Stock Index Investments

Stock Index Investments

Stock Index Investments Index US ID EM Mutual Name expense Fund or ETF ratio* S&P500 Mutual Fidelity ZERO Large Cap Index (FNILX) -0- fund Fidelity 500 Index (FXAIX) 0.015% Schwab S&P500 Index (SWPPX) 0.02% Vanguard 500 Index, Admiral shares (VFIAX) 0.04% ETF iShares Core S&P500 (IVV) 0.04% Vanguard S&P500 (VOO) 0.03% Total market Mutual Fidelity ZERO Total Market Index (FZROX) -0- fund Fidelity Total Market Index (FSKAX) 0.015% Schwab Total Stock Market Index (SWTSX) 0.03% Vanguard Total Stock Market Index, Admiral 0.04% shares (VTSAX) ETF iShares Core S&P Total US Stock Market (ITOT) 0.03% Schwab Multi-cap Core (SCHB) 0.03% Vanguard Total Stock Market (VTI) 0.03% Extended market Mutual Fidelity ZERO Extended Market Index (FZIPX) -0- (small- and mid- fund Fidelity Extended Market Index (FSMAX) 0.045% cap) Vanguard Extended Market Index, Admiral 0.07% shares (VEXAX) ETF Vanguard Extended Market (VXF) 0.07% International Mutual Fidelity International Index (FSPSX) 0.035% (no US) fund Schwab International Index (SWISX) 0.06% —Developed Vanguard Developed Markets Index, Admiral 0.07% countries only shares (VTMGX) ETF iShares Core MSCI International Developed 0.05% Markets (IDEV) SPDR Portfolio Developed World Ex US (SPDW) 0.04% Vanguard FTSE Developed Markets (VEA) 0.05% International Mutual Fidelity ZERO International Index (FZILX) -0- (no US) fund Fidelity Total International Index (FTIHX) 0.06% — Developed + Emerging ETF Vanguard Total International Stock (VXUS) 0.09% Global (+US) Mutual Vanguard Total World Stock Index, Admiral 0.10% fund shares (VTWAX) ETF Vanguard Total World Stock (VT) 0.09% Emerging markets Mutual Fidelity Emerging Markets Index (FPADX) 0.075% fund ETF Schwab Emerging Markets (SCHE) 0.13% Vanguard FTSE Emerging Markets (VWO) 0.12% This information is for educational purposes only and is not intended to be investment advice. Seek a licensed professional for individual financial advice. © 2019. E Baker, YourWealthKnowledge. Bond Index Investments Index Term Mutual Name expense Short Interme Long Fund or ratio* diate ETF Treasuries Mutual Fidelity Intermediate Treasury Bond Index 0.03% fund (FUAMX) Vanguard Intermediate-term Treasury Index, 0.07% Admiral shares (VSIGX) ETF Schwab Intermediate-term US Treasury (SCHR) 0.06% SPDR Barclays Intermediate Term Treasury 0.06% (ITE) Mutual Fidelity Long-term Treasury Bond Index 0.03% fund (FNBGX) Vanguard Long-term Treasury Index, Admiral 0.07% shares (VLGSX) ETF SPDR Portfolio Long-term treasury (SPTL) 0.06% Corporate Mutual Vanguard Short-term Corporate Bond Index 0.07% fund (VSCSX) ETF iShares 5-10 year Investment Grade Corporate 0.06% Bond (MLQD) ETF iShares Long-term Corporate bond (IGLB) 0.06% iShares 10+ year Investment Grade Corporate 0.06% Bond (LLQD) ETF SPDR Bloomberg Barclays Corporate Bond 0.06% (CBND) Aggregate Mutual Schwab Short-term Bond Index (SWSBX) 0.06% (Treasuries + fund Corporate) Mutual Vanguard Intermediate-term Bond Index, 0.07% fund Admiral shares (VBILX) Mutual Fidelity US Bond Index (FXNAX) 0.025% fund Schwab US Aggregate Bond Index (SWAGX) 0.04% Vanguard Total Bond Market Index, Admiral 0.05% shares (VBTLX) ETF iShares Core US Aggregate Bond (AGG) 0.05% Schwab US Aggregate Bond (SCHZ) 0.04% SPDR Portfolio Aggregate Bond (SPAB) 0.04% Vanguard Total Bond Market (BND) 0.04% July 2019. US = United States; ID = International, developed countries; EM = Emerging markets. Funds are suggestions only; please do your own research before investing. • *Fees for ETFs should be consistent regardless of where they are purchased. Mutual funds, on the other hand, have the best price if purchased through their respective institutions. Eg, Buy Fidelity funds through Fidelity. This information is for educational purposes only and is not intended to be investment advice. Seek a licensed professional for individual financial advice. © 2019. E Baker, YourWealthKnowledge..

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