Zoom Video Communication, Inc. 401k Profit Sharing Plan Trust

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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
Vanguard Target Retirement 2020 Fund Investor Shares	VTWNX	F	U.S. All Cap	10	0.17%
Vanguard Target Retirement 2025 Fund Investor Shares	VTTVX	D	U.S. All Cap	12	0.18%
American Funds Global Balanced Fund Class R-6	RGBGX	C	U.S. All Cap	12	0.6%
Vanguard Target Retirement 2030 Fund Investor Shares	VTHRX	C	U.S. All Cap	13	0.18%
Vanguard Target Retirement 2035 Fund Investor Shares	VTTHX	C	U.S. All Cap	14	0.19%
Vanguard Target Retirement 2040 Fund Investor Shares	VFORX	C	U.S. All Cap	16	0.19%
Vanguard Target Retirement 2060 Fund Investor Shares	VTTSX	C	U.S. All Cap	17	0.18%
Vanguard Target Retirement 2045 Fund Investor Shares	VTIVX	C	U.S. All Cap	17	0.19%
Vanguard Target Retirement 2065 Fund Investor Shares	VLXVX	C	U.S. All Cap	17	0%
Vanguard Target Retirement 2055 Fund Investor Shares	VFFVX	C	U.S. All Cap	17	0.19%
Vanguard Target Retirement 2050 Fund Investor Shares	VFIFX	C	U.S. All Cap	17	0.19%
Fidelity 500 Index	FXAIX	D	U.S. Large Cap	21	0.02%
Vanguard Consumer Discretionary Index Fund Admiral Shares	VCDAX	A	U.S. All Cap	24	0.14%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	C++	U.S. Small Cap	27	0.09%
Vanguard Target Retirement Income Fund Investor Shares	VTINX	C	U.S. All Cap	6	0.17%
Vanguard Target Retirement 2015 Fund Investor Shares	VTXVX	F	U.S. Large Cap	8	0.17%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-6	RNPGX	A--	U.S. All Cap - Growth	20	0.45%
Fidelity Select Health Care Portfolio	FSPHX	C--	U.S. Mid Cap - Growth	20	0.76%
Fidelity Contrafund K6	FLCNX	C--	U.S. Large Cap - Growth	22	0%
Fidelity OTC Portfolio Class K	FOCKX	A--	U.S. Large Cap - Growth	25	0.6%
Alger Spectra Fund Class I	ASPIX	F--	U.S. All Cap - Growth	26	1.28%
Fidelity Growth Company Fund Class K	FGCKX	A--	U.S. All Cap - Growth	27	0.71%
Fidelity Blue Chip Growth Fund Class K	FBGKX	A--	U.S. All Cap - Growth	27	0.6%
Fidelity Extended Market Index	FSMAX	A+	U.S. Small Cap - Growth	27	0%
Fidelity Select Technology Portfolio	FSPTX	A--	U.S. All Cap - Growth	28	0.77%
U.S. Equities - Value
First Eagle Global Fund Class I	SGIIX	C++	U.S. Large Cap - Value	16	0.88%
JPMorgan Equity Income Fund Class R6	OIEJX	C+	U.S. Mega Cap - Value	21	0.53%
Franklin Mutual Global Discovery Fund Class Z	MDISX	C++	U.S. All Cap - Value	21	0.98%
Vanguard Mid-Cap Value Index Fund Admiral Shares	VMVAX	D++	U.S. Mid Cap - Value	27	0.09%
Vanguard Materials Index Fund Admiral Shares	VMIAX	B++	U.S. Mid Cap - Value	27	0.14%
JPMorgan Mid Cap Value R6	JMVYX	C++	U.S. Mid Cap - Value	28	0%
Vanguard Financials Index Fund Admiral Shares	VFAIX	C++	U.S. All Cap - Value	32	0.14%
Principal SmallCap S&P 600 Index Fund Institutional Class	PSSIX	C++	U.S. Small Cap - Value	33	0.21%
Delaware Small Cap Value Fund Institutional Class	DEVIX	D++	U.S. Small Cap - Value	35	1%
Vanguard Energy Index Fund Admiral Shares	VENAX	B++	U.S. All Cap - Value	47	0.14%
Vanguard Wellesley Income Fund Admiral Shares	VWIAX	D+	U.S. Mega Cap - Value	8	0.18%
The Hartford Balanced Income Fund Class I	HBLIX	C+	U.S. Mega Cap - Value	10	0.71%
Specialty
MFS Global Real Estate Fund Class R6	MGLRX	A--	U.S. Real Estate	20	0.97%
Fidelity Select Utilities Portfolio	FSUTX	B--	U.S. Real Estate	24	0.8%
Oppenheimer Gold & Special Minerals Fund Class I	OGMIX	A--	Gold	37	0.71%
Global & Intl. Equity
BlackRock Commodity Strategies Portfolio Institutional Shares	BICSX	A++	International Small Cap	15	1.29%
MFS International Intrinsic Value Fund Class R6		C-	International Large Cap - Growth	15	0.74%
Lazard Global Listed Infrastructure Portfolio Institutional Shares	GLIFX	F+	International Large Cap - Value	17	1.01%
Fidelity International Capital Appreciation Fund	FIVFX	B-	International Large Cap - Growth	18	1.12%
Goldman Sachs International Small Cap Insights Fund Class IR Shares	GIRLX	D++	International Small Cap	18	1.05%
Oppenheimer International Growth Fund Class Y	OIGYX	A-	International Large Cap - Growth	19	0.9%
Goldman Sachs Emerging Markets Equity Insights Fund Class IR	GIRPX	A++	Emerging Markets	21	1.32%
Bonds
Vanguard Federal Money Market Fund		C	U.S. Cash / Money Market	0	0%
Fidelity Limited Term Government Fund	FFXSX	C-	U.S. Treasury - Short / Intermediate	1	0.45%
Lord Abbett Short Duration Income Fund Class I	LLDYX	B++	Bond - U.S. High Yield	2	0.39%
TCW Total Return Bond Fund Class I	TGLMX	B--	U.S. Treasury - Intermediate / Long	3	0.44%
PIMCO Income Fund Institutional Class	PIMIX	A++	Bond - U.S. High Yield	3	0.45%
Templeton Global Bond Fund Class R6	FBNRX	F--	U.S. Treasury - Intermediate	4	0.51%
Vanguard Inflation-Protected Securities Fund Admiral Shares	VAIPX	C+	U.S. Treasury - TIPS	4	0.1%
Lord Abbett Income Fund Class I	LAUYX	A-	Bond - U.S. Corporate	5	0.58%
BlackRock High Yield Bond Portfolio Institutional Shares	BHYIX	B++	Bond - U.S. High Yield	7	0.6%
Other
Fidelity International Index Fund Premium Class	FSIVX		Other	0	0.12%

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