The Advisory Firm Mirova US LLC (“Mirova US” or the Adviser”), a Delaware limited liability company, is a Boston- based investment management firm incorporated in 2018. On March 29, 2019, the Mirova Division of Ostrum Asset Management U.S., LLC (“Ostrum Asset Management”), including its people and clients, spun-out to Mirova US. Mirova US is wholly owned by Mirova S.A. (“Mirova”), an indirect subsidiary of Natixis Investment Managers (“Natixis IM”), an international asset management group based in Paris, France, that is part of the Global Financial Services division of Groupe BPCE. Natixis IM is wholly owned by Natixis, a French investment banking and financial services firm. Natixis is wholly owned by BPCE, France’s second largest banking group. Participating Affiliate Structure Mirova US provides its clients access to investment solutions that benefit from the extensive resources of a leading European asset management group, and the expertise of specialized investment teams. Mirova US enters into personnel-sharing arrangements with affiliates (“Participating Affiliates”), under which certain employees of the Participating Affiliates serve as “Associated Persons” of the Adviser within the meaning of Section 202(a)(17) of the Investment Advisers Act of 1940, as amended (the “Advisers Act”) and, in this capacity, are subject to the oversight of the Adviser and its Chief Compliance Officer (“CCO”). These Associated Persons may, on behalf of the Adviser, participate in providing discretionary investment management services (including acting as portfolio managers and traders), research and related services to clients of the Adviser. The Adviser’s current Participating Affiliates are two Paris-based firms, Mirova and Natixis TradEx Solutions (formerly named Natixis Asset Management Finance S.A.), both of which are, like the Adviser, part of Natixis IM. Mirova US utilizes Mirova as a Participating Affiliate for portfolio management expertise. Mirova US utilizes Natixis TradEx Solutions as a Participating Affiliate for trading expertise. Natixis TradEx Solutions is indirectly wholly owned by Natixis IM and was created in 2009 with the purpose of providing dealing services for portfolio managers.

The Participating Affiliates are not registered as investment advisers with the SEC. The personnel-sharing arrangements are based on no-action letters of the staff of the SEC that permit an SEC-registered investment adviser to rely on and use the resources of advisory affiliates, subject to the supervision of the SEC-registered investment adviser and compliance with certain other technical conditions to the relief. In connection with each Participating Affiliate’s provision of services to the Adviser, each respective Participating Affiliate has appointed the Adviser as its agent for service of process within the jurisdiction of the United States. Trading professionals at Natixis TradEx Solutions who send trades to executing brokers on behalf of Mirova US clients are overseen as Associated Persons of Mirova US. The Advisory Services Mirova US is dedicated to sustainable investing, with an aim to combine impact and performance, focused primarily in Equity and Bonds. Tailoring Advice Mirova US will determine whether and how to tailor advisory services to the individual needs of a client on a case-by-case basis, including taking into account the restrictions a client may impose, if any, on certain securities or types of securities in which Mirova US may invest on behalf of the client. The parameters of such tailored advice may be found in the contracts of the clients and/or the prospectuses for the funds advised by Mirova US. Clients Mirova US has entered into investment advisory arrangements with pooled investment vehicles, mutual funds, and separate accounts for both US and non-US clients. Mirova US advises and subadvises US mutual funds and non-US registered funds. Additionally, Mirova US provides non- discretionary model portfolio delivery services to investment advisers (“Model Delivery”), which are not taken into account in calculating Mirova US’s regulatory assets under management. See Item 7 for more information on the Adviser’s participation in wrap and model delivery programs. As of December 31, 2023, the Adviser managed a total of $10.60 billion of client assets on a discretionary basis and had $1.31 billion of client assets under advisory through its Model Delivery program.