JOHN HANCOCK TRUST PLAN Investment Model Portfolios

Investment options of JOHN HANCOCK TRUST PLAN

Total Available Funds: 76

Asset Class

Ticker

Description

Emerging Market
DIVERSIFIED EMERGING MKTS	DFEVX	Emerging Markets Value
DIVERSIFIED EMERGING MKTS	JANOX	American New World
Emerging Market	JIEGX	AmericanGlobalDiversification

Others
Natural Resources	JNRIX	Natural Resources
Technology	JESTX	Science&Technology
Financial	JEFSX	Financial Services
Health	JEHSX	Health Sciences
Utilities	JEUTX	Utilities
Moderate Allocation	JGAOX	Core Allocation Plus
Moderate Allocation	JIAOX	Core Strategy
Moderate Allocation	JFHOX	Fundamental Holdings
Moderate Allocation	JAAOX	American Asset Allocation
Moderate Allocation	JCAOX	Capital Appreciation Value
Moderate Allocation	PAALX	PIMCO VIT All Asset Portfolio
ROOT	unknow	Bond
ROOT	CASH	Money Market B
Moderate Allocation	JELBX	Lifestyle Balanced
Conservative Allocation	JELMX	Lifestyle Moderate
Conservative Allocation	JELCX	Lifestyle Conservative
ROOT	unknow	M Large Cap Growth
Moderate Allocation	JFAOX	FranklinTempleton Founding Allocation
Moderate Allocation	JGBOX	Disciplined Diversification
ROOT	unknow	M Business Opportunity Value
World Allocation	JGDOX	JHVIT Global Diversification

INTERNATIONAL EQUITY
WORLD STOCK	JASOX	American Global Small Capitalization
Foreign Large Blend	JEIEX	International Equity Index B
Foreign Large Value	JIVIX	JHVIT International Value
WORLD STOCK	JAOOX	American Global Growth
Foreign Large Blend	JEILX	Capital Research American International
Foreign Large Value	GMIEX	International Core
WORLD STOCK	JEFGX	JHVIT Global
Foreign Large Blend	JEIEX	M International Equity
Foreign Small/Mid Value	JISAX	International Small Company
Foreign Large Growth	AIIEX	International growth stock

US EQUITY
SMALL BLEND	JISOX	Small Cap Opportunities
SMALL BLEND	JESIX	Small Cap Index
Mid-Cap Growth	JIMSX	Mid Cap Stock
Small Growth	JESGX	Small Cap Growth
Small Growth	JGSOX	Smaller Company Growth
SMALL BLEND	JISVX	Small Company Value
SMALL VALUE	JESVX	Small Cap Value
MID-CAP BLEND	JECIX	Mid Cap Index
MID-CAP VALUE	JEVLX	Van Kampen Value
LARGE GROWTH	JEGRX	American Growth
MID-CAP VALUE	JEMUX	Mid Value
LARGE GROWTH	JIBCX	Blue Chip Growth
LARGE BLEND	JEACX	All Cap Core
LARGE BLEND	JETSX	Total Stock Market Index
LARGE GROWTH	JICPX	Capital Appreciation
LARGE BLEND	JICVX	All Cap Value
LARGE VALUE	JIEMX	Equity-Income
LARGE BLEND	JAPOX	Alpha Opportunities
LARGE BLEND	JHFLX	Fundamental Value
LARGE BLEND	JEBIX	American Blue Chip Income and Growth
LARGE BLEND	JEINX	500 Index B
LARGE BLEND	JEGFX	Capital Research American Growth-Income
LARGE BLEND	JEGFX	CoreDiversified Growth and Income
LARGE BLEND	JELAX	Lifestyle Aggressive
LARGE BLEND	JELGX	Lifestyle Growth
LARGE GROWTH	JICPX	M Capital Appreciation
LARGE GROWTH	JFCIX	JHancock Fundamental All Cap Core
LARGE BLEND	JHFLX	JHFunds Fundamental large cap Value
US EQUITY	VTSMX	GMO equity-income

FIXED INCOME
High Yield Bond	JAHOX	American High Income Bond
WORLD BOND	JIGDX	Global Bond
Inflation-Protected Bond	JIRRX	Real Return Bond
Multisector Bond	JESNX	MFC Global Investment Mgmt Strategic Income Opportunities
Intermediate-Term Bond	JIADX	Global Investment Mgmt Active Bond
Intermediate-Term Bond	JIQBX	Investment Quality Bond
Intermediate-Term Bond	JITRX	Total Return
Intermediate-Term Bond	JICDX	Core Bond
Intermediate-Term Bond	JEBBX	Total Bond Market B
SHORT GOVERNMENT	JSTDX	Short Term Government Income
ULTRASHORT BOND	JUSAX	Ultra Short Term Bond
High Yield Bond	JIHDX	HighYield

REAL ESTATE
REAL ESTATE	JIREX	Real Estate Securities

Investment model portfolios

We provide two types of investment model portfolios for JOHN HANCOCK TRUST 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
JOHN HANCOCK TRUST PLAN Strategic Asset Allocation – Optimal Moderate	NA	9.66%	4.46%	3.90%	6.09%	6.05%	NA	…	…
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES)	NA	14.18%	14.75%	10.62%	13.46%	8.92%	6.04%	…	…
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES)	NA	10.59%	7.97%	5.39%	7.47%	5.92%	5.39%	…	…

	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 (%)	JOHN HANCOCK … Moderate	0.70	9.66	4.46	3.90	6.09	6.05	NA	…	…	NA	NA	NA	NA	NA	NA	NA	16.90	-7.62	6.27	9.46	-0.11	2.94	6.74	13.38	-1.75	14.69	30.96	-26.43	10.05	14.00	9.60	12.51	21.93	-9.03	-6.19	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)	0.92	14.18	14.75	10.62	13.46	8.92	6.04	…	…	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)	0.57	10.59	7.97	5.39	7.47	5.92	5.39	…	…	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	JOHN HANCOCK … Moderate	NA	2.38	0.47	0.47	0.59	NA	NA	…	…	NA	NA	NA	NA	NA	NA	NA	2.38	-0.99	0.80	1.01	-0.01	0.47	1.04	1.83	-0.12	1.21	1.59	-1.03	0.71	1.44	1.31	1.71	3.06	-0.99	-0.86	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	1.89	1.22	0.63	0.75	NA	NA	…	…	1.30	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	1.70	1.15	0.38	0.62	NA	NA	…	…	1.08	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(%)	JOHN HANCOCK … Moderate	NA	6.51	7.65	8.32	9.15	NA	NA	…	…	NA	NA	NA	NA	NA	NA	NA	6.51	9.08	7.09	9.21	9.28	6.24	6.46	7.28	14.60	12.08	19.36	26.66	9.93	7.46	5.68	6.77	6.94	10.22	9.85	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	12.22	14.87	16.92	18.13	NA	NA	…	…	13.93	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	8.47	8.97	10.05	10.33	NA	NA	…	…	10.48	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(%)	JOHN HANCOCK … Moderate	NA	2.92	14.34	14.34	14.88	NA	NA	…	…	NA	NA	NA	NA	NA	NA	NA	2.92	14.15	5.45	8.05	10.31	6.02	7.85	6.11	14.88	8.35	19.08	39.11	6.75	8.58	4.65	6.06	6.68	17.33	18.24	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(%)	JOHN HANCOCK … Moderate	NA	5.20	3.15	4.90	4.55	NA	NA	…	…	NA	NA	NA	NA	NA	NA	NA	5.21	4.15	0.06	7.83	7.39	6.19	3.89	3.47	4.15	3.18	2.56	6.44	5.26	3.65	2.19	1.48	0.79	0.80	1.22	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	1.18	1.60	1.52	2.78	3.91	3.46	…	…	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	5.51	6.00	4.34	4.54	4.38	4.18	…	…	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 10/31/2019, 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
JOHN HANCOCK TRUST PLAN Tactical Asset Allocation Moderate	NA	23.31%	3.93%	6.85%	3.31%	5.01%	6.66%	…	…
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES)	NA	37.82%	8.86%	15.20%	12.89%	14.04%	10.46%	…	…
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES)	NA	22.89%	2.25%	6.63%	6.01%	7.19%	6.10%	…	…

	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 (%)	JOHN HANCOCK … Moderate	-0.82	23.31	3.93	6.85	3.31	5.01	6.66	…	…	NA	-0.27	12.11	13.48	-14.61	14.47	14.26	1.85	-5.42	3.16	5.78	-7.94	0.09	10.44	14.31	1.49	14.83	25.76	-7.88	12.35	13.55	11.14	18.15	19.66	0.81	2.31	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)	-1.79	37.82	8.86	15.20	12.89	14.04	10.46	…	…	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)	-1.02	22.89	2.25	6.63	6.01	7.19	6.10	…	…	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	JOHN HANCOCK … Moderate	NA	0.75	-0.07	0.47	0.17	NA	NA	…	…	NA	-0.04	0.73	1.09	-1.21	1.38	1.38	0.08	-0.87	0.36	0.92	-1.14	0.01	1.52	2.72	0.10	1.11	2.31	-0.58	0.90	1.16	1.40	2.07	3.74	-0.08	0.01	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	1.89	1.22	0.63	0.75	NA	NA	…	…	1.30	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	1.70	1.15	0.38	0.62	NA	NA	…	…	1.08	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(%)	JOHN HANCOCK … Moderate	NA	7.56	10.09	10.18	8.64	NA	NA	…	…	NA	8.20	7.61	8.44	13.26	10.47	10.13	5.74	7.73	7.11	6.05	6.99	6.54	6.84	5.24	15.13	13.26	11.13	15.12	10.45	8.84	6.39	8.32	5.08	3.83	0.05	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	12.22	14.87	16.92	18.13	NA	NA	…	…	13.93	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	8.47	8.97	10.05	10.33	NA	NA	…	…	10.48	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(%)	JOHN HANCOCK … Moderate	NA	4.02	16.66	18.01	19.99	NA	NA	…	…	NA	0.80	4.02	6.94	18.01	4.22	12.60	3.37	13.14	6.00	5.61	11.37	7.47	6.06	4.33	10.79	9.16	5.37	12.35	6.99	9.89	6.14	9.12	3.47	6.84	0.00	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(%)	JOHN HANCOCK … Moderate	NA	2.70	4.22	4.48	3.60	NA	NA	…	…	NA	NA	0.62	2.99	3.96	4.97	8.72	0.53	2.26	0.00	1.85	4.82	4.99	3.02	3.65	5.05	3.84	4.47	2.53	4.22	18.18	2.00	1.46	0.88	0.84	2.31	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	1.18	1.60	1.52	2.78	3.91	3.46	…	…	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	5.51	6.00	4.34	4.54	4.38	4.18	…	…	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 10/31/2024, Common starting date is 12/31/2000

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