PS 401(k) PROFIT SHARING PLAN
Investment Model Portfolios

Total Available Funds: 24
Asset Class Ticker Description
FIXED INCOME
ULTRASHORT BOND NVSIX Wells Fargo Wells Fargo Stable Return Fund N4
Short-Term Bond SSHIX Wells Fargo Wells Fargo Short Term Investment Fund G
Intermediate-Term Bond PTTRX PIMCO Funds PIMCO Total Return Institutional Fund
SHORT GOVERNMENT VSGBX The Vanguard Group Mutual Funds Short Term Federal Admiral Fund
Others
EQUITY ^GSPC Wells Fargo Wells Fargo S&P 500 Index Fund N
Moderate Allocation OAKBX The Oakmark Funds Equity & Income I Fund
ROOT PSA Public Storage Company common shares
ROOT PSA Public Storage Company equity shares
ROOT PSA Public Storage Company preferred shares
ROOT CASH Money market substitute
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox Funds Dodge & Cox International Stock Fund
Foreign Large Blend CEUFX American Funds EuroPacific Growth Fund
Foreign Large Growth FDIVX Fidelity Investments Fidelity Diversified International Fund
US EQUITY
LARGE GROWTH RGABX American Funds The Growth Fund of America
LARGE GROWTH FCNTX Fidelity Investments Fidelity Contra Fund
MID-CAP BLEND FLPSX Fidelity Investments Fidelity Low Price Stock Fund
Mid-Cap Growth FMCSX Fidelity Investments Fidelity Mid-Cap Stock Fund Spartan
LARGE BLEND SLADX Selected American Funds Selected American D Fund
LARGE VALUE PRFDX T. Rowe Price T. Rowe Price Equity Income Fund
Small Growth VEXPX The Vanguard Group Mutual Funds Explorer Admiral Fund
MID-CAP BLEND VXF The Vanguard Group Mutual Funds Extended Market Index Admiral Fund
LARGE VALUE VWNFX The Vanguard Group Mutual Funds Windsor II Admiral Fund
US EQUITY PSB PS Business Parks, Inc. Company preferred stock
REAL ESTATE
REAL ESTATE TRREX T. Rowe Price T. Rowe Price Real Estate Fund

The following is a moderate-risk model portfolio constructed from the investment options of PS 401(k) PROFIT SHARING PLAN.

This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.

Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.

Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.

Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies


Retirement Plan (401(k)) Info for PS 401(k) PROFIT SHARING PLAN

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