Westwood Professional Services, Inc. 401(K) Profit Sharing Plan And 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 LifeStrategy Moderate Growth Fund Investor Shares	VSMGX	C	U.S. All Cap	12	0.16%
Vanguard Target Retirement 2030 Fund Investor Shares	VTHRX	C	U.S. All Cap	13	0.18%
Vanguard LifeStrategy Growth Fund Investor Shares	VASGX	C	U.S. All Cap	15	0.17%
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 2050 Fund Investor Shares	VFIFX	C	U.S. All Cap	17	0.19%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	21	0.05%
T. Rowe Price Mid-Cap Growth Fund	RPMGX	D++	U.S. Mid Cap	22	0.78%
DFA U.S. Sustainability Core 1 Portfolio	DFSIX	B	U.S. All Cap	22	0.33%
Fidelity Mid Cap Index	FSMDX	C++	U.S. Mid Cap	24	0.04%
Fidelity Small Cap Index	FSSNX	C++	U.S. Small Cap	31	0.05%
Vanguard LifeStrategy Income Fund Investor Shares	VASIX	C	U.S. Large Cap	4	0.13%
Vanguard Target Retirement Income Fund Investor Shares	VTINX	C	U.S. All Cap	6	0.17%
Vanguard LifeStrategy Conservative Growth Fund Investor Shares	VSCGX	C	U.S. All Cap	8	0.15%
U.S. Equities - Growth
Putnam Growth Opportunities Fund Class R6	PGOEX	F--	U.S. Large Cap - Growth	24	0%
Vanguard Explorer Fund Admiral Shares	VEXRX	A+	U.S. Small Cap - Growth	26	0.34%
U.S. Equities - Value
DFA U.S. Large Cap Value III Portfolio	DFUVX	B++	U.S. All Cap - Value	26	0.13%
Vanguard Small Cap Value Index Fund Admiral Shares	VSIAX	C++	U.S. Small Cap - Value	31	0.09%
Specialty
PIMCO CommodityRealReturn Strategy Fund Institutional Class	PCRIX	A++	Commodities	15	0.74%
Cohen & Steers Realty Shares Fund	CSRSX	C--	U.S. Real Estate	27	0.97%
Global & Intl. Equity
DFA International Sustainability Core 1 Portfolio	DFSPX	F++	International Small Cap	18	0.5%
Schwab International Index Fund	SWISX	B	International Large Cap	19	0.19%
Oppenheimer Developing Markets Fund Class I	ODVIX	D++	Emerging Markets	20	0.87%
DFA International Small Cap Value Portfolio Institutional Class	DISVX	C++	International Small Cap	21	0.69%
Bonds
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%
DFA Intermediate Government Fixed Income Portfolio Institutional Class	DFIGX	C--	U.S. Treasury - Intermediate	4	0.12%
Vanguard Inflation-Protected Securities Fund Admiral Shares	VAIPX	C+	U.S. Treasury - TIPS	4	0.1%

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