VIRACOR-IBT LABORATORIES INC. 401(K) PLAN Investment Model Portfolios

Investment options of VIRACOR-IBT LABORATORIES INC. 401(K) PLAN

Total Available Funds: 54

Asset Class

Ticker

Description

FIXED INCOME
WORLD BOND	PADMX	PIMCO Global Bond (Unhedged) Admin
Inflation-Protected Bond	PRTNX	PIMCO Real Return A
Intermediate-Term Bond	PTTAX	PIMCO Total Return A
Multisector Bond	RPSIX	T. Rowe Price Spectrum Income
SHORT GOVERNMENT	VSGDX	Vanguard Short-Term Federal Adm
High Yield Bond	JIHDX	JHFunds2 High Yield 1
Bank Loan	JFIVX	JHT Floating Rate Income NAV

Others
Moderate Allocation	RLBFX	American Funds American Balanced R5
Utilities	JEUTX	JHVIT Utilities Trust Ser I
Health	PRHSX	T. Rowe Price Health Sciences
Financial	JEFSX	JHVIT Financial Services I
Technology	JESTX	JHVIT Science & Technology Trust Ser I
Target Date 2016-2020	JLDOX	JHancock Retire Living through 2020 1
Technology	PASTX	T. Rowe Price Science & Tech Adv
Target Date 2011-2015	JLBOX	JHancock Retire Living through 2015 1
Target Date 2000-2010	JLAOX	JHancock2 Retirement Living 2010 1
Target Date 2026-2030	JLFOX	JHancock Retire Living through 2030 1
Target Date 2046-2050	JLKOX	JHancock2 Retirement Living 2050 1
Target Date 2041-2045	JLJOX	JHancock2 Retirement Living 2045 1
Target Date 2036-2040	JLIOX	JHancock Retire Living through 2040 1
Target Date 2031-2035	JLHOX	JHancock Retire Living through 2035 1
Target Date 2021-2025	JLEOX	JHancock Retire Living through 2025 1

US EQUITY
LARGE BLEND	BEGRX	Mutual Beacon Z
LARGE BLEND	RICFX	American Funds Invmt Co of America R5
MID-CAP VALUE	FLMVX	JPMorgan Mid Cap Value Instl
LARGE VALUE	PRFDX	T. Rowe Price Equity Income
LARGE VALUE	RWMFX	American Funds Washington Mutual R5
LARGE VALUE	JDVWX	JHancock3 Disciplined Value R6
LARGE BLEND	DIEQX	Domini Social Equity Instl
MID-CAP BLEND	JECIX	JHVIT Mid Cap Index I
SMALL VALUE	JESVX	JHVIT Small Cap Value Trust Ser I
LARGE GROWTH	RGAFX	American Funds Growth Fund of Amer R5
MID-CAP VALUE	JEVLX	JHVIT Value Trust Ser I
LARGE GROWTH	JIBCX	JHFunds2 Blue Chip Growth 1
LARGE GROWTH	JICPX	JHFunds2 Capital App 1
LARGE BLEND	NYVTX	Davis NY Venture A
Mid-Cap Growth	TWHIX	American Century Heritage Inv
Small Growth	GTSVX	Invesco Small Cap Growth I
LARGE GROWTH	SAGYX	Legg Mason ClearBridge Aggressive Gr I
Small Growth	VSGAX	Vanguard Small Cap Growth Index Admiral
SMALL BLEND	DFSTX	DFA US Small Cap I
Mid-Cap Growth	JIMSX	JHFunds2 Mid Cap Stock 1
SMALL BLEND	JESIX	JHVIT Small Cap Index I
Mid-Cap Growth	FRSGX	Franklin Small-Mid Cap Growth A
LARGE BLEND	JILAX	JHancock2 Lifestyle Aggressive 1
SMALL VALUE	DFFVX	DFA US Targeted Value I

INTERNATIONAL EQUITY
WORLD STOCK	MDISX	Mutual Global Discovery Z
WORLD STOCK	OPPAX	Oppenheimer Global A
Foreign Large Blend	RERFX	American Funds EuroPacific Gr R5
Foreign Large Value	JIVIX	JHFunds2 International Value 1
Foreign Small/Mid Value	JIIMX	JHFunds2 Intl Small Cap 1
INTERNATIONAL EQUITY	JIEQX	JHVIT International Eq Idx Tr B Ser I

REAL ESTATE
REAL ESTATE	JIREX	JHFunds2 Real Estate Secs 1

Emerging Market
DIVERSIFIED EMERGING MKTS	ODVYX	Oppenheimer Developing Markets Y

Investment model portfolios

We provide two types of investment model portfolios for VIRACOR-IBT LABORATORIES INC. 401(K) PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
  - Less error-prone
  - Infrequent rebalancing or transactions
  - Tax efficient for taxable brokerage investments
- Cons:
  - Interim loss or drawdown can be substantial
  - Possible low returns for an extended period, such as 10 years or longer
Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
  - Reduce large interim loss or drawdown
  - Less sensitive to investment entry point
  - Likely to improve returns
- Cons
  - Demand more frequent rebalancing or transactions
  - Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
  - Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Customize a model portfolio now

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Name	YTD Return	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR	20Yr AR	Common	Inception
VIRACOR-IBT LABORATORIES INC. 401(K) PLAN Strategic Asset Allocation – Optimal Moderate	NA	-8.17%	5.19%	4.20%	5.18%	4.28%	5.93%	…	…
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES)	NA	-0.66%	13.89%	13.56%	13.55%	9.18%	9.04%	…	…
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES)	NA	-7.50%	6.02%	6.12%	6.38%	4.90%	6.01%	…	…

	Ticker/Portfolio	Last 1 Week	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Common	Inception	YTD	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983	1982	1981	1980	1979
Annualized Return (%)	VIRACOR-IBT L… Moderate	-1.71	-8.17	5.19	4.20	5.18	4.28	5.93	…	…	NA	NA	NA	NA	-14.56	6.31	14.76	18.20	-8.03	7.50	5.17	0.36	4.46	11.32	11.94	-1.00	14.07	28.01	-28.66	7.48	11.46	9.29	13.89	25.61	-3.75	6.26	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	-3.26	-0.66	13.89	13.56	13.55	9.18	9.04	…	…	NA	17.72	24.84	26.12	-18.24	28.53	18.74	31.33	-4.55	21.66	11.83	1.23	13.52	32.17	15.82	1.96	14.91	26.52	-37.02	5.39	15.64	4.77	10.74	28.50	-22.17	-12.03	-9.05	21.08	28.62	33.18	22.87	37.45	1.18	10.15	8.24	32.05	-3.33	28.37	14.92	3.97	9.30	22.60	3.67	17.07	19.25	-8.55	27.89	-2.07
	VSMGX (VANGUA…R SHARES)	-1.69	-7.50	6.02	6.12	6.38	4.90	6.01	…	…	NA	16.26	10.28	15.51	-16.01	10.08	13.59	19.30	-6.28	14.86	7.09	-2.21	6.38	14.73	9.78	0.12	13.14	20.35	-26.49	7.21	13.30	5.68	11.76	22.40	-10.34	-4.78	1.27	14.09	21.59	17.90	10.77	26.58	2.04	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Sharpe Ratio	VIRACOR-IBT L… Moderate	NA	-1.25	0.14	0.15	0.44	NA	NA	…	…	NA	NA	NA	NA	-1.19	0.64	0.74	2.34	-0.92	1.03	0.59	0.04	0.67	1.61	1.61	-0.07	1.28	1.40	-1.26	0.47	1.08	1.30	2.01	3.19	-0.44	0.52	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	1.74	1.20	0.63	0.75	NA	NA	…	…	1.34	0.80	1.67	1.73	-0.82	2.17	0.53	2.39	-0.35	3.16	0.89	0.08	1.19	2.90	1.25	0.08	0.82	0.97	-0.92	0.14	1.22	0.24	0.88	1.63	-0.90	-0.68	-0.60	0.97	1.23	1.61	1.62	4.31	-0.19	0.90	0.57	1.91	-0.55	1.71	0.59	-0.01	0.30	1.47	-0.26	0.79	0.63	-1.30	1.17	-3.84
	VSMGX (VANGUA…R SHARES)	NA	1.66	1.15	0.39	0.64	NA	NA	…	…	1.29	1.36	0.87	1.45	-1.22	1.32	0.70	2.77	-0.87	3.75	0.83	-0.26	1.01	2.16	1.23	0.01	1.18	1.12	-0.98	0.39	1.34	0.49	1.49	2.09	-0.75	-0.59	-0.24	1.06	1.56	1.56	0.91	4.18	4.60	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Standard Deviation(%)	VIRACOR-IBT L… Moderate	NA	10.62	13.98	12.28	10.13	NA	NA	…	…	NA	NA	NA	NA	12.44	9.84	19.65	7.17	10.14	6.69	8.35	8.95	6.63	7.01	7.37	13.86	10.95	19.88	23.53	9.54	7.60	5.50	6.44	7.80	11.03	7.61	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	12.41	14.92	16.96	18.14	NA	NA	…	…	14.11	18.66	12.67	13.09	24.19	13.11	34.69	12.48	17.11	6.68	13.11	15.51	11.39	11.07	12.74	23.36	18.07	27.22	40.99	16.02	10.04	10.29	11.10	17.04	25.96	21.55	22.20	18.17	20.48	18.21	11.77	7.77	9.92	8.83	9.93	14.69	16.06	13.09	17.07	33.80	16.55	11.67	12.80	13.62	18.09	14.61	16.53	23.80
	VSMGX (VANGUA…R SHARES)	NA	8.68	9.03	10.09	10.34	NA	NA	…	…	10.65	9.89	7.69	8.26	14.34	7.62	19.08	6.43	8.81	3.80	8.31	8.51	6.28	6.80	7.99	14.68	11.10	18.01	27.95	10.37	7.43	6.96	7.25	10.38	15.37	12.42	12.30	10.07	11.65	9.10	7.74	5.41	15.57	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Draw Down(%)	VIRACOR-IBT L… Moderate	NA	15.60	24.75	24.75	24.75	NA	NA	…	…	NA	NA	NA	NA	15.60	6.16	24.75	3.68	15.17	5.59	8.11	8.89	5.53	7.51	6.18	14.28	8.18	18.99	37.63	7.19	9.06	3.95	6.16	5.85	16.02	8.75	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	8.92	18.76	24.59	33.83	NA	NA	…	…	8.92	18.76	8.45	9.97	24.59	5.14	33.83	6.63	19.40	2.60	10.29	12.05	7.30	5.59	9.60	18.71	15.66	27.17	47.73	9.88	7.47	7.01	7.47	13.79	33.02	29.18	16.55	11.81	19.20	10.79	7.45	2.50	8.48	4.84	5.63	5.57	19.19	7.35	7.24	33.08	11.63	7.51	10.58	7.02	13.21	15.61	16.03	2.40
	VSMGX (VANGUA…R SHARES)	NA	6.64	9.62	22.29	22.43	NA	NA	…	…	6.64	9.62	4.17	8.15	21.74	3.53	22.43	3.12	11.47	1.14	6.20	8.34	4.70	5.67	6.27	12.90	8.64	19.61	36.81	6.11	6.13	4.74	5.89	8.91	20.06	17.93	8.77	6.26	11.99	6.02	4.75	1.82	1.89	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Yield(%)	VIRACOR-IBT L… Moderate	NA	8.00	5.97	4.51	4.64	NA	NA	…	…	NA	NA	NA	NA	1.31	7.50	7.44	2.66	4.19	0.29	4.83	6.21	5.85	3.45	4.39	3.22	3.03	2.46	3.75	6.61	7.25	6.01	4.65	3.23	1.99	7.91	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	0.00	1.16	1.57	1.51	2.82	3.95	3.54	…	…	0.27	1.20	1.41	1.69	1.26	1.48	2.12	2.28	1.81	2.00	2.14	1.97	1.96	2.19	2.30	1.92	1.88	2.45	1.88	1.91	1.83	1.79	1.91	1.71	1.28	1.08	0.97	2.11	1.93	2.77	2.64	3.14	3.13	3.83	3.10	5.86	3.71	4.46	4.31	2.79	3.90	4.71	4.49	5.04	5.34	4.64	5.79	0.00
	VSMGX (VANGUA…R SHARES)	0.00	5.45	5.95	4.32	4.60	4.42	4.27	…	…	0.00	5.80	7.43	4.45	2.18	4.11	3.77	2.85	2.41	2.40	2.34	2.10	2.20	2.14	2.47	2.22	2.38	2.79	2.66	3.04	2.89	2.53	3.74	2.48	2.67	2.88	6.36	5.93	7.27	3.78	3.63	3.65	2.91	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA

Data as of 04/29/2022, Common starting date is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name	YTD Return	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR	20Yr AR	Common	Inception
VIRACOR-IBT LABORATORIES INC. 401(K) PLAN Tactical Asset Allocation Moderate	NA	1.02%	3.54%	4.52%	3.80%	6.73%	6.36%	…	…
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES)	NA	9.98%	9.75%	10.95%	11.06%	12.38%	9.19%	…	…
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES)	NA	6.25%	1.69%	4.40%	4.69%	6.67%	5.54%	…	…

	Ticker/Portfolio	Last 1 Week	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Common	Inception	YTD	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983	1982	1981	1980	1979
Annualized Return (%)	VIRACOR-IBT L… Moderate	-0.42	1.02	3.54	4.52	3.80	6.73	6.36	…	…	NA	NA	1.12	12.00	-16.21	15.41	16.34	9.21	-4.35	7.53	6.15	-2.39	5.12	12.72	11.64	3.42	14.78	25.84	-17.91	14.22	13.02	3.07	12.89	21.14	3.25	5.75	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	-1.25	9.98	9.75	10.95	11.06	12.38	9.19	…	…	NA	17.72	24.84	26.12	-18.24	28.53	18.74	31.33	-4.55	21.66	11.83	1.23	13.52	32.17	15.82	1.96	14.91	26.52	-37.02	5.39	15.64	4.77	10.74	28.50	-22.17	-12.03	-9.05	21.08	28.62	33.18	22.87	37.45	1.18	10.15	8.24	32.05	-3.33	28.37	14.92	3.97	9.30	22.60	3.67	17.07	19.25	-8.55	27.89	-2.07
	VSMGX (VANGUA…R SHARES)	-0.67	6.25	1.69	4.40	4.69	6.67	5.54	…	…	NA	16.26	10.28	15.51	-16.01	10.08	13.59	19.30	-6.28	14.86	7.09	-2.21	6.38	14.73	9.78	0.12	13.14	20.35	-26.49	7.21	13.30	5.68	11.76	22.40	-10.34	-4.78	1.27	14.09	21.59	17.90	10.77	26.58	2.04	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Sharpe Ratio	VIRACOR-IBT L… Moderate	NA	0.38	0.11	0.55	0.44	NA	NA	…	…	NA	NA	0.10	0.95	-1.68	1.39	1.61	1.39	-0.70	0.95	1.04	-0.28	0.83	1.63	2.47	0.36	1.09	2.90	-1.93	0.91	1.00	0.14	1.51	2.85	0.33	0.66	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	1.74	1.20	0.63	0.75	NA	NA	…	…	1.34	0.80	1.67	1.73	-0.82	2.17	0.53	2.39	-0.35	3.16	0.89	0.08	1.19	2.90	1.25	0.08	0.82	0.97	-0.92	0.14	1.22	0.24	0.88	1.63	-0.90	-0.68	-0.60	0.97	1.23	1.61	1.62	4.31	-0.19	0.90	0.57	1.91	-0.55	1.71	0.59	-0.01	0.30	1.47	-0.26	0.79	0.63	-1.30	1.17	-3.84
	VSMGX (VANGUA…R SHARES)	NA	1.66	1.15	0.39	0.64	NA	NA	…	…	1.29	1.36	0.87	1.45	-1.22	1.32	0.70	2.77	-0.87	3.75	0.83	-0.26	1.01	2.16	1.23	0.01	1.18	1.12	-0.98	0.39	1.34	0.49	1.49	2.09	-0.75	-0.59	-0.24	1.06	1.56	1.56	0.91	4.18	4.60	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Standard Deviation(%)	VIRACOR-IBT L… Moderate	NA	8.15	9.90	9.33	8.33	NA	NA	…	…	NA	NA	8.40	8.12	10.46	11.06	10.00	5.62	8.09	7.28	5.69	8.71	6.14	7.77	4.68	9.45	13.46	8.88	9.74	12.31	9.77	6.30	7.93	7.17	6.44	5.21	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	12.41	14.92	16.96	18.14	NA	NA	…	…	14.11	18.66	12.67	13.09	24.19	13.11	34.69	12.48	17.11	6.68	13.11	15.51	11.39	11.07	12.74	23.36	18.07	27.22	40.99	16.02	10.04	10.29	11.10	17.04	25.96	21.55	22.20	18.17	20.48	18.21	11.77	7.77	9.92	8.83	9.93	14.69	16.06	13.09	17.07	33.80	16.55	11.67	12.80	13.62	18.09	14.61	16.53	23.80
	VSMGX (VANGUA…R SHARES)	NA	8.68	9.03	10.09	10.34	NA	NA	…	…	10.65	9.89	7.69	8.26	14.34	7.62	19.08	6.43	8.81	3.80	8.31	8.51	6.28	6.80	7.99	14.68	11.10	18.01	27.95	10.37	7.43	6.96	7.25	10.38	15.37	12.42	12.30	10.07	11.65	9.10	7.74	5.41	15.57	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Draw Down(%)	VIRACOR-IBT L… Moderate	NA	7.24	16.53	16.53	16.53	NA	NA	…	…	NA	NA	1.76	7.24	16.53	6.70	10.83	3.20	11.93	7.08	6.01	12.32	5.02	7.27	3.76	8.59	9.68	4.74	21.80	10.56	12.97	4.45	7.21	4.72	6.87	4.14	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	8.92	18.76	24.59	33.83	NA	NA	…	…	8.92	18.76	8.45	9.97	24.59	5.14	33.83	6.63	19.40	2.60	10.29	12.05	7.30	5.59	9.60	18.71	15.66	27.17	47.73	9.88	7.47	7.01	7.47	13.79	33.02	29.18	16.55	11.81	19.20	10.79	7.45	2.50	8.48	4.84	5.63	5.57	19.19	7.35	7.24	33.08	11.63	7.51	10.58	7.02	13.21	15.61	16.03	2.40
	VSMGX (VANGUA…R SHARES)	NA	6.64	9.62	22.29	22.43	NA	NA	…	…	6.64	9.62	4.17	8.15	21.74	3.53	22.43	3.12	11.47	1.14	6.20	8.34	4.70	5.67	6.27	12.90	8.64	19.61	36.81	6.11	6.13	4.74	5.89	8.91	20.06	17.93	8.77	6.26	11.99	6.02	4.75	1.82	1.89	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Yield(%)	VIRACOR-IBT L… Moderate	NA	5.49	5.65	5.71	5.05	NA	NA	…	…	NA	NA	0.14	5.62	2.55	8.94	7.74	3.91	2.51	0.33	3.49	8.54	7.39	3.29	4.60	6.08	2.18	4.78	2.79	5.65	16.78	2.13	4.21	5.40	4.24	8.42	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	0.00	1.16	1.57	1.51	2.82	3.95	3.54	…	…	0.27	1.20	1.41	1.69	1.26	1.48	2.12	2.28	1.81	2.00	2.14	1.97	1.96	2.19	2.30	1.92	1.88	2.45	1.88	1.91	1.83	1.79	1.91	1.71	1.28	1.08	0.97	2.11	1.93	2.77	2.64	3.14	3.13	3.83	3.10	5.86	3.71	4.46	4.31	2.79	3.90	4.71	4.49	5.04	5.34	4.64	5.79	0.00
	VSMGX (VANGUA…R SHARES)	0.00	5.45	5.95	4.32	4.60	4.42	4.27	…	…	0.00	5.80	7.43	4.45	2.18	4.11	3.77	2.85	2.41	2.40	2.34	2.10	2.20	2.14	2.47	2.22	2.38	2.79	2.66	3.04	2.89	2.53	3.74	2.48	2.67	2.88	6.36	5.93	7.27	3.78	3.63	3.65	2.91	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA

Data as of 10/31/2023, Common starting date is 12/31/2000

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