Environmental, Social, and Corporate Governance - John Mousseau

Environmental, Social, and Corporate Governance with Rowan University 10-14-22

ESG 1-year Return: S&P U.S. Municipal Green Bond Index vs. S&P Municipal Bond Index One Sarasota Tower: 2 N. Tamiami Trail, Ste 303 Sarasota, FL 34236 | T: 800.257.7013 Scource: Bloomberg S&P Municipal Bond Index S&P U.S. Municipal Green Bond Index

ESG 2-year Return: S&P U.S. Municipal Green Bond Index vs. S&P Municipal Bond Index One Sarasota Tower: 2 N. Tamiami Trail, Ste 303 Sarasota, FL 34236 | T: 800.257.7013 Scource: Bloomberg S&P Municipal Bond Index S&P U.S. Municipal Green Bond Index

ESG 3-year Return: S&P U.S. Municipal Green Bond Index vs. S&P Municipal Bond Index One Sarasota Tower: 2 N. Tamiami Trail, Ste 303 Sarasota, FL 34236 | T: 800.257.7013 Scource: Bloomberg S&P Municipal Bond Index S&P U.S. Municipal Green Bond Index

Index Performance: S&P U.S. Municipal Green Bond Index vs. S&P Municipal Bond Index, YTD One Sarasota Tower: 2 N. Tamiami Trail, Ste 303 Sarasota, FL 34236 | T: 800.257.7013 Scource: Bloomberg S&P Municipal Bond Index S&P U.S. Municipal Green Bond Index

Index Performance: S&P U.S. Municipal Green Bond Index vs. S&P Municipal Bond Index, Since August. One Sarasota Tower: 2 N. Tamiami Trail, Ste 303 Sarasota, FL 34236 | T: 800.257.7013 Scource: Bloomberg S&P Municipal Bond Index S&P U.S. Municipal Green Bond Index

Does It Pay To Be Green? One Sarasota Tower: 2 N. Tamiami Trail, Ste 303 Sarasota, FL 34236 | T: 800.257.7013 Scource: Bloomberg INDEX PERFORMANCE As of 10/3/2022 *Not Annualized* 1 YEAR 2 YEAR 3 YEAR S&P US MUNICIPAL GREEN BOND INDEX TOTAL RETURN Indexlaunched January11, 2019 - 13.69% - 9.27% - 8.61% S&P MUNICIPLBOND INDEX TOTAL RETURN - 10.57% - 8.07% - 5.01%

Disclosure

All material presented is compiled from sources believed to be reliable. However, accuracy cannot be guaranteed. Past performance is no guarantee of future results.All investments involve risk including loss of principal. Fixed income investments are subject to interest rate and credit risk.

One Sarasota Tower: 2 N. Tamiami Trail, Ste 303 Sarasota, FL 34236 | T: 800.257.7013

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