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Appendix B Dalbar, Inc. is an independent third party not associated with Index Fund Advisors, Inc. The studies referred to in this book by DALBAR were performed by and obtained from DALBAR, Inc. The information is believed to be reliable but accuracy and completeness cannot be guaranteed. It is for informational purposes only and is not a solicitation to buy or sell securities. Use of information from DALBAR does not necessarily constitute agreement by DALBAR, Inc., of any investment philosophy or strategy presented in this book. Morningstar, Inc. is an independent investment research firm not associated with Index Fund Advisors, Inc. When Morningstar, Inc. is sourced in this book the information: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; (3) does not constitute investment advice offered by Morningstar; (4) is not warranted to be accurate, complete or timely; and (5) is copyrighted as follows: ©2013 Morningstar, Inc. All rights reserved. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any of this information. Past performance is no guarantee of future results. Use of information from Morningstar does not constitute agreement by Morningstar, Inc. of any investment philosophy or strategy presented in this publication. All Standard & Poor’s 500 Index Data © Copyright 2013. The McGrawHill Companies, Inc. Standard & Poor’s including its subsidiary corporations (“S&P”) is a division of The McGraw-Hill Companies, Inc. Reproduction in any form is prohibited without S&P’s prior written permission. Neither S&P, its affiliates nor any of their third-party licensors: (a) guarantee the accuracy, completeness or availability of the S&P Data, or (b) make any warranty, express or implied, as to the results to be obtained by the Publisher or any other person from the use of the S&P Data or any other data or information included therein or derived therefrom, or (c) make any express or implied

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