Enterprise Holdings Retirement Savings 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   BlackRock LifePath Active 2020 Fund Class K BIPCX was removed by brian 2/1/2020 BlackRock LifePath Active 2030 Fund Class K BIPEX was removed by brian 2/1/2020 BlackRock LifePath Active 2050 Fund Class K BIPKX was removed by brian 2/1/2020 BlackRock LifePath Retirement Portfolio Institutional Shares STLAX was removed by brian 2/1/2020 BlackRock LifePath Active 2055 Fund Class K Shares BIPLX was removed by brian 2/1/2020 BlackRock LifePath Active 2045 Fund Class K BIPJX was removed by brian 2/1/2020 BlackRock LifePath Active 2040 Fund Class K BIPHX was removed by brian 2/1/2020 BlackRock LifePath Index 2060 Fund Class K LIZKX was added by brian 2/1/2020 Remove BlackRock LifePath Index 2055 Fund Class K Shares LIVKX was added by brian 2/1/2020 Remove BlackRock LifePath Index 2050 Fund Class K Shares LIPKX was added by brian 2/1/2020 Remove BlackRock LifePath Index 2045 Fund Class K Shares LIHKX was added by brian 2/1/2020 Remove BlackRock LifePath Index 2040 Fund Class K Shares LIKKX was added by brian 2/1/2020 Remove BlackRock LifePath Index 2035 Fund Class K Shares LIJKX was added by brian 2/1/2020 Remove BlackRock LifePath Index 2030 Fund Class K Shares LINKX was added by brian 2/1/2020 Remove BlackRock LifePath Index 2025 Fund Class K Shares LIBKX was added by brian 2/1/2020 Remove BlackRock LifePath Index 2020 Fund Class K Shares LIMKX was added by brian 2/1/2020 Remove BlackRock LifePath Index Retirement Fund Class K Shares LIRKX was added by brian 2/1/2020 Remove BlackRock LifePath Active 2040 Fund Class K BIPHX was added by brian 2/1/2020 BlackRock LifePath Active 2040 Fund Class K BIPHX was removed by brian 2/1/2020 BlackRock LifePath Active 2055 Fund Class K Shares BIPLX was added by Kivalia 4/25/2014 BlackRock LifePath Active 2045 Fund Class K BIPJX was added by Kivalia 4/25/2014 BlackRock LifePath Active 2050 Fund Class K BIPKX was added by Kivalia 4/25/2014 BlackRock LifePath Active 2040 Fund Class K BIPHX was added by Kivalia 4/25/2014 BlackRock LifePath Retirement Portfolio Institutional Shares STLAX was added by Kivalia 4/25/2014 BlackRock LifePath Active 2030 Fund Class K BIPEX was added by Kivalia 4/25/2014 BlackRock LifePath Active 2020 Fund Class K BIPCX was added by Kivalia 4/25/2014 Fidelity U.S. Bond Index Fund Institutional Class FXSTX was added by Kivalia 4/25/2014 PIMCO Total Return Fund Institutional Class PTTRX was added by Kivalia 4/25/2014 Remove Vanguard Star Fund Investor Shares VGSTX was added by Kivalia 4/25/2014 Remove Fidelity International Index Fund Institutional Class FSPNX was added by Kivalia 4/25/2014 American Funds EuroPacific Growth Fund Class R-6 RERGX was added by Kivalia 4/25/2014 Remove Vanguard Small-Cap Index Fund Institutional Shares VSCIX was added by Kivalia 4/25/2014 Remove US Cash / Money Market USCASH was added by Kivalia 4/25/2014 Remove ICM Small Company Portfolio ICSCX was added by Kivalia 4/25/2014 Remove Vanguard Mid-Cap Index Fund Institutional Shares VMCIX was added by Kivalia 4/25/2014 Remove Columbia Acorn Fund Class Z ACRNX was added by Kivalia 4/25/2014 Remove Vanguard Windsor II Fund Admiral Shares VWNAX was added by Kivalia 4/25/2014 Remove Fidelity 500 Index Fund Institutional Class FXSIX was added by Kivalia 4/25/2014 Nuveen Winslow Large-Cap Growth Fund Class I NVLIX was added by Kivalia 4/25/2014 Remove

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