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FUND NAME TICKER SYMBOL MORNINGSTAR CATEGORY EXPENSE RATIO MORE INFORMATION
DFA Global Allocation 25/75 Portfolio (overview) DGTSX Allocation — 15% to 30% Equity .26 Prospectus
Vanguard STAR Fund (overview) VGSTX Allocation — 50% to 70% Equity .31 Prospectus
DFA Emerging Markets Core Equity Portfolio Institutional Class (overview) DFCEX Diversified Emerging Markets .53 Prospectus
DFA International Core Equity Portfolio Institutional Class (overview) DFIEX Foreign Large Blend .3 Prospectus
Vanguard International Growth Fund Admiral Shares (overview) VWILX Foreign Large Growth .32 Prospectus
Global Real Estate Securities Portfolio (overview) DFGEX Global Real Estate .24 Prospectus
Inflation-Protected Securities (overview) DIPSX Inflation-Protected Bond .12 Prospectus
Vanguard GNMA Fund Admiral Shares (overview) VFIJX Intermediate Government .11 Prospectus
DFA Investment Grade Portfolio Institutional Class Shares (overview) DFAPX Intermediate-Term Bond .22 Prospectus
DFA US Core Equity 1 Portfolio (overview) DFEOX Large Blend .19 Prospectus
Vanguard Windsor II Fund Admiral Shares (overview) VWNAX Large Value .25 Prospectus
Vanguard Strategic Equity Fund (overview) VSEQX Mid-Cap Blend .17 Prospectus
Vanguard Mid-Cap Growth Fund (overview) VMGRX Mid-Cap Growth .36 Prospectus
Vanguard Prime Money Market (overview) VMMXX Prime Money Market .16 Prospectus
DFA Short-Term Extended Quality Portfolio Institutional Class (overview) DFEQX Short-Term Bond .22 Prospectus
Vanguard Short-Term Investment Grade Adm (overview) VFSUX Short-Term Bond .1 Prospectus
DFA Five-Year Global Fixed Income Portfolio (overview) DFGBX World Bond .27 Prospectus
DFA Global Equity Portfolio (overview) DGEIX World Large Stock .3 Prospectus
Vanguard LifeStrategy Income Fund (overview) VASIX Allocation — 15% to 30% Equity .11 Prospectus
Vanguard LifeStrategy Conservative Growth Fund (overview) VSCGX Allocation — 30% to 50% Equity .12 Prospectus
Vanguard Balanced Index Fund Admiral (overview) VBIAX Allocation — 50% to 70% Equity .07 Prospectus
Vanguard LifeStrategy Moderate Growth Fund (overview) VSMGX Allocation — 50% to 70% Equity .13 Prospectus
Vanguard LifeStrategy Growth Fund (overview) VASGX Allocation — 70% to 85% Equity .14 Prospectus
Vanguard Developed Markets Index Fund Series (I) (overview) VTMGX Foreign Large Blend .07 Prospectus
Vanguard Total International Stock Index Fund Admiral Shares (overview) VTIAX Foreign Large Blend .11 Prospectus
Vanguard Total Bond Market Index Admiral Shares (overview) VBTLX Intermediate-Term Bond .05 Prospectus
Vanguard 500 Index Fund Admiral Shares (overview) VFIAX Large Blend .04 Prospectus
Vanguard Total Stock Market Index Fund Admiral Shares (overview) VTSAX Large Blend .04 Prospectus
Vanguard Extended Market Index Fund Admiral Shares (overview) VEXAX Mid-Cap Blend .08 Prospectus
Vanguard Mid-Cap Index Fund Admiral Shares (overview) VIMAX Mid-Cap Blend .05 Prospectus
Vanguard Mid Cap Growth Index Admiral (overview) VMGMX Mid-Cap Growth .07 Prospectus
Vanguard Mid Cap Value Index Admiral (overview) VMVAX Mid-Cap Value .07 Prospectus
Vanguard Small-Cap Index Fund Admiral Shares (overview) VSMAX Small Blend .05 Prospectus
Vanguard Small Cap Value Index Admiral (overview) VSIAX Small Value .07 Prospectus
Vanguard Total Stock Market ETF (overview) VTI Large Blend .04 Prospectus
Vanguard Target Retirement 2035 Inv (overview) VTTHX Target-Date 2035 .14 Prospectus
Vanguard Target Retirement 2040 Inv (overview) VFORX Target-Date 2040 .14 Prospectus
Vanguard Target Retirement 3045 Inv (overview) VTIVX Target-Date 2045 .15 Prospectus
Vanguard Target Retirement 2050 Inv (overview) VFIFX Target-Date 2050 .15 Prospectus
Vanguard Target Retirement 2055 Inv (overview) VFFVX Target-Date 2055 .15 Prospectus
Vanguard Target Retirement 2060 Inv (overview) VTTSX Target-Date 2060+ .15 Prospectus
Vanguard Target Retirement 2065 Inv (overview) VLXVX Target-Date 2060+ .15 Prospectus

 

Account Owner acknowledges that a wide array of investment options is made available for the investment of funds held in the HSA. Account Owner understands and agrees that the Custodian is not providing any investment advice to Account Owner or any Authorized Agent and that Custodian is not an investment adviser registered under the Investment Advisers Act of 1940. Account Owner also acknowledges that some of the mutual funds or other investment options that are offered for purchase in the HSA may pay marketing and administrative services or other “revenue sharing” fees, including but not limited to so-called “12b-1” fees to the Custodian in connection with an investment in such funds.

Security products: Not insured by FDIC or any federal government agency; may lose value; not a deposit of or guaranteed by the bank or any bank affiliate.