Zevin Asset Management, LLC (ZAM) is an independent investment advisor managing portfolios of individual securities for individual and institutional clients. On behalf of our clients, we purchase and sell securities that US investors have access to in various different countries in the world. We started our business in 1997 and we use a unique investment process (see more information about our investment style and approach in Item 8). We specialize in providing services to investors who wish to pursue a socially responsible investment strategy. Accounts are managed on a customized basis according to the financial and non-financial criteria provided to us by each client. While we use a “default” set of environmental, social and governance criteria for clients who don’t provide us with specific criteria (more information is provided about this under Item 8), we can accommodate many specific non-financial criteria that a client might request. The portfolio managers work with the objectives, criteria and constraints provided by each client and construct portfolios in an attempt to match each client’s specific objectives and constraints with their overall portfolio profile. We also participate in a model manager program offered by Goldman Sachs (formerly Folio Institutional). This could be considered a “wrap” fee program by some investors, although it does not meet some definitions of a “wrap” program since our fees are charged and collected by Goldman Sachs separately from their own fees. Under this program, investors can subscribe (with our permission) to one of five strategies that we manage at Goldman Sachs: the Global Appreciation model, the Zevin SRI Global Appreciation model, the Global Appreciation with Income model, the Zevin SRI Global Appreciation with Income model, the Global Equity model, as well as the Zevin SRI Global Equity model. Once subscribed, investors automatically buy, sell and own the same securities that are held in the model portfolio at the same percentage levels that are held in the model portfolio. Client

portfolios using the model manager program at Goldman Sachs have only limited customization for specific financial and nonfinancial constraints, and clients using the model manager program are not able to purchase foreign securities or individual bonds as we typically purchase for our customized clients. Clients using the model manager program are not subject to the minimum fee levels or minimum asset levels specified for our customized management portfolios. We also participate in similarly structured programs offered by Envestnet, Pershing Investments (Lockwood) and Charles Schwab (Marketplace). As part of our portfolio management services, clients may receive additional consulting and financial planning services, including but not limited to tax planning, philanthropic planning, retirement planning, as well as interaction with client accountants and estate planners. Unless agreed otherwise, these services will not incur additional fees. Our business is organized as a Limited Liability Company. Jennifer Kelley, Chief Operations Officer, Chief Compliance Officer and a member of the Board of Managers, is an owner of 29.4% of Common Membership Units and is a principal owner and control person. Sonia Kowal, President and a member of the Board of Managers, is an owner of 20.6% of Common Membership Units and is a control person. Philip Hergel, Senior Quantitative Analyst is an owner of 20.9% of Common Membership Units. Steven Dray, Senior Portfolio Manager, Chief Investment Officer and a member of the Board of Managers, is an owner of 12.1% of Common Membership Units and is a control person. Jane Li, Portfolio Manager, is an owner of 5.2% At December 31, 2023, ZAM had approximately $787.8 million in assets under management for all discretionary and non-discretionary accounts, with the following breakdown. U.S. Dollar Amount Total Number of Accounts Discretionary: $784.7 million 638 Non-Discretionary: $3.1 million 2 Total: $787.8 million 640