General Description of Advisory Firm Dimensional Fund Advisors LP (“Dimensional”) primarily manages securities and other assets for institutional investors. Dimensional also manages securities and other assets for high-net-worth individuals and clients of independent financial advisors. Dimensional is the investment adviser to five SEC-registered investment companies which represent 161 separate funds in aggregate, including mutual funds and exchange-traded funds (together, “U.S. Dimensional Funds”). The firm (formerly, Dimensional Fund Advisors Inc.) has been in business since 1981. As of December 31, 2023, Dimensional and its affiliates managed approximately $717,735,597,833 on a discretionary basis.1 Dimensional is organized as a Delaware limited partnership. Its general partner is Dimensional Holdings Inc. Dimensional Holdings LLC (a wholly-owned subsidiary of Dimensional Holdings Inc.) owns approximately 96% of the partnership interest of Dimensional. David G. Booth, executive chairman of Dimensional, is a principal owner of Dimensional Holdings Inc. The other owners primarily include current and former Dimensional employees and directors. General Description of Advisory Services Dimensional manages equity and fixed income securities based on fundamental analysis:  Dimensional believes that equity investing should involve a long-term view and a systematic focus on sources of expected returns, not on stock picking or market timing. In designing an equity investment portfolio, Dimensional generally emphasizes the long-term drivers of expected returns identified in its research, while balancing risk through broad diversification across companies and sectors.  Dimensional believes that fixed income investing should also involve a long-term view and a systematic focus on bond market risk and return, not on interest rate forecasting or market timing. In constructing a fixed-income investment portfolio, Dimensional generally seeks higher returns by systematically adjusting duration, credit quality, and currency of issuance. 1 Discretionary assets under management include assets that are attributable to: (i) funds-of-funds managed by Dimensional that invest in underlying funds that are also managed by Dimensional; (ii) investments by Dimensional- managed funds in the DFA Short Term Investment Fund, a money-market fund that is also managed by Dimensional; and (iii) institutional investors that invest in Dimensional-managed funds through a discretionary investment program, including programs that involve Dimensional periodically allocating or rebalancing an investment amongst the underlying Dimensional funds. In these circumstances the dollar amount of assets managed includes both the management of the investing fund or account and the management of the underlying fund. Dimensional manages investment funds, such as the U.S. Dimensional Funds, in accordance with each fund’s investment objective. The firm also manages separate accounts and trust vehicles in accordance with investment objectives and guidelines. The investment objectives and guidelines of a separate account can be negotiated with clients, and a client may impose restrictions on investing in certain securities, sectors, categories or types of securities, or securities with certain characteristics. Requested restrictions can result in performance that will differ from, and may be worse than, the performance of accounts with a similar strategy that lack such restrictions. Any securities or other assets held in a separate account at any time, may be sold or disposed of at the direction of Dimensional considering such account’s investment objectives and guidelines. An independent financial advisor may select Dimensional to manage a separate account for the financial advisor’s clients and enter into an investment management agreement with Dimensional for a client’s account with Dimensional on the client’s behalf (an “Independent Financial Advisor Facilitated Separate Account,” sometimes referred to as “DSMA”). In such cases, the financial advisor selects an initial investment strategy on behalf of the client, and the financial advisor enters into an agreement with Dimensional for Dimensional to provide sub-advisory services to the client’s account. The independent financial advisor may request certain customizations to the selected investment strategy, such as selecting commingled funds to invest in or restricting the account from holding securities from an issuer or group of issuers. Dimensional reserves the right to not accept certain restrictions in its discretion. Clients participating in an Independent Financial Advisor Facilitated Separate Account should carefully review the investment management agreement and investment guidelines selected for their account by their financial advisor. Any securities or other assets used to establish an Independent Financial Advisor Facilitated Separate Account, or held in such an account at any time, may be sold or disposed of at the direction of Dimensional considering the account’s investment strategy selected by the client’s financial advisor. Dimensional may be directed to manage separate accounts in a predetermined tax sensitive manner by utilizing measures including, but not limited to, tax loss harvesting, seeking to minimize short- term capital gains and maximizing the qualified portion of dividend income, considering tradeoffs among premiums, costs, diversification, and capital gains in portfolio management. Notwithstanding the foregoing, the client will be responsible for any tax consequences of such transactions. Dimensional does not provide tax advice, and each client should consult their own tax adviser or accountant. Dimensional generally allocates investment opportunities as described under Item 6 and follows the trade aggregation and allocation practices, and other brokerage practices, as set out in Item 12. As further explained under Item 12, brokerage commissions or other costs for the execution of transactions in certain client accounts may not be negotiated by Dimensional, such as where the client participates in an independent financial advisor’s wrap fee program (see below for further information on such programs). Independent Financial Advisor Wrap Fee Programs An independent financial advisor that selects Dimensional to provide sub-advisory services may be doing so as part of that financial advisor’s “wrap fee” program. Under a typical “wrap fee” program, a financial advisor offers bundled investment management, custody, brokerage and other services to investors for a single fee. Dimensional does not provide general investment supervisory services to clients participating in a financial advisor’s wrap fee program. For such clients, Dimensional receives an investment

management fee for providing sub-advisory services in connection with implementing a specific strategy only. Dimensional is not positioned to and is not responsible for determining the overall suitability of any independent financial advisor’s wrap fee program or the investment options available under the program. The independent financial advisor determines the fees and services offered under the financial advisor’s wrap fee program. Clients participating in a wrap fee program should carefully review the sponsor’s wrap fee program brochure as well as any agreement with or other disclosure from the program sponsor. Each client of independent financial advisors participating in a wrap fee program should consider the services that are covered by the wrap fee, such as whether Dimensional’s sub-advisory services are covered, and what charges the client’s account may incur in addition to the wrap fee for the management of the account. Depending upon the wrap fee charged, the amount and type of account activity, the value of custodial and other services provided and other factors, the wrap fee may exceed the aggregate fees that the client might pay other parties for these services if they were obtained separately outside of a wrap fee program. Other Business Dimensional also licenses certain indexes to unaffiliated advisors for their use in connection with fund advice and management, and/or to insurance companies for use in connection with their annuity products. Dimensional developed these indexes and Dimensional’s Index Committee oversees the maintenance of the methodology underlying the indexes. In addition, Dimensional has collaborated with an index provider on the development of retirement-focused indices. As part of this collaboration, Dimensional has licensed to the index provider certain intellectual property in order to develop the retirement-focused indices for license and use as a benchmark. Dimensional provides speakers at industry conferences and certain other marketing assistance related to the benchmarks. Dimensional also provides limited review and reporting services to certain separate accounts or sub-advised accounts with respect to such account’s securities lending activities conducted by the account’s securities lending agent. Dimensional does not act as a securities lending agent for clients. Model Portfolios Dimensional makes available to financial intermediaries, institutional investors and third-party platforms certain strategic asset allocation models that offer a research-based framework to seek to achieve long-term investment goals. Dimensional’s models are composed of Dimensional funds (advised by Dimensional or one of its affiliates) and constructed based on theoretical and empirical research. Depending on the applicable investment objective, investment goal, investment strategy and other, relevant considerations, Dimensional will apply a weighting schema to applicable U.S. Dimensional Funds to generate a model portfolio. These models are generally provided on an “as is” basis and are solely for informational purposes. Dimensional may update a model periodically but generally does not have any obligation to implement, update or take any other action to the model and may stop providing any update of a model portfolio at any time in its sole and absolute discretion. Dimensional may update a model and publish the update on a Dimensional password- protected site or, if separately agreed in writing, deliver the updated model to a third party directly, and the third party may also publish that update on the third party’s website or platform. Dimensional generally does not, and unless Dimensional has agreed expressly in writing will not, act as a fiduciary to licensees of any model portfolio. And, except where agreed, making available a model portfolio, including a custom portfolio, to a third-party recipient is neither investment advice nor a recommendation of a security or investment strategy to a financial intermediary or investor. Dimensional is not responsible for implementing the asset allocation found in a model portfolio (e.g., selecting broker-dealers, executing trades or seeking best execution). Dimensional does, however, provide investment advisory services to other persons and may make investment decisions for the same or similar securities or instruments as those that are referred to in or comprise a model portfolio. Where Dimensional provides investment advice, Dimensional’s investment decisions are not necessarily incorporated (periodically or otherwise) into a model portfolio. Accordingly, a person implementing the asset allocation within a model portfolio may experience results that are different from or less favorable than those experienced by Dimensional investment management clients. Custom Model Portfolios Subject to a separate written agreement, Dimensional may also make available or license custom model portfolios that contain unique characteristics or weighting as agreed with the recipient. Updates of the custom model portfolios occurs as agreed with the applicable recipient. To the extent Dimensional has agreed to distribute the custom model portfolio to multiple recipients with the same or varying periodic updating requirements, Dimensional will seek to pursue fair and equitable treatment in the delivery of the updated custom models. Model Portfolios and Fees Use of the model portfolios may generate fees for Dimensional or one of its Affiliated Investment Advisors. Since the model portfolios are composed of Dimensional funds, any person implementing all or part of a model portfolio will be investing in a fund that pays management fees to Dimensional (or an Affiliated Investment Advisor, as applicable), and those fees may be higher than fees charged by other funds. Dimensional or its affiliates may also be entitled to receive a fee from a third-party platform on which a model portfolio may be published. Such fees may be in the form of an asset-based fee paid by the third-party platform to Dimensional for licensing the model portfolios and/or a strategist fee. In such circumstances, Dimensional is not compensated for the model portfolios directly by any financial intermediary or client of a financial intermediary that accesses a model portfolio through the third-party platform. In such circumstances, the financial intermediaries have a client relationship with the third-party platform rather than Dimensional. Financial intermediaries should review their agreements with the applicable third-party platform regarding fees charged. In certain situations, Dimensional pays installation, maintenance, technology, or other fees to a third-party platform to support publishing a model portfolio on that platform.