Portfolio 40 | Index Funds Advisors Inc.

General Asset Class Allocation		Specific IFA Index Allocation		Portfolio Account Index Funds Allocation (Fund Symbols)		Number of Holdings**	Wtd Avg Mkt Cap (millions)**	Wtd Avg Book-to -Market**
20%	US Large	10.00%	IFA US Large Company Index	10.00%	DFA Tax-Managed U.S. Equity (DTMEX)	2,748	$62,079	0.57
20%	US Large	10.00%	IFA US Large Cap Value Index	10.00%	DFA Tax-Managed US Marketwide Value (DTMMX)	1,282	$36,731	1.06
10%	US Small	5.00%	IFA US Small Cap Index	5.00%	DFA Tax-Managed U.S. Small Cap (DFTSX)	2,268	$776	0.72
10%	US Small	5.00%	IFA US Small Cap Value Index	5.00%	DFA Tax-Managed U.S. Targeted Value (DTMVX)	1,464	$1,498	1.09
5%	Real Estate	5.00%	IFA Real Estate Index	5.00%	DFA Global Real Estate Securities (DFGEX)	295	$6,860	0.77
10%	International	5.00%	IFA International Value Index	5.00%	DFA Tax-Managed International Value (DTMIX)	483	$32,339	1.04
		2.50%	IFA International Small Company Index	2.50%	DFA International Small Company (DFISX)	4,587	$1,240	0.84
		2.50%	IFA International Small Cap Value Index	2.50%	DFA International Small Cap Value (DISVX)	2,190	$1,156	1.37
5%	Emerging Markets	1.50%	IFA Emerging Markets Index	1.50%	DFA Emerging Markets (DFEMX)	655	$42,015	0.49
		1.50%	IFA Emerging Markets Value Index	1.50%	DFA Emerging Markets Value (DFEVX)	1,997	$16,970	0.83
		2.00%	IFA Emerging Markets Small Cap Index	2.00%	DFA Emerging Small Cap (DEMSX)	2,558	$1,320	0.69
50%	Fixed Income	12.50%	IFA One-Year Fixed Income Index	12.50%	DFA One-Year Fixed Income (DFIHX)	116	na	na
		12.50%	IFA Two-Year Global Fixed Income Index	12.50%	DFA Two-Year Global Fixed Income (DFGFX)	131	na	na
		12.50%	IFA Five-Year Government Index	12.50%	DFA Five-Year Government (DFFGX)	17	na	na
		12.50%	IFA Five-Year Global Fixed Income Index	12.50%	DFA Five-Year Global Fixed Income (DFGBX)	94	na	na

**As of June 30, 2010

Risk/Return Calculator

Below are methods for implementing this level of risk. Due to differences, returns will vary from the IFA Index Portfolio (see here).

Environmentally
Conscious

Core
Allocation

Diversified
Index Managers

United Kingdom
Residents

Australia
Residents

Backtested Performance Info

This site is for the use of clients and potential clients of Index Funds Advisors, Inc. and the IFA Network Members. It is not to be used by any other investment advisor or investment professional as an information/marketing materials source, asset allocator, risk capacity or risk tolerance assessment, or for any other purpose. If your financial advisor is using this site without a license from Index Funds Advisors, Inc., they are violating our copyright and their ethics are highly in question. The right to download, store and/or output any material on this internet site, or the Index Funds: The 12-Step Program for Active Investors eBook, is granted for viewing use only and this grant only applies to clients and potential clients of Index Funds Advisors, Inc. and the IFA Network Members. Reproduction or editing by any means, mechanical or electronic, in whole or in part, without the express written permission of Index Funds Advisors, Inc. is strictly prohibited and subject to prosecution under U.S. and International copyright and trademark laws.

DISCLAIMER: THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED INTERNET SITE. At certain places on this Index Funds Advisors Internet site, live 'links' to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Index Funds Advisors. Index Funds Advisors does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Index Funds Advisors.Your use of this site is acknowledgment that you have read and understood the full disclaimer. Past performance does not guarantee future results.

WARNING: Past performance does not guarantee future results. Investment returns and principal value will fluctuate, so that investors' shares, when sold, may be worth more or less than their original cost. Investing in any mutual fund, index or actively managed, does not guarantee that an investor will make money, avoid losing capital, or indicate that the investment is risk-free. Actively managed funds sometimes outperform index funds. You just don't know in advance which actively managed fund will outperform the appropriate index. Just because a mutual fund is an index mutual fund, it does not guarantee a performance superior to an actively managed mutual fund. There are no absolute guarantees in investing. When reviewing any backtested performance information on this internet site, please read the Disclosure for Backtested Performance Information (click here to read the Disclosure for Backtested Performance Information.) For a copy of the Index Funds Advisors, Inc. Privacy Policy, click here.

Index Funds Advisors, Inc. — 19200 Von Karman Ave., Suite 150 — Irvine, CA 92612
Call Toll Free: 888-643-3133 — Local Phone: 949-502-0050 — Fax: 949-502-0048 — Email: info @ ifa . com
For several other offices and representative locations, see About Us.