Blueprint Investment Partners LLC

Item 5 Fees and Compensation

Sub-Advisory Fees

For its services as a sub-advisor to investment advisors and brokers, Blueprint charges a negotiable Sub-
Advisory Fee (the “Fee”) not exceeding 0.55% of assets under management annually. The Fee arrangement
is established directly with the client within the Investment Advisory Agreement or is established by the
platform provider (e.g. Envestnet). The Fee may be billed and payable in arrears or in advance on a monthly
or quarterly basis.

Consulting Fees

For its Consulting Services, Blueprint generally receives an annual fixed fee that is paid pro-rata in
advance on a monthly basis.

Compensation for the Sale of Securities

Certain Blueprint personnel are registered representatives of Maplewood Investments, Inc., an SEC-
registered broker-dealer and FINRA member. In their capacity as registered representatives, these
persons receive compensation in connection with the purchase and sale of securities or other investment
products, including asset-based sales charges, service fees or 12b-1 fees, for the sale or holding, of
mutual funds. Compensation earned by these persons in their capacities as registered representatives is
separate and in addition to our advisory fees. This practice presents a conflict of interest because these
persons have an incentive to recommend securities based on the compensation received rather than solely
based on the client’s needs. You are under no obligation, contractually or otherwise, to purchase
securities products through any person affiliated with our firm who receives compensation described
above.

Compensation from Affiliated Adviser

Blueprint is under common control with an affiliated investment adviser to a mutual fund. Blueprint
receives a management fee for providing advisory services to the mutual fund pursuant to a sub-advisory
agreement with its affiliated adviser. There are fees and expenses associated with operating the mutual
fund, such as 12b-1 fees, which are described in its prospectus. Please see Item 10 for additional
information on our firm’s industry affiliations.

Except as described above, Blueprint does not receive 12b-1 fees in connection with mutual funds
purchased or held for advisory client accounts. You are under no obligation, contractually or otherwise,
to purchase or hold securities products through our firm or any affiliate.

Other Fees

Blueprint does not receive any consideration or fees beyond those paid by the client. Fees paid to Blueprint
are exclusive of all custodial and transaction costs paid to the client’s custodian, brokers, or other third-party
consultants. Please see Item 12 below for additional information. Fees paid to Blueprint are also separate
and distinct from the fees and expenses charged by mutual funds, ETFs or other investment pools (generally
including a management fee and fund expenses, as described in each fund’s prospectus or offering
materials). The client should review all fees charged by funds, brokers, and others to fully understand the
total amount of fees paid by the client for investment and financial-related services.

Item 7 Types of Clients

Sub-Advisory Services

Blueprint provides sub-advisory services to investment advisors and brokerage service providers. There
is no minimum amount for a Portfolio; however, clients are generally expected to allocate an aggregate
of at least $10 million to Blueprint.