.Gerzen	11/5/2019
JPMorgan SmartRetirement 2035 Fund Class Institutional Shares	SRJIX	was removed by Igor.Gerzen	11/5/2019
Fidelity Freedom Index 2030 Fund Investor Class	FXIFX	was added by Igor.Gerzen	11/5/2019
JPMorgan SmartRetirement 2030 Fund Class Institutional Shares	JSMIX	was removed by Igor.Gerzen	11/5/2019
Fidelity Freedom Index 2025 Fund Investor Class	FQIFX	was added by Igor.Gerzen	11/5/2019
JPMorgan SmartRetirement 2025 Fund Class Institutional Shares	JNSIX	was removed by Igor.Gerzen	11/5/2019
Fidelity Freedom Index 2020 Fund Investor Class	FPIFX	was added by Igor.Gerzen	11/5/2019
JPMorgan SmartRetirement 2020 Fund Class Institutional Shares	JTTIX	was removed by Igor.Gerzen	11/5/2019
Fidelity Freedom Index Income Fund Investor Class	FIKFX	was added by Igor.Gerzen	11/5/2019	Remove
JPMorgan SmartRetirement Income Fund Class Institutional Shares	JSIIX	was removed by Igor.Gerzen	11/5/2019
Templeton Global Bond Fund Advisor Class	TGBAX	was removed by Igor.Gerzen	11/5/2019
Western Asset Core Bond Fund Class I	WATFX	was added by Igor.Gerzen	11/5/2019	Remove
Western Asset Core Plus Bond Fund Class I	WACPX	was removed by Igor.Gerzen	11/5/2019
Vanguard Energy Fund Admiral Shares	VGELX	was added by brian	7/11/2019	Remove
Vanguard Energy Fund Admiral Shares	VGELX	was removed by brian	7/11/2019	Remove
Vanguard Energy Fund Admiral Shares	VGELX	was added by Igor.Gerzen	11/13/2017	Remove
Columbia Global Technology Growth Fund Class R5	CTHRX	was added by Igor.Gerzen	11/13/2017	Remove
Vanguard REIT Index Fund Admiral Shares	VGSLX	was added by Igor.Gerzen	11/13/2017	Remove
Wells Fargo Precious Metals Fund - Class Inst	EKWYX	was added by Igor.Gerzen	11/13/2017
Vanguard Health Care Fund Admiral Shares	VGHAX	was added by Igor.Gerzen	11/13/2017	Remove
Oppenheimer Developing Markets Fund Class A	ODMAX	was added by Igor.Gerzen	11/13/2017
Wasatch International Growth Fund Investor Class	WAIGX	was added by Igor.Gerzen	11/13/2017	Remove
Vanguard International Explorer Fund Investor Shares	VINEX	was added by Igor.Gerzen	11/13/2017
American Funds EuroPacific Growth Fund Class R-4	REREX	was added by Igor.Gerzen	11/13/2017
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	was added by Igor.Gerzen	11/13/2017	Remove
Dodge & Cox International Stock Fund	DODFX	was added by Igor.Gerzen	11/13/2017	Remove
Wells Fargo Small Company Growth Fund - Class Inst	WSCGX	was added by Igor.Gerzen	11/13/2017	Remove
Fidelity Small Cap Index Fund Premium Class	FSSVX	was added by Igor.Gerzen	11/13/2017
Undiscovered Managers Behavioral Value Fund Class R6	UBVFX	was added by Igor.Gerzen	11/13/2017
Wells Fargo Discovery Fund - Class Admin	WFDDX	was added by Igor.Gerzen	11/13/2017
Fidelity Mid Cap Index Fund Premium Class	FSCKX	was added by Igor.Gerzen	11/13/2017
Victory Sycamore Established Value Fund Class R6	VEVRX	was added by Igor.Gerzen	11/13/2017	Remove
American Funds AMCAP Fund Class R-4	RAFEX	was added by Igor.Gerzen	11/13/2017
Fidelity 500 Index Fund Institutional Class	FXSIX	was added by Igor.Gerzen	11/13/2017
Delaware Value Fund Institutional Class	DDVIX	was added by Igor.Gerzen	11/13/2017	Remove
JPMorgan SmartRetirement 2055 Fund Class Institutional Shares	JFFIX	was added by Igor.Gerzen	11/13/2017
JPMorgan SmartRetirement 2050 Fund Class Institutional Shares	JTSIX	was added by Igor.Gerzen	11/13/2017
JPMorgan SmartRetirement 2045 Fund Class Institutional Shares	JSAIX	was added by Igor.Gerzen	11/13/2017
JPMorgan SmartRetirement 2040 Fund Class Institutional Shares	SMTIX	was added by Igor.Gerzen	11/13/2017
JPMorgan SmartRetirement 2035 Fund Class Institutional Shares	SRJIX	was added by Igor.Gerzen	11/13/2017
JPMorgan SmartRetirement 2030 Fund Class Institutional Shares	JSMIX	was added by Igor.Gerzen	11/13/2017
JPMorgan SmartRetirement 2025 Fund Class Institutional Shares	JNSIX	was added by Igor.Gerzen	11/13/2017
JPMorgan SmartRetirement 2020 Fund Class Institutional Shares	JTTIX	was added by Igor.Gerzen	11/13/2017
JPMorgan SmartRetirement Income Fund Class Institutional Shares	JSIIX	was added by Igor.Gerzen	11/13/2017
Templeton Global Bond Fund Advisor Class	TGBAX	was added by Igor.Gerzen	11/13/2017
Vanguard Inflation-Protected Securities Fund Admiral Shares	VAIPX	was added by Igor.Gerzen	11/13/2017	Remove
Western Asset Core Plus Bond Fund Class I	WACPX	was added by Igor.Gerzen	11/13/2017
Fidelity U.S. Bond Index Fund Premium Class	FSITX	was added by Igor.Gerzen	11/13/2017