IFA Index Portfolio 75 S2B2

Moderately Aggressive: Generally intended for investors who have at least 13 years before needing approximately 20% of their investments and are willing to accept a higher degree of volatility in order to achieve higher portfolio growth potential.

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 CA Municipal Bonds Index Portfolio 75 Allocation

Stock Fund Allocation: 75%

ManagerRegion%Size%Style%Fund Name%TickerHldgs*Price to
Book*
US 48.00% Large 18.00% Blend 9.00% DFA US Equity ETF 9.00% DFUS 2,228 4.74
Value 9.00% DFA US Large Cap Value ETF 9.00% DFLV 337 2.60
Small 30.00% Blend 15.00% DFA US Small Cap ETF 15.00% DFAS 2,055 2.11
Value 15.00% Dimensional US Small Cap Value ETF 15.00% DFSV 1,066 1.23
Global 3.75% Large 3.75% Real Estate 3.75% DFA Global Real Estate ETF 3.75% DFGR 416 1.75
International 13.50% Large 4.50% Value 4.50% Dimensional International Value ETF 4.50% DFIV 614 1.36
Small 9.00% Blend 4.50% DFA International Small Cap ETF 4.50% DFIS 3,446 1.55
Value 4.50% DFA International Small Cap Value ETF 4.50% DISV 1,609 1.03
Emerging Markets 9.75% Large 3.00% Core 3.00% DFA Emerging Core Equity Market ETF 3.00% DFAE 6,098 2.10
Small 6.75% Blend 3.75% DFA Emerging Markets Small Cap 3.75% DEMSX 4,646 1.41
Value 3.00% DFA Emerging Markets Value ETF 3.00% DFEV 3,477 1.31

Bond Fund Allocation: 25%

ManagerRegion%Maturity%Security Type%Fund Name%TickerHldgs*Effective
Duration*
Effective
Maturity*
CA Muni 25.00% Short 12.50% Municipal 12.50% DFA California Short-Term Municipal Bond I 12.50% DFCMX 381 n/a n/a
Intermediate 12.50% Municipal 12.50% Vanguard California Intermediate-Term Tax-Exempt Fund Admiral Shares 12.50% VCADX 5,031 n/a n/a
*Updated as of 11/2/2026