H-E-B Brand Savings & Retirement Plan

NAME TICKER ACTION DATE REMOVE
Vanguard Balanced Index Fund Admiral Shares VBIAX was removed by bmurphy 1/21/2019 9:13:47 PM
Vanguard Balanced Index Fund Admiral Shares VBIAX was added by bmurphy 1/21/2019 8:59:27 PM
iShares MSCI EAFE ETF EFA was added by bmurphy 1/21/2019 8:59:27 PM
SPDR S&P 500 ETF Trust SPY was added by bmurphy 1/21/2019 8:59:27 PM
iShares Government/Credit Bond ETF GBF was added by bmurphy 1/21/2019 8:59:27 PM
SPDR Barclays 1-3 Month T-Bill BIL was added by bmurphy 1/21/2019 8:59:27 PM

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bmurphy1/21/2019 9:03:49 PM The H-E-B Brand Savings & Retirement Plan offers a mix of "target allocation" funds that can't currently be modeled on the Kivalia platform. This includes 80% Stock/20% bond, 20% stock/80% bond indices and 50% S&P 500 /50% EAFE funds. In cases where an allocation to EFA is shown, we recommend doubling the recommended allocation and investing that amount in the 50% S&P 500/50% EAFE investment option and subtracting the difference from the S&P 500 allocation.