11 Sustainability Report 2021 Introduction INTRODUCTION In the past year, we achieved meaningful outcomes across a number of key initiatives: $3B+ Deployed in 2021 through our Urban Investment Group, lending and investing in underserved places and people through real estate projects, social enterprises, and lending facilities for small businesses 1,172 Updated our US proxy voting policy to consider director race, ethnicity, and sexual orientation, as well as gender — we voted against directors at 1,172 companies in 2021 due to lack of board diversity 2030 Committed to achieving net zero emissions in our operations and supply chain by 2030 2050 Committed to aligning our business with a net zero by 2050 pathway and shared an initial set of sectoral goals for 2030 $2.2B In January 2021, led Shoals Technology’s IPO, the largest-ever US-listed IPO in the renewables sector 150+ Corporate clients engaged across 12 industry groups through our cross-firm Decarbonization offering 1,000+ Released the Marquee Carbon Portfolio Analytics tool to help clients measure and manage their carbon emissions exposure across their equities and credit portfolios, with more than 1,000 unique users in the first months of launch $1B Global thematic environmental equity- focused strategies topped $1 billion Assets Under Supervision (AUS) in 2021 ~1,800 Transactions reviewed for environmental and social risk $10B Commitment in direct investment capital and $100 million in philanthropic capital over the next decade to address opportunity gaps for at least one million Black women, as part of our One Million Black Women initiative $1B+ Raised to date from Loop Money Market Funds, which shares 10% of net revenues to fund programs focused on housing and education $19M Investment in Wonderschool, a Black- led innovative child care technology company

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