Sanju's Plan

brian 8/19/2019 10:33:52 PM
Plan is exactly correct except for 3 plans that are proxied by other classes of the same fund. Funds in question: FBCGX (replaced w/ FBGKX), DIEMX (replaced w/ DREGX), FKIDX (replaced w/ FDIKX).

Name	Ticker	Action	Date
AMG Managers Skyline Special Equities Fund Class S	SKSEX	was added by brian	8/19/2019	Remove
Fidelity Contrafund Fund Class K	FCNKX	was added by brian	8/19/2019	Remove
Fidelity Diversified International Fund Class K	FDIKX	was added by brian	8/19/2019	Remove
Fidelity Blue Chip Growth Fund Class K	FBGKX	was added by brian	8/19/2019	Remove
Driehaus Emerging Markets Growth Fund	DREGX	was added by brian	8/19/2019	Remove
Fidelity Extended Market Index	FSMAX	was added by brian	8/19/2019	Remove
Fidelity International Index	FSPSX	was added by brian	8/19/2019	Remove
Fidelity OTC Portfolio Class K	FOCKX	was added by brian	8/19/2019	Remove
Fidelity Total Market Index	FSKAX	was added by brian	8/19/2019	Remove
Loomis Sayles Small Cap Growth Fund Class N	LSSNX	was added by brian	8/19/2019	Remove
MFS Value Fund Class R6	MEIKX	was added by brian	8/19/2019	Remove
PRIMECAP Odyssey Aggressive Growth Fund	POAGX	was added by brian	8/19/2019	Remove
American Funds 2010 Target Date Retirement Fund Class R-6	RFTTX	was added by brian	8/19/2019	Remove
American Funds 2015 Target Date Retirement Fund Class R-6	RFJTX	was added by brian	8/19/2019	Remove
American Funds 2020 Target Date Retirement Fund Class R-6	RRCTX	was added by brian	8/19/2019	Remove
American Funds 2025 Target Date Retirement Fund Class R-6	RFDTX	was added by brian	8/19/2019	Remove
American Funds 2030 Target Date Retirement Fund Class R-6	RFETX	was added by brian	8/19/2019	Remove
American Funds 2035 Target Date Retirement Fund Class R-6	RFFTX	was added by brian	8/19/2019	Remove
American Funds 2040 Target Date Retirement Fund Class R-6	RFGTX	was added by brian	8/19/2019	Remove
American Funds 2045 Target Date Retirement Fund Class R-6	RFHTX	was added by brian	8/19/2019	Remove
American Funds 2050 Target Date Retirement Fund Class R-6	RFITX	was added by brian	8/19/2019	Remove
American Funds 2055 Target Date Retirement Fund Class R-6	RFKTX	was added by brian	8/19/2019	Remove
American Funds 2060 Target Date Retirement Fund Class R-6	RFUTX	was added by brian	8/19/2019	Remove
Fidelity Capital & Income Fund	FAGIX	was added by brian	8/19/2019	Remove
Fidelity U.S. Bond Index	FXNAX	was added by brian	8/19/2019	Remove
TRP Stable Value A		was added by brian	8/19/2019	Remove
Vanguard Inflation-Protected Securities Fund Institutional Shares	VIPIX	was added by brian	8/19/2019	Remove
Western Asset Core Plus Bond Fund Class IS	WAPSX	was added by brian	8/19/2019	Remove