Vanguard Balanced Index Adm (VBIAX)

Min Initial Investment

3,000

Min Initial Investment, IRA

--

Min Initial Investment, AIP

--

Min Subsequent Investment

0

Min Subsequent Investment, IRA

--

Min Subsequent Investment, AIP

--

• TradeStation Securities
• Cetera Advisors LLC
• Cetera Advisor Networks LLC
• Protected Investors of America
• Comerica Bank
• E TRADE Financial
• H&R Block Financial Advisors Inc
• American Trust Custody
• Morgan Stanley - Brokerage Accounts
• Pershing FundCenter
• Schwab Institutional
• EP Fee Small
• Shareholders Services Group
• JPMorgan
• Merrill Lynch
• T. Rowe Price
• TD Ameritrade Trust Company
• (Junk)CommonWealth PPS
• LPL SAM Eligible
• Fidelity Retail FundsNetwork
• Fidelity Institutional FundsNetwork
• DATALynx
• Ameriprise Brokerage
• Federated TrustConnect
• Cetera Advisors LLC – PAM, PRIME, Premier, mAA Advisor
• Cetera Wealth Services LLC – PAM, PRIME, Premier, mAA Advisor
• Nationwide Retirement Resource
• RBC Wealth Management-Advisory Eligible
• Schwab Institutional Only
• Mony Securities Corp
• SunAmerica Securities Premier / Pinnacle
• Vanguard NTF
• ETrade No Load Fee
• SunGard Transaction Network
• Royal Alliance
• Raymond James
• Raymond James WRAP Eligible
• Bear Stearns No-Load Transaction Fee
• Commonwealth Universe
• FTJ FundChoice
• Robert W. Baird & Co.
• HSBC Brokerage (USA) Inc
• JPMorgan INVEST
• WFA MF Advisory Updated 9.2.26
• RBC Wealth Management-Network Eligible
• DailyAccess Corporation RTC
• DailyAccess Corporation FRIAG
• WR Hambrecht Co LLC
• Sterne, Agee & Leach, Inc.,
• EP Fee Large
• ING Financial Ptnrs PAM and PRIME Approv
• Firstrade
• Scottrade TF
• Standard Retirement Services, Inc.
• Sun Life CPS
• Sun Life Recordkeeper Plus
• Principal Advantage
• TIAA-CREF Brokerage Services
• Fidelity Advisor 401(k) I Shares
• Thrivent – Advisory Eligible
• Morgan Stanley Consulting Group Advisor
• Matrix Financial Solutions
• Trade PMR Transaction Fee
• DWS Retirement Sevs Investment Offerings
• TD Ameritrade Retail
• TD Ameritrade Institutional
• Nationwide Retirement Clear Adva
• ING Financial Advisers - SAS Funds
• NYLIM 401(k) Complete
• Hartford RK Plus
• Hartford CPS
• Met Life Resources MFSP Alliance List
• ADP Access
• Mid Atlantic Capital Group
• HD Vest - Vest Advisor
• Securities America Advisors
• Bear Stearns
• JP MORGAN NO-LOAD NTF
• JP MORGAN LOAD
• JP MORGAN NO-LOAD TRANSACTION FEE
• MSWM Brokerage
• WFA Fdntl Choice/PIM Updated 9.2.26
• ADP Access Open Fund Architecture
• ADP Access Tier 0
• DailyAccess Corporation Mid-Atlantic
• RBC Wealth Management-Wrap Eligible
• Waddell & Reed Choice MAP Flex
• E-Plan Services, Inc.
• H Beck Inc.
• ING Financial Partners Inc.
• Securities America Inc.
• Morgan Stanley Portfolio Management
• Nationwide Retirement Flexible Advantage
• Merrill Edge
• DailyAccess Corporation Matrix
• DailyAccess Corporation MATC
• Cetera Financial Specialist LLC – Premier, mAA Advisor
• LPL SWM
• Schwab Advisor Services All Funds Available
• ADP Access IPS Z
• Lincoln Investment Planning
• Pershing Retirement Plan Network
• HD Vest
• Kestra Financial
• Commonwealth (PPS Access Program)
• Commonwealth (NTF - PPS/Advisory)
• Commonwealth (PPS/Advisory)
• ADP Advisor Access 3(21) Tier 0
• ADP Advisor Access 3(38) Tier 0
• ADP Advisor Access 3(38) Tier 3
• ADP Advisor Access Tier 0
• ADP Advisor Access Tier 2
• LPL Brokerage Availability
• Thrivent – Retail Eligible
• ADP SPS 3(38) Tier 0
• ADP Raymond James 3(38)
• Avantax
• Allowab (non-advisory)
• Mid Atlantic Clearing and Settlement
• Schwab Advisor Services Transaction-Fee Funds
• Schwab Advisor Services Institutional Share Class Funds

Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the securities that make up the target indexes and in securities that the advisor determines have substantially identical economic characteristics to the securities that make up the target indexes.