| Name | Ticker | Action | Date | |
| William Blair Emerging Markets Leaders Fund Class I | WBELX | was added by brian | 6/21/2021 | Remove |
| William Blair Emerging Markets Leaders Fund Class I | WBELX | was removed by brian | 6/21/2021 | Remove |
| International Stock Index - Class C (State Street) | | was added by brian | 6/16/2021 | Remove |
| Inflation Protected Bond Index - Class C (State Street) | | was added by brian | 6/16/2021 | Remove |
| U.S. Large Cap Value Equity Fund (Northern Trust) | | was added by brian | 6/16/2021 | Remove |
| Artisan International Growth Trust | | was added by brian | 6/16/2021 | Remove |
| Prudential Core Plus Bond Fund | | was added by brian | 6/16/2021 | Remove |
| Russell Small/Mid Cap Index - Class K | | was added by brian | 6/16/2021 | Remove |
| State Street S&P 500 Index - Class K | | was added by brian | 6/16/2021 | Remove |
| William Blair Emerging Markets Leaders Fund Class I | WBELX | was added by brian | 6/16/2021 | Remove |
| MacKay High Yield Corporate Bond Fund Class R6 | | was added by brian | 6/16/2021 | Remove |
| Goldman Sachs Small/Mid Cap Value R6 | GMCUX | was added by brian | 6/16/2021 | Remove |
| AB Discovery Growth Z | CHCZX | was added by brian | 6/16/2021 | Remove |
| Federal Money Market Fund Investor Shares | | was added by brian | 6/16/2021 | Remove |
| U.S. Large Cap Growth Equity Fund (T. Rowe Price) | | was added by brian | 6/16/2021 | Remove |
| U.S. Large Cap Growth Equity Fund (T. Rowe Price) | | was removed by brian | 6/16/2021 | Remove |
| U.S. Large Cap Growth Equity Fund (T. Rowe Price) | | was added by brian | 6/16/2021 | Remove |
| Federal Money Market Fund Investor Shares | | was removed by brian | 6/16/2021 | Remove |
| Inflation Protected Fixed Income Fund | | was removed by brian | 6/16/2021 | |
| MacKay High Yield Corporate Bond Fund Class R6 | | was removed by brian | 6/16/2021 | Remove |
| U.S. Large Cap Value Equity Fund | | was removed by brian | 6/16/2021 | |
| U.S. Large Cap Equity Fund - Passive | | was removed by brian | 6/16/2021 | |
| U.S. Large Cap Growth Equity Fund (T. Rowe Price) | | was removed by brian | 6/16/2021 | Remove |
| U.S. Small-Mid Cap Equity Fund - Passive | | was removed by brian | 6/16/2021 | |
| U.S. Small-Mid Cap Growth Equity Fund | | was removed by brian | 6/16/2021 | |
| Emerging Markets Equity Fund | | was removed by brian | 6/16/2021 | |
| Artisan International Growth Trust | | was removed by brian | 6/16/2021 | Remove |
| International Equity Fund - Passive | | was removed by brian | 6/16/2021 | |
| Intermediate Term Fixed Income Fund | | was removed by brian | 6/16/2021 | |
| Intermediate Term Fixed Income Fund | | was added by bmurphy | 9/8/2018 | |
| U.S. Small-Mid Cap Equity Fund - Passive | | was removed by bmurphy | 9/8/2018 | |
| U.S. Small-Mid Cap Equity Fund - Passive | | was added by bmurphy | 9/8/2018 | |
| International Equity Fund - Passive | | was added by bmurphy | 9/8/2018 | |
| Artisan International Growth Trust | | was added by bmurphy | 9/8/2018 | Remove |
| Artisan International Growth Trust | | was removed by bmurphy | 9/8/2018 | Remove |
| Emerging Markets Equity Fund | | was added by bmurphy | 9/8/2018 | |
| Emerging Markets Equity Fund | | was removed by bmurphy | 9/8/2018 | |
| U.S. Small-Mid Cap Growth Equity Fund | | was added by bmurphy | 9/8/2018 | |
| U.S. Small-Mid Cap Growth Equity Fund | | was removed by bmurphy | 9/8/2018 | |
| U.S. Small-Mid Cap Equity Fund - Passive | | was added by bmurphy | 9/8/2018 | |
| U.S. Small-Mid Cap Equity Fund - Passive | | was removed by bmurphy | 9/8/2018 | |
| U.S. Large Cap Growth Equity Fund (T. Rowe Price) | | was added by bmurphy | 9/8/2018 | Remove |
| U.S. Large Cap Growth Equity Fund (T. Rowe Price) | | was removed by bmurphy | 9/8/2018 | Remove |
| U.S. Large Cap Equity Fund - Passive | | was added by bmurphy | 9/8/2018 | |
| U.S. Large Cap Equity Fund - Passive | | was removed by bmurphy | 9/8/2018 | |
| U.S. Large Cap Value Equity Fund | | was added by bmurphy | 9/8/2018 | |
| U.S. Large Cap Value Equity Fund | | was removed by bmurphy | 9/8/2018 | |
| MacKay High Yield Corporate Bond Fund Class R6 | | was added by bmurphy | 9/8/2018 | Remove |
| MacKay High Yield Corporate Bond Fund Class R6 | | was removed by bmurphy | 9/8/2018 | Remove |
| Inflation Protected Fixed Income Fund | | was added by bmurphy | 9/8/2018 | |
| Inflation Protected Fixed Income Fund | | was removed by bmurphy | 9/8/2018 | |
| Federal Money Market Fund Investor Shares | | was added by bmurphy | 9/8/2018 | Remove |
| Federal Money Market Fund Investor Shares | | was removed by bmurphy | 9/8/2018 | Remove |
| MacKay High Yield Corporate Bond Fund Class R6 | | was added by bmurphy | 9/7/2018 | Remove |
| State Street Target Retirement 2060 Fund Class K | SSDYX | was added by bmurphy | 9/7/2018 | Remove |
| State Street Target Retirement 2055 Fund Class K | SSDQX | was added by bmurphy | 9/7/2018 | Remove |
| State Street Target Retirement 2050 Fund Class K | SSDLX | was added by bmurphy | 9/7/2018 | Remove |
| State Street Target Retirement 2045 Fund Class K | SSDEX | was added by bmurphy | 9/7/2018 | Remove |
| State Street Target Retirement 2035 Fund Class K | SSCKX | was added by bmurphy | 9/7/2018 | Remove |
| State Street Target Retirement 2030 Fund Class K | SSBYX | was added by bmurphy | 9/7/2018 | Remove |
| State Street Target Retirement 2025 Fund Class K | SSBSX | was added by bmurphy | 9/7/2018 | Remove |
| State Street Target Retirement 2020 Fund Class K | SSBOX | was added by bmurphy | 9/7/2018 | Remove |
| State Street Target Retirement 2015 Fund Class K | SSBHX | was added by bmurphy | 9/7/2018 | Remove |
| State Street Target Retirement Fund Class K | SSFOX | was added by bmurphy | 9/7/2018 | Remove |
| Federal Money Market Fund Investor Shares | | was added by bmurphy | 9/7/2018 | Remove |
| State Street Target Retirement 2040 Fund Class K | SSCQX | was added by bmurphy | 9/7/2018 | Remove |
| Inflation Protected Fixed Income Fund | | was added by bmurphy | 9/7/2018 | |
| U.S. Large Cap Equity Fund - Passive | | was added by bmurphy | 9/7/2018 | |
| U.S. Large Cap Growth Equity Fund (T. Rowe Price) | | was added by bmurphy | 9/7/2018 | Remove |
| U.S. Small-Mid Cap Equity Fund - Passive | | was added by bmurphy | 9/7/2018 | |
| U.S. Small-Mid Cap Growth Equity Fund | | was added by bmurphy | 9/7/2018 | |
| EB U.S. Real Estate Securities Fund | | was added by bmurphy | 9/7/2018 | Remove |
| Artisan International Growth Trust | | was added by bmurphy | 9/7/2018 | Remove |
| Emerging Markets Equity Fund | | was added by bmurphy | 9/7/2018 | |
| U.S. Large Cap Value Equity Fund | | was added by bmurphy | 9/7/2018 | |