0.4764 0 Td [(,)-4]TJ [(F)24]TJ 0.4073 0 Td 0.50131 0 Td 0.79427 0 Td [<1A>24]TJ 0.48228 0 Td 0.50976 0 Td )29]TJ [( )24]TJ [(+)24]TJ 0.39478 0 Td [(\()6]TJ 0.53881 0 Td [(&)21]TJ [(? 0.31821 0 Td [( )24]TJ 0.28418 0 Td 0.5052 0 Td [(+)24]TJ )]TJ )49]TJ 0.50839 0 Td [<1F>29]TJ [(E)-4]TJ 0.58984 0 Td 0.5123 0 Td 0.6289 0 Td [(? [(\f)30]TJ [(0)24]TJ [(E)-4]TJ 0.50936 0 Td 0.28713 0 Td 0.19736 0 Td [(E)-28]TJ [(-)24]TJ [(6)870]TJ 0.7715 0 Td 0.28417 0 Td [<1E>24]TJ [(F)24]TJ 0.4793 0 Td [(1)42]TJ 0.51525 0 Td 0.56176 0 Td 0.55741 0 Td [( )24]TJ 0.427 0 Td [<1F>24]TJ [(. 0.5074 0 Td )53]TJ 0.3182 0 Td 0.1974 0 Td Invesco is in a select group of managers with extensive stable value expertise and significant fixed income resources and scale. [(#)]TJ 0.3475 0 Td [<17>39]TJ 0.58984 0 Td [(? [(\()24]TJ 0.50936 0 Td 0.4793 0 Td [(@)39]TJ 0.51328 0 Td S 0.21835 0 Td 0.2562 0 Td 0.5074 0 Td 0 0 0 0.5 K 0.3182 0 Td 0.5074 0 Td Vanguard manages over $27 billion in stable value funds for approximately 1400 institutional defined contribution plans. 0.19736 0 Td [( )34]TJ 0.4729 0 Td 230.625 328.374 m ET 0.23486 0 Td 0.48815 0 Td [(\n)]TJ 0.51328 0 Td f* 0.27979 0 Td [(1)21]TJ 0.28417 0 Td 0.5025 0 Td 0.19736 0 Td )29]TJ [(\()24]TJ [(&)24]TJ [<1E>21]TJ 0.67931 0 Td [(? 0.3285 0 Td [(1)21]TJ [(-)24]TJ [(F)24]TJ [(-)21]TJ 0.28418 0 Td [(+)24]TJ [(F)24]TJ /F1 1 Tf 0.58984 0 Td 0.20031 0 Td [(H)]TJ [(*)24]TJ 290.428 682.028 m 0.5052 0 Td [(")43]TJ 0.4852 0 Td 0.58984 0 Td 0.2842 0 Td [(F)24]TJ [(J)51]TJ [(\()24]TJ 0.2783 0 Td )377]TJ [<17>]TJ [(F)39]TJ [<14>24]TJ 0.19736 0 Td 0.1915 0 Td 0.5152 0 Td Ratings Source: Standard & Poor's, Moody's or Fitch, as applicable. 0.50131 0 Td Explore ways to help reduce portfolio volatility, seek attractive income and diversification opportunities, or pursue effective tax management strategies with Invesco ETFs. [<17>24]TJ [(E)-4]TJ [(? 0.47836 0 Td [(+)]TJ 0.3123 0 Td [<1B>21]TJ [<18>24]TJ [(? [<12>41]TJ 0.4993 0 Td 0.47412 0 Td 0.40341 0 Td [(F)24]TJ [( )44]TJ [(1)]TJ [( )24]TJ [(\()24]TJ [(. [<00>6]TJ 0.58984 0 Td 0.47739 0 Td [<11>24]TJ [(E)-4]TJ [<1E>24]TJ 0.5093 0 Td [(O)33]TJ 0.37119 0 Td 0.4803 0 Td [(&)24]TJ 0.5123 0 Td )11]TJ 0.7943 0 Td 0.4803 0 Td 0.48154 0 Td [(@)39]TJ [<1A>24]TJ 0.4803 0 Td [( )24]TJ [( )24]TJ 0.2783 0 Td 0.4993 0 Td [(\()30]TJ 0.35141 0 Td [(&)24]TJ [(*)]TJ [(F)24]TJ 0.4862 0 Td [( )34]TJ [(. [(! 0.79724 0 Td 0.48227 0 Td 0.51523 0 Td [(K)24]TJ 0.19736 0 Td 0.2783 0 Td ET 0.4862 0 Td [(F)24]TJ 0.19736 0 Td [(590]TJ [(-)24]TJ 576.558 737.0535 l The fund seeks to maintain a stable net asset value (NAV) of $1 per share, but it cannot guarantee that it will be able to do so. 0.48617 0 Td [<0E>24]TJ 0.28417 0 Td 0.2842 0 Td 0.49863 0 Td 0.25195 0.0000032 TD [(? 0.427 0 Td 0.5663 0 Td 0.4703 0 Td [(@)24]TJ [( )510]TJ [( )24]TJ [(. 0.4745 0 Td [(@)30]TJ 0.2842 0 Td 0.1915 0 Td [<07>30]TJ 0.4803 0 Td [(? [(@)24]TJ [<0F>]TJ [( )30]TJ [(F)24]TJ 0.5052 0 Td 0.2964 0 Td 0.28418 0 Td [(+)]TJ [(I)6]TJ [(E)-4]TJ 0.51328 0 Td 0.67221 0 Td [( )24]TJ [<17>24]TJ [(E)-28]TJ [( )24]TJ 0.50521 0 Td 0.48129 0 Td )49]TJ BT 0.41318 0 Td 0.4852 0 Td [(+)24]TJ )30]TJ 0.3123 0 Td [(F)39]TJ 0.28417 0 Td 0.3182 0 Td 0.4784 0 Td [<1D>24]TJ 0.3975 0 Td [(J)41]TJ )21]TJ [(E)-4]TJ 0.48228 0 Td 0.28417 0 Td Portfolio composition statistics are subject to change and current holdings may differ. [(3)15]TJ 0.28418 0 Td 0.5093 0 Td 0.1974 0 Td 0.19736 0 Td [<1A>24]TJ 0.4073 0 Td [(3)]TJ 0.48815 0 Td [(E)-4]TJ [(E)2]TJ [(E)-4]TJ [(*)24]TJ [(. 0.31821 0 Td 0.3185 0 Td 0.42441 0 Td [(. [(F)24]TJ 0.22095 0 Td [(E)-28]TJ 0.35717 0 Td [<1E>30]TJ 0.48228 0 Td 0.50388 0 Td [(7)24]TJ 0.79428 0 Td [<1B>24]TJ [(@)24]TJ 0.4974 0 Td 0.50131 0 Td [(I)30]TJ [<17>24]TJ [<17>24]TJ [(\()24]TJ 0.5123 0 Td [(. 0.1915 0 Td [(\))24]TJ 0.4764 0 Td 0.19736 0 Td [<17>39]TJ [(@)6]TJ [<17>30]TJ 0.4803 0 Td 0.50879 0 Td [( )24]TJ )49]TJ [<17>]TJ The Portfolio is subject to certain other risks. << 0.31821 0 Td [<1A>24]TJ [(F)44]TJ [(-)30]TJ 0.50521 0 Td [<1E>24]TJ [(+)24]TJ -17.71698 -1 TD [(. 0.48618 0 Td 546.5512 764.8924 l [<15>24]TJ 0.3185 0 Td (')Tj 0.3336 0 Td 0.28418 0 Td [(E)-28]TJ [<1D>24]TJ [(E)2]TJ WebThe fund seeks to preserve your principal investment while earning a level of interest income that is consistent with principal preservation. [<00>]TJ 0.5123 0 Td 0.48618 0 Td [(E)2]TJ 544.227 734.8191 l [(E)-4]TJ [(&)24]TJ 0.19736 0 Td [( )24]TJ 0.28417 0 Td )55]TJ [<1B>46]TJ 0.51328 0 Td 0.4354 0 Td [<17>]TJ 0.5152 0 Td [(? 0.28417 0 Td [(&)24]TJ 0.3226 0 Td -19.90796 -1.0625 TD [(E)2]TJ [(\()24]TJ 0.77784 0 Td [(E)-7]TJ 0.4852 0 Td 0.51328 0 Td 0.51525 0 Td 0.2783 0 Td BT [(\()24]TJ 0.22095 0 Td 0.2842 0 Td 0.50131 0 Td 0.50936 0 Td 0.5074 0 Td 0.19736 0 Td 0.48228 0 Td S )]TJ [(. 0.2783 0 Td 0.48129 0 Td [(F)49]TJ 0.5052 0 Td [(E)-7]TJ 0.2842 0 Td [(K)47]TJ [(F)24]TJ [(-)]TJ [( )21]TJ 0.4244 0 Td [<18>24]TJ [<17>30]TJ S [( )30]TJ [(F)49]TJ 552.5136 722.6063 550.8813 724.7523 548.3022 724.7523 c 0.19736 0 Td 0.3182 0 Td [( )24]TJ 0.2783 0 Td [<17>24]TJ 0.7884 0 Td [(E)2]TJ 0.5064 0 Td )539]TJ [(J)21]TJ 0.32651 0 Td 0.49032 0 Td [(F)44]TJ 0.53881 0 Td 0.37695 0 Td 0.51328 0 Td [(I)30]TJ 0.35205 0 Td [(I)24]TJ /GS0 gs 0.45053 0 Td )57]TJ 0.27979 0 Td 0.4803 0 Td [(E)2]TJ /GS0 gs [(@)34]TJ 0.79427 0 Td 411.129 645.932 4.5 4.5 re [( )31]TJ 0.5398 0 Td 0.1915 0 Td /F1 1 Tf 6 0 0 6 319.6542 582.0765 Tm [(F)31]TJ f* [(E)2]TJ [(3)32]TJ 0.58984 0 Td 0.27533 0 Td [(? 0.48815 0 Td )6]TJ 0.4446 0 Td )24]TJ 0.4993 0 Td 0.32846 0 Td 0.31821 0 Td [(&)24]TJ [(-)24]TJ 0.3285 0 Td 27.04 625.1 m 0.4132 0 Td )49]TJ 0.28418 0 Td [(E)-4]TJ S [(O)33]TJ [<0E>24]TJ 0.28418 0 Td 0.4993 0 Td [(\()30]TJ [<0E>24]TJ 0.30139 0 Td 0.4852 0 Td [(E)-4]TJ [(F)24]TJ 0.6705 0 Td 0.4354 0 Td 0.5123 0 Td [<17>24]TJ 0.28418 0 Td 0.5123 0 Td 3.31171 0.0625 TD 0.4862 0 Td 0.52393 0 Td [(J)28]TJ 0.3033 0 Td [(F)24]TJ 0.31821 0 Td 0.40342 0 Td [<1E>24]TJ /GS0 gs 0.5052 0 Td 0.3226 0 Td 0.51522 0 Td Each type of stable value fund has its own unique characteristics, and all face benchmarking challenges. -20.44195 -1 TD 0.36608 0 Td 0.51328 0 Td 0.2842 0 Td 0.50131 0 Td The Invesco Stable Value Portfolio invests 100% of its assets in the Invesco Stable Value separate account. 0.3185 0 Td [(! [(3)24]TJ 0.48913 0 Td 0.4354 0 Td 0.4073 0 Td [(E)-7]TJ 0.50936 0 Td [(? 0.51328 0 Td [(I)24]TJ [(1)42]TJ 0.28417 0 Td f Most offer a great investment option with very limited volatility, she said, citing the Dwight/SEI Stable Asset fund and the Invesco Stable Value Trust as examples. /F1 1 Tf [(1)24]TJ [(E)2]TJ [(E)-7]TJ 0.4703 0 Td [(\()24]TJ 0.3277 0 Td 0.19736 0 Td [(1)42]TJ [(3)32]TJ [<17>39]TJ [(E)-4]TJ 0.3126 0 Td [(9)21]TJ [(1)21]TJ [<15>24]TJ ET 0.5045 0 Td [(. )24]TJ 0.56625 0 Td [(F)49]TJ [(. [(L)474]TJ 0.3182 0 Td [<1B>38]TJ [(J)47]TJ [(8)-28]TJ [(\r)588]TJ 0.45053 0 Td [(%)24]TJ 0.28418 0 Td [( )30]TJ [(\()24]TJ 0.50521 0 Td 0.19736 0 Td [(+)30]TJ 0.44995 0 Td 0.5093 0 Td 0.44046 0 Td )30]TJ [(-)24]TJ 0.51328 0 Td 0.50195 0 Td [(>)24]TJ [(? 0.41186 0 Td 0.28418 0 Td 0.4862 0 Td [<07>30]TJ [<17>24]TJ 0.2783 0 Td 0.2562 0 Td [(E)-4]TJ 0.27979 0 Td [(E)-4]TJ 0.50098 0 Td [(@)24]TJ [<1E>21]TJ [<1B>24]TJ [(F)44]TJ 0.51522 0 Td [(\()24]TJ The yield of the fund will fluctuate. )54]TJ 0.28712 0 Td )24]TJ 0.47641 0 Td 0.28713 0 Td 0.56625 0 Td 0.48129 0 Td 0.24735 0 Td 5>V}dH+odqtnZ-QOh.r{jt\Qu|q
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nrst|rw0^WP*N$R4)wtrr{=&woh^AkHd\"C/ ^SS=E [<15>506]TJ [<1A>24]TJ 0.5103 0 Td 0.51523 0 Td 0.5098 0 Td 0.47641 0 Td [(%)24]TJ 0.79428 0 Td 0.1974 0 Td [(E)-4]TJ 0.58984 0 Td 0.4993 0 Td 0.50521 0 Td 0.28712 0 Td 0.50131 0 Td 0.27979 0 Td [(I)30]TJ [(I)24]TJ [( )21]TJ 0.5123 0 Td [<14>24]TJ [<0E>]TJ 0.48617 0 Td 0.19736 0 Td 0.3104 0 Td 0.41318 0 Td [(%)24]TJ [(F)31]TJ [(L)43]TJ 0.48618 0 Td [(E)2]TJ [(? )24]TJ 0.58984 0 Td [<1E>21]TJ 0.4205 0 Td 0.50879 0 Td )24]TJ [(F)24]TJ 0.28418 0 Td 0.4132 0 Td 0.29007 0 Td [(I)24]TJ )30]TJ 0.79037 0 Td [( )24]TJ 0.5074 0 Td [(. 0.4073 0 Td 0.28418 0 Td WebInvestors cannot invest directly in an index. [(E)2]TJ 0.3182 0 Td 0.55395 0 Td 0.3975 0 Td 0.58984 0 Td [(E)-4]TJ 0.31821 0 Td 0.14852 0 Td )24]TJ [(@)24]TJ 0.2842 0 Td )21]TJ 0.31821 0 Td [(A)24]TJ [<15>24]TJ [<1B>41]TJ [(F)44]TJ /GS0 gs [(-)24]TJ [<1B>]TJ 0.1974 0 Td ET )29]TJ 0.50936 0 Td 0.3226 0 Td [(24]TJ [<17>5]TJ 0.28036 0 Td [( )24]TJ [<1B>46]TJ 0.2783 0 Td [(@)30]TJ [(")24]TJ 0.31821 0 Td [<07>24]TJ [(E)2]TJ [(I)24]TJ 0.6018 0 Td 0.40636 0 Td 0.4862 0 Td [<17>24]TJ /GS0 gs [<1E>24]TJ [(E)-4]TJ [(M)30]TJ 0.25195 0 Td [(@)437]TJ 0.4793 0 Td )24]TJ [(. )29]TJ 0.30234 0 Td [(F)24]TJ [(\()24]TJ [<1E>529]TJ 0.3182 0 Td [( )32]TJ 0.28417 0 Td [<17>24]TJ 0.4844 0 Td [(&)]TJ [<1B>24]TJ [<15>24]TJ 0.50936 0 Td 0.4803 0 Td [(@)39]TJ 0.3995 0 Td [(E)-4]TJ 0.7943 0 Td 0.24735 0 Td )55]TJ [(*)24]TJ [(7)24]TJ [(\))33]TJ )539]TJ [<0B>30]TJ 0.2125 0 Td )42]TJ 0.48815 0 Td [(. [( )21]TJ 0.55741 0 Td 0.4073 0 Td 0.5123 0 Td 532.1279 745.9632 l 0.1915 0 Td 0.50879 0 Td 0.5662 0 Td 0.28418 0 Td [<15>24]TJ [(1)39]TJ [<1E>24]TJ [<07>30]TJ [(? [(. [(\()24]TJ April 14, 2022 Investment menu design Stable value and rising interest rates 0.2925 0 Td [<1A>24]TJ 0.4205 0 Td 6.25659 0 Td [(&)30]TJ [(? 0.28417 0 Td 0.4244 0 Td 0.48129 0 Td 0.64795 0 Td [(/)870]TJ 0.79428 0 Td [<1A>49]TJ In most market environments, it should provide investors with a higher return than a money market fund while striving to maintain liquidity for Account Owner-initiated transactions and safety of principal. [(J)41]TJ 0.58395 0 Td [<0E>24]TJ 0.5 0 Td 0.51328 0 Td [(3)529]TJ [(4)24]TJ 0.31821 0 Td /GS0 gs )24]TJ [(3)24]TJ 0.47326 0 Td [(K)30]TJ 0.53881 0 Td [(F)24]TJ 0.4862 0 Td [(? 0.4703 0 Td [<17>24]TJ /GS0 gs [(. 0.4725 0 Td 0.2783 0 Td 541.0351 754.8704 l 0.4862 0 Td [(K)24]TJ [(F)15]TJ [(3)15]TJ [(E)2]TJ 0.5152 0 Td [(@)34]TJ [<1F>24]TJ [(E)-7]TJ )49]TJ 0.4862 0 Td <00>Tj 0.28036 0 Td 0.2925 0 Td [( )30]TJ 0.40341 0 Td 0.5052 0 Td 0.29199 0 Td 0.4862 0 Td /GS0 gs [(F)30]TJ [(F)30]TJ [<1B>29]TJ [(1)24]TJ 0.5123 0 Td [<1B>24]TJ 0.4852 0 Td 0.38827 0 Td [<14>24]TJ [(J)47]TJ <00>Tj -42.565 -1 TD [(E)-4]TJ 0.66699 0 Td [(\()24]TJ [( )30]TJ 0.51525 0 Td [(E)-4]TJ 0.3744 0 Td [(N)40]TJ 0.51522 0 Td [(+)24]TJ 0.5052 0 Td [(%)24]TJ [(\()24]TJ 0.48227 0 Td 0.44125 0 Td [(/)33]TJ 0.41318 0 Td [( )24]TJ 0.19736 0 Td 0.4073 0 Td 0.19736 0 Td 0.52588 0 Td [(\()24]TJ [<17>24]TJ 0.48228 0 Td [(F)24]TJ 0.2842 0 Td 0.2842 0 Td [(,)-4]TJ [<1F>24]TJ [(*)]TJ [(-)24]TJ 0.4862 0 Td [(? [(E)2]TJ 0.28418 0 Td [<14>24]TJ [<1B>24]TJ 0.20031 0 Td There are risks that a wrap contract issuer may default which could result in loss of principal. 0.5015 0 Td [(@)34]TJ 0.22095 0 Td [(&)30]TJ 0.5123 0 Td 0.58984 0 Td 0.67636 0 Td [<17>30]TJ 0.5088 0 Td [( )7]TJ 0.99 0.5 0 0 k 0.4703 0 Td 0.50781 0 Td [(\()30]TJ 0.4505 0 Td 0.56176 0 Td 6.55443 0 Td [(E)2]TJ [<1E>24]TJ [(@)24]TJ [<05>92]TJ 0.50817 0 Td [(\()30]TJ 0.2783 0 Td [(F)30]TJ 0.2842 0 Td -20.12185 0 Td [<1E>24]TJ [(E)-4]TJ 0.5898 0 Td 0.50449 0 Td 0.4864 0 Td )24]TJ 0.427 0 Td [(E)2]TJ 0.50521 0 Td [(,)-4]TJ [<1B>41]TJ 0.4034 0 Td 0.28418 0 Td [(E)-4]TJ [(E)-4]TJ [(@)10]TJ [<1D>24]TJ 0.3226 0 Td [<1A>24]TJ [(@)34]TJ [(. [<12>24]TJ [(")46]TJ 0.4886 0 Td [( )30]TJ [(24]TJ [(1)42]TJ 0.4993 0 Td [<1B>41]TJ [(E)2]TJ 0.1915 0 Td 0.521 0 Td 0.2842 0 Td [(3)44]TJ 0.4793 0 Td [<17>21]TJ [(O)]TJ f [(M)24]TJ 0.5093 0 Td 0.51328 0 Td [(8)-28]TJ [(+)24]TJ 0.2783 0 Td 0.4205 0 Td 0.6705 0 Td 0.51522 0 Td 0.28418 0 Td [(M)24]TJ [(E)-4]TJ [(\()21]TJ [(. 0.31821 0 Td Invesco Advisors, Inc. serves as the Investment Manager. 0.28418 0 Td [(&)24]TJ [<1B>30]TJ [<00>6]TJ [(I)30]TJ 0.4412 0 Td [<1B>8]TJ 0.48912 0 Td [(! [(E)-4]TJ 0.50036 0 Td [(E)2]TJ 0.3934 0 Td 0.4305 0 Td [(? [<15>24]TJ [(? 0.5064 0 Td )35]TJ [(E)-4]TJ 0.28417 0 Td [( )510]TJ [<14>24]TJ 0.4852 0 Td [( )30]TJ 0.79427 0 Td [(? 0.1974 0 Td [(? 0.5052 0 Td 0.4974 0 Td [(@)34]TJ [(I)24]TJ 0.51523 0 Td 0.4852 0 Td [(E)-4]TJ [(F)24]TJ [(;)]TJ [(+)221]TJ 0.51522 0 Td [( )24]TJ 1 0.88 0 0.14 k [<18>5]TJ [(3)29]TJ 0.3285 0 Td [(@)24]TJ 0.5898 0 Td Important Fee Information. 0.53199 0 Td [<1E>24]TJ [(3)24]TJ 0.3182 0 Td [(E)-4]TJ [(. [(. f 0.28418 0 Td [(\))433]TJ [(*)49]TJ 0.5984 0 Td 0.4774 0 Td 0.48129 0 Td 0.3995 0 Td [(E)-4]TJ 0.5074 0 Td 0.2783 0 Td These assets are managed either in commingled pools or as client separate accounts. [(@)30]TJ 540.1723 715.3816 l [(2)]TJ [(1)24]TJ 0.55741 0 Td 0.58984 0 Td 0.51035 0 Td [(")46]TJ 0.28418 0 Td [(. [(. [(2)590]TJ [<1E>30]TJ 0.5093 0 Td [(-)24]TJ 0.48618 0 Td There are risks that a wrap contract issuer may default which could result in loss of principal. BT [<17>24]TJ [( )34]TJ 0.4354 0 Td [(-)24]TJ 0.60019 0 Td [(E)2]TJ 0.4119 0 Td 0.28712 0 Td [(,)-4]TJ )21]TJ 0.50521 0 Td [<1E>24]TJ [(E)-28]TJ 0.4852 0 Td [<15>24]TJ [(7)33]TJ 0.40636 0 Td 0.2798 0 Td 0.46249 0 Td 0.41317 0 Td )11]TJ [<1E>24]TJ [(F)30]TJ [(? 0.35302 0 Td [<0E>24]TJ [(E)-4]TJ 0.28417 0 Td [(#)24]TJ 0.4852 0 Td 0.4935 0 Td [(. [<1B>45]TJ [(1)30]TJ 0.2842 0 Td 0.30777 0 Td )]TJ 0.5123 0 Td [<15>24]TJ [(F)30]TJ [<11>52]TJ 0.2783 0 Td [(\()21]TJ 0.28418 0 Td -19.02584 -1 TD [(E)-4]TJ 0.3226 0 Td [<1B>41]TJ [<17>30]TJ 0.4993 0 Td [(F)24]TJ [( )57]TJ 0.50817 0 Td [<1A>24]TJ [( )51]TJ 0.3285 0 Td [(? [(E)-4]TJ 0.43637 0 Td 0.52588 0 Td [(1)29]TJ ET 0.41318 0 Td All rights reserved.Invesco Interstate Bold ? 6.14598 1.125 TD )29]TJ [(. [( )30]TJ 0.1974 0 Td 0.5123 0 Td [(,)-4]TJ 0.4852 0 Td 0.40341 0 Td 0.50131 0 Td 0.4803 0 Td [( )24]TJ 0.45923 0 Td [(-)24]TJ 0.79427 0 Td 0.51623 0 Td 0.4364 0 Td [<1B>41]TJ 0.19736 0 Td [(3)15]TJ [(E)-7]TJ [(\))24]TJ [(+)24]TJ [( )24]TJ [(1)53]TJ 0.19736 0 Td )24]TJ 0.4862 0 Td [(E)-4]TJ [(+)24]TJ )49]TJ 0.5152 0 Td [(\()24]TJ 0.5133 0 Td 0.4725 0 Td 0.58984 0 Td 0.35336 0 Td 0.4073 0 Td They are available exclusively to qualified retirement plans. 0.448 0 Td [(\))24]TJ 0.5074 0 Td 0.29007 0 Td 0.4862 0 Td 0.45605 0 Td 0.42441 0 Td 0.29843 0 Td 0.4803 0 Td 0.4683 0 Td [(? )59]TJ 0.21835 0 Td 0.29842 0 Td [( )24]TJ 0.50521 0 Td 0.5133 0 Td [( )39]TJ [(F)7]TJ [(. 0.3269 0 Td 0.4034 0 Td [(E)2]TJ 0.30776 0 Td 0.48129 0 Td 0.4132 0 Td 0.2842 0 Td 0.51622 0 Td 0.58395 0 Td [(\))24]TJ [(\()24]TJ 0.4862 0 Td 0.4034 0 Td 0.5103 0 Td [(%)24]TJ 0.51035 0 Td [(. [(@)30]TJ [( )10]TJ 0.5398 0 Td [(,)-4]TJ [(-)24]TJ )24]TJ [(L)36]TJ 0.28417 0 Td [(E)-4]TJ [<0E>24]TJ 0.20031 0 Td [( )34]TJ [(\n)6]TJ /GS0 gs [(E)-4]TJ 0.5074 0 Td [(E)-7]TJ 0.28417 0 Td )]TJ 0.2842 0 Td [<12>24]TJ )49]TJ 0.2842 0 Td 0.32116 0 Td [(@)24]TJ [(E)-4]TJ [(I)30]TJ [(. [(I)21]TJ [(\()24]TJ 0.28417 0 Td [(F)44]TJ 0.41186 0 Td 0.40341 0 Td [(E)-4]TJ 0.5093 0 Td [(1)47]TJ 0.50521 0 Td [(I)30]TJ [<1A>30]TJ [(E)-7]TJ [(3)24]TJ [(3)29]TJ [( )24]TJ [(H)]TJ 0.2842 0 Td [(E)-4]TJ BT [(1)24]TJ 0.58395 0 Td [<14>]TJ [(0)24]TJ [(1)24]TJ 0.5123 0 Td 0.64205 0 Td 0.50976 0 Td [(")24]TJ Interest rate risk refers to the risk that bond prices generally fall as interest rates rise and vice versa. 0.51523 0 Td [(1)30]TJ 8 0 0 8 568.8346 469.4435 Tm 0.41318 0 Td [(@)44]TJ 0.4852 0 Td 0.51328 0 Td 0.4862 0 Td 0.41318 0 Td [(@)31]TJ 0.2842 0 Td [<11>36]TJ 0.48034 0 Td [<18>15]TJ 0.50936 0 Td 0.2984 0 Td [(7)33]TJ 0.28712 0 Td [(9)]TJ 0.2562 0 Td 0.5074 0 Td 0.4993 0 Td 0.50936 0 Td [(\()30]TJ 0.20031 0 Td 0.3226 0 Td [(-)24]TJ [(%)30]TJ 0.4915 0 Td 0.48618 0 Td /F0 1 Tf 0.5045 0 Td [(\n)6]TJ [(. 0.4862 0 Td [(&)24]TJ 0.2562 0 Td /F1 1 Tf [(E)2]TJ [<1E>24]TJ 0.54842 0 Td [(8)-4]TJ 0.4862 0 Td 0.51327 0 Td [(? [(/)24]TJ [(3)30]TJ [<1A>30]TJ [(F)21]TJ 0.2842 0 Td 0.1974 0 Td [(. [(&)24]TJ [<15>24]TJ )24]TJ [(I)24]TJ 5 0 0 5 312.9492 559.5765 Tm [(1)24]TJ -23.0497 -1 TD 584.656 404.322 l [<1F>24]TJ 0.51328 0 Td BT 0.23486 0 Td 0.28036 0 Td 0.4862 0 Td 0.28417 0 Td [(,)-4]TJ 0.4852 0 Td 0.27979 0 Td 0.5123 0 Td 0.28712 0 Td 0.4725 0 Td 0.2842 0 Td )24]TJ [(M)24]TJ [(H)]TJ [<01>37]TJ [(? [(@)34]TJ [(I)24]TJ 0.5093 0 Td [( )24]TJ [(E)280]TJ [(E)-4]TJ [<14>54]TJ [<17>24]TJ 0.48618 0 Td [(@)21]TJ 0.28712 0 Td [(1)24]TJ 0.51523 0 Td [(\t)6]TJ 0.4844 0 Td 0.51522 0 Td 2.85878 0 Td [( )24]TJ 0.47641 0 Td 0.19736 0 Td 0.3182 0 Td 0.4405 0 Td 0.5052 0 Td 0.20031 0 Td 0.30776 0 Td [<13>18]TJ 0.28712 0 Td )24]TJ [<00>6]TJ [(+)24]TJ 0.31821 0 Td -25.44822 -1 TD [( )24]TJ 0.5133 0 Td [(\()24]TJ 0.79724 0 Td [<11>]TJ 0.5586 0 Td [(\()24]TJ 0.48228 0 Td 0.79428 0 Td 0.50289 0 Td 0.4793 0 Td [( )34]TJ 0.19736 0 Td [<17>39]TJ [(3)32]TJ 0.41317 0 Td [<1D>24]TJ 0.19736 0 Td Retirement Plan Manager provides plan sponsors the tools they need to more effectively manage their retirement plans. 0.29842 0 Td 552.124 759.3265 l [(@)24]TJ 0.2562 0 Td 0.45541 0 Td 0.45053 0 Td [(E)-4]TJ [(")52]TJ )36]TJ 0.52881 0 Td 0.3023 0 Td [<1D>30]TJ [<1A>6]TJ 0.48815 0 Td 0.42441 0 Td 0.30626 0 Td [(\()24]TJ [( )24]TJ 0.40341 0 Td 0.7884 0 Td )-10]TJ 0.19736 0 Td 0.28417 0 Td 0.53881 0 Td [(E)-4]TJ 0.4715 0 Td [(. [(,)-4]TJ 0.1974 0 Td [(E)-4]TJ 0.30776 0 Td 0.4844 0 Td [<1A>44]TJ [<1B>30]TJ [<1E>24]TJ [(+)24]TJ [(-)44]TJ 0.4974 0 Td 0.50684 0 Td 0.5074 0 Td 0.35336 0 Td 0.5123 0 Td 0.5123 0 Td [(+)24]TJ [(F)21]TJ 0.50684 0 Td [<17>30]TJ [(F)31]TJ [(E)-4]TJ 0.4793 0 Td Portfolio composition statistics are subject to change and current holdings may differ. [(. [(-)30]TJ 0.2503 0 Td [(1)24]TJ [(\()24]TJ 0.51328 0 Td [(E)2]TJ [( )24]TJ 0.46484 0 Td [(@)24]TJ [( )24]TJ [(! 0.49011 0 Td [(. 0.4862 0 Td [<1F>29]TJ 0.5152 0 Td [(M)30]TJ /F0 1 Tf 0.30331 0 Td 0.4852 0 Td 0.50817 0 Td [( )32]TJ S [(? [(E)-7]TJ [(M)21]TJ 0.1974 0 Td )29]TJ /OPM 1 0.2798 0 Td 0.3285 0 Td [<16>24]TJ 0.44125 0 Td Important Fee Information. 0.4862 0 Td 0.28418 0 Td 0.28418 0 Td [(. 0.48129 0 Td [(? [(\()24]TJ [(\))33]TJ 0.50781 0 Td [(,)-4]TJ 0.4803 0 Td [(\()24]TJ 0.5643 0 Td 0.48129 0 Td 0.4421 0 Td [(F)21]TJ 0.5064 0 Td [<1B>46]TJ 0.5074 0 Td 0.51328 0 Td [(1)30]TJ )59]TJ 0.3534 0 Td 0.51523 0 Td [<1D>24]TJ [(1)]TJ 0.2783 0 Td [<15>24]TJ [(? [(F)49]TJ 0.4974 0 Td 0.35141 0 Td [(%)30]TJ 0.51328 0 Td [(2)]TJ 0.32846 0 Td [<1B>24]TJ 0.3123 0 Td 0.48913 0 Td [(@)30]TJ 0.32474 0 Td 0.50936 0 Td 0.55741 0 Td Current performance may be higher or lower than the performance data shown. [(@)39]TJ [<1D>-24]TJ 0.19736 0 Td [(E)-4]TJ )59]TJ [(E)-4]TJ [(@)24]TJ [<1C>53]TJ 0.4793 0 Td 0.3534 0 Td [<1B>41]TJ 0.56625 0 Td 0.4993 0 Td 0.28417 0 Td [( )38]TJ 0.51522 0 Td 0.4993 0 Td [<1E>30]TJ [(. 0.5052 0 Td 2.85875 0 Td [(E)-4]TJ [(-)32]TJ 0.4793 0 Td [(%)30]TJ 0.48617 0 Td )46]TJ 0.51035 0 Td [<1B>24]TJ [(+)24]TJ [(\()24]TJ [( )28]TJ 0.4119 0 Td 0.2783 0 Td 0.2125 0 Td [(E)280]TJ [<1B>24]TJ 0.1915 0 Td [<17>]TJ [( )24]TJ [(&)24]TJ f* [(-)24]TJ 2.85876 0 Td 0.4852 0 Td [(*)]TJ [(E)-4]TJ 0.5288 0 Td [(1)21]TJ [(\t)100]TJ New wrap contracts may have less favorable terms or higher costs. )6]TJ [(#)]TJ 0.56625 0 Td )24]TJ 0.2562 0 Td [(E)-4]TJ 0.18851 0 Td 0.28417 0 Td [(1)21]TJ [(-)24]TJ 0.5123 0 Td [(E)-4]TJ 0.51522 0 Td [<17>30]TJ 0.19736 0 Td 0.4852 0 Td 0.3475 0 Td In most market environments, it should provide investors with a higher 0.5074 0 Td Webtion of Trust). 0.6263 0 Td 0.73422 0 Td They invest, directly or indirectly, in high-quality, short- to intermediate-term fixed income investments, and are distinguished from bond funds by maintaining a constant $1 share price net asset value (NAV). 0.2783 0 Td [<10>32]TJ [<07>6]TJ 0.4446 0 Td [<1E>24]TJ [(B)]TJ 1 w [<1A>24]TJ 0.3534 0 Td 0.2562 0 Td [<1E>21]TJ [( )32]TJ 0.48129 0 Td [(@)34]TJ 0.3418 0 Td 0.44347 0 Td 0.19736 0 Td 0.49448 0 Td 0.19736 0 Td 0.86 0.08 0 0 k 0.2783 0 Td [( )34]TJ [(1)34]TJ [(-)24]TJ [(8)-28]TJ 0.5074 0 Td [(J)41]TJ 0.75191 0 Td 0.23486 0 Td [( )30]TJ 0.4862 0 Td )377]TJ [(. [(. [( )24]TJ [(+)]TJ [(. )]TJ [<17>6]TJ [( )34]TJ 0.4803 0 Td 0.28417 0 Td [<1B>41]TJ [(@)10]TJ 0.4434 0 Td [(7)24]TJ [(F)30]TJ [<17>24]TJ 0.29843 0 Td 0.4862 0 Td -20.7075 -1 TD 0.28418 0 Td f [(")34]TJ 0.5123 0 Td [(@)30]TJ [( )24]TJ [<18>24]TJ [<0E>24]TJ 0.51818 0 Td [(L)42]TJ 0.4903 0 Td 0.22095 0 Td [(\()30]TJ [(&)24]TJ [(\()5]TJ [(J)41]TJ 0.4862 0 Td [(E)-4]TJ 0.19736 0 Td 0.50289 0 Td 520.9433 715.3816 l [<0E>24]TJ [(E)-4]TJ 0.40341 0 Td [(E)280]TJ 0.2842 0 Td [(1)24]TJ 0.4862 0 Td 0.49252 0 Td 0.2562 0 Td [(+)21]TJ 0.4852 0 Td )24]TJ 0.4725 0 Td 0.5123 0 Td [(-)24]TJ /F2 1 Tf [<11>36]TJ 0.79037 0 Td [<17>21]TJ [(? 0.41318 0 Td )21]TJ 0.5052 0 Td stream 0.5064 0 Td [( )24]TJ [( )30]TJ 0.35336 0 Td [(F)30]TJ [(F)21]TJ [(\()24]TJ 0.2842 0 Td [(F)24]TJ [(7)24]TJ 0.64795 0 Td %PDF-1.4 0.50131 0 Td 0.5052 0 Td [(E)-4]TJ 0.4862 0 Td 0.19736 0 Td 0.5369 0 Td 0.5133 0 Td [(@)437]TJ 0.48815 0 Td [(. [(+)30]TJ 0.2842 0 Td [(E)-7]TJ [<1B>29]TJ [(&)24]TJ [(F)24]TJ 0.27533 0 Td [<17>24]TJ -1.784 -1.25 TD [(I)30]TJ [(9)]TJ [(%)529]TJ 0.56625 0 Td [(F)30]TJ 0.64205 0 Td [(J)24]TJ [(%)24]TJ 0.4862 0 Td [(I)30]TJ [(H)]TJ 0.72 0 Td 0.19736 0 Td [(? 0.53686 0 Td [(. [( )51]TJ 0.32116 0 Td [(E)-4]TJ 0.28417 0 Td )49]TJ [(1)24]TJ [( )24]TJ f [(&)24]TJ 0.4364 0 Td 0.48912 0 Td [<1D>280]TJ 0.5133 0 Td [(,)-4]TJ 0.5045 0 Td [(I)24]TJ 0.50521 0 Td 0.5123 0 Td [<1B>29]TJ [(1)24]TJ [(&)30]TJ 0.2842 0 Td 0.4703 0 Td 0.4725 0 Td 0.28417 0 Td [(@)24]TJ [(@)29]TJ [(%)24]TJ 0.19736 0 Td 0.47739 0 Td 0.28417 0 Td [(J)47]TJ 0.5052 0 Td [( )39]TJ 0.34912 0 Td [(6)870]TJ [(E)-4]TJ [<17>30]TJ [(. [(3)24]TJ [<05>89]TJ [(F)44]TJ [<1B>35]TJ [(E)2]TJ [( )24]TJ 0.19736 0 Td 0.4974 0 Td 0.4774 0 Td /GS1 gs [(. 0.5133 0 Td 0.28417 0 Td 0.31821 0 Td 0.4852 0 Td 0.20031 0 Td 0.5133 0 Td [(. [( )21]TJ [<18>24]TJ 0.48617 0 Td [(\r)17]TJ [<1E>24]TJ 0.19736 0 Td )]TJ 0.44637 0 Td 0.19736 0 Td [(")44]TJ [( )57]TJ 0.3534 0 Td 0.3995 0 Td 0.8463 0 Td [( )32]TJ 0.19736 0 Td 0.3182 0 Td 556.5532 754.8773 l [( )24]TJ [<0B>30]TJ 0.2783 0 Td 0.37305 0 Td [(\()24]TJ [<13>104]TJ 0.5133 0 Td [(@)34]TJ 0.3285 0 Td 0.55741 0 Td 0.42636 0 Td [(,)-4]TJ [(B)33]TJ [<1E>24]TJ 0.1915 0 Td [<00>6]TJ 0.50976 0 Td )24]TJ [(F)44]TJ [(@)30]TJ 0.50131 0 Td 0.4774 0 Td [(+)24]TJ 0.30776 0 Td 0.2783 0 Td [(&)30]TJ 0.5074 0 Td [<17>39]TJ [(? [(F)]TJ [(\()24]TJ 0.28418 0 Td )49]TJ [(3)30]TJ [(2)]TJ [(K)24]TJ [<17>]TJ 0.1974 0 Td [(. 0.2783 0 Td [<1B>24]TJ 0.4793 0 Td )49]TJ 0.19736 0 Td [(J)41]TJ 0.30776 0 Td 0.51525 0 Td 0.31821 0 Td [(+)24]TJ 0.4684 0 Td [(9)32]TJ [<1E>24]TJ 0.47641 0 Td 0.51522 0 Td 0.48228 0 Td 0.48618 0 Td 0.4862 0 Td [(1)24]TJ [( )24]TJ 0.2562 0 Td [<17>24]TJ [(E)-4]TJ [(? 0.5052 0 Td [( )24]TJ [(. [(C)590]TJ )49]TJ 0.43637 0 Td 0.48618 0 Td [(\()24]TJ <00>Tj 0.5152 0 Td 0.2842 0 Td [( )24]TJ Termination of a wrap contract could result in loss of book value coverage. [(E)-4]TJ [(")46]TJ [(E)-4]TJ [(! 0.2842 0 Td [(E)-7]TJ [(? 0.4923 0 Td 0.55741 0 Td 0.4705 0 Td [( )21]TJ [( )32]TJ [<10>32]TJ An issuer may be unable to meet interest and/or principal payments, thereby causing its instruments to decrease in value and lowering the issuers credit rating. [<1F>24]TJ 0.44125 0 Td 0.19736 0 Td 576.5541 739.2855 l 0.40928 0 Td 0.50879 0 Td [(:)24]TJ 0.5064 0 Td [(\()21]TJ [(\()24]TJ Stable Value Investment Association , two-thirds of 401(k) plans offer a stable value fund as an option, and about 25% of the approximately $1 trillion in 401(k) plans is in stable value. [(\()24]TJ [(C)33]TJ 0.1915 0 Td [(@)34]TJ 0.28712 0 Td 0.2842 0 Td A stable value fund is a low-risk investment (like a money market fund) that delivers higher yields (like a bond fund). [(+)24]TJ 0.35141 0 Td [(\()24]TJ [<1B>46]TJ