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SAN DIEGO IMPERIAL SWIM MEETING MINUTES

Mission San Diego-Imperial Swimming prepares athletes for life-long success through competitive swimming

Vision San Diego Imperial Swimming is F.I.R.S.T. Fun, Integrity, Respect, Service, Team

Fun is First!

Date: 01/22/2018 Location: Fillippi’s Scripps Ranch

Time: 7:45 PM Meeting Type: Board of Directors

Chairperson: Kevin Lee Secretary: Rich Cosgrove MINUTES

0BAgenda Items 1BTime 1 Call to Order 7:45

2 Welcome – Introduction • Ezra Aguimatang (SBA)

3 Approval of Previous Meeting Minutes • M/S/A without any corrections

4 Consent Agenda • Comments:

o Question regarding C meets specified as being held on Saturday or Sunday – Host may select which day to run the meet.

o Items requested to be pulled for further discussion: June Splash and Dash meet and format changes for of the

other June meets. National Travel Assistance Report.

• Approval of Consent Agenda – M/S/A

5 Discussion Topics from Consent Agenda a. Collection of signed Conflict of Interest Agreements:

• Distributed to BOD members for review and signature.

b. Western Zone workshop - GC, D&I, SafeSport, Official - who to send? • Cal Gabriel (official), Sean Redmond (Safe Sport), Mary Redmond (D&I)

c. Amended EAP • If the head coach of the host team for a meet will not be present at a

team’s hosted meet, they may designate a main point of contact for incident response.

• M/S/A as submitted with updates.

d. Is it reasonable to assume flying to Fresno, Santa Clara? If driving, it is an extra night or two at hotel so price is about the same if no more. What is threshold for flying or driving?

• Proposal for reimbursement guidelines - When driving, extra lodging nights (one on each end of trip) be included for extra travel days versus flying which could be faster and not require extra travel days.

• When should assistance budget for driving versus flying – In the past the threshold was six hours of driving max limit before flying.

• Goal is to develop transparent guidelines for determining the assistance funding amounts based on the level of the national meet and meet location.

• Determination for assistance funding levels for March 2018 Sectionals

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meet in Carlsbad: • Motion: IVDA swimmers assistance of $150.00, with half share for

relay only swimmers – M/S/A • Motion: No assistance for remaining local swimmers in San Diego

– M/S/A e. Teams that Take a Van can request an extra $50-$100 Per Day? Encourages

Team Travel? This assistance may also be wrapped into the fact that teams that can take vans can also share rooms?

• The intent is to promote a team travel experience. • The National Travel Assistance proposal in the consent agenda has

covered this issue.

f. Are we assisting with Senior Zones? Cuts are very soft in some events and encompass a lot of swimmers. They are not considered a star level meet. Lesser percentage?

• This is currently defined in the SI Policy and Procedures document.

g. Only Assist for one of the above meets? Juniors is before Senior Zones and Futures. I assume you can’t get both Juniors and one of these. If you get Junior Cuts at Sectionals you can get both Sectionals and Junior Nationals?

• This is currently defined in the SI Policy and Procedures document.

h. Assist for Open Water in addition to pool meets separately? • Motion: Allow National Travel Assistance for one open water national

championship in addition to either one Jr or Sr. national championship (pool) meet per year. - M/S/A

i. Should Swimmers that have 1-2 Years in SI still get additional bumps for swimming cuts in SI meets and IMX score?.

• The three year policy is intended for the full support of swimmers who have participated/competed/represented SI Swimming over a period of time.

• The bonuses for achieving an IMX score and swimming a significant time cut at local meets is to encourage more well-rounded swimming and a higher level of completion at SI meets.

• Any change to the policy of awarding a 1/3 share to swimmers with one year in SI, and a 2/3 share to swimmers with two years in SI would have to be proposed as a change to the SI Policies and Procedures. This process is required to be done at a House of Delegates Meeting.

j. Support formulation of a cohesive San Diego Open Water expansion to our LSC? • A number of coaches has expressed a desire to expand the participation of

SI swimmers in open water events. • Proposed developing a clearing house of information at the LSC level as a

resource for swimmers. • Proposed to have consolidated events (training sessions, clinic, etc.) and

support for swimmers at the LSC level for teams that are too small to conduct their own open water programs.

• The LSC currently has a vacancy for the Open Water Chair. Emmett Walling (CSA) is interested.

• Dan Peck (PS) will explore the formation of an open water program for SI Swimming.

k. Upgrade Dan Peck’s Zoom account? • Withdrawn

l. Do we want to try to come up with prize money and lure in some of Team Elite, Club Trojan or Other post grads?

• For the 19 & over finals at the new June Splash and Dash meet, does the LSC want to have a pro division with prize money to attract elite level competition to the meet?

• A prize money pool for the meet is projected to cost $900.00. • Meet fees would help to cover this cost. If additional funding is expected to

be needed, sponsors could be solicited for the meet.

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• Meet organizers are looking into bringing in a professional announcer. 6 Additions to Agenda

• Proposed June Splash and Dash Meet Fees: o Motion from committee: Fee structure for the June Splash and

Dash meet is: $10 splash fee, $15 surcharge. - Motion was approved.

o Motion from committee: Meet reservation, non-refundable fee of $25 per swimmer that would be applied to the meet entry fee for each specified swimmer. - Motion was approved.

• Additional information on June Splash and Dash meet: o A hotel chain has contacted the meet organizers. They can provide

blocks of rooms at several properties and SI Swimming would get a portion of the fees from reservations made through the block. This could be expanded in the future for other SI destination meets (WAGs and Sr. Classic).

o Format changes were made by the Program Committee to the other two June, 2018 SI meets to accommodate swimmers who do not qualify for the Splash and Dash meet.

• National Travel Assistance Report: o Winter Junior National Championships: 32 swimmers from SI

competed in individual events, 11 relay only swimmers, and eight SI teams represented. This was possibly the best ever representation for SI Swimming.

o One swimmer competed at the Can Am meet. o Please see attached report for assistance distributions.

• Safety issue raised with swimmers diving into lanes during general warm up at championship meets.

o Discussion on possible solutions/ways to deal with the issue. o AZ LSC has instituted a sit and slide, three point entry policy for

warm ups. o Should consequences be enacted for this safety issue? o This is partially an education issue that coaches can and should

address. o Additionally, meet marshals need to be vigilant with enforcing deck

safety rules. • Sean Redmond is taking over the management of meet formats from Dean

Bailey. • Host teams are reminded that it is their responsibility to review and ensure

that all of the information on a meet format is correct before it is published. • Athlete Representatives Report:

o Request for contact information of all of the athletes who were present at the last House of Delegates meeting for the formation of an Athletes Committee.

o This pool of athletes can also be used to fill athlete representative vacancies on various SI committees.

o Any athlete who is interested in participating should contact one of the athlete representatives on the SI Board of Directors.

• Treasure Report: o Please see the attached financial report. o A task force has been formed to address issues with fund transfers

between SI Swimming and the All Sports office. o A meeting will be held to review the procedures for business

interactions with the All Sports office.

7 Adjournment 9:00 NEXT MEETING

March 19, 7:45PM, Fillippi’s Scripps Ranch

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OTHER NOTES OR INFORMATION

Call in info: (641) 715-3580 access code: 126668 Online: http://join.freeconferencecall.com/kevindlee

Richard Cosgrove 2/22/2018 ____________________________ ______________________ Recorded By: Date:

General Chair Report - Kevin Lee

Athlete Report - Maria Davila, Senior Athlete representative Treasurer’s Report - John McGlynn Finance Committee Report - Kevin Lee Membership Report - Deanna Rupp

Administrative Vice Chair - Sally Taggart Safe Sport Report - Sean Redmond Officials Committee Report - Cal Gabriel / Debbie Baldwin Equipment Report - Carlos Davila Operational Risk Report - Kate Thornton

Age Group Vice Chair - Kristyn Evans Diversity Committee Report - Krissy Payton Adaptive Swimming - Mike Demarco

Technical Planning Vice Chair - Pete Murphy Program Committee Report - Tom Paradowski

Senior Vice Chair - Dan Peck Championship Committee - Mary Redmond

Coach Representative - Greg Spire

SI BOD Meeting - July 18, 2016

General Chair Report - Kevin Lee ● Conflict of Interest forms

○ All board members need to annually sign the Conflict of Interest agreement form

○ I will bring copies for each board member to sign at the meeting

● Western Zone Workshop - April 27-19 in Denver Colorado

○ General Chairs, D&I Chairs, Safe Sport Chairs, selected Officials are invited

○ I’m planning on attending

○ I’d like to send Cal Gabriel as our Official representative

○ Should we send our D&I and Safe Sport Chairs?

● The nominating committee is short one member since Lynn Fazen has moved to North

Carolina. I have selected Sammy Hail, SBA admin official, with the board’s consent to

join the nominating committee.

○ The athlete member, Martine Abouchakbi, will be attending college in the fall

■ We are checking with her if she can fulfill her role, otherwise we will find

an athlete replacement

○ With the changes voted in at the past HOD meeting, the nominating committee

will be elected each year, so this will no longer be an issue

○ The current nominating committee :

■ Dan Peck - PS Coach

■ Tim Marsh - PAC Official

■ Kate Thornton - Operational Risk Chair ■ Sammy Hail - SBA Admin Official ■ Martine Abouchakbi PS Athlete

Athlete Report - Maria Davila, Senior Athlete representative ● Athletes Executive Committee (AEC): Since the election of our newest athlete reps,

Elisabeth Lundgren and Juli Arzave, at the November HoD meeting, we have generated enough interest to where we now have enough people for a formal Athletes’ Committee.

A. AEC Manual: I have drafted an 18 page manual for an LSC AEC (available here: https://drive.google.com/file/d/1no3Upfm72c4Gfjq0i4BFadV5PM350dYI/view?usp=sharing) with regards as to how it should be structured, guidelines, etc. The goal would be to use those athletes who ran for reps but were not selected and appoint them to fill the various committee roles I have deemed pivotal for the AEC to initially get this up and running. For the overseeing positions, though meant to be elected spots with the athletes’ committee’s votes, I believe the best course of action to get this going immediately would be to have the positions be appointed based on experience, and later move into the intended election format.

B. If possible, I need the list of those athletes who ran for reps along with their emails so I can add them to the Athlete Committee Google Group.

● Athlete Leadership Camp: Erin Taggart (Senior Rep) will be representing the athletes at the USA Swimming camp in April.

Treasurer’s Report - John McGlynn No Report

Finance Committee Report - Kevin Lee ● Contacting different entities for generating a compilation report

○ Stil have not decided on which entity to go with ○ Plan to get compilation report and review with the Finance Committee

● See attached Schwab statement for investment account

Membership Report - Deanna Rupp

January 2018 January 2017

Athlete 3793 3203

Athlete Season 1 517

Athlete Outreach 215 185

Athlete Total 4525 3388

Individual 301 227

Life 4 4

Non-Athlete Total 305 231

Club 28 24

Organization

Club Total 28 24

Administrative Vice Chair - Sally Taggart Education:

Coaches clinic with Dave Marsh scheduled for February 3rd. $10 donation to Don Watkinds

fund being requested for each coach attending.

Received grant from USA swimming for coach mentorship with Team Elite Aquatics and David

Marsh. In process of seeing what coaches are interested. Depending on level of interest (we

have room for six coaches), we will need to have an athlete rep work with Dan, Kristyn, and

Sally for selection. Plan to announce receipents to BOD no later than February 3rd. Note: will

ask at meeting which one can help us.

Coach (Kristyn Evans) and Athlete (Erin Taggart) have been selected for leadership summit in

Houston from April 20 - 22. In process of determining if second athlete can attend.

Want to kick off task force to review improved way of managing registration, registration

payments, and general office procedures. Goal will be to have more consistent practices with

other LSC across the US and look to remove overhead of having an actual office. John and Sally

will serve on task force and we are looking for 1 -2 other members to help. Would like to have

Deanna serve as resource for task force. Goal is to have task force report back @ May meeting

so there is time to implement recommendations in advance of 2018 - 2019 swim season.

Safe Sport Report - Sean Redmond

At this time the Safe Sport Committee will consist of Elisabeth Lundgren, Cathy Elgas and an official will

be named shortly.

At this time I have been playing phone tag with USA Swimming Safe Sport to get a briefing on what is

expected of me and of the LSC.

There are no other items at this time.

Officials Committee Report - Cal Gabriel / Debbie Baldwin No Report

Equipment Report - Carlos Davila I. Meets:

We have had 5 meets since the last board meeting. In general the timing system is working fine.

II. Very successful WAG from an equipment perspective. Everything worked fine.

III. SI will be using own timing system equipment and operators for upcoming Sectionals meet.

IV. I’ve working on the maintenance of the canopies we got an extra 10x10 one that we were short

Operational Risk Report - Kate Thornton Proposed Emergency Action Plan with Amended Text by Brian Davis

Age Group Vice Chair - Kristyn Evans Submitted by Sean P. Redmond

1. Western Zone –No report at this time

2. Age Group Meet Evaluation –

a. The Winter Age Group Meet went off with great success. It was the largest

championship meet with well over 900 swimmers, which worried the staff at Coronado.

The championship committee, the staff, officials and all the volunteers pulled it together

and made it work.

3. All-Star meet –

● Zones – the 2018 meet will be back in Roseville. The planning will start very soon for making

reservations for the hotels.

4. Adaptive Swimming -

5. Camps and Clinics –

a. SI will be hosting the Diversity and Inclusion Camp and Summit at SDSU June 14-17,

2018. Krissy Payton is the camp director. SDSU has come out with their pricing and

Krissy is working with them at this time.

Diversity Committee Report - Krissy Payton ● Working on the WZ D&I Camp in June. We will need to pay the 25% deposit in couple of weeks.

$8000-10000. Money from USA Swimming and WZ comes in later. We will get LSC’s money beginning in April.

● We have 1 swimmer attending the Black History Month Meet in February. ● Don Watkinds Swim Scholarship Committee is meeting on Friday, January 19th to review the entries

and select winners.

Adaptive Swimming - Mike Demarco No report

Technical Planning Vice Chair - Pete Murphy

Program Committee Report - Tom Paradowski The Program Committee has revised 3 of the formats which Mary can send in electronic form including the new "Splash and Dash" meet. The Program committee is recommending special fees for this event I believe it is a $15 surcharge and $10 per event with a max of 6 events entered per Swimmer. Next Program Committee meeting Tuesday, February 6. 8:00 pm at Filippi's Kearny Mesa.

SAN DIEGO – IMPERIAL SWIMMING PROPOSED SUMMER 2018 SWIM MEET SCHEDULE

MAR 17-18 MAR 24-25 A/B/C ALL AGES IVDA MAR 31 – APR 1 EASTER APR 7-8 C ALL AGES (1 DAY) CSA APR 14-15 APR 20-22 A/B ALL AGES SBA APR 28-29 C ALL AGES NCA MAY 5-6 MAY 12-13 12 – CIF FINALS MAY 18-20 A/B ALL AGES (2 SITES) MRA / NCA MAY 26-27 28 – MEMORIAL DAY JUN 2-3 NATIONAL “A” MAX CAST JUN 9-10 JUN 15-18 11/OVER “SPLASH & DASH” “A” LSC JUN 23-24 C ALL AGES FAST JUN 30 - JUL 1 JUL 6-8 A/B ALL AGES (2 SITES) MRA / SBA** JUL 14-15 14-CAL STATE GAMES JUL 21-22 C ALL AGES 19-22 – SECTIONALS-SANTA CLARITA JUL 26-29 JR. OLYMPICS CORONADO

25-29 - SR. NAT'LS-IRVINE 31-4 - JR. NAT'LS-IRVINE 2-5 - FUTURES-SANTA

CLARA

2-5 - SR. ZONES AUG 4-5

8-11 – A.G ZONES - ROSEVILLE AUG 11-12 JO MAX – NORTH / SOUTH ICAC / SBA

**Conditional award ie 30 days to work out facility approval

Senior Vice Chair - Dan Peck 1) Travel Assistance for End of 2017 – Dave Kilmer will complete this process as he was the

outgoing Senior Chair for these meets. I have confirmed with him that he will attend to those.

2) Upcoming Travel Assistance Meets

Spring Sectionals – Last Year $150 – Seemed like an unnecessarily large budget item for a local meet. Rational was that some teams would like to get away from standard routine, stay in a hotel etc…

Are hotels for a local meet an expectation or an optional luxury and should the SI assist? Hotels are about $160 Average in the area for 3 nights. That is a total of $480. No Car Rental or Flight Factored for this meet.

Proposed Ideas for 2018 Sectionals

1) No Travel Assistance for Local Teams that travel an hour or less to the meet. 2) $25 for All SI Swimmers – proposed by Dave at November HOD 3) $150 for IVDA Swimmers - proposed by Dave at November HOD

That reflects roughly a 30% Assistance for Swimmers expected to be required to have a hotel to effectively attend the meet.

Disability Spring Meet? – Do we have anyone replacing Don in this arena? What active swimmers do we have at Travel Assistance Meets currently?

$700 Proposed by Dave at November HOD for a Spring Meet?

Summer Travel Assistance – Can be finalized in March if we need more time to deliberate. Sectionals – Santa Clarita – Proposed 30% of Estimated Costs of: Hotel, + 20 Gallons of Gas

Total Estimate - $720 = $216 @ 30% - $215 Proposed Used $165 Per Night for 4 Nights, $60 Gas

Futures – Santa Clara - Proposed 50% of Estimated Costs of: Hotel, Flight and 50% of Car Rental Total Estimate - $980 = $490 @ 50% - $500 Proposed

Used $185 Per Night for 4 Nights, $150 Flight, $180 Car Rental

Senior Zones – Clovis - Proposed 30% of Estimated Costs of: Hotel, Flight and 50% of Car Rental Total Estimate - $940 = $282 @ 30% - $280 Proposed Used $165 Per Night for 4 Nights, $190 Flight, $180 Car Rental

Discussion Question: Is it reasonable to assume flying to Fresno, Santa Clara? If driving, it is an extra night or two at hotel so price is about the same if no more. What is threshold for flying or driving? Discussion Question: Teams that Take a Van can request an extra $50-$100 Per Day? Encourages Team Travel? This assistance may also be wrapped into the fact that teams that can take vans can also share rooms? Discussion Question: Are we assisting with Senior Zones? Cuts are very soft in some events and encompass a lot of swimmers. They are not considered a star level meet. Lesser percentage?

Discussion Question: Only Assist for one of the above meets? Juniors is before Senior Zones and Futures. I assume you can’t get both Juniors and one of these. If you get Junior Cuts at Sectionals you can get both Sectionals and Junior Nationals?

Senior Nationals – Irvine – Proposed 70% of Estimated Costs of: Hotel

Special Application Addendum needed to confirm swimmers swam on multiple days. Coaches must submit an event swum each day to receive assistance. This would include individual, relays and time trials. Hotels Average $170 night = $119 Per Day @ 60% - Proposed $120 Per Day Swam

Junior Nationals – Irvine – Proposed 60% of Estimated Costs of: Hotel + 10 Gallons of Gas

Special Application Addendum needed to confirm swimmers swam on multiple days. Coaches must submit an event swum each day to receive assistance. This would include individual, relays and time trials. Hotels Average $170 night = $102 Per Day @ 60% Proposed $100 Per Day Swam

Disability Jrs– Fort Wayne , IN - Proposed 60% of Estimated Costs of: Hotel, Flight and 50% of Car Rental

Total Estimate - $1025 = $615 @ 60% - $615 Proposed Used $100 Per Night for 4 Nights, $500 Flight, $250 Car Rental

Open Water National /Juniors – Tempe AZ - Proposed 60% of Estimated Costs of: Hotel, Flight and 50% of Car Rental

Total Estimate - $605= $363 @ 60% - $360 Proposed Used $100 Per Night for 3 Nights, $215 Flight, $180 Car Rental

Discussion Question: Assist for Open Water in addition to pool meets separately? All Other Items for National Travel Maintained Assistance for only 1 meet in the summer except Sectionals and Juniors/Seniors if they achieve their cut at Sectionals. Relays Swimmers are 50% of Full Share Additional Coaches can be submitted for every 6 swimmers and must attend. 25% Additional for Junior Nationals or Higher Meet when cut or faster swam in an SI Meet 10% Additional for SI IMX Program Qualification Swimmers with 1 Year Registered in SI get 33%, 2 Years Registered get 66%, 3years + get Full Discussion Question: Should Swimmers that have 1-2 Years in SI still get additional bumps for swimming cuts in SI meets and IMX score? Seems like limiting them is not the purpose of those items. The purpose is to foster faster swimmers at local meets regardless of how many years they have been registered.

3) Open Water Development in San Diego Discussion with Emmet and Joe at Juniors as well as others about expanding Open Water Opportunities for interested San Diego athletes. Goals: 1) Provide a strong resource for information locally on how to get involved and the progression levels

and opportunities that are offered. 2) Allow swimmers from teams that are not able to create an open water component to their program

to tap into an LSC generated team/community 3) Provide instruction and information on competitive open water swimming specific to that arena. 4) Provide a community source of training, and social interactions for swimmers interested.

The end goal would be to send an LSC team with an Open Water Coach to certain events with the final goal of building a national and junior national team in San Diego. Junior Nationals / Nationals are in Tempe in first weekend in May so I want to move on this soon so some of the athletes already engaged can have some of this in place already. I have a plan of organization already formulated and an action plan to begin. I should have more structure and ideas of what exact support I would need from the LSC at March Meeting. Immediately I would like to start organizing the structure including setting up possible organizers and coaches. As the main USA events are in early may I would also want to start advertising informational meetings and even holding preliminary interest and discussion meetings with athletes before then as well. The only thing I need right now is a thumbs up that the LSC would like to support this formulation of a cohesive San Diego Open Water expansion to our LSC.

4) Athlete Representative Liaison Based on the By-Laws it says I am the Liaison to the athlete representatives. I would like to provide opportunities to get the elected athletes representatives as well as non-elected athlete representatives to meet in regular meetings to brain-storm, make suggestions and give their thoughts on issues. These meetings could be held with online conferencing for convenience. Goals:

1) Get information and issues from all clubs and areas to the Athlete Representatives to discuss at the board meetings.

2) Implement and task action items that have been discussed either at the BOD meetings or in previous meetings.

3) Provide a way for athletes besides the elected representatives a chance to get involved. 4) Provide an easy way for committees to ask and fill the athlete representative requirements.

5) December Senior Meets Report

WAGS – I did not attend. Coaches Association did not meet to discuss yet. – Thoughts from room? Sectionals – Yuiciapa – Very Small Meet – They moved finals to start earlier to keep warm as prelims were over fast. 1 SI Swimmer attended. Senior Nationals – No Report – I don’t think anyone attended from SI Junior Nationals – Iowa – Well run meet. Very large, but timeline was good. Warm Up/Down Situation was bad. Lots of discussion about lowering meet totals again. Both meets were 1100 Athletes. RSD boys won the 200 Free Relay and placed pretty high overall for boys. SI records were set.

6) Splash and Dash Championships Committee? met last week. Dave, Pete, Sean, Mary and discussed format finalization. Now it is a matter of executing the format properly. It is all logistics now and we can move forward. The biggest creative side of this meet to still discuss is trying to get faster college/pro swimmers to attend and how to make it an attraction or wait until next year to go for that. Discussion Item: Do we want to try to come up with prize money and lure in some of Team Elite, Club Trojan or Other post grads? We can offset the prize money with sponsorships, admission to finals, increased splash fee, or even LSC assistance. I am assuming anywhere from $7-9000 would be required but that is a guess and not sure what lures big name sprinters to meets. More research needed. This is based on $100 for a Top 8 Win, $200 for Top4 Win and $300 for Overall Win. Winner would take $600 Total for winning in all 3 rounds. May be worth it especially if they are local or can drive here. Goal would be 8 Boys and 8 Girls in each event.

Championship Committee - Mary Redmond

Coach Representative - Greg Spire No Report

1/17/2018 Positions for SI Swimming XXXX-7019

https://client.schwab.com/Areas/Accounts/Positions/PositionsPrint.aspx?domain=client.schwab.com&ls=N 1/2

Accounts >Positions : for XXXX-7019 as of 01/17/18 11:59 AM

Account Value

$406,423.16Cash & Cash Invest.

$14,661.29Market Value

$391,761.87Day Change Cost Basis

$329,621.52Gain/Loss

+$62,140.35 (18.85%)

Group By:

Symbol

Name Quantity PricePrice Change

Market ValueDay Change

Cost BasisGain/Loss

Rating Reinvest?

ETFs & Closed End Funds

VEA VANGUARD FTSEDEVELOPED...

1,526 $46.9099+$0.1599

+0.34% $71,584.51+$244.01

+0.34% $56,059.03+$15,525.48

+27.69% -- No

VWO VANGUARD FTSEEMERGING...

393 $48.8199+$0.5899

+1.22% $19,186.22+$231.83

+1.22% $13,192.53+$5,993.69

+45.43% -- No

VUG VANGUARD GROWTHETF

458 $147.56+$0.63 +0.43% $67,582.48

+$288.54 +0.43% $49,398.30

+$18,184.18 +36.81% -- No

BIV VANGUARDINTERMEDIATE...

230 $83.147-$0.123 -0.15% $19,123.81

-$28.29 -0.15% $19,753.76

-$629.95 -3.19% -- No

BLV VANGUARD LONG TERMBOND ETF

177 $94.23-$0.11 -0.12% $16,678.71

-$19.47 -0.12% $16,494.73

+$183.98 +1.12% -- No

VMBS VANGUARD MORTGAGEBACKED...

308 $52.201-$0.059

-0.11% $16,077.91-$18.17

-0.11% $16,464.84-$386.93

-2.35% -- No

BSV VANGUARD SHORT-TERM BOND...

493 $78.8899-$0.0701

-0.09% $38,892.72-$34.56 -0.09% $39,604.79

-$712.07 -1.8% -- No

VB VANGUARD SMALL CAPETF

144 $151.8509+$0.7609

+0.5% $21,866.53+$109.57

+0.5% $16,496.37+$5,370.16

+32.55% -- No

BNDX VANGUARD TOTAL...

724 $54.2341 -$0.0059 -0.01%

$39,265.49 -$4.27 -0.01%

$39,562.59 -$297.10 -0.75%

-- No

VTV VANGUARD VALUE ETF

585 $110.37 +$0.67 +0.61%

$64,566.45 +$391.95 +0.61%

$49,448.70 +$15,117.75 +30.57%

-- No

VSS VGRD FTSE ALL WRLDEX US...

137 $123.628+$0.598 +0.49% $16,937.04

+$81.93 +0.49% $13,145.88

+$3,791.16 +28.84% -- No

ETFs & Closed EndFunds Total $391,761.87 +$1,243.07

+0.32% $329,621.52 +$62,140.35 +18.85%

Cash & Money Market

Cash & Money Market $14,661.29 +$0.00 0%

-- -- -- --

Cash & Money MarketTotal $14,661.29 +$0.00

0% N/A N/A

Account Total $406,423.16 +$1,243.07 +0.31% $329,621.52 +$62,140.35

+18.85%

Prices and Market Values are real-time and based on NASDAQ Last Sale or a consolidated market quote unless otherwise indicated.

Quotes from the Toronto Stock Exchange and TSX Venture Exchange are delayed for professional users Non-professional users may see a mix of real time and delayed quotes

1

+$1,243.07 (0.31%)

3

Security Type

Full %

2

%

3

% 4

6

Short $ $ $