IFA Index Portfolio 0 S2B2

Most Conservative: Generally intended for investors who have 2 years before needing approximately 20% of their investments and are comfortable with minimal risk to achieve incremental portfolio growth potential with an emphasis on capital preservation.

S1B1, S2B2, S3B1, S4B9 and S5B10 refer to various IFA Index allocations of stock and bond indexes. Please contact an IFA Wealth Advisor for more details on Index options.

IFA SVP Municipal Bonds Index Portfolio 0 Allocation

Stock Fund Allocation: 0%

ManagerRegion%Size%Style%Fund Name%TickerHldgs*Price to
Book*
US 0.00% Large 0.00% Blend 0.00% DFA US Equity ETF 0.00% DFUS 2,228 4.74
Value 0.00% DFA US Large Cap Value ETF 0.00% DFLV 337 2.60
Small 0.00% Blend 0.00% DFA US Small Cap ETF 0.00% DFAS 2,055 2.11
Value 0.00% Dimensional US Small Cap Value ETF 0.00% DFSV 1,066 1.23
Global 0.00% Large 0.00% Real Estate 0.00% DFA Global Real Estate ETF 0.00% DFGR 416 1.75
International 0.00% Large 0.00% Value 0.00% Dimensional International Value ETF 0.00% DFIV 614 1.36
Small 0.00% Blend 0.00% DFA International Small Cap ETF 0.00% DFIS 3,446 1.55
Value 0.00% DFA International Small Cap Value ETF 0.00% DISV 1,609 1.03
Emerging Markets 0.00% Large 0.00% Core 0.00% DFA Emerging Core Equity Market ETF 0.00% DFAE 6,098 2.10
Small 0.00% Blend 0.00% DFA Emerging Markets Small Cap 0.00% DEMSX 4,646 1.41
Value 0.00% DFA Emerging Markets Value ETF 0.00% DFEV 3,477 1.31

Bond Fund Allocation: 100%

ManagerRegion%Maturity%Security Type%Fund Name%TickerHldgs*Effective
Duration*
Effective
Maturity*
National Muni 100.00% Intermediate 50.00% Municipal 50.00% Vanguard Intermediate-Term Tax-Exempt Fund 50.00% VWIUX 16,500 n/a n/a
Long Term 50.00% Municipal 50.00% Vanguard Long-Term Tax-Exempt Fund Admiral Shares 50.00% VWLUX 4,245 n/a n/a
*Updated as of 11/2/2026