PDF As of 8/31/2019 Periodic Returns (%) - My Advisor Center

SA Investor

As of 3/31/2021

Periodic Returns (%)

1 Mo

Buckingham Defensive I - Investor Buckingham Conservative I - Investor Buckingham Balanced I - Investor Buckingham Moderate I - Investor Buckingham Moderate Growth I - Investor Buckingham Capital Appreciation I - Investor Buckingham Equity I - Investor S&P 500 Gross Div. MSCI EAFE Net Div. ICE BofA 1-3Y US Trsy&Agcy TR USD

1.21 1.85 2.28 2.95 3.39 3.84 4.46 4.38 2.30 0.02

3 Mo

2.65 4.16 5.23 6.77 7.77 8.94 10.55 6.17 3.48 -0.05

YTD

2.65 4.16 5.23 6.77 7.77 8.94 10.55 6.17 3.48 -0.05

1 Yr

12.35 20.36 26.23 35.69 42.41 50.23 62.49 56.35 44.57 0.26

3 Yr

3.38 4.34 4.86 5.82 6.49 7.05 7.91 16.77 6.02 2.77

5 Yr

3.49 5.06 6.05 7.54 8.52 9.51 10.80 16.30 8.85 1.71

10 Yr

2.89 4.03 4.64 5.72

-- 7.09 7.95 13.91 5.52 1.30

Since Inception

3.80

Inception Date

9/1/1999

Std Dev (5 Yr)

3.97

4.53

9/1/1999 6.36

5.03

9/1/1999 8.00

5.65

9/1/1999 10.49

8.20

8/1/2012 12.16

6.28

9/1/1999 13.95

6.62

9/1/1999 16.52

11.01 1/30/1970 14.89

6.72 3/31/1986 14.74

3.21 12/31/1996 1.08

Annual Returns (%)

2020

Buckingham Defensive I - Investor

1.44

Buckingham Conservative I - Investor

2.09

Buckingham Balanced I - Investor

2.43

Buckingham Moderate I - Investor

3.11

Buckingham Moderate Growth I - Investor

3.47

Buckingham Capital Appreciation I - Investor 3.81

Buckingham Equity I - Investor

4.31

S&P 500 Gross Div.

18.40

MSCI EAFE Net Div.

7.82

ICE BofA 1-3Y US Trsy&Agcy TR USD

3.09

2019 7.58 10.37 12.06 15.02 17.05 18.94 21.61 31.49 22.01 3.55

2018 -2.15 -4.04 -5.42 -7.43 -8.60 -9.96 -11.72 -4.38 -13.79 1.60

2017 5.38 8.68 10.95 13.98 15.95 18.19 20.70 21.83 25.03 0.44

2016 3.55 5.41 6.69 8.48 9.70 10.81 12.45 11.96 1.00 0.89

2015 -0.53 -1.18 -1.82 -2.34 -2.69 -3.16 -3.73 1.38 -0.81 0.56

2014 1.80 2.08 2.09 2.52 3.08 3.11 3.51 13.69 -4.90 0.63

2013 6.74 10.97 13.51 17.74 20.44 23.19 26.82 32.39 22.78 0.36

2012 5.30 7.56 9.08 11.40

-- 14.38 16.38 16.00 17.32 0.51

2011 -0.65 -2.09 -3.35 -4.64

-- -6.49 -7.75 2.11 -12.14 1.55

Purpose The performance presented here reflects the performance of a globally diversified model portfolio and is not representative of the performance of domestic or international stock and bond markets individually. Performance of your actual portfolio may differ from the model portfolio performance presented.

Performance Information The performance data quoted represents past performance. Past performance does not guarantee future results and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance information quoted. Investing involves risks, including the loss of principal. The historical performance information is provided to demonstrate the methodology used in building portfolios using the corresponding investment strategy. This information should not be considered as a demonstration of actual performance results.

Portfolio returns are the weighted average returns of the respective funds, rebalanced annually. Actual rebalancing may be different. The portfolio allocations are based on a Buckingham Strategic Partners model portfolio, which may not be suitable for all investors. It may not reflect the impact material economic and market factors might have had on decision making if clients' money were actually being managed at that time. The performance quoted reflects the reinvestment of dividends and capital gains distributions. Portfolio returns are after fund's internal expenses. Management fee may be lower depending on the assets under management. Portfolio performance does not reflect the deduction of any fees charged by an independent investment advisor or other service provider to an individual account. Such fees, if taken into consideration, will reduce the performance quoted above. The model performance information reflects various allocation changes made over time. Therefore, the underlying mutual funds used in calculating the portfolio performance may not represent the trailing returns of portfolios and/or the mutual funds currently available.

Source: Morningstar Direct

Page 1 of 4

SA Investor

As of 3/31/2021

Performance Relative to Benchmark - Periodic Performance (%)

Buckingham Defensive I - Investor Buckingham Conservative I - Investor Buckingham Balanced I - Investor Buckingham Moderate I - Investor Buckingham Moderate Growth I - Investor Buckingham Capital Appreciation I - Investor Buckingham Equity I - Investor

1 Mo 0.28 0.39 0.48 0.62 0.69 0.81 0.97

3 Mo 1.39 2.13 2.71 3.47 3.94 4.62 5.55

YTD 1.39 2.13 2.71 3.47 3.94 4.62 5.55

1 Yr 1.60 2.71 3.77 5.34 6.29 8.24 12.15

3 Yr -2.06 -2.59 -2.95 -3.42 -3.79 -4.05 -4.40

5 Yr -1.32 -1.52 -1.63 -1.87 -2.10 -2.17 -2.35

10 Yr -0.94 -1.23 -1.47 -1.77

-- -2.20 -2.50

Since Inception

-0.33 -0.22 -0.05 0.12 -1.63 0.29 0.45

Inception Date

9/1/1999 9/1/1999 9/1/1999 9/1/1999 8/1/2012 9/1/1999 9/1/1999

Performance Relative to Benchmark - Annual Performance (%)

Buckingham Defensive I - Investor Buckingham Conservative I - Investor Buckingham Balanced I - Investor Buckingham Moderate I - Investor Buckingham Moderate Growth I - Investor Buckingham Capital Appreciation I - Investor Buckingham Equity I - Investor

2020 -4.53 -5.53 -6.20 -7.18 -8.03 -8.69 -9.65

2019 -2.10 -2.94 -3.56 -4.23 -4.70 -5.14 -5.62

2018 -1.40 -1.83 -2.14 -2.70 -2.98 -3.27 -3.79

2017 -0.70 -0.79 -0.83 -1.20 -1.47 -1.53 -1.95

2016 0.87 1.73 2.45 3.24 3.69 4.24 4.98

Performance Summary Disclosure Model Benchmarks

2015 -1.09 -1.74 -2.35 -2.87 -3.23 -3.67 -4.24

2014 -0.42 -0.98 -1.35 -1.76 -1.96 -2.30 -2.67

2013 -0.77 -0.76 -0.94 -0.94 -1.15 -1.13 -1.18

2012 0.80 0.66 0.56 0.48

-- 0.26 0.18

2011 -1.06 -1.73 -2.33 -2.85

-- -3.67 -4.30

Benchmark Name

Buckingham Defensive Benchmark Buckingham Conservative Benchmark Buckingham Balanced Benchmark Buckingham Moderate Benchmark Buckingham Moderate Growth Benchmark Buckingham Capital Appreciation Benchmark

% S&P 500

16 25 30 39 46 51

% MSCI EAFE (net div)

9 15 20 26 29 34

% BofAML US Trsy/Agcs AAA 1-3 Yr

75 60 50 35 25 15

The Performance Relative to Benchmark return is equal to the Model return minus the corresponding Benchmark return, which is based on annual rebalancing. Benchmarks were constructed using the above assumptions. Investors cannot invest directly in an index. Indexes are unmanaged and reflects reinvested dividends and/or distributions, but does not reflect sales charges, commissions, expenses or taxes.

Performance Information The performance data quoted represents past performance. Past performance does not guarantee future results and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance information quoted. Investing involves risks, including the loss of principal. The historical performance information is provided to demonstrate the methodology used in building portfolios using the corresponding investment strategy. This information should not be considered as a demonstration of actual performance results.

Portfolio returns are the weighted average returns of the respective funds, rebalanced annually. Actual rebalancing may be different. The portfolio allocations are based on a Buckingham Strategic Partners model portfolio, which may not be suitable for all investors. It may not reflect the impact material economic and market factors might have had on decision making if clients' money were actually being managed at that time. The performance quoted reflects the reinvestment of dividends and capital gains distributions. Portfolio returns are after fund's internal expenses. Management fee may be lower depending on the assets under management. Portfolio performance does not reflect the deduction of any fees charged by an independent investment advisor or other service provider to an individual account. Such fees, if taken into consideration, will reduce the performance quoted above. The model performance information reflects various allocation changes made over time. Therefore, the underlying mutual funds used in calculating the portfolio performance may not represent the trailing returns of portfolios and/or the mutual funds currently available.

Risk information Investing involves risks, including loss of principal. Securities of small companies are often less liquid than those of large companies. As a result, small company stocks may fluctuate relatively more in price. International and emerging market investing involves special risks such as currency fluctuation and political instability, and may not be suitable for all investors. Bonds (fixed income) are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rate rises, issuer's creditworthiness declines, and are subject to availability and changes in price. REIT investments are subject to changes in economic conditions and real estate values, and credit and interest rate risks.

Page 2 of 4

Source: Morningstar Direct

Max Downturn Statistics

Buckingham Defensive I - Investor Buckingham Conservative I - Investor Buckingham Balanced I - Investor Buckingham Moderate I - Investor Buckingham Moderate Growth I - Investor Buckingham Capital Appreciation I - Investor Buckingham Equity I - Investor

Inception Date

9/1/1999 9/1/1999 9/1/1999 9/1/1999 8/1/2012 9/1/1999 9/1/1999

Max Downturn

-15.90 -24.27 -30.49 -39.95 -21.70 -50.32 -57.29

Peak Date 11/1/2007 11/1/2007 11/1/2007 11/1/2007 1/1/2020 11/1/2007 11/1/2007

Valley Date

2/28/2009 2/28/2009 2/28/2009 2/28/2009 3/31/2020 2/28/2009 2/28/2009

SA Investor

As of 3/31/2021

Number of

Months

16 16 16 16 3 16 16

Recovery Date

3/31/2010 10/31/2010 12/31/2010 2/28/2011 12/31/2020 1/31/2013 4/30/2013

Recovery # of

Months

13 20 22 24 9 47 50

Standard Deviation- A statistical measure of how far a security or index is expected to move above or below its average value. The greater the standard deviation, the riskier an investment is.

Max Downturn- The peak-to-valley decline during a specific record period of an investment or fund. It is usually quoted as the percentage between the peak to the valley.

Peak Date- The date at which the max downturn began.

Valley Date- The date at which the max downturn ended.

Number of Months- This is the number of months that encompasses the max downturn for an investment.

Recovery Date- The recovery date from valley to peak decline during a specific record period of an investment or fund.

Recovery # of Months- The number of periods of the valley to peak incline during a specific period of an investment or fund.

The MSCI EAFE Index (Morgan Stanley Capital International Europe, Australasia, Far East Index) is an unmanaged index comprised of over 1,000 companies representing the stock markets of Europe, Australia, New Zealand and the Far East.

The S&P 500 Index (Standard & Poor's 500 Index) is an unmanaged market value-weighted index of 500 stocks that are traded on the NYSE, AMEX, and NASDAQ.

The BofA Merrill Lynch 1-3 US Year Treasury Index is an unmanaged index that tracks the performance of the direct sovereign debt of the U.S. Government having a maturity of at least one year and less than three years.

Performance Information The performance data quoted represents past performance. Past performance does not guarantee future results and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance information quoted. Investing involves risks, including the loss of principal. The historical performance information is provided to demonstrate the methodology used in building portfolios using the corresponding investment strategy. This information should not be considered as a demonstration of actual performance results.

Portfolio returns are the weighted average returns of the respective funds, rebalanced annually. Actual rebalancing may be different. The portfolio allocations are based on a Buckingham Strategic Partners model portfolio, which may not be suitable for all investors. It may not reflect the impact material economic and market factors might have had on decision making if clients' money were actually being managed at that time. The performance quoted reflects the reinvestment of dividends and capital gains distributions. Portfolio returns are after fund's internal expenses. Management fee may be lower depending on the assets under management. Portfolio performance does not reflect the deduction of any fees charged by an independent investment advisor or other service provider to an individual account. Such fees, if taken into consideration, will reduce the performance quoted above. The model performance information reflects various allocation changes made over time. Therefore, the underlying mutual funds used in calculating the portfolio performance may not represent the trailing returns of portfolios and/or the mutual funds currently available.

Source: Morningstar Direct

Page 3 of 4

Performance as of Last Quarter-End

Portfolio / Benchmark

YTD as of Last Qtr-End

Buckingham Defensive I - Investor Buckingham Conservative I - Investor Buckingham Balanced I - Investor Buckingham Moderate I - Investor Buckingham Moderate Growth I - Investor Buckingham Capital Appreciation I - Investor Buckingham Equity I - Investor S&P 500 Gross Div. MSCI EAFE Net Div. ICE BofA 1-3Y US Trsy&Agcy TR USD

2.65 4.16 5.23 6.77 7.77 8.94 10.55 6.17 3.48 -0.05

1 Yr as of Last Qtr-End

12.35 20.36 26.23 35.69 42.41 50.23 62.49 56.35 44.57

0.26

3 Yr as of Last Qtr-End

3.38 4.34 4.86 5.82 6.50 7.05 7.91 16.78 6.02 2.77

5 Yr as of Last Qtr-End

3.49 5.06 6.05 7.54 8.52 9.51 10.80 16.29 8.85 1.71

SA Investor

As of 3/31/2021

10 Yr as of Last

Qtr-End

2.90 4.03 4.65 5.72

-- 7.09 7.95 13.91 5.52 1.30

Since Inception -

as of Last Qtr-End 3.83

4.59

5.10

5.75

7.96

6.41

6.78

11.01

6.72

3.21

Inception Date

9/1/1999 9/1/1999 9/1/1999 9/1/1999 8/1/2012 9/1/1999 9/1/1999 1/30/1970 3/31/1986 12/31/1996

Purpose The performance presented here reflects the performance of a globally diversified model portfolio and is not representative of the performance of domestic or international stock and bond markets individually. Performance of your actual portfolio may differ from the model portfolio performance presented.

Performance Information The performance data quoted represents past performance. Past performance does not guarantee future results and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance information quoted. Investing involves risks, including the loss of principal. The historical performance information is provided to demonstrate the methodology used in building portfolios using the corresponding investment strategy. This information should not be considered as a demonstration of actual performance results.

Portfolio returns are the weighted average returns of the respective funds, rebalanced annually. Actual rebalancing may be different. The portfolio allocations are based on a Buckingham Strategic Partners model portfolio, which may not be suitable for all investors. It may not reflect the impact material economic and market factors might have had on decision making if clients' money were actually being managed at that time. The performance quoted reflects the reinvestment of dividends and capital gains distributions. Portfolio returns are after fund's internal expenses. Management fee may be lower depending on the assets under management. Portfolio performance does not reflect the deduction of any fees charged by an independent investment advisor or other service provider to an individual account. Such fees, if taken into consideration, will reduce the performance quoted above. The model performance information reflects various allocation changes made over time. Therefore, the underlying mutual funds used in calculating the portfolio performance may not represent the trailing returns of portfolios and/or the mutual funds currently available.

(c) 2020 Buckingham Strategic Partners, LLC. Dimensional Fund Advisors is unaffiliated with BSP. IRN 20-200.

Source: Morningstar Direct

Page 4 of 4

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