| Horizon™ for Schwab
Choice Series A Fund List (as of 10/30/13) |
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| Type/Asset Class | ETF Name | Comments/Penalties |
| Money Market | Money Market | None |
| High Yield Bond | Vanguard High-Yield Corporate Inv | Used in Backtest ONLY |
| High Yield Bond | PowerShares Fundamental High Yield Corporate Bond | None |
| Inflation-Protected Bond | Vanguard Inflation-Protected Secs | Used in Backtest ONLY |
| Inflation-Protected Bond | Schwab U.S. TIPS | None |
| Long-Term Bond | PowerShares Preferred Portfolio | None |
| Intermediate Government | Fidelity Government Income | Used in Backtest ONLY |
| Intermediate Government | Schwab Intermediate-Term U.S. Treasury | None |
| Intermediate-Term Bond | Vanguard Total Bond Market Index | Used in Backtest ONLY |
| Intermediate-Term Bond | Schwab U.S. Aggregate Bond | None |
| Short Government | Vanguard Short-Term Treasury Inv | Used in Backtest ONLY |
| Short Government | Schwab Short-Term U.S. Treasury | None |
| World Bond | SPDR Barclays International Corporate Bond | None |
| Emerging Markets Bond | T. Rowe Price Emerging Market Bond | Used in Backtest ONLY |
| Emerging Markets Bond | PowerShares Emerging Markets Sovereign Debt | None |
| Large Growth | Vanguard Growth Index | Used in Backtest ONLY |
| Large Growth | Schwab U.S. Large-Cap Growth | None |
| Large Value | Vanguard Value Index | Used in Backtest ONLY |
| Large Value | Schwab U.S. Large-Cap Value | None |
| Mid-Cap Blend | Vanguard Extended Market Idx | Used in Backtest ONLY |
| Mid-Cap Growth | SPDR S&P 400 Mid Cap Growth | None |
| Mid-Cap Value | SPDR S&P 400 Mid Cap Value | None |
| Small Blend | Vanguard Small Cap Index | Used in Backtest ONLY |
| Small Growth | SPDR S&P 600 Small Cap Growth | None |
| Small Value | SPDR S&P 600 Small Cap Value | None |
| Commodities Precious Metals | SPDR Gold Shares | Used in Backtest ONLY |
| Commodities Precious Metals | ETFS Physical Precious Metals Basket | None |
| Real Estate | Vanguard REIT Index Inv | Used in Backtest ONLY |
| Real Estate | Schwab US REIT | None |
| Commodities Broad Basket | United States Commodity Index | None |
| Foreign Large Blend | Vanguard Total Intl Stock Index Inv | Used in Backtest ONLY |
| Foreign Large Blend | Schwab International Equity | None |
| Foreign Small/Mid Growth | Vanguard International Explorer | Used in Backtest ONLY |
| Foreign Small/Mid Blend | Schwab International Small-Cap Equity | None |
| World Stock | Vanguard Global Equity | Used in Backtest ONLY |
| World Stock | SPDR MSCI ACWI IMI | None |
| Diversified Emerging Mkts | Vanguard Emerging Markets Stock Index | Used in Backtest ONLY |
| Diversified Emerging Mkts | SPDR S&P Emerging Markets Small Cap | None |
| Horizon™ for Schwab
Choice Series A Fund List (as of 10/30/13) |
||
| Type/Asset Class | ETF Name | Comments/Penalties |
| Money Market | Money Market | None |
| High Yield Bond | Vanguard High-Yield Corporate Inv | Used in Backtest ONLY |
| High Yield Bond | PowerShares Fundamental High Yield Corporate Bond | None |
| Inflation-Protected Bond | Vanguard Inflation-Protected Secs | Used in Backtest ONLY |
| Inflation-Protected Bond | Schwab U.S. TIPS | None |
| Long-Term Bond | PowerShares Preferred Portfolio | None |
| Intermediate Government | Fidelity Government Income | Used in Backtest ONLY |
| Intermediate Government | Schwab Intermediate-Term U.S. Treasury | None |
| Intermediate-Term Bond | Vanguard Total Bond Market Index | Used in Backtest ONLY |
| Intermediate-Term Bond | Schwab U.S. Aggregate Bond | None |
| Short Government | Vanguard Short-Term Treasury Inv | Used in Backtest ONLY |
| Short Government | Schwab Short-Term U.S. Treasury | None |
| World Bond | SPDR Barclays International Corporate Bond | None |
| Emerging Markets Bond | T. Rowe Price Emerging Market Bond | Used in Backtest ONLY |
| Emerging Markets Bond | PowerShares Emerging Markets Sovereign Debt | None |
| Large Growth | Vanguard Growth Index | Used in Backtest ONLY |
| Large Growth | Schwab U.S. Large-Cap Growth | None |
| Large Value | Vanguard Value Index | Used in Backtest ONLY |
| Large Value | Schwab U.S. Large-Cap Value | None |
| Mid-Cap Blend | Vanguard Extended Market Idx | Used in Backtest ONLY |
| Mid-Cap Growth | SPDR S&P 400 Mid Cap Growth | None |
| Mid-Cap Value | SPDR S&P 400 Mid Cap Value | None |
| Small Blend | Vanguard Small Cap Index | Used in Backtest ONLY |
| Small Growth | SPDR S&P 600 Small Cap Growth | None |
| Small Value | SPDR S&P 600 Small Cap Value | None |
| Commodities Precious Metals | SPDR Gold Shares | Used in Backtest ONLY |
| Commodities Precious Metals | ETFS Physical Precious Metals Basket | None |
| Real Estate | Vanguard REIT Index Inv | Used in Backtest ONLY |
| Real Estate | Schwab US REIT | None |
| Commodities Broad Basket | United States Commodity Index | None |
| Foreign Large Blend | Vanguard Total Intl Stock Index Inv | Used in Backtest ONLY |
| Foreign Large Blend | Schwab International Equity | None |
| Foreign Small/Mid Growth | Vanguard International Explorer | Used in Backtest ONLY |
| Foreign Small/Mid Blend | Schwab International Small-Cap Equity | None |
| World Stock | Vanguard Global Equity | Used in Backtest ONLY |
| World Stock | SPDR MSCI ACWI IMI | None |
| Diversified Emerging Mkts | Vanguard Emerging Markets Stock Index | Used in Backtest ONLY |
| Diversified Emerging Mkts | SPDR S&P Emerging Markets Small Cap | None |
| Web Site: | https://client.schwab.com/ | |
| User ID: | jcoppola | |
| PW: | john1dc | |
| Diversified Emerging Mkts | Vanguard Emerging Markets Stock Index | Used in Backtest ONLY |
| Mid-Cap Blend | Vanguard Extended Market Idx | Used in Backtest ONLY |
| World Stock | Vanguard Global Equity | Used in Backtest ONLY |
| Large Growth | Vanguard Growth Index | Used in Backtest ONLY |
| High Yield Bond | Vanguard High-Yield Corporate Inv | Used in Backtest ONLY |
| Inflation-Protected Bond | Vanguard Inflation-Protected Secs | Used in Backtest ONLY |
| Foreign Small/Mid Growth | Vanguard International Explorer | Used in Backtest ONLY |
| Real Estate | Vanguard REIT Index Inv | Used in Backtest ONLY |
| Short Government | Vanguard Short-Term Treasury Inv | Used in Backtest ONLY |
| Small Blend | Vanguard Small Cap Index | Used in Backtest ONLY |
| Intermediate-Term Bond | Vanguard Total Bond Market Index | Used in Backtest ONLY |
| Foreign Large Blend | Vanguard Total Intl Stock Index Inv | Used in Backtest ONLY |
| Large Value | Vanguard Value Index | Used in Backtest ONLY |