# Official-filing cross-check (SEC N-CSR/N-CSRS/10-K/10-Q)

Verdicts: ok = all bounded fiscal periods agree; mismatch = class matched but some period differs (review the year, then correct via overrides/); weak-match = best class fit too poor to trust (format/fund mismatch); not-found = fund not located in any candidate filing.

| Symbol | Verdict | Class | Periods (fy end, ~ = unbounded) | Detail |
|---|---|---|---|---|
| AGG | not-found |  |  | no candidate filing contained this fund (6 tried) |
| ATESX | weak-match | ? | 2010-08✗ 2015-08✗ 2024-02✗ 2023-08✗ 2022-08✗ 2021-08✗ 2019-08~ |  |
| ATRFX | not-found |  |  | no candidate filing contained this fund (6 tried) |
| BND | ok | ETF Shares | 2025-12✓ 2024-12✓ 2023-12✓ 2022-12✓ 2021-12~ |  |
| COSIX | not-found |  |  | no candidate filing contained this fund (4 tried) |
| CVSIX | mismatch | ? | 2011-10✓ 2010-10✓ 2009-10✗ 2008-10~ |  |
| EAGMX | not-found |  |  | no candidate filing contained this fund (6 tried) |
| EFA | not-found |  |  | no candidate filing contained this fund (6 tried) |
| EGRSX | not-found |  |  | no candidate filing contained this fund (4 tried) |
| GLD | not-found |  |  | no candidate filing contained this fund (6 tried) |
| IWM | not-found |  |  | no candidate filing contained this fund (6 tried) |
| JLPSX | not-found |  |  | no candidate filing contained this fund (5 tried) |
| LAMHX | not-found |  |  | no candidate filing contained this fund (5 tried) |
| LCORX | weak-match | ? | 2023-09✗ 2022-09✗ 2021-09✓ 2020-09✗ 2019-09~ |  |
| LCRIX | weak-match | ? | 2023-09✗ 2022-09✗ 2021-09✓ 2020-09✗ 2019-09~ |  |
| MBXIX | not-found |  |  | no candidate filing contained this fund (6 tried) |
| PMAIX | ok | Class A | 2025-07✓ 2024-07✓ 2023-07✓ 2022-07✓ 2021-07~ |  |
| PMFKX | ok | Class R6 | 2025-07✓ 2024-07✓ 2023-07✓ 2022-07✓ 2021-07~ |  |
| PMORX | not-found |  |  | no candidate filing contained this fund (5 tried) |
| QQQ | not-found |  |  | no candidate filing contained this fund (6 tried) |
| QSPNX | not-found |  |  | no candidate filing contained this fund (6 tried) |
| SCHD | not-found |  |  | no candidate filing contained this fund (6 tried) |
| SHV | not-found |  |  | no candidate filing contained this fund (6 tried) |
| SLV | not-found |  |  | no candidate filing contained this fund (6 tried) |
| SVARX | not-found |  |  | no candidate filing contained this fund (5 tried) |
| VEA | ok | FTSE Developed Markets ETF Shares | 2025-12✓ 2024-12✓ 2023-12✓ 2022-12✓ 2021-12~ |  |
| VTI | ok | ETF Shares | 2025-12✓ 2024-12✓ 2023-12✓ 2022-12✓ 2021-12~ |  |
| VTSAX | ok | Admiral Shares | 2025-12✓ 2024-12✓ 2023-12✓ 2022-12✓ 2021-12~ |  |
| VWO | not-found |  |  | no candidate filing contained this fund (6 tried) |