Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $7K | — |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Registered Investment Company - | — | — | — | $335K | 40.0% | |
| Vanguard Developed Markets Index Fund Registered Investment Company - | — | — | — | $126K | 15.0% | |
| Vanguard Total Bond Market Index Fund Registered Investment Company - | — | — | — | $89K | 10.6% | |
| Vanguard Emerging Markets Stock Index Fund Registered Investment Company - | — | — | — |
| $64K |
| 7.6% |
| Vanguard 500 Index Fund Registered Investment Company - | — | — | — | $44K | 5.2% |
| Vanguard REIT Index Fund Admiral Shares Registered Investment Company - | — | — | — | $43K | 5.1% |
| Vanguard Growth Index Fund Registered Investment Company - | — | — | — | $36K | 4.3% |
| Vanguard Total International Bond Index Fund Registered Investment Company - | — | — | — | $32K | 3.8% |
| Vanguard Information Technology Index Fund Registered Investment Company - | — | — | — | $27K | 3.2% |
| Vanguard Reserve Federal Money Market Fund Registered Investment Company - | — | — | — | $18K | 2.2% |
| Vanguard Short-Term Inflation Protected Securities Index Registered Investment Company - | — | — | — | $6K | 0.7% |
