Annie Hui Shieh

Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.

Vericimetry Advisors LLC (Vericimetry) is an independent, SEC-registered investment advisor headquartered in Goleta, California. The firm was founded in 2010 and is closely held and principally owned by its members and management. Vericimetry offers investment management services primarily to clients of independent financial advisors. They serve as an investment adviser to the Vericimetry Funds, an open-end investment company. Fund investors generally include the individual clients of independent financial advisors and institutional investors.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Fortress Wealth Management, Inc. (Fortress) is a fee-based investment consulting and management firm headquartered in Culver City, California. It was founded by Thomas Nimmo and Kenneth Lechter in 1993 as Fortress Retirement, Inc. Arlie Green joined Fortress in 2001 and took over full ownership of the firm after Mr. Nimmo’s passing in 2012. Fortress provides financial planning and investment management services to institutional and individual clients.

Innealta Capital LLC (Innealta) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded in 2017 and is owned by Riomaggiore Investments LLC. Innealta provides discretionary portfolio management and investment advisory services to US open-end management investment companies and separately managed accounts whose investors include large institutions and high net-worth individuals, including but not limited to, state and local pensions, corporate pensions, endowments and foundations, regional banks, and family offices.

Syntax Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Rory B. Riggs in 2009 and is a subsidiary of Syntax LLC. Syntax Advisors provides advisory services to Exchange Traded Funds (ETFs), a private investment fund and limited number of Separately Managed Accounts.