| YOUR RETIREMENT RESOURCE American Funds Distributors, Inc.
74688401 15 Jun 1995 | on 24 Apr 2020 | mutual fund investment services,mutual fund investment services Class 036 Class 036 Insurance & Financial Services "RETIREMENT RESOURCE" | | | INTERMEDIATE BOND FUND OF AMERICA INTERMEDIATE BOND FUND OF AMERICA
74709203 01 Aug 1995 | on 24 Apr 2020 | mutual fund investment services,mutual fund investment services Class 036 Class 036 Insurance & Financial Services mutual fund investment services | | | INCOME FOUNDATION American Funds Distributors, Inc.
85497589 16 Dec 2011 | on 31 Jan 2020 | Financial services, namely, financial analysis, evaluation and consult... Class 036 Class 036 Insurance & Financial Services Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith | | | CONSERVATIVE EQUITY FOUNDATION American Funds Distributors, Inc.
85494502 13 Dec 2011 | on 25 Oct 2019 | Financial services, namely, financial analysis, evaluation and consult... Class 036 Class 036 Insurance & Financial Services Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith | | | FUNDSLINK American Funds Distributors, Inc.
75050135 29 Jan 1996 | on 26 Jul 2019 | mutual fund investment services,mutual fund investment services Class 036 Class 036 Insurance & Financial Services mutual fund investment services | | | FOR YOUR LONG-TERM SUCCESS The Capital Group Companies, Inc.
85495712 14 Dec 2011 | on 14 Jun 2019 | Financial services, namely, financial analysis, evaluation and consult... Class 036 Class 036 Insurance & Financial Services Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith | | | AMERICAN FUNDS PORTFOLIO RESOURCES American Funds Distributors, Inc.
85495488 14 Dec 2011 | on 29 Mar 2019 | Financial services, namely, financial analysis, evaluation and consult... Class 036 Class 036 Insurance & Financial Services as to "AMERICAN FUNDS" | | | THE TAX-EXEMPT FUND OF VIRGINIA Trustees, The American Funds Tax-ExemptSeries I
85309607 02 May 2011 | on 01 Feb 2019 | Financial services, namely, financial analysis, evaluation and consult... Class 036 Class 036 Insurance & Financial Services "THE TAX-EXEMPT FUND" | | | THE TAX-EXEMPT FUND OF MARYLAND Trustees, The American Funds Tax-ExemptSeries I
85309588 02 May 2011 | on 01 Feb 2019 | Financial services, namely, financial analysis, evaluation and consult... Class 036 Class 036 Insurance & Financial Services Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith | | | MULTIPLE PORTFOLIO COUNSELOR SYSTEM Capital Research and Management Company
85244189 16 Feb 2011 | on 10 Aug 2018 | Financial services, namely, financial analysis, evaluation and consult... Class 036 Class 036 Insurance & Financial Services Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith | | 
