Teamsters/Ups National 401(K) Tax Deferred Savings Plan

NAME TICKER ACTION DATE REMOVE
iShares Short Treasury Bond ETF SHV was added by brian 9/2/2020 11:22:49 AM
iShares Short Treasury Bond ETF SHV was removed by brian 9/2/2020 11:21:49 AM
iShares Russell 2000 ETF IWM was added by brian 9/2/2020 11:17:52 AM
iShares Russell 2000 ETF IWM was removed by brian 9/2/2020 11:17:15 AM
SPDR S&P MidCap 400 ETF Trust MDY was added by brian 9/2/2020 11:17:08 AM
iShares Core S&P Mid-Cap ETF IJH was removed by brian 9/2/2020 11:16:33 AM
SPDR S&P 500 ETF Trust SPY was added by brian 9/2/2020 11:16:01 AM
SPDR S&P 500 ETF Trust SPY was removed by brian 9/2/2020 11:15:20 AM
Vanguard Target Retirement 2060 Fund Investor Shares VTTSX was added by brian 1/16/2020 10:26:43 AM
Vanguard Target Retirement 2010 Fund Investor Shares VTENX was removed by bmurphy 9/25/2017 1:31:02 PM
iShares US Real Estate ETF IYR was added by bmurphy 4/30/2015 12:19:55 PM
Vanguard Target Retirement Income Fund Investor Shares VTINX was added by bmurphy 4/30/2015 12:19:55 PM
Vanguard Target Retirement 2055 Fund Investor Shares VFFVX was added by bmurphy 4/30/2015 12:19:55 PM
Vanguard Target Retirement 2050 Fund Investor Shares VFIFX was added by bmurphy 4/30/2015 12:19:55 PM
Vanguard Target Retirement 2045 Fund Investor Shares VTIVX was added by bmurphy 4/30/2015 12:19:54 PM
Vanguard Target Retirement 2040 Fund Investor Shares VFORX was added by bmurphy 4/30/2015 12:19:54 PM
Vanguard Target Retirement 2035 Fund Investor Shares VTTHX was added by bmurphy 4/30/2015 12:19:54 PM
Vanguard Target Retirement 2025 Fund Investor Shares VTTVX was added by bmurphy 4/30/2015 12:19:54 PM
Vanguard Target Retirement 2020 Fund Investor Shares VTWNX was added by bmurphy 4/30/2015 12:19:54 PM
Vanguard Target Retirement 2015 Fund Investor Shares VTXVX was added by bmurphy 4/30/2015 12:19:54 PM
Vanguard Target Retirement 2010 Fund Investor Shares VTENX was added by bmurphy 4/30/2015 12:19:54 PM
Vanguard Target Retirement 2030 Fund Investor Shares VTHRX was added by bmurphy 4/30/2015 12:19:54 PM
iShares Core MSCI Total International Stock ETF IXUS was added by bmurphy 4/30/2015 12:19:54 PM
iShares Russell 2000 ETF IWM was added by bmurphy 4/30/2015 12:19:53 PM
iShares Core S&P Mid-Cap ETF IJH was added by bmurphy 4/30/2015 12:19:53 PM
SPDR S&P 500 ETF Trust SPY was added by bmurphy 4/30/2015 12:19:53 PM
US Cash / Money Market USCASH was added by bmurphy 4/30/2015 12:19:53 PM
Bond Market Index Fund was added by bmurphy 4/30/2015 12:19:53 PM
iShares Short Treasury Bond ETF SHV was added by bmurphy 4/30/2015 12:19:53 PM

COMMENTS

Help
bmurphy4/30/2015 12:20:17 PM Used Vanguard target date funds to proxy the Bright Horizon target date series. Used iShares ETFs for other funds. Balanced fund was not included as this is a 50/50 (SPY/Agg) weight and no proxies found for it.
bmurphy9/25/2017 1:31:29 PM Removed Bright Horizon 2010 Fund.
brian1/16/2020 10:28:39 AM Added Bright Horizon 2060 Fund.
brian9/2/2020 11:19:31 AM Plan is correct as of today - missing balanced fund as there is no appropriate proxy.