Mutual Fund – ETF

Selected List

Equity Category: Large Cap

Fund Name	Type	Symbol	Expense Ratio %
Vanguard 500 Index Fund	Mutual Fund	VFINX	.18
Vanguard Large-Cap ETF	ETF	VV	.12
iShares Morningstar Large Core Index	ETF	JKD	.20
Vanguard Total Stock Market ETF	ETF	VTI	.07
Fidelity Spartan Total Market Index Fund	Mutual Fund	FSTMX	.10
Vanguard Dividend Growth Inv	Mutual Fund	VDIGX	.31

Equity Category: Mid/Small Cap

Equity Category/Fund Name	Type	Symbol	Expense Ratio %
Mid Capitalization:
iShares S&P MidCap 400 Value Index	ETF	IJJ	.25
Vanguard Mid-Cap Value Index ETF	ETF	VOE	.14
Small Capitalization:
Vanguard Small-Cap Index ETF	ETF	VB	.14

Equity Category: Foreign/International Stocks

Fund Name	Type	Symbol	Expense Ratio %
Vanguard Total International Stock Index Fund	Mutual Fund	VGTSX	.32
Vanguard FTSE All-World Except-US Index ETF	ETF	VEU	.25
iShares MSCI Emerging Markets Index	ETF	EEM	.75

Fixed Income Category

Fixed Income Category/Fund Name	Duration¹	Type	Symbol	Expense Ratio %
US Government issues:
Vanguard Inflation-Protected Securities Fund	IT	Mutual Fund	VIPSX	.25
iShares Barclays TIPS Bond (Treasury Inflation-Protected Sec.)	IT-LT	ETF	TIP	.20
iShares Barclays 3-7 Year Treasury Bond Index	IT	ETF	IEI	.15
Vanguard Short-Term Treasury Fund	ST	Mutual Fund	VFISX	.22
Corporates (may include US Treasuries):
Vanguard Total Bond Market Index Fund	IT	Mutual Fund	VBMFX	.22
Vanguard Intermediate-Term Bond Index Fund	IT	Mutual Fund	VBIIX	.22

1- Duration: ST- short-term; IT - intermediate-term; LT - long-term

No warranty or suitability is given or implied for any fund listed herein.