E*TRADE Commission-Free ETF Program

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PLAN FUNDS

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.

The table shows all the available investment options in the plan.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
iShares Core Growth Allocation ETF	AOR	C	U.S. All Cap	12	0.11%
iShares Core Aggressive Allocation ETF	AOA	C	U.S. All Cap	16	0.11%
John Hancock Multifactor Healthcare ETF	JHMH	F	U.S. Large Cap	20	0%
John Hancock Multifactor Large Cap ETF	JHML	C	U.S. All Cap	21	0%
iShares Core S&P Total U.S. Stock Market ETF	ITOT	C	U.S. All Cap	21	0.07%
JPMorgan Diversified Return US Equity ETF	JPUS	D++	U.S. Mid Cap	22	0%
Global X Conscious Companies ETF	KRMA	B	U.S. Large Cap	23	0%
JPMorgan Diversified Return U.S. Mid Cap Equity ETF	JPME	C++	U.S. Mid Cap	23	0%
John Hancock Multifactor Mid Cap ETF	JHMM	C++	U.S. Mid Cap	24	0%
John Hancock Multifactor Consumer Discretionary ETF	JHMC	A++	U.S. Mid Cap	25	0%
JH Multi Sml Cp Shs	JHSC	F++	U.S. Small Cap	29	0%
JP Morgan ETF Shs of Benef Interest Global Bond Opportunities Fund	JPGB	B	U.S. Large Cap	5	0%
iShares Core Conservative Allocation ETF	AOK	C	U.S. Large Cap	7	0.11%
iShares Core Moderate Allocation Fund	AOM	C	U.S. All Cap	9	0.11%
U.S. Equities - Growth
John Hancock Multifactor Technology ETF	JHMT	A--	U.S. All Cap - Growth	28	0%
Reality Shares Nasdaq NextGen Economy ETF	BLCN	A+	U.S. Small Cap - Growth	28	0%
U.S. Equities - Value
John Hancock Multifactor Consumer Staples ETF	JHMS	C+	U.S. Mega Cap - Value	15	0%
iShares Core U.S. Value ETF	IUSV	C++	U.S. Large Cap - Value	22	0.25%
John Hancock Multifactor Industrials ETF	JHMI	C++	U.S. Mid Cap - Value	26	0%
John Hancock Multifactor Materials ETF	JHMA	B++	U.S. Mid Cap - Value	28	0%
John Hancock Multifactor Financials ETF	JHMF	D++	U.S. All Cap - Value	30	0%
Guggenheim S&P 500 Equal Weight Consumer Discretionary ETF	RCD	A++	U.S. Mid Cap - Value	32	0.5%
Oppenheimer Ultra Dividend Revenue ETF	RDIV	D++	U.S. Mid Cap - Value	37	0%
John Hancock Multifactor Energy ETF	JHME	D++	U.S. All Cap - Value	49	0%
Specialty
ETFS Blm All Cm Shs	BCI	A++	Commodities	16	0%
ETFS Gold Trust	SGOL	C--	Gold	17	0.39%
iBonds Mar 2023 Term Corporate ex-Financials ETF	IBCE	C--	U.S. Real Estate	2	0.1%
John Hancock Multifactor Utilities ETF	JHMU	F--	U.S. Real Estate	25	0%
iShares S&P GSCI Commodity Indexed Trust	GSG	B++	Commodities	27	0.75%
Global & Intl. Equity
Legg Mason International Low Volatility High Dividend ETF	LVHI	C+	International Large Cap - Value	18	0%
iShares Core MSCI Pacific ETF	IPAC	B+	Japan	19	0%
iShares Core MSCI Total International Stock ETF	IXUS	A	International Large Cap	19	0.05%
JPMorgan Diversified Return Emerging Markets Equity ETF	JPEM	D++	Emerging Markets	20	0%
iShares Core MSCI Europe ETF	IEUR	C	International Large Cap	21	0%
IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF	QAI	C++	Emerging Markets	6	0.75%
Bonds
iShares Floating Rate Bond ETF	FLOT	B-	Bond - U.S. Corporate	1	0.2%
iBonds Dec 2021 Term Corporate ETF	IBDM	C++	Bond - U.S. High Yield	1	0%
iShares Core 1-5 Year USD Bond ETF	ISTB	B-	Bond - U.S. Corporate	2	0.12%
iBonds Dec 2021 Term Muni Bond ETF	IBMJ	C+	Bond - U.S. Municipals	2	0%
iShares Core Long-Term US Bond ETF	ILTB	C-	Bond - Multi Sector	10	0.12%
iShares Fallen Angels USD Bond ETF	FALN	B++	Bond - U.S. High Yield	11	0%
iBonds Dec 2022 Term Corporate ETF	IBDN	C++	Bond - U.S. High Yield	2	0%
iBonds Dec 2022 Term Muni Bond ETF	IBMK	C+	Bond - U.S. Municipals	2	0%
iBonds Mar 2023 Term Corporate ETF	IBDD	C++	Bond - U.S. High Yield	2	0.07%
iShares Core International Aggregate Bond ETF	IAGG	B--	U.S. Treasury - Intermediate / Long	2	0%
iShares Core 5-10 Year USD Bond ETF	IMTB	C-	Bond - U.S. Corporate	3	0%
iShares Trust	IBMM	C+	Bond - U.S. Municipals	3	0%
iShares Trust	IBML	C++	Bond - U.S. High Yield	3	0%
iShares National Muni Bond ETF	MUB	C+	Bond - U.S. Municipals	3	0.25%
iBonds Dec 2023 Term Corporate ETF	IBDO	C++	Bond - U.S. High Yield	3	0%
iShares Core Total USD Bond Market ETF	IUSB	D-	Bond - U.S. Corporate	4	0%
iShares iBonds Dec 2026 Term Corporate ETF	IBDR	B-	Bond - U.S. Corporate	5	0%
iShares iBonds Dec 2027 Term Corporate ETF	IBDS	B-	Bond - U.S. Corporate	5	0%
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund	HYS	B++	Bond - U.S. High Yield	9	0.55%
Other
iBonds Mar 2020 Term Corporate ex-Financials ETF	IBCD		Other	0	0.1%
iBonds Mar 2020 Term Corporate ETF	IBDC		Other	0	0.07%
JPMorgan Diversified Return Global Equity ETF	JPGE		Other	0	0%
Global X Scientific Beta Asia ex-Japan ETF	SCIX		Other	0	0%
iBonds Dec 2018 Term Corporate ETF	IBDH		Other	0	0%
iBonds Dec 2019 Term Corporate ETF	IBDK		Other	0	0%
iBonds Dec 2020 Term Corporate ETF	IBDL		Other	0	0%
iShares iBonds Sep 2018 AMT-Free Muni Bond ETF	IBMG		Other	0	0%
iShares iBonds Sep 2019 AMT-Free Muni Bond ETF	IBMH		Other	0	0%
JPMorgan Diversified Return Europe Currency Hedged ETF	JPEH		Other	0	0%
JPMorgan Diversified Return Europe Equity ETF	JPEU		Other	0	0%
JPMorgan Diversified Return International Currency Hedged ETF	JPIH		Other	0	0%
Inference Corp	INFR		Other	0	0%

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