Vanguard

Stock Commission: $0.00
Minimum to open an account: $0.00
Offers dividend reinvestment fractional share purchases: Yes
Automated Investing Fee: 0.25%
Automated Investing Minimum: $100.00
Offers IPO Access to Retail Investors: No
Margin Interest Rate: 13.75%
Uninvested cash earns: 4.73% APY
Uninvested cash ticker: VMFXX
Account Transfer or Closeout Fee: $100.00

Effective July 1, 2024, a $100 fee may be charged for account closure or transfer of account assets to another firm. The fee will not be assessed for clients who hold at least $5 million in qualifying Vanguard assets.

Managed Investments

Investment	Expense Ratio	Ticker	Minimum	Type	Category
Vanguard S&P 500	0.03%	VOO	$1.00	ETF	IndexLargeCap
Vanguard Total Stock Market	0.03%	VTI	$1.00	ETF	IndexLargeCap
Vanguard 500 Index Fund Admiral Shares	0.04%	VFIAX	$3,000.00	Mutual Fund	IndexLargeCap
Vanugard Total Stock Market Index Fund Admiral Shares	0.04%	VTSAX	$3,000.00	Mutual Fund	IndexLargeCap
Vanguard 0-3 Month Treasury Bill	0.07%	VBIL	$0	ETF	IndexUSTreasuryBond
Vanguard Ultra-Short Treasury	0.07%	VGUS	$0	ETF	IndexUSTreasuryBond

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