GreenPortfolio is an investment adviser registered with the United States Securities and Exchange Commission (“SEC”) and is a corporation formed under the laws of the State of Delaware. Bonnie Gurry is the Chief Executive Officer (CEO) and owns 50% of GreenPortfolio. Elizabeth Landau is the Chief Compliance Officer (CCO) of GreenPortfolio and owns 50% of GreenPortfolio. Introduction The investment advisory services of GreenPortfolio are limited to providing investment advice to you by scoring your investment portfolio and financial providers from a climate perspective and by recommending you to third-party investment adviser(s) who can assist with your climate objectives related to your investment portfolio. Our services and advice are provided exclusively through our interactive websites at https://greenportfolio.com/ and https://mygreenportfolio.com/. Description of Advisory Services The following are descriptions of the primary services of GreenPortfolio. Please understand that you must consent to our terms of service, which details the exact terms of the service, before you become a client and we can provide you the services described below. Climate Scoring of Investment Portfolio – Under this service, you will utilize GreenPortfolio’s online tool on our website to assess common publicly traded securities for climate impact utilizing GreenPortfolio’s algorithms. This service does not include speaking with an employee of GreenPortfolio; our climate scoring service is provided exclusively through our interactive website. While GreenPortfolio’s algorithms take a variety of factors into account when determining climate impact, for publicly traded companies one of the most important considerations relates to the estimated carbon intensity of the company’s business practices. This assessment can also provide a general understanding of what percentage of your investments are with companies in activities such as oil, gas, or coal extraction. For banks and other similar financial institutions, GreenPortfolio examines the overall business practices of the company to determine their climate score. GreenPortfolio scoring does not evaluate the financial performance, earnings potential, stock price, or other characteristics of publicly traded companies or funds. Although GreenPortfolio is performing an investment analysis from a climate perspective, GreenPortfolio’s climate scoring is not a specific recommendation of any particular financial product for you or your particular financial goals, and you should not make any investment decision solely based upon such scoring. Additionally, this service is not a substitute for working one-on-one with a third-party investment adviser who can provide detailed investment analysis and tailored advice based upon your objectives and financial circumstances. For additional information about the limitations and risks of our climate scoring service, please refer to Item 8 of this disclosure brochure. GreenPortfolio does not charge for this service. The financial and personal data you provide to GreenPortfolio to perform a climate assessment may also be used by us to recommend third-party investment adviser(s) to you in accordance with the terms of our privacy policy. Third-Party Investment Advisors – GreenPortfolio allows you to utilize a software-based algorithm and applications accessed through our websites at https://greenportfolio.com/ and https://mygreenportfolio.com/ which recommends one or more third-party investment advisers who can assist you with your climate objectives based on personal information such as, but not limited to your age, GreenPortfolio Inc. Page 5 Form ADV Part 2A Firm Brochure occupation, marital status, income, net worth, financial situation, investment experience, investment objectives, risk tolerance, time horizon and investment restrictions. Please see Item 8 - Methods of Analysis, Investment Strategies and Risk of Loss for details about the method, analysis and limitations underlying our recommendation. During our engagement, we will provide electronic tools and resources on our interactive website for assisting you in making your decision to select an investment adviser. Through our website, we will invite you to schedule an introductory meeting with one or all of the third- party investment adviser(s) with whom we recommend. You are not charged for this initial introductory meeting arranged by GreenPortfolio. Except for facilitating (via our interactive website) your introductory meeting with a third-party investment adviser, GreenPortfolio does not serve as a communication conduit between you and the third-party investment adviser. You are never obligated or required to work with a third-party investment adviser that is recommended by GreenPortfolio. If you choose to engage a third-party investment adviser recommended by GreenPortfolio, the third-party investment adviser will be responsible for providing you with investment advisory services such as financial planning, investment management, and/or investment consulting services, as agreed upon by you and the third-party investment adviser. All services and fees charged by a third-party investment adviser firm should be detailed and outlined in the written agreement you execute with the third-party investment adviser.

Once you have selected a third-party investment adviser and enter your account information into our system, we will perform a Climate Scoring of your investment portfolio holdings managed by the third- party investment manager on an ongoing basis. Please see the description of the Climate Scoring of Investment Portfolio for further details and exceptions. Additionally, on an ongoing basis, we will provide you an annual due diligence report about certain aspects of your third-party investment adviser. You may request at any time that we recommend an alternative investment adviser. Our third-party investment adviser service is only available through the software-based algorithm and applications on our interactive website, and therefore, you will not be able to speak with or otherwise obtain advisory services directly from our employees. In connection with the recommendation of a third-party investment adviser, GreenPortfolio is paid an ongoing portion of the advisory fee charged by the third-party investment adviser if you engage the third- party investment adviser. Each arrangement between GreenPortfolio and a third-party investment adviser is performed pursuant to a written referral or promoter agreement. GreenPortfolio does not receive any fees directly from you. Please refer to Item 5 – Fees and Compensation for more details. Except for our advice about third-party investment advisers and climate scoring for your portfolio managed by the third-party investment adviser, GreenPortfolio does not provide any other advice about investment strategies, types of investments or specific investments, nor does it prepare financial plans, manage client assets or exercise investment discretion. Moreover, our services do not include reviewing the specific financial plans, investment advice or asset management services provided by the third-party investment adviser. No guarantees can be made by us that your financial goals or objectives will be achieved by working with a third-party investment adviser. We enter into only a select number of relationships with third-party investment adviser firms, and such firms are required to pay us for a portion of the advisory fee charged to you by these firms. Therefore, GreenPortfolio has a conflict of interest in that it will only recommend third-party investment advisers that GreenPortfolio Inc. Page 6 Form ADV Part 2A Firm Brochure participate in our program and will agree to compensate us. While GreenPortfolio has a uniform referral rate structure that a recommended third-party investment adviser is required to pay us, the advisory fee structure and actual advisory fee rate charged to a client may vary among the third-party investment advisers recommended by GreenPortfolio. This creates a conflict of interest in that GreenPortfolio has an incentive to recommend a third-party investment adviser that provides GreenPortfolio with a higher amount of compensation due to a third-party investment adviser’s higher advisory fee rate and/or other factors. In light of this conflict of interest and the limited scope of recommendation services, you should carefully review and compare the advisory fee rates and other compensation terms of any third-party investment advisers recommended by GreenPortfolio. You are under no obligation to utilize a third-party investment adviser recommended by GreenPortfolio. Clients are advised that there may be other third-party investment advisers which do not participate in our program that are suitable for a prospective client and that may be less costly than investment advisers recommended by GreenPortfolio. (Please refer to Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss for more details.) If you are unwilling to have your personal and/or financial information provided to the third-party investment advisers in our program, then GreenPortfolio is unable to assist you with a recommendation. Newsletters GreenPortfolio occasionally prepares general, educational and informational newsletters which do not focus on the needs of a specific individual. Specialization GreenPortfolio concentrates on scoring investment portfolios for purposes of climate investing objectives and recommending and monitoring third-party investment advisers who can assist clients who have climate investment objectives. Limits Advice to Certain Types of Investments Other than scoring investment portfolios for climate purposes and recommending third-party investment adviser(s) utilizing its online software, GreenPortfolio does not provide advice on specific investments, types of investments, asset classes or investment strategies. Please refer to Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss for more information. Tailor Advisory Services to Individual Needs of Clients GreenPortfolio’s scoring (via our online software) of publicly held securities for climate purposes is based upon your account’s specific holdings. Likewise, GreenPortfolio’s recommendation of a third-party investment adviser is based upon the individual needs which you disclose through our website utilizing our online software. We will not enter knowingly into an investment adviser relationship with a prospective client whose investment objectives do not include a climate objective and may be considered incompatible with our scoring methodology or the third-party investment adviser which we might recommend. GreenPortfolio Inc. Page 7 Form ADV Part 2A Firm Brochure Client Assets Managed by GreenPortfolio The services of GreenPortfolio do not include managing assets, and consequently, GreenPortfolio has no assets under management to report as of the date of this Brochure.