SRI Fund List

Socially Responsible Funds

Socially Responsible Investing is any general investing strategy that considers not only traditional measures of risk and return, but environmental, social, and corporate governance (ESG) factors as well. This list is derived using the Morningstar, Inc.®1 “Sustainable Investment - Overall” data point attribute.

Allocation Mutual Funds World Allocation AllianzGI Global Allocation A | PALAX Allocation--30% to 50% Equity AllianzGI Global Allocation C | PALCX Calvert Conservative Allocation A | CCLAX AllianzGI Global Allocation Instl | PALLX Calvert Conservative Allocation C | CALCX AllianzGI Global Allocation R6 | AGASX Calvert Conservative Allocation I | CFAIX Appleseed Institutional | APPIX Eventide Multi-Asset Income C | ETCMX Appleseed Investor | APPLX Eventide Multi-Asset Income I | ETIMX Eventide Multi-Asset Income N | ETNMX Alternative Mutual Funds Allocation--50% to 70% Equity Multialternative 1919 Socially Responsive Balanced A | SSIAX CCM Alternative Income Institutional | CCMNX 1919 Socially Responsive Balanced C | SESLX

Socially Responsible Mutual Funds and ETFs current as of 5/26/2020. Foreign Large Growth Invesco Water Resources ETF | PHO WisdomTree International ESG | RESD Invesco WilderHill Clean Energy ETF | PBW iShares Global Clean Energy ETF | ICLN Foreign Large Value VanEck Vectors Low Carbon Energy ETF | SMOG Columbia Sustainable Intl Eq Inc ETF | ESGN Natural Resources Industrials Amplify Advcd Btty Mtls and Matrls ETF | BATT VanEck Vectors Environmental Svcs ETF | EVX Tortoise Global Water ESG | TBLU Large Blend Small Blend Change Finance US LgCp FossilFuel Fr ETF | CHGX iShares ESG MSCI USA Small-Cap ETF | ESML ClearBridge Dividend Strategy ESG ETF | YLDE Nuveen ESG Small-Cap ETF | NUSC Direxion MSCI USA ESG Ldrs vs Lggds ETF | ESNG FlexShares STOXX US ESG Impact ETF | ESG Technology Global X Conscious Companies ETF | KRMA ARK Fintech Innovation ETF | ARKF Goldman Sachs JUST US Large Cap Eq ETF | JUST Utilities Impact Shares NAACP Minority Empwrmt ETF | NACP First Trust EIP Carbon Impact ETF | ECLN Impact Shares YWCA Women's Empwrmt ETF | WOMN World Large Stock IQ Candriam ESG US Equity ETF | IQSU FlexShares STOXX Glbl ESG Impact ETF | ESGG iShares ESG MSCI USA ETF | ESGU iShares MSCI ACWI Low Carbon Target ETF | CRBN iShares ESG MSCI USA Leaders ETF | SUSL iShares MSCI Global Impact ETF | SDG iShares MSCI KLD 400 Social ETF | DSI SPDR® MSCI ACWI Low Carbon Target ETF | LOWC iShares MSCI USA ESG Select ETF | SUSA

2 Socially Responsible Mutual Funds and ETFs current as of 5/26/2020. Equity Energy ClearBridge International Growth FI | LMGFX AlphaCentric Energy Income I | AEIIX ClearBridge International Growth I | LMGNX Tortoise Energy Evolution A | TOPTX ClearBridge International Growth IS | LMGPX Tortoise Energy Evolution C | TOPCX JHancock ESG International Equity I | JTQIX Tortoise Energy Evolution Instl | TOPIX Martin Currie International Uncons Eq A | LUFIX Martin Currie International Uncons Eq IS | LUISX Europe Stock Morgan Stanley Europe Opportunity A | EUGAX Foreign Large Value Morgan Stanley Europe Opportunity I | EUGDX ClearBridge International Value A | SBIEX Morgan Stanley Europe Opportunity L | EUGCX ClearBridge International Value C | SBICX ClearBridge International Value I | SBIYX Foreign Large Blend ClearBridge International Value IS | LSIUX Calvert International Equity A | CWVGX Domini Impact International Equity A | DOMAX Calvert International Equity C | CWVCX Domini Impact International Equity Instl | DOMOX Calvert International Equity I | CWVIX Domini Impact International Equity Inv | DOMIX Calvert International Responsible Idx A | CDHAX Domini Impact International Equity Y | DOMYX Calvert International Responsible Idx I | CDHIX Hartford Schroders Intl Multi-Cp Val A | SIDVX DFA Intl Sustainability Core 1 | DFSPX Hartford Schroders Intl Multi-Cp Val C | HFYCX DWS ESG International Core Eq A | DURAX Hartford Schroders Intl Multi-Cp Val F | HFYFX DWS ESG International Core Eq S | DURSX Hartford Schroders Intl Multi-Cp Val I | SIDNX Fidelity® Intl Sustainability Idx | FNIDX Hartford Schroders Intl Multi-Cp Val R5 | HFYTX Goldman Sachs International Eq ESG A | GSIFX Hartford Schroders Intl Multi-Cp Val SDR | SIDRX Goldman Sachs International Eq ESG C | GSICX Hartford Schroders Intl Multi-Cp Val Y | HFYYX Goldman Sachs International Eq ESG Instl | GSIEX Goldman Sachs International Eq ESG P | GTFPX Foreign Small/Mid Growth Green Century MSCI Intl Indx Indvl Inv | GCINX Calvert International Opportunities A | CIOAX Green Century MSCI Intl Indx Instl | GCIFX Calvert International Opportunities C | COICX Hartford Schroders International Stk A | SCVEX Calvert International Opportunities I | COIIX Hartford Schroders International Stk C | HSWCX Segall Bryant & Hamill Fdml Int'lSmCpRet | WTIFX Hartford Schroders International Stk F | HSWFX Segall Bryant & Hamill FdmlInt'lSmCpInst | WIIFX Hartford Schroders International Stk I | SCIEX Foreign Small/Mid Value Hartford Schroders International Stk Y | HSWYX ClearBridge International Sm Cap A | LCOAX Knights of Columbus International Eq I | KCIIX ClearBridge International Sm Cap I | LCOIX Mirova International Sustainable Eq A | MRVAX ClearBridge International Sm Cap IS | CBISX Pax MSCI EAFE ESG Leaders Index Indv Inv | PXINX Guinness Atkinson Alternative Energy | GAAEX Pax MSCI EAFE ESG Leaders Index Instl | PXNIX Praxis International Index A | MPLAX Global Real Estate Praxis International Index I | MPLIX Morgan Stanley Inst Global Real Est A | MRLBX Thornburg Better World International A | TBWAX Morgan Stanley Inst Global Real Est I | MRLAX Thornburg Better World International I | TBWIX Morgan Stanley Inst Intl Rl Est A | IERBX TIAA-CREF Social Choice Intl Eq Instl | TSONX Morgan Stanley Inst Intl Rl Est I | MSUAX TIAA-CREF Social Choice Intl Eq Retail | TSORX REMS International Rl Estt Val-Opp Fndrs | REIFX Touchstone International ESG Equity A | TPYAX Vert Global Sustainable Real Estate Inst | VGSRX Touchstone International ESG Equity C | TPYCX Health Touchstone International ESG Equity Y | TPYYX Eventide Healthcare & Life Sciences A | ETAHX UBS International Sustainable Equity A | BNIEX Eventide Healthcare & Life Sciences C | ETCHX UBS International Sustainable Equity P | BNUEX Eventide Healthcare & Life Sciences I | ETIHX WCM Focused ESG International Ins | WCMMX Eventide Healthcare & Life Sciences N | ETNHX Foreign Large Growth Industrials AB Sustainable Intl Thematic A | AWPAX Fidelity® Select Envir and Alt Engy Port | FSLEX AB Sustainable Intl Thematic Advisor | AWPYX Infrastructure AB Sustainable Intl Thematic C | AWPCX ClearBridge Global Infrastructure Inc A | RGAVX AB Sustainable Intl Thematic I | AWPIX ClearBridge Global Infrastructure Inc I | RGIVX Boston Common ESG Impact Intl | BCAIX ClearBridge Global Infrastructure Inc IS | RGSVX ClearBridge International Growth A | LGGAX Morgan Stanley Inst Glbl Infras A | MTIPX ClearBridge International Growth C | LMGTX Morgan Stanley Inst Glbl Infras I | MTIIX

7 Socially Responsible Mutual Funds and ETFs current as of 5/26/2020. Muni National Long PIMCO Low Duration ESG Institutional | PLDIX Columbia US Social Bond A | CONAX TIAA-CREF Short Duration Impact Bd Instl | TSDJX Columbia US Social Bond Inst2 | COVNX Ultrashort Bond Non-traditional Bond Calvert Ultra-Short Duration Income A | CULAX Calvert Flexible Bond Fund Class A | CUBAX Calvert Ultra-Short Duration Income I | CULIX Calvert Flexible Bond Fund Class I | CUBIX Calvert Ultra-Short Duration Income R6 | CULRX Short-Term Bond World Bond Angel Oak Financials Income Class A | ANFLX Mirova Global Green Bond A | MGGAX Angel Oak Financials Income Ins Class | ANFIX Mirova Global Green Bond Y | MGGYX Calvert Short Duration Income A | CSDAX Saturna Sustainable Bond | SEBFX Calvert Short Duration Income C | CDICX World Bond-USD Hedged Calvert Short Duration Income I | CDSIX DFA Global Sustainability Fixed Inc Ins | DGSFX Eventide Limited-Term Bond A | ETABX DWS ESG Global Bond A | SZGAX Eventide Limited-Term Bond I | ETIBX DWS ESG Global Bond S | SSTGX Eventide Limited-Term Bond N | ETNBX

Knights of Columbus Limited Duration I | KCLIX

Morgan Stanley Inst Short Dur Inc A | MLDAX

Morgan Stanley Inst Short Dur Inc I | MPLDX

PIMCO Low Duration ESG I2 | PLUPX

Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose Value

Investors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can obtain a prospectus by calling Schwab at 1-800-435-4000. Please read it carefully before investing.

Investment value will fluctuate and shares, when redeemed, may be worth more or less than their original cost. Unlike mutual funds, shares of ETFs are not individually redeemable directly with the ETF. Shares of ETFs are bought and sold at market price, which may be higher or lower than the net asset value (NAV). Socially screened funds exclude certain investments and therefore may not be able to take advantage of the same opportunities or market trends as funds that do not use social screens. Sector funds are not typically diversified and focus investments on companies involved in a specific sector. The fund may involve a greater degree of risk than an investment in other funds with greater diversification.

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment, legal, or tax advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. Charles Schwab & Co., Inc. utilizes third-party data sources for this list that are believed to be accurate, although we can’t guarantee the accuracy of this data. 1 ©2020 by Morningstar, Inc. All rights reserved. The information contained herein is the proprietary information of Morningstar, Inc., and may not be copied or redistributed for any purpose and may only be used for non-commercial, personal purposes. The information contained herein is not represented or warranted to be accurate, correct, complete or timely. Morningstar, Inc. shall not be responsible for investment decisions, damages or other losses resulting from use of this information. Past performance is no guarantee of future performance. Morningstar, Inc. has not granted consent for it to be considered or deemed an "expert" under the Securities Act of 1933. ©2020 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. 0620-0LZJ (06/20)

8 Socially Responsible Mutual Funds and ETFs current as of 5/26/2020.