Key Investor Information Documents (KIIDs) and Fund Fact Sheets

USD Portfolio (UK Residents only)

The following Key Investor Information Documents (KIIDs) are for products recommended to clients of Tanager Wealth Management who are UK resident and US taxpayers. The latest KIIDs are from Q2 2020.

Vanguard Total Bond Market Index Fund

Vanguard Total International Bond ETF

VanEck Vectors JP Morgan EM Local Currency Bond

First Trust Dev Mkts Ex-US AlphaDEX® ETF

First Trust DevMkts exUS SC AlphaDEX®ETF

First Trust Emerging Mrkts AlphaDEX® ETF

First Trust Emerging Mkts Lcl Ccy Bd ETF

First Trust Europe AlphaDEX® ETF

First Trust Cloud Computing ETF

First Trust AsiaPac ex-Jpn AlphaDEX® ETF

First Trust Preferred Sec & Inc ETF

First Trust Senior Loan Fund

First Trust Enhanced Short Maturity

First Trust Small Cap Core AlphaDEX® ETF

VanEck Vectors International High Yield Bond

First Trust Low Duration Opportunities

VanEck Vectors Preferred Secs ex Finls

Vanguard Small-Cap Index Fund

Vanguard Developed Markets Index Fund

Vanguard Mortgage-Backed Secs Idx Fund

Vanguard Global ex-US Real Estate Index Fd

Vanguard FTSE All-Wld ex-US ETF

Vanguard S&P 500 ETF

Vanguard FTSE Pacific ETF

Vanguard FTSE Europe ETF

Vanguard FTSE All-World ex-US Small-Cap Index

Vanguard Total World Stock ETF

Vanguard Russell 3000 ETF

Vanguard Total Stock Market Index Fund

Vanguard Total International Stock ETF

Vanguard FTSE Emerging Markets ETF

Vanguard Extended Market ETF

Vanguard Short-Term Corporate Bond ETF

USD Portfolio (US residents only)

The following Fact Sheets are for products recommended to clients of Tanager Wealth Management who are US resident. The latest Fact Sheets are from Q2 2020.

Vanguard Total Bond Market Index Fund

VanEck Vectors JP Morgan EM Local Currency Bond

First Trust Senior Loan Fund

First Trust Enhanced Short Maturity

First Trust Low Duration Opportunities

First Trust Cloud Computing

VanEck Vectors Preferred Secs ex Finls

Vanguard Developed Markets Index Fund

Vanguard European Stock Index Fund

Vanguard Mortgage-Backed Secs Idx Fund

Vanguard FTSE Pacific Fund

Vanguard FTSE All-World ex-US Small-Cap Index

Vanguard Total Stock Market Index Fund

Vanguard Emerging Markets Stock Index Fund

GBP Portfolio

The following Key Investor Information Documents (KIIDs) are for products recommended to clients of Tanager Wealth Management who are UK resident and not US taxpayers. The latest KIIDs are from Q2 2020.

First Trust Cloud Computing ETF

iShares Global Corp Bond UCITS ETF GBP Hgd Dist

iShares JP Morgan EM Loc Curr Bd

iShares $ Floating Rate Bd UCITS ETF GPB Hdgd Dist

iShares FTSE 100

iShares World Small-Cap

iShares Corp Bond 0-5yr UCITS ETF GBP

Invesco Preferred Shares

iShares Core Corp Bond UCITS ETF GBP

iShares MSCI Emerging Markets

iShares Core MSCI Japan

Vanguard FTSE Developed AsPac ex Japan USD