Current Transfer Restrictions

Investment # of Transfers Allowed Time Period Threshold
American Funds Washington Mutual Investors R6 1 30-day
DFA U.S. Targeted Value Portfolio Instl 1 30-day
LifeFund: Heritage 1 30-day
LifeFund: 1940-1944 1 30-day
LifeFund: 1945-1949 1 30-day
LifeFund: 1950-1954 1 30-day
LifeFund: 1955-1959 1 30-day
LifeFund: 1960-1964 1 30-day
LifeFund: 1965-1969 1 30-day
LifeFund: 1970-1974 1 30-day
LifeFund: 1975+ 1 30-day
MFS International Value Fund R3 2 calendar qtr $15,000
T. Rowe Price Blue Chip Growth Fund 1 30-day
Vanguard Emerging Mkts Stock Index Instl 1 30-day
Vanguard Explorer Admiral Fund 1 30-day
Vanguard Extended Mkt Index Instl Fund 1 30-day
Vanguard Institutional Index Fund Instl 1 30-day
Vanguard REIT Index Instl Fund 1 30-day
Vanguard Total Bond Mkt Index Instl Fund 1 30-day
Vanguard Total Intl Stock Index Fund Instl 1 30-day