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Plan 3 Report Library

The SERS Plan 3 Report is a newsletter sent with quarterly statements to all Plan 3 members. It includes returns for each of the funds and Plan 3 investment related articles. Archived reports in PDF format are provided below, listed by publication date.

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2008

July (Q2 2008 Self-Directed) (155K PDF)
May (Q1 2008 WSIB) (140K PDF)
April (Q1 2008 Self-Directed) (140K PDF)

2007

February (Q4 2007 WSIB) (152K PDF)
January (Q4 2007 Self-Directed) (156K PDF)
November (Q3 2007 WSIB) (136K PDF)
October (Q3 2007 Self-Directed) (136K PDF)
August (Q2 2007 WSIB) (138K PDF)
July (Q2 2007 Self-Directed) (158K PDF)
July (Q1 2007 WSIB) (220K PDF)
April (Q1 2007 Self-Directed) (174K PDF)

2006

February (Q4 2006 WSIB) (91K PDF)
January (Q4 2006 Self-Directed) (158K PDF)
November (Q3 2006 WSIB) (93K PDF)
October (Q3 2006 Self-Directed) (231K PDF)
August (Q2 2006 WSIB) (277K PDF)
July (Q2 2006 Self-Directed) (317K PDF)
May Special Report on Self-Directed Trading Restrictions (59K PDF)
May (Q1 2006 WSIB) (75K PDF)
April (Q1 2006 Self-Directed) (75K PDF)
February (Q4 2005 WSIB) (77K PDF)
January (Q4 2005 Self-Directed) (66K PDF)

2005

November (Q3 2005 WSIB) (63K PDF)
October (Q3 2005 Self-Directed) (72K PDF)
August (Q2 2005 WSIB) (94K PDF)
July (Q2 2005 Self-Directed) (65K PDF)
May (Q1 2005 WSIB) (67K PDF)
April (Q1 2005 Self-Directed) (67K PDF)
February (Q4 2004 WSIB) (74K PDF)
January (Q4 2004 Self-Directed) (75K PDF)

2004

November (Q3 2004 WSIB) (27K PDF)
October (Q3 2004 Self-Directed) (26K PDF)
August (Q2 2004 WSIB) (69K PDF)
July (Q2 2004 Self-Directed) (67K PDF)
May (Q1 2004 WSIB) (29K PDF)
April (Q1 2004 Self-Directed) (29K PDF)
March Special Report on the Socially Responsible Balanced Fund (86K PDF)

2003

February (Q4 2003 Self-Directed) (42K PDF)
January (Q4 2003 Self-Directed) (59K PDF)
November (Q3 2003 WSIB) (44K PDF)
October Special Report on the International Stock Index Fund (146K PDF)
October (Q3 2003 Self-Directed) (44K PDF)
August (Q2 2003 WSIB) (35K PDF)
July (Q2 2003 Self-Directed) (36K PDF)
May (Q1 2003 WSIB) (51K PDF)
April (Q1 2003 Self-Directed) (66K PDF)
February (Q4 2002 WSIB) (47K PDF)
January (Q4 2002 Self-Directed) (47K PDF)

2002

November (Q3 2002 WSIB) (49K PDF)
October (Q3 2002 Self-Directed) (60K PDF)
August (Q2 2002 WSIB) (396K PDF)
July (Q2 2002 Self-Directed) (68K PDF)
May (Q1 2002 WSIB) (73K PDF)
April (Q1 2002 Self-Directed) (40K PDF)
February (Q4 2001 WSIB) (35K PDF)
January (Q4 2001 Self-Directed) (36K PDF)

2001

November (Q3 2001 WSIB) (35K PDF)
October (Q3 2001 Self-Directed) (36K PDF)
August (Q2 2001 WSIB) (35K PDF)
July (Q2 2001 Self-Directed) (36K PDF)
May (Q1 2001 WSIB) (56K PDF)
April (Q1 2001 Self-Directed) (97K PDF)
February (Q4 2000 WSIB) (54K PDF)
January (Q4 2000 Self-Directed) (97K PDF)

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