FINANCIAL Network FirstPurpose Wealth Registered Investment Advisor Portfolio design, asset allocation, and rebalancing Personalized investment advice & account servicing Tiered fee schedule reduces fees on larger accounts Billed quarterly in advance from your account DFPG INVESTMENTS, LLC Independent Broker Dealer Compliance oversight with federal regulators Due diligence on alternative investment programs Administration and processing VISIT WEBSITE EQUITY TRUST COMPANY Independent Custodian Separate entity from FirstPurpose where your securities are held Maintains SIPC insurance for asset safekeeping Processes buy and sell transactions for your accounts Sends quarterly account statements VISIT WEBSITE DIMENSIONAL FUND ADVISORS Institutional Asset Class Fund Manager Mutual fund diversification Portfolio trading strategies Management fees- each fund varies (60/40 portfolio average is 0.35%) DFA’s performance reported net of fees VISIT WEBSITE CHARLES SCHWAB Independent Custodian Separate entity from FirstPurpose where your securities are held Maintains SIPC insurance for asset safekeeping Processes buy and sell transactions for your accounts Sends monthly account statements VISIT WEBSITE