SBAuer Documentsmorgangillard2024-04-23T12:55:12+00:00 Documents Literature, Applications, Forms Fund Information Annual Report (November 30, 2023)Semi-Annual Report (May 31, 2023)Prospectus (March 29, 2024)SAI (March 29, 2024)8/31/2023 Schedule of Investments2/28/2023 Schedule of Investments General Applications, Forms, Disclosures General ApplicationAutomatic Investment Program (AIP-SWP) FormDirect Rollover Request FormNon-Retirement Account Transfer FormCost Basis Election FormGift Transfer FormPatriot Act SupplementTransfer on Death (TOD) FormTrust Certificate Form Health (HSA) & Education (ESA) Savings and Disclosures Coverdell / Education Savings / Health Savings Custodial Account DisclosureEducational Savings Account (ESA) ApplicationEducational Savings Account (ESA) Distribution FormEducational Savings Account (ESA) Change of DesignationHealth Savings (HSA) ApplicationHealth Savings (HSA) Custodial Account DisclosureHealth Savings (HSA) Change of Beneficiary FormHealth Savings (HSA) Direct Rollover / Transfer FormHealth Savings (HSA) Distribution Form Retirement Applications and Disclosures IRA Change of Beneficiary FormIRA Distribution FormIRA Transfer FormRoth IRA Application FormSimple IRA Application FormSimple Individual Retirement Custodial Account DisclosureTraditional / SEP IRA ApplicationTraditional / SEP IRA Custodial Account DisclosureRoth IRA Custodial Account Disclosure
