Generation Investment Management US LLP (“Generation US”) was established in August 2004 and is majority owned and controlled by Generation Investment Management LLP (“Generation UK”). Generation UK is an independent, broadly owned and managed private investment management firm formed in the United Kingdom. Each partner owns less than 25% of Generation UK. Generation US and Generation UK are collectively known as Generation. Generation’s vision is a sustainable world in which prosperity is shared broadly, in a society that achieves wellbeing for all, protects nature and preserves a habitable climate. We seek to pursue our vision by (i) delivering long-term, attractive risk-adjusted investment returns and positive impact1 and (ii) advocating for the adoption of sustainable investing by the wider market. Generation UK is a UK registered limited liability partnership authorized and regulated by the United Kingdom’s Financial Conduct Authority (“FCA”) as an Alternative Investment Fund Manager (“AIFM”). Generation UK is also registered as an Exempt Reporting Adviser with the SEC. In addition, it maintains certain authorizations in Australia and Canada (Alberta, British Columbia, Ontario and Québec) under various passport rights, exemptions and filings available in those jurisdictions, details of which are available on request from Generation US. Generation UK is also the owner of two affiliated entities, Just Climate LLP (majority owner) and Generation Europe GmbH (sole owner). Launched in 2021, Just Climate is a business sponsored by Generation UK. Its mission is to work in partnership to limit global temperature rise to 1.5 degrees Celsius by (1) catalyzing and scaling capital towards transformational solutions with the highest climate impact and attractive risk- adjusted returns2 and (2) establishing climate-led investing as a capital allocation imperative. Just Climate is an FCA Appointed Representative of Generation UK and Generation UK owns and controls 61% of this business. Launched in 2022, Generation Europe GmbH supports Generation’s marketing endeavors in Europe post-Brexit and, for regulatory purposes, acts as a tied agent of a third-party financial services provider AHP Capital Management GmbH, which is registered with the German financial services regulator BaFIN. AHP Capital Management GmbH is not an affiliate of Generation. The Management Committee of Generation consists of the following partners: the Hon. Al Gore, David Blood, Mark Ferguson, Esther Gilmore, Lisa Anderson, Miguel Nogales, Lila Preston, Tom Hodges, Clara Barby, Nicholas Kukrika, Ruth Kent and Alexander Marshall. Mr Marshall serves as Generation’s General Counsel and Compliance Oversight Officer (also referred to as the Global Chief Compliance Officer). Generation US is registered as an investment adviser with the SEC, and primarily provides investment management services to clients based in the United States. It also provides certain sub-advisory services to Generation UK as more particularly described below. Registration with the SEC does not imply a certain level of skill or training. Pursuant to sub-advisory services agreements, Generation US utilizes the services and assistance of Generation UK, the parent of Generation US, in providing investment management services to its advisory clients. Generation US is also permitted to provide certain services in the Canadian provinces of Alberta, British Columbia, Ontario and Québec under the International Adviser Exemption and the non-resident Investment Fund Manager Exemption provided by the respective securities regulators of those provinces. 1 Generation seeks to deliver attractive returns and positive impact, but there is no guarantee this goal will be achieved. 2 Just Climate LLP seeks to deliver the highest climate impact and attractive risk-adjusted financial returns, but there is no guarantee these goals will be achieved. © Generation Investment Management U.S. LLP 2024 Page 5 of 39 Generation US offers investment advisory services to pension and profit-sharing plans, trusts, charitable foundations, endowments and other organizations, state and municipal government entities, corporations and business entities, private partnerships and high net worth individuals as separately managed accounts (collectively “Separate Accounts”). Generation US also serves as an investment manager to Generation IM Global Equity Fund LLC (the “Global Equity Fund”) and Generation IM Asia Fund LP (the “Asia Fund”), respectively. The day-to-day management of these funds is delegated to Generation UK. Generation US acts as a sub-advisor to several other private funds, details of which are set out at Item 7.B.(2) of Part 1A of Form ADV. With effect from January 1, 2017, Generation US has been contracted by its affiliate, Generation UK, to provide sub-advisory services in respect of its Growth Equity Funds (as defined below).3 Funds subject to these sub-advisory arrangements include the Generation IM Climate Solutions Fund I L.P.,

Generation IM Climate Solutions Fund II L.P., Generation IM Sustainable Solutions Fund III L.P.,4 and Generation IM Sustainable Solutions Fund IV LP (the “Growth Equity Funds”). The Growth Equity Funds, the Global Equity Fund and the Asia Fund are collectively referred to as “Fund.” Separate Accounts and Funds are collectively referred to as “Clients,” “accounts” or “Client accounts” as the context requires. As the investment manager of the Global Equity Fund and Asia Fund, Generation US has overall responsibility to manage and control their business affairs, including the exclusive authority to oversee and establish policies regarding the management, conduct and operation of their business. To the extent applicable to the relevant Fund, Generation manages the Funds in accordance with the terms of the governing documents applicable to each Fund. In respect of the Growth Equity Funds, responsibility for their management lies with Generation UK. The Growth Equity Funds allow for the potential for investors to receive co-investment opportunities. Such opportunities are described more fully below under Methods of Analysis, Investment Strategies and Risk of Loss, which has the potential to result in other accounts or persons receiving allocations to, or rights to invest in, co-investment opportunities that are not available to all Client accounts generally. This matter is discussed in more detail below. For Separate Accounts, including sub-advised private funds, Generation manages the assets in accordance with the terms of the advisory agreement and any valid investment restrictions placed on the account as agreed upon between Generation US and the Client. 3 Pursuant to the sub-advisory agreements between Generation US and Generation UK in respect of the Growth Equity Funds, Generation US provides certain advisory services to Generation UK including, but not limited to, identifying and evaluating investment opportunities and due diligence. Generation US has not been delegated discretionary investment decision-making authority for any Growth Equity Funds; such authority is exercisable by Generation UK and the respective Fund Boards. 4 Please note this is the third fund established to invest in private markets securities launched by Generation and is therefore referred to as Generation IM Sustainable Solutions Fund "III". For the avoidance of doubt, there were no prior funds of the name "Generation IM Sustainable Solutions", the prior funds are known as Generation IM Climate Solutions Fund I and Generation IM Climate Solutions Fund II. The change of name reflects the broadening investment remit of the Fund compared to its predecessors as more particularly described in this document. The use of the Roman numeral "III" is intended to underscore that the Fund is, notwithstanding the name change, the third in a series of growth equity funds. This has carried forward to the most recently launched fourth fund within the strategy. © Generation Investment Management U.S. LLP 2024 Page 6 of 39 Client investments are subject to minimum investment amounts (see Item 7: Types of Clients below), although Generation US reserves the right to waive any such minimums in its sole discretion. Without prejudice to the generality, this will often occur, in the case of the Global Equity Fund and Asia Fund, for members of Generation Personnel, where permitted by applicable law and regulation, pursuant to Generation’s policy of seeking to encourage its members and employees to invest alongside its Clients. Account opening for any Client is in the discretion of Generation and will be subject to client identification procedures. Separate Accounts will require an individually negotiated discretionary investment management agreement which will require delegation of certain discretionary management functions to Generation UK. Generation US retains primary responsibility for the oversight and compliance of any matters so delegated. Fund investments require the completion of a subscription agreement. In all cases, extensive representations and undertakings will be required from Clients and underlying Fund investors relating to their investment and status. Funds are not available to the general public and Generation US does not make, or propose to make, a public offering of securities in funds managed by it. As a result, among those representations will be undertakings from investors that they are qualified to purchase interests in the Funds pursuant to an exemption from the registration requirements set out in the Investment Company Act of 1940, as amended, and the rules thereunder (the “Investment Company Act”). As of December 31, 2023, Generation US advised approximately $15.4 billion of Client assets on a discretionary basis, and together with Generation UK, both advisers managed approximately $36.1 billion. Generation US does not manage any assets on a non-discretionary basis. Generation UK has an additional $10.9 billion assets under supervision.