# EDGAR Filing Document

**Accession Number:** 0001073330
**File Stem:** 0002077096-25-000023
**Filing Date:** 2025-8
**Character Count:** 549904
**Document Hash:** 47529c66c46bbafc0b23511778836e31
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002077096-25-000023.hdr.sgml**: 20250820

**ACCESSION NUMBER**: 0002077096-25-000023

**CONFORMED SUBMISSION TYPE**: PRE 14A

**PUBLIC DOCUMENT COUNT**: 58

**CONFORMED PERIOD OF REPORT**: 20250820

**FILED AS OF DATE**: 20250820

**DATE AS OF CHANGE**: 20250820

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AMCAP FUND
- **CENTRAL INDEX KEY:** 0000004405

**ORGANIZATION NAME:**
- **EIN:** 952482877
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0228

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-01435
- **FILM NUMBER:** 251235760

**BUSINESS ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** AMCAP FUND INC
- **DATE OF NAME CHANGE:** 19920703
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AMERICAN MUTUAL FUND
- **CENTRAL INDEX KEY:** 0000005506

**ORGANIZATION NAME:**
- **EIN:** 956006886
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1031

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-00572
- **FILM NUMBER:** 251235798

**BUSINESS ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** AMERICAN MUTUAL FUND INC
- **DATE OF NAME CHANGE:** 19920703
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** BOND FUND OF AMERICA
- **CENTRAL INDEX KEY:** 0000013075

**ORGANIZATION NAME:**
- **EIN:** 952884967
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-02444
- **FILM NUMBER:** 251235797

**BUSINESS ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** BOND FUND OF AMERICA INC
- **DATE OF NAME CHANGE:** 19920703
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AMERICAN FUNDS FUNDAMENTAL INVESTORS
- **CENTRAL INDEX KEY:** 0000039473

**ORGANIZATION NAME:**
- **EIN:** 221557722
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-00032
- **FILM NUMBER:** 251235816

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** 213-486-9501

**MAIL ADDRESS:**
- **STREET 1:** 333 S HOPE ST -  55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** FUNDAMENTAL INVESTORS INC
- **DATE OF NAME CHANGE:** 19920703
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** GROWTH FUND OF AMERICA
- **CENTRAL INDEX KEY:** 0000044201

**ORGANIZATION NAME:**
- **EIN:** 520792143
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0831

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-00862
- **FILM NUMBER:** 251235773

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** 213-486-9501

**MAIL ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** GROWTH FUND OF AMERICA INC
- **DATE OF NAME CHANGE:** 19920703
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** INCOME FUND OF AMERICA
- **CENTRAL INDEX KEY:** 0000050013

**ORGANIZATION NAME:**
- **EIN:** 060867264
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0731

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-01880
- **FILM NUMBER:** 251235772

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** 213-486-9501

**MAIL ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** INCOME FUND OF AMERICA INC
- **DATE OF NAME CHANGE:** 19920703

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** GREAT COMPANIES OF AMERICA INC
- **DATE OF NAME CHANGE:** 19710427

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** GREENWICH GROWTH FUND INC
- **DATE OF NAME CHANGE:** 19701222
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** TAX EXEMPT BOND FUND OF AMERICA
- **CENTRAL INDEX KEY:** 0000050142

**ORGANIZATION NAME:**
- **EIN:** 953401318
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0731

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-02421
- **FILM NUMBER:** 251235762

**BUSINESS ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** TAX EXEMPT BOND FUND OF AMERICA INC
- **DATE OF NAME CHANGE:** 19920703

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** INDEX FUND OF AMERICA INC
- **DATE OF NAME CHANGE:** 19790819
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** INVESTMENT CO OF AMERICA
- **CENTRAL INDEX KEY:** 0000051931

**ORGANIZATION NAME:**
- **EIN:** 951426645
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-00116
- **FILM NUMBER:** 251235769

**BUSINESS ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** NEW PERSPECTIVE FUND
- **CENTRAL INDEX KEY:** 0000071516

**ORGANIZATION NAME:**
- **EIN:** 952817150
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0930

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-02333
- **FILM NUMBER:** 251235766

**BUSINESS ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** NEW PERSPECTIVE FUND INC
- **DATE OF NAME CHANGE:** 19920703
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** WASHINGTON MUTUAL INVESTORS FUND
- **CENTRAL INDEX KEY:** 0000104865

**ORGANIZATION NAME:**
- **EIN:** 520793788
- **FISCAL YEAR END:** 0430

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-00604
- **FILM NUMBER:** 251235761

**BUSINESS ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL (ZTM)
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** WASHINGTON MUTUAL INVESTORS FUND INC
- **DATE OF NAME CHANGE:** 19920703
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** EUPAC FUND
- **CENTRAL INDEX KEY:** 0000719603

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 0331

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-03734
- **FILM NUMBER:** 251235774

**BUSINESS ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** EUROPACIFIC GROWTH FUND
- **DATE OF NAME CHANGE:** 19920703
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** NEW ECONOMY FUND
- **CENTRAL INDEX KEY:** 0000719608

**ORGANIZATION NAME:**
- **EIN:** 956799669
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1130

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-03735
- **FILM NUMBER:** 251235767

**BUSINESS ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** NEW FRONTIERS FUND
- **DATE OF NAME CHANGE:** 19830622
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AMERICAN FUNDS INCOME SERIES
- **CENTRAL INDEX KEY:** 0000770161

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0831

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-04318
- **FILM NUMBER:** 251235813

**BUSINESS ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AMERICAN FUNDS TAX EXEMPT SERIES II / CA
- **CENTRAL INDEX KEY:** 0000794389

**ORGANIZATION NAME:**
- **EIN:** 954047593
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0731

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-04694
- **FILM NUMBER:** 251235803

**BUSINESS ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** WASHINGTON MUTUAL INVESTORS FUND
- **DATE OF NAME CHANGE:** 20130410

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** AMERICAN FUNDS TAX EXEMPT SERIES II /CA
- **DATE OF NAME CHANGE:** 19920703

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** AMERICAN FUNDS CALIFORNIA TAX EXEMPT SERIES
- **DATE OF NAME CHANGE:** 19861026
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** EMERGING MARKETS EQUITIES FUND INC
- **CENTRAL INDEX KEY:** 0000794458

**ORGANIZATION NAME:**
- **EIN:** 954026510
- **STATE OF INCORPORATION:** MD
- **FISCAL YEAR END:** 0630

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-04692
- **FILM NUMBER:** 251235775

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** 310-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** EMERGING MARKETS GROWTH FUND INC
- **DATE OF NAME CHANGE:** 19920703
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** CAPITAL INCOME BUILDER
- **CENTRAL INDEX KEY:** 0000811968

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1031

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-05085
- **FILM NUMBER:** 251235778

**BUSINESS ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** CAPITAL INCOME BUILDER INC
- **DATE OF NAME CHANGE:** 19920703

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** CAPITAL INCOME BUILDER FUND
- **DATE OF NAME CHANGE:** 19870628
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** CAPITAL WORLD BOND FUND
- **CENTRAL INDEX KEY:** 0000812303

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-05104
- **FILM NUMBER:** 251235777

**BUSINESS ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** CAPITAL WORLD BOND FUND INC
- **DATE OF NAME CHANGE:** 19920703
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AMERICAN HIGH INCOME TRUST
- **CENTRAL INDEX KEY:** 0000823620

**ORGANIZATION NAME:**
- **EIN:** 956872063
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0930

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-05364
- **FILM NUMBER:** 251235800

**BUSINESS ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** INTERMEDIATE BOND FUND OF AMERICA
- **CENTRAL INDEX KEY:** 0000826813

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0831

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-05446
- **FILM NUMBER:** 251235771

**BUSINESS ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND
- **CENTRAL INDEX KEY:** 0000845376

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0731

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-05750
- **FILM NUMBER:** 251235806

**BUSINESS ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** TAX EXEMPT MONEY FUND OF AMERICA
- **DATE OF NAME CHANGE:** 19920703
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SMALLCAP WORLD FUND INC
- **CENTRAL INDEX KEY:** 0000858744

**ORGANIZATION NAME:**
- **EIN:** 954253845
- **FISCAL YEAR END:** 0930

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-05888
- **FILM NUMBER:** 251235763

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** 213-486-9501

**MAIL ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** SMALLCAP FUND INC
- **DATE OF NAME CHANGE:** 19900205
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** CAPITAL WORLD GROWTH & INCOME FUND
- **CENTRAL INDEX KEY:** 0000894005

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1130

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-07338
- **FILM NUMBER:** 251235776

**BUSINESS ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** CAPITAL WORLD GROWTH & INCOME FUND INC
- **DATE OF NAME CHANGE:** 19930714
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA
- **CENTRAL INDEX KEY:** 0000909427

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0731

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-07888
- **FILM NUMBER:** 251235768

**BUSINESS ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** INTERMEDIATE TAX EXEMPT BOND FUND OF AMERICA
- **DATE OF NAME CHANGE:** 19930720
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AMERICAN HIGH-INCOME MUNICIPAL BOND FUND
- **CENTRAL INDEX KEY:** 0000925950

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0731

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-08576
- **FILM NUMBER:** 251235799

**BUSINESS ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** AMERICAN HIGH-INCOME MUNICIPAL BOND FUND, INC
- **DATE OF NAME CHANGE:** 20050725

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** AMERICAN HIGH INCOME MUNICIPAL BOND FUND INC
- **DATE OF NAME CHANGE:** 19940624
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** NEW WORLD FUND INC
- **CENTRAL INDEX KEY:** 0001073330

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** MD
- **FISCAL YEAR END:** 1031

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-09105
- **FILM NUMBER:** 251235765

**BUSINESS ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** NEW WORLD FUND INC /CA
- **DATE OF NAME CHANGE:** 19990305

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** CAPITAL WORLD OPPORTUNITIES FUND
- **DATE OF NAME CHANGE:** 19981110
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Short-Term Bond Fund of America
- **CENTRAL INDEX KEY:** 0001368040

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-21928
- **FILM NUMBER:** 251235764

**BUSINESS ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** American Funds Target Date Retirement Series
- **CENTRAL INDEX KEY:** 0001380175

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1031

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-21981
- **FILM NUMBER:** 251235804

**BUSINESS ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FL
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** American Funds Target Retirement Series
- **DATE OF NAME CHANGE:** 20061103
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** INTERNATIONAL GROWTH & INCOME FUND
- **CENTRAL INDEX KEY:** 0001439297

**ORGANIZATION NAME:**
- **EIN:** 262949731
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0630

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-22215
- **FILM NUMBER:** 251235770

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** 213-486-9501

**MAIL ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** International Growth & Income Fund, Inc.
- **DATE OF NAME CHANGE:** 20080707
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** American Funds U.S. Government Money Market Fund
- **CENTRAL INDEX KEY:** 0001454975

**ORGANIZATION NAME:**
- **EIN:** 000000000

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-22277
- **FILM NUMBER:** 251235801

**BUSINESS ADDRESS:**
- **STREET 1:** 333 SOUTH HOPE STREET
- **STREET 2:** 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 SOUTH HOPE STREET
- **STREET 2:** 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** American Funds Money Market Fund
- **DATE OF NAME CHANGE:** 20090129
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS
- **CENTRAL INDEX KEY:** 0001474365

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1031

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-22349
- **FILM NUMBER:** 251235780

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 SOUTH HOPE STREET
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** CAPITAL PRIVATE CLIENT SERVICES FUNDS
- **DATE OF NAME CHANGE:** 20100323

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** PERSONAL INVESTMENT MANAGEMENT PORTFOLIO SERIES
- **DATE OF NAME CHANGE:** 20091014
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AMERICAN FUNDS MORTGAGE FUND
- **CENTRAL INDEX KEY:** 0001496998

**ORGANIZATION NAME:**
- **EIN:** 273101898
- **FISCAL YEAR END:** 0831

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-22449
- **FILM NUMBER:** 251235810

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** 213-486-9501

**MAIL ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK
- **CENTRAL INDEX KEY:** 0001496999

**ORGANIZATION NAME:**
- **EIN:** 273101752
- **FISCAL YEAR END:** 0731

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-22448
- **FILM NUMBER:** 251235802

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** 213-486-9501

**MAIL ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AMERICAN FUNDS GLOBAL BALANCED FUND
- **CENTRAL INDEX KEY:** 0001505612

**ORGANIZATION NAME:**
- **EIN:** 273892876
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1031

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-22496
- **FILM NUMBER:** 251235815

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** 213-486-9501

**MAIL ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AMERICAN FUNDS PORTFOLIO SERIES
- **CENTRAL INDEX KEY:** 0001537151

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-22656
- **FILM NUMBER:** 251235808

**BUSINESS ADDRESS:**
- **STREET 1:** 333 S HOPE STREET
- **STREET 2:** 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 S HOPE STREET
- **STREET 2:** 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** AMERICAN FUNDS PORTFOLIO RESOURCES
- **DATE OF NAME CHANGE:** 20111214
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AMERICAN FUNDS COLLEGE TARGET DATE SERIES
- **CENTRAL INDEX KEY:** 0001547011

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-22692
- **FILM NUMBER:** 251235820

**BUSINESS ADDRESS:**
- **STREET 1:** 333 SOUTH HOPE STREET, 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 SOUTH HOPE STREET, 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** AMERICAN FUNDS COLLEGE SAVINGS SERIES
- **DATE OF NAME CHANGE:** 20120410
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AMERICAN FUNDS CORPORATE BOND FUND
- **CENTRAL INDEX KEY:** 0001553195

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-22744
- **FILM NUMBER:** 251235819

**BUSINESS ADDRESS:**
- **STREET 1:** 333 SOUTH HOPE STREET, 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 SOUTH HOPE STREET, 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AMERICAN FUNDS INFLATION LINKED BOND FUND
- **CENTRAL INDEX KEY:** 0001553197

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1130

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-22746
- **FILM NUMBER:** 251235812

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618-4518
- **BUSINESS PHONE:** 800-421-4225

**MAIL ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618-4518
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND
- **CENTRAL INDEX KEY:** 0001584433

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1130

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-22881
- **FILM NUMBER:** 251235818

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** 866-421-2166

**MAIL ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** American Funds Retirement Income Portfolio Series
- **CENTRAL INDEX KEY:** 0001640102

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1031

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-23053
- **FILM NUMBER:** 251235807

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 SOUTH HOPE STREET 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AMERICAN FUNDS STRATEGIC BOND FUND
- **CENTRAL INDEX KEY:** 0001655146

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-23101
- **FILM NUMBER:** 251235805

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 SOUTH HOPE STREET 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** American Funds Emerging Markets Bond Fund
- **CENTRAL INDEX KEY:** 0001660935

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-23122
- **FILM NUMBER:** 251235817

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 SOUTH HOPE STREET 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Capital Group Central Fund Series
- **CENTRAL INDEX KEY:** 0001757150

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1031

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-23391
- **FILM NUMBER:** 251235796

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 SOUTH HOPE STREET, 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Capital Group Central Fund Series (Capital Group Central Cash Fund)
- **DATE OF NAME CHANGE:** 20181102

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Capital Group Central Fund Series - Capital Group Central Cash Fund
- **DATE OF NAME CHANGE:** 20181025
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** American Funds Multi-Sector Income Fund
- **CENTRAL INDEX KEY:** 0001761673

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-23409
- **FILM NUMBER:** 251235809

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 SOUTH HOPE STREET, 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** American Funds International Vantage Fund
- **CENTRAL INDEX KEY:** 0001785336

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1031

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-23467
- **FILM NUMBER:** 251235811

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 SOUTH HOPE STREET
- **STREET 2:** 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** American Funds Global Insight Fund
- **CENTRAL INDEX KEY:** 0001785347

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1031

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-23468
- **FILM NUMBER:** 251235814

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 SOUTH HOPE STREET
- **STREET 2:** 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Capital Group U.S. Equity Fund
- **CENTRAL INDEX KEY:** 0001785360

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1031

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-23469
- **FILM NUMBER:** 251235779

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 SOUTH HOPE STREET
- **STREET 2:** 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Capital Group Central Fund Series II
- **CENTRAL INDEX KEY:** 0001841440

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0531

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-23633
- **FILM NUMBER:** 251235795

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** (213) 486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 SOUTH HOPE STREET, 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Capital Group Growth ETF
- **CENTRAL INDEX KEY:** 0001869991

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0531

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-23733
- **FILM NUMBER:** 251235785

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** (213) 486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 SOUTH HOPE STREET, 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Capital Group Core Equity ETF
- **CENTRAL INDEX KEY:** 0001870102

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0531

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-23735
- **FILM NUMBER:** 251235791

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** (213) 486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 SOUTH HOPE STREET, 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Capital Group Global Growth Equity ETF
- **CENTRAL INDEX KEY:** 0001870116

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0531

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-23737
- **FILM NUMBER:** 251235786

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** (213) 486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 SOUTH HOPE STREET, 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Capital Group Fixed Income ETF Trust
- **CENTRAL INDEX KEY:** 0001870117

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-23738
- **FILM NUMBER:** 251235788

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** (213) 486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 SOUTH HOPE STREET, 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Capital Group Core Plus Income ETF
- **DATE OF NAME CHANGE:** 20210629
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Capital Group Dividend Value ETF
- **CENTRAL INDEX KEY:** 0001870128

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0531

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-23736
- **FILM NUMBER:** 251235789

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** (213) 486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 SOUTH HOPE STREET, 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Capital Group International Focus Equity ETF
- **CENTRAL INDEX KEY:** 0001870130

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0531

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-23734
- **FILM NUMBER:** 251235782

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** (213) 486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 SOUTH HOPE STREET, 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Capital Group International Equity ETF
- **CENTRAL INDEX KEY:** 0001969445

**ORGANIZATION NAME:**
- **EIN:** 921801850
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0531

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-23865
- **FILM NUMBER:** 251235783

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 SOUTH HOPE STREET
- **STREET 2:** 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Capital Group Dividend Growers ETF
- **CENTRAL INDEX KEY:** 0001969489

**ORGANIZATION NAME:**
- **EIN:** 921732791
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0531

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-23866
- **FILM NUMBER:** 251235790

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 SOUTH HOPE STREET
- **STREET 2:** 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Capital Group World Dividend Growers ETF
- **DATE OF NAME CHANGE:** 20230314
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Capital Group Core Balanced ETF
- **CENTRAL INDEX KEY:** 0001970533

**ORGANIZATION NAME:**
- **EIN:** 922955324
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-23867
- **FILM NUMBER:** 251235792

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 SOUTH HOPE STREET
- **STREET 2:** 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Capital Group Conservative Equity ETF
- **CENTRAL INDEX KEY:** 0002008359

**ORGANIZATION NAME:**
- **EIN:** 934490808
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0531

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-23933
- **FILM NUMBER:** 251235793

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 SOUTH HOPE STREET
- **STREET 2:** 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Capital Group Global Equity ETF
- **CENTRAL INDEX KEY:** 0002008374

**ORGANIZATION NAME:**
- **EIN:** 934504755
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0531

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-23934
- **FILM NUMBER:** 251235787

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 SOUTH HOPE STREET
- **STREET 2:** 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Capital Group International Core Equity ETF
- **CENTRAL INDEX KEY:** 0002008516

**ORGANIZATION NAME:**
- **EIN:** 934490896
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0531

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-23935
- **FILM NUMBER:** 251235784

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 SOUTH HOPE STREET
- **STREET 2:** 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Capital Group New Geography Equity ETF
- **CENTRAL INDEX KEY:** 0002008517

**ORGANIZATION NAME:**
- **EIN:** 934490816
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0531

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-23936
- **FILM NUMBER:** 251235781

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 SOUTH HOPE STREET
- **STREET 2:** 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Capital Group Completion Fund Series
- **CENTRAL INDEX KEY:** 0002020645

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-23959
- **FILM NUMBER:** 251235794

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** 213-486-9200

**MAIL ADDRESS:**
- **STREET 1:** 333 SOUTH HOPE STREET
- **STREET 2:** 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AMERICAN BALANCED FUND
- **CENTRAL INDEX KEY:** 0000004568

**ORGANIZATION NAME:**
- **EIN:** 946050854
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** PRE 14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-00066
- **FILM NUMBER:** 251235821

**BUSINESS ADDRESS:**
- **STREET 1:** 6455 IRVINE CENTER DRIVE
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** 213-486-9501

**MAIL ADDRESS:**
- **STREET 1:** 333 S HOPE ST - 55TH FLOOR
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90071

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** AMERICAN BALANCED FUND INC
- **DATE OF NAME CHANGE:** 19920703

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** AMERICAN EXPRESS INVESTMENT FUND INC
- **DATE OF NAME CHANGE:** 19750729

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** COMMONWEALTH INVESTMENT CO
- **DATE OF NAME CHANGE:** 19710203

## Series and Classes Contracts Data

### AMCAP FUND (Series ID: S000008817)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000024003 | Class A       | AMCPX           |
| C000024004 | Class R-1     | RAFAX           |
| C000024005 | Class R-2     | RAFBX           |
| C000024006 | Class R-3     | RAFCX           |
| C000024007 | Class R-4     | RAFEX           |
| C000024008 | Class R-5     | RAFFX           |
| C000024010 | Class C       | AMPCX           |
| C000024011 | Class F-1     | AMPFX           |
| C000024012 | Class 529-A   | CAFAX           |
| C000024014 | Class 529-C   | CAFCX           |
| C000024015 | Class 529-E   | CAFEX           |
| C000024016 | Class 529-F-1 | CAFFX           |
| C000068557 | Class F-2     | AMCFX           |
| C000076711 | Class R-6     | RAFGX           |
| C000148384 | Class R-2E    | RAEBX           |
| C000164827 | Class R-5E    | RAEFX           |
| C000179992 | Class F-3     | FMACX           |
| C000189472 | Class 529-T   | TACMX           |
| C000189473 | Class T       | TAMCX           |
| C000220528 | Class 529-F-2 | FMMMX           |
| C000220529 | Class 529-F-3 | FMCMX           |

### AMERICAN BALANCED FUND (Series ID: S000008801)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000023937 | Class A       | ABALX           |
| C000023938 | Class R-1     | RLBAX           |
| C000023939 | Class R-2     | RLBBX           |
| C000023940 | Class R-3     | RLBCX           |
| C000023941 | Class R-4     | RLBEX           |
| C000023942 | Class R-5     | RLBFX           |
| C000023944 | Class C       | BALCX           |
| C000023945 | Class F-1     | BALFX           |
| C000023946 | Class 529-A   | CLBAX           |
| C000023948 | Class 529-C   | CLBCX           |
| C000023949 | Class 529-E   | CLBEX           |
| C000023950 | Class 529-F-1 | CLBFX           |
| C000068555 | Class F-2     | AMBFX           |
| C000077860 | Class R-6     | RLBGX           |
| C000148414 | Class R-2E    | RAMHX           |
| C000164818 | Class R-5E    | RLEFX           |
| C000180007 | Class F-3     | AFMBX           |
| C000189521 | Class 529-T   | TAFBX           |
| C000189522 | Class T       | TABFX           |
| C000224633 | Class 529-F-2 | FBAFX           |
| C000224634 | Class 529-F-3 | FBONX           |

### AMERICAN MUTUAL FUND (Series ID: S000008999)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000024449 | Class A       | AMRMX           |
| C000024450 | Class R-1     | RMFAX           |
| C000024451 | Class R-2     | RMFBX           |
| C000024452 | Class R-3     | RMFCX           |
| C000024453 | Class R-4     | RMFEX           |
| C000024454 | Class R-5     | RMFFX           |
| C000024456 | Class C       | AMFCX           |
| C000024457 | Class F-1     | AMFFX           |
| C000024458 | Class 529-A   | CMLAX           |
| C000024460 | Class 529-C   | CMLCX           |
| C000024461 | Class 529-E   | CMLEX           |
| C000024462 | Class 529-F-1 | CMLFX           |
| C000068556 | Class F-2     | AMRFX           |
| C000077851 | Class R-6     | RMFGX           |
| C000148452 | Class R-2E    | RMEBX           |
| C000164809 | Class R-5E    | RMFHX           |
| C000176470 | Class F-3     | AFMFX           |
| C000186124 | Class 529-T   | TAFMX           |
| C000186125 | Class T       | TAMFX           |
| C000190067 | Class 529-F-2 | FFMMX           |
| C000190068 | Class 529-F-3 | FFFMX           |

### BOND FUND OF AMERICA (Series ID: S000009231)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000025097 | Class A       | ABNDX           |
| C000025098 | Class R-1     | RBFAX           |
| C000025099 | Class R-2     | RBFBX           |
| C000025100 | Class R-3     | RBFCX           |
| C000025101 | Class R-4     | RBFEX           |
| C000025102 | Class R-5     | RBFFX           |
| C000025104 | Class C       | BFACX           |
| C000025105 | Class F-1     | BFAFX           |
| C000025106 | Class 529-A   | CFAAX           |
| C000025108 | Class 529-C   | CFACX           |
| C000025109 | Class 529-E   | CFAEX           |
| C000025110 | Class 529-F-1 | CFAFX           |
| C000068564 | Class F-2     | ABNFX           |
| C000077906 | Class R-6     | RBFGX           |
| C000148420 | Class R-2E    | RBEBX           |
| C000164823 | Class R-5E    | RBFHX           |
| C000179983 | Class F-3     | BFFAX           |
| C000189457 | Class 529-T   | TFBFX           |
| C000189458 | Class T       | TBFFX           |
| C000224619 | Class 529-F-2 | FFBOX           |
| C000224620 | Class 529-F-3 | FBOFX           |

### AMERICAN FUNDS FUNDAMENTAL INVESTORS (Series ID: S000009227)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000025050 | Class A       | ANCFX           |
| C000025051 | Class R-1     | RFNAX           |
| C000025052 | Class R-2     | RFNBX           |
| C000025053 | Class R-3     | RFNCX           |
| C000025054 | Class R-4     | RFNEX           |
| C000025055 | Class R-5     | RFNFX           |
| C000025057 | Class C       | AFICX           |
| C000025058 | Class F-1     | AFIFX           |
| C000025059 | Class 529-A   | CFNAX           |
| C000025061 | Class 529-C   | CFNCX           |
| C000025062 | Class 529-E   | CFNEX           |
| C000025063 | Class 529-F-1 | CFNFX           |
| C000068558 | Class F-2     | FINFX           |
| C000077853 | Class R-6     | RFNGX           |
| C000148457 | Class R-2E    | RFEBX           |
| C000164826 | Class R-5E    | RFNHX           |
| C000179985 | Class F-3     | FUNFX           |
| C000189470 | Class 529-T   | TIIIX           |
| C000189471 | Class T       | TFFFX           |
| C000224623 | Class 529-F-2 | FFXFX           |
| C000224624 | Class 529-F-3 | FEEFX           |

### GROWTH FUND OF AMERICA (Series ID: S000009228)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000025064 | Class A       | AGTHX           |
| C000025065 | Class R-1     | RGAAX           |
| C000025066 | Class R-2     | RGABX           |
| C000025067 | Class R-3     | RGACX           |
| C000025068 | Class R-4     | RGAEX           |
| C000025069 | Class R-5     | RGAFX           |
| C000025071 | Class C       | GFACX           |
| C000025072 | Class F-1     | GFAFX           |
| C000025073 | Class 529-A   | CGFAX           |
| C000025075 | Class 529-C   | CGFCX           |
| C000025076 | Class 529-E   | CGFEX           |
| C000025077 | Class 529-F-1 | CGFFX           |
| C000068598 | Class F-2     | GFFFX           |
| C000077891 | Class R-6     | RGAGX           |
| C000148456 | Class R-2E    | RGEBX           |
| C000162626 | Class R-5E    | RGAHX           |
| C000180003 | Class F-3     | GAFFX           |
| C000189486 | Class 529-T   | TAFFX           |
| C000189487 | Class T       | TFGAX           |
| C000224555 | Class 529-F-2 | FAFGX           |
| C000224556 | Class 529-F-3 | FFAFX           |

### INCOME FUND OF AMERICA (Series ID: S000008814)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000023985 | Class A       | AMECX           |
| C000023986 | Class R-1     | RIDAX           |
| C000023987 | Class R-2     | RIDBX           |
| C000023988 | Class R-3     | RIDCX           |
| C000023989 | Class R-4     | RIDEX           |
| C000023990 | Class R-5     | RIDFX           |
| C000023992 | Class C       | IFACX           |
| C000023993 | Class F-1     | IFAFX           |
| C000023994 | Class 529-A   | CIMAX           |
| C000023996 | Class 529-C   | CIMCX           |
| C000023997 | Class 529-E   | CIMEX           |
| C000023998 | Class 529-F-1 | CIMFX           |
| C000068581 | Class F-2     | AMEFX           |
| C000077898 | Class R-6     | RIDGX           |
| C000148385 | Class R-2E    | RIEBX           |
| C000164804 | Class R-5E    | RIDHX           |
| C000179951 | Class F-3     | FIFAX           |
| C000189427 | Class 529-T   | TFAAX           |
| C000189428 | Class T       | TIAFX           |
| C000223653 | Class 529-F-2 | FAIFX           |
| C000223654 | Class 529-F-3 | FFIFX           |

### TAX EXEMPT BOND FUND OF AMERICA (Series ID: S000009238)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000025165 | Class A      | AFTEX           |
| C000025167 | Class C      | TEBCX           |
| C000025168 | Class F-1    | AFTFX           |
| C000068567 | Class F-2    | TEAFX           |
| C000114839 | Class R-6    |  |
| C000179997 | Class F-3    | TFEBX           |
| C000189434 | Class T      | TLLLX           |

### INVESTMENT CO OF AMERICA (Series ID: S000009597)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000026214 | Class A       | AIVSX           |
| C000026215 | Class R-1     | RICAX           |
| C000026216 | Class R-2     | RICBX           |
| C000026217 | Class R-3     | RICCX           |
| C000026218 | Class R-4     | RICEX           |
| C000026219 | Class R-5     | RICFX           |
| C000026221 | Class C       | AICCX           |
| C000026222 | Class F-1     | AICFX           |
| C000026223 | Class 529-A   | CICAX           |
| C000026225 | Class 529-C   | CICCX           |
| C000026226 | Class 529-E   | CICEX           |
| C000026227 | Class 529-F-1 | CICFX           |
| C000068572 | Class F-2     | ICAFX           |
| C000077857 | Class R-6     | RICGX           |
| C000148444 | Class R-2E    | RIBEX           |
| C000164820 | Class R-5E    | RICHX           |
| C000180008 | Class F-3     | FFICX           |
| C000189430 | Class 529-T   | TIACX           |
| C000189431 | Class T       | TICAX           |
| C000224625 | Class 529-F-2 | FCIAX           |
| C000224626 | Class 529-F-3 | FAOOX           |

### NEW PERSPECTIVE FUND (Series ID: S000009613)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000026302 | Class A       | ANWPX           |
| C000026303 | Class R-1     | RNPAX           |
| C000026304 | Class R-2     | RNPBX           |
| C000026305 | Class R-3     | RNPCX           |
| C000026306 | Class R-4     | RNPEX           |
| C000026307 | Class R-5     | RNPFX           |
| C000026309 | Class C       | NPFCX           |
| C000026310 | Class F-1     | NPFFX           |
| C000026311 | Class 529-A   | CNPAX           |
| C000026313 | Class 529-C   | CNPCX           |
| C000026314 | Class 529-E   | CNPEX           |
| C000026315 | Class 529-F-1 | CNPFX           |
| C000068573 | Class F-2     | ANWFX           |
| C000077905 | Class R-6     | RNPGX           |
| C000148419 | Class R-2E    | RPEBX           |
| C000164815 | Class R-5E    | RNPHX           |
| C000180004 | Class F-3     | FNPFX           |
| C000189490 | Class 529-T   | TPNFX           |
| C000189491 | Class T       | TNPFX           |
| C000224591 | Class 529-F-2 | FFPNX           |
| C000224592 | Class 529-F-3 | FNFPX           |

### WASHINGTON MUTUAL INVESTORS FUND (Series ID: S000009388)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000025719 | Class A       | AWSHX           |
| C000025720 | Class R-1     | RWMAX           |
| C000025721 | Class R-2     | RWMBX           |
| C000025722 | Class R-3     | RWMCX           |
| C000025723 | Class R-4     | RWMEX           |
| C000025724 | Class R-5     | RWMFX           |
| C000025726 | Class C       | WSHCX           |
| C000025727 | Class F-1     | WSHFX           |
| C000025728 | Class 529-A   | CWMAX           |
| C000025730 | Class 529-C   | CWMCX           |
| C000025731 | Class 529-E   | CWMEX           |
| C000025732 | Class 529-F-1 | CWMFX           |
| C000068526 | Class F-2     | WMFFX           |
| C000077924 | R-6           | RWMGX           |
| C000148358 | Class R-2E    | RWEBX           |
| C000164825 | Class R-5E    | RWMHX           |
| C000179991 | Class F-3     | FWMIX           |
| C000189454 | Class 529-T   | TMWMX           |
| C000189455 | Class T       | TWMMX           |
| C000221714 | Class 529-F-2 | FWMMX           |
| C000221715 | Class 529-F-3 | FWWMX           |

### EUPAC FUND (Series ID: S000009618)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000026328 | Class A       | AEPGX           |
| C000026329 | Class R-1     | RERAX           |
| C000026330 | Class R-2     | RERBX           |
| C000026331 | Class R-3     | RERCX           |
| C000026332 | Class R-4     | REREX           |
| C000026333 | Class R-5     | RERFX           |
| C000026335 | Class C       | AEPCX           |
| C000026336 | Class F-1     | AEGFX           |
| C000026337 | Class 529-A   | CEUAX           |
| C000026339 | Class 529-C   | CEUCX           |
| C000026340 | Class 529-E   | CEUEX           |
| C000026341 | Class 529-F-1 | CEUFX           |
| C000066830 | Class F-2     | AEPFX           |
| C000077411 | Class R-6     | RERGX           |
| C000148435 | Class R-2E    | REEBX           |
| C000164824 | Class R-5E    | RERHX           |
| C000179990 | Class F-3     | FEUPX           |
| C000189494 | Class 529-T   | TEUGX           |
| C000189495 | Class T       | TEUPX           |
| C000221169 | Class 529-F-2 | FUEPX           |
| C000221170 | Class 529-F-3 | FEPUX           |

### NEW ECONOMY FUND (Series ID: S000009598)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000026235 | Class A       | ANEFX           |
| C000026236 | Class R-1     | RNGAX           |
| C000026237 | Class R-2     | RNGBX           |
| C000026238 | Class R-3     | RNGCX           |
| C000026239 | Class R-4     | RNGEX           |
| C000026240 | Class R-5     | RNGFX           |
| C000026242 | Class C       | ANFCX           |
| C000026243 | Class F-1     | ANFFX           |
| C000026244 | Class 529-A   | CNGAX           |
| C000026246 | Class 529-C   | CNGCX           |
| C000026247 | Class 529-E   | CNGEX           |
| C000026248 | Class 529-F-1 | CNGFX           |
| C000068559 | Class F-2     | NEFFX           |
| C000077861 | Class R-6     | RNGGX           |
| C000148459 | Class R-2E    | RNNEX           |
| C000164821 | Class R-5E    | RNGHX           |
| C000179981 | Class F-3     | FNEFX           |
| C000189496 | Class 529-T   | TENEX           |
| C000189497 | Class T       | TNEEX           |
| C000224595 | Class 529-F-2 | FNEEX           |
| C000224596 | Class 529-F-3 | FNNEX           |

### U.S. Government Securities Fund (Series ID: S000009235)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000025132 | Class A       | AMUSX           |
| C000025133 | Class R-1     | RGVAX           |
| C000025134 | Class R-2     | RGVBX           |
| C000025135 | Class R-3     | RGVCX           |
| C000025136 | Class R-4     | RGVEX           |
| C000025137 | Class R-5     | RGVFX           |
| C000025139 | Class C       | UGSCX           |
| C000025140 | Class F-1     | UGSFX           |
| C000025141 | Class 529-A   | CGTAX           |
| C000025143 | Class 529-C   | CGTCX           |
| C000025144 | Class 529-E   | CGTEX           |
| C000025145 | Class 529-F-1 | CGTFX           |
| C000068600 | Class F-2     | GVTFX           |
| C000077855 | Class R-6     | RGVGX           |
| C000148357 | Class R-2E    | RGEVX           |
| C000164800 | Class R-5E    | RGVJX           |
| C000179952 | Class F-3     | USGFX           |
| C000189432 | Class 529-T   | TSUGX           |
| C000189433 | Class T       | TUSGX           |
| C000224557 | Class 529-F-2 | FSUGX           |
| C000224558 | Class 529-F-3 | FSUUX           |

### Tax-Exempt Fund of California (Series ID: S000009239)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000025170 | Class A      | TAFTX           |
| C000025172 | Class C      | TECCX           |
| C000025173 | Class F-1    | TECFX           |
| C000068592 | Class F-2    | TEFEX           |
| C000180000 | Class F-3    | EXCAX           |
| C000189456 | Class T      | TTCAX           |

### EMERGING MARKETS EQUITIES FUND, INC (Series ID: S000011439)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000031644 | Class M      | EMRGX           |
| C000192775 | Class F-3    | EMGEX           |
| C000192776 | Class R-6    | REFGX           |
| C000260637 | Class F-2    | EMEEX           |

### CAPITAL INCOME BUILDER (Series ID: S000009000)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000024463 | Class A       | CAIBX           |
| C000024464 | Class R-1     | RIRAX           |
| C000024465 | Class R-2     | RIRBX           |
| C000024466 | Class R-3     | RIRCX           |
| C000024467 | Class R-4     | RIREX           |
| C000024468 | Class R-5     | RIRFX           |
| C000024470 | Class C       | CIBCX           |
| C000024471 | Class F-1     | CIBFX           |
| C000024472 | Class 529-A   | CIRAX           |
| C000024474 | Class 529-C   | CIRCX           |
| C000024475 | Class 529-E   | CIREX           |
| C000024476 | Class 529-F-1 | CIRFX           |
| C000068596 | Class F-2     | CAIFX           |
| C000077881 | Class R-6     | RIRGX           |
| C000148440 | Class R-2E    | RCEEX           |
| C000164810 | Class R-5E    | RIRHX           |
| C000180006 | Class F-3     | CFIHX           |
| C000189418 | Class 529-T   | TCBBX           |
| C000189419 | Class T       | TCIBX           |
| C000224565 | Class 529-F-2 | FBCIX           |
| C000224566 | Class 529-F-3 | FWCBX           |

### CAPITAL WORLD BOND FUND (Series ID: S000009240)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000025175 | Class A       | CWBFX           |
| C000025176 | Class R-1     | RCWAX           |
| C000025177 | Class R-2     | RCWBX           |
| C000025178 | Class R-3     | RCWCX           |
| C000025179 | Class R-4     | RCWEX           |
| C000025180 | Class R-5     | RCWFX           |
| C000025182 | Class C       | CWBCX           |
| C000025183 | Class F-1     | WBFFX           |
| C000025184 | Class 529-A   | CCWAX           |
| C000025186 | Class 529-C   | CCWCX           |
| C000025187 | Class 529-E   | CCWEX           |
| C000025188 | Class 529-F-1 | CCWFX           |
| C000068532 | Class F-2     | BFWFX           |
| C000077921 | Class R-6     | RCWGX           |
| C000148402 | Class R-2E    | RCEBX           |
| C000164817 | Class R-5E    | RCWHX           |
| C000180005 | Class F-3     | WFBFX           |
| C000189438 | Class 529-T   | TWCBX           |
| C000189439 | Class T       | TWCWX           |
| C000224631 | Class 529-F-2 | FCWBX           |
| C000224632 | Class 529-F-3 | FWBCX           |

### AMERICAN HIGH INCOME TRUST (Series ID: S000009230)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000025083 | Class A       | AHITX           |
| C000025084 | Class R-1     | RITAX           |
| C000025085 | Class R-2     | RITBX           |
| C000025086 | Class R-3     | RITCX           |
| C000025087 | Class R-4     | RITEX           |
| C000025088 | Class R-5     | RITFX           |
| C000025090 | Class C       | AHTCX           |
| C000025091 | Class F-1     | AHTFX           |
| C000025092 | Class 529-A   | CITAX           |
| C000025094 | Class 529-C   | CITCX           |
| C000025095 | Class 529-E   | CITEX           |
| C000025096 | Class 529-F-1 | CITFX           |
| C000068571 | Class F-2     | AHIFX           |
| C000077919 | Class R-6     | RITGX           |
| C000148436 | Class R-2E    | RTEHX           |
| C000164805 | Class R-5E    | RITHX           |
| C000179954 | Class F-3     | HIGFX           |
| C000189441 | Class 529-T   | TAIHX           |
| C000189442 | Class T       | TAHIX           |
| C000224587 | Class 529-F-3 | FTAHX           |
| C000224588 | Class 529-F-2 | FAHHX           |

### INTERMEDIATE BOND FUND OF AMERICA (Series ID: S000009236)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000025146 | Class A       | AIBAX           |
| C000025147 | Class R-1     | RBOAX           |
| C000025148 | Class R-2     | RBOBX           |
| C000025149 | Class R-3     | RBOCX           |
| C000025150 | Class R-4     | RBOEX           |
| C000025151 | Class R-5     | RBOFX           |
| C000025153 | Class C       | IBFCX           |
| C000025154 | Class F-1     | IBFFX           |
| C000025155 | Class 529-A   | CBOAX           |
| C000025157 | Class 529-C   | CBOCX           |
| C000025158 | Class 529-E   | CBOEX           |
| C000025159 | Class 529-F-1 | CBOFX           |
| C000068597 | Class F-2     | IBAFX           |
| C000077900 | Class R-6     | RBOGX           |
| C000148469 | Class R-2E    | REBBX           |
| C000164803 | Class R-5E    | RBOHX           |
| C000179993 | Class F-3     | IFBFX           |
| C000189436 | Class 529-T   | TIIBX           |
| C000189437 | Class T       | TIBBX           |
| C000224561 | Class 529-F-2 | FFOOX           |
| C000224562 | Class 529-F-3 | FIFBX           |

### AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND (Series ID: S000009233)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000025125 | Class A      | ASTEX           |
| C000079135 | Class F-1    | FSTTX           |
| C000079136 | Class F-2    | ASTFX           |
| C000179995 | Class F-3    | SFTEX           |
| C000186457 | Class R-6    |  |
| C000189424 | Class T      | TAFSX           |

### SMALLCAP WORLD FUND INC (Series ID: S000009599)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000026249 | Class A       | SMCWX           |
| C000026250 | Class R-1     | RSLAX           |
| C000026251 | Class R-2     | RSLBX           |
| C000026252 | Class R-3     | RSLCX           |
| C000026253 | Class R-4     | RSLEX           |
| C000026254 | Class R-5     | RSLFX           |
| C000026256 | Class C       | SCWCX           |
| C000026257 | Class F-1     | SCWFX           |
| C000026258 | Class 529-A   | CSPAX           |
| C000026260 | Class 529-C   | CSPCX           |
| C000026261 | Class 529-E   | CSPEX           |
| C000026262 | Class 529-F-1 | CSPFX           |
| C000068590 | Class F-2     | SMCFX           |
| C000077882 | Class R-6     | RLLGX           |
| C000148446 | Class R-2E    | RSEBX           |
| C000164808 | Class R-5E    | RSLDX           |
| C000180011 | Class F-3     | SFCWX           |
| C000189498 | Class 529-T   | TWSFX           |
| C000189499 | Class T       | TSFFX           |
| C000224599 | Class 529-F-2 | FSWFX           |
| C000224600 | Class 529-F-3 | FSFWX           |

### CAPITAL WORLD GROWTH & INCOME FUND (Series ID: S000009001)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000024477 | Class A       | CWGIX           |
| C000024478 | Class R-1     | RWIAX           |
| C000024479 | Class R-2     | RWIBX           |
| C000024480 | Class R-3     | RWICX           |
| C000024481 | Class R-4     | RWIEX           |
| C000024482 | Class R-5     | RWIFX           |
| C000024484 | Class C       | CWGCX           |
| C000024485 | Class F-1     | CWGFX           |
| C000024486 | Class 529-A   | CWIAX           |
| C000024488 | Class 529-C   | CWICX           |
| C000024489 | Class 529-E   | CWIEX           |
| C000024490 | Class 529-F-1 | CWIFX           |
| C000068579 | Class F-2     | WGIFX           |
| C000077915 | Class R-6     | RWIGX           |
| C000148354 | Class R-2E    | RWBEX           |
| C000164816 | Class R-5E    | RWIHX           |
| C000179982 | Class F-3     | FWGIX           |
| C000189629 | Class 529-T   | TCWWX           |
| C000189630 | Class T       | TCWGX           |
| C000224629 | Class 529-F-2 | FCWGX           |
| C000224630 | Class 529-F-3 | FWCGX           |

### LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA (Series ID: S000009237)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000025160 | Class A      | LTEBX           |
| C000025162 | Class C      | LTXCX           |
| C000025163 | Class F-1    | LTXFX           |
| C000068566 | Class F-2    | LTEFX           |
| C000114837 | Class R-6    |  |
| C000179996 | Class F-3    | FLTEX           |
| C000189429 | Class T      | TLTTX           |

### AMERICAN HIGH-INCOME MUNICIPAL BOND FUND (Series ID: S000009229)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000025078 | Class A      | AMHIX           |
| C000025080 | Class C      | AHICX           |
| C000025081 | Class F-1    | ABHFX           |
| C000068565 | Class F-2    | AHMFX           |
| C000114834 | Class R-6    |  |
| C000179998 | Class F-3    | HIMFX           |
| C000189440 | Class T      | TAHHX           |

### NEW WORLD FUND INC (Series ID: S000009633)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000026375 | Class A       | NEWFX           |
| C000026376 | Class R-1     | RNWAX           |
| C000026377 | Class R-2     | RNWBX           |
| C000026378 | Class R-3     | RNWCX           |
| C000026379 | Class R-4     | RNWEX           |
| C000026380 | Class R-5     | RNWFX           |
| C000026382 | Class C       | NEWCX           |
| C000026383 | Class F-1     | NWFFX           |
| C000026384 | Class 529-A   | CNWAX           |
| C000026386 | Class 529-C   | CNWCX           |
| C000026387 | Class 529-E   | CNWEX           |
| C000026388 | Class 529-F-1 | CNWFX           |
| C000068580 | Class F-2     | NFFFX           |
| C000077878 | Class R-6     | RNWGX           |
| C000148355 | Class R-2E    | RNEBX           |
| C000164813 | Class R-5E    | RNWHX           |
| C000179977 | Class F-3     | FNWFX           |
| C000189488 | Class 529-T   | TWNFX           |
| C000189489 | Class T       | TNWFX           |
| C000224597 | Class 529-F-2 | FNFWX           |
| C000224598 | Class 529-F-3 | FWWNX           |

### Short-Term Bond Fund of America (Series ID: S000013585)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000036818 | Class A       | ASBAX           |
| C000036819 | Class F-1     | ASBFX           |
| C000036820 | Class 529-A   | CAAFX           |
| C000036821 | Class 529-F-1 | CFAMX           |
| C000036822 | Class R-1     | RAMAX           |
| C000036823 | Class R-2     | RAMBX           |
| C000036824 | Class R-3     | RAMCX           |
| C000036825 | Class R-4     | RAMEX           |
| C000036826 | Class R-5     | RAMFX           |
| C000037879 | Class C       | ASBCX           |
| C000037881 | Class 529-C   | CCAMX           |
| C000037882 | Class 529-E   | CEAMX           |
| C000068533 | Class F-2     | SBFFX           |
| C000077916 | Class R-6     | RMMGX           |
| C000148417 | Class R-2E    | RAAEX           |
| C000164812 | Class R-5E    | RAAGX           |
| C000180010 | Class F-3     | FSBTX           |
| C000189523 | Class 529-T   | TTSBX           |
| C000189524 | Class T       | TSTBX           |
| C000224563 | Class 529-F-2 | FTSBX           |
| C000224564 | Class 529-F-3 | FFTSX           |

### American Funds 2010 Target Date Retirement Fund (Series ID: S000015555)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000042375 | Class A      | AAATX           |
| C000042376 | Class R-1    | RAATX           |
| C000042377 | Class R-2    | RBATX           |
| C000042378 | Class R-3    | RCATX           |
| C000042379 | Class R-4    | RDATX           |
| C000042380 | Class R-5    | REATX           |
| C000077951 | Class R-6    | RFTTX           |
| C000135734 | Class C      | CCATX           |
| C000135735 | Class F-1    | FAATX           |
| C000135736 | Class F-2    | FBATX           |
| C000148403 | Class R-2E   | RBEAX           |
| C000164839 | Class R-5E   | RHATX           |
| C000179956 | Class F-3    | DJTFX           |
| C000189459 | Class T      | TDMMX           |

### American Funds 2015 Target Date Retirement Fund (Series ID: S000015556)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000042381 | Class R-3    | RCJTX           |
| C000042382 | Class R-4    | RDBTX           |
| C000042383 | Class R-5    | REJTX           |
| C000042384 | Class A      | AABTX           |
| C000042385 | Class R-1    | RAJTX           |
| C000042386 | Class R-2    | RBJTX           |
| C000078486 | Class R-6    | RFJTX           |
| C000135738 | Class C      | CCBTX           |
| C000135739 | Class F-1    | FAKTX           |
| C000135740 | Class F-2    | FBBTX           |
| C000148404 | Class R-2E   | RBEJX           |
| C000164840 | Class R-5E   | RHBTX           |
| C000179957 | Class F-3    | FDBTX           |
| C000189460 | Class T      | TDQMX           |

### American Funds 2020 Target Date Retirement Fund (Series ID: S000015557)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000042387 | Class A      | AACTX           |
| C000042388 | Class R-1    | RACTX           |
| C000042389 | Class R-2    | RBCTX           |
| C000042390 | Class R-3    | RCCTX           |
| C000042391 | Class R-4    | RDCTX           |
| C000042392 | Class R-5    | RECTX           |
| C000078487 | Class R-6    | RRCTX           |
| C000135741 | Class C      | CCCTX           |
| C000135742 | Class F-1    | FAOTX           |
| C000135743 | Class F-2    | FBCTX           |
| C000148405 | Class R-2E   | RBEHX           |
| C000164841 | Class R-5E   | RHCTX           |
| C000179958 | Class F-3    | FCCTX           |
| C000189461 | Class T      | TDAMX           |

### American Funds 2025 Target Date Retirement Fund (Series ID: S000015558)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000042393 | Class A      | AADTX           |
| C000042394 | Class R-1    | RADTX           |
| C000042395 | Class R-2    | RBDTX           |
| C000042396 | Class R-3    | RCDTX           |
| C000042397 | Class R-4    | RDDTX           |
| C000042398 | Class R-5    | REDTX           |
| C000078488 | Class R-6    | RFDTX           |
| C000135746 | Class C      | CCDTX           |
| C000135747 | Class F-1    | FAPTX           |
| C000135748 | Class F-2    | FBDTX           |
| C000148406 | Class R-2E   | RBEDX           |
| C000164842 | Class R-5E   | RHDTX           |
| C000179959 | Class F-3    | FDDTX           |
| C000189462 | Class T      | TDLMX           |

### American Funds 2030 Target Date Retirement Fund (Series ID: S000015559)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000042399 | Class A      | AAETX           |
| C000042400 | Class R-1    | RAETX           |
| C000042401 | Class R-2    | RBETX           |
| C000042402 | Class R-3    | RCETX           |
| C000042403 | Class R-4    | RDETX           |
| C000042404 | Class R-5    | REETX           |
| C000078489 | Class R-6    | RFETX           |
| C000135750 | Class C      | CCETX           |
| C000135751 | Class F-1    | FAETX           |
| C000135752 | Class F-2    | FBETX           |
| C000148407 | Class R-2E   | RBEEX           |
| C000164843 | Class R-5E   | RHETX           |
| C000179960 | Class F-3    | FCETX           |
| C000189463 | Class T      | TDFMX           |

### American Funds 2035 Target Date Retirement Fund (Series ID: S000015560)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000042405 | Class A      | AAFTX           |
| C000042406 | Class R-1    | RAFTX           |
| C000042407 | Class R-2    | RBFTX           |
| C000042408 | Class R-3    | RCFTX           |
| C000042409 | Class R-4    | RDFTX           |
| C000042410 | Class R-5    | REFTX           |
| C000078490 | Class R-6    | RFFTX           |
| C000135754 | Class C      | CCFTX           |
| C000135755 | Class F-1    | FAQTX           |
| C000135756 | Class F-2    | FBFTX           |
| C000148408 | Class R-2E   | RBEFX           |
| C000164844 | Class R-5E   | RHFTX           |
| C000179961 | Class F-3    | FDFTX           |
| C000189464 | Class T      | TDFHX           |

### American Funds 2040 Target Date Retirement Fund (Series ID: S000015561)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000042411 | Class A      | AAGTX           |
| C000042412 | Class R-1    | RAKTX           |
| C000042413 | Class R-2    | RBKTX           |
| C000042414 | Class R-3    | RCKTX           |
| C000042415 | Class R-4    | RDGTX           |
| C000042416 | Class R-5    | REGTX           |
| C000078491 | Class R-6    | RFGTX           |
| C000135758 | Class C      | CCGTX           |
| C000135759 | Class F-1    | FAUTX           |
| C000135760 | Class F-2    | FBGTX           |
| C000148409 | Class R-2E   | RBEKX           |
| C000164845 | Class R-5E   | RHGTX           |
| C000179962 | Class F-3    | FCGTX           |
| C000189465 | Class T      | TDFOX           |

### American Funds 2045 Target Date Retirement Fund (Series ID: S000015562)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000042417 | Class A      | AAHTX           |
| C000042418 | Class R-1    | RAHTX           |
| C000042419 | Class R-2    | RBHTX           |
| C000042420 | Class R-3    | RCHTX           |
| C000042421 | Class R-4    | RDHTX           |
| C000042422 | Class R-5    | REHTX           |
| C000078492 | Class R-6    | RFHTX           |
| C000135762 | Class C      | CCHTX           |
| C000135763 | Class F-1    | FATTX           |
| C000135764 | Class F-2    | FBHTX           |
| C000148410 | Class R-2E   | RBHHX           |
| C000164846 | Class R-5E   | RHHTX           |
| C000179963 | Class F-3    | FCHTX           |
| C000189466 | Class T      | TDFUX           |

### American Funds 2050 Target Date Retirement Fund (Series ID: S000015563)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000042423 | Class A      | AALTX           |
| C000042424 | Class R-1    | RAITX           |
| C000042425 | Class R-2    | RBITX           |
| C000042426 | Class R-3    | RCITX           |
| C000042427 | Class R-4    | RDITX           |
| C000042428 | Class R-5    | REITX           |
| C000078493 | Class R-6    | RFITX           |
| C000135766 | Class C      | CCITX           |
| C000135767 | Class F-1    | FAITX           |
| C000135768 | Class F-2    | FBITX           |
| C000148411 | Class R-2E   | RBHEX           |
| C000164847 | Class R-5E   | RHITX           |
| C000179964 | Class F-3    | DITFX           |
| C000189467 | Class T      | TDFYX           |

### American Funds 2055 Target Date Retirement Fund (Series ID: S000027236)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000082210 | Class A      | AAMTX           |
| C000082211 | Class R-1    | RAMTX           |
| C000082212 | Class R-2    | RBMTX           |
| C000082213 | Class R-3    | RCMTX           |
| C000082214 | Class R-4    | RDJTX           |
| C000082215 | Class R-5    | REKTX           |
| C000082216 | Class R-6    | RFKTX           |
| C000135770 | Class C      | CCJTX           |
| C000135771 | Class F-1    | FAJTX           |
| C000135772 | Class F-2    | FBJTX           |
| C000148412 | Class R-2E   | RBEMX           |
| C000164848 | Class R-5E   | RHJTX           |
| C000179965 | Class F-3    | FCJTX           |
| C000189468 | Class T      | TDFWX           |

### International Growth and Income Fund (Series ID: S000023459)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000068962 | Class A       | IGAAX           |
| C000068963 | Class 529-F-1 | CGIFX           |
| C000068964 | Class R-1     | RIGAX           |
| C000068965 | Class R-2     | RIGBX           |
| C000068966 | Class R-3     | RGICX           |
| C000068967 | Class R-4     | RIGEX           |
| C000068968 | Class R-5     | RIGFX           |
| C000068970 | Class C       | IGICX           |
| C000068971 | Class F-1     | IGIFX           |
| C000068972 | Class F-2     | IGFFX           |
| C000068973 | Class 529-A   | CGIAX           |
| C000068975 | Class 529-C   | CIICX           |
| C000068976 | Class 529-E   | CGIEX           |
| C000077902 | Class R-6     | RIGGX           |
| C000145095 | Class R-2E    | RIIEX           |
| C000164802 | Class R-5E    | RIGIX           |
| C000179950 | Class F-3     | IGAIX           |
| C000189474 | Class 529-T   | TGAGX           |
| C000189475 | Class T       | TGAIX           |
| C000222891 | Class 529-F-2 | FGGGX           |
| C000222892 | Class 529-F-3 | FGIGX           |

### American Funds U.S. Government Money Market Fund (Series ID: S000025394)

| Class ID   | Class Name     | Ticker Symbol   |
|:---|:---|:---|
| C000075886 | Class A        | AFAXX           |
| C000075887 | Class 529-F-1  | FARXX           |
| C000075888 | Class R-1      | RAAXX           |
| C000075889 | Class R-2      | RABXX           |
| C000075890 | Class R-3      | RACXX           |
| C000075891 | Class R-4      | RADXX           |
| C000075892 | Class R-5      | RAEXX           |
| C000075893 | Class R-6      | RAFXX           |
| C000075895 | Class C        | AFCXX           |
| C000075896 | Class F-1      | AFFXX           |
| C000075897 | Class F-2      | AFGXX           |
| C000075898 | Class 529-A    | AAFXX           |
| C000075900 | Class 529-C    | CCFXX           |
| C000075901 | Class 529-E    | EAFXX           |
| C000148462 | Class R-2E     | RBEXX           |
| C000164807 | Class R-5E     | RAGXX           |
| C000179955 | Class F-3      | USGXX           |
| C000189452 | Class 529-T    | TSIXX           |
| C000189453 | Class T        | TTMXX           |
| C000202065 | Class ABLE-A   | AAZXX           |
| C000224559 | Class 529-F-2  | FFFXX           |
| C000224560 | Class 529-F-3  | FMUXX           |
| C000224794 | Class ABLE-F-2 | ABZXX           |

### Capital Group California Core Municipal Fund (Series ID: S000027396)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000082664 | Share class  | CCCMX           |

### Capital Group California Short-Term Municipal Fund (Series ID: S000027397)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000082665 | Share class  | CCSTX           |

### AMERICAN FUNDS MORTGAGE FUND (Series ID: S000030190)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000092896 | Class A       | MFAAX           |
| C000092897 | Class 529-F-1 | CMFFX           |
| C000092898 | Class R-1     | RMAAX           |
| C000092899 | Class R-2     | RMABX           |
| C000092900 | Class R-3     | RMACX           |
| C000092901 | Class R-4     | RMAEX           |
| C000092902 | Class R-5     | RMAFX           |
| C000092903 | Class R-6     | RMAGX           |
| C000092905 | Class C       | MFACX           |
| C000092906 | Class F-1     | MFAEX           |
| C000092907 | Class F-2     | MFAFX           |
| C000092908 | Class 529-A   | CMFAX           |
| C000092910 | Class 529-C   | CMFCX           |
| C000092911 | Class 529-E   | CMFEX           |
| C000148445 | Class R-2E    | RMBEX           |
| C000164806 | Class R-5E    | RMAHX           |
| C000180009 | Class F-3     | AFFMX           |
| C000189492 | Class 529-T   | TMFMX           |
| C000189493 | Class T       | TFMFX           |
| C000224553 | Class 529-F-2 | FFMFX           |
| C000224554 | Class 529-F-3 | FMMFX           |

### AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK (Series ID: S000030189)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000092891 | Class A      | NYAAX           |
| C000092893 | Class C      | NYACX           |
| C000092894 | Class F-1    | NYAEX           |
| C000092895 | Class F-2    | NYAFX           |
| C000180002 | Class F-3    | TFNYX           |
| C000189479 | Class T      | TATEX           |

### AMERICAN FUNDS GLOBAL BALANCED FUND (Series ID: S000031109)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000096495 | Class A       | GBLAX           |
| C000096496 | Class 529-F-1 | CBFFX           |
| C000096497 | Class R-1     | RGBLX           |
| C000096498 | Class R-2     | RGBBX           |
| C000096499 | Class R-3     | RGBCX           |
| C000096500 | Class R-4     | RGBEX           |
| C000096501 | Class R-5     | RGBFX           |
| C000096502 | Class R-6     | RGBGX           |
| C000096504 | Class C       | GBLCX           |
| C000096505 | Class F-1     | GBLEX           |
| C000096506 | Class F-2     | GBLFX           |
| C000096507 | Class 529-A   | CBFAX           |
| C000096509 | Class 529-C   | CBFCX           |
| C000096510 | Class 529-E   | CBFEX           |
| C000148460 | Class R-2E    | RGGHX           |
| C000164811 | Class R-5E    | RGBHX           |
| C000179967 | Class F-3     | GFBLX           |
| C000189482 | Class 529-T   | TFBGX           |
| C000189483 | Class T       | TFGBX           |
| C000224585 | Class 529-F-2 | FFGGX           |
| C000224586 | Class 529-F-3 | FFBGX           |

### American Funds Tax-Exempt Preservation Portfolio (Series ID: S000036462)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000111631 | Class A      | TEPAX           |
| C000111633 | Class C      | TEPCX           |
| C000111634 | Class F-1    | TEPFX           |
| C000111635 | Class F-2    | TXEFX           |
| C000180012 | Class F-3    | TYEFX           |
| C000189507 | Class T      | TTEPX           |

### American Funds Preservation Portfolio (Series ID: S000036463)

| Class ID   | Class Name     | Ticker Symbol   |
|:---|:---|:---|
| C000111636 | Class F-2      | PPEFX           |
| C000111637 | Class 529-A    | CPPAX           |
| C000111639 | Class 529-C    | CPPCX           |
| C000111640 | Class 529-E    | CPPEX           |
| C000111641 | Class 529-F-1  | CPPFX           |
| C000111642 | Class R-1      | RPPVX           |
| C000111643 | Class R-2      | RPPBX           |
| C000111644 | Class R-3      | RPPCX           |
| C000111645 | Class R-4      | RPPEX           |
| C000111646 | Class R-5      | RPPFX           |
| C000111647 | Class R-6      | RPPGX           |
| C000111648 | Class A        | PPVAX           |
| C000111650 | Class C        | PPVCX           |
| C000111651 | Class F-1      | PPVFX           |
| C000148386 | Class R-2E     | RPBEX           |
| C000164829 | Class R-5E     | RGMFX           |
| C000180013 | Class F-3      | PPFFX           |
| C000189508 | Class 529-T    | TPAPX           |
| C000189509 | Class T        | TPPPX           |
| C000204635 | Class ABLE-A   | CPPGX           |
| C000224567 | Class 529-F-2  | FPPPX           |
| C000224568 | Class 529-F-3  | FFPPX           |
| C000224569 | Class ABLE-F-2 | CPQGX           |

### American Funds Tax-Aware Conservative Growth and Income Portfolio (Series ID: S000036464)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000111652 | Class A      | TAIAX           |
| C000111654 | Class C      | TAICX           |
| C000111655 | Class F-1    | TAIFX           |
| C000111656 | Class F-2    | TXIFX           |
| C000180014 | Class F-3    | TYIFX           |
| C000189510 | Class T      | TATAX           |

### American Funds Conservative Growth and Income Portfolio (Series ID: S000036465)

| Class ID   | Class Name     | Ticker Symbol   |
|:---|:---|:---|
| C000111668 | Class A        | INPAX           |
| C000111670 | Class C        | INPCX           |
| C000111671 | Class F-1      | INPFX           |
| C000111672 | Class F-2      | INPEX           |
| C000111673 | Class 529-A    | CIPAX           |
| C000111675 | Class 529-C    | CIPCX           |
| C000111676 | Class 529-E    | CIPEX           |
| C000111677 | Class 529-F-1  | CIPFX           |
| C000111678 | Class R-1      | RNCAX           |
| C000111679 | Class R-2      | RINBX           |
| C000111680 | Class R-3      | RNCCX           |
| C000111681 | Class R-4      | RINEX           |
| C000111682 | Class R-5      | RINFX           |
| C000111683 | Class R-6      | RINGX           |
| C000148387 | Class R-2E     | RNBEX           |
| C000164831 | Class R-5E     | RGOFX           |
| C000180015 | Class F-3      | INPDX           |
| C000189511 | Class 529-T    | TPTPX           |
| C000189512 | Class T        | TTPPX           |
| C000204636 | Class ABLE-A   | CIPGX           |
| C000224570 | Class 529-F-3  | FPTPX           |
| C000224571 | Class 529-F-2  | FTPPX           |
| C000224572 | Class ABLE-F-2 | CIQGX           |

### American Funds Moderate Growth and Income Portfolio (Series ID: S000036466)

| Class ID   | Class Name     | Ticker Symbol   |
|:---|:---|:---|
| C000111684 | Class A        | BLPAX           |
| C000111686 | Class C        | BLPCX           |
| C000111687 | Class F-1      | BLPFX           |
| C000111688 | Class F-2      | BLPEX           |
| C000111689 | Class 529-A    | CBAAX           |
| C000111691 | Class 529-C    | CBPCX           |
| C000111692 | Class 529-E    | CBAEX           |
| C000111693 | Class 529-F-1  | CBAFX           |
| C000111694 | Class R-1      | RBAAX           |
| C000111695 | Class R-2      | RBABX           |
| C000111696 | Class R-3      | RBACX           |
| C000111697 | Class R-4      | RBAEX           |
| C000111698 | Class R-5      | RBAFX           |
| C000111699 | Class R-6      | RBAGX           |
| C000148388 | Class R-2E     | RBBEX           |
| C000164832 | Class R-5E     | RGPFX           |
| C000180016 | Class F-3      | BLPDX           |
| C000189513 | Class 529-T    | TBPBX           |
| C000189514 | Class T        | TBBPX           |
| C000204637 | Class ABLE-A   | CBAGX           |
| C000224573 | Class ABLE-F-2 | CBBGX           |
| C000224574 | Class 529-F-3  | FPPBX           |
| C000224575 | Class 529-F-2  | FBBPX           |

### American Funds Growth and Income Portfolio (Series ID: S000036467)

| Class ID   | Class Name     | Ticker Symbol   |
|:---|:---|:---|
| C000111700 | Class A        | GAIOX           |
| C000111702 | Class C        | GAITX           |
| C000111703 | Class F-1      | GAIFX           |
| C000111704 | Class F-2      | GAIEX           |
| C000111705 | Class 529-A    | CGNAX           |
| C000111707 | Class 529-C    | CGNCX           |
| C000111708 | Class 529-E    | CGNEX           |
| C000111709 | Class 529-F-1  | CGNFX           |
| C000111710 | Class R-1      | RGNAX           |
| C000111711 | Class R-2      | RGNBX           |
| C000111712 | Class R-3      | RAICX           |
| C000111713 | Class R-4      | RGNEX           |
| C000111714 | Class R-5      | RGNFX           |
| C000111715 | Class R-6      | RGNGX           |
| C000148389 | Class R-2E     | RBEGX           |
| C000164833 | Class R-5E     | RGQFX           |
| C000180017 | Class F-3      | GAIHX           |
| C000189515 | Class T        | TGXIX           |
| C000189516 | Class 529-T    | TGGGX           |
| C000204638 | Class ABLE-A   | CGNGX           |
| C000224576 | Class 529-F-3  | FGIIX           |
| C000224577 | Class ABLE-F-2 | CGLGX           |
| C000224578 | Class 529-F-2  | FGGIX           |

### American Funds Growth Portfolio (Series ID: S000036468)

| Class ID   | Class Name     | Ticker Symbol   |
|:---|:---|:---|
| C000111716 | Class R-5      | RGWFX           |
| C000111717 | Class R-6      | RGWGX           |
| C000111718 | Class A        | GWPAX           |
| C000111720 | Class C        | GWPCX           |
| C000111721 | Class F-1      | GWPFX           |
| C000111722 | Class F-2      | GWPEX           |
| C000111723 | Class 529-A    | CGPAX           |
| C000111725 | Class 529-C    | CGPCX           |
| C000111726 | Class 529-E    | CGPEX           |
| C000111727 | Class 529-F-1  | CGPFX           |
| C000111728 | Class R-1      | RGWAX           |
| C000111729 | Class R-2      | RGWBX           |
| C000111730 | Class R-3      | RGPCX           |
| C000111731 | Class R-4      | RGWEX           |
| C000148390 | Class R-2E     | RBGEX           |
| C000164834 | Class R-5E     | RGSFX           |
| C000180018 | Class F-3      | GWPDX           |
| C000189517 | Class 529-T    | TPGTX           |
| C000189518 | Class T        | TGGPX           |
| C000204639 | Class ABLE-A   | CGQGX           |
| C000224579 | Class 529-F-3  | FPGGX           |
| C000224580 | Class ABLE-F-2 | CGRGX           |
| C000224581 | Class 529-F-2  | FGPGX           |

### American Funds Global Growth Portfolio (Series ID: S000036469)

| Class ID   | Class Name     | Ticker Symbol   |
|:---|:---|:---|
| C000111732 | Class A        | PGGAX           |
| C000111734 | Class C        | GGPCX           |
| C000111735 | Class F-1      | PGGFX           |
| C000111736 | Class F-2      | PGWFX           |
| C000111737 | Class 529-A    | CPGAX           |
| C000111739 | Class 529-C    | CPGCX           |
| C000111740 | Class 529-E    | CGGEX           |
| C000111741 | Class 529-F-1  | CGGFX           |
| C000111742 | Class R-1      | RGGAX           |
| C000111743 | Class R-2      | RGGBX           |
| C000111744 | Class R-3      | RGLCX           |
| C000111745 | Class R-4      | RGGEX           |
| C000111746 | Class R-5      | RGGFX           |
| C000111747 | Class R-6      | RGGGX           |
| C000148391 | Class R-2E     | REBGX           |
| C000164835 | Class R-5E     | RGTFX           |
| C000180019 | Class F-3      | PGXFX           |
| C000189519 | Class 529-T    | TGPPX           |
| C000189520 | Class T        | TPGGX           |
| C000204640 | Class ABLE-A   | CGGGX           |
| C000224582 | Class 529-F-2  | FGGPX           |
| C000224583 | Class 529-F-3  | FGPPX           |
| C000224584 | Class ABLE-F-2 | CGHGX           |

### American Funds College 2030 Fund (Series ID: S000037534)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000115875 | Class 529-A   | CTHAX           |
| C000115877 | Class 529-C   | CTYCX           |
| C000115878 | Class 529-E   | CTHEX           |
| C000115879 | Class 529-F-1 | CTHFX           |
| C000189500 | Class 529-T   | TAFCX           |
| C000224605 | Class 529-F-3 | FTFCX           |
| C000224606 | Class 529-F-2 | FDFCX           |

### American Funds College 2027 Fund (Series ID: S000037535)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000115880 | Class 529-F-1 | CTSFX           |
| C000115881 | Class 529-A   | CSTAX           |
| C000115883 | Class 529-C   | CTSCX           |
| C000115884 | Class 529-E   | CTSEX           |
| C000189501 | Class 529-T   | TAFAX           |
| C000224607 | Class 529-F-2 | FFCFX           |
| C000224608 | Class 529-F-3 | FFCTX           |

### American Funds College Enrollment Fund (Series ID: S000037540)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000115905 | Class 529-A   | CENAX           |
| C000115907 | Class 529-C   | CENCX           |
| C000115908 | Class 529-E   | CENEX           |
| C000115909 | Class 529-F-1 | CENFX           |
| C000189505 | Class 529-T   | TCADX           |
| C000224613 | Class 529-F-3 | FTAOX           |
| C000224614 | Class 529-F-2 | FAADX           |

### AMERICAN FUNDS CORPORATE BOND FUND (Series ID: S000039110)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000120242 | Class A       | BFCAX           |
| C000120243 | Class 529-F-1 | COBFX           |
| C000120244 | Class R-1     | RCBAX           |
| C000120245 | Class R-2     | RCBBX           |
| C000120246 | Class R-3     | RCBCX           |
| C000120247 | Class R-4     | RCBDX           |
| C000120248 | Class R-5     | RCBEX           |
| C000120249 | Class R-6     | RCBFX           |
| C000120251 | Class C       | BFCCX           |
| C000120252 | Class F-1     | BFCFX           |
| C000120253 | Class F-2     | BFCGX           |
| C000120254 | Class 529-A   | COBAX           |
| C000120256 | Class 529-C   | COBCX           |
| C000120257 | Class 529-E   | COBEX           |
| C000148464 | Class R-2E    | RCBGX           |

### Capital Group Municipal Income Completion Fund (Series ID: S000095203)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000263891 | Share class  |  |

#### UNITED STATES<br>SECURITIES AND EXCHANGE COMMISSION<br> Washington, D.C. 20549
**______________________**

#### SCHEDULE 14A
**______________________**

Proxy Statement Pursuant to Section 14(a) of the Securities <br>Exchange Act of 1934 (Amendment No.)

<u> Filed by the Registrant ☒ </u> <br> <u> Filed by a Party other than the Registrant ☐ </u>

Check the appropriate box:

 ☒ Preliminary Proxy Statement

 ☐ **Confidential, for the Use of the Commission Only (as permitted by Rule 14a**-6**(e)(2))**

 ☐ Definitive Proxy Statement

 ☐ Definitive Additional Materials

 ☐ Soliciting Material Pursuant to §240.14a-12

AMCAP Fund<br>American Balanced Fund<br>American Funds College Target Date Series<br>American Funds Corporate Bond Fund<br>American Funds Developing World Growth and Income Fund<br>American Funds Emerging Markets Bond Fund<br>American Funds Fundamental Investors<br>American Funds Global Balanced Fund<br>American Funds Global Insight Fund<br>The American Funds Income Series <br>American Funds Inflation Linked Bond Fund<br>American Funds International Vantage Fund<br>American Funds Mortgage Fund<br>American Funds Multi-Sector Income Fund<br>American Funds Portfolio Series<br>American Funds Retirement Income Portfolio Series<br>American Funds Short-Term Tax-Exempt Bond Fund<br>American Funds Strategic Bond Fund<br>American Funds Target Date Retirement Series<br>American Funds Tax-Exempt Fund of New York<br>American Funds Tax-Exempt Series II<br>American Funds U.S. Government Money Market Fund<br>American High-Income Municipal Bond Fund<br>American High-Income Trust<br>American Mutual Fund<br>The Bond Fund of America<br>Capital Group Central Fund Series<br>Capital Group Central Fund Series II<br>Capital Group Completion Fund Series<br>Capital Group Conservative Equity ETF<br>Capital Group Core Balanced ETF<br>Capital Group Core Equity ETF<br>Capital Group Dividend Growers ETF <br>Capital Group Dividend Value ETF<br>Capital Group Fixed Income ETF Trust<br>Capital Group Global Equity ETF<br>Capital Group Global Growth Equity ETF<br>Capital Group Growth ETF<br>

------

Capital Group International Core Equity ETF<br>Capital Group International Equity ETF<br>Capital Group International Focus Equity ETF<br>Capital Group New Geography Equity ETF<br>Capital Group Private Client Services Funds<br>Capital Group U.S. Equity Fund<br>Capital Income Builder<br>Capital World Bond Fund<br>Capital World Growth and Income Fund<br>Emerging Markets Equities Fund, Inc.<br>EUPAC Fund<br>The Growth Fund of America<br>The Income Fund of America<br>Intermediate Bond Fund of America<br>International Growth and Income Fund<br>The Investment Company of America<br>Limited Term Tax-Exempt Bond Fund of America<br>The New Economy Fund<br>New Perspective Fund<br>New World Fund, Inc.<br>Short-Term Bond Fund of America<br>SMALLCAP World Fund, Inc.<br>The Tax-Exempt Bond Fund of America<br>Washington Mutual Investors Fund<br>(Name of Registrant as Specified In Its Charter)

_____________________________________________________________________****<br> (Name of Person(s) Filing Proxy Statement, if other than the Registrant)

Payment of Filing Fee (Check the appropriate box):

<u> ☒ </u>   <u> No fee required. </u> <br> <u> ☐ </u>   <u> Fee computed on table below per Exchange Act Rules 14a-6(i)(1) and 0-11. </u>

1) Title of each class of securities to which transaction applies:

2) Aggregate number of securities to which transaction applies:

3) Per unit price or other underlying value of transaction computed pursuant to Exchange Act Rule 0-11 (set forth the amount on which the filing fee is calculated and state how it was determined):

4) Proposed maximum aggregate value of transaction:

5) Total fee paid:

 ☐ Fee paid previously with preliminary materials.

 ☐ Check box if any part of the fee is offset as provided by Exchange Act Rule 0-11(a)(2) and identify the filing for which the offsetting fee was paid previously. Identify the previous filing by registration statement number, or the Form or Schedule and the date of its filing.

 1) Amount Previously Paid:

 2) Form, Schedule or Registration Statement No.:

 3) Filing Party:

 4) Date Filed:

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![](tcapitalgroup_logo.jpg)

## Important shareholder meeting news
Joint proxy statement

![](tvote_logo.jpg)

------

![](tcapitalgroup_logo1.jpg)

Important Shareholder Meeting — Please Vote!

[DATE], 2025

Dear Shareholder:

We're reaching out to ask you to vote at the upcoming complex-wide shareholder meeting including the American Funds and the Capital Group exchange-traded funds.

Your vote truly matters! No matter how many shares you own, your participation is important.

Please take a moment to review the proposals in the enclosed Joint Proxy Statement.

The current board members unanimously recommend voting "FOR" these proposals because they believe each proposal is in the best interests of shareholders.

Your attendance at the meeting is not necessary. Voting is easy — just use the phone, the Internet, or mail back your signed proxy card.

If you have any questions or need assistance, please call (888) 615-7476. Thank you for taking the time to participate in this important process.

Sincerely,

![](tmichael_sig.jpg)

Michael W. Stockton<br>Executive Vice President of the Funds

------

JOINT SPECIAL MEETINGS OF SHAREHOLDERS

This Joint Proxy Statement is being provided to shareholders on behalf of the Board of Directors or Trustees (the "Boards") of the funds including the American Funds and the Capital Group exchange-traded funds (each a "Fund," and collectively, the "Funds") as indicated in this proxy statement. Each Fund will hold a special shareholder meeting on November 25, 2025, at the office of Capital Group, 333 South Hope Street, Los Angeles, California 90071 at 9:00 a.m. Pacific Time.

ii

IMPORTANT INFORMATION<br>TO HELP YOU UNDERSTAND AND VOTE ON THE PROPOSALS

Please read the full text of the Joint Proxy Statement. Below is a brief overview of the proposals to be voted upon. Your vote is important.

Why am I being asked to vote?

You were as of the record date (August 28, 2025), a shareholder of one or more of the Funds. The proposals require the approval of shareholders of such Fund(s). The Board of each Fund has approved the proposals 1 – 3, as described below, and recommends that you vote "FOR" each of them.

What am I being asked to vote on?

You are being asked to vote on proposals to:

1. Elect Board members of each of the Fund(s) of which you are a shareholder. It has been several years since the Funds held shareholder meetings to elect Board members, and subsequent changes in the composition of each Fund's Board now necessitate the election of the nominees. Under the Investment Company Act of 1940, as amended (the "1940 Act"), the Board may fill vacancies by appointment so long as, after the Board fills the vacancy, at least two-thirds of the Board members were elected by shareholders. By electing Board members now, the Funds' Boards will be able to add new members for a longer period without the expense of conducting additional shareholder meetings. The Joint Proxy Statement contains information relevant to the consideration of nominees for the Boards.

Shareholders of each Fund will vote separately to elect Board members of that Fund, except where there are multiple Funds in a series Shareholders of the Funds listed on Exhibit A will vote together to elect Board members of that series.

2. Approve the proposed amendment of the Investment Advisory and Service Agreement to modify the investment advisory and service fee schedule for each of American Funds Mortgage Fund, American High-Income Trust, The Bond Fund of America, U.S. Government Securities Fund, Intermediate Bond Fund of America, American High-Income Municipal Bond Fund, Limited Term Tax-Exempt Bond Fund of America, The Tax-Exempt Bond Fund of America, The Tax-Exempt Fund of California, and American Funds Tax-Exempt Fund of New York.

Shareholders of these Funds are being asked to approve a change in the fee structure. The current advisory fee schedules for these Funds have both an asset and income component to the fee. This fee structure creates variability in the amount of the fees charged to a Fund, especially during dynamic interest rate environments. The Funds are proposing an asset-only advisory fee schedule that, if implemented, will create a certain amount of stability and consistency in fees for investors of these Funds, eliminating the potential for higher advisory fees during times of rising or higher interest rates.

3. Approve a change in American Funds Tax-Exempt Fund of New York's classification from a "diversified" to a "non-diversified" fund. Shareholders of this the Fund are being asked to approve this change in classification. The 1940 Act requires every mutual fund to be classified as either a "diversified" fund or "non-diversified" fund within the meaning of the 1940 Act. The 1940 Act also requires shareholders to approve a change in a fund's classification from a diversified fund to a non-diversified fund. Under the 1940 Act, a diversified fund may not, with respect to

iii

75% of its total assets, invest in securities of any issuer if, as a result of such investment (i) more than 5% of the value of the fund's total assets would be invested in securities of any one issuer, or (ii) the fund would hold more than 10% of the outstanding voting securities of any one issuer. Non-diversified funds are not subject to these regulatory limits. Capital Research and Management Company ("CRMC"), the Fund's investment adviser, believes that changing TEFNY's classification to a non-diversified fund will benefit TEFNY by giving it greater investment flexibility.

Have the Funds' Boards approved the proposals?

The Board of each Fund has approved proposals 1 – 3, as applicable, and recommends that you vote "FOR" these proposals.

What are the reasons for and advantages of the proposals?

Proposal 1 is part of a broader effort to update Board oversight and fund operations. Proposals 2 and 3 are intended to respond and adapt to changing market conditions. These changes are intended to better position the applicable Funds for achieving superior long-term investment results.

What is the vote required for each proposal?

With respect to proposal 1, approval for each Fund (other than EUPAC and EMEF) requires the affirmative vote of a plurality of votes cast by shareholders of such Fund at a shareholder meeting at which a quorum is present. Given the plurality voting standard and because each nominee is running unopposed, so long as a quorum is present for the Fund at the shareholder meeting, it is likely that each nominee will be elected for each Fund that requires a plurality of votes. See the section of this Joint Proxy Statement captioned "Method of tabulation" for more information regarding the plurality voting standard. Approval for EUPAC and EMEF requires the affirmative vote of a majority of votes cast by shareholders of such Fund at a shareholder meeting at which a quorum is present. Shareholders of each Fund will vote separately to elect members of the Board of that Fund, except where there are multiple Funds in a series. Shareholders of the Funds listed on Exhibit A will vote together to elect Board members of that series, and the quorum requirement and plurality voting standard apply to the Funds of that series together.

With respect to proposals 2 and 3, approval for a Fund requires the affirmative vote of a majority of the outstanding voting securities (as defined in the 1940 Act) of such Fund at a shareholder meeting at which a quorum is present. Under the 1940 Act, the vote of a "majority of the outstanding voting securities" of a fund means the affirmative vote of the lesser of (a) 67% or more of the voting securities present or represented by proxy at the shareholder meeting if the holders of more than 50% of the outstanding voting securities of the Fund are present in person or represented by proxy at the shareholder meeting or (b) more than 50% of the outstanding voting securities of the Fund. Shareholders of each applicable Fund will vote separately on proposals 2 and 3.

What if the proposals are not approved?

If there are not enough votes by shareholders of a Fund to approve a proposal by the time of the shareholder meeting, that Fund's meeting may be adjourned to permit further solicitation of proxy votes. If a Fund's shareholders do not ultimately approve a proposal, the Fund will continue to operate as it currently does.

iv

Who is Computershare Fund Services?

Computershare Fund Services ("Computershare") is a company hired by the Funds to help with the shareholder meetings and collect votes. Computershare is not affiliated with the Funds, CRMC or Capital International, Inc. ("CIInc", and together with CRMC, the "Advisers" and each the "Adviser", as the context requires). If you have not voted before the meeting, you may get a call from Computershare asking for your vote so the meeting can go ahead as planned.

Who will pay the costs associated with obtaining shareholder approval of the Proposals?

The Board of each Fund has determined that the expenses associated with obtaining shareholder approval of the proposals, including printing and mailing of this Joint Proxy Statement and solicitation of proxies, are appropriate expenses for the Fund to incur. Accordingly, the Funds will bear these costs. We estimate that these costs will average across all Funds less than [$1.00] per shareholder account.

How many votes am I entitled to cast?

As a shareholder of a Fund, you are entitled to one vote per share and a proportionate fractional vote for each fractional share you own of the Fund on the record date (August 28, 2025) with respect to that Fund's shareholder meeting.

How do I vote my shares?

You can vote your shares online, by phone, by mail, or in person at the shareholder meeting. To vote online or by phone, use the instructions and numbers on your proxy card or meeting notice, as applicable; you'll need the identifying numbers from the card or notice, as applicable. To vote by mail, complete, sign, and date your proxy card, then return it in the postage-paid envelope. If you have questions related to the shareholder meeting or need help voting, contact Computershare at (888) 615-7476.

*You can help reduce shareholder costs by voting promptly.* Your vote is important, regardless of the number of shares you own. Please read the enclosed material and vote your shares.

How do I sign the proxy card?

If voting by mail, please complete, sign and date the proxy card(s). When signing the proxy card(s):

*Individual accounts:* Shareholders should sign exactly as their names appear on the account registration shown on the proxy card.

*Joint accounts:* Either owner may sign the proxy card, but the name of the person signing should conform exactly to the name shown on the account registration.

*All other accounts:* The person signing must indicate his or her capacity. For example, a trustee for a trust or other entity should sign "Mary Smith, Trustee."

v

NOTICE OF SPECIAL MEETINGS OF SHAREHOLDERS

[DATE], 2025

To shareholders:

Notice is given that a special meeting of shareholders of each of the funds including the American Funds and Capital exchange-traded funds as indicated in this proxy statement (each a "Fund," and collectively, the "Funds") will be held on November 25, 2025, at the office of Capital Group, 333 South Hope Street, Los Angeles, California 90071 at 9:00 a.m. Pacific Time (each meeting of shareholders is referred to as a "Shareholder Meeting," and collectively, the "Shareholder Meetings"), and at any adjournment or postponement thereof, for the following purposes:

1. To elect Board members of the Funds.

2. To approve the proposed amendment of the Investment Advisory and Service Agreement to modify the investment advisory and service fee schedule for each of American Funds Mortgage Fund, American High-Income Trust, The Bond Fund of America, U.S. Government Securities Fund, Intermediate Bond Fund of America, American High-Income Municipal Bond Fund, Limited Term Tax-Exempt Bond Fund of America, The Tax-Exempt Bond Fund of America, The Tax-Exempt Fund of California, and American Funds Tax-Exempt Fund of New York.

3. To approve the proposed change to the diversification classification for American Funds Tax-Exempt Fund of New York from a diversified to a non-diversified fund.

4. To consider and act upon any other business as may properly come before each Shareholder Meeting and any adjournments or postponements thereof.

The Board of Directors or Trustees (the "Board") of each Fund recommends that you vote "FOR" proposals 1 – 3.

The proposed business cannot be conducted for a Fund at its Shareholder Meeting unless the required quorum of shares of the Fund outstanding on August 28, 2025 (the "Record Date") is present in person or by proxy. Therefore, please cast your vote online or by phone or mark, sign, date and return the enclosed proxy card(s) as soon as possible. You may revoke your proxy at any time before its use. Only shareholders of record of a Fund at the close of business on the Record Date are entitled to notice of and to vote at the Fund's Shareholder Meeting and any adjournments or postponements thereof.

vi

This notice and the accompanying proxy material are first being sent to shareholders on or about [DATE], 2025.

By order of the Boards of the Funds,

<u> Jennifer L. Butler<br>Secretary </u>   <u> Courtney R. Taylor<br>Secretary </u> <br> <u> Julie E. Lawton<br>Secretary </u>   <u> Michael R. Tom<br>Secretary </u>

You are invited to attend the Shareholder Meetings in person. However, you may vote prior to the Shareholder Meetings online, by phone or by returning your completed proxy card(s). Your vote is important no matter how many shares you owned on the Record Date.

<u>Important</u>

You can help your Fund(s) avoid the expense of further proxy solicitation by promptly voting your shares using one of three convenient methods: (a) by accessing the Internet website as described in the enclosed proxy card(s) or meeting notice(s); (b) by calling the toll-free number as described in the enclosed proxy card(s) or meeting notice(s); or (c) by signing, dating and returning the enclosed proxy card(s) in the enclosed postage-paid envelope.

vii

JOINT PROXY STATEMENT

<u>**TABLE OF CONTENTS**</u>

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| | |
|:---|:---|
|  | Page |
|  [Fund Abbreviations](#T01) | 2 |
|  <u>Part I – The Proposals</u> |  |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; [Proposal 1 – To elect Board members of the Funds](#T02) | 4 |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; [Proposal 2 – To approve the proposed amendment of the Investment Advisory and Service Agreement to modify the investment advisory and service fee schedule for each of American Funds Mortgage Fund, American High-Income Trust, The Bond Fund of America, U.S. Government Securities Fund, Intermediate Bond Fund of America, American High-Income Municipal Bond Fund, Limited Term Tax-Exempt Bond Fund of America, The Tax-Exempt Bond Fund of America, The Tax-Exempt Fund of California, and. American Funds Tax-Exempt Fund of New York](#T03) | 9 |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; [Proposal 3 – To approve the proposed change to the diversification classification for American Funds Tax-Exempt Fund of New York from a diversified to a non-diversified registered investment company](#T04) | 14 |
|  <u>Part II</u> |  |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; [Additional Information about the Funds](#T05) | 16 |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; [Audit Committee](#T06) | 17 |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; [Further Information About Voting and the Shareholder Meetings](#T07) | 18 |
|  EXHIBITS |  |
|  [Exhibit A – Series and Included Fund(s)](#T08) |  |
|  [Exhibit B – Form of Nominating and Governance Committee Charter](#T09) |  |
|  APPENDICES |  |
|  [Appendix 1 – Board Member and Nominee Information](#T10) |  |
|  [Appendix 2 – Board and Committee Meetings; Committee Composition](#T11) |  |
|  [Appendix 3 – Board Member Compensation and Fund Ownership](#T12) |  |
|  [Appendix 4 – Executive Officers](#T13) |  |
|  [Appendix 5 – Total Shares Outstanding](#T14) |  |
|  [Appendix 6 – Principal Beneficial Holders](#T15) |  |
|  [Appendix 7 – Independent Auditors and Related Fees](#T16) |  |
|  [Appendix 8 – Comparison of Current and Proposed Advisory Fee Schedules](#T17) |  |
|  [Appendix 9 – Advisory Fee Information](#T18) |  |
|  [Appendix 10 – Expense Ratio Analysis](#T19) |  |

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*Throughout this Joint Proxy Statement, except where the context indicates otherwise, all references to the "Fund" shall apply to each Fund. A list of the Funds and abbreviations used for each Fund in this Joint Proxy Statement is set forth in the table below.*

<u>Fund Abbreviations</u>

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| | |
|:---|:---|
|  Name of Fund | Abbreviation |
|  AMCAP Fund | AMCAP |
|  American Balanced Fund | AMBAL |
|  American Funds College Target Date Series | AFCTD |
|  American Funds Corporate Bond Fund | CBF |
|  American Funds Developing World Growth and Income Fund | DWGI |
|  American Funds Emerging Markets Bond Fund | EMBF |
|  American Funds Fundamental Investors | FI |
|  American Funds Global Balanced Fund | GBAL |
|  American Funds Global Insight Fund | GIF |
|  American Funds Inflation Linked Bond Fund | ILBF |
|  American Funds International Vantage Fund | IVE |
|  American Funds Mortgage Fund | AFMF |
|  American Funds Multi-Sector Income Fund | MSI |
|  American Funds Portfolio Series | AFPS |
|  American Funds Retirement Income Portfolio Series | AFRIS |
|  American Funds Short-Term Tax-Exempt Bond Fund | STEX |
|  American Funds Strategic Bond Fund | SBF |
|  American Funds Target Date Retirement Series | AFTD |
|  American Funds Tax-Exempt Fund of New York | TEFNY |
|  American Funds U.S. Government Money Market Fund | MMF |
|  American High-Income Municipal Bond Fund | AHIM |
|  American High-Income Trust | AHIT |
|  American Mutual Fund | AMF |
|  The Bond Fund of America | BFA |
|  Capital Group Central Fund Series | CCF |
|  Capital Group Central Fund Series II | CCBF |
|  Capital Group Completion Fund Series | CGCF |
|  Capital Group Conservative Equity ETF | CGCV |
|  Capital Group Core Balanced ETF | CGBL |
|  Capital Group Core Equity ETF | CGUS |
|  Capital Group Dividend Growers ETF | CGDG |
|  Capital Group Dividend Value ETF | CGDV |
|  Capital Group Fixed Income ETF Trust | CGFIT |
|  Capital Group Global Equity ETF | CGGE |
|  Capital Group Global Growth Equity ETF | CGGO |
|  Capital Group Growth ETF | CGGR |
|  Capital Group International Core Equity ETF | CGIC |
|  Capital Group International Equity ETF | CGIE |
|  Capital Group International Focus Equity ETF | CGXU |
|  Capital Group New Geography Equity ETF | CGNG |
|  Capital Group Private Client Services Funds | CGPCS |
|  Capital Group U.S. Equity Fund | CAPUSE |

---

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| | |
|:---|:---|
|  Name of Fund | Abbreviation |
|  Capital Income Builder | CIB |
|  Capital World Bond Fund | WBF |
|  Capital World Growth and Income Fund | WGI |
|  Emerging Markets Equities Fund, Inc. | EMEF |
|  EUPAC Fund | EUPAC |
|  The Growth Fund of America | GFA |
|  The Income Fund of America | IFA |
|  Intermediate Bond Fund of America | IBFA |
|  International Growth and Income Fund | IGI |
|  The Investment Company of America | ICA |
|  Limited Term Tax-Exempt Bond Fund of America | LTEX |
|  The New Economy Fund | NEF |
|  New Perspective Fund | NPF |
|  New World Fund, Inc. | NWF |
|  Short-Term Bond Fund of America | STBF |
|  SMALLCAP World Fund, Inc. | SCWF |
|  The Tax-Exempt Bond Fund of America | TEBF |
|  The Tax-Exempt Fund of California | TEFCA |
|  U.S. Government Securities Fund | GVT |
|  Washington Mutual Investors Fund | WMIF |

---

With the exception of EUPAC, which is a Massachusetts business trust, and EMEF, NWF and SCWF, which are Maryland corporations, each of the Funds is a Delaware statutory trust or a series of a Delaware statutory trust.

<u>PART</u> <u>I — THE PROPOSALS</u>

Shareholders of each Fund will vote separately to elect Board members of that Fund, except where there are multiple Funds in a series. Shareholders of the Funds listed on Exhibit A will vote together to elect Board members of that series.

Shareholders of each applicable Fund will vote separately on proposals 2 and 3. The successful passage of a proposal as to any Fund is not conditioned on the approval of the proposal by the shareholders of any other Fund.

PROPOSAL 1: TO ELECT BOARD MEMBERS

The purpose of the proposal is to elect members of the Board of directors/trustees (the "Board") for each of the Funds. You are being asked to vote for the election of directors or trustees for your Fund(s).

It is intended that proxies will be voted for all nominees (the "nominees") listed below for the applicable Board unless a proxy contains specific instructions to the contrary. If elected by shareholders, each nominee's term in office will commence on January 1, 2026, and will continue until his or her resignation, death or disability, or until his or her successor is elected and qualified.

Each nominee has consented to serve on the applicable Board if elected by shareholders. If, however, before the election, any nominee refuses or is unable to serve, proxies may be voted for a replacement nominee, if any, designated by the applicable Board.

Pertinent information about each of the nominees, including information relating to the experience, attributes and skills relevant to the nominee's qualifications to serve on the Board, is set forth in Appendix 1. Following is the list of nominees and the Fund(s) for which he or she is standing for election.

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| | |
|:---|:---|
|  Independent Board <br>Members<sup>1</sup> | Funds for which Board Member is being nominated |
|  Gina F. Adams | AMBAL, CGBL, CGDV, CGFIT, CGIC, CGNG, CGXU, DWGI, EUPAC, FI, Fixed Income Funds<sup>2</sup>, GFA, IFA, IGI, NPF, NWF, SCWF, WMIF |
|  Charles E. Andrews | AMBAL, CGBL, CGDV, CGIC, CGNG, CGXU, DWGI, EUPAC, FI, GFA, IFA, IGI, NPF, NWF, SCWF, WMIF |
|  Joseph J. Bonner | AMBAL, CGBL, CGDV, CGIC, CGNG, CGXU, DWGI, EUPAC, FI, GFA, IFA, IGI, NPF, NWF, SCWF, WMIF |
|  Michael C. Camuñez | AMBAL, CGBL, CGDV, CGIC, CGNG, CGXU, DWGI, EUPAC, FI, GFA, IFA, IGI, NPF, NWF, SCWF, WMIF |
|  Vanessa C. L. Chang | AFCTD, AFPS, AFRIS, AFTD, AMBAL, CGBL, CGDV, CGIC, CGGO, CGGR, CGNG, CGUS, CGXU, DWGI, EUPAC, FI, GFA, IFA, IGI, NPF, NWF, SCWF, WMIF |
|  Francisco G. Cigarroa | AFCTD, AFPS, AFRIS, AFTD, CGFIT, CGGO, CGGR, CGUS, Fixed Income Funds<sup>2</sup> |
|  Cecilia V. Estolano | AMBAL, CGBL, CGDV, CGIC, CGNG, CGXU, DWGI, EUPAC, FI, GFA, IFA, IGI, NPF, NWF, SCWF, WMIF |
|  Nariman Farvardin | AFCTD, AFPS, AFRIS, AFTD, CGFIT, CGGO, CGGR, CGUS, Fixed Income Funds<sup>2</sup> |

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---

| | |
|:---|:---|
|  Independent Board <br>Members<sup>1</sup> | Funds for which Board Member is being nominated |
|  Jennifer C. Feikin | AFCTD, AFPS, AFRIS, AFTD, CGFIT, CGGO, CGGR, CGUS, Fixed Income Funds<sup>2</sup> |
|  John G. Freund | AFCTD, AFPS, AFRIS, AFTD, AMCAP, AMF, CAPUSE, CGCV, CGDG, CGGE, CGGO, CGGR, CGIE, CGUS, CIB, EMEF, GBAL, GIF, ICA, IVE, NEF, WGI |
|  Pablo R. González Guajardo | AMCAP, AMF, CAPUSE, CGCV, CGDG, CGGE, CGIE, CIB, EMEF, GBAL, GIF, ICA, IVE, NEF, WGI |
|  Yvonne L. Greenstreet | AMBAL, CGBL, CGDV, CGIC, CGNG, CGXU, DWGI, EUPAC, FI, GFA, IFA, IGI, NPF, NWF, SCWF, WMIF |
|  Pedro J. Greer, Jr. | AMCAP, AMF, CAPUSE, CGCV, CGDG, CGGE, CGIE, CIB, EMEF, GBAL, GIF, ICA, IVE, NEF, WGI |
|  Leslie Stone Heisz | AFCTD, AFPS, AFRIS, AFTD, CGFIT, CGGO, CGGR, CGUS, Fixed Income Funds<sup>2</sup> |
|  Merit E. Janow | AMCAP, AMF, CAPUSE, CGCV, CGDG, CGFIT, CGGE, CGIE, CIB, EMEF, Fixed Income Funds<sup>2</sup>, GBAL, GIF, ICA, IVE, NEF, WGI |
|  William D. Jones | AMCAP, AMF, CAPUSE, CGCV, CGDG, CGGE, CGIE, CIB, EMEF, GBAL, GIF, ICA, IVE, NEF, WGI |
|  Martin E. Koehler | AMBAL, CGBL, CGDV, CGFIT, CGIC, CGNG, CGXU, DWGI, EUPAC, FI, Fixed Income Funds<sup>2</sup>, GFA, IFA, IGI, NPF, NWF, SCWF, WMIF |
|  Earl Lewis, Jr. | AMCAP, AMF, CAPUSE, CGCV, CGDG, CGGE, CGIE, CIB, EMEF, GBAL, GIF, ICA, IVE, NEF, WGI |
|  Sharon I. Meers | AFCTD, AFPS, AFRIS, AFTD, AMBAL, CGBL, CGDV, CGGO, CGGR, CGIC, CGNG, CGUS, CGXU, DWGI, EUPAC, FI, GFA, IFA, IGI, NPF, NWF, SCWF, WMIF |
|  Pascal Millaire | AMBAL, CGBL, CGDV, CGIC, CGNG, CGXU, DWGI, EUPAC, FI, GFA, IFA, IGI, NPF, NWF, SCWF, WMIF |
|  Benjamin Miller | CGFIT, Fixed Income Funds<sup>2</sup> |
|  William I. Miller | AMBAL, CGBL, CGDV, CGIC, CGNG, CGXU, DWGI, EUPAC, FI, GFA, IFA, IGI, NPF, NWF, SCWF, WMIF |
|  Josette Sheeran | AMBAL, CGBL, CGDV, CGFIT, CGIC, CGNG, CGXU, DWGI, EUPAC, FI, Fixed Income Funds<sup>2</sup>, GFA, IFA, IGI, NPF, NWF, SCWF, WMIF |
|  Kenneth M. Simril | AFCTD, AFPS, AFRIS, AFTD, AMCAP, AMF, CAPUSE, CGCV, CGDG, CGGE, CGGO, CGGR, CGIE, CGUS, CIB, EMEF, GBAL, GIF, ICA, IVE, NEF, WGI |
|  Margaret Spellings | AFCTD, AFPS, AFRIS, AFTD, CGFIT, CGGO, CGGR, CGUS, Fixed Income Funds<sup>2</sup> |
|  Christopher E. Stone | AFCTD, AFPS, AFRIS, AFTD, AMCAP, AMF, CAPUSE, CGCV, CGDG, CGGE, CGGO, CGGR, CGIE, CGUS, CIB, EMEF, GBAL, GIF, ICA, IVE, NEF, WGI |
|  Alexandra Trower | AFCTD, AFPS, AFRIS, AFTD, CGFIT, CGGO, CGGR, CGUS, Fixed Income Funds<sup>2</sup> |
|  Kathy J. Williams | AMCAP, AMF, CAPUSE, CGCV, CGDG, CGGE, CGIE, CIB, EMEF, GBAL, GIF, ICA, IVE, NEF, WGI |

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<u> Independent Board <br>Members<sup>1</sup> </u> <u> Funds for which Board Member is being nominated </u> <br> <u> Paul S. Williams </u> <u> AFCTD, AFPS, AFRIS, AFTD, CGFIT, CGGO, CGGR, CGUS, Fixed Income Funds<sup>2</sup> </u> <br> <u> Amy Zegart </u> <u> AMCAP, AMF, CAPUSE, CGCV, CGDG, CGGE, CGIE, CIB, EMEF, GBAL, GIF, ICA, IVE, NEF, WGI </u>

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| | |
|:---|:---|
|  Interested Board <br>Members<sup>3</sup> | Funds for which Board Member is being nominated |
|  Pramod Atluri | CGFIT, Fixed Income Funds<sup>2</sup> |
|  Christopher D. Buchbinder | AFCTD, AFPS, AFRIS, AFTD, CGGO, CGGR, CGUS |
|  Noriko Honda Chen | AMCAP, AMF, CAPUSE, CGCV, CGDG, CGGE, CGIE, CIB, EMEF, GBAL, GIF, ICA, IVE, NEF, WGI |
|  Mathews Cherian | AMCAP, AMF, CAPUSE, CGCV, CGDG, CGGE, CGIE, CIB, EMEF, GBAL, GIF, ICA, IVE, NEF, WGI |
|  Bradford F. Freer | AMBAL, CGBL, CGDV, CGIC, CGNG, CGXU, DWGI, EUPAC, FI, GFA, IFA, IGI, NPF, NWF, SCWF, WMIF |
|  Anne-Marie Peterson | AMBAL, CGBL, CGDV, CGIC, CGNG, CGXU, DWGI, EUPAC, FI, GFA, IFA, IGI, NPF, NWF, SCWF, WMIF |
|  William L. Robbins | AFCTD, AFPS, AFRIS, AFTD, CGGO, CGGR, CGUS |
|  Courtney K. Wolf | CGFIT, Fixed Income Funds<sup>2</sup> |

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<sup>1</sup> The term "independent" Board member refers to a Board member who is not an "interested person" of the Fund within the meaning of the 1940 Act. Each "independent" Board nominee was nominated by the applicable Fund's current "independent" Board members.

<sup>2</sup> Fixed Income Funds are AFMF, AHIM, AHIT, BFA, CBF, CCBF, CCF, CGCF, CGPCS, EMBF, GVT, IBFA, ILBF, LTEX, MMF, MSI, SBF, STBF, STEX, TEBF, TEFCA, TEFNY and WBF.

<sup>3</sup> Board member affiliated with CRMC or its affiliates.

Mary Davis Holt is planning to retire from the Boards of AFCTD, AFPS, AFRIS, AFTD, Fixed Income Funds and WMIF at the end of 2025. She will remain on the Boards until her retirement and will not stand for election at the upcoming Shareholder Meetings, but her retirement may be delayed if for any reason her successor on any Board is not elected and qualified.

As part of a broader effort to update board oversight and fund operations, the following current independent Board members (defined above) will continue to serve the fund complex but will not stand for election to the certain Funds' Boards, as listed below: Vanessa C. L. Chang (CGCV, CGDG, CGFIT, CGGE, CGIE), Nariman Farvardin (AMBAL, DWGI, IFA, IGI and WMIF), Jennifer C. Feikin (CGBL, CGCV, CGDG, CGDV, CGGE, CGIC, CGIE, CGNG, CGXU), John G. Freund (FI, GFA, SCWF), Pablo R. González Guajardo (CGBL, CGDV, CGFIT, CGGO, CGGR, CGIC, CGNG, CGUS, CGXU, EUPAC, NPF, NWF), Leslie Stone Heisz (CGBL, CGCV, CGDG, CGDV, CGGE, CGIC, CGIE, CGNG, CGXU), Merit E. Janow (AFCTD, AFPS, AFRIS, AFTD), William D. Jones (AMBAL, CGBL, CGDV, CGFIT, CGGO, CGGR, CGIC, CGNG, CGUS, CGXU, DWGI, IFA, IGI, WMIF), Kenneth M. Simril (FI, GFA, SCWF), Margaret Spellings (AMBAL, DWGI, IFA, IGI, WMIF), Christopher E. Stone (EUPAC, FI, GFA, NPF, NWF, SCWF) and Amy Zegart (EUPAC, NPF, NWF).

The following current interested Board member (defined above) will continue to serve the fund complex but will not stand for election to the Boards of the Funds listed below: William L. Robbins (AMCAP, AMF, CAPUSE, CGBL, CGCV, CGDG, CGDV, CGGE, CGIC, CGIE, CGFIT, CGNG, CGXU, EMEF, GBAL, ICA).

Pertinent information about each of these Board members is included in Appendix 1.

Shareholder Approval

Approval for each Fund (other than EUPAC and EMEF) requires the affirmative vote of a plurality of votes cast by shareholders of such Fund at a Shareholder Meeting at which a quorum is present. See the section of this Joint Proxy Statement captioned "Method of tabulation" for more information regarding the plurality voting standard. Approval for EUPAC and EMEF requires the affirmative vote of a majority of votes cast by shareholders of such Fund at a Shareholder Meeting at which a quorum is present. Shareholders of the Funds listed on Exhibit A will vote together to elect members of the Board of that series, and the quorum requirement and plurality voting standard apply to the Funds of that series together.

THE BOARD OF EACH FUND RECOMMENDS THAT YOU VOTE "FOR" EACH OF THE NOMINEES FOR YOUR FUND(S).

PROXIES WILL BE VOTED "FOR" THE ELECTION OF ALL NOMINEES, UNLESS OTHERWISE SPECIFIED.

Board leadership structure

Each Board is led by an independent chair who is not an "interested person" of the Fund under the 1940 Act. The Boards believe that having an independent chair helps with oversight and allows the Boards to operate more effectively. The role of the independent chair includes leading Board meetings, setting schedules and agendas, running executive sessions with the other independent Board members, facilitating communication with committee chairs, and being the main independent Board member contact for Fund management and legal counsel.

Board role in risk oversight

The operations of each Fund are supervised by its Board, which meets periodically and performs duties required by applicable state and federal laws. Day-to-day management of each Fund, including risk management, is the responsibility of the Fund's contractual service providers, including the Advisers, principal underwriter/distributor and transfer agent. Each of these entities is responsible for specific portions of the Fund's operations, including the processes and associated risks relating to the Fund's investments, integrity of cash movements, financial reporting, operations and compliance. The Boards oversee the service providers' discharge of their responsibilities, including the processes they use to manage relevant risks. In that regard, the Boards receive reports regarding the operations of a Fund's service providers, including relevant risks. For example, the Boards receive reports from investment professionals regarding risks related to a Fund's investments and trading. The Boards also receive compliance reports from the chief compliance officers of the Funds and Advisers addressing certain areas of risk.

As described below, each Board has three standing committees comprised entirely of independent Board members: an audit committee ("AC"), a contracts committee ("KC") and a nominating and governance committee ("NGC"). Those committees, as well as joint committees of independent Board members of the Funds, also explore risk management procedures in particular areas and report back to the full Board.

Not all risks that may affect the Funds can be identified or processes and controls developed to eliminate or mitigate their effect. Moreover, it is necessary to bear certain risks (such as investment-related risks) to achieve a Fund's objectives. As a result of the foregoing and other factors, the ability of the Funds' service providers to eliminate or mitigate risks is subject to limitations.

Board committees and membership

Each Board committee member was an independent Board member during such Fund's most recent fiscal year. Committee memberships are set forth in Appendix 2. If the nominees are elected, each Board may reconstitute its committees with independent Board members.

The AC provides oversight regarding the Fund's accounting and financial reporting policies and practices, its internal controls and the internal controls of the Fund's principal service providers and acts as a liaison between the Fund's independent registered public accounting firm and its full Board.

Each Fund's KC is composed of all the Board's independent Board members. The KC's principal function is to request, review and consider the information deemed necessary to evaluate the terms of certain agreements between the Fund and its Adviser or the Adviser's affiliates, such as the Investment Advisory and Service Agreement, Principal Underwriting Agreement, Administrative Services Agreement and Plans of Distribution adopted pursuant to Rule 12b-1 under the 1940 Act, that the Fund may enter into, renew or continue, and to make recommendations to the Fund's full Board on these matters.

Each Fund has a NGC composed of certain independent Board members. The NGC operates under a written charter, a form of which is set forth in Exhibit B. The NGC periodically reviews such issues as the Board's composition, responsibilities, committees, compensation and other relevant matters, and recommends any appropriate changes to the full Board. The NGC also coordinates annual self-assessments of each Fund's Board and evaluates, selects and nominates independent Board members to the full Board. While the NGC of each Fund normally is able to identify from its own and other resources an ample number of qualified candidates, it will consider shareholder suggestions of persons to be considered as nominees to fill future vacancies on the Board. Such suggestions must be made in writing to the NGC of the Fund, addressed to the Fund's secretary, and accompanied by complete biographical and occupational data of the prospective nominee, along with a written consent of the prospective nominee for consideration of his or her name by the NGC (see also the section of this Joint Proxy Statement titled "Shareholder Proposals").

Board member compensation and Fund ownership

Compensation paid to each independent Board member for the Fund(s) he or she oversees as a Board member, during the most recent fiscal year for each Fund, is set forth in Appendix 3. The value of Fund shares owned by each Board member or nominee in the Fund(s) he or she oversees, or would oversee if elected, as of June 30, 2025, is also set forth in Appendix 3. No compensation is paid by the Funds to any Board member who is affiliated with the Adviser. No pension or retirement benefits are accrued to any nominee as part of Fund expenses.

Other officers

Set forth in Appendix 4 are the executive officers of each Fund as of the date of this Joint Proxy Statement. Each officer listed was appointed and each will hold office until his or her resignation, removal or retirement, or until a successor is duly appointed.

No officer, director or employee of CRMC or CIInc receives any remuneration from any Fund.

Board correspondence

The Funds do not hold annual meetings of shareholders and, therefore, do not have a policy with regard to Board member attendance at such meetings. If a shareholder wishes to send a communication to any of the Boards, or to a specified Board member, the communication should be submitted in writing to the Secretary of the applicable Fund(s) at 333 South Hope Street, 55th Floor, Los Angeles, California 90071, who will forward such communication to the applicable Board member(s).

PROPOSAL 2: TO APPROVE INVESTMENT ADVISORY AND SERVICE AGREEMENT AMENDMENTS TO MODIFY THE INVESTMENT ADVISORY AND SERVICE FEE SCHEDULE FOR EACH OF AMERICAN FUNDS MORTGAGE FUND, AMERICAN HIGH-INCOME TRUST, THE BOND FUND OF AMERICA, U.S. GOVERNMENT SECURITIES FUND, INTERMEDIATE BOND FUND OF AMERICA, AMERICAN HIGH-INCOME MUNICIPAL BOND FUND, LIMITED TERM TAX-EXEMPT BOND FUND OF AMERICA, THE TAX-EXEMPT BOND FUND OF AMERICA, THE TAX-EXEMPT FUND OF CALIFORNIA, AND AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK.

Introduction

The purpose of the proposal is for shareholders of each Fund named in this proposal to approve the implementation of proposed changes to the Fund's advisory fee structure to remove the income component of the fee structure and implement an asset-only advisory fee schedule as set forth in Appendix 8.

Currently, each Fund named in this proposal has an advisory fee structure in place where the advisory fee has both an asset-based component, which is calculated based on the Fund's average daily net assets, and an income component, which is calculated based on the Fund's monthly gross income for the preceding month (the "Income Portion"). The Income Portion of each Fund's advisory fee is explained more fully below under "Description of Current Advisory Agreement". Most mutual funds have simpler fee structures in place and charge an advisory fee based only on the fund's average daily net assets. The Income Portion is complicated and creates variability (sometimes significant) in the amount of the fees charged to a Fund, especially during dynamic interest rate environments. For example, when interest rates were very low during the COVID-19 pandemic, the Funds' advisory fees were lower, but began to rise when interest rates rose. In the current yield environment, for Funds that have an Income Portion, advisory fees have increased, as reflected in Appendix 9. In some cases, the Adviser has voluntarily waived a portion of the increase in fees to mitigate the impact. Each Fund's Board and Adviser believes that removing the Income Portion of the advisory fee and implementing an asset-only advisory fee structure for these Funds will provide a certain amount of stability and consistency of pricing for shareholders, and will potentially make the Funds more marketable among their peers, which could result in an overall increase in assets.

Shareholders of each Fund should consider the benefits to CRMC if they approve the proposal. For example, the proposed changes to certain Funds' advisory fee structures will, under certain circumstances for AHIT and TEBF, result in a Fund paying higher advisory fees than it pays under its current fee structure.

Furthermore, if the Funds' assets grow, CRMC will receive more in advisory fees, because the overall average daily net assets on which CRMC will collect advisory fees will be greater.

Shareholders of each Fund should also consider the potential benefits to the Funds if the proposal is approved. Specifically, if the Funds' assets grow, shareholders may benefit from efficiencies, as well as reduced overall expenses. Shareholders should note, however, that there is no guarantee such efficiencies will be realized or overall expenses reduced.

Information Regarding Capital Research and Management Company

CRMC, an experienced investment management organization founded in 1931, serves as the investment adviser to the Funds and, as of June 30, 2025, had more than $3.0 trillion in assets under management. CRMC is a corporation organized under the laws of the state of Delaware and is a wholly owned subsidiary of The Capital Group Companies, Inc. The address of CRMC and The Capital Group Companies, Inc. is 333 South Hope Street, Los Angeles, California 90071.

CRMC manages equity assets through three equity investment divisions and fixed income assets through its fixed income investment division, Capital Fixed Income Investors, and asset allocation portfolios through its solutions division, Capital Solutions Group. The three equity investment divisions — Capital International Investors, Capital Research Global Investors and Capital World Investors — make investment decisions independently of one another.

Information about CRMC's principal executive officers as well as each trustee or officer of a Fund who is an officer, employee, director or shareholder of CRMC is set forth in Appendix 4.

Description of Current Advisory Agreement

Each Fund currently has an investment advisory agreement dated as of the date set forth in the table below (as amended and restated to date, the "Current Advisory Agreement") with CRMC. The term of the Current Advisory Agreement expires on the date set forth in the table below. The Board, including a majority of independent Board members, last approved the continuation of the Current Advisory Agreement on the date set forth in the table below. The Current Advisory Agreement was last approved by the Fund's shareholders effective as of the date set forth in the table below.

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| | | | | |
|:---|:---|:---|:---|:---|
|  Fund | Date of <br>Current <br>Advisory <br>Agreement | Expiration <br>Date of <br>Current <br>Advisory <br>Agreement | Date Current <br>Advisory <br>Agreement Last <br>Approved by <br>Board | Date Current <br>Advisory <br>Agreement Last <br>Approved by <br>Shareholders |
|  AFMF | 5/1/2022 | 4/30/2026 | 3/3/2025 | 10/26/2010 |
|  AHIM | 5/1/2022 | 4/30/2026 | 3/3/2025 | 11/24/2009 |
|  AHIT | 5/1/2023 | 4/30/2026 | 3/3/2025 | 11/24/2009 |
|  BFA | 5/1/2021 | 4/30/2026 | 3/3/2025 | 11/24/2009 |
|  GVT | 5/1/2023 | 4/30/2026 | 3/3/2025 | 11/24/2009 |
|  IBFA | 5/1/2021 | 4/30/2026 | 3/3/2025 | 11/24/2009 |
|  LTEX | 5/1/2022 | 4/30/2026 | 3/3/2025 | 11/24/2009 |
|  TEBF | 5/1/2020 | 4/30/2026 | 3/3/2025 | 11/24/2009 |
|  TEFCA | 5/1/2022 | 4/30/2026 | 3/3/2025 | 11/24/2009 |
|  TEFNY | 5/1/2022 | 4/30/2026 | 3/3/2025 | 10/26/2010 |

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Under the Current Advisory Agreement, CRMC is responsible for providing a continuous investment program for each Fund, making decisions with respect to all purchases and sales of assets, and placing orders for the investment and reinvestment of Fund assets.

In consideration of the services provided by CRMC under the Current Advisory Agreements, the Funds pay CRMC a fee that is composed of a Base Fee (defined below) and an Income Portion.

Base Fee. The base fee is calculated and accrued daily, at the annualized rate of each Fund's average daily net assets as set forth in Appendix 8 ("Base Fee").

Income Portion. The Income Portion is calculated from the Fund's monthly gross income for the preceding month. The Income Portion accrues daily, and "gross income" for this purpose is determined in the same manner as gross income is determined for and reported in financial statements and does not include gains or losses from the sale of securities.

Description of Advisory Agreement Amendment

The proposed amendment to the advisory agreement between CRMC and each Fund (the "Advisory Agreement Amendment") makes no changes to the Current Advisory Agreement, with the exception of changing the date of effectiveness and the advisory fee rate for each Fund and removing the Income Portion of the advisory fee.

Additionally, there are no differences in CRMC's obligations to the Funds imposed by the Advisory Agreement Amendment. Accordingly, the Advisory Agreement Amendment would not result in any material changes to the nature, extent or quality of services provided by CRMC to any Fund. If the proposal is not approved by shareholders of a certain Fund, the applicable Fund's existing advisory agreement and fee structure will remain in effect. If shareholders of each Fund approve the proposal applicable to that Fund at the Shareholder Meeting, the fee changes will be effective no sooner than March 1, 2026. Until that time, the Funds will be charged fee rates consistent with the Current Advisory Agreements. The Advisory Agreement Amendment's initial term will last until the Fund's Current Advisory Agreement is set to expire and will continue in effect for successive one-year periods thereafter if its continuance is approved, on behalf of the Funds, at least annually in the manner required by the 1940 Act and the rules and regulations thereunder.

The proposed advisory fee rates under the Advisory Agreement Amendment are set forth in Appendix 8.

Appendix 9 is a comparison of the advisory fees each Fund paid for the previous three prospectus filings, and proposed advisory fees each Fund would have paid at June 30, 2025, applied to the 12-month average daily net assets. Appendix 9 also provides the ranking of each Fund against advisory fees of similar funds, excluding funds of funds, in its peer group assuming the new advisory fee is in place, as well as comparative data showing examples of the highest and lowest advisory fees for each Fund over market environments of the prior twenty fiscal years, which included a variety of different market environments.

Additionally, Appendix 10 includes a comparison of each Fund's annual operating expenses for the fiscal year 2024 and hypothetical annual operating expenses for each Fund if the new asset-based-only advisory fee would have been in place. As shown in Appendix 10, the actual gross advisory fees paid to CRMC for each Fund for the fiscal year 2024 may vary significantly when compared to a hypothetical example of the amount of fees that would have been paid during this period had the Advisory Agreement Amendment been in effect. This is because the Income Portion is tied to the income generated by each Fund.

Board Considerations Regarding Advisory Agreement Amendment

At a meeting held on June 12, 2025 (the "Contracts Committee Meeting"), the KC reviewed and approved the Advisory Agreement Amendment, on behalf of each Fund, and recommended the Advisory Agreement Amendment to the Board. At meetings held on March 3, 2025, and June 12, 2025, the Board, including a majority of the independent Board members, reviewed and, in the exercise of its business judgment, approved the Advisory Agreement Amendment, on behalf of each Fund. The Board also recommended that shareholders of each Fund approve the Advisory Agreement Amendment. The independent Board members received advice from, and met separately with, independent Board member counsel in considering whether to approve the Advisory Agreement Amendments. The Board considered the information provided about the Funds together and with respect to each Fund separately as the Board deemed appropriate.

In considering the approval of the Advisory Agreement Amendments, the Board reviewed and considered information provided by CRMC at the Contracts Committee Meeting and throughout the year at meetings of the Board and its committees. The Board also reviewed and considered information provided in response to a detailed request for information submitted to CRMC by independent Board member counsel on behalf of the independent Board members.

In approving the Advisory Agreement Amendment, the Board, including a majority of the independent Board members, determined that the terms of the Advisory Agreement Amendment are fair and reasonable in relation to the services provided, and that the Advisory Agreement Amendment is in the best interests of each Fund and its shareholders. While attention was given to all information furnished, the following discusses some primary factors relevant to the Board's determination. The Board did not identify any single issue or particular piece of information that, in isolation, was the controlling factor, and each Board member did not necessarily attribute the same weight to each factor.

&nbsp;&nbsp;&nbsp;&nbsp;• The Board noted its review and consideration of the information provided by CRMC, including the performance results of the Funds, in connection with the annual contract renewal process at a meeting in December 2024.

&nbsp;&nbsp;&nbsp;&nbsp;• The Board considered a form of the Advisory Agreement Amendment for each Fund and noted that the Advisory Agreement Amendment did not change any of the terms and conditions of the Current Advisory Agreement other than the fee schedule for the Fund and the date of the contract.

&nbsp;&nbsp;&nbsp;&nbsp;• The Board noted that except for the change in advisory fee for each Fund, the Advisory Agreement Amendment would result in no change or diminution in the nature, extent, or quality of services provided by CRMC to the Fund, and that the Fund's current portfolio managers would continue to manage the Fund.

&nbsp;&nbsp;&nbsp;&nbsp;• The Board also reviewed CRMC's rationale for the changes to the advisory fee structure, including that (i) the Income Portion is more complicated than the asset-based advisory fee proposed in the Advisory Agreement Amendment and that the Funds' advisory fees had increased in the current interest rate environment; and (ii) the proposed change in investment advisory fees is intended to provide a certain amount of stability and consistency of pricing for shareholders and will potentially make the Funds more marketable among their peers.

&nbsp;&nbsp;&nbsp;&nbsp;• The Board reviewed and considered information regarding each Fund's total expense ratio and its various components, including advisory fees and operating expenses under the Current Advisory Agreement and the Advisory Agreement Amendment. The Board reviewed and considered the actual advisory fees paid to CRMC by each Fund for the prior ten fiscal years as compared to a hypothetical example of the advisory fees that would have been paid during such periods had the Advisory Agreement Amendment been in effect. The Board then reviewed expense tables comparing each Fund's annual operating expenses based on total annual fund operating expenses for the fiscal year 2024 and pro forma expenses showing these same expenses adjusted for the change in the advisory fee under the Advisory Agreement Amendment. The Board compared the advisory fees and total expense levels of each Fund to those of other relevant funds. The Board noted that the information showed that for certain Funds, the advisory fee for fiscal year 2024 would have been higher using the proposed advisory fee, but nonetheless determined that the terms of the Advisory Agreement Amendment are fair and reasonable in relation to the services provided.

&nbsp;&nbsp;&nbsp;&nbsp;• The Board considered management's explanation of how management arrived at the proposed advisory fees for each Fund based on the Fund's average daily net assets. The Board noted that the proposed advisory fees would generally position each Fund within the lowest three deciles (which are the most favorable) of advisory fees of comparable funds included in the Fund's Morningstar category as of June 30, 2025.

The Board reviewed and considered information regarding the estimated impact of the proposed advisory fees to CRMC's profitability. The Board noted the competitiveness and cyclicality of both the mutual fund industry and the capital markets, and the importance in that environment of CRMC's long-term profitability for maintaining its independence, company culture and management continuity. The Board further considered the breakpoint discounts in each Fund's proposed advisory fee schedule and CRMC's sharing of potential economies of scale, or efficiencies, through the breakpoints. The Board also took into account the voluntary fee waiver agreement between CRMC and each Fund, as well as the fact that CRMC had been reimbursing certain expenses of each Fund since each Fund's inception. The Board and the committee concluded that each Fund's proposed advisory fee schedule reflected a reasonable sharing of benefits between CRMC and the Fund's shareholders.

&nbsp;&nbsp;&nbsp;&nbsp;• The Board noted management's belief that removing the Income Portion and implementing an advisory fee based on average daily net assets for each Fund will potentially increase the marketability of the Funds, which could result in an overall increase in assets. The Board further noted that if the Funds' assets grow, then shareholders may benefit from efficiencies, as well as reduced overall expenses. The Board considered CRMC's statement, but noted, however, that there is no guarantee that such efficiencies will be realized or overall expenses reduced.

&nbsp;&nbsp;&nbsp;&nbsp;• The Board considered the approval of the KC of the Advisory Agreement Amendment and such committee's recommendation to the Board.

&nbsp;&nbsp;&nbsp;&nbsp;• The Board noted the length of time CRMC had provided services as an Adviser to each Fund, and the reasons why CRMC believes that seeking shareholder approval of the Advisory Agreement Amendment at the current time is reasonable and in the best interests of each Fund and its shareholders.

&nbsp;&nbsp;&nbsp;&nbsp;• The Board took into account CRMC's overall marketing strategy for the American Funds, including how the Funds fit into that strategy currently and going forward, including with respect to possible new products.

Shareholder Approval

Approval of the proposal as to a Fund will require the affirmative vote of a majority of the outstanding voting securities of that Fund, as defined in the 1940 Act. A "majority of the outstanding voting securities" is defined in the 1940 Act as the lesser of (a) 67% or more of the voting securities present at the Shareholder Meeting, if the holders of more than 50% of the outstanding voting securities of the Fund are present at the Shareholder Meeting or represented by proxy, or (b) more than 50% of the outstanding voting securities of the Fund.

IF APPLICABLE TO YOU, THE BOARD UNANIMOUSLY RECOMMENDS THAT YOU VOTE "FOR" THE PROPOSAL.

PROPOSAL 3: TO APPROVE A CHANGE IN AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK'S CLASSIFICATION FROM A "DIVERSIFIED" FUND TO A "NON-DIVERSIFIED" FUND.

Background and Description of the Proposal

The 1940 Act requires every mutual fund to be classified as either a "diversified" fund or "non-diversified" fund within the meaning of the 1940 Act. The 1940 Act also requires shareholders to approve a change in a fund's classification from a diversified fund to a non-diversified fund.

A diversified fund is limited as to the amount it may invest in any single issuer. Under the 1940 Act, a diversified fund may not, with respect to 75% of its total assets, invest in securities of any issuer if, as a result of such investment (i) more than 5% of the value of the fund's total assets would be invested in securities of any one issuer, or (ii) the fund would hold more than 10% of the outstanding voting securities of any one issuer. These percentage limitations do not apply to securities issued or guaranteed by the U.S. government, its agencies or instrumentalities, or to securities issued by other investment companies. With respect to the remaining 25% of its total assets, a diversified fund may invest more than 5% of its total assets in the securities of one issuer. These limits apply at the time a diversified fund purchases a security; a diversified fund may exceed these limits if positions it already holds increase in value relative to the rest of the fund's holdings. In contrast, a non-diversified fund is not subject to the limits of a diversified fund; it may invest a greater percentage of its assets in a single issuer or a fewer number of issuers than a diversified fund.

TEFNY is currently classified as a diversified fund. Shareholders are being asked to approve a change in TEFNY's classification from a diversified fund to a non-diversified fund, as defined under the 1940 Act. CRMC, TEFNY's investment adviser, believes that changing the Fund's classification to non-diversified will benefit the Fund by giving it the flexibility to hold larger positions in certain issuers. With respect to TEFNY's investment universe, the New York municipal market is generally a high-quality market, with few issuers. Accordingly, CRMC believes that this change will better allow the Fund to take more meaningful positions in the securities of issuers that express the Adviser's highest convictions. In addition, according to data available on Morningstar, as of July 31, 2025, a majority of the New York tax-exempt registered funds were non-diversified.

If TEFNY concentrates its investments in fewer issuers, it becomes more vulnerable to negative developments affecting those issuers. A larger allocation to any single issuer increases the risk of loss and share price volatility, since adverse circumstances or events impacting that issuer could lead to greater losses than if assets were spread across more issuers.

Other than the change in TEFNY's classification from diversified to non-diversified, CRMC does not propose or anticipate any material changes in the management of the Fund if the proposal is approved. Any future material changes to the management of the Fund will require consideration by the Board and disclosure in the Fund's prospectus or statement of additional information, as appropriate.

In addition, TEFNY is (and will remain) subject to the diversification rules of the Internal Revenue Code of 1986, as amended (the "Tax Code"). These rules provide that, to maintain favorable tax treatment, the Fund must invest at least 50% of its total assets so that no more than 5% of its total assets are invested in the securities of any issuer, and so that it holds no more than 10% of the outstanding voting securities of any issuer. With respect to the remaining 50% of its total assets, the Fund is limited to investing 25% in the securities of a single issuer. These limits apply only as of the end of each quarter of the Fund's fiscal year, so the Fund may have a higher concentration in an issuer during periods between the ends of its fiscal quarters. However, CRMC has no current intention of investing in the securities of any single issuer beyond the Tax Code limits. Like the 1940 Act limits, the Tax Code limits do not apply to securities issued or guaranteed by the U.S. government, its agencies or instrumentalities, or to securities issued by other investment companies.

The Board met on June 12, 2025 and unanimously approved the proposal. In its decision, the Board considered CRMC's view that changing TEFNY to a non-diversified fund would provide flexibility to invest more meaningfully in select issuers. The Board also noted the increased risk of concentrating assets but accepted CRMC's position that these risks are justified by potential benefits. If TEFNY shareholders approve the proposal, the change in the Fund's classification to non-diversified will become effective once its registration statement is updated to reflect this change. If the proposal is not approved, the Fund will remain diversified under its current policy.

Shareholder Approval

Approval of the proposal will require the affirmative vote of a majority of the outstanding voting securities of TEFNY, as defined in the 1940 Act. A "majority of the outstanding voting securities" is defined in the 1940 Act as the lesser of (a) 67% or more of the voting securities present at the Shareholder Meeting, if the holders of more than 50% of the outstanding voting securities of the Fund are present at the Shareholder Meeting or represented by proxy, or (b) more than 50% of the outstanding voting securities of the Fund.

IF APPLICABLE TO YOU, THE BOARD UNANIMOUSLY RECOMMENDS THAT YOU VOTE "FOR" THE PROPOSAL.

<u><u>PART II</u></u>

ADDITIONAL INFORMATION ABOUT THE FUNDS

THE INVESTMENT ADVISERS. CRMC, an experienced investment management organization founded in 1931, serves as investment adviser to each Fund (except EMEF). CRMC is a wholly owned subsidiary of The Capital Group Companies, Inc. and is located at 333 South Hope Street, Los Angeles, CA 90071. CRMC manages the investment portfolios and business affairs of each Fund (except EMEF) pursuant to an Investment Advisory and Service Agreement with the Fund.

CIInc is an indirect, wholly owned subsidiary of CRMC and is located at 333 South Hope Street, Los Angeles, CA 90071. CIInc serves as the investment adviser to EMEF.

THE UNDERWRITER. Capital Client Group, Inc., a wholly owned subsidiary of CRMC, is the principal underwriter of the Funds' shares. Capital Client Group, Inc. is located at 333 South Hope Street, Los Angeles, CA 90071; 6455 Irvine Center Drive, Irvine, CA 92618; 3500 Wiseman Boulevard, San Antonio, TX 78251; 12811 N. Meridian Street, Indianapolis, IN 46032; 399 Park Avenue, 34th Floor, New York, NY 10022; and 444 W. Lake Street, Suite 4600, Chicago, IL 60606.

THE TRANSFER AGENTS. American Funds Service Company, a wholly owned subsidiary of CRMC, maintains the records of shareholder accounts, processes purchases and redemptions of shares, acts as dividend and capital gain distribution disbursing agent, and performs other related shareholder service functions for each Fund (except the Capital Group exchange-traded funds). The principal office of American Funds Service Company is located at 6455 Irvine Center Drive, Irvine, CA 92618. In the case of certain shareholder accounts, third parties who may be unaffiliated with the investment adviser provide transfer agency and shareholder services in place of American Funds Service Company. These services are rendered under agreements with American Funds Service Company, or its affiliates, and the third parties receive compensation in accordance with the terms of such agreements.

State Street Bank and Trust Company acts as transfer agent and dividend disbursing agent for the Capital Group exchange-traded funds. Under the terms of the administration agreement, State Street Bank and Trust Company provides necessary administrative, legal, tax and accounting, regulatory and financial reporting services for the maintenance and operations of the Funds. The principal office of State Street Bank and Trust Company is One Lincoln Street, Boston, MA 02111.

THE CUSTODIANS. State Street Bank and Trust Company, One Lincoln Street, Boston, MA 02111, is the custodian for the cash and securities of AFCTD, AFMF, AFRIS, CAPUSE, CBF, CCBF, CGBL, CGFIT, CGCV, CGDG, CGDV, CGGE, CGIC, CGIE, CGGO, CGGR, CGNG, CGPCS, CGUS, CGXU, DWGI, FI, GFA, GIF, ILBF, IVE, MSI, NEF, SCWF and TEFNY. JP Morgan Chase Bank N.A., 270 Park Avenue, New York, NY 10017, is the custodian for the cash and securities of each of the other Funds.

OTHER MATTERS. Each Fund's last audited financial statements and most recent annual and semi-annual reports are available free of charge. Copies of these documents can be obtained by writing to the Secretary of the Fund at 333 South Hope Street, Los Angeles, CA 90071 or by calling American Funds Service Company, toll free, at (800) 421-4225.

SHAREHOLDERS SHARING THE SAME ADDRESS. If two or more shareholders share the same address, only one copy of this Joint Proxy Statement is being delivered to that address, unless the Funds have received contrary instructions from one or more of the shareholders at that shared address. Upon written or oral request, the Funds will deliver promptly a separate copy of this Joint Proxy Statement to a shareholder at a shared address. Please call American Funds Service Company at (800) 421-4225

or write to the Secretary of the Fund at 333 South Hope Street, Los Angeles, CA 90071 if you would like to (1) receive a separate copy of this Joint Proxy Statement; (2) receive annual or semi-annual reports or proxy statements separately in the future; or (3) request delivery of a single copy of annual or semi-annual reports or proxy statements if you are currently receiving multiple copies at a shared address.

PRINCIPAL SHAREHOLDERS. The outstanding shares and classes of each Fund as of June 30, 2025 are set forth in Appendix 5.

Each Fund's shareholders who are known by the Fund to have been the beneficial owners of more than 5% of any class of the Fund's shares as of June 30, 2025 are set forth in Appendix 6.

As of June 30, 2025, the officers and Board members of each Fund, as a group, owned of record and beneficially less than 1% of the outstanding voting securities of such Fund.

AUDIT COMMITTEE

AUDIT COMMITTEE AND INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM. Each Fund's AC acts as the liaison between the full Board and the Fund's independent registered public accounting firm ("auditors"). The AC of each Fund is responsible for the appointment, compensation and retention of the Fund's auditors, including evaluating their independence, recommending the selection of the Fund's auditors to the full Board, and meeting with such auditors to consider and review matters relating to the Fund's financial reports and internal accounting. The members of each Fund's AC, all of whom are independent Board members, are indicated in Appendix 2.

SELECTION OF AUDITORS. The AC and the Board of each Fund have selected either Deloitte & Touche LLP ("D&T") or PricewaterhouseCoopers LLP ("PwC"), as indicated in Appendix 7, as auditors of such Fund for the current fiscal year. The Funds do not expect representatives of D&T or PwC to be present at the Shareholder Meetings; however, representatives of D&T and/or PwC will have the opportunity to make a statement if they wish and will be available should any matter arise requiring their presence.

AUDIT FEES. The aggregate fees paid to D&T or PwC by each Fund for professional services rendered for the audit of the Fund's annual financial statements or for services that are normally provided in connection with statutory and regulatory filings or engagements for the Fund's last two fiscal years are set forth in Appendix 7.

AUDIT-RELATED FEES. The aggregate fees paid to D&T or PwC by each Fund for assurance and other services rendered that are reasonably related to the performance of the audit or review of the Fund's financial statements for the Fund's last two fiscal years and not reported under "Audit Fees" above are set forth in Appendix 7.

TAX FEES. The aggregate fees paid to D&T or PwC by each Fund for tax compliance, tax advice or tax planning services ("tax services") rendered by D&T or PwC to a Fund for that Fund's last two fiscal years are set forth in Appendix 7. The tax services for which these fees were paid related to the preparation of the Fund's tax returns.

ALL OTHER FEES. The Funds did not pay any fees for products or services provided by D&T or PwC to the Funds, other than those reported above, for each Fund's last two fiscal years.

AGGREGATE NON-AUDIT FEES. The aggregate fees paid to D&T or PwC by each Fund for non-audit services provided to such Fund, to the Adviser and to any entity controlling, controlled by, or under common control with the Adviser that provide ongoing services to the Fund for each Fund's last two fiscal years are set forth in Appendix 7.

The AC of each Fund has determined that the provision of such non-audit services, including tax-related services, to the Adviser and to any entities controlling, controlled by, or under common control with the Adviser that provide ongoing services to the Fund is compatible with maintaining D&T's or PwC's independence.

AUDIT COMMITTEE PRE-APPROVAL POLICIES AND PROCEDURES. The AC of each Fund has adopted pre-approval policies and procedures that require all audit, audit-related, tax and other services provided by D&T or PwC be pre-approved by the AC. The AC of each Fund has further delegated the authority to review and pre-approve such fees for services not to exceed an aggregate amount of $5,000 to the AC Chair, provided the AC Chair reports such matters to the full AC at its next meeting.

FURTHER INFORMATION ABOUT VOTING AND THE SHAREHOLDER MEETINGS

SOLICITATION OF PROXIES. Your vote is being solicited by, and on behalf of, the Board members of each Fund. The cost of soliciting proxies, including the fees of a proxy soliciting agent, will be borne by the Funds. The Funds reimburse brokerage firms and others for their expenses in forwarding proxy material to the beneficial owners and soliciting them to execute proxies. The Funds have engaged Computershare, a professional proxy solicitation firm, to solicit proxies from brokers, banks, other institutional holders and individual shareholders. The Funds expect that the solicitation will be primarily by mail, but may also include telephone, electronic or other means of communication. If your Fund does not receive your proxy by a certain time, you may receive a telephone call from Computershare asking you to vote. In any case, Computershare will be: (i) required to maintain the confidentiality of all shareholder information; (ii) prohibited from selling or otherwise disclosing shareholder information to any third party; and (iii) required to comply with applicable state telemarketing laws. The Fund does not reimburse Board members and officers of the Fund or regular employees and agents of CRMC involved in the solicitation of proxies. The Funds will pay all costs associated with the solicitation and the Shareholder Meetings. Such costs will be allocated among the Funds.

VOTING BY BROKER-DEALERS. The Funds expect that, before the Shareholder Meetings, broker-dealer firms holding shares of the Funds in "street name" for their customers will request voting instructions from their customers and beneficial owners. When these instructions are not received by the date specified in the broker-dealer firms' proxy solicitation material, the Funds understand that broker-dealers have authority under applicable stock exchange rules to cast votes on certain "routine" matters. Proposal 1 is considered a routine matter. Proposals 2 and -3 are considered non-routine matters.

QUORUM. With respect to proposal 1, holders of a majority of the outstanding shares of EUPAC and holders of one-third of the outstanding shares of every other Fund, present in person or represented by proxy, constitute a quorum at the applicable Shareholder Meeting for purposes of acting upon the proposal with respect to that Fund.

With respect to proposals 2 and 3, holders of one-third of the outstanding shares of each Fund, present in person or represented by proxy, constitute a quorum at the applicable Shareholder Meeting for purposes of acting upon the proposal with respect to that Fund.

With respect to proposals 1-3, proxies returned with respect to shares over which broker-dealers have discretionary voting power, shares that represent "broker non-votes" (i.e., shares held by brokers or nominees as to which (i) instructions have not been received from the beneficial owners or persons entitled to vote and (ii) the broker or nominee does not have discretionary voting power on a particular matter), and shares whose proxy instructions reflect an abstention will all be counted as shares present and entitled to vote for purposes of determining whether the required quorum of shares exists.

METHOD OF TABULATION. With respect to proposal 1, except for EUPAC and EMEF, approval of the proposal as to each Fund requires the affirmative vote of a plurality of the votes cast in person or by proxy at the applicable Shareholder Meeting. Shareholders of the Funds listed on Exhibit A will vote together to elect members of the Board of that series, and the plurality voting standard applies to the Funds in that series together. It is expected that, as to each of these Funds that has a plurality voting standard, the proposal will be approved and each nominee to the respective Board will be elected. Under a plurality voting standard, the nominee receiving the greatest number of affirmative votes will be elected for the board seat for which he or she has been nominated, regardless of whether the nominee receives a majority of the votes cast. In other words, a majority of a Fund's shareholders could withhold approval of a nominee's election, but, so long as a quorum is present, the nominee could be elected with a single "FOR" vote. Because a single nominee has been nominated for each available Board seat and because each nominee is running unopposed, provided a quorum is present, each nominee for each Fund that has a plurality voting standard is expected to be elected.

With respect to proposal 1 for EUPAC and EMEF, approval of the proposal requires the affirmative vote of a majority of the votes cast in person or by proxy at the Shareholder Meeting of the Fund.

With respect to proposals 2 and 3, if a quorum is present at the shareholder meeting, approval of the proposal will require the affirmative vote of a majority of the outstanding voting securities (as defined in the 1940 Act) of such Fund. Under the 1940 Act, the vote of a "majority of the outstanding voting securities" of a Fund means the affirmative vote of the lesser of (a) 67% or more of the voting securities present or represented by proxy at the Shareholder Meeting if the holders of more than 50% of the outstanding voting securities of the Fund are present in person or represented by proxy at the Shareholder Meeting, or (b) more than 50% of the outstanding voting securities of the Fund. Shareholders of each Fund will vote separately on the proposals, as applicable.

Abstentions and broker non-votes will be treated as votes present at the Shareholder Meetings for purposes of determining the existence of a quorum, but will not be treated as votes cast. Abstentions and broker non-votes, therefore, will have no effect on the Proposal 1, but will have the effect of votes against Proposals 2 and 3. Proxy cards that are signed and dated, but not completed, will be voted "FOR" each of the proposals.

ADJOURNMENT. With respect to any Fund, whether or not a quorum is present, the Shareholder Meeting may be adjourned by a majority of the votes properly cast upon the question of adjourning the Shareholder Meeting to another date and time. For each Fund (other than EMEF, EUPAC, NWF and SCWF), the Shareholder Meeting may also be adjourned to another date and time by, or upon the authority of, the Chairman of the Board or the Board members of the Fund. For EMEF, EUPAC, NWF and SCWF, the Shareholder Meeting may also be adjourned to another date, time or place by the Chairman of the meeting. Such authority to adjourn the Shareholder Meeting may be exercised if a quorum is not present at the Shareholder Meeting, or, if a quorum is present but sufficient votes have not been received to approve the proposal or for any other reason consistent with applicable laws and the Fund's charter, bylaws or other

governing documents, including to allow for the further solicitation of proxies. Any adjournment may be made with respect to any business which might have been transacted at such Shareholder Meeting, and any adjournment will not delay or otherwise affect the effectiveness and validity of any business transacted at the Shareholder Meeting prior to adjournment. Unless otherwise instructed by a shareholder granting a proxy, the persons designated as proxies may use their discretionary authority to vote as instructed by management of the Fund on questions of adjournment and on any other proposals raised at the Shareholder Meeting to the extent permitted by federal proxy rules, including proposals for which management of the Fund did not have timely notice.

SHAREHOLDER PROPOSALS. The Funds are not required and do not intend to hold regular annual meetings of shareholders. A shareholder who wishes to submit a proposal for consideration for inclusion in a Fund's proxy statement for its next meeting of shareholders should send a written proposal to the Fund's office at 333 South Hope Street, Los Angeles, CA 90071, Attention: Secretary, so that it is received within a reasonable time in advance of such meeting in order to be included in the Fund's proxy statement relating to that meeting and presented at the meeting. A shareholder proposal may be presented at a shareholder meeting only if such proposal concerns a matter that may be properly brought before the meeting under applicable federal proxy rules, state law and other governing instruments. Submission of a proposal by a shareholder does not guarantee that the proposal will be included in a Fund's proxy statement or presented at the meeting.

REVOKING YOUR PROXY. Your latest vote is the one that counts. Therefore, you can revoke a prior proxy simply by voting again — online, with your proxy card, or by phone. You can also revoke a prior proxy by writing to the Fund's secretary at 333 South Hope Street, Los Angeles, CA 90071 or by voting in person at the Shareholder Meeting. You may revoke your proxy at any time up until voting results are announced at the Shareholder Meeting.

OTHER BUSINESS. No business other than the matters described above is expected to come before the Shareholder Meetings, but should any other matter requiring a vote of any Fund's shareholders arise, including any questions as to an adjournment or postponement of a Shareholder Meeting, the persons designated as proxies will vote on such matters in accordance with the views of management.

EXHIBITS AND APPENDICES

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| | |
|:---|:---|
|  EXHIBITS |  |
|  [Exhibit A — Series and Included Fund(s)](#T08) | A-1 |
|  [Exhibit B — Form of Nominating and Governance Committee Charter.](#T09) | B-1 |
|  APPENDICES |  |
|  [Appendix 1 — Board Member and Nominee Information](#T10) | 1-1 |
|  [Appendix 2 — Board and Committee Meetings; Committee Composition](#T11) | 2-1 |
|  [Appendix 3 — Board Member Compensation and Fund Ownership](#T12) | 3-1 |
|  [Appendix 4 — Executive Officers](#T13) | 4-1 |
|  [Appendix 5 — Total Shares Outstanding](#T14) | 5-1 |
|  [Appendix 6 — Principal Beneficial Holders](#T15) | 6-1 |
|  [Appendix 7 — Independent Auditors and Related Fees](#T16) | 7-1 |
|  [Appendix 8 — Comparison of Current and Proposed Advisory Fee Schedules](#T17) | 8-1 |
|  [Appendix 9 — Advisory Fee Information](#T18) | 9-1 |
|  [Appendix 10 — Expense Ratio Analysis](#T19) | 10-1 |

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EXHIBIT A

<u>Series and Included Funds</u>

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| | |
|:---|:---|
|  Abbreviation | Series name and included fund(s) |
|  AFCTD | American Funds College Target Date Series |
|  CTD27 | American Funds College 2027 Fund |
|  CTD30 | American Funds College 2030 Fund |
|  CTD33 | American Funds College 2033 Fund |
|  CTD36 | American Funds College 2036 Fund |
|  CTD39 | American Funds College 2039 Fund |
|  CTD42 | American Funds College 2042 Fund |
|  CTDEF | American Funds College Enrollment Fund |
|  AFPS | American Funds Portfolio Series |
|  PSCGI | Conservative Growth and Income Portfolio |
|  PSG | Growth Portfolio |
|  PSGG | Global Growth Portfolio |
|  PSGI | Growth and Income Portfolio |
|  PSMGI | Moderate Growth and Income Portfolio |
|  PSP | Preservation Portfolio |
|  PSTACGI | Tax-Aware Conservative Growth and Income Portfolio |
|  PSTEP | Tax-Exempt Preservation Portfolio |
|  AFRIS | American Funds Retirement Income Portfolio Series |
|  RIC | American Funds Retirement Income Portfolio - Conservative |
|  RIE | American Funds Retirement Income Portfolio - Enhanced |
|  RIM | American Funds Retirement Income Portfolio - Moderate |
|  AFTD | American Funds Target Date Retirement Series |
|  TDF10 | American Funds 2010 Target Date Retirement Fund |
|  TDF15 | American Funds 2015 Target Date Retirement Fund |
|  TDF20 | American Funds 2020 Target Date Retirement Fund |
|  TDF25 | American Funds 2025 Target Date Retirement Fund |
|  TDF30 | American Funds 2030 Target Date Retirement Fund |
|  TDF35 | American Funds 2035 Target Date Retirement Fund |
|  TDF40 | American Funds 2040 Target Date Retirement Fund |

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| | |
|:---|:---|
|  Abbreviation | Series name and included fund(s) |
|  AFTD | American Funds Target Date Retirement Series (cont.) |
|  TDF45 | American Funds 2045 Target Date Retirement Fund |
|  TDF50 | American Funds 2050 Target Date Retirement Fund |
|  TDF55 | American Funds 2055 Target Date Retirement Fund |
|  TDF60 | American Funds 2060 Target Date Retirement Fund |
|  TDF65 | American Funds 2065 Target Date Retirement Fund |
|  TDF70 | American Funds 2070 Target Date Retirement Fund |
|  CCF | Capital Group Central Fund Series |
|  CCF | Capital Group Central Cash Fund |
|  CCBF | Capital Group Central Fund Series II |
|  CCBF | Capital Group Central Corporate Bond Fund |
|  CGCF | Capital Group Completion Fund Series |
|  CGCF | Capital Group Core Bond Completion Fund |
|  CGFIT | Capital Group Fixed Income ETF Trust |
|  CGCB | Capital Group Core Bond ETF |
|  CGCP | Capital Group Core Plus Income ETF |
|  CGHM | Capital Group Municipal High-Income ETF |
|  CGHY | Capital Group High Yield Bond ETF |
|  CGIB | Capital Group International Bond ETF (USD-Hedged) |
|  CGMS | Capital Group U.S. Multi-Sector Income ETF |
|  CGMU | Capital Group Municipal Income ETF |
|  CGSD | Capital Group Short Duration Income ETF |
|  CGSM | Capital Group Short Duration Municipal Income ETF |
|  CGUI | Capital Group Ultra Short Income ETF |
|  CGPCS | Capital Group Private Client Services Funds |
|  CAPCAM | Capital Group California Core Municipal Fund |
|  CAPCAS | Capital Group California Short-Term Municipal Fund |

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EXHIBIT B

FORM OF<br>NOMINATING AND GOVERNANCE COMMITTEE CHARTER

I. COMMITTEE ORGANIZATION

The Nominating and Governance Committee (the "Committee"), a committee established by the Board of Directors/Trustees (the "Board") of the Fund/Trust, will be comprised solely of members of the Board who are not considered "interested persons" of the Fund/Trust under the Investment Company Act of 1940, and who are otherwise independent. To be considered independent a member may not, other than in his or her capacity as a member of the Board, the Committee or any other committee of the Board, accept any consulting, advisory or other compensatory fee from the Fund/Trust, or be a former officer or director of Capital Research and Management Company ("CRMC") or any of its affiliates.

The Board will appoint the members of the Committee. If the Board has not designated a Chair of the Committee, the Committee members may designate a Chair by majority vote of all members. The Committee will be composed of at least three independent board members. The Fund's/Trust's Secretary will serve as Secretary of the Committee.

The Committee will meet with the frequency, and at the times, determined by the Committee Chair or a majority of Committee members. Under normal circumstances, the Committee is expected to meet at least annually. The Chair will cause notice of each meeting, together with the agenda and any related material, to be sent to each member, normally at least one week before the meeting. The Chair will cause minutes of each Committee meeting to be prepared and distributed to Committee members promptly. The Committee may ask independent legal counsel, officers of the Fund/Trust, representatives of CRMC, or others to attend Committee meetings and provide pertinent information as necessary or desirable. The Committee may also meet in executive session.

II. DUTIES AND RESPONSIBILITIES

The Committee will:

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(a) Evaluate the size and composition of the Board, and formulate policies and objectives concerning the desired mix of independent board member skills and characteristics. In doing so, the Committee will take into account all factors it considers relevant, including experience, demonstrated capabilities, independence, commitment, reputation, background, understanding of the investment business and understanding of business and financial matters generally. Where feasible and appropriate, the Committee will seek to enhance the diversity of Board membership. The Committee will also consider Board member succession matters.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(b) Identify and recommend to the full Board for approval board member nominations.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(c) Review independent board member compensation at least every two years, and expense-reimbursement policies as appropriate. The Committee will make recommendations on these matters to the full Board.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(d) Review material, including information drawn from independent board member questionnaires, relating to positions, transactions and relationships that could reasonably bear on the independence of board members or raise concerns regarding potential conflicts of interest.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(e) Make recommendations to the full Board concerning the appointment of the Chair and any Vice Chair of the Board and the appointment of independent board members to the Board's committees and as Board committee chairs. The Committee will review terms of the Board Chair and committee chairs in accordance with the Board's current policy, consider exceptions as needed, and make recommendations to the full Board.<sup>1</sup>

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(f) Periodically consider the responsibilities of Board committees, the continuing need for each committee, the possible need for additional committees, and the desirability of combining or reorganizing committees, and make recommendations to the full Board with respect to such matters.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(g) Participate in discussions regarding the annual assessment of the Board's performance and review, discuss and make recommendations to the Board relating to those issues arising from such assessment.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(h) Consider governance-related matters and recommend to the Board any actions related to such matters as the Committee may deem necessary or advisable from time to time.

III. AUTHORITY AND RESOURCES

The Committee will have the resources and authority appropriate to discharge its responsibilities, including, among other things, the authority to retain a search firm to assist the Committee in identifying, screening and attracting independent board members.

Independent legal counsel to the independent board members will serve as independent legal counsel to the Committee.

IV. POLICIES AND PROCEDURES

The Committee's policies and procedures may change from time to time to reflect new or evolving business conditions or nominating committee practices. In meeting its responsibilities, the Committee is expected to:

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(a) Provide oversight and help facilitate the orientation of new independent board members. The Committee Chair may designate an experienced independent board member to assist, and be available to, a new independent board member during his or her first year of service on the Board.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(b) Consider, at such times as the Committee may deem appropriate, whether the composition of the Board, its committees reflect an appropriate blend of skills, backgrounds and experience, in relation to the goal of maximizing their effectiveness. The Committee may also consider the effectiveness of meetings, including their frequency, scheduling and duration, adequacy and focus of agendas, and material and presentations, and, as appropriate, Board member attendance.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(c) Periodically review and reassess the adequacy of this Charter and recommend to the full Board any changes deemed advisable.

____________

<sup>1</sup>The Board's current policy is that the independent Board chair and Board committee chairs shall serve terms of three years in length, which can be extended to a second three-year term, for a maximum of six years. In some instances there can be exceptions.

APPENDIX 1

<u>Board Member and Nominee Information</u>

Each Fund's nominating and governance committee and Board select nominees with a view toward constituting a Board that, as a body, possesses the qualifications, skills, attributes and experience to appropriately oversee the actions of the Fund's service providers, decide upon matters of general policy and represent the long-term interests of Fund shareholders. In doing so, the nominating and governance committee considers the qualifications, skills, attributes and experience of the current Board members, with a view toward maintaining a Board that is diverse in viewpoint, experience, education and skills.

Each Fund seeks nominees who have high ethical standards and the highest levels of integrity and commitment, who have inquiring and independent minds, mature judgment, good communication skills, and other complementary personal qualifications and skills that enable them to function effectively in the context of the Fund's board and committee structure and who have the ability and willingness to dedicate sufficient time to effectively fulfill their duties and responsibilities.

Each nominee has a significant record of accomplishments in governance, business, not-for-profit organizations, government service, academia, law, accounting or other professions. Although no single list could identify all experience upon which the Fund's Independent Board members draw in connection with their service, the following table summarizes key experience for each nominee.

These references to the qualifications, attributes and skills of the nominees are pursuant to federal proxy disclosure requirements, and shall not be deemed to impose any greater responsibility or liability on any nominee, Board member or the Board as a whole. Notwithstanding the accomplishments listed below, none of the nominees is considered an "expert" within the meaning of the federal securities laws with respect to information in this Joint Proxy Statement.

1-1

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| | | | | |
|:---|:---|:---|:---|:---|
|  Nominee name, <br>and year of birth | Position with Fund<br>(year first elected<sup>2</sup>) | Principal occupation(s)<br>during the past five years | Number of<br>portfolios<br>overseen by<br>Board <br>Member3 | Other directorships<sup>4</sup><br>held during the past <br>five years |
|  Independent Board Member<sup>1</sup> | Independent Board Member<sup>1</sup> | Independent Board Member<sup>1</sup> | Independent Board Member<sup>1</sup> | Independent Board Member<sup>1</sup> |
|  Gina F. Adams <br>1958 | &nbsp;&nbsp; Nominee: CGBL, CGDV, CGFIT, CGIC, CGNG, CGXU, EUPAC, FI, Fixed Income Funds3, GFA, NPF, NWF, SCWF <br> Trustee: AMBAL (2022); DWGI (2022); IFA (2022); IGI (2022); WMIF (2019) | &nbsp;&nbsp; Executive Vice President, General Counsel and Secretary, FedEx Corporation (transportation/logistics company) | 5 | &nbsp;&nbsp; Entergy Corporation |
|  Charles E. Andrews <br>1952 | &nbsp;&nbsp; Nominee: AMBAL, CGBL, CGDV, CGIC, CGNG, CGXU, DWGI, EUPAC, FI, GFA, IFA, IGI, NPF, NWF, SCWF <br> Trustee: WMIF (2013) | &nbsp;&nbsp; Business advisor and corporate board member; former Board Member and Advisor, MorganFranklin Consulting (business consulting and technology solutions) | 1 | &nbsp;&nbsp; Marriott Vacations Worldwide Corporation; NVR, Inc.; Trustar Bank |
|  Joseph J. Bonner <br>1955 | &nbsp;&nbsp; Nominee: AMBAL, CGBL, CGDV, CGIC, CGNG, CGXU, DWGI, EUPAC, IFA, IGI, NPF, NWF, WMIF<br> Trustee: FI (2019); GFA (2019) Director: SCWF (2019) | &nbsp;&nbsp; President and CEO, Solana Beach Capital LLC (real estate advisory); Global Head of Real Estate, Board Member, The Interlink Group (private merchant bank) | 3 | &nbsp;&nbsp; Extra Space Storage |
|  Michael C. Camuñez <br>1969 | &nbsp;&nbsp; Nominee: CGBL, CGDV, CGIC, CGNG, CGXU, EUPAC, FI, GFA, NPF, NWF, SCWF<br> Director: AMBAL (2019); DWGI (2019); IFA (2019); IGI (2019); WMIF (2022) | &nbsp;&nbsp; President and CEO, Monarch Global Strategies LLC | 5 | &nbsp;&nbsp; Edison International/<br>Southern California Edison |

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1-2

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| | | | | |
|:---|:---|:---|:---|:---|
|  Nominee name, <br>and year of birth | Position with Fund<br>(year first elected<sup>2</sup>) | Principal occupation(s)<br>during the past five years | Number of<br>portfolios<br>overseen by<br>Board <br>Member3 | Other directorships<sup>4</sup><br>held during the past <br>five years |
|  Vanessa C. L. Chang<sup>5</sup> <br>1952 | &nbsp;&nbsp; Nominee: AFTD, AFPS, AFCTD, AFRIS, FI, GFA, SCWF, WMIF<br> Chair of the Board: CGBL (2023); CGCV (2024); CGDG (2023); CGDV (2021); CGFIT (2021); CGGE (2024); CGGO (2021); CGGR (2021); CGIC (2024); CGIE (2023); CGNG (2024); CGUS (2021); CGXU (2021)<br> Trustee: AMBAL (2012); DWGI (2013); EUPAC (2005); IFA (2012); IGI (2012); NPF (2000)<br> Director: NWF (2005) | &nbsp;&nbsp; Former Director, EL & EL Investments (real estate) | 32 | &nbsp;&nbsp; Transocean Ltd. (offshore drilling contractor)<br> Former director of Sykes Enterprises (outsourced customer engagement service provider) (until 2021); Edison International/Southern California Edison (until 2025) |
|  Francisco G. Cigarroa, MD <br>1957 | &nbsp;&nbsp; Nominee: CGFIT, CGGO, CGGR, CGUS<br> Trustee: AFCTD (2021); AFMF (2021); AFPS (2021); AFRIS (2021); AFTD (2021); AHIM (2021); AHIT (2021); BFA (2021); CBF (2021); CCBF (2021); CCF (2021); CGCF (2024); CGPCS (2023); EMBF (2021); GVT (2021); IBFA (2021); ILBF (2021); LTEX (2021); MMF (2021); MSI (2021); SBF (2021); STBF (2021); STEX (2021); TEBF (2021); TEFCA (2021); TEFNY (2021); WBF (2021) | &nbsp;&nbsp; Professor of Surgery, University of Texas Health San Antonio; Trustee, Ford Foundation; Clayton Research Scholar, Clayton Foundation for Biomedical Research | 99 |  |
|  Cecilia V. Estolano <br>1966 | &nbsp;&nbsp; Nominee: AMBAL, CGBL, CGDV, CGIC, CGNG, CGXU, DWGI, EUPAC, IFA, IGI, NPF, NWF, WMIF<br> Trustee: FI (2022); GFA (2022)<br> Director: SCWF (2022) | &nbsp;&nbsp; Founder and CEO of Estolano Advisors (urban planning and public policy consultancy); CEO of Better World Group (boutique environmental advocacy consultancy) | 3 |  |

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1-3

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| | | | | |
|:---|:---|:---|:---|:---|
|  Nominee name, <br>and year of birth | Position with Fund<br>(year first elected<sup>2</sup>) | Principal occupation(s)<br>during the past five years | Number of<br>portfolios<br>overseen by<br>Board <br>Member3 | Other directorships<sup>4</sup><br>held during the past <br>five years |
|  Nariman Farvardin<sup>6</sup> <br>1956 | &nbsp;&nbsp; Nominee: CGFIT, CGGO, CGGR, CGUS<br>Chair of the Board: WMIF (2007) <br>Trustee: AFCTD (2018); AFMF (2018); AFPS (2018); AFRIS (2018); AFTD (2018); AHIM (2018); AHIT (2018); AMBAL (2022); BFA (2018); CBF (2018); CCBF (2021); CCF (2018); CGCF (2024); CGPCS (2023); DWGI (2022); EMBF (2018); GVT (2018); IBFA (2018); IFA (2022); IGI (2022); ILBF (2018); LTEX (2018); MMF (2018); MSI (2019); SBF (2018); STBF (2018); STEX (2018); TEBF (2018); TEFCA (2018); TEFNY (2018); WBF (2018) | &nbsp;&nbsp; President, Stevens Institute of Technology | 104 |  |
|  Jennifer C. Feikin<sup>7</sup> <br>1968 | &nbsp;&nbsp; Trustee: AFCTD (2022); AFMF (2022); AFPS (2022); AFRIS (2022); AFTD (2022); AHIM (2022); AHIT (2022); BFA (2022); CBF (2022); CCBF (2022); CCF (2022); CGBL (2023); CGCF (2024); CGCV (2024); CGDG (2023); CGDV (2021); CGFIT (2021); CGGE (2024); CGGO (2021); CGGR (2021); CGIC (2024); CGIE (2023); CGNG (2024); CGPCS (2019); CGUS (2021); CGXU (2021); EMBF (2022); GVT (2022); IBFA (2022); ILBF (2022); LTEX (2022); MMF (2022); MSI (2022); SBF (2022); STBF (2022); STEX (2022); TEBF (2022); TEFCA (2022); TEFNY (2022); WBF (2022) | &nbsp;&nbsp; Independent corporate board member; previously held positions at Google, AOL, 20th Century Fox and McKinsey & Company | 124 | &nbsp;&nbsp; Hertz Global Holdings, Inc. |

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1-4

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| | | | | |
|:---|:---|:---|:---|:---|
|  Nominee name, <br>and year of birth | Position with Fund<br>(year first elected<sup>2</sup>) | Principal occupation(s)<br>during the past five years | Number of<br>portfolios<br>overseen by<br>Board <br>Member3 | Other directorships<sup>4</sup><br>held during the past <br>five years |
|  John G. Freund, MD<sup>8</sup> <br>1953 | &nbsp;&nbsp; Nominee: AFTD, AFPS, AFCTD, AFRIS, CGCV, CGDG, CGGE, CGGO, CGGR, CGIE, CGUS <br>Chair of the Board: FI (2010); GFA (2010); SCWF (2000) <br>Trustee: AMCAP (2022); AMF (2022); CAPUSE (2023); CIB (2016); EMEF (2023); GBAL (2022); GIF (2023); ICA (2022); IVE (2023); NEF (2000-2009; 2016); WGI (2016) | &nbsp;&nbsp; Founder and former Managing Director, Skyline Ventures (a venture capital investor in health care companies); Co-Founder of Intuitive Surgical, Inc. (1995 — 2000); Co-Founder and former CEO of Arixa Pharmaceuticals, Inc. (2016 — 2020) | 15 | &nbsp;&nbsp; Collegium Pharmaceutical, Inc.; SI — Bone, Inc. <br> Former director of Proteon Therapeutics, Inc. (until 2020); Tetraphase Pharmaceuticals, Inc. (until 2020); Sutro Biopharma, Inc. (until 2025) |
|  Pablo R. González Guajardo<sup>9</sup> <br>1967 | &nbsp;&nbsp; Nominee: CIB, GIF, IVE, NEF, WGI <br>Chair of the Board: AMCAP (2015); AMF (2015); CAPUSE (2019); EMEF (2019); ICA (2015); GBAL (2015) <br>Trustee: CGBL (2023); CGCV (2024); CGDG (2023); CGDV (2021); CGFIT (2021); CGGE (2024); CGGO (2021); CGGR (2021); CGIC (2024); CGIE (2023); CGNG (2024); CGUS (2021); CGXU (2021); EUPAC (2014); NPF (2014) <br>Director: NWF (2014) | &nbsp;&nbsp; CEO, Kimberly-Clark de México, SAB de CV | 37 | &nbsp;&nbsp; América Móvil, SAB de CV (telecommunica tions company); Kimberly-Clark de México, SAB de CV (consumer staples) <br> Former director Grupo Lala, SAB de CV (dairy company) (until 2022); Grupo Sanborns, SAB de CV (retail stores and restaurants) (until 2023) |
|  Yvonne L. Greenstreet <br>1962 | &nbsp;&nbsp; Nominee: AMBAL, CGBL, CGDV, CGIC, CGNG, CGXU, DWGI, EUPAC, IFA, IGI, NPF, NWF, WMIF <br>Trustee: FI (2019); GFA (2019) <br>Director: SCWF (2019) | &nbsp;&nbsp; Chief Executive Officer, Alnylam Pharmaceuticals, Inc. | 3 | &nbsp;&nbsp; Former director of Argenx (a global immunology company) (until 2022); Pacira, Inc. (pharmaceuticals) (until 2023) |

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1-5

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| | | | | |
|:---|:---|:---|:---|:---|
|  Nominee name, <br>and year of birth | Position with Fund<br>(year first elected<sup>2</sup>) | Principal occupation(s)<br>during the past five years | Number of<br>portfolios<br>overseen by<br>Board <br>Member3 | Other directorships<sup>4</sup><br>held during the past <br>five years |
|  Pedro J. Greer Jr. <br>1956 | &nbsp;&nbsp; Nominee: AMCAP, AMF, CAPUSE, CGCV, CGDG, CGGE, CGIE, EMEF, GBAL, ICA <br>Trustee: CIB (2016); GIF (2023); IVE (2023); NEF (2016); WGI (2016) | &nbsp;&nbsp; Physician; Professor and Founding Dean, College of Medicine, Roseman University of Health Sciences; former Chairman/Associate Dean, Florida International University | 6 |  |
|  Leslie Stone Heisz<sup>10</sup> <br>1961 | &nbsp;&nbsp; Trustee: AFCTD (2022); AFMF (2022); AFPS (2022); AFRIS (2022); AFTD (2022); AHIM (2022); AHIT (2022); BFA (2022); CBF (2022); CCBF (2022); CCF (2022); CGBL (2023); CGCF (2024); CGCV (2024); CGDG (2023); CGDV (2021); CGFIT (2021); CGGE (2024); CGGO (2021); CGGR (2021); CGIC (2024); CGIE (2023); CGNG (2024); CGPCS (2019); CGUS (2021); CGXU (2021); EMBF (2022); GVT (2022); IBFA (2022); ILBF (2022); LTEX (2022); MMF (2022); MSI (2022); SBF (2022); STBF (2022); STEX (2022); TEBF (2022); TEFCA (2022); TEFNY (2022); WBF (2022) | &nbsp;&nbsp; Former Managing Director, Lazard (retired, 2010); Director, Kaiser Permanente (California public benefit corporation); former Lecturer, UCLA Anderson School of Management | 124 | &nbsp;&nbsp; Edwards Lifesciences; Ingram Micro Holding Corporation (information technology products and services) <br> Former director of Public Storage, Inc. (until 2024) |

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1-6

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| | | | | |
|:---|:---|:---|:---|:---|
|  Nominee name, <br>and year of birth | Position with Fund<br>(year first elected<sup>2</sup>) | Principal occupation(s)<br>during the past five years | Number of<br>portfolios<br>overseen by<br>Board <br>Member3 | Other directorships<sup>4</sup><br>held during the past <br>five years |
|  Mary Davis Holt<sup>11</sup> <br>1950 | &nbsp;&nbsp; Trustee: AFCTD (2015-2016; 2017); AFMF (2015-2016; 2017); AFPS (2015-2016; 2017); AFRIS (2015-2016; 2017); AFTD (2015-2016; 2017); AHIM (2015-2016; 2017); AHIT (2015-2016; 2017); BFA (2015-2016; 2017); CBF (2015-2016; 2017); CCBF (2021); CCF (2018); CGCF (2024); CGPCS (2023); EMBF (2015-2016; 2017); GVT (2015-2016; 2017); IBFA (2015-2016; 2017); ILBF (2015-2016; 2017); LTEX (2015-2016; 2017); MMF (2015-2016; 2017); MSI (2019); SBF (2015-2016; 2017); STBF (2015-2016; 2017); STEX (2015-2016; 2017); TEBF (2015-2016; 2017); TEFCA (2015-2016; 2017); TEFNY (2015-2016; 2017); WBF (2015-2016; 2017); WMIF (2010) | &nbsp;&nbsp; Principal, Mary Davis Holt Enterprises, LLC (leadership development consulting); former COO, Time Life Inc. (1993 – 2003) | 100 |  |

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1-7

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| | | | | |
|:---|:---|:---|:---|:---|
|  Nominee name, <br>and year of birth | Position with Fund<br>(year first elected<sup>2</sup>) | Principal occupation(s)<br>during the past five years | Number of<br>portfolios<br>overseen by<br>Board <br>Member3 | Other directorships<sup>4</sup><br>held during the past <br>five years |
|  Merit E. Janow<sup>12</sup> <br>1958 | &nbsp;&nbsp; Nominee: CGCV, CGDG, CGGE, CGFIT, CGIE,<br>Trustee: AFCTD (2012); AFMF (2010); AFPS (2012); AFRIS (2015); AFTD (2007); AHIM (2010); AHIT (2010); AMCAP (2021); AMF (2021); BFA (2010); CAPUSE (2023); CBF (2012); CCBF (2021); CCF (2018); CGCF (2024); CGPCS (2023); CIB (2001); EMBF (2015); EMEF (2023); GBAL (2021); GIF (2023); GVT (2010); IBFA (2010); ICA (2021); ILBF (2012); IVE (2023); LTEX (2010); MMF (2010); MSI (2019); NEF (2010); SBF (2015); STBF (2010); STEX (2010); TEBF (2010); TEFCA (2010); TEFNY (2010); WBF (2010); WGI (2001) | &nbsp;&nbsp; Dean Emerita and Professor of Practice, International Economic Law & International Affairs, Columbia University, School of International and Public Affairs | 111 | &nbsp;&nbsp; Aptiv (autonomous and green vehicle technology); Mastercard Incorporated <br> Former director of Trimble Inc. (software, hardware, and services technology) (until 2021) |
|  William D. Jones<sup>13</sup> <br>1955 | &nbsp;&nbsp; Nominee: CIB, GIF, IVE, NEF, WGI<br>Chair of the Board: AMBAL (2008); DWGI (2013); IFA (2008); IGI (2008)<br>Trustee: AMCAP (2006); AMF (2006); CAPUSE (2019); CGBL (2023); CGCV (2024); CGDG (2023); CGDV (2021); CGFIT (2021); CGGE (2024); CGGO (2021); CGGR (2021); CGIC (2024); CGIE (2023); CGNG (2024); CGUS (2021); CGXU (2021); EMEF (2019); GBAL (2010); ICA (2010) | &nbsp;&nbsp; Managing Member, CityLink LLC (investing and consulting); former President and CEO, CityLink Investment Corporation (acquires, develops and manages real estate ventures in urban communities) | 38 | &nbsp;&nbsp; Former director of Sempra Energy (until 2022); Biogen<br>Inc. (until 2023) |

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1-8

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| | | | | |
|:---|:---|:---|:---|:---|
|  Nominee name, <br>and year of birth | Position with Fund<br>(year first elected<sup>2</sup>) | Principal occupation(s)<br>during the past five years | Number of<br>portfolios<br>overseen by<br>Board <br>Member3 | Other directorships<sup>4</sup><br>held during the past <br>five years |
|  Martin E. Koehler <br>1957 | &nbsp;&nbsp; Nominee: AMBAL, CGBL, CGDV, CGFIT, CGIC, CGNG, CGXU, DWGI, Fixed Income Funds<sup>3</sup>, IFA, IGI, WMIF<br>Trustee: EUPAC (2015); FI (2021); GFA (2021); NPF (2015)<br>Director: NWF (2015); SCWF (2021) | &nbsp;&nbsp; Independent management consultant | 6 | &nbsp;&nbsp; Former director of Deutsche Lufthansa AG (until 2020) |
|  Earl Lewis Jr. <br>1955 | &nbsp;&nbsp; Nominee: AMCAP, AMF, CAPUSE, CGCV, CGDG, CGGE, CGIE, EMEF, GBAL, ICA, <br>Trustee: CIB (2017); GIF (2023); IVE (2023); NEF (2017); WGI (2017) | &nbsp;&nbsp; Professor and Director, University of Michigan | 6 | &nbsp;&nbsp; Former director of Deutsche Lufthansa AG (until 2020) |
|  Sharon I. Meers <br>1965 | &nbsp;&nbsp; Nominee: AFTD, AFPS, AFCTD, AFRIS, CGBL, CGDV, CGGO, CGGR, CGIC, CGNG, CGUS, CGXU, EUPAC, NPF, NWF, WMIF <br>Trustee: AMBAL (2021); DWGI (2021); FI (2017); GFA (2017); IFA (2021); IGI (2021) <br>Director: SCWF (2017) | &nbsp;&nbsp; Co-Founder and COO, Midi Health, Inc. (a women's telehealth company) | 7 |  |
|  Pascal Millaire <br>1983 | &nbsp;&nbsp; Nominee: AMBAL, CGBL, CGDV, CGIC, CGNG, CGXU, DWGI, FI, GFA, IFA, IGI, SCWF, WMIF <br>Trustee: EUPAC (2019); NPF (2019) <br>Director: NWF (2019) | &nbsp;&nbsp; CEO and Director, CyberCube Analytics, Inc. (cyber risk software for insurers) | 3 |  |
|  Benjamin Miller <br>1967 | &nbsp;&nbsp; Nominee: CGFIT, Fixed Income Funds<sup>3</sup> | &nbsp;&nbsp; Co-founder, Agio Ratings Ltd. (fintech advisory); former Director and adviser, Dalpha Capital and Dalpha Capital (UK) Ltd. (digital assets manager) (2020 — 2022) | N/A |  |

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1-9

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| | | | | |
|:---|:---|:---|:---|:---|
|  Nominee name, <br>and year of birth | Position with Fund<br>(year first elected<sup>2</sup>) | Principal occupation(s)<br>during the past five years | Number of<br>portfolios<br>overseen by<br>Board <br>Member3 | Other directorships<sup>4</sup><br>held during the past <br>five years |
|  William I. Miller <br>1956 | &nbsp;&nbsp; Nominee: AMBAL, CGBL, CGDV, CGIC, CGNG, CGXU, DWGI, FI, GFA, IFA, IGI, SCWF, WMIF <br>Chair of the Board: EUPAC (1992); NPF (1992) <br>Director: NWF (1999) | &nbsp;&nbsp; President, The Wallace Foundation | 3 | &nbsp;&nbsp; Cummins, Inc. |
|  Josette Sheeran <br>1954 | &nbsp;&nbsp; Nominee: CGBL, CGDV, CGFIT, CGIC, CGNG, CGXU, FI, Fixed Income Funds3, GFA, SCWF <br>Trustee: AMBAL (2019); DWGI (2019); EUPAC (2015); IFA (2019); IGI (2019); NPF (2015); NWF (2015); WMIF (2022) | &nbsp;&nbsp; Founder and CEO, Firefly Global Group (geopolitical and business consulting); former President, Canoo, Inc.; former President and CEO, Asia Society | 8 |  |
|  Kenneth M. Simril<sup>14</sup> <br>1965 | &nbsp;&nbsp; Nominee: AFTD, AFPS, AFCTD, AFRIS, CGCV, CGDG, CGGE, CGGO, CGGR, CGIE, CGUS, CIB, GIF, IVE, NEF, WGI<br>Trustee: AMCAP (2019); AMF (2019); CAPUSE (2023); EMEF (2023); FI (2016); GBAL (2019); GFA (2016); ICA (2019)<br>Director: SCWF (2016) | &nbsp;&nbsp; President and CEO, SCI Ingredients Holdings, Inc. (food manufacturing); former President and CEO, Fleischmann's Ingredients (2016 — 2022) | 10 | &nbsp;&nbsp; Bunge Limited (agricultural business and food company) Former director of At Home Group Inc. (until 2021) |

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1-10

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| | | | | |
|:---|:---|:---|:---|:---|
|  Nominee name, <br>and year of birth | Position with Fund<br>(year first elected<sup>2</sup>) | Principal occupation(s)<br>during the past five years | Number of<br>portfolios<br>overseen by<br>Board <br>Member3 | Other directorships<sup>4</sup><br>held during the past <br>five years |
|  Margaret Spellings<sup>15</sup> <br>1957 | &nbsp;&nbsp; Nominee: CGFIT, CGGO, CGGR, CGUS<br>Chair of the Board: AFCTD (2012); AFMF (2010); AFPS (2012); AFRIS (2015); AFTD (2010); AHIM (2010); AHIT (2010); BFA (2010); CBF (2012); CCBF (2021); CCF (2018); CGCF (2024); CGPCS (2023); EMBF (2015); GVT (2010); IBFA (2010); ILBF (2012); LTEX (2010); MMF (2009); MSI (2019); SBF (2015); STBF (2009); STEX (2009); TEBF (2010); TEFCA (2010); TEFNY (2010); WBF (2010) <br>Trustee: AMBAL (2012); DWGI (2013); IFA (2012); IGI (2012); WMIF (2015) | &nbsp;&nbsp; President and CEO, Bipartisan Policy Center; former President and CEO, Texas 2036 | 104 |  |
|  Christopher E. Stone<sup>16</sup> <br>1956 | &nbsp;&nbsp; Nominee: AFTD, AFPS, AFCTD, AFRIS, AMCAP, AMF, CAPUSE, CGCV, CGDG, CGGE, CGGO, CGGR, CGIE, CGUS, EMEF, GBAL, ICA<br>Chair of the Board: CIB (2009); GIF (2023); IVE (2023); NEF (2007); WGI (2009)<br>Trustee: EUPAC (2020); FI (2010); GFA (2010); NPF (2020)<br>Director: NWF (2020); SCWF (2007) | &nbsp;&nbsp; Professor of Practice of Public Integrity, University of Oxford, Blavatnik School of Government | 12 |  |

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1-11

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| | | | | |
|:---|:---|:---|:---|:---|
|  Nominee name, <br>and year of birth | Position with Fund<br>(year first elected<sup>2</sup>) | Principal occupation(s)<br>during the past five years | Number of<br>portfolios<br>overseen by<br>Board <br>Member3 | Other directorships<sup>4</sup><br>held during the past <br>five years |
|  Alexandra Trower <br>1964 | &nbsp;&nbsp; Nominee: CGFIT, CGGO, CGGR, CGUS<br>Trustee: AFCTD (2018); AFMF (2018); AFPS (2018); AFRIS (2018); AFTD (2018); AHIM (2018); AHIT (2019); BFA (2019); CBF (2018); CCBF (2021); CCF (2018); CGCF (2024); CGPCS (2023); EMBF (2018); GVT (2018); IBFA (2018); ILBF (2018); LTEX (2019); MMF (2019); MSI (2019); SBF (2018); STBF (2019); STEX (2019); TEBF (2019); TEFCA (2019); TEFNY (2018); WBF (2019) | &nbsp;&nbsp; Former Executive Vice President, Global Communications and Corporate Officer, The Estée Lauder Companies | 99 |  |
|  Kathy J. Williams <br>1955 | &nbsp;&nbsp; Nominee: CGCV, CGDG, CGGE, CGIE<br>Trustee: AMCAP (2019); AMF (2019); CAPUSE (2023); CIB (2021); EMEF (2023); GBAL (2019); GIF (2023); ICA (2019); IVE (2023); NEF (2021); WGI (2021) | &nbsp;&nbsp; Board Chair, Above and Beyond Teaching | 12 |  |

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1-12

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| | | | | |
|:---|:---|:---|:---|:---|
|  Nominee name, <br>and year of birth | Position with Fund<br>(year first elected<sup>2</sup>) | Principal occupation(s)<br>during the past five years | Number of<br>portfolios<br>overseen by<br>Board <br>Member3 | Other directorships<sup>4</sup><br>held during the past <br>five years |
|  Paul S. Williams <br>1959 | &nbsp;&nbsp; Nominee: CGFIT, CGGO, CGGR, CGUS<br>Trustee: AFCTD (2020); AFMF (2020); AFPS (2020); AFRIS (2020); AFTD (2020); AHIM (2020); AHIT (2020); BFA (2020); CBF (2020); CCBF (2021); CCF (2020); CGCF (2024); CGPCS (2023); EMBF (2020); GVT (2020); IBFA (2020); ILBF (2020); LTEX (2020); MMF (2020); MSI (2020); SBF (2020); STBF (2020); STEX (2020); TEBF (2020); TEFCA (2020); TEFNY (2020); WBF (2020) | &nbsp;&nbsp; Former Partner/Managing Director, Major, Lindsey & Africa (executive recruiting firm) (2005-2018) | 99 | &nbsp;&nbsp; Public Storage, Inc.<br> Former director of Romeo Power, Inc. (manufacturer of batteries for electric vehicles) (until 2022); Compass Minerals, Inc. (producer of salt and specialty fertilizers) (until 2023); Air Transport Services Group, Inc. (aircraft leasing and air cargo transportation) (until 2025) |
|  Amy Zegart, PhD<sup>17</sup> <br>1967 | &nbsp;&nbsp; Nominee: AMCAP, AMF, CAPUSE, CGCV, <br>CGDG, CGGE, CGIE, EMEF, GBAL, ICA <br>Trustee: CIB (2021); EUPAC (2019); <br>GIF (2023); IVE(2023); NEF (2021); <br>NPF (2019); NWF (2019); WGI(2021) | &nbsp;&nbsp; Senior Fellow and Associate <br>Director, Stanford Institute <br>for Human-Centered Artificial <br>Intelligence, Stanford University | 11 | &nbsp;&nbsp; Kratos Defense & Security <br>Solutions |

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1-13

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| | | | | |
|:---|:---|:---|:---|:---|
|  Nominee name, <br>and year of birth | Position with Fund <br>(year first appointed) | Principal occupation(s)<br>during the past five years <br>and positions held with <br>affiliates of the Fund | Number of <br>portfolios in <br>Fund complex <br>overseen | Other directorships <br>held during past <br>five years |
|  Interested Board Member<sup>18</sup> | Interested Board Member<sup>18</sup> |  |  |  |
|  Hilda L. Applbaum<sup>19</sup> <br>1961 | &nbsp;&nbsp; Trustee: AMBAL (1999), DWGI (2019); IFA (1998); IGI (2019) | &nbsp;&nbsp; Partner — Capital World Investors (CWI), Capital Research and Management Company (CRMC) | 4 |  |
|  Pramod Atluri <br>1976 | &nbsp;&nbsp; Nominee: CGFIT, Fixed Income Funds<sup>3</sup> | &nbsp;&nbsp; Partner — Capital Fixed Income Investors (CFII), CRMC; Partner — CFII, Capital Bank and Trust Company (CB&T)<sup>20</sup>; Director,<br>CRMC |  |  |
|  Alan N. Berro<sup>19</sup> <br>1960 | &nbsp;&nbsp; Trustee: WMIF (2012) | &nbsp;&nbsp; Partner — CWI, CRMC; Partner — CWI, CB&T<sup>20</sup> | 1 |  |
|  Christopher D. Buchbinder <br>1971 | &nbsp;&nbsp; Nominee: AFTD, AFPS, AFCTD, AFRIS, CGGO, CGGR, CGUS | &nbsp;&nbsp; Partner — Capital Research Global Investors (CRGI), CRMC |  |  |
|  Noriko Honda Chen <br>1967 | &nbsp;&nbsp; Nominee: AMCAP, AMF, CAPUSE, CGCV, CGDG, CGGE, CGIE, CIB, EMEF, GBAL, GIF, ICA, IVE, NEF, WGI | &nbsp;&nbsp; Partner — Capital International Investors (CII), CRMC; Chair, President, Principal Executive Officer and Director, Capital Research Company (CRC)<sup>20</sup>; Director, The Capital Group Companies, Inc. (CGC)<sup>20</sup>; President and Director, Capital International, Inc. (CIInc); Director, Capital International K.K.<sup>20</sup> | 1 |  |

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1-14

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| | | | | |
|:---|:---|:---|:---|:---|
|  Nominee name, <br>and year of birth | Position with Fund <br>(year first appointed) | Principal occupation(s)<br>during the past five years <br>and positions held with <br>affiliates of the Fund | Number of <br>portfolios in <br>Fund complex <br>overseen | Other directorships <br>held during past <br>five years |
|  Mathews Cherian <br>1967 | &nbsp;&nbsp; Nominee: AMCAP, AMF, CAPUSE, CGCV, CGDG, CGGE, CGIE, CIB, EMEF, GBAL, GIF, ICA, IVE, NEF, WGI | &nbsp;&nbsp; Partner — CWI, CRMC; Partner — CWI, CB&T<sup>20</sup> | 1 |  |
|  Brady L. Enright<sup>19</sup> <br>1967 | &nbsp;&nbsp; Trustee: FI (2015); GFA (2019) <br>Director: SCWF (2004) | &nbsp;&nbsp; Partner — CWI, CRMC | 3 |  |
|  Bradford F. Freer <br>1969 | &nbsp;&nbsp; Nominee: AMBAL, CGBL, CGDV, CGIC, CGNG, CGXU, DWGI, EUPAC, FI, GFA, IFA, IGI, NPF, NWF, SCWF, WMIF | &nbsp;&nbsp; Partner — CRGI, CRMC; Partner — CRGI, CB&T<sup>20</sup> |  |  |
|  Michael C. Gitlin<sup>19</sup> <br>1970 | &nbsp;&nbsp; Trustee: AFCTD (2019); AFMF (2015); AFPS (2019); AFRIS (2019); AFTD (2019); AHIM (2015); AHIT (2015); BFA (2015); CBF (2015); CCBF (2021); CCF (2018); CGCF (2024); CGPCS (2023); EMBF (2015); GVT (2015); IBFA (2015); ILBF (2015); LTEX (2015); MMF (2015); MSI (2019); SBF (2015); STBF (2015); STEX (2015); TEBF (2015); TEFCA (2015); TEFNY (2015); WBF (2015) | &nbsp;&nbsp; Partner — CFII, CRMC; President, Chief Executive Officer and Director, CGC<sup>20</sup>; Director, CRMC | 99 |  |
|  Joanna F. Jonsson<sup>19</sup> <br>1963 | &nbsp;&nbsp; Trustee: EUPAC (2019); NPF (2008)<br>Director: NWF (2019) | &nbsp;&nbsp; Partner — CWI, CRMC; Vice Chair, President and Director, CRMC; Vice Chair and Director, CGC<sup>20</sup> | 3 |  |
|  Carl M. Kawaja<sup>19</sup> <br>1964 | &nbsp;&nbsp; Trustee: EUPAC (2003); NPF (2019) <br>Director: (NWF 2019) | &nbsp;&nbsp; Partner — CWI, CRMC; Partner — CWI, CB&T<sup>20</sup>; Vice Chair and Director, CRMC | 3 |  |

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1-15

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| | | | | |
|:---|:---|:---|:---|:---|
|  Nominee name, <br>and year of birth | Position with Fund <br>(year first appointed) | Principal occupation(s)<br>during the past five years <br>and positions held with <br>affiliates of the Fund | Number of <br>portfolios in <br>Fund complex <br>overseen | Other directorships <br>held during past <br>five years |
|  Winnie Kwan<sup>19</sup> <br>1972 | &nbsp;&nbsp; Trustee: CIB (2017); GIF (2023); IVE (2023); NEF (2019); WGI (2019) | &nbsp;&nbsp; Partner — CRGI, CIInc<sup>20</sup> | 5 |  |
|  Sung Lee<sup>19</sup> <br>1966 | &nbsp;&nbsp; Trustee: CIB (2019); GIF (2023); IVE (2023); NEF (2019); WGI (2008) | &nbsp;&nbsp; Partner — CRGI, Capital Group Investment Management Pte. Ltd.<sup>20</sup> | 5 |  |
|  Anne-Marie Peterson <br>1972 | &nbsp;&nbsp; Nominee: AMBAL, CGBL, CGDV, CGIC, CGNG, CGXU, DWGI, EUPAC, IFA, IGI, NPF, NWF, WMIF<br>Trustee: FI (2019); GFA (2016)<br>Director: SCWF (2019) | &nbsp;&nbsp; Partner — CWI, CRMC | 3 |  |
|  William L. Robbins<sup>21</sup> <br>1968 | &nbsp;&nbsp; Nominee: AFTD, AFPS, AFCTD, AFRIS<br>Trustee: AMCAP (2019); AMF (2004); CAPUSE (2023); CGBL (2023); CGCV (2024); CGDG (2023); CGDV (2021); CGGE (2024); CGFIT (2021); CGGO (2021); CGGR (2021); CGIC (2024); CGNG (2024); CGIE (2023); CGUS (2021); CGXU (2021); EMEF (2023); ICA (2019); GBAL (2019) | &nbsp;&nbsp; Partner — CII, CRMC; Chair and Director, Capital Group International, Inc.<sup>20</sup> | 31 |  |
|  Eric H. Stern<sup>19</sup> <br>1964 | &nbsp;&nbsp; Trustee: WMIF (2014) | &nbsp;&nbsp; Partner — CII, CRMC; Partner — CII, CB&T<sup>20</sup> | 1 |  |
|  Courtney K. Wolf <br>1982 | &nbsp;&nbsp; Nominee: CGFIT, Fixed Income Funds<sup>3</sup> | &nbsp;&nbsp; Partner — CFII, CRMC; Director, CGC<sup>20</sup> |  |  |

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1-16

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| | | | | |
|:---|:---|:---|:---|:---|
|  Nominee name, <br>and year of birth | Position with Fund <br>(year first appointed) | Principal occupation(s)<br>during the past five years <br>and positions held with <br>affiliates of the Fund | Number of <br>portfolios in <br>Fund complex <br>overseen | Other directorships <br>held during past <br>five years |
|  Karl J. Zeile<sup>19</sup> <br>1966 | &nbsp;&nbsp; Trustee: AFMF (2019); AHIM (2008); AHIT (2019); BFA (2019); CBF (2019); CCBF (2021); CCF (2018); CGCF (2024); CGPCS (2023); EMBF (2019); GVT (2019); IBFA (2019); ILBF (2019); LTEX (2004); MMF (2019); MSI (2019); SBF (2019); STBF (2019); STEX (2011); TEBF (2009); TEFCA (2009); TEFNY (2010); WBF (2019) | &nbsp;&nbsp; Partner — CFII, CRMC | 25 |  |

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<sup>1</sup> The term independent board member refers to a board member who is not an "interested person" of the Fund within the meaning of the 1940 Act.

<sup>2</sup> Board members and officers of the Fund serve until their resignation, removal or retirement.

<sup>3</sup> Funds managed by CRMC or its affiliates. The number of portfolios within the fund complex overseen by a board member includes portfolios that a nominee would oversee if elected. Fixed Income Funds are AFMF, AHIM, AHIT, BFA, CBF, CCBF, CCF, CGCF, CGPCS, EMBF, GVT, IBFA, ILBF, LTEX, MMF, MSI, SBF, STBF, STEX, TEBF, TEFCA, TEFNY and WBF.

<sup>4</sup> This includes all board memberships (other than those in the American Funds or other funds managed by Capital Research and Management Company or its affiliates) that are held by each board member as a board member of a public company or a registered investment company. Unless otherwise noted, all board memberships are current.

<sup>5</sup> Ms. Chang will remain as a Board member of CGCE, CGCV, CGDG, CGFIT, and CGIE until the end of 2025 (or until her successor is elected and qualified) but will not stand for election to the Boards of these Funds at the Shareholder Meetings.

<sup>6</sup> Dr. Farvardin will remain as a Board member of AMBAL, DWGI, IFA, IGI and WMIF until the end of 2025 (or until his successor is elected and qualified) but will not stand for election to the Board of these Funds at the Shareholder Meetings.

<sup>7</sup> Ms. Feikin will remain as a Board member of CGBL, CGCE, CGCV, CGDG, CGDV, CGIC, CGIE, CGNG and CGXU until the end of 2025 (or until her successor is elected and qualified) but will not stand for election to the Board of these Funds at the Shareholder Meetings.

<sup>8</sup> Dr. Freund will remain as a Board member of FI, GFA and SCWF until the end of 2025 (or until his successor is elected and qualified) but will not stand for election to the Boards of these Funds at the Shareholder Meetings.

<sup>9</sup> Mr. González will remain as a Board member of CGBL, CGDV, CGFIT, CGGO, CGGR, CGIC, CGNG, CGUS, CGXU, EUPAC, NPF and NWF until the end of 2025 (or until his successor is elected and qualified) but will not stand for election to the Boards of these Funds at the Shareholder Meetings.

<sup>10</sup> Ms. Heisz will remain as a Board member of CGBL, CGCE, CGCV, CGDG, CGDV, CGIC, CGIE, CGNG and CGXU until the end of 2025 (or until her successor is elected and qualified) but will not stand for election to the Boards of these Funds at the Shareholder Meetings.

1-17

<sup>11</sup> Ms. Holt plans to retire from the Boards of AFTD, AFPS, AFCTD, AFRIS, Fixed Income Funds and WMIF at the end of 2025. She will remain on the Boards until her retirement, or until her successors are elected and qualified, and will not stand for election at the upcoming Shareholder Meetings.

<sup>12</sup> Prof. Janow will remain as a Board member of AFTD, AFPS, AFCTD and AFRIS until the end of 2025 (or until her successor is elected and qualified) but will not stand for election to the Boards of these Funds at the Shareholder Meetings.

<sup>13</sup> Mr. Jones will remain as a Board member of AMBAL, CGBL, CGDV, CGFIT, CGGO, CGGR, CGIC, CGNG, CGUS, CGXU, DWGI, IFA, IGI and WMIF until the end of 2025 (or until his successor is elected and qualified) but will not stand for election to the Boards of these Funds at the Shareholder Meetings.

<sup>14</sup> Mr. Simril will remain as a Board member of FI, GFA and SCWF until the end of 2025 (or until his successor is elected and qualified) but will not stand for election to the Boards of these Funds at the Shareholder Meetings.

<sup>15</sup> Ms. Spellings will remain as a Board member of AMBAL, DWGI, IFA, IGI and WMIF until the end of 2025 (or until her successor is elected and qualified) but will not stand for election to the Boards of these Funds at the Shareholder Meetings.

<sup>16</sup> Prof. Stone will remain as a Board member of EUPAC, FI, GFA, NPF, NWF and SCWF until the end of 2025 (or until his successor is elected and qualified) but will not stand for election to the Boards of these Funds at the Shareholder Meetings.

<sup>17</sup> Dr. Zegart will remain as a Board member of EUPAC, NPF and NWF until the end of 2025 (or until her successor is elected and qualified) but will not stand for election to the Boards of these Funds at the Shareholder Meetings.

<sup>18</sup> The term interested Board member refers to a board member who is an "interested person" of the Fund within the meaning of the 1940 Act, on the basis of his or her affiliation with the Fund's investment adviser or its affiliates

<sup>19</sup> These interested Board members will remain on their Boards until the end of 2025 but will not stand for reelection.

<sup>20</sup> Company affiliated with CRMC.

<sup>21</sup> Mr. Robbins will remain as a Board member of AMCAP, AMF, CAPUSE, CGBL, CGCV, CGDG, CGDV, CGGE, CGIC, CGIE, CGFIT, CGNG, EMEF, GBAL and ICA until the end of 2025 (or until his successor is elected and qualified) but will not stand for election to the Boards of these Funds at the Shareholder Meetings.

The address for all Board members and nominees of the Funds is 333 South Hope Street, 55th Floor, Los Angeles, California 90071, Attention: Secretary.

1-18

APPENDIX 2

<u>Board and Committee Meetings; Committee Composition</u><sup>1,2</sup>

---

| | | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|:---|
|  |  |  | Audit Committee | Audit Committee | Contracts Committee | Contracts Committee | Nominating and <br>Governance Committee | Nominating and <br>Governance Committee |
|  Fund | Most recent <br>fiscal <br>year end | Number of <br>board <br>meetings<sup>3</sup> | Members | Number of <br>meetings<sup>3</sup> | Members | Number of <br>meetings<sup>3</sup> | Members | Number of <br>meetings<sup>3</sup> |
|  AFCTD | 10/31/2024 | 4 | Cigarroa, Heisz, Holt, Williams, P. | 5 | All Independent Board Members | 1 | Farvardin, Feikin, Janow, Spellings, Trower | 3 |
|  AFPS | 10/31/2024 | 4 | Cigarroa, Heisz, Holt, Williams, P. | 5 | All Independent Board Members | 1 | Farvardin, Feikin, Janow, Spellings, Trower | 3 |
|  AFRIS | 10/31/2024 | 4 | Cigarroa, Heisz, Holt, Williams, P. | 5 | All Independent Board Members | 1 | Farvardin, Feikin, Janow, Spellings, Trower | 3 |
|  AFTD | 10/31/2024 | 4 | Cigarroa, Heisz, Holt, Williams, P. | 5 | All Independent Board Members | 1 | Farvardin, Feikin, Janow, Spellings, Trower | 3 |
|  AMBAL | 12/31/2024 | 4 | Camuñez, Chang, Meers, Spellings | 5 | All Independent Board Members | 1 | Adams, Jones, Farvardin, Sheeran, Spellings | 3 |
|  AMCAP | 2/28/2025 | 4 | Freund, González, Simril | 5 | All Independent Board Members | 1 | Janow, Jones, Williams, K. | 2 |
|  AMF | 10/31/2024 | 4 | Freund, González, Simril | 5 | All Independent Board Members | 1 | Janow, Jones, Williams, K. | 2 |
|  CAPUSE | 10/31/2024 | 4 | Freund, González, Simril | 5 | All Independent Board Members | 1 | Janow, Jones, Williams, K. | 2 |
|  CGBL | 12/31/2024 | 4 | All Independent Board Members | 5 | All Independent Board Members | 1 | All Independent Board Members | 2 |

---

2-1

---

| | | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|:---|
|  |  |  | Audit Committee | Audit Committee | Contracts Committee | Contracts Committee | Nominating and <br>Governance Committee | Nominating and <br>Governance Committee |
|  Fund | Most recent <br>fiscal <br>year end | Number of <br>board <br>meetings<sup>3</sup> | Members | Number of <br>meetings<sup>3</sup> | Members | Number of <br>meetings<sup>3</sup> | Members | Number of <br>meetings<sup>3</sup> |
|  CGCV | 5/31/2025 | 4 | All Independent Board Members | 4 | All Independent Board Members | 1 | All Independent Board Members | 2 |
|  CGDG | 5/31/2025 | 4 | All Independent Board Members | 4 | All Independent Board Members | 1 | All Independent Board Members | 2 |
|  CGDV | 5/31/2025 | 4 | All Independent Board Members | 4 | All Independent Board Members | 1 | All Independent Board Members | 2 |
|  CGFIT | 12/31/2024 | 4<sup>4</sup> | All Independent Board Members | 5<sup>4</sup> | All Independent Board Members | 1<sup>4</sup> | All Independent Board Members | 2<sup>4</sup> |
|  CGGE | 5/31/2025 | 4 | All Independent Board Members | 4 | All Independent Board Members | 1 | All Independent Board Members | 2 |
|  CGGO | 5/31/2025 | 4 | All Independent Board Members | 4 | All Independent Board Members | 1 | All Independent Board Members | 2 |
|  CGGR | 5/31/2025 | 4 | All Independent Board Members | 4 | All Independent Board Members | 1 | All Independent Board Members | 2 |
|  CGIC | 5/31/2025 | 4 | All Independent Board Members | 4 | All Independent Board Members | 1 | All Independent Board Members | 2 |
|  CGIE | 5/31/2025 | 4 | All Independent Board Members | 4 | All Independent Board Members | 1 | All Independent Board Members | 2 |
|  CGNG | 5/31/2025 | 4 | All Independent Board Members | 4 | All Independent Board Members | 1 | All Independent Board Members | 2 |
|  CGUS | 5/31/2025 | 4 | All Independent Board Members | 4 | All Independent Board Members | 1 | All Independent Board Members | 2 |
|  CGXU | 5/31/2025 | 4 | All Independent Board Members | 4 | All Independent Board Members | 1 | All Independent Board Members | 2 |
|  CIB | 10/31/2024 | 4 | Freund, Greer,<br>Lewis, Zegart | 5 | All Independent Board Members | 1 | Janow, Stone, Williams, K. | 2 |

---

2-2

---

| | | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|:---|
|  |  |  | Audit Committee | Audit Committee | Contracts Committee | Contracts Committee | Nominating and <br>Governance Committee | Nominating and <br>Governance Committee |
|  Fund | Most recent <br>fiscal <br>year end | Number of <br>board <br>meetings<sup>3</sup> | Members | Number of <br>meetings<sup>3</sup> | Members | Number of <br>meetings<sup>3</sup> | Members | Number of <br>meetings<sup>3</sup> |
|  DWGI | 11/30/2024 | 4 | Camuñez, Chang, Meers, Spellings | 5 | All Independent Board Members | 1 | Adams, Jones, Farvardin, Sheeran, Spellings | 3 |
|  EMEF | 6/30/2025 | 4 | Freund, González, Simril | 5 | All Independent Board Members | 1 | Janow, Jones, Williams, K. | 2 |
|  EUPAC | 3/31/2025 | 4 | González, Millaire, Sheeran, Zegart | 5 | All Independent Board Members | 1 | Chang, Koehler, Miller, Stone | 3 |
|  FI | 12/31/2024 | 4 | Bonner, Estolano, Meers, Stone | 5 | All Independent Board Members | 1 | Freund, Greenstreet, Koehler, Simril | 3 |
|  Fixed Income Funds<sup>5</sup> | Various<sup>6</sup> | 4 | Cigarroa, Heisz, Holt, Williams, P | Various<sup>7</sup> | All Independent | 1 | Farvardin, Feikin, Janow, Spellings, Trower | Various<sup>8</sup> |
|  GBAL | 10/31/2024 | 4 | Freund, González, Simril | 5 | All Independent | 1 | Janow, Jones, Williams, K. | 2 |
|  GFA | 8/31/2017 | 4 | Bonner, Estolano, Meers, Stone | 5 | All Independent | 1 | Freund, Greenstreet, Koehler, Simril | 2 |
|  GIF | 10/31/2024 | 4 | Freund, Greer, Lewis, Zegart | 5 | All Independent | 1 | Janow, Stone, Williams, K. | 2 |
|  ICA | 12/31/2024 | 4 | Freund, González, Simril | 5 | All Independent | 1 | Janow, Jones, Williams, K. | 2 |
|  IFA | 7/31/2024 | 4 | Camuñez, Chang, Meers, Spellings | 5 | All Independent | 1 | Adams, Jones, Farvardin, Sheeran, Spellings | 2 |
|  IGI | 6/30/2025 | 4 | Camuñez, Chang, Meers, Spellings | 5 | All Independent | 1 | Adams, Jones, Farvardin, Sheeran, Spellings | 2 |

---

2-3

---

| | | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|:---|
|  |  |  | Audit Committee | Audit Committee | Contracts Committee | Contracts Committee | Nominating and <br>Governance Committee | Nominating and <br>Governance Committee |
|  Fund | Most recent <br>fiscal <br>year end | Number of <br>board <br>meetings<sup>3</sup> | Members | Number of <br>meetings<sup>3</sup> | Members | Number of <br>meetings<sup>3</sup> | Members | Number of <br>meetings<sup>3</sup> |
|  IVE | 10/31/2024 | 4 | Freund, Greer, Lewis, Zegart | 5 | All Independent | 1 | Janow, Stone, Williams, K. | 2 |
|  NEF | 11/30/2024 | 4 | Freund, Greer, Lewis, Zegart | 5 | All Independent | 1 | Janow, Stone, Williams, K. | 2 |
|  NPF | 9/30/2024 | 4 | González, Millaire, Sheeran, Zegart | 5 | All Independent | 1 | Chang, Koehler, Miller, Stone | 2 |
|  NWF | 10/31/2024 | 4 | González, Millaire, Sheeran, Zegart | 5 | All Independent | 1 | Chang, Koehler, Miller, Stone | 3 |
|  SCWF | 9/30/2024 | 4 | Bonner, Estolano, Meers, Stone | 5 | All Independent | 1 | Freund, Greenstreet, Koehler, Simril | 2 |
|  WGI | 11/30/2024 | 4 | Freund, Greer, Lewis, Zegart | 5 | All Independent | 1 | Janow, Stone, Williams, K. | 2 |
|  WMIF | 4/30/2025 | 4 | Andrews, Camuñez, Holt, Spellings | 5 | All Independent | 1 | Adams, Farvardin, Sheeran | 3 |

---

<sup>1</sup> Ms. Holt is planning to retire from her respective boards by the end of 2025: AFCTD, AFPS, AFRIS, AFTD, Fixed Income Funds and WMIF.

<sup>2</sup> Each incumbent director/trustee attended 75% or more of the meetings of the board and committees on which he or she served.

<sup>3</sup> For the most recently ended fiscal year.

<sup>4</sup> The number of meetings represents the number of meetings held by the Series.

<sup>5</sup> Fixed Income Funds are AFMF, AHIM, AHIT, BFA, CBF, CCBF, CCF, CGCF, CGPCS, EMBF, GVT, IBFA, ILBF, LTEX, MMF, MSI, SBF, STBF, STEX, TEBF, TEFCA, TEFNY and WBF.

<sup>6</sup> Most recent fiscal year ends for the Fixed Income Funds are as follows: 7/31/2024 (AHIM, LTEX, STEX, TEBF, TEFCA and TEFNY); 8/31/2024 (AFMF, GVT, IBFA and STBF); 9/30/2024 (AHIT and MMF); 10/31/2024 (CCF, CGPCS); 11/30/2024 (ILBF); 12/31/2024 (BFA, CGCF, EMBF, MSI, SBF and WBF); and 5/31/2018 (CBF, CCBF).

<sup>7</sup> The number of Audit Committee meetings by FYE are as follows: 7/31/2024 — 5; 8/31/2024 — 5; 9/30/2024 — 5; 10/31/2024 — 5; 11/31/2024 — 5; 12/31/2024 — 5; 5/31/2025 — 4.

<sup>8</sup> The number of Nominating and Governance Committee meetings by FYE are as follows: 7/31/2024 — 3; 8/31/2024 — 3; 9/30/2024 — 3; 10/31/2024 — 3; 11/31/2024 – 3; 12/31/2024 — 3; 5/31/2025 — 2.

2-4

APPENDIX 3

Compensation and fund ownership

The following tables set forth for each nominee or continuing board member the total compensation paid to him or her by the Fund and by all Funds managed by CRMC or its affiliates that he or she oversees as a board member during the most recent fiscal year, as well as the value of his or her holdings in each Fund and in all of the Funds he or she oversees (or would oversee, if elected) as a board member as of June 30, 2025. As of June 30, 2025, the nominees, continuing board members and officers of each Fund owned, in aggregate, less than 1% of each Fund's outstanding shares.

---

| | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Fund<sup>2,3</sup> | Aggregate<sup>2,3</sup> |
|  AFCTD | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Vanessa C. L. Chang<sup>4</sup> |  | 442250 |  | Over $100,000 |  |  |
|  | Francisco G. Cigarroa | 6022 | 349875 |  |  |  | Over $100,000 |
|  | Nariman Farvardin | 3860 | 538119 |  | Over $100,000 |  | Over $100,000 |
|  | Jennifer C. Feikin | 6022 | 444875 |  | Over $100,000 |  | Over $100,000 |
|  | John G. Freund<sup>4</sup> |  | 507150 |  | Over $100,000 |  | Over $100,000 |
|  | Leslie Stone Heisz | 6022 | 444875 |  | Over $100,000 |  |  |
|  | Mary Davis Holt<sup>10</sup> | 4662 | 419125 |  | Over $100,000 |  |  |
|  | Merit E. Janow<sup>8</sup> | 3918 | 564444 |  | Over $100,000 |  | Over $100,000 |
|  | Sharon I. Meers<sup>4</sup> |  | 364750 |  | Over $100,000 |  | Over $100,000 |
|  | Kenneth M. Simril<sup>4</sup> |  | 364750 |  | Over $100,000 |  |  |
|  | Margaret Spellings | 4548 | 528119 |  | Over $100,000 |  | Over $100,000 |
|  | Christopher E. Stone<sup>4</sup> |  | 456575 |  | Over $100,000 |  | Over $100,000 |
|  | Alexandra Trower | 6194 | 359875 |  | Over $100,000 |  | Over $100,000 |
|  | Paul S. Williams | 6194 | 359875 |  | Over $100,000 |  | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Christopher D. Buchbinder<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Michael C. Gitlin<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | William L. Robbins<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |

---

3-1

---

| | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Fund<sup>2,3</sup> | Aggregate<sup>2,3</sup> |
|  AFMF | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 325000 |  | Over $100,000 |  | Over $100,000 |
|  | Francisco G. Cigarroa | 5136 | 345750 |  |  |  | Over $100,000 |
|  | Nariman Farvardin | 3291 | 532238 |  | Over $100,000 |  | Over $100,000 |
|  | Jennifer C. Feikin | 5136 | 438250 |  | Over $100,000 |  | Over $100,000 |
|  | Leslie Stone Heisz | 5136 | 438250 |  | Over $100,000 |  |  |
|  | Mary Davis Holt<sup>10</sup> | 3977 | 414250 |  | Over $100,000 |  |  |
|  | Merit E. Janow | 3341 | 557887 |  | Over $100,000 |  | Over $100,000 |
|  | Martin E. Koehler<sup>4</sup> |  | 324000 |  | Over $100,000 |  | Over $100,000 |
|  | Benjamin R. Miller<sup>4,7</sup> |  |  |  |  |  |  |
|  | Josette Sheeran<sup>4</sup> |  | 388650 |  | Over $100,000 |  | Over $100,000 |
|  | Margaret Spellings | 3885 | 522238 |  | Over $100,000 |  | Over $100,000 |
|  | Alexandra Trower | 5284 | 355750 |  | Over $100,000 |  | Over $100,000 |
|  | Paul S. Williams | 5284 | 355750 |  | Over $100,000 |  | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Pramod Atluri<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Michael C. Gitlin<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Courtney K. Wolf<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Karl J. Zeile<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  AFPS | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Vanessa C. L. Chang<sup>4</sup> |  | 442250 |  | Over $100,000 |  |  |
|  | Francisco G. Cigarroa | 23021 | 349875 |  |  | Over $100,000 | Over $100,000 |
|  | Nariman Farvardin | 14758 | 538119 | Over $100,000 | Over $100,000 |  | Over $100,000 |
|  | Jennifer C. Feikin | 23021 | 444875 |  | Over $100,000 |  | Over $100,000 |
|  | John G. Freund<sup>4</sup> |  | 507150 |  | Over $100,000 |  | Over $100,000 |
|  | Leslie Stone Heisz | 23021 | 444875 |  | Over $100,000 |  |  |
|  | Mary Davis Holt<sup>10</sup> | 17823 | 419125 |  | Over $100,000 |  |  |
|  | Merit E. Janow<sup>8</sup> | 14977 | 564444 |  | Over $100,000 |  | Over $100,000 |
|  | Sharon I. Meers<sup>4</sup> |  | 364750 |  | Over $100,000 |  | Over $100,000 |

---

3-2

---

| | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Fund<sup>2,3</sup> | Aggregate<sup>2,3</sup> |
|  | Kenneth M. Simril<sup>4</sup> | None | 364750 | None | Over $100,000 | None | None |
|  | Margaret Spellings | 17389 | 528119 | None | Over $100,000 | None | Over $100,000 |
|  | Christopher E. Stone<sup>4</sup> | None | 456575 | None | Over $100,000 | None | Over $100,000 |
|  | Alexandra Trower | 23679 | 359875 | None | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Paul S. Williams | 23679 | 359875 | $50001 – $100000 | Over $100,000 | None | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Christopher D. Buchbinder<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Michael C. Gitlin<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | William L. Robbins<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  AFRIS | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Vanessa C. L. Chang<sup>4</sup> |  | 442250 |  | Over $100,000 |  |  |
|  | Francisco G. Cigarroa | 1556 | 349875 |  |  | Over $100,000 | Over $100,000 |
|  | Nariman Farvardin | 998 | 538119 |  | Over $100,000 |  | Over $100,000 |
|  | Jennifer C. Feikin | 1556 | 444875 |  | Over $100,000 |  | Over $100,000 |
|  | John G. Freund<sup>4</sup> |  | 507150 |  | Over $100,000 |  | Over $100,000 |
|  | Leslie Stone Heisz | 1556 | 444875 |  | Over $100,000 |  |  |
|  | Mary Davis Holt<sup>10</sup> | 1205 | 419125 |  | Over $100,000 |  |  |
|  | Merit E. Janow<sup>8</sup> | 1013 | 564444 |  | Over $100,000 |  | Over $100,000 |
|  | Sharon I. Meers<sup>4</sup> |  | 364750 |  | Over $100,000 |  | Over $100,000 |
|  | Kenneth M. Simril<sup>4</sup> |  | 364750 |  | Over $100,000 |  |  |
|  | Margaret Spellings | 1176 | 528119 |  | Over $100,000 |  | Over $100,000 |
|  | Christopher E. Stone<sup>4</sup> |  | 456575 |  | Over $100,000 |  | Over $100,000 |
|  | Alexandra Trower | 1601 | 359875 |  | Over $100,000 | $50001 – $100000 | Over $100,000 |
|  | Paul S. Williams | 1601 | 359875 |  | Over $100,000 |  | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Christopher D. Buchbinder<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Michael C. Gitlin<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | William L. Robbins<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |

---

3-3

---

| | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Fund<sup>2,3</sup> | Aggregate<sup>2,3</sup> |
|  AFTD | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Vanessa C. L. Chang<sup>4</sup> |  | 442250 |  | Over $100,000 |  |  |
|  | Francisco G. Cigarroa | 92422 | 349875 |  |  |  | Over $100,000 |
|  | Nariman Farvardin | 59250 | 538119 | Over $100,000 | Over $100,000 |  | Over $100,000 |
|  | Jennifer C. Feikin | 92422 | 444875 |  | Over $100,000 |  | Over $100,000 |
|  | John G. Freund<sup>4</sup> |  | 507150 |  | Over $100,000 |  | Over $100,000 |
|  | Leslie Stone Heisz | 92422 | 444875 |  | Over $100,000 |  |  |
|  | Mary Davis Holt<sup>10</sup> | 71551 | 419125 |  | Over $100,000 |  |  |
|  | Merit E. Janow<sup>8</sup> | 60130 | 564444 | $10001 – $50000 | Over $100,000 |  | Over $100,000 |
|  | Sharon I. Meers<sup>4</sup> |  | 364750 |  | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Kenneth M. Simril<sup>4</sup> |  | 364750 |  | Over $100,000 |  |  |
|  | Margaret Spellings | 69804 | 528119 |  | Over $100,000 |  | Over $100,000 |
|  | Christopher E. Stone<sup>4</sup> |  | 456575 |  | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Alexandra Trower | 95060 | 359875 |  | Over $100,000 | $50001 – $100000 | Over $100,000 |
|  | Paul S. Williams | 95060 | 359875 |  | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Christopher D. Buchbinder<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Michael C. Gitlin<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | William L. Robbins<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  AHIM | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 325000 |  | Over $100,000 |  | Over $100,000 |
|  | Francisco G. Cigarroa | 6065 | 345750 |  |  |  | Over $100,000 |
|  | Nariman Farvardin | 3887 | 532238 |  | Over $100,000 |  | Over $100,000 |
|  | Jennifer C. Feikin | 6065 | 438250 |  | Over $100,000 |  | Over $100,000 |
|  | Leslie Stone Heisz | 6065 | 438250 | Over $100,000 | Over $100,000 |  |  |
|  | Mary Davis Holt<sup>10</sup> | 4697 | 414250 |  | Over $100,000 |  |  |
|  | Merit E. Janow | 3945 | 557887 |  | Over $100,000 |  | Over $100,000 |
|  | Martin E. Koehler<sup>4</sup> |  | 324000 |  | Over $100,000 |  | Over $100,000 |
|  | Benjamin R. Miller<sup>4,7</sup> |  |  |  |  |  |  |

---

3-4

---

| | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Fund<sup>2,3</sup> | Aggregate<sup>2,3</sup> |
|  | Josette Sheeran<sup>4</sup> | None | 388650 | None | Over $100,000 | None | Over $100,000 |
|  | Margaret Spellings | 4589 | 522238 | $10001 – $50000 | Over $100,000 | None | Over $100,000 |
|  | Alexandra Trower | 6241 | 355750 | $50001 – $100000 | Over $100,000 | None | Over $100,000 |
|  | Paul S. Williams | 6241 | 355750 | None | Over $100,000 | None | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Pramod Atluri<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Michael C. Gitlin<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Courtney K. Wolf<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Karl J. Zeile<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  AHIT | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 331500 |  | Over $100,000 |  | Over $100,000 |
|  | Francisco G. Cigarroa | 10213 | 349875 |  |  |  | Over $100,000 |
|  | Nariman Farvardin | 6547 | 538119 |  | Over $100,000 |  | Over $100,000 |
|  | Jennifer C. Feikin | 10213 | 444875 |  | Over $100,000 | $50001 – $100000 | Over $100,000 |
|  | Leslie Stone Heisz | 10213 | 444875 |  | Over $100,000 |  |  |
|  | Mary Davis Holt<sup>10</sup> | 7907 | 419125 |  | Over $100,000 |  |  |
|  | Merit E. Janow | 6644 | 564444 |  | Over $100,000 |  | Over $100,000 |
|  | Martin E. Koehler<sup>4</sup> |  | 328000 |  | Over $100,000 |  | Over $100,000 |
|  | Benjamin R. Miller<sup>4,7</sup> |  |  |  |  |  |  |
|  | Josette Sheeran<sup>4</sup> |  | 393325 |  | Over $100,000 |  | Over $100,000 |
|  | Margaret Spellings | 7715 | 528119 | $50001 – $100000 | Over $100,000 |  | Over $100,000 |
|  | Alexandra Trower | 10505 | 359875 |  | Over $100,000 |  | Over $100,000 |
|  | Paul S. Williams | 10505 | 359875 | $10001 – $50000 | Over $100,000 |  | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Pramod Atluri<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Michael C. Gitlin<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Courtney K. Wolf<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Karl J. Zeile<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |

---

3-5

---

| | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Fund<sup>2,3</sup> | Aggregate<sup>2,3</sup> |
|  AMBAL | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Gina F. Adams | 113890 | 338000 |  | Over $100,000 |  | Over $100,000 |
|  | Charles E. Andrews<sup>4</sup> |  | 240000 |  | Over $100,000 |  | Over $100,000 |
|  | Joseph J. Bonner<sup>4</sup> |  | 252000 |  | Over $100,000 |  | Over $100,000 |
|  | Michael C. Camuñez | 119948 | 338000 |  | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Vanessa C. L. Chang | 113890 | 449000 | Over $100,000 | Over $100,000 |  |  |
|  | Cecilia V. Estolano<sup>4</sup> |  | 242000 |  | Over $100,000 |  |  |
|  | Nariman Farvardin<sup>8</sup> | 101169 | 544000 | $50001 – $100000 | Over $100,000 |  | Over $100,000 |
|  | Yvonne L. Greenstreet<sup>4</sup> |  | 242000 |  | $10001 – $50000 |  | Over $100,000 |
|  | William D. Jones<sup>8</sup> | 138122 | 511000 | Over $100,000 | Over $100,000 |  | Over $100,000 |
|  | Martin E. Koehler<sup>4</sup> |  | 332000 |  | Over $100,000 |  | Over $100,000 |
|  | Sharon I. Meers | 119948 | 369000 |  | Over $100,000 |  | Over $100,000 |
|  | Pascal Millaire<sup>4</sup> |  | 242000 |  | Over $100,000 |  |  |
|  | William I. Miller<sup>4</sup> |  | 302000 |  | Over $100,000 |  | Over $100,000 |
|  | Josette Sheeran | 95111 | 398000 |  | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Margaret Spellings<sup>8</sup> | 95111 | 534000 | Over $100,000 | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Hilda L. Applbaum<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Bradford F. Freer<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Anne-Marie Peterson<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  AMCAP | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | John G. Freund | 41306 | 515000 |  | Over $100,000 |  | Over $100,000 |
|  | Pablo R. González Guajardo | 55290 | 496500 |  | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Pedro J. Greer, Jr.<sup>4</sup> |  | 283000 |  |  |  | Over $100,000 |
|  | Merit E. Janow | 41306 | 571000 | Over $100,000 | Over $100,000 |  | Over $100,000 |
|  | William D. Jones | 45590 | 511000 | Over $100,000 | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Earl Lewis, Jr.<sup>4</sup> |  | 273000 | $10001 – $50000 | $50001 – $100000 | $50001 – $100000 | Over $100,000 |
|  | Kenneth M. Simril | 46803 | 369000 | $50001 – $100000 | Over $100,000 |  |  |
|  | Christopher E. Stone<sup>4</sup> |  | 459000 |  | Over $100,000 | Over $100,000 | Over $100,000 |

---

3-6

---

| | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Fund<sup>2,3</sup> | Aggregate<sup>2,3</sup> |
|  | Kathy J. Williams | 48015 | 386000 | Over $100,000 | Over $100,000 | $10001 – $50000 | Over $100,000 |
|  | Amy Zegart<sup>4</sup> | None | 349000 | $10001 – $50000 | Over $100,000 | None | None |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Noriko Honda Chen<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Mathews Cherian<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | William L. Robbins<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  AMF | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | John G. Freund | 47995 | 507150 |  | Over $100,000 |  | Over $100,000 |
|  | Pablo R. González Guajardo | 65376 | 489750 |  | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Pedro J. Greer, Jr.<sup>4</sup> |  | 279750 |  |  |  | Over $100,000 |
|  | Merit E. Janow | 48765 | 564444 | Over $100,000 | Over $100,000 | Over $100,000 | Over $100,000 |
|  | William D. Jones | 53785 | 504000 | Over $100,000 | Over $100,000 |  | Over $100,000 |
|  | Earl Lewis, Jr.<sup>4</sup> |  | 269750 |  | $50001 – $100000 |  | Over $100,000 |
|  | Kenneth M. Simril | 55234 | 364750 | Over $100,000 | Over $100,000 |  |  |
|  | Christopher E. Stone<sup>4</sup> |  | 456575 | Over $100,000 | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Kathy J. Williams | 56682 | 381500 | Over $100,000 | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Amy Zegart<sup>4</sup> |  | 344750 | Over $100,000 | Over $100,000 |  |  |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Noriko Honda Chen<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Mathews Cherian<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | William L. Robbins<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  BFA | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 338000 |  | Over $100,000 |  | Over $100,000 |
|  | Francisco G. Cigarroa | 22231 | 354000 |  |  | Over $100,000 | Over $100,000 |
|  | Nariman Farvardin | 14256 | 544000 |  | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Jennifer C. Feikin | 22231 | 451500 | Over $100,000 | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Leslie Stone Heisz | 22231 | 451500 |  | Over $100,000 |  |  |
|  | Mary Davis Holt<sup>10</sup> | 17207 | 424000 |  | Over $100,000 |  |  |
|  | Merit E. Janow | 14465 | 571000 | $50001 – $100000 | Over $100,000 |  | Over $100,000 |

---

3-7

---

| | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Fund<sup>2,3</sup> | Aggregate<sup>2,3</sup> |
|  | Martin E. Koehler<sup>4</sup> | None | 332000 | None | Over $100,000 | None | Over $100,000 |
|  | Benjamin R. Miller<sup>4,7</sup> | None | None | None | None | None | None |
|  | Josette Sheeran<sup>4</sup> | None | 398000 | None | Over $100,000 | None | Over $100,000 |
|  | Margaret Spellings | 16768 | 534000 | Over $100,000 | Over $100,000 | None | Over $100,000 |
|  | Alexandra Trower | 22859 | 364000 | Over $100,000 | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Paul S. Williams | 22859 | 364000 | $10001 – $50000 | Over $100,000 | None | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Pramod Atluri<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Michael C. Gitlin<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Courtney K. Wolf<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Karl J. Zeile<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  CAPUSE | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | John G. Freund | 166 | 507150 |  | Over $100,000 | N/A<sup>9</sup> | Over $100,000 |
|  | Pablo R. González Guajardo | 226 | 489750 |  | Over $100,000 | N/A<sup>9</sup> | Over $100,000 |
|  | Pedro J. Greer, Jr.<sup>4</sup> |  | 279750 |  |  | N/A<sup>9</sup> | Over $100,000 |
|  | Merit E. Janow | 168 | 564444 |  | Over $100,000 | N/A<sup>9</sup> | Over $100,000 |
|  | William D. Jones | 186 | 504000 | $10001 – $50000 | Over $100,000 | N/A<sup>9</sup> | Over $100,000 |
|  | Earl Lewis, Jr.<sup>4</sup> |  | 269750 |  | $50001 – $100000 | N/A<sup>9</sup> | Over $100,000 |
|  | Kenneth M. Simril | 191 | 364750 |  | Over $100,000 | N/A<sup>9</sup> |  |
|  | Christopher E. Stone<sup>4</sup> |  | 456575 | Over $100,000 | Over $100,000 | N/A<sup>9</sup> | Over $100,000 |
|  | Kathy J. Williams | 196 | 381500 | Over $100,000 | Over $100,000 | N/A<sup>9</sup> | Over $100,000 |
|  | Amy Zegart<sup>4</sup> |  | 344750 | $1 – $10000 | Over $100,000 | N/A<sup>9</sup> |  |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Noriko Honda Chen<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Mathews Cherian<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | William L. Robbins<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  CBF | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 340000 |  | Over $100,000 |  | Over $100,000 |
|  | Francisco G. Cigarroa | 970 | 356000 |  |  | $50001 – $100000 | Over $100,000 |

---

3-8

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Aggregate<sup>2,3</sup> |
|  | Nariman Farvardin | 620 | 546000 | None | Over $100,000 | Over $100,000 |
|  | Jennifer C. Feikin | 970 | 457250 | None | Over $100,000 | Over $100,000 |
|  | Leslie Stone Heisz | 970 | 457250 | None | Over $100,000 | None |
|  | Mary Davis Holt<sup>10</sup> | 749 | 426000 | None | Over $100,000 | None |
|  | Merit E. Janow | 630 | 573250 | None | Over $100,000 | Over $100,000 |
|  | Martin E. Koehler<sup>4</sup> | None | 334000 | None | Over $100,000 | Over $100,000 |
|  | Benjamin R. Miller<sup>4,7</sup> | None | None | None | None | None |
|  | Josette Sheeran<sup>4</sup> | None | 400000 | None | Over $100,000 | Over $100,000 |
|  | Margaret Spellings | 729 | 536000 | $10001 – $50000 | Over $100,000 | Over $100,000 |
|  | Alexandra Trower | 997 | 366000 | None | Over $100,000 | Over $100,000 |
|  | Paul S. Williams | 997 | 366000 | None | Over $100,000 | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |
|  | Pramod Atluri<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> |
|  | Michael C. Gitlin<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> |
|  | Courtney K. Wolf<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> |
|  | Karl J. Zeile<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> |
|  CCBF | Independent Board Member<sup>1</sup> |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 340000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Francisco G. Cigarroa | 5896 | 356000 |  | None<br> N/A<sup>9</sup> | Over $100,000 |
|  | Nariman Farvardin | 3773 | 546000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Jennifer C. Feikin | 5896 | 457250 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Leslie Stone Heisz | 5896 | 457250 |  | Over $100,000<br> N/A<sup>9</sup> |  |
|  | Mary Davis Holt<sup>10</sup> | 4556 | 426000 |  | Over $100,000<br> N/A<sup>9</sup> |  |
|  | Merit E. Janow | 3829 | 573250 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Martin E. Koehler<sup>4</sup> |  | 334000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Benjamin R. Miller<sup>4,7</sup> |  |  |  | None<br> N/A<sup>9</sup> |  |
|  | Josette Sheeran<sup>4</sup> |  | 400000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Margaret Spellings | 4436 | 536000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Alexandra Trower | 6062 | 366000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Paul S. Williams | 6062 | 366000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |

---

3-9

---

| | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Fund<sup>2,3</sup> | Aggregate<sup>2,3</sup> |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Pramod Atluri<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Michael C. Gitlin<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Courtney K. Wolf<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Karl J. Zeile<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  CCF | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 331500 |  | Over $100,000 |  | Over $100,000 |
|  | Francisco G. Cigarroa | 22454 | 349875 |  |  | $10001 – $50000 | Over $100,000 |
|  | Nariman Farvardin | 14395 | 538119 |  | Over $100,000 | $50001 – $100000 | Over $100,000 |
|  | Jennifer C. Feikin | 22454 | 444875 |  | Over $100,000 | $10001 – $50000 | Over $100,000 |
|  | Leslie Stone Heisz | 22454 | 444875 |  | Over $100,000 |  |  |
|  | Mary Davis Holt<sup>10</sup> | 17385 | 419125 |  | Over $100,000 |  |  |
|  | Merit E. Janow | 14609 | 564444 |  | Over $100,000 | $10001 – $50000 | Over $100,000 |
|  | Martin E. Koehler<sup>4</sup> |  | 328000 |  | Over $100,000 |  | Over $100,000 |
|  | Benjamin R. Miller<sup>4,7</sup> |  |  |  |  |  |  |
|  | Josette Sheeran<sup>4</sup> |  | 393325 |  | Over $100,000 |  | Over $100,000 |
|  | Margaret Spellings | 16964 | 528119 |  | Over $100,000 | $10001 – $50000 | Over $100,000 |
|  | Alexandra Trower | 23097 | 359875 |  | Over $100,000 | $50001 – $100000 | Over $100,000 |
|  | Paul S. Williams | 23097 | 359875 |  | Over $100,000 | $10001 – $50000 | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Pramod Atluri<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Michael C. Gitlin<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Courtney K. Wolf<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Karl J. Zeile<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  CGBL | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 338000 |  | Over $100,000 | N/A<sup>9</sup> | Over $100,000 |
|  | Charles E. Andrews<sup>4</sup> |  | 240000 |  | Over $100,000 | N/A<sup>9</sup> | Over $100,000 |

---

3-10

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Aggregate<sup>2,3</sup> |
|  | Joseph J. Bonner<sup>4</sup> | None | 252000 | None | Over $100,000 | Over $100,000 |
|  | Michael C. Camuñez<sup>4</sup> | None | 338000 | None | Over $100,000 | Over $100,000 |
|  | Vanessa C. L. Chang | 410 | 449000 | None | Over $100,000 | None |
|  | Cecilia V. Estolano<sup>4</sup> | None | 242000 | None | Over $100,000 | None |
|  | Jennifer C. Feikin<sup>8</sup> | 400 | 451500 | None | Over $100,000 | Over $100,000 |
|  | Pablo R. González Guajardo<sup>8</sup> | 400 | 496500 | None | Over $100,000 | Over $100,000 |
|  | Yvonne L. Greenstreet<sup>4</sup> | None | 242000 | None | $10001 – $50000 | Over $100,000 |
|  | Leslie Stone Heisz<sup>8</sup> | 400 | 451500 | None | Over $100,000 | None |
|  | William D. Jones<sup>8</sup> | 390 | 511000 | None | Over $100,000 | Over $100,000 |
|  | Martin E. Koehler<sup>4</sup> | None | 332000 | None | Over $100,000 | Over $100,000 |
|  | Sharon I. Meers<sup>4</sup> | None | 369000 | None | Over $100,000 | Over $100,000 |
|  | Pascal Millaire<sup>4</sup> | None | 242000 | None | Over $100,000 | None |
|  | William I. Miller<sup>4</sup> | None | 302000 | None | Over $100,000 | Over $100,000 |
|  | Josette Sheeran<sup>4</sup> | None | 398000 | None | Over $100,000 | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |
|  | Bradford F. Freer<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> |
|  | Anne-Marie Peterson<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> |
|  | William L. Robbins<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> |
|  CGCF | Independent Board Member<sup>1</sup> |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 338000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Francisco G. Cigarroa |  | 354000 |  | None<br> N/A<sup>9</sup> | Over $100,000 |
|  | Nariman Farvardin |  | 544000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Jennifer C. Feikin |  | 451500 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Leslie Stone Heisz |  | 451500 |  | Over $100,000<br> N/A<sup>9</sup> |  |
|  | Mary Davis Holt<sup>10</sup> |  | 424000 |  | Over $100,000<br> N/A<sup>9</sup> |  |
|  | Merit E. Janow |  | 571000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Martin E. Koehler<sup>4</sup> |  | 332000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Benjamin R. Miller<sup>4,7</sup> |  |  |  | None<br> N/A<sup>9</sup> |  |
|  | Josette Sheeran<sup>4</sup> |  | 398000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |

---

3-11

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Aggregate<sup>2,3</sup> |
|  | Margaret Spellings | None | 534000 | None | Over $100,000 | Over $100,000 |
|  | Alexandra Trower | None | 364000 | None | Over $100,000 | Over $100,000 |
|  | Paul S. Williams | None | 364000 | None | Over $100,000 | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |
|  | Pramod Atluri<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> |
|  | Michael C. Gitlin<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> |
|  | Courtney K. Wolf<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> |
|  | Karl J. Zeile<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> |
|  CGCV | Independent Board Member<sup>1</sup> |  |  |  |  |  |
|  | Vanessa C. L. Chang<sup>8</sup> | 109 | 454750 | $10001 – $50000 | Over $100,000<br> N/A<sup>9</sup> |  |
|  | Jennifer C. Feikin<sup>8</sup> | 107 | 457250 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | John G. Freund<sup>4</sup> |  | 517250 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Pablo R. González Guajardo | 107 | 502250 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Pedro J. Greer, Jr.<sup>4</sup> |  | 284500 |  | None<br> N/A<sup>9</sup> | Over $100,000 |
|  | Leslie Stone Heisz<sup>8</sup> | 107 | 457250 |  | Over $100,000<br> N/A<sup>9</sup> |  |
|  | Merit E. Janow<sup>4</sup> |  | 573250 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | William D. Jones | 105 | 516750 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Earl Lewis, Jr.<sup>4</sup> |  | 274500 |  | $50001 – $100000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Kenneth M. Simril<sup>4</sup> |  | 371000 |  | Over $100,000<br> N/A<sup>9</sup> |  |
|  | Christopher E. Stone<sup>4</sup> |  | 461250 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Kathy J. Williams<sup>4</sup> |  | 388000 | Over $100,000 | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Amy Zegart<sup>4</sup> |  | 351000 | $50001 – $100000 | Over $100,000<br> N/A<sup>9</sup> |  |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |
|  | Noriko Honda Chen<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000<br> None<sup>6</sup> | None<sup>6</sup> |
|  | Mathews Cherian<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000<br> None<sup>6</sup> | None<sup>6</sup> |
|  | William L. Robbins<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000<br> None<sup>6</sup> | None<sup>6</sup> |
|  CGDG | Independent Board Member<sup>1</sup> |  |  |  |  |  |
|  | Vanessa C. L. Chang<sup>8</sup> | 1468 | 454750 |  | Over $100,000<br> N/A<sup>9</sup> |  |
|  | Jennifer C. Feikin<sup>8</sup> | 1435 | 457250 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |

---

3-12

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Aggregate<sup>2,3</sup> |
|  | John G. Freund<sup>4</sup> | None | 517250 | None | Over $100,000 | Over $100,000 |
|  | Pablo R. González Guajardo | 1435 | 502250 | None | Over $100,000 | Over $100,000 |
|  | Pedro J. Greer, Jr.<sup>4</sup> | None | 284500 | None | None | Over $100,000 |
|  | Leslie Stone Heisz<sup>8</sup> | 1435 | 457250 | $1 – $10000 | Over $100,000 | None |
|  | Merit E. Janow<sup>4</sup> | None | 573250 | None | Over $100,000 | Over $100,000 |
|  | William D. Jones | 1402 | 516750 | None | Over $100,000 | Over $100,000 |
|  | Earl Lewis, Jr.<sup>4</sup> | None | 274500 | None | $50001 – $100000 | Over $100,000 |
|  | Kenneth M. Simril<sup>4</sup> | None | 371000 | None | Over $100,000 | None |
|  | Christopher E. Stone<sup>4</sup> | None | 461250 | None | Over $100,000 | Over $100,000 |
|  | Kathy J. Williams<sup>4</sup> | None | 388000 | None | Over $100,000 | Over $100,000 |
|  | Amy Zegart<sup>4</sup> | None | 351000 | None | Over $100,000 | None |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |
|  | Noriko Honda Chen<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> |
|  | Mathews Cherian<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> |
|  | William L. Robbins<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> |
|  CGDV | Independent Board Member<sup>1</sup> |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 340000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Charles E. Andrews<sup>4</sup> |  | 241000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Joseph J. Bonner<sup>4</sup> |  | 253500 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Michael C. Camuñez<sup>4</sup> |  | 340000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Vanessa C. L. Chang | 19994 | 454750 | Over $100,000 | Over $100,000<br> N/A<sup>9</sup> |  |
|  | Cecilia V. Estolano<sup>4</sup> |  | 243500 |  | Over $100,000<br> N/A<sup>9</sup> |  |
|  | Jennifer C. Feikin<sup>8</sup> | 19507 | 457250 | $10001 – $50000 | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Pablo R. González Guajardo<sup>8</sup> | 19507 | 502250 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Yvonne L. Greenstreet<sup>4</sup> |  | 242000 |  | $10001 – $50000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Leslie Stone Heisz<sup>8</sup> | 19507 | 457250 |  | Over $100,000<br> N/A<sup>9</sup> |  |
|  | William D. Jones<sup>8</sup> | 19020 | 516750 | $50001 – $100000 | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Martin E. Koehler<sup>4</sup> |  | 334000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Sharon I. Meers<sup>4</sup> |  | 371000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |

---

3-13

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Aggregate<sup>2,3</sup> |
|  | Pascal Millaire<sup>4</sup> | None | 243500 | $50001 – $100000 | Over $100,000 | None |
|  | William I. Miller<sup>4</sup> | None | 303500 | None | Over $100,000 | Over $100,000 |
|  | Josette Sheeran<sup>4</sup> | None | 400000 | None | Over $100,000 | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |
|  | Bradford F. Freer<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> |
|  | Anne-Marie Peterson<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> |
|  | William L. Robbins<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> |
|  CGFIT | Independent Board Member<sup>1</sup> |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 338000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Francisco G. Cigarroa<sup>4</sup> |  | 354000 |  | None<br> N/A<sup>9</sup> | Over $100,000 |
|  | Vanessa C. L. Chang | 16910 | 449000 | Over $100,000 | Over $100,000<br> N/A<sup>9</sup> |  |
|  | Nariman Farvardin<sup>4</sup> |  | 544000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Jennifer C. Feikin | 16487 | 451500 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Pablo R. González Guajardo<sup>8</sup> | 16487 | 496500 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Leslie Stone Heisz | 16487 | 451500 | Over $100,000 | Over $100,000<br> N/A<sup>9</sup> |  |
|  | Merit E. Janow<sup>4</sup> |  | 571000 | Over $100,000 | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | William D. Jones<sup>8</sup> | 16065 | 511000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Martin E. Koehler<sup>4</sup> |  | 332000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Benjamin R. Miller<sup>4,7</sup> |  |  |  | None<br> N/A<sup>9</sup> |  |
|  | Josette Sheeran<sup>4</sup> |  | 398000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Margaret Spellings<sup>4</sup> |  | 534000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Alexandra Trower<sup>4</sup> |  | 364000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Paul S. Williams<sup>4</sup> |  | 364000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |
|  | Pramod Atluri<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000<br> None<sup>6</sup> | None<sup>6</sup> |
|  | Courtney K. Wolf<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000<br> None<sup>6</sup> | None<sup>6</sup> |
|  | William L. Robbins<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000<br> None<sup>6</sup> | None<sup>6</sup> |

---

3-14

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Aggregate<sup>2,3</sup> |
|  CGGE | Independent Board Member<sup>1</sup> |  |  |  |  |  |
|  | Vanessa C. L. Chang<sup>8</sup> | 52 | 454750 | $10001 – $50000 | Over $100,000<br> N/A<sup>9</sup> |  |
|  | Jennifer C. Feikin<sup>8</sup> | 51 | 457250 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | John G. Freund<sup>4</sup> |  | 517250 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Pablo R. González Guajardo | 51 | 502250 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Pedro J. Greer, Jr.<sup>4</sup> |  | 284500 |  | None<br> N/A<sup>9</sup> | Over $100,000 |
|  | Leslie Stone Heisz<sup>8</sup> | 51 | 457250 |  | Over $100,000<br> N/A<sup>9</sup> |  |
|  | Merit E. Janow<sup>4</sup> |  | 573250 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | William D. Jones | 50 | 516750 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Earl Lewis, Jr.<sup>4</sup> |  | 274500 |  | $50001 – $100000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Kenneth M. Simril<sup>4</sup> |  | 371000 |  | Over $100,000<br> N/A<sup>9</sup> |  |
|  | Christopher E. Stone<sup>4</sup> |  | 461250 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Kathy J. Williams<sup>4</sup> |  | 388000 | Over $100,000 | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Amy Zegart<sup>4</sup> |  | 351000 | Over $100,000 | Over $100,000<br> N/A<sup>9</sup> |  |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |
|  | Noriko Honda Chen<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000<br> None<sup>6</sup> | None<sup>6</sup> |
|  | Mathews Cherian<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000<br> None<sup>6</sup> | None<sup>6</sup> |
|  | William L. Robbins<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000<br> None<sup>6</sup> | None<sup>6</sup> |
|  CGGO | Independent Board Member<sup>1</sup> |  |  |  |  |  |
|  | Vanessa C. L. Chang | 15570 | 454750 | $10001 – $50000 | Over $100,000<br> N/A<sup>9</sup> |  |
|  | Francisco G. Cigarroa<sup>4</sup> |  | 356000 |  | None<br> N/A<sup>9</sup> | Over $100,000 |
|  | Nariman Farvardin<sup>4</sup> |  | 546000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Jennifer C. Feikin | 15193 | 457250 | $10001 – $50000 | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | John G. Freund<sup>4</sup> |  | 517250 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Pablo R. González Guajardo<sup>8</sup> | 15193 | 502250 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Leslie Stone Heisz | 15193 | 457250 |  | Over $100,000<br> N/A<sup>9</sup> |  |
|  | William D. Jones<sup>8</sup> | 14816 | 516750 | Over $100,000 | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Sharon I. Meers<sup>4</sup> |  | 371000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Kenneth M. Simril<sup>4</sup> |  | 371000 | $1 – $10000 | Over $100,000<br> N/A<sup>9</sup> |  |

---

3-15

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Aggregate<sup>2,3</sup> |
|  | Margaret Spellings<sup>4</sup> | None | 536000 | None | Over $100,000 | Over $100,000 |
|  | Christopher E. Stone<sup>4</sup> | None | 461250 | None | Over $100,000 | Over $100,000 |
|  | Alexandra Trower<sup>4</sup> | None | 366000 | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Paul S. Williams<sup>4</sup> | None | 366000 | None | Over $100,000 | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |
|  | Christopher D. Buchbinder<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> |
|  | William L. Robbins | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> |
|  CGGR | Independent Board Member<sup>1</sup> |  |  |  |  |  |
|  | Vanessa C. L. Chang | 19991 | 454750 | $10001 – $50000 | Over $100,000<br> N/A<sup>9</sup> |  |
|  | Francisco G. Cigarroa<sup>4</sup> |  | 356000 |  | None<br> N/A<sup>9</sup> | Over $100,000 |
|  | Nariman Farvardin<sup>4</sup> |  | 546000 | Over $100,000 | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Jennifer C. Feikin | 19504 | 457250 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | John G. Freund<sup>4</sup> |  | 517250 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Pablo R. González Guajardo<sup>8</sup> | 19504 | 502250 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Leslie Stone Heisz | 19504 | 457250 |  | Over $100,000<br> N/A<sup>9</sup> |  |
|  | William D. Jones<sup>8</sup> | 19017 | 516750 | Over $100,000 | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Sharon I. Meers<sup>4</sup> |  | 371000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Kenneth M. Simril<sup>4</sup> |  | 371000 |  | Over $100,000<br> N/A<sup>9</sup> |  |
|  | Margaret Spellings<sup>4</sup> |  | 536000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Christopher E. Stone<sup>4</sup> |  | 461250 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Alexandra Trower<sup>4</sup> |  | 366000 | Over $100,000 | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Paul S. Williams<sup>4</sup> |  | 366000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |
|  | Christopher D. Buchbinder<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000<br> None<sup>6</sup> | None<sup>6</sup> |
|  | William L. Robbins | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000<br> None<sup>6</sup> | None<sup>6</sup> |
|  CGIC | Independent Board Member<sup>1</sup> |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 340000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Charles E. Andrews<sup>4</sup> |  | 241000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Joseph J. Bonner<sup>4</sup> |  | 253500 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |

---

3-16

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Aggregate<sup>2,3</sup> |
|  | Michael C. Camuñez<sup>4</sup> | None | 340000 | None | Over $100,000 | Over $100,000 |
|  | Vanessa C. L. Chang | 52 | 454750 | None | Over $100,000 | None |
|  | Cecilia V. Estolano<sup>4</sup> | None | 243500 | None | Over $100,000 | None |
|  | Jennifer C. Feikin<sup>8</sup> | 51 | 457250 | None | Over $100,000 | Over $100,000 |
|  | Pablo R. González Guajardo<sup>8</sup> | 51 | 502250 | None | Over $100,000 | Over $100,000 |
|  | Yvonne L. Greenstreet<sup>4</sup> | None | 243500 | None | $10001 – $50000 | Over $100,000 |
|  | Leslie Stone Heisz<sup>8</sup> | 51 | 457250 | None | Over $100,000 | None |
|  | William D. Jones<sup>8</sup> | 50 | 516750 | None | Over $100,000 | Over $100,000 |
|  | Martin E. Koehler<sup>4</sup> | None | 334000 | None | Over $100,000 | Over $100,000 |
|  | Sharon I. Meers<sup>4</sup> | None | 371000 | None | Over $100,000 | Over $100,000 |
|  | Pascal Millaire<sup>4</sup> | None | 243500 | None | Over $100,000 | None |
|  | William I. Miller<sup>4</sup> | None | 303500 | None | Over $100,000 | Over $100,000 |
|  | Josette Sheeran<sup>4</sup> | None | 400000 | None | Over $100,000 | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |
|  | Bradford F. Freer<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> |
|  | Anne-Marie Peterson<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> |
|  | William L. Robbins<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> |
|  CGIE | Independent Board Member<sup>1</sup> |  |  |  |  |  |
|  | Vanessa C. L. Chang<sup>8</sup> | 427 | 454750 |  | Over $100,000<br> N/A<sup>9</sup> |  |
|  | Jennifer C. Feikin<sup>8</sup> | 417 | 457250 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | John G. Freund<sup>4</sup> |  | 517250 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Pablo R. González Guajardo | 417 | 502250 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Pedro J. Greer, Jr.<sup>4</sup> |  | 284500 |  | None<br> N/A<sup>9</sup> | Over $100,000 |
|  | Leslie Stone Heisz<sup>8</sup> | 417 | 457250 |  | Over $100,000<br> N/A<sup>9</sup> |  |
|  | Merit E. Janow<sup>4</sup> |  | 573250 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | William D. Jones | 407 | 516750 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Earl Lewis, Jr.<sup>4</sup> |  | 274500 |  | $50001 – $100000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Kenneth M. Simril<sup>4</sup> |  | 371000 |  | Over $100,000<br> N/A<sup>9</sup> |  |
|  | Christopher E. Stone<sup>4</sup> |  | 461250 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |

---

3-17

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Aggregate<sup>2,3</sup> |
|  | Kathy J. Williams<sup>4</sup> | None | 388000 | None | Over $100,000 | Over $100,000 |
|  | Amy Zegart<sup>4</sup> | None | 351000 | None | Over $100,000 | None |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |
|  | Noriko Honda Chen<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> |
|  | Mathews Cherian<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> |
|  | William L. Robbins<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> |
|  CGNG | Independent Board Member<sup>1</sup> |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 340000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Charles E. Andrews<sup>4</sup> |  | 241000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Joseph J. Bonner<sup>4</sup> |  | 253500 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Michael C. Camuñez<sup>4</sup> |  | 340000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Vanessa C. L. Chang | 69 | 454750 | $1 – $10000 | Over $100,000<br> N/A<sup>9</sup> |  |
|  | Cecilia V. Estolano<sup>4</sup> |  | 243500 |  | Over $100,000<br> N/A<sup>9</sup> |  |
|  | Jennifer C. Feikin<sup>8</sup> | 68 | 457250 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Pablo R. González Guajardo<sup>8</sup> | 68 | 502250 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Yvonne L. Greenstreet<sup>4</sup> |  | 243500 |  | $10001 – $50000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Leslie Stone Heisz<sup>8</sup> | 68 | 457250 |  | Over $100,000<br> N/A<sup>9</sup> |  |
|  | William D. Jones<sup>8</sup> | 66 | 516750 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Martin E. Koehler<sup>4</sup> |  | 334000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Sharon I. Meers<sup>4</sup> |  | 371000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Pascal Millaire<sup>4</sup> |  | 243500 | $10001 – $50000 | Over $100,000<br> N/A<sup>9</sup> |  |
|  | William I. Miller<sup>4</sup> |  | 303500 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Josette Sheeran<sup>4</sup> |  | 400000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |
|  | Bradford F. Freer<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000<br> None<sup>6</sup> | None<sup>6</sup> |
|  | Anne-Marie Peterson<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000<br> None<sup>6</sup> | None<sup>6</sup> |
|  | William L. Robbins<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000<br> None<sup>6</sup> | None<sup>6</sup> |

---

3-18

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Aggregate<sup>2,3</sup> |
|  CGPCS | Independent Board Member<sup>1</sup> |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 331500 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Francisco G. Cigarroa | 490 | 349875 |  | None<br> N/A<sup>9</sup> | Over $100,000 |
|  | Nariman Farvardin | 314 | 538119 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Jennifer C. Feikin | 490 | 444875 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Leslie Stone Heisz | 490 | 444875 |  | Over $100,000<br> N/A<sup>9</sup> |  |
|  | Mary Davis Holt<sup>10</sup> | 379 | 419125 |  | Over $100,000<br> N/A<sup>9</sup> |  |
|  | Merit E. Janow | 319 | 564444 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Martin E. Koehler<sup>4</sup> |  | 328000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Benjamin R. Miller<sup>4,7</sup> |  |  |  | None<br> N/A<sup>9</sup> |  |
|  | Josette Sheeran<sup>4</sup> |  | 393325 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Margaret Spellings | 370 | 528119 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Alexandra Trower | 504 | 359875 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Paul S. Williams | 504 | 359875 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |
|  | Pramod Atluri<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000<br> None<sup>6</sup> | None<sup>6</sup> |
|  | Michael C. Gitlin<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000<br> None<sup>6</sup> | None<sup>6</sup> |
|  | Courtney K. Wolf<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000<br> None<sup>6</sup> | None<sup>6</sup> |
|  | Karl J. Zeile<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000<br> None<sup>6</sup> | None<sup>6</sup> |
|  CGUS | Independent Board Member<sup>1</sup> |  |  |  |  |  |
|  | Vanessa C. L. Chang | 11557 | 454750 |  | Over $100,000<br> N/A<sup>9</sup> |  |
|  | Francisco G. Cigarroa<sup>4</sup> |  | 356000 |  | None<br> N/A<sup>9</sup> | Over $100,000 |
|  | Nariman Farvardin<sup>4</sup> |  | 546000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Jennifer C. Feikin | 11279 | 457250 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | John G. Freund<sup>4</sup> |  | 517250 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Pablo R. González Guajardo<sup>8</sup> | 11279 | 502250 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Leslie Stone Heisz | 11279 | 457250 |  | Over $100,000<br> N/A<sup>9</sup> |  |
|  | William D. Jones<sup>8</sup> | 11000 | 516750 | $10001 – $50000 | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Sharon I. Meers<sup>4</sup> |  | 371000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |

---

3-19

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Aggregate<sup>2,3</sup> |
|  | Kenneth M. Simril<sup>4</sup> | None | 371000 | None | Over $100,000 | None |
|  | Margaret Spellings<sup>4</sup> | None | 536000 | None | Over $100,000 | Over $100,000 |
|  | Christopher E. Stone<sup>4</sup> | None | 461250 | None | Over $100,000 | Over $100,000 |
|  | Alexandra Trower<sup>4</sup> | None | 366000 | None | Over $100,000 | Over $100,000 |
|  | Paul S. Williams<sup>4</sup> | None | 366000 | None | Over $100,000 | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |
|  | Christopher D. Buchbinder<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> |
|  | William L. Robbins | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> |
|  CGXU | Independent Board Member<sup>1</sup> |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 340000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Charles E. Andrews<sup>4</sup> |  | 241000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Joseph J. Bonner<sup>4</sup> |  | 253500 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Michael C. Camuñez<sup>4</sup> |  | 340000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Vanessa C. L. Chang | 11566 | 454750 |  | Over $100,000<br> N/A<sup>9</sup> |  |
|  | Cecilia V. Estolano<sup>4</sup> |  | 243500 |  | Over $100,000<br> N/A<sup>9</sup> |  |
|  | Jennifer C. Feikin<sup>8</sup> | 11285 | 457250 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Pablo R. González Guajardo<sup>8</sup> | 11285 | 502250 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Yvonne L. Greenstreet<sup>4</sup> |  | 243500 |  | $10001 – $50000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Leslie Stone Heisz<sup>8</sup> | 11285 | 457250 |  | Over $100,000<br> N/A<sup>9</sup> |  |
|  | William D. Jones<sup>8</sup> | 11004 | 516750 | $50001 – $100000 | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Martin E. Koehler<sup>4</sup> |  | 334000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Sharon I. Meers<sup>4</sup> |  | 371000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Pascal Millaire<sup>4</sup> |  | 243500 |  | Over $100,000<br> N/A<sup>9</sup> |  |
|  | William I. Miller<sup>4</sup> |  | 303500 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Josette Sheeran<sup>4</sup> |  | 400000 |  | Over $100,000<br> N/A<sup>9</sup> | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |
|  | Bradford F. Freer<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000<br> None<sup>6</sup> | None<sup>6</sup> |
|  | Anne-Marie Peterson<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000<br> None<sup>6</sup> | None<sup>6</sup> |
|  | William L. Robbins<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000<br> None<sup>6</sup> | None<sup>6</sup> |

---

3-20

---

| | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Fund<sup>2,3</sup> | Aggregate<sup>2,3</sup> |
|  CIB | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | John G. Freund | 67597 | 507150 |  | Over $100,000 |  | Over $100,000 |
|  | Pablo R. González Guajardo<sup>4</sup> |  | 489750 |  | Over $100,000 |  | Over $100,000 |
|  | Pedro J. Greer, Jr. | 112287 | 279750 |  |  | Over $100,000 | Over $100,000 |
|  | Merit E. Janow | 67597 | 564444 | Over $100,000 | Over $100,000 | $10001 – $50000 | Over $100,000 |
|  | William D. Jones<sup>4</sup> |  | 504000 |  | Over $100,000 |  | Over $100,000 |
|  | Earl Lewis, Jr. | 108271 | 269750 | $10001 – $50000 | $50001 – $100000 | Over $100,000 | Over $100,000 |
|  | Kenneth M. Simril<sup>4</sup> |  | 364750 |  | Over $100,000 |  |  |
|  | Christopher E. Stone | 78307 | 456575 | Over $100,000 | Over $100,000 |  | Over $100,000 |
|  | Kathy J. Williams | 74555 | 381500 |  | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Amy Zegart | 74555 | 344750 | $10001 – $50000 | Over $100,000 |  |  |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Noriko Honda Chen<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Mathews Cherian<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Winnie Kwan<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Sung Lee<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  DWGI | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Gina F. Adams | 1086 | 331500 |  | Over $100,000 |  | Over $100,000 |
|  | Charles E. Andrews<sup>4</sup> |  | 235000 |  | Over $100,000 |  | Over $100,000 |
|  | Joseph J. Bonner<sup>4</sup> |  | 246500 |  | Over $100,000 |  | Over $100,000 |
|  | Michael C. Camuñez | 1145 | 334000 |  | Over $100,000 | $10001 – $50000 | Over $100,000 |
|  | Vanessa C. L. Chang | 1086 | 442250 | Over $100,000 | Over $100,000 |  |  |
|  | Cecilia V. Estolano<sup>4</sup> |  | 239000 |  | Over $100,000 |  |  |
|  | Nariman Farvardin<sup>8</sup> | 965 | 538119 |  | Over $100,000 |  | Over $100,000 |
|  | Yvonne L. Greenstreet<sup>4</sup> |  | 239000 |  | $10001 – $50000 |  | Over $100,000 |
|  | William D. Jones<sup>8</sup> | 1320 | 504000 | $10001 – $50000 | Over $100,000 |  | Over $100,000 |
|  | Martin E. Koehler<sup>4</sup> |  | 328000 |  | Over $100,000 |  | Over $100,000 |
|  | Sharon I. Meers | 1145 | 364750 |  | Over $100,000 |  | Over $100,000 |

---

3-21

---

| | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Fund<sup>2,3</sup> | Aggregate<sup>2,3</sup> |
|  | Pascal Millaire<sup>4</sup> | None | 239000 | None | Over $100,000 | None | None |
|  | William I. Miller<sup>4</sup> | None | 299000 | None | Over $100,000 | None | Over $100,000 |
|  | Josette Sheeran | 907 | 393325 | None | Over $100,000 | $10001 – $50000 | Over $100,000 |
|  | Margaret Spellings<sup>8</sup> | 907 | 528119 | Over $100,000 | Over $100,000 | None | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Hilda L. Applbaum<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Bradford F. Freer<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Anne-Marie Peterson<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  EMBF | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 338000 |  | Over $100,000 |  | Over $100,000 |
|  | Francisco G. Cigarroa | 566 | 354000 |  |  | $50001 – $100000 | Over $100,000 |
|  | Nariman Farvardin | 363 | 544000 |  | Over $100,000 |  | Over $100,000 |
|  | Jennifer C. Feikin | 566 | 451500 |  | Over $100,000 |  | Over $100,000 |
|  | Leslie Stone Heisz | 566 | 451500 |  | Over $100,000 |  |  |
|  | Mary Davis Holt<sup>10</sup> | 438 | 424000 |  | Over $100,000 |  |  |
|  | Merit E. Janow | 369 | 571000 |  | Over $100,000 |  | Over $100,000 |
|  | Martin E. Koehler<sup>4</sup> |  | 332000 |  | Over $100,000 |  | Over $100,000 |
|  | Benjamin R. Miller<sup>4,7</sup> |  |  |  |  |  |  |
|  | Josette Sheeran<sup>4</sup> |  | 398000 |  | Over $100,000 |  | Over $100,000 |
|  | Margaret Spellings | 427 | 534000 |  | Over $100,000 |  | Over $100,000 |
|  | Alexandra Trower | 582 | 364000 |  | Over $100,000 |  | Over $100,000 |
|  | Paul S. Williams | 582 | 364000 |  | Over $100,000 |  | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Pramod Atluri<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Michael C. Gitlin<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Courtney K. Wolf<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Karl J. Zeile<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |

---

3-22

---

| | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Fund<sup>2,3</sup> | Aggregate<sup>2,3</sup> |
|  EMEF | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | John G. Freund | 670 | 519500 |  | Over $100,000 | N/A<sup>9</sup> | Over $100,000 |
|  | Pablo R. González Guajardo | 896 | 542167 |  | Over $100,000 | N/A<sup>9</sup> | Over $100,000 |
|  | Pedro J. Greer, Jr.<sup>4</sup> |  | 286000 |  |  | N/A<sup>9</sup> | Over $100,000 |
|  | Merit E. Janow | 670 | 575500 |  | Over $100,000 | N/A<sup>9</sup> | Over $100,000 |
|  | William D. Jones | 740 | 558333 | $10001 – $50000 | Over $100,000 | N/A<sup>9</sup> | Over $100,000 |
|  | Earl Lewis, Jr.<sup>4</sup> |  | 276000 |  | $50001 – $100000 | N/A<sup>9</sup> | Over $100,000 |
|  | Kenneth M. Simril | 760 | 373000 | $1 – $10000 | Over $100,000 | N/A<sup>9</sup> |  |
|  | Christopher E. Stone<sup>4</sup> |  | 463500 | Over $100,000 | Over $100,000 | N/A<sup>9</sup> | Over $100,000 |
|  | Kathy J. Williams | 779 | 390000 |  | Over $100,000 | N/A<sup>9</sup> | Over $100,000 |
|  | Amy Zegart<sup>4</sup> |  | 387167 | $10001 – $50000 | Over $100,000 | N/A<sup>9</sup> |  |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Noriko Honda Chen<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Mathews Cherian<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | William L. Robbins<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  EUPAC | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 340000 |  | Over $100,000 |  | Over $100,000 |
|  | Charles E. Andrews<sup>4</sup> |  | 241000 |  | Over $100,000 |  | Over $100,000 |
|  | Joseph J. Bonner<sup>4</sup> |  | 253500 |  | Over $100,000 |  | Over $100,000 |
|  | Michael C. Camuñez<sup>4</sup> |  | 340000 | $10001 – $50000 | Over $100,000 |  | Over $100,000 |
|  | Vanessa C. L. Chang | 68307 | 454750 | Over $100,000 | Over $100,000 |  |  |
|  | Cecilia V. Estolano<sup>4</sup> |  | 243500 |  | Over $100,000 |  |  |
|  | Pablo R. González Guajardo<sup>8</sup> | 72526 | 502250 | $50001 – $100000 | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Yvonne L. Greenstreet<sup>4</sup> |  | 243500 |  | $10001 – $50000 |  | Over $100,000 |
|  | Martin E. Koehler | 72526 | 334000 | $50001 – $100000 | Over $100,000 | $50001 – $100000 | Over $100,000 |
|  | Sharon I. Meers<sup>4</sup> |  | 371000 |  | Over $100,000 |  | Over $100,000 |
|  | Pascal Millaire | 102672 | 243500 | $50001 – $100000 | Over $100,000 |  |  |
|  | William I. Miller | 127983 | 303500 | Over $100,000 | Over $100,000 | Over $100,000 | Over $100,000 |

---

3-23

---

| | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Fund<sup>2,3</sup> | Aggregate<sup>2,3</sup> |
|  | Josette Sheeran | 55554 | 400000 | Over $100,000 | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Christopher E. Stone<sup>8</sup> | 55554 | 461250 | None | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Amy Zegart<sup>8</sup> | 68307 | 351000 | None | Over $100,000 | None | None |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Bradford F. Freer<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Joanna F. Jonsson<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Carl M. Kawaja<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Anne-Marie Peterson<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | $50001 – $100000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  FI | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 338000 |  | Over $100,000 |  | Over $100,000 |
|  | Charles E. Andrews<sup>4</sup> |  | 240000 |  | Over $100,000 |  | Over $100,000 |
|  | Joseph J. Bonner | 71215 | 252000 |  | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Michael C. Camuñez<sup>4</sup> |  | 338000 |  | Over $100,000 |  | Over $100,000 |
|  | Vanessa C. L. Chang<sup>4</sup> |  | 449000 | Over $100,000 | Over $100,000 |  |  |
|  | Cecilia V. Estolano | 68389 | 242000 | $10001 – $50000 | Over $100,000 |  |  |
|  | John G. Freund<sup>8</sup> | 49267 | 515000 | Over $100,000 | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Yvonne L. Greenstreet | 68389 | 242000 | $1 – $10000 | $10001 – $50000 | Over $100,000 | Over $100,000 |
|  | Martin E. Koehler | 45499 | 332000 |  | Over $100,000 | $50001 – $100000 | Over $100,000 |
|  | Sharon I. Meers | 48325 | 369000 | Over $100,000 | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Pascal Millaire<sup>4</sup> |  | 242000 |  | Over $100,000 |  |  |
|  | William I. Miller<sup>4</sup> |  | 302000 |  | Over $100,000 |  | Over $100,000 |
|  | Josette Sheeran<sup>4</sup> |  | 398000 |  | Over $100,000 |  | Over $100,000 |
|  | Kenneth M. Simril<sup>8</sup> | 49738 | 369000 | $50001 – $100000 | Over $100,000 |  |  |
|  | Christopher E. Stone<sup>8</sup> | 37021 | 459000 | Over $100,000 | Over $100,000 |  | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Brady L. Enright<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Bradford F. Freer<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Anne-Marie Peterson | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |

---

3-24

---

| | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Fund<sup>2,3</sup> | Aggregate<sup>2,3</sup> |
|  GBAL | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | John G. Freund | 13873 | 507150 |  | Over $100,000 |  | Over $100,000 |
|  | Pablo R. González Guajardo | 18871 | 489750 |  | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Pedro J. Greer, Jr.<sup>4</sup> |  | 279750 |  |  |  | Over $100,000 |
|  | Merit E. Janow | 14078 | 564444 | Over $100,000 | Over $100,000 |  | Over $100,000 |
|  | William D. Jones | 15528 | 504000 | $50001 – $100000 | Over $100,000 |  | Over $100,000 |
|  | Earl Lewis, Jr.<sup>4</sup> |  | 269750 |  | $50001 – $100000 |  | Over $100,000 |
|  | Kenneth M. Simril | 15945 | 364750 | $50001 – $100000 | Over $100,000 |  |  |
|  | Christopher E. Stone<sup>4</sup> |  | 456575 |  | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Kathy J. Williams | 16363 | 381500 | Over $100,000 | Over $100,000 | $10001 – $50000 | Over $100,000 |
|  | Amy Zegart<sup>4</sup> |  | 344750 |  | Over $100,000 |  |  |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Noriko Honda Chen<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Mathews Cherian<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | William L. Robbins<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  GFA | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 325000 |  | Over $100,000 |  | Over $100,000 |
|  | Charles E. Andrews<sup>4</sup> |  | 230000 |  | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Joseph J. Bonner | 133745 | 241000 | Over $100,000 | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Michael C. Camuñez<sup>4</sup> |  | 330000 |  | Over $100,000 |  | Over $100,000 |
|  | Vanessa C. L. Chang<sup>4</sup> |  | 435500 | Over $100,000 | Over $100,000 |  |  |
|  | Cecilia V. Estolano | 130938 | 236000 | Over $100,000 | Over $100,000 |  |  |
|  | John G. Freund<sup>8</sup> | 95050 | 499300 | Over $100,000 | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Yvonne L. Greenstreet | 130938 | 236000 | $1 – $10000 | $10001 – $50000 | Over $100,000 | Over $100,000 |
|  | Martin E. Koehler | 87107 | 324000 |  | Over $100,000 | $50001 – $100000 | Over $100,000 |
|  | Sharon I. Meers | 92654 | 360500 | $50001 – $100000 | Over $100,000 |  | Over $100,000 |
|  | Pascal Millaire<sup>4</sup> |  | 236000 | Over $100,000 | Over $100,000 |  |  |
|  | William I. Miller<sup>4</sup> |  | 296000 |  | Over $100,000 |  | Over $100,000 |

---

3-25

---

| | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Fund<sup>2,3</sup> | Aggregate<sup>2,3</sup> |
|  | Josette Sheeran<sup>4</sup> | None | 388650 | None | Over $100,000 | None | Over $100,000 |
|  | Kenneth M. Simril<sup>8</sup> | 95427 | 360500 | Over $100,000 | Over $100,000 | None | None |
|  | Christopher E. Stone<sup>8</sup> | 73755 | 454150 | Over $100,000 | Over $100,000 | None | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Brady L. Enright<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Bradford F. Freer<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Anne-Marie Peterson | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  GIF | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | John G. Freund | 6629 | 507150 |  | Over $100,000 |  | Over $100,000 |
|  | Pablo R. González Guajardo<sup>4</sup> |  | 489750 |  | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Pedro J. Greer, Jr. | 11012 | 279750 |  |  |  | Over $100,000 |
|  | Merit E. Janow | 6629 | 564444 |  | Over $100,000 |  | Over $100,000 |
|  | William D. Jones<sup>4</sup> |  | 504000 | Over $100,000 | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Earl Lewis, Jr. | 10618 | 269750 |  | $50001 – $100000 |  | Over $100,000 |
|  | Kenneth M. Simril<sup>4</sup> |  | 364750 | Over $100,000 | Over $100,000 |  |  |
|  | Christopher E. Stone | 7678 | 456575 | Over $100,000 | Over $100,000 |  | Over $100,000 |
|  | Kathy J. Williams | 7312 | 381500 | Over $100,000 | Over $100,000 |  | Over $100,000 |
|  | Amy Zegart | 7312 | 344750 | Over $100,000 | Over $100,000 |  |  |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Noriko Honda Chen<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Mathews Cherian<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Winnie Kwan<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Sung Lee<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  GVT | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 325000 |  | Over $100,000 |  | Over $100,000 |
|  | Francisco G. Cigarroa | 10898 | 345750 |  |  |  | Over $100,000 |
|  | Nariman Farvardin | 6984 | 532238 |  | Over $100,000 |  | Over $100,000 |
|  | Jennifer C. Feikin | 10898 | 438250 |  | Over $100,000 |  | Over $100,000 |

---

3-26

---

| | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Fund<sup>2,3</sup> | Aggregate<sup>2,3</sup> |
|  | Leslie Stone Heisz | 10898 | 438250 | None | Over $100,000 | None | None |
|  | Mary Davis Holt<sup>10</sup> | 8440 | 414250 | None | Over $100,000 | None | None |
|  | Merit E. Janow | 7089 | 557887 | None | Over $100,000 | None | Over $100,000 |
|  | Martin E. Koehler<sup>4</sup> | None | 324000 | None | Over $100,000 | None | Over $100,000 |
|  | Benjamin R. Miller<sup>4,7</sup> | None | None | None | None | None | None |
|  | Josette Sheeran<sup>4</sup> | None | 388650 | None | Over $100,000 | None | Over $100,000 |
|  | Margaret Spellings | 8246 | 522238 | None | Over $100,000 | None | Over $100,000 |
|  | Alexandra Trower | 11214 | 355750 | None | Over $100,000 | None | Over $100,000 |
|  | Paul S. Williams | 11214 | 355750 | None | Over $100,000 | None | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Pramod Atluri<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | $1 – $10000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Michael C. Gitlin<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Courtney K. Wolf<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Karl J. Zeile<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  IBFA | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 325000 |  | Over $100,000 |  | Over $100,000 |
|  | Francisco G. Cigarroa | 14111 | 345750 |  |  |  | Over $100,000 |
|  | Nariman Farvardin | 9043 | 532238 |  | Over $100,000 |  | Over $100,000 |
|  | Jennifer C. Feikin | 14111 | 438250 |  | Over $100,000 |  | Over $100,000 |
|  | Leslie Stone Heisz | 14111 | 438250 |  | Over $100,000 |  |  |
|  | Mary Davis Holt<sup>10</sup> | 10928 | 414250 |  | Over $100,000 |  |  |
|  | Merit E. Janow | 9179 | 557887 |  | Over $100,000 |  | Over $100,000 |
|  | Martin E. Koehler<sup>4</sup> |  | 324000 |  | Over $100,000 |  | Over $100,000 |
|  | Benjamin R. Miller<sup>4,7</sup> |  |  |  |  |  |  |
|  | Josette Sheeran<sup>4</sup> |  | 388650 |  | Over $100,000 |  | Over $100,000 |
|  | Margaret Spellings | 10679 | 522238 |  | Over $100,000 |  | Over $100,000 |
|  | Alexandra Trower | 14520 | 355750 | $1 – $10000 | Over $100,000 |  | Over $100,000 |
|  | Paul S. Williams | 14520 | 355750 |  | Over $100,000 |  | Over $100,000 |

---

3-27

---

| | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Fund<sup>2,3</sup> | Aggregate<sup>2,3</sup> |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Pramod Atluri<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Michael C. Gitlin<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Courtney K. Wolf<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Karl J. Zeile<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  ICA | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | John G. Freund | 65476 | 515000 |  | Over $100,000 |  | Over $100,000 |
|  | Pablo R. González Guajardo | 87643 | 496500 |  | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Pedro J. Greer, Jr.<sup>4</sup> |  | 283000 |  |  |  | Over $100,000 |
|  | Merit E. Janow | 65476 | 571000 | Over $100,000 | Over $100,000 |  | Over $100,000 |
|  | William D. Jones | 72267 | 511000 | Over $100,000 | Over $100,000 |  | Over $100,000 |
|  | Earl Lewis, Jr.<sup>4</sup> |  | 273000 | $10001 – $50000 | $50001 – $100000 |  | Over $100,000 |
|  | Kenneth M. Simril | 74189 | 369000 | $50001 – $100000 | Over $100,000 |  |  |
|  | Christopher E. Stone<sup>4</sup> |  | 459000 |  | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Kathy J. Williams | 76111 | 386000 | Over $100,000 | Over $100,000 | $10001 – $50000 | Over $100,000 |
|  | Amy Zegart<sup>4</sup> |  | 349000 |  | Over $100,000 |  |  |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Noriko Honda Chen<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Mathews Cherian<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | William L. Robbins<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  IFA | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Gina F. Adams | 64965 | 325000 |  | Over $100,000 |  | Over $100,000 |
|  | Charles E. Andrews<sup>4</sup> |  | 230000 |  | Over $100,000 |  | Over $100,000 |
|  | Joseph J. Bonner<sup>4</sup> |  | 241000 |  | Over $100,000 |  | Over $100,000 |
|  | Michael C. Camuñez | 68508 | 330000 |  |  | $50001 – $100000 | Over $100,000 |
|  | Vanessa C. L. Chang | 64965 | 435500 | Over $100,000 | Over $100,000 |  |  |
|  | Cecilia V. Estolano<sup>4</sup> |  | 236000 |  | Over $100,000 |  |  |
|  | Nariman Farvardin<sup>8</sup> | 57762 | 532238 |  | Over $100,000 |  | Over $100,000 |

---

3-28

---

| | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Fund<sup>2,3</sup> | Aggregate<sup>2,3</sup> |
|  | Yvonne L. Greenstreet<sup>4</sup> | None | 236000 | None | $10001 – $50000 | None | Over $100,000 |
|  | William D. Jones<sup>8</sup> | 79135 | 497000 | Over $100,000 | Over $100,000 | None | Over $100,000 |
|  | Martin E. Koehler<sup>4</sup> | None | 324000 | None | Over $100,000 | None | Over $100,000 |
|  | Sharon I. Meers | 68508 | 360500 | None | Over $100,000 | None | Over $100,000 |
|  | Pascal Millaire<sup>4</sup> | None | 236000 | None | Over $100,000 | None | None |
|  | William I. Miller<sup>4</sup> | None | 296000 | None | Over $100,000 | None | Over $100,000 |
|  | Josette Sheeran | 54219 | 388650 | None | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Margaret Spellings<sup>8</sup> | 54219 | 522238 | None | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Hilda L. Applbaum<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Bradford F. Freer<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Anne-Marie Peterson<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  IGI | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Gina F. Adams | 7824 | 342000 |  | Over $100,000 |  | Over $100,000 |
|  | Charles E. Andrews<sup>4</sup> |  | 242000 |  | Over $100,000 |  | Over $100,000 |
|  | Joseph J. Bonner<sup>4</sup> |  | 255000 |  | Over $100,000 |  | Over $100,000 |
|  | Michael C. Camuñez | 8236 | 342000 |  | Over $100,000 | $50001 – $100000 | Over $100,000 |
|  | Vanessa C. L. Chang | 7824 | 460500 | Over $100,000 | Over $100,000 |  |  |
|  | Cecilia V. Estolano<sup>4</sup> |  | 245000 |  | Over $100,000 |  |  |
|  | Nariman Farvardin<sup>8</sup> | 6940 | 548000 |  | Over $100,000 |  | Over $100,000 |
|  | Yvonne L. Greenstreet<sup>4</sup> |  | 245000 |  | $10001 – $50000 |  | Over $100,000 |
|  | William D. Jones<sup>8</sup> | 9472 | 558333 | $50001 – $100000 | Over $100,000 |  | Over $100,000 |
|  | Martin E. Koehler<sup>4</sup> |  | 336000 |  | Over $100,000 |  | Over $100,000 |
|  | Sharon I. Meers | 8236 | 373000 |  | Over $100,000 |  | Over $100,000 |
|  | Pascal Millaire<sup>4</sup> |  | 245000 |  | Over $100,000 |  |  |
|  | William I. Miller<sup>4</sup> |  | 305000 |  | Over $100,000 |  | Over $100,000 |
|  | Josette Sheeran | 6528 | 402000 |  | Over $100,000 | $10001 – $50000 | Over $100,000 |
|  | Margaret Spellings<sup>8</sup> | 6528 | 538000 | Over $100,000 | Over $100,000 |  | Over $100,000 |

---

3-29

---

| | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Fund<sup>2,3</sup> | Aggregate<sup>2,3</sup> |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Hilda L. Applbaum<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Bradford F. Freer<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Anne-Marie Peterson<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | $50001 – $100000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  ILBF | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 331500 |  | Over $100,000 |  | Over $100,000 |
|  | Francisco G. Cigarroa | 7633 | 349875 |  |  |  | Over $100,000 |
|  | Nariman Farvardin | 4893 | 538119 |  | Over $100,000 |  | Over $100,000 |
|  | Jennifer C. Feikin | 7633 | 444875 |  | Over $100,000 |  | Over $100,000 |
|  | Leslie Stone Heisz | 7633 | 444875 |  | Over $100,000 |  |  |
|  | Mary Davis Holt<sup>10</sup> | 5910 | 419125 |  | Over $100,000 |  |  |
|  | Merit E. Janow | 4966 | 564444 |  | Over $100,000 |  | Over $100,000 |
|  | Martin E. Koehler<sup>4</sup> |  | 328000 |  | Over $100,000 |  | Over $100,000 |
|  | Benjamin R. Miller<sup>4,7</sup> |  |  |  |  |  |  |
|  | Josette Sheeran<sup>4</sup> |  | 393325 |  | Over $100,000 |  | Over $100,000 |
|  | Margaret Spellings | 5767 | 528119 |  | Over $100,000 |  | Over $100,000 |
|  | Alexandra Trower | 7852 | 359875 |  | Over $100,000 |  | Over $100,000 |
|  | Paul S. Williams | 7852 | 359875 |  | Over $100,000 |  | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Pramod Atluri<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Michael C. Gitlin<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Courtney K. Wolf<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Karl J. Zeile<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | $10001 – $50000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  IVE | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | John G. Freund | 1047 | 507150 |  | Over $100,000 |  | Over $100,000 |
|  | Pablo R. González Guajardo<sup>4</sup> |  | 489750 |  | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Pedro J. Greer, Jr. | 1739 | 279750 |  |  |  | Over $100,000 |
|  | Merit E. Janow | 1047 | 564444 |  | Over $100,000 |  | Over $100,000 |

---

3-30

---

| | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Fund<sup>2,3</sup> | Aggregate<sup>2,3</sup> |
|  | William D. Jones<sup>4</sup> | None | 504000 | $10001 – $50000 | Over $100,000 | None | Over $100,000 |
|  | Earl Lewis, Jr. | 1677 | 269750 | None | $50001 – $100000 | None | Over $100,000 |
|  | Kenneth M. Simril<sup>4</sup> | None | 364750 | None | Over $100,000 | None | None |
|  | Christopher E. Stone | 1212 | 456575 | $10001 – $50000 | Over $100,000 | None | Over $100,000 |
|  | Kathy J. Williams | 1155 | 381500 | Over $100,000 | Over $100,000 | None | Over $100,000 |
|  | Amy Zegart | 1155 | 344750 | None | Over $100,000 | None | None |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Noriko Honda Chen<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Mathews Cherian<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Winnie Kwan<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Sung Lee<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  LTEX | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 325000 |  | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Francisco G. Cigarroa | 3947 | 345750 |  |  |  | Over $100,000 |
|  | Nariman Farvardin | 2529 | 532238 |  | Over $100,000 |  | Over $100,000 |
|  | Jennifer C. Feikin | 3947 | 438250 |  | Over $100,000 |  | Over $100,000 |
|  | Leslie Stone Heisz | 3947 | 438250 |  | Over $100,000 |  |  |
|  | Mary Davis Holt<sup>10</sup> | 3057 | 414250 |  | Over $100,000 |  |  |
|  | Merit E. Janow | 2567 | 557887 | Over $100,000 | Over $100,000 |  | Over $100,000 |
|  | Martin E. Koehler<sup>4</sup> |  | 324000 |  | Over $100,000 |  | Over $100,000 |
|  | Benjamin R. Miller<sup>4,7</sup> |  |  |  |  |  |  |
|  | Josette Sheeran<sup>4</sup> |  | 388650 |  | Over $100,000 |  | Over $100,000 |
|  | Margaret Spellings | 2987 | 522238 |  | Over $100,000 |  | Over $100,000 |
|  | Alexandra Trower | 4061 | 355750 | Over $100,000 | Over $100,000 |  | Over $100,000 |
|  | Paul S. Williams | 4061 | 355750 |  | Over $100,000 |  | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Pramod Atluri<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Michael C. Gitlin<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |

---

3-31

---

| | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Fund<sup>2,3</sup> | Aggregate<sup>2,3</sup> |
|  | Courtney K. Wolf<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Karl J. Zeile<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  MMF | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 331500 |  | Over $100,000 |  | Over $100,000 |
|  | Francisco G. Cigarroa | 17283 | 349875 |  |  | $10001 – $50000 | Over $100,000 |
|  | Nariman Farvardin | 11079 | 538119 |  | Over $100,000 | $50001 – $100000 | Over $100,000 |
|  | Jennifer C. Feikin | 17283 | 444875 |  | Over $100,000 | $10001 – $50000 | Over $100,000 |
|  | Leslie Stone Heisz | 17283 | 444875 |  | Over $100,000 |  |  |
|  | Mary Davis Holt<sup>10</sup> | 13380 | 419125 |  | Over $100,000 |  |  |
|  | Merit E. Janow | 11244 | 564444 |  | Over $100,000 | $10001 – $50000 | Over $100,000 |
|  | Martin E. Koehler<sup>4</sup> |  | 328000 |  | Over $100,000 |  | Over $100,000 |
|  | Benjamin R. Miller<sup>4,7</sup> |  |  |  |  |  |  |
|  | Josette Sheeran<sup>4</sup> |  | 393325 |  | Over $100,000 |  | Over $100,000 |
|  | Margaret Spellings | 13055 | 528119 |  | Over $100,000 | $10001 – $50000 | Over $100,000 |
|  | Alexandra Trower | 17777 | 359875 |  | Over $100,000 | $50001 – $100000 | Over $100,000 |
|  | Paul S. Williams | 17777 | 359875 |  | Over $100,000 | $10001 – $50000 | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Pramod Atluri<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Michael C. Gitlin<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Courtney K. Wolf<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Karl J. Zeile<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | $50001 – $100000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  MSI | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 338000 |  | Over $100,000 |  | Over $100,000 |
|  | Francisco G. Cigarroa | 6974 | 354000 |  |  |  | Over $100,000 |
|  | Nariman Farvardin | 4472 | 544000 |  | Over $100,000 |  | Over $100,000 |
|  | Jennifer C. Feikin | 6974 | 451500 |  | Over $100,000 |  | Over $100,000 |
|  | Leslie Stone Heisz | 6974 | 451500 |  | Over $100,000 |  |  |
|  | Mary Davis Holt<sup>10</sup> | 5398 | 424000 |  | Over $100,000 |  |  |

---

3-32

---

| | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Fund<sup>2,3</sup> | Aggregate<sup>2,3</sup> |
|  | Merit E. Janow | 4538 | 571000 | None | Over $100,000 | None | Over $100,000 |
|  | Martin E. Koehler<sup>4</sup> | None | 332000 | None | Over $100,000 | None | Over $100,000 |
|  | Benjamin R. Miller<sup>4,7</sup> | None | None | None | None | None | None |
|  | Josette Sheeran<sup>4</sup> | None | 398000 | None | Over $100,000 | $10001 – $50000 | Over $100,000 |
|  | Margaret Spellings | 5260 | 534000 | None | Over $100,000 | None | Over $100,000 |
|  | Alexandra Trower | 7171 | 364000 | Over $100,000 | Over $100,000 | None | Over $100,000 |
|  | Paul S. Williams | 7171 | 364000 | None | Over $100,000 | None | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Pramod Atluri<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Michael C. Gitlin<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Courtney K. Wolf<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Karl J. Zeile<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  NEF | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | John G. Freund | 19003 | 507150 | Over $100,000 | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Pablo R. González Guajardo<sup>4</sup> |  | 489750 |  | Over $100,000 |  | Over $100,000 |
|  | Pedro J. Greer, Jr. | 31567 | 279750 |  |  | Over $100,000 | Over $100,000 |
|  | Merit E. Janow | 19003 | 564444 | Over $100,000 | Over $100,000 |  | Over $100,000 |
|  | William D. Jones<sup>4</sup> |  | 504000 |  | Over $100,000 |  | Over $100,000 |
|  | Earl Lewis, Jr. | 30439 | 269750 | $10001 – $50000 | $50001 – $100000 | Over $100,000 | Over $100,000 |
|  | Kenneth M. Simril<sup>4</sup> |  | 364750 |  | Over $100,000 |  |  |
|  | Christopher E. Stone | 22009 | 456575 | Over $100,000 | Over $100,000 |  | Over $100,000 |
|  | Kathy J. Williams | 20961 | 381500 |  | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Amy Zegart | 20961 | 344750 | Over $100,000 | Over $100,000 |  |  |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Noriko Honda Chen<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Mathews Cherian<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Winnie Kwan<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Sung Lee<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |

---

3-33

---

| | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Fund<sup>2,3</sup> | Aggregate<sup>2,3</sup> |
|  NPF | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 331500 |  | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Charles E. Andrews<sup>4</sup> |  | 235000 |  | Over $100,000 |  | Over $100,000 |
|  | Joseph J. Bonner<sup>4</sup> |  | 246500 | Over $100,000 | Over $100,000 |  | Over $100,000 |
|  | Michael C. Camuñez<sup>4</sup> |  | 334000 | Over $100,000 | Over $100,000 |  | Over $100,000 |
|  | Vanessa C. L. Chang | 62375 | 442250 | Over $100,000 | Over $100,000 |  |  |
|  | Cecilia V. Estolano<sup>4</sup> |  | 239000 |  | Over $100,000 |  |  |
|  | Pablo R. González Guajardo<sup>8</sup> | 66296 | 489750 | Over $100,000 | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Yvonne L. Greenstreet<sup>4</sup> |  | 239000 |  | $10001 – $50000 |  | Over $100,000 |
|  | Martin E. Koehler | 66296 | 328000 | Over $100,000 | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Sharon I. Meers<sup>4</sup> |  | 364750 |  | Over $100,000 |  | Over $100,000 |
|  | Pascal Millaire | 93759 | 239000 | Over $100,000 | Over $100,000 |  |  |
|  | William I. Miller | 117284 | 299000 | Over $100,000 | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Josette Sheeran | 50800 | 393325 | Over $100,000 | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Christopher E. Stone<sup>8</sup> | 50800 | 456575 | Over $100,000 | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Amy Zegart<sup>8</sup> | 62375 | 344750 | Over $100,000 | Over $100,000 |  |  |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Bradford F. Freer<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Joanna F. Jonsson<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Carl M. Kawaja<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Anne-Marie Peterson<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  NWF | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 331500 |  | Over $100,000 | $50001 – $100000 | Over $100,000 |
|  | Charles E. Andrews<sup>4</sup> |  | 235000 |  | Over $100,000 |  | Over $100,000 |
|  | Joseph J. Bonner<sup>4</sup> |  | 246500 | $50001 – $100000 | Over $100,000 |  | Over $100,000 |
|  | Michael C. Camuñez<sup>4</sup> |  | 334000 | $10001 – $50000 | Over $100,000 |  | Over $100,000 |
|  | Vanessa C. L. Chang | 26594 | 442250 | Over $100,000 | Over $100,000 |  |  |
|  | Cecilia V. Estolano<sup>4</sup> |  | 239000 |  | Over $100,000 |  |  |

---

3-34

---

| | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Fund<sup>2,3</sup> | Aggregate<sup>2,3</sup> |
|  | Pablo R. González Guajardo<sup>8</sup> | 28265 | 489750 | $50001 – $100000 | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Yvonne L. Greenstreet<sup>4</sup> | None | 239000 | None | $10001 – $50000 | None | Over $100,000 |
|  | Martin E. Koehler | 28265 | 328000 | $50001 – $100000 | Over $100,000 | $50001 – $100000 | Over $100,000 |
|  | Sharon I. Meers<sup>4</sup> | None | 364750 | None | Over $100,000 | None | Over $100,000 |
|  | Pascal Millaire | 39974 | 239000 | Over $100,000 | Over $100,000 | None | None |
|  | William I. Miller | 50004 | 299000 | Over $100,000 | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Josette Sheeran | 21659 | 393325 | $10001 – $50000 | Over $100,000 | $10001 – $50000 | Over $100,000 |
|  | Christopher E. Stone<sup>8</sup> | 21659 | 456575 | None | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Amy Zegart<sup>8</sup> | 26594 | 344750 | $50001 – $100000 | Over $100,000 | None | None |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Bradford F. Freer<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Joanna F. Jonsson<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Carl M. Kawaja<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Anne-Marie Peterson<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | $10001 – $50000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  SBF | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 338000 |  | Over $100,000 |  | Over $100,000 |
|  | Francisco G. Cigarroa | 9877 | 354000 |  |  |  | Over $100,000 |
|  | Nariman Farvardin | 6333 | 544000 |  | Over $100,000 |  | Over $100,000 |
|  | Jennifer C. Feikin | 9877 | 451500 |  | Over $100,000 |  | Over $100,000 |
|  | Leslie Stone Heisz | 9877 | 451500 |  | Over $100,000 |  |  |
|  | Mary Davis Holt<sup>10</sup> | 7645 | 424000 |  | Over $100,000 |  |  |
|  | Merit E. Janow | 6426 | 571000 |  | Over $100,000 | $10001 – $50000 | Over $100,000 |
|  | Martin E. Koehler<sup>4</sup> |  | 332000 |  | Over $100,000 |  | Over $100,000 |
|  | Benjamin R. Miller<sup>4,7</sup> |  |  |  |  |  |  |
|  | Josette Sheeran<sup>4</sup> |  | 398000 |  | Over $100,000 |  | Over $100,000 |
|  | Margaret Spellings | 7449 | 534000 |  | Over $100,000 |  | Over $100,000 |
|  | Alexandra Trower | 10156 | 364000 | Over $100,000 | Over $100,000 |  | Over $100,000 |
|  | Paul S. Williams | 10156 | 364000 |  | Over $100,000 |  | Over $100,000 |

---

3-35

---

| | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Fund<sup>2,3</sup> | Aggregate<sup>2,3</sup> |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Pramod Atluri<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Michael C. Gitlin<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Courtney K. Wolf<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Karl J. Zeile<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  SCWF | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 331500 |  | Over $100,000 |  | Over $100,000 |
|  | Charles E. Andrews<sup>4</sup> |  | 235000 |  | Over $100,000 |  | Over $100,000 |
|  | Joseph J. Bonner | 38862 | 246500 | $50001 – $100000 | Over $100,000 | $50001 – $100000 | Over $100,000 |
|  | Michael C. Camuñez<sup>4</sup> |  | 334000 | $50001 – $100000 | Over $100,000 |  | Over $100,000 |
|  | Vanessa C. L. Chang<sup>4</sup> |  | 442250 | Over $100,000 | Over $100,000 |  |  |
|  | Cecilia V. Estolano | 37692 | 239000 | $10001 – $50000 | Over $100,000 |  |  |
|  | John G. Freund<sup>8</sup> | 27261 | 507150 |  | Over $100,000 |  | Over $100,000 |
|  | Yvonne L. Greenstreet | 37692 | 239000 | $1 – $10000 | $10001 – $50000 | Over $100,000 | Over $100,000 |
|  | Martin E. Koehler | 25076 | 328000 |  | Over $100,000 | $50001 – $100000 | Over $100,000 |
|  | Sharon I. Meers | 26653 | 364750 | $10001 – $50000 | Over $100,000 | $50001 – $100000 | Over $100,000 |
|  | Pascal Millaire<sup>4</sup> |  | 239000 | $10001 – $50000 | Over $100,000 |  |  |
|  | William I. Miller<sup>4</sup> |  | 299000 | Over $100,000 | Over $100,000 |  | Over $100,000 |
|  | Josette Sheeran<sup>4</sup> |  | 393325 |  | Over $100,000 |  | Over $100,000 |
|  | Kenneth M. Simril<sup>8</sup> | 27442 | 364750 | Over $100,000 | Over $100,000 |  |  |
|  | Christopher E. Stone<sup>8</sup> | 20832 | 456575 | Over $100,000 | Over $100,000 |  | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Brady L. Enright<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Bradford F. Freer<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Anne-Marie Peterson | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |

---

3-36

---

| | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Fund<sup>2,3</sup> | Aggregate<sup>2,3</sup> |
|  STBF | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 325000 |  | Over $100,000 |  | Over $100,000 |
|  | Francisco G. Cigarroa | 6871 | 345750 |  |  |  | Over $100,000 |
|  | Nariman Farvardin | 4403 | 532238 |  | Over $100,000 |  | Over $100,000 |
|  | Jennifer C. Feikin | 6871 | 438250 |  | Over $100,000 |  | Over $100,000 |
|  | Leslie Stone Heisz | 6871 | 438250 |  | Over $100,000 |  |  |
|  | Mary Davis Holt<sup>10</sup> | 5321 | 414250 |  | Over $100,000 |  |  |
|  | Merit E. Janow | 4469 | 557887 |  | Over $100,000 |  | Over $100,000 |
|  | Martin E. Koehler<sup>4</sup> |  | 324000 |  | Over $100,000 |  | Over $100,000 |
|  | Benjamin R. Miller<sup>4,7</sup> |  |  |  |  |  |  |
|  | Josette Sheeran<sup>4</sup> |  | 388650 |  | Over $100,000 | $10001 – $50000 | Over $100,000 |
|  | Margaret Spellings | 5199 | 522238 |  | Over $100,000 |  | Over $100,000 |
|  | Alexandra Trower | 7070 | 355750 |  | Over $100,000 |  | Over $100,000 |
|  | Paul S. Williams | 7070 | 355750 |  | Over $100,000 |  | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Pramod Atluri<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Michael C. Gitlin<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Courtney K. Wolf<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Karl J. Zeile<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  STEX | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 325000 |  | Over $100,000 |  | Over $100,000 |
|  | Francisco G. Cigarroa | 1327 | 345750 |  |  |  | Over $100,000 |
|  | Nariman Farvardin | 851 | 532238 |  | Over $100,000 |  | Over $100,000 |
|  | Jennifer C. Feikin | 1327 | 438250 |  | Over $100,000 |  | Over $100,000 |
|  | Leslie Stone Heisz | 1327 | 438250 |  | Over $100,000 |  |  |
|  | Mary Davis Holt<sup>10</sup> | 1028 | 414250 |  | Over $100,000 |  |  |
|  | Merit E. Janow | 864 | 557887 |  | Over $100,000 |  | Over $100,000 |
|  | Martin E. Koehler<sup>4</sup> |  | 324000 |  | Over $100,000 |  | Over $100,000 |
|  | Benjamin R. Miller<sup>4,7</sup> |  |  |  |  |  |  |

---

3-37

---

| | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Fund<sup>2,3</sup> | Aggregate<sup>2,3</sup> |
|  | Josette Sheeran<sup>4</sup> | None | 388650 | None | Over $100,000 | $10001 – $50000 | Over $100,000 |
|  | Margaret Spellings | 1005 | 522238 | None | Over $100,000 | None | Over $100,000 |
|  | Alexandra Trower | 1366 | 355750 | Over $100,000 | Over $100,000 | None | Over $100,000 |
|  | Paul S. Williams | 1366 | 355750 | None | Over $100,000 | None | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Pramod Atluri<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Michael C. Gitlin<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Courtney K. Wolf<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Karl J. Zeile<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  TEBF | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 325000 |  | Over $100,000 |  | Over $100,000 |
|  | Francisco G. Cigarroa | 12964 | 345750 |  |  |  | Over $100,000 |
|  | Nariman Farvardin | 8308 | 532238 |  | Over $100,000 |  | Over $100,000 |
|  | Jennifer C. Feikin | 12964 | 438250 |  | Over $100,000 |  | Over $100,000 |
|  | Leslie Stone Heisz | 12964 | 438250 |  | Over $100,000 |  |  |
|  | Mary Davis Holt<sup>10</sup> | 10040 | 414250 | $50001 – $100000 | Over $100,000 |  |  |
|  | Merit E. Janow | 8434 | 557887 | Over $100,000 | Over $100,000 | $10001 – $50000 | Over $100,000 |
|  | Martin E. Koehler<sup>4</sup> |  | 324000 |  | Over $100,000 |  | Over $100,000 |
|  | Benjamin R. Miller<sup>4,7</sup> |  |  |  |  |  |  |
|  | Josette Sheeran<sup>4</sup> |  | 388650 |  | Over $100,000 |  | Over $100,000 |
|  | Margaret Spellings | 9810 | 522238 | $10001 – $50000 | Over $100,000 |  | Over $100,000 |
|  | Alexandra Trower | 13340 | 355750 |  | Over $100,000 |  | Over $100,000 |
|  | Paul S. Williams | 13340 | 355750 | $10001 – $50000 | Over $100,000 |  | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Pramod Atluri<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Michael C. Gitlin<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Courtney K. Wolf<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Karl J. Zeile<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |

---

3-38

---

| | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Fund<sup>2,3</sup> | Aggregate<sup>2,3</sup> |
|  TEFCA | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 325000 |  | Over $100,000 |  | Over $100,000 |
|  | Francisco G. Cigarroa | 1520 | 345750 |  |  |  | Over $100,000 |
|  | Nariman Farvardin | 974 | 532238 |  | Over $100,000 |  | Over $100,000 |
|  | Jennifer C. Feikin | 1520 | 438250 |  | Over $100,000 |  | Over $100,000 |
|  | Leslie Stone Heisz | 1520 | 438250 |  | Over $100,000 |  |  |
|  | Mary Davis Holt<sup>10</sup> | 1177 | 414250 |  | Over $100,000 |  |  |
|  | Merit E. Janow | 989 | 557887 |  | Over $100,000 |  | Over $100,000 |
|  | Martin E. Koehler<sup>4</sup> |  | 324000 |  | Over $100,000 |  | Over $100,000 |
|  | Benjamin R. Miller<sup>4,7</sup> |  |  |  |  |  |  |
|  | Josette Sheeran<sup>4</sup> |  | 388650 |  | Over $100,000 |  | Over $100,000 |
|  | Margaret Spellings | 1150 | 522238 |  | Over $100,000 |  | Over $100,000 |
|  | Alexandra Trower | 1564 | 355750 |  | Over $100,000 |  | Over $100,000 |
|  | Paul S. Williams | 1564 | 355750 |  | Over $100,000 |  | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Pramod Atluri<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Michael C. Gitlin<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Courtney K. Wolf<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Karl J. Zeile<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  TEFNY | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 325000 |  | Over $100,000 |  | Over $100,000 |
|  | Francisco G. Cigarroa | 138 | 345750 |  |  |  | Over $100,000 |
|  | Nariman Farvardin | 89 | 532238 |  | Over $100,000 |  | Over $100,000 |
|  | Jennifer C. Feikin | 138 | 438250 |  | Over $100,000 |  | Over $100,000 |
|  | Leslie Stone Heisz | 138 | 438250 |  | Over $100,000 |  |  |
|  | Mary Davis Holt<sup>10</sup> | 107 | 414250 |  | Over $100,000 |  |  |
|  | Merit E. Janow | 90 | 557887 | Over $100,000 | Over $100,000 |  | Over $100,000 |
|  | Martin E. Koehler<sup>4</sup> |  | 324000 |  | Over $100,000 |  | Over $100,000 |
|  | Benjamin R. Miller<sup>4,7</sup> |  |  |  |  |  |  |

---

3-39

---

| | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Fund<sup>2,3</sup> | Aggregate<sup>2,3</sup> |
|  | Josette Sheeran<sup>4</sup> | None | 388650 | None | Over $100,000 | None | Over $100,000 |
|  | Margaret Spellings | 105 | 522238 | None | Over $100,000 | None | Over $100,000 |
|  | Alexandra Trower | 142 | 355750 | $50001 – $100000 | Over $100,000 | None | Over $100,000 |
|  | Paul S. Williams | 142 | 355750 | None | Over $100,000 | None | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Pramod Atluri<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Michael C. Gitlin<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Courtney K. Wolf<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Karl J. Zeile<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | None | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  WBF | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Gina F. Adams<sup>4</sup> |  | 338000 |  | Over $100,000 |  | Over $100,000 |
|  | Francisco G. Cigarroa | 5168 | 354000 |  |  |  | Over $100,000 |
|  | Nariman Farvardin | 3314 | 544000 |  | Over $100,000 |  | Over $100,000 |
|  | Jennifer C. Feikin | 5168 | 451500 |  | Over $100,000 |  | Over $100,000 |
|  | Leslie Stone Heisz | 5168 | 451500 |  | Over $100,000 |  |  |
|  | Mary Davis Holt<sup>10</sup> | 4000 | 424000 |  | Over $100,000 |  |  |
|  | Merit E. Janow | 3363 | 571000 |  | Over $100,000 |  | Over $100,000 |
|  | Martin E. Koehler<sup>4</sup> |  | 332000 |  | Over $100,000 |  | Over $100,000 |
|  | Benjamin R. Miller<sup>4,7</sup> |  |  |  |  |  |  |
|  | Josette Sheeran<sup>4</sup> |  | 398000 |  | Over $100,000 |  | Over $100,000 |
|  | Margaret Spellings | 3898 | 534000 |  | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Alexandra Trower | 5314 | 364000 |  | Over $100,000 |  | Over $100,000 |
|  | Paul S. Williams | 5314 | 364000 |  | Over $100,000 |  | Over $100,000 |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Pramod Atluri<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Michael C. Gitlin<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Courtney K. Wolf<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Karl J. Zeile<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | $10001 – $50000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |

---

3-40

---

| | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation | Deferred Compensation |
|  | Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Fund<sup>2,3</sup> | Aggregate<sup>2,3</sup> |
|  WGI | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | John G. Freund | 74133 | 507150 |  | Over $100,000 |  | Over $100,000 |
|  | Pablo R. González Guajardo<sup>4</sup> |  | 489750 |  | Over $100,000 |  | Over $100,000 |
|  | Pedro J. Greer, Jr. | 123145 | 279750 |  |  | Over $100,000 | Over $100,000 |
|  | Merit E. Janow | 74133 | 564444 | Over $100,000 | Over $100,000 |  | Over $100,000 |
|  | William D. Jones<sup>4</sup> |  | 504000 |  | Over $100,000 |  | Over $100,000 |
|  | Earl Lewis, Jr. | 118744 | 269750 | $10001 – $50000 | $50001 – $100000 | Over $100,000 | Over $100,000 |
|  | Kenneth M. Simril<sup>4</sup> |  | 364750 |  | Over $100,000 |  |  |
|  | Christopher E. Stone | 85869 | 456575 | Over $100,000 | Over $100,000 |  | Over $100,000 |
|  | Kathy J. Williams | 81767 | 381500 |  | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Amy Zegart | 81767 | 344750 | $10001 – $50000 | Over $100,000 |  |  |
|  | Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  | Noriko Honda Chen<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Mathews Cherian<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Winnie Kwan<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  | Sung Lee<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  WMIF | Independent Board Member<sup>1</sup> |  |  |  |  |  |  |
|  | Gina F. Adams | 151000 | 340000 | Over $100,000 | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Charles E. Andrews | 241000 | 241000 | Over $100,000 | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Joseph J. Bonner<sup>4</sup> |  | 253500 |  | Over $100,000 |  | Over $100,000 |
|  | Michael C. Camuñez | 141000 | 340000 |  | Over $100,000 | $10001 – $50000 | Over $100,000 |
|  | Vanessa C. L. Chang<sup>4</sup> |  | 454750 |  | Over $100,000 |  |  |
|  | Cecilia V. Estolano<sup>4</sup> |  | 243500 |  | Over $100,000 |  |  |
|  | Nariman Farvardin<sup>8</sup> | 150500 | 546000 | Over $100,000 | Over $100,000 | Over $100,000 | Over $100,000 |
|  | Yvonne L. Greenstreet<sup>4</sup> |  | 243500 |  | $10001 – $50000 |  | Over $100,000 |
|  | Mary Davis Holt<sup>10</sup> | 151000 | 426000 | Over $100,000 | Over $100,000 |  |  |
|  | Martin E. Koehler<sup>4</sup> |  | 334000 |  | Over $100,000 |  | Over $100,000 |
|  | Sharon I. Meers<sup>4</sup> |  | 371000 |  | Over $100,000 |  | Over $100,000 |

---

3-41

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
|  | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Fund Shares Held | Fund Shares Held |
|  | Board Member<br>Compensation | Board Member<br>Compensation | Fund Shares Held | Fund Shares Held | Deferred Compensation | Deferred Compensation |
|  Name | Fund<sup>2</sup> | Total<sup>2</sup> | Fund<sup>3</sup> | Aggregate<sup>3</sup> | Fund<sup>2,3</sup> | Aggregate<sup>2,3</sup> |
|  Pascal Millaire<sup>4</sup> |  | 243500 | Over $100,000 | Over $100,000 |  |  |
|  William I. Miller<sup>4</sup> |  | 303500 | Over $100,000 | Over $100,000 |  | Over $100,000 |
|  Josette Sheeran | 110500 | 400000 |  | Over $100,000 | Over $100,000 | Over $100,000 |
|  Margaret Spellings<sup>8</sup> | 110500 | 536000 | Over $100,000 | Over $100,000 | Over $100,000 | Over $100,000 |
|  Interested Board Member<sup>5</sup> |  |  |  |  |  |  |
|  Alan N. Berro<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  Bradford F. Freer<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> |  | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  Anne-Marie Peterson<sup>7</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |
|  Eric H. Stern<sup>8</sup> | None<sup>6</sup> | None<sup>6</sup> | Over $100,000 | Over $100,000 | None<sup>6</sup> | None<sup>6</sup> |

---

<sup>1</sup> An independent Board member refers to a board member who is not an "interested person" of the Fund within the meaning of the 1940 Act.

<sup>2</sup> Amounts may be deferred by eligible Board members under a nonqualified deferred compensation plan adopted by the Fund. Deferred amounts accumulate at an earnings rate determined by the total return of one or more Funds as designated by the Board members. Compensation shown in this table for the most recent fiscal year does not include earnings on amounts deferred in previous fiscal years. Total compensation from all funds managed by CRMC or its affiliates.

<sup>3</sup> Dollar range of Fund shares owned is made using the following ranges: None; $1 - $10,000; $10,001 - $50,000; $50,001 - $100,000 and Over $100,000. The amounts listed for interested Board members include shares owned through The Capital Group Companies, Inc. retirement plan and 401(k) plan. Aggregate dollar range of shares owned include all funds overseen by the Board member in the same family of investment companies as the Fund.

<sup>4</sup> Nominee who was not an independent Board member of the Fund at the close of the most recent fiscal year end period; therefore, the nominee did not receive any compensation from the Fund during its most recent fiscal year.

<sup>5</sup> An interested Board member refers to a board member who is an "interested person" of the Fund within the meaning of the 1940 Act on the basis of their affiliation with CRMC or affiliated entities.

<sup>6</sup> No compensation is paid by the Fund to any Board member who is affiliated with CRMC.

<sup>7</sup> Nominee who is not currently a Board member of the Fund.

<sup>8</sup> Board member who plans to resign from the Board(s) on which he or she serves at the end of 2025 and, accordingly, will not stand for election at the Shareholder Meeting.

<sup>9</sup> The fund is not available for investment in the independent Board members deferred compensation plan.

<sup>10</sup> Ms. Holt plans to retire from the Boards of AFCTD, AFPS, AFRIS, AFTD, Fixed Income Funds and WMIF at the end of 2025. She will remain on the Boards until her retirement, or, if later, until her successors are elected and qualified, and will not stand for election at the upcoming Shareholder Meeting.

3-42

APPENDIX 4

<u>Executive Officers</u>

Following are the executive officers of each Fund. Each officer listed was appointed and each will hold office until his or her resignation, removal or retirement, or until a successor is duly elected and qualified.

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
|  Name and <br>Year of Birth | Principal occupation(s) during past <br>five years and positions held with <br>affiliated entities or the Principal <br>Underwriter of the Fund | Current position with fund (year first appointed) | Current position with fund (year first appointed) | Current position with fund (year first appointed) | Current position with fund (year first appointed) | Current position with fund (year first appointed) |
|  Name and <br>Year of Birth | Principal occupation(s) during past <br>five years and positions held with <br>affiliated entities or the Principal <br>Underwriter of the Fund | President/<br>Co-President | Executive Vice <br>President | Senior Vice <br>President | Secretary | Treasurer |
|  Julian N. Abdey<br>1972 | Partner — Capital International Investors (CII), Capital Research and Management Company (CRMC); Director, The Capital Group Companies, Inc. (CGC)<sup>1</sup> | SCWF (2014) |  |  |  |  |
|  Hilda L. Applbaum<br>1961 | Partner — Capital World Investors (CWI); CRMC | IFA (1998) |  |  |  |  |
|  Pramod Atluri <br>1976 | Partner — Capital Fixed Income Investors (CFII), CRMC; Partner — CFII, Capital Bank & Trust Company (CB&T)<sup>1</sup>, Director, CRMC | BFA (2016)<br>IFA (2019) |  |  |  |  |
|  Aline Avzaradel <br>1978 | Partner — CII, CRMC; Director, CRMC | CGDG (2025)<br>CIB (2020) |  |  |  |  |
|  Alfonso Barroso<br>1971 | Partner — Capital Research Global Investors (CRGI), Capital Research Company (CRC)<sup>1</sup>; Director, CRMC; Director, CGC<sup>1</sup> | GBAL (2019) |  |  |  |  |
|  Michael Beckwith<br>1971 | Partner — CRGI, CRMC | AMCAP (2024) |  |  |  |  |
|  Paul Benjamin<br>1979 | Partner — CWI, CRMC; <br>Partner — CWI, CB&T<sup>1</sup> | AMBAL (2014) |  |  |  |  |
|  Alan N. Berro<br>1960 | Partner — Capital World Investors (CWI), CRMC; Partner — CWI, CB&T<sup>1</sup> | WMIF (2012) |  |  |  |  |

---

4-1

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
|  Name and <br>Year of Birth | Principal occupation(s) during past <br>five years and positions held with <br>affiliated entities or the Principal <br>Underwriter of the Fund | Current position with fund (year first appointed) | Current position with fund (year first appointed) | Current position with fund (year first appointed) | Current position with fund (year first appointed) | Current position with fund (year first appointed) |
|  Name and <br>Year of Birth | Principal occupation(s) during past <br>five years and positions held with <br>affiliated entities or the Principal <br>Underwriter of the Fund | President/<br>Co-President | Executive Vice <br>President | Senior Vice <br>President | Secretary | Treasurer |
|  Michelle J. Black<br>1971 | Partner — Capital Solutions Group (CSG), CRMC; Partner — CSG, CB&T<sup>1</sup> | AFTD (2020) |  |  |  |  |
|  Christopher <br>D. Buchbinder<br>1971 | Partner — CRGI, CRMC | CGDV (2021)<br>GFA (2015) |  |  |  |  |
|  Barbara Burtin<br>1977 | Partner — CWI, CRMC; Director, Capital Strategy Research, Inc. (CSR)<sup>1</sup> | NPF (2021) |  |  |  |  |
|  Jennifer L. Butler<br>1966 | Assistant Vice President — Legal and Compliance Group (L&C), CRMC |  |  |  | Various<sup>2</sup> |  |
|  Grant L. Cambridge<br>1962 | Partner — CII, CRMC | ICA (2019) |  |  |  |  |
|  Mark L. Casey<br>1970 | Partner — CII, CRMC; Partner — CII, <br>CB&T<sup>1</sup>; Chair of the Board,<br>President and Director, Capital Management Services, Inc. (CMS)<sup>1</sup> | FI (2008)<br>GFA (2016) |  |  |  |  |
|  Arthur Caye <br>1970 | Partner — CII, Capital International Sàrl (CISA)<sup>1</sup>; Vice Chair, Corporate Manager and Director, CISA<sup>1</sup> | EMEF (2022) |  |  |  |  |
|  Mathews Cherian<br>1967 | Partner — CWI, CRMC; Partner — CWI, CB&T<sup>1</sup> | NEF (2019) |  |  |  |  |
|  Philip Chitty<br>1969 | Partner — CFII, CRC<sup>1</sup>; Partner — CFII, CB&T<sup>1</sup> | WBF (2021) |  |  |  |  |
|  Karen Choi<br>(1973) | Partner — CFII, CRMC | CCBF (2021) |  |  |  |  |
|  Sandra Chuon<br>1972 | Vice President — Investment Operations (IO), CRMC |  |  |  |  | Various<sup>3</sup> |
|  Patrice Collette <br>1967 | Partner — CWI, Capital International, Inc. (CIInc)<sup>1</sup> | CGGO (2021) |  |  |  |  |

---

4-2

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
|  Name and <br>Year of Birth | Principal occupation(s) during past <br>five years and positions held with <br>affiliated entities or the Principal <br>Underwriter of the Fund | Current position with fund (year first appointed) | Current position with fund (year first appointed) | Current position with fund (year first appointed) | Current position with fund (year first appointed) | Current position with fund (year first appointed) |
|  Name and <br>Year of Birth | Principal occupation(s) during past <br>five years and positions held with <br>affiliated entities or the Principal <br>Underwriter of the Fund | President/<br>Co-President | Executive Vice <br>President | Senior Vice <br>President | Secretary | Treasurer |
|  Andrew A. Cormack<br>1982 | Partner — CFII, CRC<sup>1</sup> | GBAL (2019) |  |  |  |  |
|  David A. Daigle<br>1967 | Partner — CFII, CRMC; Partner — CFII, CB&T<sup>1</sup> | AHIT (2008) |  |  |  |  |
|  Gerald Du Manoir<br>1966 | Partner — CII, CIInc<sup>1</sup>; Partner — CII, CB&T<sup>1</sup>; Vice President, Capital Guardian (Canada), Inc.<sup>1</sup> | CGGE (2024)<br>CGIE (2023)<br>EUPAC (2020)<br>GIF (2019)<br>IVE (2019) |  |  |  |  |
|  Charles E. Ellwein<br>1968 | Partner — CRGI, CRMC; <br>Director, CRMC | AMF (2019)<br>CGCV (2024) |  |  |  |  |
|  Brady L. Enright<br>1967 | Partner — CWI, CRMC | FI (2015) |  |  |  |  |
|  Cheryl E. Frank<br>1975 | Partner — CII, CRMC; Director, CRMC | AMCAP (2020) |  |  |  |  |
|  Bradford F. Freer<br>1969 | Partner — CRGI, CRMC; Partner — CRGI, CB&T<sup>1</sup> | CGNG (2024)<br>NWF (2006)<br>SCWF (2008) |  |  |  |  |
|  Irfan M. Furniturewala<br>1971 | Partner — CII, CRMC; Director, CSR<sup>1</sup> | AMBAL (2024)<br>CGGR (2021) |  |  |  |  |
|  Vincent J. Gonzales<br>1984 | Partner — CFII, CRMC; Partner — CFII, CB&T<sup>1</sup> | CGFIT — CGSD<br>(2022)<br>STBF (2018) |  |  |  |  |
|  Leo Hee <br>1971 | Partner — CWI, Capital Group Investment Management Pte. Ltd<br>(CGIMPL)<sup>1</sup>; Director, CGC<sup>1</sup> | WGI (2019) |  |  |  |  |

---

4-3

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
|  Name and <br>Year of Birth | Principal occupation(s) during past <br>five years and positions held with <br>affiliated entities or the Principal <br>Underwriter of the Fund | Current position with fund (year first appointed) | Current position with fund (year first appointed) | Current position with fund (year first appointed) | Current position with fund (year first appointed) | Current position with fund (year first appointed) |
|  Name and <br>Year of Birth | Principal occupation(s) during past <br>five years and positions held with <br>affiliated entities or the Principal <br>Underwriter of the Fund | President/<br>Co-President | Executive Vice <br>President | Senior Vice <br>President | Secretary | Treasurer |
|  David A. Hoag<br>1965 | Partner — CFII, CRMC | CGFIT — CGCP<br>(2021)<br>CIB (2006) |  |  |  |  |
|  Saurav Jain <br>1980 | Partner — CII, CGIMPL<sup>1</sup> | DWGI (2022) |  |  |  |  |
|  Dawid Justus<br>1968 | Partner — CWI, CRC<sup>1</sup>; <br>Director, CGC<sup>1</sup> | CGNG (2024)<br>NWF (2021) |  |  |  |  |
|  Carl M. Kawaja<br>1964 | Partner — CWI, CRMC; Partner — CWI, CB&T<sup>1</sup> | EUPAC (2003) |  |  |  |  |
|  Winnie Kwan<br>1972 | Partner — CRGI, CIInc<sup>1</sup> | CIB (2017) |  |  |  |  |
|  Harold H. La <br>1970 | Partner — CRGI, CIInc<sup>1</sup> | NEF (2006) |  |  |  |  |
|  Julie E. Lawton<br>1973 | Assistant Vice President — L&C, CRMC; Secretary, CRC<sup>1</sup> |  |  |  | Various<sup>4</sup> |  |
|  Hong T. Le <br>1978 | Vice President — IO, CRMC |  |  |  |  | Various<sup>5</sup> |
|  Sung Lee <br>1966 | Partner — CRGI, CGIMPL<sup>1</sup> | WGI (2008) |  |  |  |  |
|  Steven D. Lotwin <br>1969 | Partner — CFII, CRMC; <br>Director, CRMC | CCF (2018)<br>CGFIT — CGUI (2024)<br>MMF (2018) |  |  |  |  |
|  Robert W. Lovelace<br>1962 | Partner — CII, CRMC; <br>Partner — CII, CB&T<sup>1</sup>; Chief Executive<br>Officer and Director, CRMC | NPF (2001) |  |  |  |  |

---

4-4

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
|  Name and <br>Year of Birth | Principal occupation(s) during past <br>five years and positions held with <br>affiliated entities or the Principal <br>Underwriter of the Fund | Current position with fund (year first appointed) | Current position with fund (year first appointed) | Current position with fund (year first appointed) | Current position with fund (year first appointed) | Current position with fund (year first appointed) |
|  Name and <br>Year of Birth | Principal occupation(s) during past <br>five years and positions held with <br>affiliated entities or the Principal <br>Underwriter of the Fund | President/<br>Co-President | Executive Vice <br>President | Senior Vice <br>President | Secretary | Treasurer |
|  Fergus N. MacDonald<br>1969 | Partner — CFII, CRMC; <br>Partner — CFII, CB&T<sup>1</sup> | AFMF (2010) <br>GVT (2011) |  |  |  |  |
|  Vikas Malhotra<br>1983 | Partner — CFII, CRMC | CGFIT — CGSM <br>(2023) |  |  |  |  |
|  Mark A. Marinella<br>1958 | Partner — CFII, CRMC | CGPCS (2016)<br>LTEX (2019)<br>STEX (2019) |  |  |  |  |
|  Samir Mathur<br>1965 | Partner — CSG, CRMC | AFPS (2020) |  |  |  |  |
|  Damien J. McCann <br>1977 | Partner — CFII, CRMC; Partner — CFII, CB&T<sup>1</sup> | CGFIT — CGMS <br>(2022) <br>MSI (2019) |  |  |  |  |
|  Keiko McKibben <br>1969 | Partner — CRGI, CRMC | CGUS (2021) |  |  |  |  |
|  Dimitrije M. Mitrinovic <br>1977 | Partner — CWI, CRMC | SCWF (2019) |  |  |  |  |
|  Gregory F. Niland <br>1971 | Vice President — IO, CRMC |  |  |  |  | Various<sup>6</sup> |
|  Becky L. Park <br>1979 | Vice President — IO, CRMC |  |  |  |  | Various<sup>7</sup> |
|  Anne-Marie Peterson <br>1972 | Partner — CWI, CRMC | GFA (2016) |  |  |  |  |
|  Wesley K. Phoa <br>1966 | Partner — CSG, CRMC; <br>Director, CSR<sup>1</sup>; Director, CGC<sup>1</sup> | AFCTD (2012) |  |  |  |  |

---

4-5

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
|  Name and <br>Year of Birth | Principal occupation(s) during past <br>five years and positions held with <br>affiliated entities or the Principal <br>Underwriter of the Fund | Current position with fund (year first appointed) | Current position with fund (year first appointed) | Current position with fund (year first appointed) | Current position with fund (year first appointed) | Current position with fund (year first appointed) |
|  Name and <br>Year of Birth | Principal occupation(s) during past <br>five years and positions held with <br>affiliated entities or the Principal <br>Underwriter of the Fund | President/<br>Co-President | Executive Vice <br>President | Senior Vice <br>President | Secretary | Treasurer |
|  Chitrang Purani <br>1977 | Partner — CFII, CRMC | CGCF (2024) <br>CGFIT — CGCB <br>(2023) |  |  |  |  |
|  John R. Queen <br>1965 | Partner — CFII, CRMC; <br>Partner — CFII, CB&T<sup>1</sup>; <br>Senior Vice President, <br>Capital Group Private <br>Client Services, Inc. | AMBAL (2018) <br>CGBL (2023) <br>IBFA (2020) |  |  |  |  |
|  Chad M. Rach <br>1972 | Partner — CFII, CRMC | AHIM (2015) <br>CGFIT — CGHM <br>(2024) |  |  |  |  |
|  Caroline Randall <br>1974 | Partner — CRGI, CRC<sup>1</sup>; <br>Director, CGC<sup>1</sup> | IFA (2020) |  |  |  |  |
|  Thomas Reithinger <br>1987 | Partner — CFII, CRC<sup>1</sup> | CGFIT — CGIB (2024) |  |  |  |  |
|  William L. Robbins <br>1968 | Partner — CII, CRMC; <br>Chair and Director, Capital Group International, Inc.<sup>1</sup> | AMF (2004) CGCV (2024) |  |  |  |  |
|  Martin Romo <br>1967 | Partner — CRGI, CRMC; <br>Partner — CRGI, CB&T<sup>1</sup>; <br>Chief Investment Officer, <br>CRMC; Chair, Chief Investment Officer and Director, CGC<sup>1</sup> | ICA (2018) |  |  |  |  |
|  Jerome Solomon <br>1963 | Partner — CFII, CRMC | TEFNY (2011) |  |  |  |  |

---

4-6

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
|  Name and <br>Year of Birth | Principal occupation(s) during past <br>five years and positions held with <br>affiliated entities or the Principal <br>Underwriter of the Fund | Current position with fund (year first appointed) | Current position with fund (year first appointed) | Current position with fund (year first appointed) | Current position with fund (year first appointed) | Current position with fund (year first appointed) |
|  Name and <br>Year of Birth | Principal occupation(s) during past <br>five years and positions held with <br>affiliated entities or the Principal <br>Underwriter of the Fund | President/<br>Co-President | Executive Vice <br>President | Senior Vice <br>President | Secretary | Treasurer |
|  Kirstie Spence <br>1973 | Partner — CFII, CB&T<sup>1</sup>; <br>Partner — CFII, Capital <br>International Limited (CIL)<sup>1</sup>; <br>Director, CIL<sup>1</sup>; Director, CRC<sup>1</sup>; <br>Director, CGC<sup>1</sup> | EMBF (2015) |  |  |  |  |
|  Eric H. Stern <br>1964 | Partner — CII, CRMC; <br>Partner — CII, CB&T<sup>1</sup> | WMIF (2014) |  |  |  |  |
|  Michael W. Stockton <br>1967 | Senior Vice President — L&C, <br>CRMC |  | Various<sup>8</sup> |  |  |  |
|  Andrew B. Suzman <br>1967 | Partner — CWI, CRMC; <br>Partner — CWI, CB&T<sup>1</sup>; <br>Chair, CRMC | AFRIS (2015) <br>CGIC (2024)<br>IGI (2008) |  |  |  |  |
|  Scott Sykes <br>1971 | Partner — CFII, CRMC | CBF (2018) |  |  |  |  |
|  Courtney R. Taylor <br>1975 | Assistant Vice President — L&C, CRMC |  |  |  | Various<sup>9</sup> |  |
|  Brant W. Thompson <br>1973 | Partner — CII, CRMC | CAPUSE (2025) |  |  |  |  |
|  Lisa Thompson <br>1965 | Partner — CII, CRMC | CGNG (2024)<br>NWF (2019) |  |  |  |  |
|  Christopher Thomsen <br>1970 | Partner — CRGI, CRC<sup>1</sup> | CGXU (2021)<br>EUPAC (2015) |  |  |  |  |
|  Michael R. Tom <br>1988 | Associate — L&C, CRMC |  |  |  | Various<sup>10</sup> |  |
|  Justin Toner <br>1971 | Partner — CWI, CRMC | CGBL (2023) |  |  |  |  |

---

4-7

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
|  Name and <br>Year of Birth | Principal occupation(s) during past <br>five years and positions held with <br>affiliated entities or the Principal <br>Underwriter of the Fund | Current position with fund (year first appointed) | Current position with fund (year first appointed) | Current position with fund (year first appointed) | Current position with fund (year first appointed) | Current position with fund (year first appointed) |
|  Name and <br>Year of Birth | Principal occupation(s) during past <br>five years and positions held with <br>affiliated entities or the Principal <br>Underwriter of the Fund | President/<br>Co-President | Executive Vice <br>President | Senior Vice <br>President | Secretary | Treasurer |
|  Ritchie Tuazon <br>1978 | Partner — CFII, CRMC; Partner — CFII, CB&T<sup>1</sup> | ILBF (2015)<br>SBF (2015) |  |  |  |  |
|  Erik A. Vayntrub <br>1984 | Senior Vice President — L&C, CRMC; Secretary, CMS<sup>1</sup> |  |  | Various<sup>11</sup> |  |  |
|  Steven T. Watson <br>1955 | Partner — CII, CIInc<sup>1</sup>; <br>Director, CIInc<sup>1</sup> | CGIC (2024)<br>IGI (2008) |  |  |  |  |
|  Alan J. Wilson <br>1961 | Partner — CWI, CRMC; <br>Director, CRMC | CGGR (2021) |  |  |  |  |
|  Courtney K. Wolf <br>1982 | Partner — CFII, CRMC; <br>Director, CGC<sup>1</sup> | CGFIT — CGMU (2022) |  |  |  |  |
|  Karl J. Zeile <br>1966 | Partner — CFII, CRMC | TEBF (2009) <br>TEFCA (2009) |  |  |  |  |

---

<sup>1</sup> Company affiliated with CRMC.

<sup>2</sup> Jennifer L. Butler is a secretary of the following funds: AMCAP (2023), AMF (2023), CAPUSE (2023), CIB (2013), EMEF (2023), EUPAC (2013), GBAL (2023), GIF (2023), ICA (2023), IVE (2023), NEF (2013), NPF (2013), NWF (2013), WGI (2013).

<sup>3</sup> Sandra Chuon is a treasurer of the following funds: CGBL (2023), CGCV (2024), CGDG (2023), CGDV (2021), CGFIT (2021), CGGE (2024), CGGO (2021), CGGR (2021), CGIC (2024), CGIE (2023), CGNG (2024), CGUS (2021), CGXU (2021).

<sup>4</sup> Julie E. Lawton is a secretary of the following funds: FI (2010), GFA (2010), SCWF (2010)

<sup>5</sup> Hong T. Le is a treasurer of the following funds: AMBAL (2016), DWGI (2016), EUPAC (2025), FI (2018), GFA (2018), IFA (2016), IGI (2016), NPF (2025), NWF (2025), SCWF (2018), WMIF (2023).

<sup>6</sup> Gregory F. Niland is a treasurer of the following funds: AFCTD (2012), AFPS (2012), AFRIS (2015), AFTD (2007), AMCAP (2025), AMF (2025), CAPUSE (2019), CIB (2016), EMEF (2016), GBAL (2025), GIF (2019), ICA (2025), IVE (2019), NEF (2016), WGI (2016).

<sup>7</sup> Becky L. Park is a treasurer of the following funds: AFMF (2021), AHIM (2021), AHIT (2021), BFA (2021), CBF (2021), CCBF (2021), CCF (2021), CGCF (2024), CGPCS (2023), EMBF (2021), GVT (2021), IBFA (2021), ILBF (2021), LTEX (2021), MMF (2021), MSI (2021), SBF (2021), STBF (2021), STEX (2021), TEBF (2021), TEFCA (2021), TEFNY (2021), WBF (2021).

<sup>8</sup> Michael W. Stockton is an executive vice president of the following funds: AFCTD (2021), AFMF (2021), AFPS (2021), AFRIS (2021), AFTD (2021), AHIM (2021), AHIT (2021), AMBAL (2014), AMCAP (2013-2016; 2019), AMF (2013-2016; 2019), BFA (2021), CAPUSE (2021), CBF (2021), CCBF (2021), CCF (2021), CGBL (2023), CGCF (2024), CGCV (2024), CGDG (2023), CGDV (2021), CGFIT (2021), CGGE (2024), CGGO (2021), CGGR (2021), CGIC (2024), CGIE (2023), CGNG (2024), CGPCS (2021), CGUS (2021), CGXU (2021), CIB (2013), DWGI (2014), EMBF (2021),

4-8

EMEF (2021), EUPAC (2013), FI (2014), GBAL (2013-2016; 2019), GFA (2014), GIF (2021), GVT (2021), IBFA (2021), ICA (2013-2016; 2019), IFA (2014), IGI (2014), ILBF (2021), IVE (2021), LTEX (2021), MMF (2021), MSI (2021), NEF (2013), NPF (2013), NWF (2013), SBF (2021), SCWF (2014), STBF (2021), STEX (2021), TEBF (2021), TEFCA (2021), TEFNY (2021), WBF (2021), WGI (2013), WMIF (1995).

<sup>9</sup> Courtney R. Taylor is a secretary for the following funds: AFCTD (2023), AFMF (2010-2014; 2023), AFPS (2023), AFRIS (2023), AFTD (2010-2014; 2023), AHIM (2006-2014; 2023), AHIT (2006-2010; 2023), AMBAL (2018), BFA (2006-2014; 2023), CBF (2012-2014; 2023), CCBF (2023), CCF (2023), CGCF (2024), CGPCS (2009-2022, 2023), DWGI (2018), EMBF (2023), GVT (2006-2014; 2023), IBFA (2006-2014; 2023), IFA (2018), IGI (2018), ILBF (2023), LTEX (2006-2014; 2023), MMF (2009-2014; 2023), MSI (2023), SBF (2023), STBF (2006-2014; 2023), STEX (2009-2014; 2023), TEBF (2006-2014; 2023), TEFCA (2006-2014; 2023), TEFNY (2010-2014; 2023), WBF (2006-2014; 2023), WMIF (2023).

<sup>10</sup> Michael R. Tom is a secretary for the following funds: CGBL (2023), CGCV (2024), CGDG (2023), CGDV (2021), CGFIT (2021), CGGE (2024), CGGO (2021), CGGR (2021), CGIC (2024), CGIE (2023), CGNG (2024), CGUS (2021), CGXU (2021).

<sup>11</sup> Erik A. Vayntrub is a Senior Vice President for the following funds: CGBL (2023), CGCV (2024), CGDG (2023), CGDV (2021), CGFIT (2021), CGGE (2024), CGGO (2021), CGGR (2021), CGIC (2024), CGIE (2023), CGNG (2024), CGUS (2021), CGXU (2021).

4-9

APPENDIX 5

<u><u>Total Shares Outstanding</u></u>

(as of June 30, 2025)

---

| | |
|:---|:---|
|  Fund | All share classes |
|  AFCTD | 1712825715.510 |
|  AFMF | 1315348141.800 |
|  AFPS | 4040770087.900 |
|  AFRIS | 353126129.900 |
|  AFTD | 16545891818.400 |
|  AHIM | 952775680.740 |
|  AHIT | 2498743416.480 |
|  AMBAL | 6848049820.580 |
|  AMCAP | 2089245196.370 |
|  AMF | 1816314216.730 |
|  BFA | 8280093979.750 |
|  CAPUSE | 10332464.310 |
|  CBF | 207596328.300 |
|  CCBF | 1253674227.520 |
|  CCF | 1336422415.900 |
|  CGBL | 76844000.000 |
|  CGCF | 3007094.120 |
|  CGCV | 14324000.000 |
|  CGDG | 78084000.000 |
|  CGDV | 471084000.000 |
|  CGFIT | 646214000.000 |
|  CGGE | 16724000.000 |

---

---

| | |
|:---|:---|
|  Fund | All share classes |
|  CGGO | 196604000.000 |
|  CGGR | 332244000.000 |
|  CGIC | 9524000.000 |
|  CGIE | 23404000.000 |
|  CGNG | 17884000.000 |
|  CGPCS | 74467668.870 |
|  CGUS | 160824000.000 |
|  CGXU | 140284000.000 |
|  CIB | 1512943196.980 |
|  DWGI | 161563523.140 |
|  EMBF | 401366019.920 |
|  EMEF | 73009285.730 |
|  EUPAC | 2220183621.480 |
|  FI | 1733571179.340 |
|  GBAL | 704856805.710 |
|  GFA | 3923461078.950 |
|  GIF | 654760692.090 |
|  GVT | 1916551574.870 |
|  IBFA | 2103382934.690 |
|  ICA | 2636429774.080 |
|  IFA | 5044415228.860 |
|  IGI | 403579770.340 |

---

---

| | |
|:---|:---|
|  Fund | All share classes |
|  ILBF | 1425449633.730 |
|  IVE | 125577741.010 |
|  LTEX | 363228321.050 |
|  MMF | 35834333310.940 |
|  MSI | 1941974918.010 |
|  NEF | 572882286.690 |
|  NPF | 2231499307.580 |
|  NWF | 788463475.580 |
|  SBF | 2141542267.320 |
|  SCWF | 1063581426.570 |
|  STBF | 1252919782.700 |
|  STEX | 212988359.800 |
|  TEBF | 1902510254.290 |
|  TEFCA | 194258925.230 |
|  TEFNY | 27883461.480 |
|  WBF | 611087686.360 |
|  WGI | 1901248469.370 |
|  WMIF | 3131670646.650 |

---

5-1

APPENDIX 6

<u><u>Principal Beneficial Holders</u></u>

(as of June 30, 2025)

If a Fund is not listed, no shareholders of the Fund are known by the Fund to have been the beneficial owners of more than 5% of any class of the Fund's shares as of June 30, 2025.

---

| | | | | |
|:---|:---|:---|:---|:---|
|  | Name and Address | Share Class | % of Shares Outstanding | Shares Held |
|  AFTD10 | Vantagepoint Traditional IRA <br>c/o Missionsquare Retirement <br>Washington DC | Class F-1 | 17.20 | 189432.526 |
|  AFTD65 | Vantagepoint Traditional IRA <br>c/o Missionsquare Retirement <br>Washington DC | Class F-1 | 6.10 | 18997.864 |
|  AFTD70 | Individual Investor <br>Bancroft, WI | Class F-2 | 6.49 | 10948.149 |
|  | Kenwood Hearing Center Inc PSP <br>c/o Empower <br>Greenwood Village, CO | Class R-2E | 6.51 | 17955.309 |
|  EMBF | Vantagepoint Traditional IRA <br>c/o Missionsquare Retirement <br>Washington DC | Class F-1 | 11.68 | 273825.816 |
|  | Outwater & Pinckles LLP <br>Retirement Plan <br>Irvine, CA | Class R-3 | 6.19 | 22633.906 |
|  | Audiology Associates of Deerfield <br>Retirement Plan <br>Deerfield, IL | Class R-4 | 12.69 | 13379.482 |
|  | Corban Group Services LLC PSRP <br>Norwalk, CA | Class R-5 | 7.24 | 4582.418 |

---

6-1

---

| | | | | |
|:---|:---|:---|:---|:---|
|  | Name and Address | Share Class | % of Shares Outstanding | Shares Held |
|  EMEF | Capital Group Private Client Services <br>Account <br>Irvine, CA | Class M <br>Class F3 | 26.97<br>97.02 | 15,226,792.32 <br>16,042,479.08 |
|  | Capital Group Companies, Inc. <br>Retirement Plan <br>Los Angeles, CA | Class M | 22.12 | 12493012.02 |
|  | Lexington-Fayette Urban County <br>Government <br>Lexington, KY | Class M | 9.44 | 5332420.44 |
|  | Cheyne Walk Master Fund <br>Reno, NV | Class M | 8.29 | 4680168.04 |
|  IBFA | Law Office of Robert Berkun <br>Retirement Plan <br>Amherst, NY | Class R-2E | 5.57 | 33952.791 |
|  | Exchange Bank & Trust PSP <br>c/o Empower <br>Greenwood Village, CO | Class R-5 | 6.10 | 106707.872 |
|  ICA | Sammons Retirement Solution <br>Omnibus IRA <br>West Des Moines, IA | Class F-1 | 6.52 | 1792220.334 |
|  MMF | VCSP/AbleAmerica <br>FBO Individual Investor 1 <br>Tarzana, CA | Class ABLE-F2 | 18.92 | 86595.920 |
|  | VCSP/AbleAmerica <br>FBO Individual Investor 2 <br>Merced, CA | Class ABLE-F2 | 10.70 | 48971.790 |
|  | VCSP/AbleAmerica <br>FBO Individual Investor 3 <br>Reno, NV | Class ABLE-F2 | 8.55 | 39161.540 |

---

6-2

---

| | | | | |
|:---|:---|:---|:---|:---|
|  | Name and Address | Share Class | % of Shares Outstanding | Shares Held |
|  | VCSP/AbleAmerica <br>FBO Individual Investor 4 <br>Ellicott City, MD | Class ABLE-F2 | 7.89 | 36106.890 |
|  | VCSP/AbleAmerica <br>FBO Individual Investor 5 <br>Virginia Beach, VA | Class ABLE-F2 | 7.68 | 35190.630 |
|  | VCSP/AbleAmerica <br>FBO Individual Investor 6 <br>Midlothian, VA | Class ABLE-F2 | 5.00 | 22906.730 |
|  MSI | Person Food Sales Company Inc <br>Retirement Plan <br>Pomona, CA | Class R-2 | 23.27 | 67204.753 |
|  NPF | Sammons Retirement Solution <br>Omnibus IRA <br>West Des Moines, IA | Class F-1 | 6.76 | 1621235.076 |
|  PSCGI | VCSP/AbleAmerica <br>FBO Individual Investor 1 <br>Tallahassee, FL | Class ABLE-F2 | 12.17 | 3845.137 |
|  | VCSP/AbleAmerica <br>FBO Individual Investor 2 <br>San Diego, CA | Class ABLE-F2 | 11.54 | 3647.847 |
|  | VCSP/AbleAmerica FBO <br>Individual Investor 3<br>Newburyport, MA | Class ABLE-F2 | 10.56 | 3336.287 |
|  | VCSP/AbleAmerica FBO <br>Individual Investor 4 <br>Eugene, OR | Class ABLE-F2 | 6.63 | 2096.652 |

---

6-3

---

| | | | | |
|:---|:---|:---|:---|:---|
|  | Name and Address | Share Class | % of Shares Outstanding | Shares Held |
|  | VCSP/AbleAmerica FBO <br>Individual Investor 5 <br>Eugene, OR | Class ABLE-F2 | 5.99 | 1894.105 |
|  PSG | VCSP/AbleAmerica <br>FBO Individual Investor 1 <br>Encinitas, CA | Class ABLE-F2 | 5.62 | 3269.728 |
|  | VCSP/AbleAmerica <br>FBO Individual Investor 2 <br>North Andover, MA | Class ABLE-F2 | 5.43 | 3163.736 |
|  PSGG | VCSP/AbleAmerica <br>FBO Individual Investor 1 <br>La Canada, CA | Class ABLE-F2 | 12.64 | 3516.137 |
|  | VCSP/AbleAmerica <br>FBO Individual Investor 2 <br>Charlottesville, VA | Class ABLE-F2 | 10.49 | 2916.898 |
|  | VCSP/AbleAmerica <br>FBO Individual Investor 3 <br>Richmond, VA | Class ABLE-F2 | 9.21 | 2561.568 |
|  | VCSP/AbleAmerica <br>FBO Individual Investor 4 <br>Wilmington, DE | Class ABLE-F2 | 6.07 | 1689.545 |
|  PSGI | VCSP/AbleAmerica <br>FBO Individual Investor 1 <br>Media, PA | Class ABLE-F2 | 5.12 | 3597.462 |
|  PSMGI | VCSP/AbleAmerica <br>FBO Individual Investor 1 <br>Belmont, NC | Class ABLE-F2 | 9.72 | 6449.331 |

---

6-4

---

| | | | | |
|:---|:---|:---|:---|:---|
|  | Name and Address | Share Class | % of Shares Outstanding | Shares Held |
|  | VCSP/AbleAmerica <br>FBO Individual Investor 2 <br>Livingston, NJ | Class ABLE-F2 | 6.86 | 4554.419 |
|  | VCSP/AbleAmerica <br>FBO Individual Investor 3 <br>Alexandria, VA | Class ABLE-F2 | 6.40 | 4246.177 |
|  | VCSP/AbleAmerica <br>FBO Individual Investor 4 <br>Bellevue, WA | Class ABLE-F2 | 5.71 | 3792.232 |
|  | VCSP/AbleAmerica <br>FBO Individual Investor 5 <br>Lookout Mountain, TN | Class ABLE-F2 | 5.49 | 3647.350 |
|  | VCSP/AbleAmerica <br>FBO Individual Investor 6 <br>Crosslake, MN | Class ABLE-F2 | 5.09 | 3376.443 |
|  PSP | VCSP/AbleAmerica <br>FBO Individual Investor 1 <br>San Bruno, CA | Class ABLE-F2 | 14.36 | 4196.238 |
|  | VCSP/AbleAmerica <br>FBO Individual Investor 2 <br>Nashua, NH | Class ABLE-F2 | 13.06 | 3816.195 |
|  | VCSP/AbleAmerica <br>FBO Individual Investor 3 <br>Phoenixville, PA | Class ABLE-F2 | 10.60 | 3098.273 |
|  | VCSP/AbleAmerica <br>FBO Individual Investor 4 <br>West Jordan, UT | Class ABLE-F2 | 7.68 | 2245.516 |

---

6-5

---

| | | | | |
|:---|:---|:---|:---|:---|
|  | Name and Address | Share Class | % of Shares Outstanding | Shares Held |
|  | VCSP/AbleAmerica <br>FBO Individual Investor 5 <br>Moorpark, CA | Class ABLE-F2 | 6.52 | 1907.584 |
|  | VCSP/AbleAmerica <br>FBO Individual Investor 6 <br>Milwaukee, WI | Class ABLE-F2 | 5.17 | 1512.321 |
|  RIC | Pacific Northwest Surgical Association <br>Retirement Plan <br>Boise, ID | Class R-4 | 7.31 | 23337.268 |
|  | Simple IRA Plus <br>Individual Investor 1 <br>Irvine, CA | Class R-5E | 46.23 | 60569.749 |
|  | Simple IRA Plus <br>Individual Investor 2 <br>Arlington, VA | Class R-5E | 6.48 | 8500.024 |
|  RIE | Crofton Pharmacy, LLC <br>Cash Balance Pension Plan <br>Crofton, KY | Class R-2 | 10.40 | 31386.224 |
|  | Simple IRA Plus <br>Individual Investor 1 <br>Wagener, SC | Class R-5E | 10.81 | 14986.692 |
|  | Simple IRA Plus <br>Individual Investor 2 <br>Wagener, SC | Class R-5E | 8.66 | 11998.343 |
|  RIM | Individual Investor <br>Lincoln, NE | Class F-1 | 5.30 | 56987.232 |
|  | Square Methods Corp <br>Cash Balance Pension Plan <br>Ashburn, VA | Class R-4 | 40.60 | 100353.641 |

---

6-6

---

| | | | | |
|:---|:---|:---|:---|:---|
|  | Name and Address | Share Class | % of Shares Outstanding | Shares Held |
|  | Simple IRA Plus <br>Individual Investor 1 <br>Athens, PA | Class R-5E | 21.85 | 7829.648 |
|  STBF | Kadar Orthodontics <br>Cash Balance Plan <br>Haddonfield, NJ | Class R-1 | 7.68 | 22722.895 |
|  | Law Office of Robert Berkun <br>Cash Balance Plan <br>Amherst, NY | Class R-2E | 16.64 | 29396.666 |
|  | Posty Trucking/Hosmer Supply <br>Pension Plan <br>Pittsburgh, PA | Class R-4 | 6.14 | 182608.802 |
|  STEX | Individual Investor 1 <br>Fitchburg, WI | Class F-2 | 12.82 | 2945166.571 |
|  | Individual Investor 2 <br>Hermosa Beach, CA | Class F-2 | 6.76 | 1553561.723 |
|  TEFNY | Individual Investor 1 <br>Stuart, FL | Class A | 5.01 | 905808.892 |
|  WMIF | Sammons Retirement Solution <br>Omnibus IRA <br>West Des Moines, IA | Class F-1 | 6.99 | 2623771.128 |

---

6-7

APPENDIX 7

<u>Independent Auditors and Related Fees</u>

---

| | | | | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|:---|:---|:---|
|  | | | Audit Fees ($) | Audit Fees ($) | Audit Related Fees ($) | Audit Related Fees ($) | Tax Fees ($) | Tax Fees ($) | Aggregate Non-Audit Fees ($) | Aggregate Non-Audit Fees ($) |
|  Fund | FYE | Audit Firm | 2025 | 2024 | 2025 | 2024 | 2025 | 2024 | 2025 | 2024 |
|  AMCAP | Feb 28/29 | D&T | 102000 | 1000 | 14000 | 12000 | 14000 | 13000 | &nbsp;&nbsp;&nbsp;&nbsp; 1979000 | &nbsp;&nbsp;&nbsp; 2243000 |
|  EUPAC | Mar 31 | D&T | 152000 | 144000 | 22000 | 22000 | 49000 | 84000 | 2022000 | 2233000 |
|  WMIF | Apr 30 | PwC | 122000 | 137000 |  |  | 20000 |  | 64000 |  |
|  CBF | May 31 | PwC | 97000 | 102000 |  |  | 10000 | 10000 | 54000 | 10000 |
|  CCBF | May 31 | PwC | 68000 | 67000 |  |  | 9000 | 9000 | 53000 | 9000 |
|  CGCV | May 31 | PwC |  |  |  |  |  |  | 44000 |  |
|  CGDG | May 31 | PwC | 12000 |  |  |  |  |  | 44000 |  |
|  CGDV | May 31 | PwC | 22000 | 16000 |  |  |  |  | 44000 |  |
|  CGEQ1 | May 31 | PwC |  |  |  |  |  |  | 44000 |  |
|  CGGE | May 31 | PwC |  |  |  |  |  |  | 44000 |  |
|  CGGO | May 31 | PwC | 22000 | 16000 |  |  |  |  | 44000 |  |
|  CGGR | May 31 | PwC | 22000 | 16000 |  |  |  |  | 44000 |  |
|  CGIC | May 31 | PwC |  |  |  |  |  |  | 44000 |  |
|  CGIE | May 31 | PwC | 12000 |  |  |  |  |  | 44000 |  |
|  CGNG | May 31 | PwC |  |  |  |  |  |  | 44000 |  |
|  CGUS | May 31 | PwC | 22000 | 16000 |  |  |  |  | 44000 |  |
|  CGXU | May 31 | PwC | 22000 | 16000 |  |  |  |  | 44000 |  |

---

7-1

---

| | | | | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|:---|:---|:---|
|  | | | Audit Fees ($) | Audit Fees ($) | Audit-Related Fees ($) | Audit-Related Fees ($) | Tax Fees ($) | Tax Fees ($) | Aggregate Non-Audit Fees ($) | Aggregate Non-Audit Fees ($) |
|  Fund | FYE | Audit Firm | 2024 | 2023 | 2024 | 2023 | 2024 | 2023 | 2024 | 2023 |
|  IGI | Jun 30 | D&T | 116000 | 107000 | &nbsp;&nbsp;&nbsp; 2000 | &nbsp;&nbsp;&nbsp;&nbsp; 2000 | &nbsp;&nbsp; 36000 | &nbsp;&nbsp; 20000 | &nbsp;&nbsp;&nbsp;&nbsp; 2430000 | &nbsp;&nbsp;&nbsp; 2570000 |
|  EMEF | Jun 30 | PwC | 132000 | 124000 |  |  | 9000 | 8000 | 9000 | 8000 |
|  IFA | Jul 31 | D&T | 160000 | 180000 | 15000 | 21000 | 13000 | 14000 | 2677000 | 2253000 |
|  AHIM | Jul 31 | PwC | 84000 | 81000 |  |  | 9000 | 9000 | 53000 | 9000 |
|  LTEX | Jul 31 | PwC | 68000 | 82000 |  |  | 9000 | 15000 | 53000 | 15000 |
|  STEX | Jul 31 | PwC | 59000 | 74000 |  |  | 8000 | 15000 | 52000 | 15000 |
|  TEBF | Jul 31 | PwC | 108000 | 104000 |  |  | 9000 | 9000 | 53000 | 9000 |
|  TEFCA | Jul 31 | PwC | 70000 | 68000 |  |  | 9000 | 8000 | 53000 | 8000 |
|  TEFNY | Jul 31 | PwC | 57000 | 56000 |  |  | 9000 | 8000 | 52000 | 8000 |
|  GFA | Aug 31 | D&T | 276000 | 126000 | 41000 | 46000 | 12000 | 13000 | 2554000 | 1996000 |
|  GVT | Aug 31 | D&T | 221000 | 101000 | 3000 | 4000 | 9000 | 9000 | 2513000 | 1950000 |
|  IBFA | Aug 31 | D&T | 324000 | 149000 | 4000 | 6000 | 9000 | 9000 | 2514000 | 1952000 |
|  AFMF | Aug 31 | PwC | 84000 | 155000 |  |  | 9000 | 8000 | 52000 | 8000 |
|  STBF | Aug 31 | PwC | 79000 | 145000 |  |  | 8000 | 8000 | 52000 | 8000 |
|  AHIT | Sep 30 | D&T | 388000 | 31000 | 3000 | 3000 | 9000 | 10000 | 2574000 | 1925000 |
|  NPF | Sep 30 | D&T | 240000 | 2000 | 21000 | 19000 | 24000 | 19000 | 2607000 | 1951000 |
|  SCWF | Sep 30 | D&T | 387000 | 20000 | 11000 | 11000 | 64000 | 64000 | 2637000 | 1987000 |
|  MMF | Sep 30 | PwC | 50000 | 90000 |  |  | 8000 | 8000 | 52000 | 8000 |
|  AFCTD | Oct 31 | D&T | 69000 | 63000 | 6000 | 3000 | 31000 | 29000 | 2179000 | 2214000 |
|  AFPS | Oct 31 | D&T | 88000 | 75000 | 14000 | 10000 | 35000 | 33000 | 2192000 | 2226000 |
|  AFRIS | Oct 31 | D&T | &nbsp;&nbsp; 31000 | &nbsp;&nbsp; 27000 | &nbsp;&nbsp; 2000 | &nbsp;&nbsp;&nbsp; 1000 | &nbsp;&nbsp; 13000 | &nbsp;&nbsp; 12000 | &nbsp;&nbsp;&nbsp;&nbsp; 2157000 | &nbsp;&nbsp;&nbsp; 2196000 |
|  AFTD | Oct 31 | D&T | 114000 | 91000 | 51000 | 39000 | 53000 | 49000 | 2246000 | 2271000 |
|  AMF | Oct 31 | D&T | 109000 | 103000 | 16000 | 15000 | 9000 | 9000 | 2167000 | 2206000 |

---

7-2

---

| | | | | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|:---|:---|:---|
|  | | | Audit Fees ($) | Audit Fees ($) | Audit-Related Fees ($) | Audit-Related Fees ($) | Tax Fees ($) | Tax Fees ($) | Aggregate Non-Audit Fees ($) | Aggregate Non-Audit Fees ($) |
|  Fund | FYE | Audit Firm | 2024 | 2023 | 2024 | 2023 | 2024 | 2023 | 2024 | 2023 |
|  GBAL | Oct 31 | D&T | 112000 | 102000 | &nbsp;&nbsp;&nbsp; 5000 | &nbsp;&nbsp;&nbsp;&nbsp; 4000 | &nbsp;&nbsp; 26000 | &nbsp;&nbsp; 21000 | &nbsp;&nbsp;&nbsp;&nbsp; 2173000 | &nbsp;&nbsp;&nbsp; 2208000 |
|  NWF | Oct 31 | D&T | 168000 | 159000 | 10000 | 8000 | 61000 | 51000 | 2212000 | 2242000 |
|  CAPUSE | Oct 31 | PwC | 36000 | 33000 |  |  | 8000 | 8000 | 52000 | 8000 |
|  CCF | Oct 31 | PwC | 39000 | 36000 |  |  | 7000 | 7000 | 51000 | 7000 |
|  CGPCS | Oct 31 | PwC | 75000 | 76000 |  |  | 15000 | 14000 | 58000 | 14000 |
|  CIB | Oct 31 | PwC | 175000 | 168000 |  |  | 10000 | 10000 | 54000 | 10000 |
|  GIF | Oct 31 | PwC | 39000 | 35000 |  |  | 9000 | 8000 | 52000 | 8000 |
|  IVE | Oct 31 | PwC | 39000 | 35000 |  |  | 9000 | 8000 | 52000 | 8000 |
|  DWGI | Nov 30 | D&T | 242000 | 2000 | 1000 |  | 24000 | 18000 | 2168000 | 2411000 |
|  ILBF | Nov 30 | PwC | 52000 | 50000 |  |  | 6000 | 6000 | 50000 | 6000 |
|  NEF | Nov 30 | PwC | 135000 | 130000 |  |  | 10000 | 10000 | 54000 | 10000 |
|  WGI | Nov 30 | PwC | 147000 | 142000 |  |  | 10000 | 10000 | 54000 | 10000 |
|  AMBAL | Dec 31 | D&T | 258000 | 12000 | 43000 | 32000 | 15000 | 12000 | 2219000 | 2023000 |
|  BFA | Dec 31 | D&T | 449000 | 31000 | 17000 | 12000 | 10000 | 10000 | 2189000 | 2001000 |
|  EMBF | Dec 31 | D&T | 219000 | 3000 | 1000 |  | 14000 | 11000 | 2177000 | 1991000 |
|  FI | Dec 31 | D&T | 221000 | 3000 | 26000 | 18000 | 22000 | 16000 | 2209000 | 2012000 |
|  ICA | Dec 31 | D&T | 227000 | 2000 | 27000 | 17000 | 9000 | 9000 | 2198000 | 2005000 |
|  MSI | Dec 31 | D&T | 135000 | 2000 | 4000 | 2000 | 9000 | 9000 | 2174000 | 1989000 |
|  SBF | Dec 31 | D&T | 223000 | 5000 | 4000 | 3000 | 12000 | 10000 | 2178000 | 1992000 |
|  WBF | Dec 31 | D&T | 376000 | &nbsp;&nbsp;&nbsp; 27000 | &nbsp;&nbsp;&nbsp;&nbsp; 3000 | &nbsp;&nbsp;&nbsp;&nbsp; 2000 | &nbsp;&nbsp; 13000 | &nbsp;&nbsp; 11000 | &nbsp;&nbsp;&nbsp;&nbsp; 2178000 | &nbsp;&nbsp;&nbsp; 1992000 |
|  CGBL | Dec 31 | PwC | 17000 |  |  |  |  |  | 44000 |  |
|  CGCF | Dec 31 | PwC |  |  |  |  |  |  | 44000 |  |
|  CGFIT | Dec 31 | PwC | 235000 | 82000 |  |  |  |  | 44000 |  |

---

7-3

APPENDIX 8

Comparison of Current and Proposed Advisory Fee Schedules

Taxable bond funds

---

| | | | | |
|:---|:---|:---|:---|:---|
|  | Present: Asset and Income Schedule | Present: Asset and Income Schedule | Proposed: Asset-only Schedule | Proposed: Asset-only Schedule |
|  AFMF | Rate | Asset | Rate | Asset |
|  | 0.155% | on first $15 billion of assets | 0.224% | on first $15 billion of assets |
|  | 0.130% | on assets over $15 billion | 0.195% | on assets over $15 billion |
|  | *Plus* |  |  |  |
|  | Rate | Income |  |  |
|  | 3.00% | of first $3,333,333 of monthly gross income |  |  |
|  | 2.25% | of monthly gross income from $3,333,333 to $8,333,333 |  |  |
|  | 2.00% | of monthly gross income over $8,333,333 |  |  |
|  AHIT | Rate | Asset | Rate | Asset |
|  | 0.157% | on first $15 billion of assets (EC Approved) | 0.332% | on first $15 billion of assets |
|  | 0.135% | from $15 to $21 billion | 0.300% | from $15 to $17 billion |
|  | 0.132% | on assets over $21 billion | 0.290% | on assets over $17 billion |
|  | *Plus* |  |  |  |
|  | Rate | Income |  |  |
|  | 3.00% | of first $8,333,333 of monthly gross income |  |  |
|  | 2.50% | of monthly gross income $8,333,333 to $25 million |  |  |
|  | 2.00% | of monthly gross income from $25 to $50 million |  |  |
|  | 1.50% | of monthly gross income over $50 million |  |  |
|  BFA | Rate | Asset | Rate | Asset |
|  | 0.300% | on first $60 million of assets | 0.253% | on first $15 billion of assets |
|  | 0.210% | from $60 million to $1 billion | 0.212% | from $15 to $17 billion |
|  | 0.180% | from $1 to $3 billion | 0.197% | from $17 to $27.5 billion |
|  | 0.160% | from $3 to $6 billion | 0.187% | from $27.5 to $44.5 billion |
|  | 0.150% | from $6 to $10 billion | 0.180% | from $44.5 to $72 billion |
|  | 0.140% | from $10 to $16 billion | 0.175% | on assets over $72 billion |
|  | 0.130% | from $16 to $20 billion |  |  |
|  | 0.120% | from $20 to $28 billion |  |  |
|  | 0.115% | from $28 to $36 billion |  |  |
|  | 0.110% | from $36 to $52 billion |  |  |
|  | 0.107% | from $52 to $76 billion |  |  |
|  | 0.105% | on assets over $76 billion |  |  |
|  | *Plus* |  |  |  |
|  | Rate | Income |  |  |
|  | 2.25% | of first $8,333,333 of monthly gross income |  |  |
|  | 2.00% | of monthly gross income from $8,333,333 to $41,666,667 |  |  |
|  | 1.75% | of monthly gross income over $41,666,667 |  |  |

---

8-1

---

| | | | | |
|:---|:---|:---|:---|:---|
|  | Present: Asset and Income Schedule | Present: Asset and Income Schedule | Proposed: Asset-only Schedule | Proposed: Asset-only Schedule |
|  GVT | Rate | Asset | Rate | Asset |
|  | 0.155% | on first $15 billion of assets  | 0.224% | on first $15 billion of assets |
|  | 0.130% | from $15 to $21 billion | 0.195% | from $15 to $17 billion |
|  | 0.120% | on assets over $21 billion | 0.185% | on assets over $17 billion |
|  | *Plus* |  |  |  |
|  | Rate | Income |  |  |
|  | 3.00% | of first $3,333,333 of monthly gross income |  |  |
|  | 2.25% | of monthly gross income from $3,333,333 to <br>$8,333,333 |  |  |
|  | 2.00% | of monthly gross income over $8,333,333 |  |  |
|  IBFA | Rate | Asset | Rate | Asset |
|  | 0.300% | on first $60 million of assets | 0.224% | on first $15 billion of assets |
|  | 0.210% | from $60 million to $1 billion | 0.195% | from $15 to $17 billion |
|  | 0.180% | from $1 to $3 billion | 0.185% | from $17 to $27.5 billion |
|  | 0.160% | from $3 to $6 billion | 0.178% | on assets over $27.5 billion |
|  | 0.150% | from $6 to $10 billion |  |  |
|  | 0.140% | from $10 to $15 billion |  |  |
|  | 0.130% | from $15 to $21 billion |  |  |
|  | 0.120% | from $21 to $28 billion |  |  |
|  | 0.115% | from $28 to $36 billion |  |  |
|  | 0.110% | on assets over $36 billion |  |  |
|  | *Plus* |  |  |  |
|  | Rate | Income |  |  |
|  | 3.00% | of first $3,333,333 of monthly gross income |  |  |
|  | 2.50% | of monthly gross income from $3,333,333 to $8,333,333 |  |  |
|  | 2.00% | of monthly gross income over $8,333,333 |  |  |

---

Tax-exempt bond funds

---

| | | | | |
|:---|:---|:---|:---|:---|
|  AHIM | Rate | Asset | Rate | Asset |
|  | 0.151% | on first $15 billion of assets | 0.280% | on first $15 billion of assets |
|  | 0.130% | on assets over $15 billion | 0.245% | on assets over $15 billion |
|  | *Plus* |  |  |  |
|  | Rate | Income |  |  |
|  | 3.00% | of first $3,333,333 of monthly gross income |  |  |
|  | 2.50% | of monthly gross income over $3,333,333 |  |  |
|  LTEX | Rate | Asset | Rate | Asset |
|  | 0.143% | on first $15 billion of assets | 0.224% | on first $15 billion of assets |
|  | 0.120% | on assets over $15 billion | 0.195% | on assets over $15 billion |
|  | *Plus* |  |  |  |
|  | Rate | Income |  |  |
|  | 3.00% | of first $3,333,333 of monthly gross income |  |  |
|  | 2.50% | of monthly gross income over $3,333,333 |  |  |

---

8-2

---

| | | | | |
|:---|:---|:---|:---|:---|
|  | Present: Asset and Income Schedule | Present: Asset and Income Schedule | Proposed: Asset-only Schedule | Proposed: Asset-only Schedule |
|  TEBF | Rate | Asset | Rate | Asset |
|  | 0.300% | on first $60 million of assets | 0.253% | on first $15 billion of assets |
|  | 0.210% | from $60 million to $1 billion | 0.212% | from $15 to $17 billion |
|  | 0.180% | from $1 to $3 billion | 0.197% | on assets over $17 billion |
|  | 0.150% | from $3 to $6 billion |  |  |
|  | 0.130% | from $6 to $10 billion |  |  |
|  | 0.120% | from $10 to $15 billion |  |  |
|  | 0.115% | from $15 to $21 billion |  |  |
|  | 0.110% | from $21 to $28 billion |  |  |
|  | 0.105% | on assets over $28 billion |  |  |
|  | *Plus* |  |  |  |
|  | Rate | Income |  |  |
|  | 3.00% | of first $3,333,333 of monthly gross income |  |  |
|  | 2.50% | of monthly gross income from $3,333,333 to <br>$8,333,333 |  |  |
|  | 2.00% | of monthly gross income over $8,333,333 |  |  |
|  TEFCA | Rate | Asset | Rate | Asset |
|  | 0.157% | on first $15 billion of assets | 0.253% | on first $15 billion of assets |
|  | 0.130% | on assets over $15 billion | 0.212% | on assets over $15 billion |
|  | *Plus* |  |  |  |
|  | Rate | Income |  |  |
|  | 3.00% | of first $3,333,333 of monthly gross income |  |  |
|  | 2.50% | of monthly gross income over $3,333,333 |  |  |
|  TEFNY | Rate | Asset | Rate | Asset |
|  | 0.157% | on first $15 billion of assets | 0.253% | on first $15 billion of assets |
|  | 0.130% | on assets over $15 billion | 0.212% | on assets over $15 billion |
|  | *Plus* |  |  |  |
|  | Rate | Income |  |  |
|  | 3.00% | of first $3,333,333 of monthly gross income |  |  |
|  | 2.50% | of monthly gross income over $3,333,333 |  |  |

---

8-3

APPENDIX 9

Advisory Fee Information

Funds' fee information, including recent asset-and-income advisory fee rates from the previous three prospectus filings, proposed asset-only fee, proposed asset-only fee rate peer rank, and comparison to illustrative asset-and-income fee under low and high yield.

---

| | | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|:---|
|  Fund | Fees | 2022 | 2023 | 2024 | Proposed <br>asset-only fee<sup>1</sup> | Proposed <br>asset-only fee <br>peer rank<sup>2</sup> | Example <br>low yield <br>fee<sup>3</sup> | Example high <br>yield fee<sup>3</sup> |
|  Taxable bond funds | Taxable bond funds | Taxable bond funds | Taxable bond funds | Taxable bond funds | Taxable bond funds | Taxable bond funds | Taxable bond funds | Taxable bond funds |
|  AFMF | Gross | 0.20 | 0.24 | 0.27 | 0.22 | 29% | 0.17 | 0.27 |
|  AFMF | *Net of waiver* | *n/a* | *0.22* | *0.22* | 0.22 | 29% | 0.17 | 0.27 |
|  AHIT | Gross | 0.26 | 0.29 | 0.28 | 0.32 | 3% | 0.25 | 0.33 |
|  AHIT | *Net of waiver* | *n/a* | *0.28* | *n/a* | 0.32 | 3% | 0.25 | 0.33 |
|  BFA | Gross | 0.16 | 0.18 | 0.21 | 0.19 | 9% | 0.15 | 0.23 |
|  BFA | *Net of waiver* | *n/a* | *n/a* | *0.20* | 0.19 | 9% | 0.15 | 0.23 |
|  GVT | Gross | 0.20 | 0.22 | 0.25 | 0.21 | 28% | 0.17 | 0.25 |
|  GVT | *Net of waiver* | *n/a* | *n/a* | *0.21* | 0.21 | 28% | 0.17 | 0.25 |
|  IBFA | Gross | 0.19 | 0.22 | 0.24 | 0.21 | 14% | 0.18 | 0.25 |
|  IBFA | *Net of waiver* | *n/a* | *0.21* | *0.21* | 0.21 | 14% | 0.18 | 0.25 |

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Tax-exempt bond funds

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| | | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|:---|
|  AHIM | Gross | 0.24 | 0.27 | 0.28 | 0.28 | 4% | 0.24 | 0.31 |
|  AHIM | *Net of waiver* | *n/a* | *0.26* | *n/a* | 0.28 | 4% | 0.24 | 0.31 |
|  LTEX | Gross | 0.18 | 0.20 | 0.22 | 0.22 | 24% | 0.18 | 0.25 |
|  LTEX | *Net of waiver* | *n/a* | *n/a* | *n/a* | 0.22 | 24% | 0.18 | 0.25 |
|  TEBF | Gross | 0.18<sup>4</sup> | 0.20 | 0.21 | 0.23 | 6% | 0.19 | 0.23 |
|  TEBF | *Net of waiver* | *n/a* | *n/a* | *n/a* | 0.23 | 6% | 0.19 | 0.23 |
|  TEFCA | Gross | 0.23 | 0.25 | 0.25 | 0.25 | 5% | 0.23 | 0.29 |
|  TEFCA | *Net of waiver* | *n/a* | *n/a* | *n/a* | 0.25 | 5% | 0.23 | 0.29 |
|  TEFNY | Gross | 0.24 | 0.26 | 0.27 | 0.25 | 5% | 0.24 | 0.27 |
|  TEFNY | *Net of waiver* | *n/a* | *0.25* | *0.25* | 0.25 | 5% | 0.24 | 0.27 |

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<sup>1</sup> Proposed effective asset-only fee for each fund as at 6/30/2025, applied to the 12-month average daily net assets.

<sup>2</sup> Hypothetical advisory fee percentile rank against active advisory fees, excluding funds of funds, in the Morningstar category, as of 6/30/2025.

<sup>3</sup> Example advisory fee based on the lowest and highest respective annual gross income fund yields over a 20-year fiscal period through 2024, if available, applied to the 12-month average daily net assets of the fund at 6/30/2025.

<sup>4</sup> Historical prospectus fee is lower than the estimated lowest yield fee as at 6/30/2025, due to different fund asset levels.

9-1

APPENDIX 10

Expense Ratio Analysis

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| | | | | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|:---|:---|:---|
|  Class A shares, fiscal year ending 2024 | Taxable bond funds | Taxable bond funds | Taxable bond funds | Taxable bond funds | Taxable bond funds | Tax-exempt bond funds | Tax-exempt bond funds | Tax-exempt bond funds | Tax-exempt bond funds | Tax-exempt bond funds |
|  Fees (% of average net assets) | AFMF | AHIT | BFA | GVT | IBFA | AHIM | LTEX | TEBF | TEFCA | TEFNY |
|  Gross investment advisory fee | 0.26% | 0.28% | 0.21% | 0.25% | 0.24% | 0.28% | 0.22% | 0.21% | 0.25% | 0.27% |
| &nbsp;&nbsp; *Waived advisory fee* | -0.04% | 0.00%<sup>1</sup> | -0.01% | -0.03% | -0.03% | -0.01% | 0.00% | 0.00% | 0.00% | -0.02% |
|  Net investment advisory fee<sup>5</sup> | 0.22% | 0.28% | 0.20% | 0.22% | 0.21% | 0.27% | 0.22% | 0.21% | 0.25% | 0.25% |
| &nbsp;&nbsp; Transfer agent fee | 0.20% | 0.14% | 0.12% | 0.15% | 0.12% | 0.06% | 0.04% | 0.03% | 0.03% | 0.04% |
| &nbsp;&nbsp; Administrative services fee | 0.03% | 0.03% | 0.03% | 0.03% | 0.03% | 0.03% | 0.03% | 0.03% | 0.03% | 0.03% |
| &nbsp;&nbsp; Distribution (12b-1) expenses | 0.25% | 0.26% | 0.25% | 0.26% | 0.29% | 0.28% | 0.30% | 0.25% | 0.25% | 0.25% |
| &nbsp;&nbsp; Other expenses | 0.01% | 0.01% | 0.01% | 0.01% | 0.01% | 0.01% | 0.01% | 0.01% | 0.01% | 0.07% |
|  Total expenses | 0.71% | 0.72% | 0.61% | 0.67% | 0.66% | 0.65% | 0.60% | 0.53% | 0.57% | 0.64% |
| &nbsp;&nbsp; Reimbursed expenses | 0.00% | 0.00% | 0.00% | -0.01%<sup>2</sup> | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -0.05%<sup>2</sup> |
|  Total expenses (after reimbursement) | 0.71% | 0.72% | 0.61% | 0.66% | 0.66% | 0.65% | 0.60% | 0.53% | 0.57% | 0.59% |

---

---

| | | | | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|:---|:---|:---|
|  Class A shares, fiscal year ending 2024 – Hypotheticals | Class A shares, fiscal year ending 2024 – Hypotheticals | Class A shares, fiscal year ending 2024 – Hypotheticals | Class A shares, fiscal year ending 2024 – Hypotheticals | Class A shares, fiscal year ending 2024 – Hypotheticals | Class A shares, fiscal year ending 2024 – Hypotheticals | Class A shares, fiscal year ending 2024 – Hypotheticals | Class A shares, fiscal year ending 2024 – Hypotheticals | Class A shares, fiscal year ending 2024 – Hypotheticals | Class A shares, fiscal year ending 2024 – Hypotheticals | Class A shares, fiscal year ending 2024 – Hypotheticals |
|  Fees (% of average net assets) | AFMF | AHIT | BFA | GVT | IBFA | AHIM | LTEX | TEBF | TEFCA | TEFNY |
|  Gross investment advisory fee — Proposed | 0.22% | 0.32% | 0.20% | 0.21% | 0.21% | 0.28% | 0.22% | 0.23% | 0.25% | 0.25% |
| &nbsp;&nbsp; *Waived advisory fee* | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
|  Net investment advisory fee | 0.22% | 0.32% | 0.20% | 0.21% | 0.21% | 0.28% | 0.22% | 0.23% | 0.25% | 0.25% |
| &nbsp;&nbsp; Transfer agent fee | 0.20% | 0.14% | 0.12% | 0.15% | 0.12% | 0.06% | 0.04% | 0.03% | 0.03% | 0.04% |
| &nbsp;&nbsp; Administrative services fee | 0.03% | 0.03% | 0.03% | 0.03% | 0.03% | 0.03% | 0.03% | 0.03% | 0.03% | 0.03% |
| &nbsp;&nbsp; Distribution (12b-1) expenses | 0.25% | 0.26% | 0.25% | 0.26% | 0.29% | 0.28% | 0.30% | 0.25% | 0.25% | 0.25% |
| &nbsp;&nbsp; Other expenses | 0.01% | 0.01% | 0.01% | 0.01% | 0.01% | 0.01% | 0.01% | 0.01% | 0.01% | 0.07% |
|  Total expenses | 0.71% | 0.76% | 0.61% | 0.66% | 0.66% | 0.66% | 0.60% | 0.55% | 0.57% | 0.64% |
| &nbsp;&nbsp; Reimbursed expenses | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -0.06%<sup>3</sup> |
|  Total expenses (after reimbursement) | 0.71% | 0.76% | 0.61% | 0.66% | 0.66% | 0.66% | 0.60% | 0.55% | 0.57% | 0.58% |
|  Difference | 0.00% | 0.04% | 0.00% | 0.00% | 0.00% | 0.01% | 0.00% | 0.02% | 0.00% | 0.01%<sup>4</sup> |

---

<sup>1</sup> Amount less than one basis point.

<sup>2</sup> Represents reimbursements from CRMC for expenses incurred during the period.

<sup>3</sup> Represents estimated reimbursements from CRMC for expenses incurred during the period.

<sup>4</sup> Difference is due to change in reimbursed miscellaneous expenses unrelated to the proposed advisory fee.

<sup>5</sup> Where the net investment advisor fee is subject to a waiver, it may reflect the impact of rounding.

10-1

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PO Box 43131 Providence, RI 02940-3131 YOUR VOTE IS IMPORTANT SCAN The QR code or visit www.proxy-direct.com to vote your shares LIVE AGENT Call 1-888-615-7476 with any questions. Specialists can assist with voting. Available Monday-Friday from 9 a.m. – 11 p.m. and Saturday 12 p.m. – 6 p.m. ET CALL 1-800-337-3503 Follow the recorded instructions available 24 hours MAIL Vote, Sign and Mail in the enclosed Business Reply Envelope VOTE IN PERSON Attend Shareholder Meeting 333 South Hope Street, Los Angeles, CA 90071, on November 25, 2025 AMERICAN FUNDS AMERICAN FUNDS AMERICAN FUNDS AMCAP Fund American Balanced Fund American Funds 2010 Target Date Retirement Fund American Funds 2015 Target Date Retirement Fund American Funds 2020 Target Date Retirement Fund American Funds 2025 Target Date Retirement Fund American Funds 2030 Target Date Retirement Fund American Funds 2035 Target Date Retirement Fund DO NOT TEAR CAPITAL GROUP / AMERICAN FUNDS - PROXY CARD FOR THE SPECIAL MEETING(S) OF SHAREHOLDERS TO BE HELD ON NOVEMBER 25, 2025 THIS PROXY IS SOLICITED ON BEHALF OF THE BOARD OF DIRECTORS/TRUSTEES The undersigned hereby acknowledges receipt of the Notice of Special Meetings of Shareholders and the accompanying Joint Proxy Statement. The undersigned, revoking all previous proxies, hereby appoints Michael W. Stockton and Joshua R. Diggs, and each of them, his/her true and lawful agents and proxies with full power of substitution to represent and vote on behalf of the undersigned at the Special Shareholders' Meeting of each Fund listed above to be held at the office of Capital Group, 333 South Hope Street, Los Angeles, CA 90071 on November 25, 2025 at 9:00 a.m. Pacific time, and any adjournments or postponements thereof on all matters coming before the meeting. This proxy when properly executed will be voted in the manner directed herein by the undersigned shareholder or, if no direction is indicated, "FOR" each director/trustee nominee in Proposals 1a-1d, "FOR" Proposal 2 and "FOR" Proposal 3 and in accordance with the discretion of the proxies as to any other matter that is properly presented at the Special Meeting(s) of Shareholders. VOTE VIA THE INTERNET: www.proxy-direct.com VOTE VIA THE TELEPHONE: 1-800-337-3503 AFS_34634_081925 PLEASE SIGN, DATE ON THE REVERSE SIDE AND RETURN THE PROXY PROMPTLY USING THE ENCLOSED ENVELOPE. xxxxxxxxxxxxxx code

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THE BOARD OF DIRECTORS/TRUSTEES RECOMMENDS THAT YOU VOTE "FOR" THE PROPOSALS. TO VOTE, MARK BLOCKS BELOW IN BLUE OR BLACK INK AS SHOWN IN THIS EXAMPLE: A Proposals To withhold authority to vote for any individual nominee(s) mark the box "FOR ALL EXCEPT" and write the nominee number(s) on the line provided. 1a. Election of Board Members: 01. Christopher D. Buchbinder 02. Vanessa C. L. Chang 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. John G. Freund 07. Leslie Stone Heisz 08. Sharon I. Meers 09. William L. Robbins 10. Kenneth M. Simril 11. Margaret Spellings 12. Christopher E. Stone 13. Alexandra Trower 14. Paul S. Williams FOR WITHHOLD FOR ALL FOR WITHHOLD FOR ALL ALL ALL EXCEPT ALL ALL EXCEPT 01 American Funds 2010 Target Date Retirement Fund 02 American Funds 2015 Target Date Retirement Fund 03 American Funds 2020 Target Date Retirement Fund 04 American Funds 2025 Target Date Retirement Fund 05 American Funds 2030 Target Date Retirement Fund 06 American Funds 2035 Target Date Retirement Fund 1b. Election of Board Members: 01. Gina F. Adams 02. Pramod Atluri 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. Leslie Stone Heisz 07. Merit E. Janow 08. Martin E. Koehler 09. Benjamin R. Miller 10. Josette Sheeran 11. Margaret Spellings 12. Alexandra Trower 13. Paul S. Williams 14. Courtney K. Wolf Non-Applicable to your Fund(s) 1c. Election of Board Members: 01. Noriko Honda Chen 02. Mathews Cherian 03. John G. Freund 04. Pablo R. González Guajardo 05. Pedro J. Greer, Jr. 06. Merit E. Janow 07. William D. Jones 08. Earl Lewis, Jr. 09. Kenneth M. Simril 10. Christopher E. Stone 11. Kathy J. Williams 12. Amy Zegart FOR WITHHOLD FOR ALL ALL ALL EXCEPT 01 AMCAP Fund 1d. Election of Board Members: 01. Gina F. Adams 02. Charles E. Andrews 03. Joseph J. Bonner 04. Michael C. Camuñez 05. Vanessa C. L. Chang 06. Cecilia V. Estolano 07. Bradford F. Freer 08. Yvonne L. Greenstreet 09. Martin E. Koehler 10. Sharon I. Meers 11. Pascal Millaire 12. William I. Miller 13. Anne-Marie Peterson 14. Josette Sheeran FOR WITHHOLD FOR ALL ALL ALL EXCEPT 01 American Balanced Fund 2. Approve the proposed amendment of the Investment Advisory and Service Agreement to modify the fee schedule. Non-Applicable to your Fund(s) 3. Approve a change in American Funds Tax-Exempt Fund of New York's classification from a "diversified" to a "non-diversified" fund. Non-Applicable to your Fund(s) 4. To consider and act upon any other business as may properly come before each Shareholder Meeting and any adjournments or postponements thereof. IMPORTANT NOTICE REGARDING THE AVAILABILITY OF PROXY MATERIALS FOR THE SPECIAL MEETING(S) OF SHAREHOLDERS TO BE HELD ON NOVEMBER 25, 2025. The Joint Proxy Statement for this meeting is available at: https://www.proxy-direct.com/afs-34634 B Authorized Signatures This section must be completed for your vote to be counted. Sign and Date Below Note: Please sign exactly as your name(s) appear(s) on this proxy card, and date it. When shares are held jointly, each holder should sign. When signing as attorney, executor, administrator, trustee, guardian, officer of corporation or other entity or in another representative capacity, please give the full title under the signature. Date (mm/dd/yyyy) Please print date below Signature 1 Please keep signature within the box Signature 2 Please keep signature within the box / / Scanner bar code

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YOUR VOTE IS IMPORTANTPO Box 43131SCANThe QR code or visitwww.proxy-direct.comto vote your sharesProvidence, RI 02940-3131 LIVE AGENTCall 1-888-615-7476 with any questions. Specialists can assist with voting. Available Monday-Fridayfrom 9 a.m. – 11 p.m. andSaturday 12 p.m. – 6 p.m. ETCALL1-800-337-3503Follow the recorded instructionsavailable 24 hoursMAILVote, Sign and Mail in theenclosed Business Reply EnvelopeVOTE IN PERSONAttend Shareholder Meeting333 South Hope Street,Los Angeles, CA 90071,on November 25, 2025 DO NOT TEARAMERICAN FUNDS AMERICAN FUNDS AMERICAN FUNDSAmerican Funds 2040 Target Date Retirement Fund American Funds 2045 Target Date Retirement Fund American Funds 2050 Target Date Retirement FundAmerican Funds 2055 Target Date Retirement Fund American Funds 2060 Target Date Retirement Fund American Funds 2065 Target Date Retirement FundAmerican Funds 2070 Target Date Retirement Fund American Funds College 2027 Fund CAPITAL GROUP / AMERICAN FUNDS - PROXY CARDFOR THE SPECIAL MEETING(S) OF SHAREHOLDERS TO BE HELD ON NOVEMBER 25, 2025THIS PROXY IS SOLICITED ON BEHALF OF THE BOARD OF DIRECTORS/TRUSTEESThe undersigned hereby acknowledges receipt of the Notice of Special Meetings of Shareholders and the accompanying Joint Proxy Statement. The undersigned, revoking all previous proxies, hereby appoints Michael W. Stockton and Joshua R. Diggs, and each of them, his/her true and lawful agents and proxies with full power of substitution to represent and vote on behalf of the undersigned at the Special Shareholders' Meeting of each Fund listed above to be held at the office of Capital Group, 333 South Hope Street, Los Angeles, CA 90071 on November 25, 2025 at 9:00 a.m. Pacific time, and any adjournments or postponements thereof on all matters coming before the meeting.This proxy when properly executed will be voted in the manner directed herein by the undersigned shareholder or, if no direction is indicated, "FOR" each director/trustee nominee in Proposals 1a-1d, "FOR" Proposal 2 and "FOR" Proposal 3 and in accordance with the discretion of the proxies as to any other matter that is properly presented at the Special Meeting(s) of Shareholders.VOTE VIA THE INTERNET: www.proxy-direct.comVOTE VIA THE TELEPHONE: 1-800-337-3503AFS_34634_081925PLEASE SIGN, DATE ON THE REVERSE SIDE AND RETURN THE PROXY PROMPTLY USING THE ENCLOSED ENVELOPE.xxxxxxxxxxxxxx code

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THE BOARD OF DIRECTORS/TRUSTEES RECOMMENDS THAT YOU VOTE "FOR" THE PROPOSALS. TO VOTE, MARK BLOCKS BELOW IN BLUE OR BLACK INK AS SHOWN IN THIS EXAMPLE: A Proposals To withhold authority to vote for any individual nominee(s) mark the box "FOR ALL EXCEPT" and write the nominee number(s) on the line provided. 1a. Election of Board Members: 01. Christopher D. Buchbinder 02. Vanessa C. L. Chang 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. John G. Freund 07. Leslie Stone Heisz 08. Sharon I. Meers 09. William L. Robbins 10. Kenneth M. Simril 11. Margaret Spellings 12. Christopher E. Stone 13. Alexandra Trower 14. Paul S. Williams FOR WITHHOLD FOR ALL FOR WITHHOLD FOR ALL ALL ALL EXCEPT ALL ALL EXCEPT 01 American Funds 2040 Target Date Retirement Fund 02 American Funds 2045 Target Date Retirement Fund 03 American Funds 2050 Target Date Retirement Fund 04 American Funds 2055 Target Date Retirement Fund 05 American Funds 2060 Target Date Retirement Fund 06 American Funds 2065 Target Date Retirement Fund 07 American Funds 2070 Target Date Retirement Fund 08 American Funds College 2027 Fund 1b. Election of Board Members: 01. Gina F. Adams 02. Pramod Atluri 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. Leslie Stone Heisz 07. Merit E. Janow 08. Martin E. Koehler 09. Benjamin R. Miller 10. Josette Sheeran 11. Margaret Spellings 12. Alexandra Trower 13. Paul S. Williams 14. Courtney K. Wolf Non-Applicable to your Fund(s) 1c. Election of Board Members: 01. Noriko Honda Chen 02. Mathews Cherian 03. John G. Freund 04. Pablo R. González Guajardo 05. Pedro J. Greer, Jr. 06. Merit E. Janow 07. William D. Jones 08. Earl Lewis, Jr. 09. Kenneth M. Simril 10. Christopher E. Stone 11. Kathy J. Williams 12. Amy Zegart Non-Applicable to your Fund(s) 1d. Election of Board Members: 01. Gina F. Adams 02. Charles E. Andrews 03. Joseph J. Bonner 04. Michael C. Camuñez 05. Vanessa C. L. Chang 06. Cecilia V. Estolano 07. Bradford F. Freer 08. Yvonne L. Greenstreet 09. Martin E. Koehler 10. Sharon I. Meers 11. Pascal Millaire 12. William I. Miller 13. Anne-Marie Peterson 14. Josette Sheeran Non-Applicable to your Fund(s) 2. Approve the proposed amendment of the Investment Advisory and Service Agreement to modify the fee schedule. Non-Applicable to your Fund(s) 3. Approve a change in American Funds Tax-Exempt Fund of New York's classification from a "diversified" to a "non-diversified" fund. Non-Applicable to your Fund(s) 4. To consider and act upon any other business as may properly come before each Shareholder Meeting and any adjournments or postponements thereof. IMPORTANT NOTICE REGARDING THE AVAILABILITY OF PROXY MATERIALS FOR THE SPECIAL MEETING(S) OF SHAREHOLDERS TO BE HELD ON NOVEMBER 25, 2025. The Joint Proxy Statement for this meeting is available at: https://www.proxy-direct.com/afs-34634 B Authorized Signatures This section must be completed for your vote to be counted. Sign and Date Below Note: Please sign exactly as your name(s) appear(s) on this proxy card, and date it. When shares are held jointly, each holder should sign. When signing as attorney, executor, administrator, trustee, guardian, officer of corporation or other entity or in another representative capacity, please give the full title under the signature. Date (mm/dd/yyyy) Please print date below Signature 1 Please keep signature within the box Signature 2 Please keep signature within the box / / Scanner bar code xxxxxxxxxxxxxx AFS 34634 xxxxxxxx

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YOUR VOTE IS IMPORTANT PO Box 43131 SCAN The QR code or visit www.proxy-direct.com to vote your shares Providence, RI 02940-3131 LIVE AGENT Call 1-888-615-7476 with any questions. Specialists can assist with voting. Available Monday-Friday from 9 a.m. – 11 p.m. and Saturday 12 p.m. – 6 p.m. ET CALL 1-800-337-3503 Follow the recorded instructions available 24 hours MAIL Vote, Sign and Mail in the enclosed Business Reply Envelope VOTE IN PERSON Attend Shareholder Meeting 333 South Hope Street, Los Angeles, CA 90071, on November 25, 2025 DO NOT TEAR AMERICAN FUNDS AMERICAN FUNDS AMERICAN FUNDS American Funds College 2030 Fund American Funds College 2033 Fund American Funds College 2036 Fund American Funds College 2039 Fund American Funds College 2042 Fund American Funds College Enrollment Fund American Funds Corporate Bond Fund AF Developing World Growth and Income Fund CAPITAL GROUP / AMERICAN FUNDS - PROXY CARD FOR THE SPECIAL MEETING(S) OF SHAREHOLDERS TO BE HELD ON NOVEMBER 25, 2025 THIS PROXY IS SOLICITED ON BEHALF OF THE BOARD OF DIRECTORS/TRUSTEES The undersigned hereby acknowledges receipt of the Notice of Special Meetings of Shareholders and the accompanying Joint Proxy Statement. The undersigned, revoking all previous proxies, hereby appoints Michael W. Stockton and Joshua R. Diggs, and each of them, his/her true and lawful agents and proxies with full power of substitution to represent and vote on behalf of the undersigned at the Special Shareholders' Meeting of each Fund listed above to be held at the office of Capital Group, 333 South Hope Street, Los Angeles, CA 90071 on November 25, 2025 at 9:00 a.m. Pacific time, and any adjournments or postponements thereof on all matters coming before the meeting. This proxy when properly executed will be voted in the manner directed herein by the undersigned shareholder or, if no direction is indicated, "FOR" each director/trustee nominee in Proposals 1a-1d, "FOR" Proposal 2 and "FOR" Proposal 3 and in accordance with the discretion of the proxies as to any other matter that is properly presented at the Special Meeting(s) of Shareholders. VOTE VIA THE INTERNET: www.proxy-direct.com VOTE VIA THE TELEPHONE: 1-800-337-3503 AFS_34634_081925 PLEASE SIGN, DATE ON THE REVERSE SIDE AND RETURN THE PROXY PROMPTLY USING THE ENCLOSED ENVELOPE. xxxxxxxxxxxxxx code

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THE BOARD OF DIRECTORS/TRUSTEES RECOMMENDS THAT YOU VOTE "FOR" THE PROPOSALS. TO VOTE, MARK BLOCKS BELOW IN BLUE OR BLACK INK AS SHOWN IN THIS EXAMPLE: X A Proposals To withhold authority to vote for any individual nominee(s) mark the box "FOR ALL EXCEPT" and write the nominee number(s) on the line provided. 1a. Election of Board Members: 01. Christopher D. Buchbinder 02. Vanessa C. L. Chang 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. John G. Freund 07. Leslie Stone Heisz 08. Sharon I. Meers 09. William L. Robbins 10. Kenneth M. Simril 11. Margaret Spellings 12. Christopher E. Stone 13. Alexandra Trower 14. Paul S. Williams FOR WITHHOLD FOR ALL FOR WITHHOLD FOR ALL ALL ALL EXCEPT ALL ALL EXCEPT 01 American Funds College 2030 Fund 02 American Funds College 2033 Fund 03 American Funds College 2036 Fund 04 American Funds College 2039 Fund 05 American Funds College 2042 Fund 06 American Funds College Enrollment Fund 1b. Election of Board Members: 01. Gina F. Adams 02. Pramod Atluri 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. Leslie Stone Heisz 07. Merit E. Janow 08. Martin E. Koehler 09. Benjamin R. Miller 10. Josette Sheeran 11. Margaret Spellings 12. Alexandra Trower 13. Paul S. Williams 14. Courtney K. Wolf FOR WITHHOLD FOR ALL ALL ALL EXCEPT 01 American Funds Corporate Bond Fund 1c. Election of Board Members: 01. Noriko Honda Chen 02. Mathews Cherian 03. John G. Freund 04. Pablo R. González Guajardo 05. Pedro J. Greer, Jr. 06. Merit E. Janow 07. William D. Jones 08. Earl Lewis, Jr. 09. Kenneth M. Simril 10. Christopher E. Stone 11. Kathy J. Williams 12. Amy Zegart Non-Applicable to your Fund(s) 1d. Election of Board Members: 01. Gina F. Adams 02. Charles E. Andrews 03. Joseph J. Bonner 04. Michael C. Camuñez 05. Vanessa C. L. Chang 06. Cecilia V. Estolano 07. Bradford F. Freer 08. Yvonne L. Greenstreet 09. Martin E. Koehler 10. Sharon I. Meers 11. Pascal Millaire 12. William I. Miller 13. Anne-Marie Peterson 14. Josette Sheeran FOR WITHHOLD FOR ALL ALL ALL EXCEPT 01 AF Developing World Growth and Income Fund 2. Approve the proposed amendment of the Investment Advisory and Service Agreement to modify the fee schedule. Non-Applicable to your Fund(s) 3. Approve a change in American Funds Tax-Exempt Fund of New York's classification from a "diversified" to a "non-diversified" fund. Non-Applicable to your Fund(s) 4. To consider and act upon any other business as may properly come before each Shareholder Meeting and any adjournments or postponements thereof. IMPORTANT NOTICE REGARDING THE AVAILABILITY OF PROXY MATERIALS FOR THE SPECIAL MEETING(S) OF SHAREHOLDERS TO BE HELD ON NOVEMBER 25, 2025. The Joint Proxy Statement for this meeting is available at: https://www.proxy-direct.com/afs-34634 B Authorized Signatures This section must be completed for your vote to be counted. Sign and Date Below Note: Please sign exactly as your name(s) appear(s) on this proxy card, and date it. When shares are held jointly, each holder should sign. When signing as attorney, executor, administrator, trustee, guardian, officer of corporation or other entity or in another representative capacity, please give the full title under the signature. Date (mm/dd/yyyy) Please print date below Signature 1 Please keep signature within the box Signature 2 Please keep signature within the box Scanner bar code xxxxxxxxxxxxxx AFS 34634 xxxxxxxx / /

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YOUR VOTE IS IMPORTANT PO Box 43131 Providence, RI 02940-3131 AMERICAN FUNDS AMERICAN FUNDS AMERICAN FUNDS American Funds Emerging Markets Bond Fund American Funds Global Balanced Fund American Funds Global Insight Fund American Funds Inflation Linked Bond Fund American Funds International Vantage Fund American Funds Mortgage Fund American Funds Multi-Sector Income Fund AF Retirement Income Portfolio Series-Conservative CAPITAL GROUP / AMERICAN FUNDS - PROXY CARD FOR THE SPECIAL MEETING(S) OF SHAREHOLDERS TO BE HELD ON NOVEMBER 25, 2025 THIS PROXY IS SOLICITED ON BEHALF OF THE BOARD OF DIRECTORS/TRUSTEES The undersigned hereby acknowledges receipt of the Notice of Special Meetings of Shareholders and the accompanying Joint Proxy Statement. The undersigned, revoking all previous proxies, hereby appoints Michael W. Stockton and Joshua R. Diggs, and each of them, his/her true and lawful agents and proxies with full power of substitution to represent and vote on behalf of the undersigned at the Special Shareholders' Meeting of each Fund listed above to be held at the office of Capital Group, 333 South Hope Street, Los Angeles, CA 90071 on November 25, 2025 at 9:00 a.m. Pacific time, and any adjournments or postponements thereof on all matters coming before the meeting. This proxy when properly executed will be voted in the manner directed herein by the undersigned shareholder or, if no direction is indicated, "FOR" each director/trustee nominee in Proposals 1a-1d, "FOR" Proposal 2 and "FOR" Proposal 3 and in accordance with the discretion of the proxies as to any other matter that is properly presented at the Special Meeting(s) of Shareholders. VOTE VIA THE INTERNET: www.proxy-direct.com VOTE VIA THE TELEPHONE: 1-800-337-3503 AFS_34634_081925 PLEASE SIGN, DATE ON THE REVERSE SIDE AND RETURN THE PROXY PROMPTLY USING THE ENCLOSED ENVELOPE. xxxxxxxxxxxxxx code MAIL Vote, Sign and Mail in the enclosed Business Reply Envelope SCAN The QR code or visit www.proxy-direct.com to vote your shares CALL 1-800-337-3503 Follow the recorded instructions available 24 hours DO NOT TEAR LIVE AGENT Call 1-888-615-7476 with any questions. Specialists can assist with voting. Available Monday-Friday from 9 a.m. – 11 p.m. and Saturday 12 p.m. – 6 p.m. ET VOTE IN PERSON Attend Shareholder Meeting 333 South Hope Street, Los Angeles, CA 90071, on November 25, 2025

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THE BOARD OF DIRECTORS/TRUSTEES RECOMMENDS THAT YOU VOTE "FOR" THE PROPOSALS. TO VOTE, MARK BLOCKS BELOW IN BLUE OR BLACK INK AS SHOWN IN THIS EXAMPLE: A Proposals To withhold authority to vote for any individual nominee(s) mark the box "FOR ALL EXCEPT" and write the nominee number(s) on the line provided. 1a. Election of Board Members: 01. Christopher D. Buchbinder 02. Vanessa C. L. Chang 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. John G. Freund 07. Leslie Stone Heisz 08. Sharon I. Meers 09. William L. Robbins 10. Kenneth M. Simril 11. Margaret Spellings 12. Christopher E. Stone 13. Alexandra Trower 14. Paul S. Williams FOR WITHHOLD FOR ALL ALL ALL EXCEPT 01 AF Retirement Income Portfolio Series-Conservative 1b. Election of Board Members: 01. Gina F. Adams 02. Pramod Atluri 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. Leslie Stone Heisz 07. Merit E. Janow 08. Martin E. Koehler 09. Benjamin R. Miller 10. Josette Sheeran 11. Margaret Spellings 12. Alexandra Trower 13. Paul S. Williams 14. Courtney K. Wolf FOR WITHHOLD FOR ALL FOR WITHHOLD FOR ALL ALL ALL EXCEPT ALL ALL EXCEPT 01 American Funds Emerging Markets Bond Fund 02 American Funds Inflation Linked Bond Fund 03 American Funds Mortgage Fund 04 American Funds Multi-Sector Income Fund 1c. Election of Board Members: 01. Noriko Honda Chen 02. Mathews Cherian 03. John G. Freund 04. Pablo R. González Guajardo 05. Pedro J. Greer, Jr. 06. Merit E. Janow 07. William D. Jones 08. Earl Lewis, Jr. 09. Kenneth M. Simril 10. Christopher E. Stone 11. Kathy J. Williams 12. Amy Zegart FOR WITHHOLD FOR ALL FOR WITHHOLD FOR ALL ALL ALL EXCEPT ALL ALL EXCEPT 01 American Funds Global Balanced Fund 02 American Funds Global Insight Fund 03 American Funds International Vantage Fund 1d. Election of Board Members: 01. Gina F. Adams 02. Charles E. Andrews 03. Joseph J. Bonner 04. Michael C. Camuñez 05. Vanessa C. L. Chang 06. Cecilia V. Estolano 07. Bradford F. Freer 08. Yvonne L. Greenstreet 09. Martin E. Koehler 10. Sharon I. Meers 11. Pascal Millaire 12. William I. Miller 13. Anne-Marie Peterson 14. Josette Sheeran Non-Applicable to your Fund(s) 2. Approve the proposed amendment of the Investment Advisory and Service Agreement to modify the fee schedule. FOR AGAINST ABSTAIN 01 American Funds Mortgage Fund 3. Approve a change in American Funds Tax-Exempt Fund of New York's classification from a "diversified" to a "non-diversified" fund. Non-Applicable to your Fund(s) 4. To consider and act upon any other business as may properly come before each Shareholder Meeting and any adjournments or postponements thereof. IMPORTANT NOTICE REGARDING THE AVAILABILITY OF PROXY MATERIALS FOR THE SPECIAL MEETING(S) OF SHAREHOLDERS TO BE HELD ON NOVEMBER 25, 2025. The Joint Proxy Statement for this meeting is available at: https://www.proxy-direct.com/afs-34634 B Authorized Signatures This section must be completed for your vote to be counted. Sign and Date Below Note: Please sign exactly as your name(s) appear(s) on this proxy card, and date it. When shares are held jointly, each holder should sign. When signing as attorney, executor, administrator, trustee, guardian, officer of corporation or other entity or in another representative capacity, please give the full title under the signature. Date (mm/dd/yyyy) Please print date below Signature 1 Please keep signature within the box Signature 2 Please keep signature within the box / / Scanner bar code xxxxxxxxxxxxxx AFS 34634 xxxxxxxx

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YOUR VOTE IS IMPORTANT PO Box 43131 SCAN The QR code or visit www.proxy-direct.com to vote your shares Providence, RI 02940-3131 LIVE AGENT Call 1-888-615-7476 with any questions. Specialists can assist with voting. Available Monday-Friday from 9 a.m. – 11 p.m. and Saturday 12 p.m. – 6 p.m. ET CALL 1-800-337-3503 Follow the recorded instructions available 24 hours MAIL Vote, Sign and Mail in the enclosed Business Reply Envelope VOTE IN PERSON Attend Shareholder Meeting 333 South Hope Street, Los Angeles, CA 90071, on November 25, 2025 DO NOT TEAR AMERICAN FUNDS AMERICAN FUNDS AMERICAN FUNDS AF Retirement Income Portfolio Series-Enhanced AF Retirement Income Portfolio Series-Moderate American Funds Short-Term Tax-Exempt Bond Fund American Funds Strategic Bond Fund American Funds Tax-Exempt Fund of New York American Funds U.S. Government Money Market Fund American High-Income Municipal Bond Fund American High-Income Trust CAPITAL GROUP / AMERICAN FUNDS - PROXY CARD FOR THE SPECIAL MEETING(S) OF SHAREHOLDERS TO BE HELD ON NOVEMBER 25, 2025 THIS PROXY IS SOLICITED ON BEHALF OF THE BOARD OF DIRECTORS/TRUSTEES The undersigned hereby acknowledges receipt of the Notice of Special Meetings of Shareholders and the accompanying Joint Proxy Statement. The undersigned, revoking all previous proxies, hereby appoints Michael W. Stockton and Joshua R. Diggs, and each of them, his/her true and lawful agents and proxies with full power of substitution to represent and vote on behalf of the undersigned at the Special Shareholders' Meeting of each Fund listed above to be held at the office of Capital Group, 333 South Hope Street, Los Angeles, CA 90071 on November 25, 2025 at 9:00 a.m. Pacific time, and any adjournments or postponements thereof on all matters coming before the meeting. This proxy when properly executed will be voted in the manner directed herein by the undersigned shareholder or, if no direction is indicated, "FOR" each director/trustee nominee in Proposals 1a-1d, "FOR" Proposal 2 and "FOR" Proposal 3 and in accordance with the discretion of the proxies as to any other matter that is properly presented at the Special Meeting(s) of Shareholders. VOTE VIA THE INTERNET: www.proxy-direct.com VOTE VIA THE TELEPHONE: 1-800-337-3503 AFS_34634_081925 PLEASE SIGN, DATE ON THE REVERSE SIDE AND RETURN THE PROXY PROMPTLY USING THE ENCLOSED ENVELOPE. xxxxxxxxxxxxxx code

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THE BOARD OF DIRECTORS/TRUSTEES RECOMMENDS THAT YOU VOTE "FOR" THE PROPOSALS. TO VOTE, MARK BLOCKS BELOW IN BLUE OR BLACK INK AS SHOWN IN THIS EXAMPLE: A Proposals To withhold authority to vote for any individual nominee(s) mark the box "FOR ALL EXCEPT" and write the nominee number(s) on the line provided. 1a. Election of Board Members: 01. Christopher D. Buchbinder 02. Vanessa C. L. Chang 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. John G. Freund 07. Leslie Stone Heisz 08. Sharon I. Meers 09. William L. Robbins 10. Kenneth M. Simril 11. Margaret Spellings 12. Christopher E. Stone 13. Alexandra Trower 14. Paul S. Williams FOR WITHHOLD FOR ALL FOR WITHHOLD FOR ALL ALL ALL EXCEPT ALL ALL EXCEPT 01 AF Retirement Income Portfolio Series-Enhanced 02 AF Retirement Income Portfolio Series-Moderate 1b. Election of Board Members: 01. Gina F. Adams 02. Pramod Atluri 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. Leslie Stone Heisz 07. Merit E. Janow 08. Martin E. Koehler 09. Benjamin R. Miller 10. Josette Sheeran 11. Margaret Spellings 12. Alexandra Trower 13. Paul S. Williams 14. Courtney K. Wolf FOR WITHHOLD FOR ALL FOR WITHHOLD FOR ALL ALL ALL EXCEPT ALL ALL EXCEPT 01 American Funds Short-Term Tax-Exempt Bond Fund 02 American Funds Strategic Bond Fund 03 American Funds Tax-Exempt Fund of New York 04 American Funds U.S. Government Money Market Fund 05 American High-Income Municipal Bond Fund 06 American High-Income Trust 1c. Election of Board Members: 01. Noriko Honda Chen 02. Mathews Cherian 03. John G. Freund 04. Pablo R. González Guajardo 05. Pedro J. Greer, Jr. 06. Merit E. Janow 07. William D. Jones 08. Earl Lewis, Jr. 09. Kenneth M. Simril 10. Christopher E. Stone 11. Kathy J. Williams 12. Amy Zegart Non-Applicable to your Fund(s) 1d. Election of Board Members: 01. Gina F. Adams 02. Charles E. Andrews 03. Joseph J. Bonner 04. Michael C. Camuñez 05. Vanessa C. L. Chang 06. Cecilia V. Estolano 07. Bradford F. Freer 08. Yvonne L. Greenstreet 09. Martin E. Koehler 10. Sharon I. Meers 11. Pascal Millaire 12. William I. Miller 13. Anne-Marie Peterson 14. Josette Sheeran Non-Applicable to your Fund(s) 2. Approve the proposed amendment of the Investment Advisory and Service Agreement to modify the fee schedule. FOR AGAINST ABSTAIN FOR AGAINST ABSTAIN 01 American Funds Tax-Exempt Fund of New York 02 American High-Income Municipal Bond Fund 03 American High-Income Trust 3. Approve a change in American Funds Tax-Exempt Fund of New York's classification from a "diversified" to a "non-diversified" fund. FOR AGAINST ABSTAIN 01 American Funds Tax-Exempt Fund of New York 4. To consider and act upon any other business as may properly come before each Shareholder Meeting and any adjournments or postponements thereof. IMPORTANT NOTICE REGARDING THE AVAILABILITY OF PROXY MATERIALS FOR THE SPECIAL MEETING(S) OF SHAREHOLDERS TO BE HELD ON NOVEMBER 25, 2025. The Joint Proxy Statement for this meeting is available at: https://www.proxy-direct.com/afs-34634 B Authorized Signatures This section must be completed for your vote to be counted. Sign and Date Below Note: Please sign exactly as your name(s) appear(s) on this proxy card, and date it. When shares are held jointly, each holder should sign. When signing as attorney, executor, administrator, trustee, guardian, officer of corporation or other entity or in another representative capacity, please give the full title under the signature. Date (mm/dd/yyyy) Please print date below Signature 1 Please keep signature within the box Signature 2 Please keep signature within the box / / Scanner bar code xxxxxxxxxxxxxx AFS 34634 xxxxxxxx

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YOUR VOTE IS IMPORTANT PO Box 43131 SCAN The QR code or visit www.proxy-direct.com to vote your shares Providence, RI 02940-3131 LIVE AGENT Call 1-888-615-7476 with any questions. Specialists can assist with voting. Available Monday-Friday from 9 a.m. – 11 p.m. and Saturday 12 p.m. – 6 p.m. ET CALL 1-800-337-3503 Follow the recorded instructions available 24 hours MAIL Vote, Sign and Mail in the enclosed Business Reply Envelope VOTE IN PERSON Attend Shareholder Meeting 333 South Hope Street, Los Angeles, CA 90071, on November 25, 2025 DO NOT TEAR AMERICAN FUNDS AMERICAN FUNDS AMERICAN FUNDS American Mutual Fund The Bond Fund of America Capital Group California Core Municipal Fund Capital Group California Short-Term Municipal Fund Capital Group Central Cash Fund Capital Group Central Corporate Bond Fund Capital Group Conservative Equity ETF Capital Group Core Balanced ETF CAPITAL GROUP / AMERICAN FUNDS - PROXY CARD FOR THE SPECIAL MEETING(S) OF SHAREHOLDERS TO BE HELD ON NOVEMBER 25, 2025 THIS PROXY IS SOLICITED ON BEHALF OF THE BOARD OF DIRECTORS/TRUSTEES The undersigned hereby acknowledges receipt of the Notice of Special Meetings of Shareholders and the accompanying Joint Proxy Statement. The undersigned, revoking all previous proxies, hereby appoints Michael W. Stockton and Joshua R. Diggs, and each of them, his/her true and lawful agents and proxies with full power of substitution to represent and vote on behalf of the undersigned at the Special Shareholders' Meeting of each Fund listed above to be held at the office of Capital Group, 333 South Hope Street, Los Angeles, CA 90071 on November 25, 2025 at 9:00 a.m. Pacific time, and any adjournments or postponements thereof on all matters coming before the meeting. This proxy when properly executed will be voted in the manner directed herein by the undersigned shareholder or, if no direction is indicated, "FOR" each director/trustee nominee in Proposals 1a-1d, "FOR" Proposal 2 and "FOR" Proposal 3 and in accordance with the discretion of the proxies as to any other matter that is properly presented at the Special Meeting(s) of Shareholders. VOTE VIA THE INTERNET: www.proxy-direct.com VOTE VIA THE TELEPHONE: 1-800-337-3503 AFS_34634_081925 PLEASE SIGN, DATE ON THE REVERSE SIDE AND RETURN THE PROXY PROMPTLY USING THE ENCLOSED ENVELOPE. xxxxxxxxxxxxxx code

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THE BOARD OF DIRECTORS/TRUSTEES RECOMMENDS THAT YOU VOTE "FOR" THE PROPOSALS. TO VOTE, MARK BLOCKS BELOW IN BLUE OR BLACK INK AS SHOWN IN THIS EXAMPLE: A Proposals To withhold authority to vote for any individual nominee(s) mark the box "FOR ALL EXCEPT" and write the nominee number(s) on the line provided. 1a. Election of Board Members: 01. Christopher D. Buchbinder 02. Vanessa C. L. Chang 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. John G. Freund 07. Leslie Stone Heisz 08. Sharon I. Meers 09. William L. Robbins 10. Kenneth M. Simril 11. Margaret Spellings 12. Christopher E. Stone 13. Alexandra Trower 14. Paul S. Williams Non-Applicable to your Fund(s) 1b. Election of Board Members: 01. Gina F. Adams 02. Pramod Atluri 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. Leslie Stone Heisz 07. Merit E. Janow 08. Martin E. Koehler 09. Benjamin R. Miller 10. Josette Sheeran 11. Margaret Spellings 12. Alexandra Trower 13. Paul S. Williams 14. Courtney K. Wolf FOR WITHHOLD FOR ALL FOR WITHHOLD FOR ALL ALL ALL EXCEPT ALL ALL EXCEPT 01 The Bond Fund of America 02 Capital Group California Core Municipal Fund 03 Capital Group California Short-Term Municipal Fund 04 Capital Group Central Cash Fund 05 Capital Group Central Corporate Bond Fund 1c. Election of Board Members: 01. Noriko Honda Chen 02. Mathews Cherian 03. John G. Freund 04. Pablo R. González Guajardo 05. Pedro J. Greer, Jr. 06. Merit E. Janow 07. William D. Jones 08. Earl Lewis, Jr. 09. Kenneth M. Simril 10. Christopher E. Stone 11. Kathy J. Williams 12. Amy Zegart FOR WITHHOLD FOR ALL FOR WITHHOLD FOR ALL ALL ALL EXCEPT ALL ALL EXCEPT 01 American Mutual Fund 02 Capital Group Conservative Equity ETF 1d. Election of Board Members: 01. Gina F. Adams 02. Charles E. Andrews 03. Joseph J. Bonner 04. Michael C. Camuñez 05. Vanessa C. L. Chang 06. Cecilia V. Estolano 07. Bradford F. Freer 08. Yvonne L. Greenstreet 09. Martin E. Koehler 10. Sharon I. Meers 11. Pascal Millaire 12. William I. Miller 13. Anne-Marie Peterson 14. Josette Sheeran FOR WITHHOLD FOR ALL ALL ALL EXCEPT 01 Capital Group Core Balanced ETF 2. Approve the proposed amendment of the Investment Advisory and Service Agreement to modify the fee schedule. FOR AGAINST ABSTAIN 01 The Bond Fund of America 3. Approve a change in American Funds Tax-Exempt Fund of New York's classification from a "diversified" to a "non-diversified" fund. Non-Applicable to your Fund(s) 4. To consider and act upon any other business as may properly come before each Shareholder Meeting and any adjournments or postponements thereof. IMPORTANT NOTICE REGARDING THE AVAILABILITY OF PROXY MATERIALS FOR THE SPECIAL MEETING(S) OF SHAREHOLDERS TO BE HELD ON NOVEMBER 25, 2025. The Joint Proxy Statement for this meeting is available at: https://www.proxy-direct.com/afs-34634 B Authorized Signatures This section must be completed for your vote to be counted. Sign and Date Below Note: Please sign exactly as your name(s) appear(s) on this proxy card, and date it. When shares are held jointly, each holder should sign. When signing as attorney, executor, administrator, trustee, guardian, officer of corporation or other entity or in another representative capacity, please give the full title under the signature. Date (mm/dd/yyyy) Please print date below Signature 1 Please keep signature within the box Signature 2 Please keep signature within the box / / Scanner bar code xxxxxxxxxxxxxx AFS 34634 xxxxxxxx

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YOUR VOTE IS IMPORTANT PO Box 43131 SCAN The QR code or visit www.proxy-direct.com to vote your shares Providence, RI 02940-3131 LIVE AGENT Call 1-888-615-7476 with any questions. Specialists can assist with voting. Available Monday-Friday from 9 a.m. – 11 p.m. and Saturday 12 p.m. – 6 p.m. ET CALL 1-800-337-3503 Follow the recorded instructions available 24 hours MAIL Vote, Sign and Mail in the enclosed Business Reply Envelope VOTE IN PERSON Attend Shareholder Meeting 333 South Hope Street, Los Angeles, CA 90071, on November 25, 2025 DO NOT TEAR AMERICAN FUNDS AMERICAN FUNDS AMERICAN FUNDS Capital Group Core Bond Completion Fund Capital Group Core Bond ETF Capital Group Core Equity ETF Capital Group Core Plus Income ETF Capital Group Dividend Growers ETF Capital Group Dividend Value ETF Capital Group Global Equity ETF Capital Group Global Growth Equity ETF CAPITAL GROUP / AMERICAN FUNDS - PROXY CARD FOR THE SPECIAL MEETING(S) OF SHAREHOLDERS TO BE HELD ON NOVEMBER 25, 2025 THIS PROXY IS SOLICITED ON BEHALF OF THE BOARD OF DIRECTORS/TRUSTEES The undersigned hereby acknowledges receipt of the Notice of Special Meetings of Shareholders and the accompanying Joint Proxy Statement. The undersigned, revoking all previous proxies, hereby appoints Michael W. Stockton and Joshua R. Diggs, and each of them, his/her true and lawful agents and proxies with full power of substitution to represent and vote on behalf of the undersigned at the Special Shareholders' Meeting of each Fund listed above to be held at the office of Capital Group, 333 South Hope Street, Los Angeles, CA 90071 on November 25, 2025 at 9:00 a.m. Pacific time, and any adjournments or postponements thereof on all matters coming before the meeting. This proxy when properly executed will be voted in the manner directed herein by the undersigned shareholder or, if no direction is indicated, "FOR" each director/trustee nominee in Proposals 1a-1d, "FOR" Proposal 2 and "FOR" Proposal 3 and in accordance with the discretion of the proxies as to any other matter that is properly presented at the Special Meeting(s) of Shareholders. VOTE VIA THE INTERNET: www.proxy-direct.com VOTE VIA THE TELEPHONE: 1-800-337-3503 AFS_34634_081925 PLEASE SIGN, DATE ON THE REVERSE SIDE AND RETURN THE PROXY PROMPTLY USING THE ENCLOSED ENVELOPE. xxxxxxxxxxxxxx code

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THE BOARD OF DIRECTORS/TRUSTEES RECOMMENDS THAT YOU VOTE "FOR" THE PROPOSALS. TO VOTE, MARK BLOCKS BELOW IN BLUE OR BLACK INK AS SHOWN IN THIS EXAMPLE: A Proposals To withhold authority to vote for any individual nominee(s) mark the box "FOR ALL EXCEPT" and write the nominee number(s) on the line provided. 1a. Election of Board Members: 01. Christopher D. Buchbinder 02. Vanessa C. L. Chang 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. John G. Freund 07. Leslie Stone Heisz 08. Sharon I. Meers 09. William L. Robbins 10. Kenneth M. Simril 11. Margaret Spellings 12. Christopher E. Stone 13. Alexandra Trower 14. Paul S. Williams FOR WITHHOLD FOR ALL FOR WITHHOLD FOR ALL ALL ALL EXCEPT ALL ALL EXCEPT 01 Capital Group Core Equity ETF 02 Capital Group Global Growth Equity ETF 1b. Election of Board Members: 01. Gina F. Adams 02. Pramod Atluri 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. Leslie Stone Heisz 07. Merit E. Janow 08. Martin E. Koehler 09. Benjamin R. Miller 10. Josette Sheeran 11. Margaret Spellings 12. Alexandra Trower 13. Paul S. Williams 14. Courtney K. Wolf FOR WITHHOLD FOR ALL FOR WITHHOLD FOR ALL ALL ALL EXCEPT ALL ALL EXCEPT 01 Capital Group Core Bond Completion Fund 02 Capital Group Core Bond ETF 03 Capital Group Core Plus Income ETF 1c. Election of Board Members: 01. Noriko Honda Chen 02. Mathews Cherian 03. John G. Freund 04. Pablo R. González Guajardo 05. Pedro J. Greer, Jr. 06. Merit E. Janow 07. William D. Jones 08. Earl Lewis, Jr. 09. Kenneth M. Simril 10. Christopher E. Stone 11. Kathy J. Williams 12. Amy Zegart FOR WITHHOLD FOR ALL FOR WITHHOLD FOR ALL ALL ALL EXCEPT ALL ALL EXCEPT 01 Capital Group Dividend Growers ETF 02 Capital Group Global Equity ETF 1d. Election of Board Members: 01. Gina F. Adams 02. Charles E. Andrews 03. Joseph J. Bonner 04. Michael C. Camuñez 05. Vanessa C. L. Chang 06. Cecilia V. Estolano 07. Bradford F. Freer 08. Yvonne L. Greenstreet 09. Martin E. Koehler 10. Sharon I. Meers 11. Pascal Millaire 12. William I. Miller 13. Anne-Marie Peterson 14. Josette Sheeran FOR WITHHOLD FOR ALL ALL ALL EXCEPT 01 Capital Group Dividend Value ETF 2. Approve the proposed amendment of the Investment Advisory and Service Agreement to modify the fee schedule. Non-Applicable to your Fund(s) 3. Approve a change in American Funds Tax-Exempt Fund of New York's classification from a "diversified" to a "non-diversified" fund. Non-Applicable to your Fund(s) 4. To consider and act upon any other business as may properly come before each Shareholder Meeting and any adjournments or postponements thereof. IMPORTANT NOTICE REGARDING THE AVAILABILITY OF PROXY MATERIALS FOR THE SPECIAL MEETING(S) OF SHAREHOLDERS TO BE HELD ON NOVEMBER 25, 2025. The Joint Proxy Statement for this meeting is available at: https://www.proxy-direct.com/afs-34634 B Authorized Signatures This section must be completed for your vote to be counted. Sign and Date Below Note: Please sign exactly as your name(s) appear(s) on this proxy card, and date it. When shares are held jointly, each holder should sign. When signing as attorney, executor, administrator, trustee, guardian, officer of corporation or other entity or in another representative capacity, please give the full title under the signature. Date (mm/dd/yyyy) Please print date below Signature 1 Please keep signature within the box Signature 2 Please keep signature within the box / / Scanner bar code xxxxxxxxxxxxxx AFS 34634 xxxxxxxx

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YOUR VOTE IS IMPORTANT PO Box 43131 SCAN The QR code or visit www.proxy-direct.com to vote your shares Providence, RI 02940-3131 LIVE AGENT Call 1-888-615-7476 with any questions. Specialists can assist with voting. Available Monday-Friday from 9 a.m. – 11 p.m. and Saturday 12 p.m. – 6 p.m. ET CALL 1-800-337-3503 Follow the recorded instructions available 24 hours MAIL Vote, Sign and Mail in the enclosed Business Reply Envelope VOTE IN PERSON Attend Shareholder Meeting 333 South Hope Street, Los Angeles, CA 90071, on November 25, 2025 DO NOT TEAR AMERICAN FUNDS AMERICAN FUNDS AMERICAN FUNDS Capital Group Growth ETF Capital Group High Yield Bond ETF Capital Group International Bond ETF (USD-Hedged) Capital Group International Core Equity ETF Capital Group International Equity ETF Capital Group International Focus Equity ETF Capital Group Municipal High-Income ETF Capital Group Municipal Income ETF CAPITAL GROUP / AMERICAN FUNDS - PROXY CARD FOR THE SPECIAL MEETING(S) OF SHAREHOLDERS TO BE HELD ON NOVEMBER 25, 2025 THIS PROXY IS SOLICITED ON BEHALF OF THE BOARD OF DIRECTORS/TRUSTEES The undersigned hereby acknowledges receipt of the Notice of Special Meetings of Shareholders and the accompanying Joint Proxy Statement. The undersigned, revoking all previous proxies, hereby appoints Michael W. Stockton and Joshua R. Diggs, and each of them, his/her true and lawful agents and proxies with full power of substitution to represent and vote on behalf of the undersigned at the Special Shareholders' Meeting of each Fund listed above to be held at the office of Capital Group, 333 South Hope Street, Los Angeles, CA 90071 on November 25, 2025 at 9:00 a.m. Pacific time, and any adjournments or postponements thereof on all matters coming before the meeting. This proxy when properly executed will be voted in the manner directed herein by the undersigned shareholder or, if no direction is indicated, "FOR" each director/trustee nominee in Proposals 1a-1d, "FOR" Proposal 2 and "FOR" Proposal 3 and in accordance with the discretion of the proxies as to any other matter that is properly presented at the Special Meeting(s) of Shareholders. VOTE VIA THE INTERNET: www.proxy-direct.com VOTE VIA THE TELEPHONE: 1-800-337-3503 AFS_34634_081925 PLEASE SIGN, DATE ON THE REVERSE SIDE AND RETURN THE PROXY PROMPTLY USING THE ENCLOSED ENVELOPE. xxxxxxxxxxxxxx code

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THE BOARD OF DIRECTORS/TRUSTEES RECOMMENDS THAT YOU VOTE "FOR" THE PROPOSALS. TO VOTE, MARK BLOCKS BELOW IN BLUE OR BLACK INK AS SHOWN IN THIS EXAMPLE: A Proposals To withhold authority to vote for any individual nominee(s) mark the box "FOR ALL EXCEPT" and write the nominee number(s) on the line provided. 1a. Election of Board Members: 01. Christopher D. Buchbinder 02. Vanessa C. L. Chang 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. John G. Freund 07. Leslie Stone Heisz 08. Sharon I. Meers 09. William L. Robbins 10. Kenneth M. Simril 11. Margaret Spellings 12. Christopher E. Stone 13. Alexandra Trower 14. Paul S. Williams FOR WITHHOLD FOR ALL FOR WITHHOLD FOR ALL ALL ALL EXCEPT ALL ALL EXCEPT 01 Capital Group Growth ETF 02 Capital Group International Focus Equity ETF 1b. Election of Board Members: 01. Gina F. Adams 02. Pramod Atluri 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. Leslie Stone Heisz 07. Merit E. Janow 08. Martin E. Koehler 09. Benjamin R. Miller 10. Josette Sheeran 11. Margaret Spellings 12. Alexandra Trower 13. Paul S. Williams 14. Courtney K. Wolf FOR WITHHOLD FOR ALL FOR WITHHOLD FOR ALL ALL ALL EXCEPT ALL ALL EXCEPT 01 Capital Group High Yield Bond ETF 02 Capital Group International Bond ETF (USD-Hedged) 03 Capital Group Municipal High-Income ETF 04 Capital Group Municipal Income ETF 1c. Election of Board Members: 01. Noriko Honda Chen 02. Mathews Cherian 03. John G. Freund 04. Pablo R. González Guajardo 05. Pedro J. Greer, Jr. 06. Merit E. Janow 07. William D. Jones 08. Earl Lewis, Jr. 09. Kenneth M. Simril 10. Christopher E. Stone 11. Kathy J. Williams 12. Amy Zegart FOR WITHHOLD FOR ALL ALL ALL EXCEPT 01 Capital Group International Equity ETF 1d. Election of Board Members: 01. Gina F. Adams 02. Charles E. Andrews 03. Joseph J. Bonner 04. Michael C. Camuñez 05. Vanessa C. L. Chang 06. Cecilia V. Estolano 07. Bradford F. Freer 08. Yvonne L. Greenstreet 09. Martin E. Koehler 10. Sharon I. Meers 11. Pascal Millaire 12. William I. Miller 13. Anne-Marie Peterson 14. Josette Sheeran FOR WITHHOLD FOR ALL ALL ALL EXCEPT 01 Capital Group International Core Equity ETF 2. Approve the proposed amendment of the Investment Advisory and Service Agreement to modify the fee schedule. Non-Applicable to your Fund(s) 3. Approve a change in American Funds Tax-Exempt Fund of New York's classification from a "diversified" to a "non-diversified" fund. Non-Applicable to your Fund(s) 4. To consider and act upon any other business as may properly come before each Shareholder Meeting and any adjournments or postponements thereof. IMPORTANT NOTICE REGARDING THE AVAILABILITY OF PROXY MATERIALS FOR THE SPECIAL MEETING(S) OF SHAREHOLDERS TO BE HELD ON NOVEMBER 25, 2025. The Joint Proxy Statement for this meeting is available at: https://www.proxy-direct.com/afs-34634 B Authorized Signatures This section must be completed for your vote to be counted. Sign and Date Below Note: Please sign exactly as your name(s) appear(s) on this proxy card, and date it. When shares are held jointly, each holder should sign. When signing as attorney, executor, administrator, trustee, guardian, officer of corporation or other entity or in another representative capacity, please give the full title under the signature. Date (mm/dd/yyyy) Please print date below Signature 1 Please keep signature within the box Signature 2 Please keep signature within the box / / Scanner bar code xxxxxxxxxxxxxx AFS 34634 xxxxxxxx

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YOUR VOTE IS IMPORTANT PO Box 43131 SCAN The QR code or visit www.proxy-direct.com to vote your shares Providence, RI 02940-3131 LIVE AGENT Call 1-888-615-7476 with any questions. Specialists can assist with voting. Available Monday-Friday from 9 a.m. – 11 p.m. and Saturday 12 p.m. – 6 p.m. ET CALL 1-800-337-3503 Follow the recorded instructions available 24 hours MAIL Vote, Sign and Mail in the enclosed Business Reply Envelope VOTE IN PERSON Attend Shareholder Meeting 333 South Hope Street, Los Angeles, CA 90071, on November 25, 2025 DO NOT TEAR AMERICAN FUNDS AMERICAN FUNDS AMERICAN FUNDS Capital Group New Geography Equity ETF Capital Group Short Duration Income ETF Capital Group Short Duration Municipal Income ETF Capital Group U.S. Equity Fund Capital Group U.S. Multi-Sector Income ETF Capital Group Ultra Short Income ETF Capital Income Builder Capital World Bond Fund CAPITAL GROUP / AMERICAN FUNDS - PROXY CARD FOR THE SPECIAL MEETING(S) OF SHAREHOLDERS TO BE HELD ON NOVEMBER 25, 2025 THIS PROXY IS SOLICITED ON BEHALF OF THE BOARD OF DIRECTORS/TRUSTEES The undersigned hereby acknowledges receipt of the Notice of Special Meetings of Shareholders and the accompanying Joint Proxy Statement. The undersigned, revoking all previous proxies, hereby appoints Michael W. Stockton and Joshua R. Diggs, and each of them, his/her true and lawful agents and proxies with full power of substitution to represent and vote on behalf of the undersigned at the Special Shareholders' Meeting of each Fund listed above to be held at the office of Capital Group, 333 South Hope Street, Los Angeles, CA 90071 on November 25, 2025 at 9:00 a.m. Pacific time, and any adjournments or postponements thereof on all matters coming before the meeting. This proxy when properly executed will be voted in the manner directed herein by the undersigned shareholder or, if no direction is indicated, "FOR" each director/trustee nominee in Proposals 1a-1d, "FOR" Proposal 2 and "FOR" Proposal 3 and in accordance with the discretion of the proxies as to any other matter that is properly presented at the Special Meeting(s) of Shareholders. VOTE VIA THE INTERNET: www.proxy-direct.com VOTE VIA THE TELEPHONE: 1-800-337-3503 AFS_34634_081925 PLEASE SIGN, DATE ON THE REVERSE SIDE AND RETURN THE PROXY PROMPTLY USING THE ENCLOSED ENVELOPE. xxxxxxxxxxxxxx code

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THE BOARD OF DIRECTORS/TRUSTEES RECOMMENDS THAT YOU VOTE "FOR" THE PROPOSALS. TO VOTE, MARK BLOCKS BELOW IN BLUE OR BLACK INK AS SHOWN IN THIS EXAMPLE: A Proposals To withhold authority to vote for any individual nominee(s) mark the box "FOR ALL EXCEPT" and write the nominee number(s) on the line provided. 1a. Election of Board Members: 01. Christopher D. Buchbinder 02. Vanessa C. L. Chang 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. John G. Freund 07. Leslie Stone Heisz 08. Sharon I. Meers 09. William L. Robbins 10. Kenneth M. Simril 11. Margaret Spellings 12. Christopher E. Stone 13. Alexandra Trower 14. Paul S. Williams Non-Applicable to your Fund(s) 1b. Election of Board Members: 01. Gina F. Adams 02. Pramod Atluri 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. Leslie Stone Heisz 07. Merit E. Janow 08. Martin E. Koehler 09. Benjamin R. Miller 10. Josette Sheeran 11. Margaret Spellings 12. Alexandra Trower 13. Paul S. Williams 14. Courtney K. Wolf FOR WITHHOLD FOR ALL FOR WITHHOLD FOR ALL ALL ALL EXCEPT ALL ALL EXCEPT 01 Capital Group Short Duration Income ETF 02 Capital Group Short Duration Municipal Income ETF 03 Capital Group U.S. Multi-Sector Income ETF 04 Capital Group Ultra Short Income ETF 05 Capital World Bond Fund 1c. Election of Board Members: 01. Noriko Honda Chen 02. Mathews Cherian 03. John G. Freund 04. Pablo R. González Guajardo 05. Pedro J. Greer, Jr. 06. Merit E. Janow 07. William D. Jones 08. Earl Lewis, Jr. 09. Kenneth M. Simril 10. Christopher E. Stone 11. Kathy J. Williams 12. Amy Zegart FOR WITHHOLD FOR ALL FOR WITHHOLD FOR ALL ALL ALL EXCEPT ALL ALL EXCEPT 01 Capital Group U.S. Equity Fund 02 Capital Income Builder 1d. Election of Board Members: 01. Gina F. Adams 02. Charles E. Andrews 03. Joseph J. Bonner 04. Michael C. Camuñez 05. Vanessa C. L. Chang 06. Cecilia V. Estolano 07. Bradford F. Freer 08. Yvonne L. Greenstreet 09. Martin E. Koehler 10. Sharon I. Meers 11. Pascal Millaire 12. William I. Miller 13. Anne-Marie Peterson 14. Josette Sheeran FOR WITHHOLD FOR ALL ALL ALL EXCEPT 01 Capital Group New Geography Equity ETF 2. Approve the proposed amendment of the Investment Advisory and Service Agreement to modify the fee schedule. Non-Applicable to your Fund(s) 3. Approve a change in American Funds Tax-Exempt Fund of New York's classification from a "diversified" to a "non-diversified" fund. Non-Applicable to your Fund(s) 4. To consider and act upon any other business as may properly come before each Shareholder Meeting and any adjournments or postponements thereof. IMPORTANT NOTICE REGARDING THE AVAILABILITY OF PROXY MATERIALS FOR THE SPECIAL MEETING(S) OF SHAREHOLDERS TO BE HELD ON NOVEMBER 25, 2025. The Joint Proxy Statement for this meeting is available at: https://www.proxy-direct.com/afs-34634 B Authorized Signatures This section must be completed for your vote to be counted. Sign and Date Below Note: Please sign exactly as your name(s) appear(s) on this proxy card, and date it. When shares are held jointly, each holder should sign. When signing as attorney, executor, administrator, trustee, guardian, officer of corporation or other entity or in another representative capacity, please give the full title under the signature. Date (mm/dd/yyyy) Please print date below Signature 1 Please keep signature within the box Signature 2 Please keep signature within the box / / Scanner bar code xxxxxxxxxxxxxx AFS 34634 xxxxxxxx

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YOUR VOTE IS IMPORTANT PO Box 43131 SCAN The QR code or visit www.proxy-direct.com to vote your shares Providence, RI 02940-3131 LIVE AGENT Call 1-888-615-7476 with any questions. Specialists can assist with voting. Available Monday-Friday from 9 a.m. – 11 p.m. and Saturday 12 p.m. – 6 p.m. ET CALL 1-800-337-3503 Follow the recorded instructions available 24 hours MAIL Vote, Sign and Mail in the enclosed Business Reply Envelope VOTE IN PERSON Attend Shareholder Meeting 333 South Hope Street, Los Angeles, CA 90071, on November 25, 2025 DO NOT TEAR AMERICAN FUNDS AMERICAN FUNDS AMERICAN FUNDS Capital World Growth and Income Fund Conservative Growth and Income Portfolio Emerging Markets Equities Fund, Inc. EUPAC Fund American Funds Fundamental Investors Global Growth Portfolio Growth and Income Portfolio The Growth Fund of America CAPITAL GROUP / AMERICAN FUNDS - PROXY CARD FOR THE SPECIAL MEETING(S) OF SHAREHOLDERS TO BE HELD ON NOVEMBER 25, 2025 THIS PROXY IS SOLICITED ON BEHALF OF THE BOARD OF DIRECTORS/TRUSTEES The undersigned hereby acknowledges receipt of the Notice of Special Meetings of Shareholders and the accompanying Joint Proxy Statement. The undersigned, revoking all previous proxies, hereby appoints Michael W. Stockton and Joshua R. Diggs, and each of them, his/her true and lawful agents and proxies with full power of substitution to represent and vote on behalf of the undersigned at the Special Shareholders' Meeting of each Fund listed above to be held at the office of Capital Group, 333 South Hope Street, Los Angeles, CA 90071 on November 25, 2025 at 9:00 a.m. Pacific time, and any adjournments or postponements thereof on all matters coming before the meeting. This proxy when properly executed will be voted in the manner directed herein by the undersigned shareholder or, if no direction is indicated, "FOR" each director/trustee nominee in Proposals 1a-1d, "FOR" Proposal 2 and "FOR" Proposal 3 and in accordance with the discretion of the proxies as to any other matter that is properly presented at the Special Meeting(s) of Shareholders. VOTE VIA THE INTERNET: www.proxy-direct.com VOTE VIA THE TELEPHONE: 1-800-337-3503 AFS_34634_081925 PLEASE SIGN, DATE ON THE REVERSE SIDE AND RETURN THE PROXY PROMPTLY USING THE ENCLOSED ENVELOPE. xxxxxxxxxxxxxx code

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THE BOARD OF DIRECTORS/TRUSTEES RECOMMENDS THAT YOU VOTE "FOR" THE PROPOSALS. TO VOTE, MARK BLOCKS BELOW IN BLUE OR BLACK INK AS SHOWN IN THIS EXAMPLE: A Proposals To withhold authority to vote for any individual nominee(s) mark the box "FOR ALL EXCEPT" and write the nominee number(s) on the line provided. 1a. Election of Board Members: 01. Christopher D. Buchbinder 02. Vanessa C. L. Chang 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. John G. Freund 07. Leslie Stone Heisz 08. Sharon I. Meers 09. William L. Robbins 10. Kenneth M. Simril 11. Margaret Spellings 12. Christopher E. Stone 13. Alexandra Trower 14. Paul S. Williams FOR WITHHOLD FOR ALL FOR WITHHOLD FOR ALL ALL ALL EXCEPT ALL ALL EXCEPT 01 Conservative Growth and Income Portfolio 02 Global Growth Portfolio 03 Growth and Income Portfolio 1b. Election of Board Members: 01. Gina F. Adams 02. Pramod Atluri 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. Leslie Stone Heisz 07. Merit E. Janow 08. Martin E. Koehler 09. Benjamin R. Miller 10. Josette Sheeran 11. Margaret Spellings 12. Alexandra Trower 13. Paul S. Williams 14. Courtney K. Wolf Non-Applicable to your Fund(s) 1c. Election of Board Members: 01. Noriko Honda Chen 02. Mathews Cherian 03. John G. Freund 04. Pablo R. González Guajardo 05. Pedro J. Greer, Jr. 06. Merit E. Janow 07. William D. Jones 08. Earl Lewis, Jr. 09. Kenneth M. Simril 10. Christopher E. Stone 11. Kathy J. Williams 12. Amy Zegart FOR WITHHOLD FOR ALL FOR WITHHOLD FOR ALL ALL ALL EXCEPT ALL ALL EXCEPT 01 Capital World Growth and Income Fund 02 Emerging Markets Equities Fund, Inc. 1d. Election of Board Members: 01. Gina F. Adams 02. Charles E. Andrews 03. Joseph J. Bonner 04. Michael C. Camuñez 05. Vanessa C. L. Chang 06. Cecilia V. Estolano 07. Bradford F. Freer 08. Yvonne L. Greenstreet 09. Martin E. Koehler 10. Sharon I. Meers 11. Pascal Millaire 12. William I. Miller 13. Anne-Marie Peterson 14. Josette Sheeran FOR WITHHOLD FOR ALL FOR WITHHOLD FOR ALL ALL ALL EXCEPT ALL ALL EXCEPT 01 EUPAC Fund 02 American Funds Fundamental Investors 03 The Growth Fund of America 2. Approve the proposed amendment of the Investment Advisory and Service Agreement to modify the fee schedule. Non-Applicable to your Fund(s) 3. Approve a change in American Funds Tax-Exempt Fund of New York's classification from a "diversified" to a "non-diversified" fund. Non-Applicable to your Fund(s) 4. To consider and act upon any other business as may properly come before each Shareholder Meeting and any adjournments or postponements thereof. IMPORTANT NOTICE REGARDING THE AVAILABILITY OF PROXY MATERIALS FOR THE SPECIAL MEETING(S) OF SHAREHOLDERS TO BE HELD ON NOVEMBER 25, 2025. The Joint Proxy Statement for this meeting is available at: https://www.proxy-direct.com/afs-34634 B Authorized Signatures This section must be completed for your vote to be counted. Sign and Date Below Note: Please sign exactly as your name(s) appear(s) on this proxy card, and date it. When shares are held jointly, each holder should sign. When signing as attorney, executor, administrator, trustee, guardian, officer of corporation or other entity or in another representative capacity, please give the full title under the signature. Date (mm/dd/yyyy) Please print date below Signature 1 Please keep signature within the box Signature 2 Please keep signature within the box / / Scanner bar code xxxxxxxxxxxxxx AFS 34634 xxxxxxxx

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YOUR VOTE IS IMPORTANT PO Box 43131 SCAN The QR code or visit www.proxy-direct.com to vote your shares Providence, RI 02940-3131 LIVE AGENT Call 1-888-615-7476 with any questions. Specialists can assist with voting. Available Monday-Friday from 9 a.m. – 11 p.m. and Saturday 12 p.m. – 6 p.m. ET CALL 1-800-337-3503 Follow the recorded instructions available 24 hours MAIL Vote, Sign and Mail in the enclosed Business Reply Envelope VOTE IN PERSON Attend Shareholder Meeting 333 South Hope Street, Los Angeles, CA 90071, on November 25, 2025 DO NOT TEAR AMERICAN FUNDS AMERICAN FUNDS AMERICAN FUNDS Growth Portfolio The Income Fund of America Intermediate Bond Fund of America International Growth and Income Fund The Investment Company of America Limited Term Tax-Exempt Bond Fund of America Moderate Growth and Income Portfolio The New Economy Fund CAPITAL GROUP / AMERICAN FUNDS - PROXY CARD FOR THE SPECIAL MEETING(S) OF SHAREHOLDERS TO BE HELD ON NOVEMBER 25, 2025 THIS PROXY IS SOLICITED ON BEHALF OF THE BOARD OF DIRECTORS/TRUSTEES The undersigned hereby acknowledges receipt of the Notice of Special Meetings of Shareholders and the accompanying Joint Proxy Statement. The undersigned, revoking all previous proxies, hereby appoints Michael W. Stockton and Joshua R. Diggs, and each of them, his/her true and lawful agents and proxies with full power of substitution to represent and vote on behalf of the undersigned at the Special Shareholders' Meeting of each Fund listed above to be held at the office of Capital Group, 333 South Hope Street, Los Angeles, CA 90071 on November 25, 2025 at 9:00 a.m. Pacific time, and any adjournments or postponements thereof on all matters coming before the meeting. This proxy when properly executed will be voted in the manner directed herein by the undersigned shareholder or, if no direction is indicated, "FOR" each director/trustee nominee in Proposals 1a-1d, "FOR" Proposal 2 and "FOR" Proposal 3 and in accordance with the discretion of the proxies as to any other matter that is properly presented at the Special Meeting(s) of Shareholders. VOTE VIA THE INTERNET: www.proxy-direct.com VOTE VIA THE TELEPHONE: 1-800-337-3503 AFS_34634_081925 PLEASE SIGN, DATE ON THE REVERSE SIDE AND RETURN THE PROXY PROMPTLY USING THE ENCLOSED ENVELOPE. xxxxxxxxxxxxxx code

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THE BOARD OF DIRECTORS/TRUSTEES RECOMMENDS THAT YOU VOTE "FOR" THE PROPOSALS. TO VOTE, MARK BLOCKS BELOW IN BLUE OR BLACK INK AS SHOWN IN THIS EXAMPLE: A Proposals To withhold authority to vote for any individual nominee(s) mark the box "FOR ALL EXCEPT" and write the nominee number(s) on the line provided. 1a. Election of Board Members: 01. Christopher D. Buchbinder 02. Vanessa C. L. Chang 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. John G. Freund 07. Leslie Stone Heisz 08. Sharon I. Meers 09. William L. Robbins 10. Kenneth M. Simril 11. Margaret Spellings 12. Christopher E. Stone 13. Alexandra Trower 14. Paul S. Williams FOR WITHHOLD FOR ALL FOR WITHHOLD FOR ALL ALL ALL EXCEPT ALL ALL EXCEPT 01 Growth Portfolio 02 Moderate Growth and Income Portfolio 1b. Election of Board Members: 01. Gina F. Adams 02. Pramod Atluri 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. Leslie Stone Heisz 07. Merit E. Janow 08. Martin E. Koehler 09. Benjamin R. Miller 10. Josette Sheeran 11. Margaret Spellings 12. Alexandra Trower 13. Paul S. Williams 14. Courtney K. Wolf FOR WITHHOLD FOR ALL FOR WITHHOLD FOR ALL ALL ALL EXCEPT ALL ALL EXCEPT 01 Intermediate Bond Fund of America 02 Limited Term Tax-Exempt Bond Fund of America 1c. Election of Board Members: 01. Noriko Honda Chen 02. Mathews Cherian 03. John G. Freund 04. Pablo R. González Guajardo 05. Pedro J. Greer, Jr. 06. Merit E. Janow 07. William D. Jones 08. Earl Lewis, Jr. 09. Kenneth M. Simril 10. Christopher E. Stone 11. Kathy J. Williams 12. Amy Zegart FOR WITHHOLD FOR ALL FOR WITHHOLD FOR ALL ALL ALL EXCEPT ALL ALL EXCEPT 01 The Investment Company of America 02 The New Economy Fund 1d. Election of Board Members: 01. Gina F. Adams 02. Charles E. Andrews 03. Joseph J. Bonner 04. Michael C. Camuñez 05. Vanessa C. L. Chang 06. Cecilia V. Estolano 07. Bradford F. Freer 08. Yvonne L. Greenstreet 09. Martin E. Koehler 10. Sharon I. Meers 11. Pascal Millaire 12. William I. Miller 13. Anne-Marie Peterson 14. Josette Sheeran FOR WITHHOLD FOR ALL FOR WITHHOLD FOR ALL ALL ALL EXCEPT ALL ALL EXCEPT 01 The Income Fund of America 02 International Growth and Income Fund 2. Approve the proposed amendment of the Investment Advisory and Service Agreement to modify the fee schedule. FOR AGAINST ABSTAIN FOR AGAINST ABSTAIN 01 Intermediate Bond Fund of America 02 Limited Term Tax-Exempt Bond Fund of America 3. Approve a change in American Funds Tax-Exempt Fund of New York's classification from a "diversified" to a "non-diversified" fund. Non-Applicable to your Fund(s) 4. To consider and act upon any other business as may properly come before each Shareholder Meeting and any adjournments or postponements thereof. IMPORTANT NOTICE REGARDING THE AVAILABILITY OF PROXY MATERIALS FOR THE SPECIAL MEETING(S) OF SHAREHOLDERS TO BE HELD ON NOVEMBER 25, 2025. The Joint Proxy Statement for this meeting is available at: https://www.proxy-direct.com/afs-34634 B Authorized Signatures This section must be completed for your vote to be counted. Sign and Date Below Note: Please sign exactly as your name(s) appear(s) on this proxy card, and date it. When shares are held jointly, each holder should sign. When signing as attorney, executor, administrator, trustee, guardian, officer of corporation or other entity or in another representative capacity, please give the full title under the signature. Date (mm/dd/yyyy) Please print date below Signature 1 Please keep signature within the box Signature 2 Please keep signature within the box / / Scanner bar code xxxxxxxxxxxxxx AFS 34634 xxxxxxxx

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YOUR VOTE IS IMPORTANT PO Box 43131 SCAN The QR code or visit www.proxy-direct.com to vote your shares Providence, RI 02940-3131 LIVE AGENT Call 1-888-615-7476 with any questions. Specialists can assist with voting. Available Monday-Friday from 9 a.m. – 11 p.m. and Saturday 12 p.m. – 6 p.m. ET CALL 1-800-337-3503 Follow the recorded instructions available 24 hours MAIL Vote, Sign and Mail in the enclosed Business Reply Envelope VOTE IN PERSON Attend Shareholder Meeting 333 South Hope Street, Los Angeles, CA 90071, on November 25, 2025 DO NOT TEAR AMERICAN FUNDS AMERICAN FUNDS AMERICAN FUNDS New Perspective Fund New World Fund, Inc. Preservation Portfolio Short-Term Bond Fund of America SMALLCAP World Fund, Inc. Tax Exempt Preservation Portfolio Tax-Aware Conservative Growth and Income Portfolio The Tax-Exempt Bond Fund of America CAPITAL GROUP / AMERICAN FUNDS - PROXY CARD FOR THE SPECIAL MEETING(S) OF SHAREHOLDERS TO BE HELD ON NOVEMBER 25, 2025 THIS PROXY IS SOLICITED ON BEHALF OF THE BOARD OF DIRECTORS/TRUSTEES The undersigned hereby acknowledges receipt of the Notice of Special Meetings of Shareholders and the accompanying Joint Proxy Statement. The undersigned, revoking all previous proxies, hereby appoints Michael W. Stockton and Joshua R. Diggs, and each of them, his/her true and lawful agents and proxies with full power of substitution to represent and vote on behalf of the undersigned at the Special Shareholders' Meeting of each Fund listed above to be held at the office of Capital Group, 333 South Hope Street, Los Angeles, CA 90071 on November 25, 2025 at 9:00 a.m. Pacific time, and any adjournments or postponements thereof on all matters coming before the meeting. This proxy when properly executed will be voted in the manner directed herein by the undersigned shareholder or, if no direction is indicated, "FOR" each director/trustee nominee in Proposals 1a-1d, "FOR" Proposal 2 and "FOR" Proposal 3 and in accordance with the discretion of the proxies as to any other matter that is properly presented at the Special Meeting(s) of Shareholders. VOTE VIA THE INTERNET: www.proxy-direct.com VOTE VIA THE TELEPHONE: 1-800-337-3503 AFS_34634_081925 PLEASE SIGN, DATE ON THE REVERSE SIDE AND RETURN THE PROXY PROMPTLY USING THE ENCLOSED ENVELOPE. xxxxxxxxxxxxxx code

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THE BOARD OF DIRECTORS/TRUSTEES RECOMMENDS THAT YOU VOTE "FOR" THE PROPOSALS. TO VOTE, MARK BLOCKS BELOW IN BLUE OR BLACK INK AS SHOWN IN THIS EXAMPLE: A Proposals To withhold authority to vote for any individual nominee(s) mark the box "FOR ALL EXCEPT" and write the nominee number(s) on the line provided. 1a. Election of Board Members: 01. Christopher D. Buchbinder 02. Vanessa C. L. Chang 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. John G. Freund 07. Leslie Stone Heisz 08. Sharon I. Meers 09. William L. Robbins 10. Kenneth M. Simril 11. Margaret Spellings 12. Christopher E. Stone 13. Alexandra Trower 14. Paul S. Williams FOR WITHHOLD FOR ALL FOR WITHHOLD FOR ALL ALL ALL EXCEPT ALL ALL EXCEPT 01 Preservation Portfolio 02 Tax Exempt Preservation Portfolio 03 Tax-Aware Conservative Growth and Income Portfolio 1b. Election of Board Members: 01. Gina F. Adams 02. Pramod Atluri 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. Leslie Stone Heisz 07. Merit E. Janow 08. Martin E. Koehler 09. Benjamin R. Miller 10. Josette Sheeran 11. Margaret Spellings 12. Alexandra Trower 13. Paul S. Williams 14. Courtney K. Wolf FOR WITHHOLD FOR ALL FOR WITHHOLD FOR ALL ALL ALL EXCEPT ALL ALL EXCEPT 01 Short-Term Bond Fund of America 02 The Tax-Exempt Bond Fund of America 1c. Election of Board Members: 01. Noriko Honda Chen 02. Mathews Cherian 03. John G. Freund 04. Pablo R. González Guajardo 05. Pedro J. Greer, Jr. 06. Merit E. Janow 07. William D. Jones 08. Earl Lewis, Jr. 09. Kenneth M. Simril 10. Christopher E. Stone 11. Kathy J. Williams 12. Amy Zegart Non-Applicable to your Fund(s) 1d. Election of Board Members: 01. Gina F. Adams 02. Charles E. Andrews 03. Joseph J. Bonner 04. Michael C. Camuñez 05. Vanessa C. L. Chang 06. Cecilia V. Estolano 07. Bradford F. Freer 08. Yvonne L. Greenstreet 09. Martin E. Koehler 10. Sharon I. Meers 11. Pascal Millaire 12. William I. Miller 13. Anne-Marie Peterson 14. Josette Sheeran FOR WITHHOLD FOR ALL FOR WITHHOLD FOR ALL ALL ALL EXCEPT ALL ALL EXCEPT 01 New Perspective Fund 02 New World Fund, Inc. 03 SMALLCAP World Fund, Inc. 2. Approve the proposed amendment of the Investment Advisory and Service Agreement to modify the fee schedule. FOR AGAINST ABSTAIN 01 The Tax-Exempt Bond Fund of America 3. Approve a change in American Funds Tax-Exempt Fund of New York's classification from a "diversified" to a "non-diversified" fund. Non-Applicable to your Fund(s) 4. To consider and act upon any other business as may properly come before each Shareholder Meeting and any adjournments or postponements thereof. IMPORTANT NOTICE REGARDING THE AVAILABILITY OF PROXY MATERIALS FOR THE SPECIAL MEETING(S) OF SHAREHOLDERS TO BE HELD ON NOVEMBER 25, 2025. The Joint Proxy Statement for this meeting is available at: https://www.proxy-direct.com/afs-34634 B Authorized Signatures This section must be completed for your vote to be counted. Sign and Date Below Note: Please sign exactly as your name(s) appear(s) on this proxy card, and date it. When shares are held jointly, each holder should sign. When signing as attorney, executor, administrator, trustee, guardian, officer of corporation or other entity or in another representative capacity, please give the full title under the signature. Date (mm/dd/yyyy) Please print date below Signature 1 Please keep signature within the box Signature 2 Please keep signature within the box / / Scanner bar code xxxxxxxxxxxxxx AFS 34634 xxxxxxxx

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YOUR VOTE IS IMPORTANT PO Box 43131 Providence, RI 02940-3131 AMERICAN FUNDS AMERICAN FUNDS AMERICAN FUNDS The Tax-Exempt Fund of California U.S. Government Securities Fund Washington Mutual Investors Fund CAPITAL GROUP / AMERICAN FUNDS - PROXY CARD FOR THE SPECIAL MEETING(S) OF SHAREHOLDERS TO BE HELD ON NOVEMBER 25, 2025 THIS PROXY IS SOLICITED ON BEHALF OF THE BOARD OF DIRECTORS/TRUSTEES The undersigned hereby acknowledges receipt of the Notice of Special Meetings of Shareholders and the accompanying Joint Proxy Statement. The undersigned, revoking all previous proxies, hereby appoints Michael W. Stockton and Joshua R. Diggs, and each of them, his/her true and lawful agents and proxies with full power of substitution to represent and vote on behalf of the undersigned at the Special Shareholders' Meeting of each Fund listed above to be held at the office of Capital Group, 333 South Hope Street, Los Angeles, CA 90071 on November 25, 2025 at 9:00 a.m. Pacific time, and any adjournments or postponements thereof on all matters coming before the meeting. This proxy when properly executed will be voted in the manner directed herein by the undersigned shareholder or, if no direction is indicated, "FOR" each director/trustee nominee in Proposals 1a-1d, "FOR" Proposal 2 and "FOR" Proposal 3 and in accordance with the discretion of the proxies as to any other matter that is properly presented at the Special Meeting(s) of Shareholders. VOTE VIA THE INTERNET: www.proxy-direct.com VOTE VIA THE TELEPHONE: 1-800-337-3503 AFS_34634_081925 PLEASE SIGN, DATE ON THE REVERSE SIDE AND RETURN THE PROXY PROMPTLY USING THE ENCLOSED ENVELOPE. xxxxxxxxxxxxxx code MAIL Vote, Sign and Mail in the enclosed Business Reply Envelope SCAN The QR code or visit www.proxy-direct.com to vote your shares CALL 1-800-337-3503 Follow the recorded instructions available 24 hours DO NOT TEAR LIVE AGENT Call 1-888-615-7476 with any questions. Specialists can assist with voting. Available Monday-Friday from 9 a.m. – 11 p.m. and Saturday 12 p.m. – 6 p.m. ET VOTE IN PERSON Attend Shareholder Meeting 333 South Hope Street, Los Angeles, CA 90071, on November 25, 2025

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THE BOARD OF DIRECTORS/TRUSTEES RECOMMENDS THAT YOU VOTE "FOR" THE PROPOSALS. TO VOTE, MARK BLOCKS BELOW IN BLUE OR BLACK INK AS SHOWN IN THIS EXAMPLE: A Proposals To withhold authority to vote for any individual nominee(s) mark the box "FOR ALL EXCEPT" and write the nominee number(s) on the line provided. 1a. Election of Board Members: 01. Christopher D. Buchbinder 02. Vanessa C. L. Chang 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. John G. Freund 07. Leslie Stone Heisz 08. Sharon I. Meers 09. William L. Robbins 10. Kenneth M. Simril 11. Margaret Spellings 12. Christopher E. Stone 13. Alexandra Trower 14. Paul S. Williams Non-Applicable to your Fund(s) 1b. Election of Board Members: 01. Gina F. Adams 02. Pramod Atluri 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. Leslie Stone Heisz 07. Merit E. Janow 08. Martin E. Koehler 09. Benjamin R. Miller 10. Josette Sheeran 11. Margaret Spellings 12. Alexandra Trower 13. Paul S. Williams 14. Courtney K. Wolf FOR WITHHOLD FOR ALL FOR WITHHOLD FOR ALL ALL ALL EXCEPT ALL ALL EXCEPT 01 The Tax-Exempt Fund of California 02 U.S. Government Securities Fund 1c. Election of Board Members: 01. Noriko Honda Chen 02. Mathews Cherian 03. John G. Freund 04. Pablo R. González Guajardo 05. Pedro J. Greer, Jr. 06. Merit E. Janow 07. William D. Jones 08. Earl Lewis, Jr. 09. Kenneth M. Simril 10. Christopher E. Stone 11. Kathy J. Williams 12. Amy Zegart Non-Applicable to your Fund(s) 1d. Election of Board Members: 01. Gina F. Adams 02. Charles E. Andrews 03. Joseph J. Bonner 04. Michael C. Camuñez 05. Vanessa C. L. Chang 06. Cecilia V. Estolano 07. Bradford F. Freer 08. Yvonne L. Greenstreet 09. Martin E. Koehler 10. Sharon I. Meers 11. Pascal Millaire 12. William I. Miller 13. Anne-Marie Peterson 14. Josette Sheeran FOR WITHHOLD FOR ALL ALL ALL EXCEPT 01 Washington Mutual Investors Fund 2. Approve the proposed amendment of the Investment Advisory and Service Agreement to modify the fee schedule. FOR AGAINST ABSTAIN FOR AGAINST ABSTAIN 01 The Tax-Exempt Fund of California 02 U.S. Government Securities Fund 3. Approve a change in American Funds Tax-Exempt Fund of New York's classification from a "diversified" to a "non-diversified" fund. Non-Applicable to your Fund(s) 4. To consider and act upon any other business as may properly come before each Shareholder Meeting and any adjournments or postponements thereof. IMPORTANT NOTICE REGARDING THE AVAILABILITY OF PROXY MATERIALS FOR THE SPECIAL MEETING(S) OF SHAREHOLDERS TO BE HELD ON NOVEMBER 25, 2025. The Joint Proxy Statement for this meeting is available at: https://www.proxy-direct.com/afs-34634 B Authorized Signatures This section must be completed for your vote to be counted. Sign and Date Below Note: Please sign exactly as your name(s) appear(s) on this proxy card, and date it. When shares are held jointly, each holder should sign. When signing as attorney, executor, administrator, trustee, guardian, officer of corporation or other entity or in another representative capacity, please give the full title under the signature. Date (mm/dd/yyyy) Please print date below Signature 1 Please keep signature within the box Signature 2 Please keep signature within the box / / Scanner bar code xxxxxxxxxxxxxx AFS 34634 xxxxxxxx

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PO Box 43131 Providence, RI 02940-3131 SCAN the QR code to access your materials without entering a Control Number or Security Code. The meeting will be held at 333 South Hope Street, Los Angeles, CA 90071, on November 25, 2025, at 9:00 a.m. (Pacific Time). Important Notice Regarding the Availability of Proxy Materials for CAPITAL GROUP / AMERICAN FUNDS Shareholder Meeting to be held on November 25, 2025 Under Securities and Exchange Commission rules, you are receiving this notice that the proxy materials for the special shareholders' meeting are available on the Internet. Follow the instructions below to view the material and vote online or request a copy. The items to be voted on at the special meeting are on the reverse side. Your vote is important! This communication is NOT a form for voting and presents only an overview of the more complete proxy materials that are available to you on the Internet. We encourage you to access and review all the important information contained in the proxy materials before voting. To view your proxy materials, go to the website and enter your login details below. https://www.proxy-direct.com/afs-34634 XXX XXXX XXXX XXX XXXX XXXX Easy Online Access – View your proxy materials and vote Step 1: Go to https://www.proxy-direct.com/afs-34634 Step 2: Login using your Control Number and Security Code Step 3: Click on the "View Materials" Link Step 4: Vote your shares On this website, you can also set Future Delivery Preferences or request a paper copy of the materials. There is no charge to you for requesting a copy. Please make your request as soon as possible but no later than 10 days before the meeting to facilitate timely delivery.

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AMERICAN FUNDS AMERICAN FUNDS AMERICAN FUNDS American Funds 2040 Target Date Retirement Fund American Funds 2045 Target Date Retirement Fund American Funds 2050 Target Date Retirement Fund American Funds 2055 Target Date Retirement Fund American Funds 2060 Target Date Retirement Fund American Funds 2065 Target Date Retirement Fund American Funds 2070 Target Date Retirement Fund American Funds College 2027 Fund The Board of Directors/Trustees recommends that you vote "FOR" the proposals. The following matters will be considered at the Meeting: 1a. Election of Board Members: 01. Christopher D. Buchbinder 02. Vanessa C. L. Chang 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. John G. Freund 07. Leslie Stone Heisz 08. Sharon I. Meers 09. William L. Robbins 10. Kenneth M. Simril 11. Margaret Spellings 12. Christopher E. Stone 13. Alexandra Trower 14. Paul S. Williams 1b. Election of Board Members: 01. Gina F. Adams 02. Pramod Atluri 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. Leslie Stone Heisz 07. Merit E. Janow 08. Martin E. Koehler 09. Benjamin R. Miller 10. Josette Sheeran 11. Margaret Spellings 12. Alexandra Trower 13. Paul S. Williams 14. Courtney K. Wolf 1c. Election of Board Members: 01. Noriko Honda Chen 02. Mathews Cherian 03. John G. Freund 04. Pablo R. González Guajardo 05. Pedro J. Greer, Jr. 06. Merit E. Janow 07. William D. Jones 08. Earl Lewis, Jr. 09. Kenneth M. Simril 10. Christopher E. Stone 11. Kathy J. Williams 12. Amy Zegart 1d. Election of Board Members: 01. Gina F. Adams 02. Charles E. Andrews 03. Joseph J. Bonner 04. Michael C. Camuñez 05. Vanessa C. L. Chang 06. Cecilia V. Estolano 07. Bradford F. Freer 08. Yvonne L. Greenstreet 09. Martin E. Koehler 10. Sharon I. Meers 11. Pascal Millaire 12. William I. Miller 13. Anne-Marie Peterson 14. Josette Sheeran 2. Approve the proposed amendment of the Investment Advisory and Service Agreement to modify the fee schedule. 3. Approve a change in American Funds Tax-Exempt Fund of New York's classification from a "diversified" to a "non-diversified" fund. 4 . To consider and act upon any other business as may properly come before each Shareholder Meeting and any adjournments or postponements thereof. ONLINE MATERIAL ACCESS AND PAPER COPY REQUESTS CAN ALSO BE MADE UTILIZING ONE OF THE METHODS BELOW. YOU CAN ALSO USE ONE OF THESE METHODS TO ELECT A PERMANENT DELIVERY PREFERENCE FOR FUTURE MEETINGS. PLEASE STATE YOUR 14-DIGIT CONTROL NUMBER AND 8-DIGIT SECURITY CODE WHEN MAKING A REQUEST. TELEPHONE REQUESTS CALL 1-877-816-5331 E-MAIL REQUESTS AT: proxymaterials@computershare.com

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PO Box 43131 Providence, RI 02940-3131 SCAN the QR code to access your materials without entering a Control Number or Security Code. The meeting will be held at 333 South Hope Street, Los Angeles, CA 90071, on November 25, 2025, at 9:00 a.m. (Pacific Time). Important Notice Regarding the Availability of Proxy Materials for CAPITAL GROUP / AMERICAN FUNDS Shareholder Meeting to be held on November 25, 2025 Under Securities and Exchange Commission rules, you are receiving this notice that the proxy materials for the special shareholders' meeting are available on the Internet. Follow the instructions below to view the material and vote online or request a copy. The items to be voted on at the special meeting are on the reverse side. Your vote is important! This communication is NOT a form for voting and presents only an overview of the more complete proxy materials that are available to you on the Internet. We encourage you to access and review all the important information contained in the proxy materials before voting. To view your proxy materials, go to the website and enter your login details below. https://www.proxy-direct.com/afs-34634 XXX XXXX XXXX XXX XXXX XXXX Easy Online Access – View your proxy materials and vote Step 1: Go to https://www.proxy-direct.com/afs-34634 Step 2: Login using your Control Number and Security Code Step 3: Click on the "View Materials" Link Step 4: Vote your shares On this website, you can also set Future Delivery Preferences or request a paper copy of the materials. There is no charge to you for requesting a copy. Please make your request as soon as possible but no later than 10 days before the meeting to facilitate timely delivery.

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AMERICAN FUNDS AMERICAN FUNDS AMERICAN FUNDS American Funds 2040 Target Date Retirement Fund American Funds 2045 Target Date Retirement Fund American Funds 2050 Target Date Retirement Fund American Funds 2055 Target Date Retirement Fund American Funds 2060 Target Date Retirement Fund American Funds 2065 Target Date Retirement Fund American Funds 2070 Target Date Retirement Fund American Funds College 2027 Fund The Board of Directors/Trustees recommends that you vote "FOR" the proposals. The following matters will be considered at the Meeting: 1a. Election of Board Members: 01. Christopher D. Buchbinder 02. Vanessa C. L. Chang 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. John G. Freund 07. Leslie Stone Heisz 08. Sharon I. Meers 09. William L. Robbins 10. Kenneth M. Simril 11. Margaret Spellings 12. Christopher E. Stone 13. Alexandra Trower 14. Paul S. Williams 1b. Election of Board Members: 01. Gina F. Adams 02. Pramod Atluri 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. Leslie Stone Heisz 07. Merit E. Janow 08. Martin E. Koehler 09. Benjamin R. Miller 10. Josette Sheeran 11. Margaret Spellings 12. Alexandra Trower 13. Paul S. Williams 14. Courtney K. Wolf 1c. Election of Board Members: 01. Noriko Honda Chen 02. Mathews Cherian 03. John G. Freund 04. Pablo R. González Guajardo 05. Pedro J. Greer, Jr. 06. Merit E. Janow 07. William D. Jones 08. Earl Lewis, Jr. 09. Kenneth M. Simril 10. Christopher E. Stone 11. Kathy J. Williams 12. Amy Zegart 1d. Election of Board Members: 01. Gina F. Adams 02. Charles E. Andrews 03. Joseph J. Bonner 04. Michael C. Camuñez 05. Vanessa C. L. Chang 06. Cecilia V. Estolano 07. Bradford F. Freer 08. Yvonne L. Greenstreet 09. Martin E. Koehler 10. Sharon I. Meers 11. Pascal Millaire 12. William I. Miller 13. Anne-Marie Peterson 14. Josette Sheeran 2. Approve the proposed amendment of the Investment Advisory and Service Agreement to modify the fee schedule. 3. Approve a change in American Funds Tax-Exempt Fund of New York's classification from a "diversified" to a "non-diversified" fund. 4 . To consider and act upon any other business as may properly come before each Shareholder Meeting and any adjournments or postponements thereof. ONLINE MATERIAL ACCESS AND PAPER COPY REQUESTS CAN ALSO BE MADE UTILIZING ONE OF THE METHODS BELOW. YOU CAN ALSO USE ONE OF THESE METHODS TO ELECT A PERMANENT DELIVERY PREFERENCE FOR FUTURE MEETINGS. PLEASE STATE YOUR 14-DIGIT CONTROL NUMBER AND 8-DIGIT SECURITY CODE WHEN MAKING A REQUEST. TELEPHONE REQUESTS CALL 1-877-816-5331 E-MAIL REQUESTS AT: proxymaterials@computershare.com

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PO Box 43131 Providence, RI 02940-3131 SCAN the QR code to access your materials without entering a Control Number or Security Code. The meeting will be held at 333 South Hope Street, Los Angeles, CA 90071, on November 25, 2025, at 9:00 a.m. (Pacific Time). Important Notice Regarding the Availability of Proxy Materials for CAPITAL GROUP / AMERICAN FUNDS Shareholder Meeting to be held on November 25, 2025 Under Securities and Exchange Commission rules, you are receiving this notice that the proxy materials for the special shareholders' meeting are available on the Internet. Follow the instructions below to view the material and vote online or request a copy. The items to be voted on at the special meeting are on the reverse side. Your vote is important! This communication is NOT a form for voting and presents only an overview of the more complete proxy materials that are available to you on the Internet. We encourage you to access and review all the important information contained in the proxy materials before voting. To view your proxy materials, go to the website and enter your login details below. https://www.proxy-direct.com/afs-34634 XXX XXXX XXXX XXX XXXX XXXX Easy Online Access – View your proxy materials and vote Step 1: Go to https://www.proxy-direct.com/afs-34634 Step 2: Login using your Control Number and Security Code Step 3: Click on the "View Materials" Link Step 4: Vote your shares On this website, you can also set Future Delivery Preferences or request a paper copy of the materials. There is no charge to you for requesting a copy. Please make your request as soon as possible but no later than 10 days before the meeting to facilitate timely delivery.

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AMERICAN FUNDS AMERICAN FUNDS AMERICAN FUNDS American Funds College 2030 Fund American Funds College 2033 Fund American Funds College 2036 Fund American Funds College 2039 Fund American Funds College 2042 Fund American Funds College Enrollment Fund American Funds Corporate Bond Fund AF Developing World Growth and Income Fund The Board of Directors/Trustees recommends that you vote "FOR" the proposals. The following matters will be considered at the Meeting: 1a. Election of Board Members: 01. Christopher D. Buchbinder 02. Vanessa C. L. Chang 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. John G. Freund 07. Leslie Stone Heisz 08. Sharon I. Meers 09. William L. Robbins 10. Kenneth M. Simril 11. Margaret Spellings 12. Christopher E. Stone 13. Alexandra Trower 14. Paul S. Williams 1b. Election of Board Members: 01. Gina F. Adams 02. Pramod Atluri 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. Leslie Stone Heisz 07. Merit E. Janow 08. Martin E. Koehler 09. Benjamin R. Miller 10. Josette Sheeran 11. Margaret Spellings 12. Alexandra Trower 13. Paul S. Williams 14. Courtney K. Wolf 1c. Election of Board Members: 01. Noriko Honda Chen 02. Mathews Cherian 03. John G. Freund 04. Pablo R. González Guajardo 05. Pedro J. Greer, Jr. 06. Merit E. Janow 07. William D. Jones 08. Earl Lewis, Jr. 09. Kenneth M. Simril 10. Christopher E. Stone 11. Kathy J. Williams 12. Amy Zegart 1d. Election of Board Members: 01. Gina F. Adams 02. Charles E. Andrews 03. Joseph J. Bonner 04. Michael C. Camuñez 05. Vanessa C. L. Chang 06. Cecilia V. Estolano 07. Bradford F. Freer 08. Yvonne L. Greenstreet 09. Martin E. Koehler 10. Sharon I. Meers 11. Pascal Millaire 12. William I. Miller 13. Anne-Marie Peterson 14. Josette Sheeran 2. Approve the proposed amendment of the Investment Advisory and Service Agreement to modify the fee schedule. 3. Approve a change in American Funds Tax-Exempt Fund of New York's classification from a "diversified" to a "non-diversified" fund. 4 . To consider and act upon any other business as may properly come before each Shareholder Meeting and any adjournments or postponements thereof. ONLINE MATERIAL ACCESS AND PAPER COPY REQUESTS CAN ALSO BE MADE UTILIZING ONE OF THE METHODS BELOW. YOU CAN ALSO USE ONE OF THESE METHODS TO ELECT A PERMANENT DELIVERY PREFERENCE FOR FUTURE MEETINGS. PLEASE STATE YOUR 14-DIGIT CONTROL NUMBER AND 8-DIGIT SECURITY CODE WHEN MAKING A REQUEST. TELEPHONE REQUESTS CALL 1-877-816-5331 E-MAIL REQUESTS AT: proxymaterials@computershare.com

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PO Box 43131 Providence, RI 02940-3131 SCAN the QR code to access your materials without entering a Control Number or Security Code. The meeting will be held at 333 South Hope Street, Los Angeles, CA 90071, on November 25, 2025, at 9:00 a.m. (Pacific Time). Important Notice Regarding the Availability of Proxy Materials for CAPITAL GROUP / AMERICAN FUNDS Shareholder Meeting to be held on November 25, 2025 Under Securities and Exchange Commission rules, you are receiving this notice that the proxy materials for the special shareholders' meeting are available on the Internet. Follow the instructions below to view the material and vote online or request a copy. The items to be voted on at the special meeting are on the reverse side. Your vote is important! This communication is NOT a form for voting and presents only an overview of the more complete proxy materials that are available to you on the Internet. We encourage you to access and review all the important information contained in the proxy materials before voting. To view your proxy materials, go to the website and enter your login details below. https://www.proxy-direct.com/afs-34634 XXX XXXX XXXX XXX XXXX XXXX Easy Online Access – View your proxy materials and vote Step 1: Go to https://www.proxy-direct.com/afs-34634 Step 2: Login using your Control Number and Security Code Step 3: Click on the "View Materials" Link Step 4: Vote your shares On this website, you can also set Future Delivery Preferences or request a paper copy of the materials. There is no charge to you for requesting a copy. Please make your request as soon as possible but no later than 10 days before the meeting to facilitate timely delivery.

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AMERICAN FUNDS AMERICAN FUNDS AMERICAN FUNDS American Funds Emerging Markets Bond Fund American Funds Global Balanced Fund American Funds Global Insight Fund American Funds Inflation Linked Bond Fund American Funds International Vantage Fund American Funds Mortgage Fund American Funds Multi-Sector Income Fund AF Retirement Income Portfolio Series-Conservative The Board of Directors/Trustees recommends that you vote "FOR" the proposals. The following matters will be considered at the Meeting: 1a. Election of Board Members: 01. Christopher D. Buchbinder 02. Vanessa C. L. Chang 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. John G. Freund 07. Leslie Stone Heisz 08. Sharon I. Meers 09. William L. Robbins 10. Kenneth M. Simril 11. Margaret Spellings 12. Christopher E. Stone 13. Alexandra Trower 14. Paul S. Williams 1b. Election of Board Members: 01. Gina F. Adams 02. Pramod Atluri 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. Leslie Stone Heisz 07. Merit E. Janow 08. Martin E. Koehler 09. Benjamin R. Miller 10. Josette Sheeran 11. Margaret Spellings 12. Alexandra Trower 13. Paul S. Williams 14. Courtney K. Wolf 1c. Election of Board Members: 01. Noriko Honda Chen 02. Mathews Cherian 03. John G. Freund 04. Pablo R. González Guajardo 05. Pedro J. Greer, Jr. 06. Merit E. Janow 07. William D. Jones 08. Earl Lewis, Jr. 09. Kenneth M. Simril 10. Christopher E. Stone 11. Kathy J. Williams 12. Amy Zegart 1d. Election of Board Members: 01. Gina F. Adams 02. Charles E. Andrews 03. Joseph J. Bonner 04. Michael C. Camuñez 05. Vanessa C. L. Chang 06. Cecilia V. Estolano 07. Bradford F. Freer 08. Yvonne L. Greenstreet 09. Martin E. Koehler 10. Sharon I. Meers 11. Pascal Millaire 12. William I. Miller 13. Anne-Marie Peterson 14. Josette Sheeran 2. Approve the proposed amendment of the Investment Advisory and Service Agreement to modify the fee schedule. 3. Approve a change in American Funds Tax-Exempt Fund of New York's classification from a "diversified" to a "non-diversified" fund. 4 . To consider and act upon any other business as may properly come before each Shareholder Meeting and any adjournments or postponements thereof. ONLINE MATERIAL ACCESS AND PAPER COPY REQUESTS CAN ALSO BE MADE UTILIZING ONE OF THE METHODS BELOW. YOU CAN ALSO USE ONE OF THESE METHODS TO ELECT A PERMANENT DELIVERY PREFERENCE FOR FUTURE MEETINGS. PLEASE STATE YOUR 14-DIGIT CONTROL NUMBER AND 8-DIGIT SECURITY CODE WHEN MAKING A REQUEST. TELEPHONE REQUESTS CALL 1-877-816-5331 E-MAIL REQUESTS AT: proxymaterials@computershare.com

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PO Box 43131 Providence, RI 02940-3131 SCAN the QR code to access your materials without entering a Control Number or Security Code. The meeting will be held at 333 South Hope Street, Los Angeles, CA 90071, on November 25, 2025, at 9:00 a.m. (Pacific Time). Important Notice Regarding the Availability of Proxy Materials for CAPITAL GROUP / AMERICAN FUNDS Shareholder Meeting to be held on November 25, 2025 Under Securities and Exchange Commission rules, you are receiving this notice that the proxy materials for the special shareholders' meeting are available on the Internet. Follow the instructions below to view the material and vote online or request a copy. The items to be voted on at the special meeting are on the reverse side. Your vote is important! This communication is NOT a form for voting and presents only an overview of the more complete proxy materials that are available to you on the Internet. We encourage you to access and review all the important information contained in the proxy materials before voting. To view your proxy materials, go to the website and enter your login details below. https://www.proxy-direct.com/afs-34634 XXX XXXX XXXX XXX XXXX XXXX Easy Online Access – View your proxy materials and vote Step 1: Go to https://www.proxy-direct.com/afs-34634 Step 2: Login using your Control Number and Security Code Step 3: Click on the "View Materials" Link Step 4: Vote your shares On this website, you can also set Future Delivery Preferences or request a paper copy of the materials. There is no charge to you for requesting a copy. Please make your request as soon as possible but no later than 10 days before the meeting to facilitate timely delivery.

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AMERICAN FUNDS AMERICAN FUNDS AMERICAN FUNDS AF Retirement Income Portfolio Series-Enhanced AF Retirement Income Portfolio Series-Moderate American Funds Short-Term Tax-Exempt Bond Fund American Funds Strategic Bond Fund American Funds Tax-Exempt Fund of New York American Funds U.S. Government Money Market Fund American High-Income Municipal Bond Fund American High-Income Trust The Board of Directors/Trustees recommends that you vote "FOR" the proposals. The following matters will be considered at the Meeting: 1a. Election of Board Members: 01. Christopher D. Buchbinder 02. Vanessa C. L. Chang 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. John G. Freund 07. Leslie Stone Heisz 08. Sharon I. Meers 09. William L. Robbins 10. Kenneth M. Simril 11. Margaret Spellings 12. Christopher E. Stone 13. Alexandra Trower 14. Paul S. Williams 1b. Election of Board Members: 01. Gina F. Adams 02. Pramod Atluri 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. Leslie Stone Heisz 07. Merit E. Janow 08. Martin E. Koehler 09. Benjamin R. Miller 10. Josette Sheeran 11. Margaret Spellings 12. Alexandra Trower 13. Paul S. Williams 14. Courtney K. Wolf 1c. Election of Board Members: 01. Noriko Honda Chen 02. Mathews Cherian 03. John G. Freund 04. Pablo R. González Guajardo 05. Pedro J. Greer, Jr. 06. Merit E. Janow 07. William D. Jones 08. Earl Lewis, Jr. 09. Kenneth M. Simril 10. Christopher E. Stone 11. Kathy J. Williams 12. Amy Zegart 1d. Election of Board Members: 01. Gina F. Adams 02. Charles E. Andrews 03. Joseph J. Bonner 04. Michael C. Camuñez 05. Vanessa C. L. Chang 06. Cecilia V. Estolano 07. Bradford F. Freer 08. Yvonne L. Greenstreet 09. Martin E. Koehler 10. Sharon I. Meers 11. Pascal Millaire 12. William I. Miller 13. Anne-Marie Peterson 14. Josette Sheeran 2. Approve the proposed amendment of the Investment Advisory and Service Agreement to modify the fee schedule. 3. Approve a change in American Funds Tax-Exempt Fund of New York's classification from a "diversified" to a "non-diversified" fund. 4 . To consider and act upon any other business as may properly come before each Shareholder Meeting and any adjournments or postponements thereof. ONLINE MATERIAL ACCESS AND PAPER COPY REQUESTS CAN ALSO BE MADE UTILIZING ONE OF THE METHODS BELOW. YOU CAN ALSO USE ONE OF THESE METHODS TO ELECT A PERMANENT DELIVERY PREFERENCE FOR FUTURE MEETINGS. PLEASE STATE YOUR 14-DIGIT CONTROL NUMBER AND 8-DIGIT SECURITY CODE WHEN MAKING A REQUEST. TELEPHONE REQUESTS CALL 1-877-816-5331 E-MAIL REQUESTS AT: proxymaterials@computershare.com

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PO Box 43131 Providence, RI 02940-3131 SCAN the QR code to access your materials without entering a Control Number or Security Code. The meeting will be held at 333 South Hope Street, Los Angeles, CA 90071, on November 25, 2025, at 9:00 a.m. (Pacific Time). Important Notice Regarding the Availability of Proxy Materials for CAPITAL GROUP / AMERICAN FUNDS Shareholder Meeting to be held on November 25, 2025 Under Securities and Exchange Commission rules, you are receiving this notice that the proxy materials for the special shareholders' meeting are available on the Internet. Follow the instructions below to view the material and vote online or request a copy. The items to be voted on at the special meeting are on the reverse side. Your vote is important! This communication is NOT a form for voting and presents only an overview of the more complete proxy materials that are available to you on the Internet. We encourage you to access and review all the important information contained in the proxy materials before voting. To view your proxy materials, go to the website and enter your login details below. https://www.proxy-direct.com/afs-34634 XXX XXXX XXXX XXXXXXX XXXX Easy Online Access – View your proxy materials and vote Step 1: Go to https://www.proxy-direct.com/afs-34634 Step 2: Login using your Control Number and Security Code Step 3: Click on the "View Materials" Link Step 4: Vote your shares On this website, you can also set Future Delivery Preferences or request a paper copy of the materials. There is no charge to you for requesting a copy. Please make your request as soon as possible but no later than 10 days before the meeting to facilitate timely delivery.

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AMERICAN FUNDS AMERICAN FUNDS AMERICAN FUNDS American Mutual Fund The Bond Fund of America Capital Group California Core Municipal Fund Capital Group California Short-Term Municipal Fund Capital Group Central Cash Fund Capital Group Central Corporate Bond Fund Capital Group Conservative Equity ETF Capital Group Core Balanced ETF The Board of Directors/Trustees recommends that you vote "FOR" the proposals. The following matters will be considered at the Meeting: 1a. Election of Board Members: 01. Christopher D. Buchbinder 02. Vanessa C. L. Chang 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. John G. Freund 07. Leslie Stone Heisz 08. Sharon I. Meers 09. William L. Robbins 10. Kenneth M. Simril 11. Margaret Spellings 12. Christopher E. Stone 13. Alexandra Trower 14. Paul S. Williams 1b. Election of Board Members: 01. Gina F. Adams 02. Pramod Atluri 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. Leslie Stone Heisz 07. Merit E. Janow 08. Martin E. Koehler 09. Benjamin R. Miller 10. Josette Sheeran 11. Margaret Spellings 12. Alexandra Trower 13. Paul S. Williams 14. Courtney K. Wolf 1c. Election of Board Members: 01. Noriko Honda Chen 02. Mathews Cherian 03. John G. Freund 04. Pablo R. González Guajardo 05. Pedro J. Greer, Jr. 06. Merit E. Janow 07. William D. Jones 08. Earl Lewis, Jr. 09. Kenneth M. Simril 10. Christopher E. Stone 11. Kathy J. Williams 12. Amy Zegart 1d. Election of Board Members: 01. Gina F. Adams 02. Charles E. Andrews 03. Joseph J. Bonner 04. Michael C. Camuñez 05. Vanessa C. L. Chang 06. Cecilia V. Estolano 07. Bradford F. Freer 08. Yvonne L. Greenstreet 09. Martin E. Koehler 10. Sharon I. Meers 11. Pascal Millaire 12. William I. Miller 13. Anne-Marie Peterson 14. Josette Sheeran 2. Approve the proposed amendment of the Investment Advisory and Service Agreement to modify the fee schedule. 3. Approve a change in American Funds Tax-Exempt Fund of New York's classification from a "diversified" to a "non-diversified" fund. 4 . To consider and act upon any other business as may properly come before each Shareholder Meeting and any adjournments or postponements thereof. ONLINE MATERIAL ACCESS AND PAPER COPY REQUESTS CAN ALSO BE MADE UTILIZING ONE OF THE METHODS BELOW. YOU CAN ALSO USE ONE OF THESE METHODS TO ELECT A PERMANENT DELIVERY PREFERENCE FOR FUTURE MEETINGS. PLEASE STATE YOUR 14-DIGIT CONTROL NUMBER AND 8-DIGIT SECURITY CODE WHEN MAKING A REQUEST. TELEPHONE REQUESTS CALL 1-877-816-5331 E-MAIL REQUESTS AT: proxymaterials@computershare.com

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PO Box 43131 Providence, RI 02940-3131 SCAN the QR code to access your materials without entering a Control Number or Security Code. The meeting will be held at 333 South Hope Street, Los Angeles, CA 90071, on November 25, 2025, at 9:00 a.m. (Pacific Time). Important Notice Regarding the Availability of Proxy Materials for CAPITAL GROUP / AMERICAN FUNDS Shareholder Meeting to be held on November 25, 2025 Under Securities and Exchange Commission rules, you are receiving this notice that the proxy materials for the special shareholders' meeting are available on the Internet. Follow the instructions below to view the material and vote online or request a copy. The items to be voted on at the special meeting are on the reverse side. Your vote is important! This communication is NOT a form for voting and presents only an overview of the more complete proxy materials that are available to you on the Internet. We encourage you to access and review all the important information contained in the proxy materials before voting. To view your proxy materials, go to the website and enter your login details below. https://www.proxy-direct.com/afs-34634XXX XXXX XXXX XXX XXXX XXXX Easy Online Access – View your proxy materials and vote Step 1: Go to https://www.proxy-direct.com/afs-34634 Step 2: Login using your Control Number and Security Code Step 3: Click on the "View Materials" Link Step 4: Vote your shares On this website, you can also set Future Delivery Preferences or request a paper copy of the materials. There is no charge to you for requesting a copy. Please make your request as soon as possible but no later than 10 days before the meeting to facilitate timely delivery.

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AMERICAN FUNDS AMERICAN FUNDS AMERICAN FUNDS Capital Group Core Bond Completion Fund Capital Group Core Bond ETF Capital Group Core Equity ETF Capital Group Core Plus Income ETF Capital Group Dividend Growers ETF Capital Group Dividend Value ETF Capital Group Global Equity ETF Capital Group Global Growth Equity ETF The Board of Directors/Trustees recommends that you vote "FOR" the proposals. The following matters will be considered at the Meeting: 1a. Election of Board Members: 01. Christopher D. Buchbinder 02. Vanessa C. L. Chang 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. John G. Freund 07. Leslie Stone Heisz 08. Sharon I. Meers 09. William L. Robbins 10. Kenneth M. Simril 11. Margaret Spellings 12. Christopher E. Stone 13. Alexandra Trower 14. Paul S. Williams 1b. Election of Board Members: 01. Gina F. Adams 02. Pramod Atluri 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. Leslie Stone Heisz 07. Merit E. Janow 08. Martin E. Koehler 09. Benjamin R. Miller 10. Josette Sheeran 11. Margaret Spellings 12. Alexandra Trower 13. Paul S. Williams 14. Courtney K. Wolf 1c. Election of Board Members: 01. Noriko Honda Chen 02. Mathews Cherian 03. John G. Freund 04. Pablo R. González Guajardo 05. Pedro J. Greer, Jr. 06. Merit E. Janow 07. William D. Jones 08. Earl Lewis, Jr. 09. Kenneth M. Simril 10. Christopher E. Stone 11. Kathy J. Williams 12. Amy Zegart 1d. Election of Board Members: 01. Gina F. Adams 02. Charles E. Andrews 03. Joseph J. Bonner 04. Michael C. Camuñez 05. Vanessa C. L. Chang 06. Cecilia V. Estolano 07. Bradford F. Freer 08. Yvonne L. Greenstreet 09. Martin E. Koehler 10. Sharon I. Meers 11. Pascal Millaire 12. William I. Miller 13. Anne-Marie Peterson 14. Josette Sheeran 2. Approve the proposed amendment of the Investment Advisory and Service Agreement to modify the fee schedule. 3. Approve a change in American Funds Tax-Exempt Fund of New York's classification from a "diversified" to a "non-diversified" fund. 4 . To consider and act upon any other business as may properly come before each Shareholder Meeting and any adjournments or postponements thereof. ONLINE MATERIAL ACCESS AND PAPER COPY REQUESTS CAN ALSO BE MADE UTILIZING ONE OF THE METHODS BELOW. YOU CAN ALSO USE ONE OF THESE METHODS TO ELECT A PERMANENT DELIVERY PREFERENCE FOR FUTURE MEETINGS. PLEASE STATE YOUR 14-DIGIT CONTROL NUMBER AND 8-DIGIT SECURITY CODE WHEN MAKING A REQUEST. TELEPHONE REQUESTS CALL 1-877-816-5331 E-MAIL REQUESTS AT: proxymaterials@computershare.com

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PO Box 43131 Providence, RI 02940-3131 SCAN the QR code to access your materials without entering a Control Number or Security Code. The meeting will be held at 333 South Hope Street, Los Angeles, CA 90071, on November 25, 2025, at 9:00 a.m. (Pacific Time). Important Notice Regarding the Availability of Proxy Materials for CAPITAL GROUP / AMERICAN FUNDS Shareholder Meeting to be held on November 25, 2025 Under Securities and Exchange Commission rules, you are receiving this notice that the proxy materials for the special shareholders' meeting are available on the Internet. Follow the instructions below to view the material and vote online or request a copy. The items to be voted on at the special meeting are on the reverse side. Your vote is important! This communication is NOT a form for voting and presents only an overview of the more complete proxy materials that are available to you on the Internet. We encourage you to access and review all the important information contained in the proxy materials before voting. To view your proxy materials, go to the website and enter your login details below. https://www.proxy-direct.com/afs-34634 XXX XXXX XXXX XXX XXXX XXXX Easy Online Access – View your proxy materials and vote Step 1: Go to https://www.proxy-direct.com/afs-34634 Step 2: Login using your Control Number and Security Code Step 3: Click on the "View Materials" Link Step 4: Vote your shares On this website, you can also set Future Delivery Preferences or request a paper copy of the materials. There is no charge to you for requesting a copy. Please make your request as soon as possible but no later than 10 days before the meeting to facilitate timely delivery.

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AMERICAN FUNDS AMERICAN FUNDS AMERICAN FUNDS Capital Group Growth ETF Capital Group High Yield Bond ETF Capital Group International Bond ETF (USD-Hedged) Capital Group International Core Equity ETF Capital Group International Equity ETF Capital Group International Focus Equity ETF Capital Group Municipal High-Income ETF Capital Group Municipal Income ETF The Board of Directors/Trustees recommends that you vote "FOR" the proposals. The following matters will be considered at the Meeting: 1a. Election of Board Members: 01. Christopher D. Buchbinder 02. Vanessa C. L. Chang 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. John G. Freund 07. Leslie Stone Heisz 08. Sharon I. Meers 09. William L. Robbins 10. Kenneth M. Simril 11. Margaret Spellings 12. Christopher E. Stone 13. Alexandra Trower 14. Paul S. Williams 1b. Election of Board Members: 01. Gina F. Adams 02. Pramod Atluri 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. Leslie Stone Heisz 07. Merit E. Janow 08. Martin E. Koehler 09. Benjamin R. Miller 10. Josette Sheeran 11. Margaret Spellings 12. Alexandra Trower 13. Paul S. Williams 14. Courtney K. Wolf 1c. Election of Board Members: 01. Noriko Honda Chen 02. Mathews Cherian 03. John G. Freund 04. Pablo R. González Guajardo 05. Pedro J. Greer, Jr. 06. Merit E. Janow 07. William D. Jones 08. Earl Lewis, Jr. 09. Kenneth M. Simril 10. Christopher E. Stone 11. Kathy J. Williams 12. Amy Zegart 1d. Election of Board Members: 01. Gina F. Adams 02. Charles E. Andrews 03. Joseph J. Bonner 04. Michael C. Camuñez 05. Vanessa C. L. Chang 06. Cecilia V. Estolano 07. Bradford F. Freer 08. Yvonne L. Greenstreet 09. Martin E. Koehler 10. Sharon I. Meers 11. Pascal Millaire 12. William I. Miller 13. Anne-Marie Peterson 14. Josette Sheeran 2. Approve the proposed amendment of the Investment Advisory and Service Agreement to modify the fee schedule. 3. Approve a change in American Funds Tax-Exempt Fund of New York's classification from a "diversified" to a "non-diversified" fund. 4 . To consider and act upon any other business as may properly come before each Shareholder Meeting and any adjournments or postponements thereof. ONLINE MATERIAL ACCESS AND PAPER COPY REQUESTS CAN ALSO BE MADE UTILIZING ONE OF THE METHODS BELOW. YOU CAN ALSO USE ONE OF THESE METHODS TO ELECT A PERMANENT DELIVERY PREFERENCE FOR FUTURE MEETINGS. PLEASE STATE YOUR 14-DIGIT CONTROL NUMBER AND 8-DIGIT SECURITY CODE WHEN MAKING A REQUEST. TELEPHONE REQUESTS CALL 1-877-816-5331 E-MAIL REQUESTS AT: proxymaterials@computershare.com

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PO Box 43131 Providence, RI 02940-3131 SCAN the QR code to access your materials without entering a Control Number or Security Code. The meeting will be held at 333 South Hope Street, Los Angeles, CA 90071, on November 25, 2025, at 9:00 a.m. (Pacific Time). Important Notice Regarding the Availability of Proxy Materials for CAPITAL GROUP / AMERICAN FUNDS Shareholder Meeting to be held on November 25, 2025 Under Securities and Exchange Commission rules, you are receiving this notice that the proxy materials for the special shareholders' meeting are available on the Internet. Follow the instructions below to view the material and vote online or request a copy. The items to be voted on at the special meeting are on the reverse side. Your vote is important! This communication is NOT a form for voting and presents only an overview of the more complete proxy materials that are available to you on the Internet. We encourage you to access and review all the important information contained in the proxy materials before voting. To view your proxy materials, go to the website and enter your login details below. https://www.proxy-direct.com/afs-34634 XXX XXXX XXXX XXX XXXX XXXX Easy Online Access – View your proxy materials and vote Step 1: Go to https://www.proxy-direct.com/afs-34634 Step 2: Login using your Control Number and Security Code Step 3: Click on the "View Materials" Link Step 4: Vote your shares On this website, you can also set Future Delivery Preferences or request a paper copy of the materials. There is no charge to you for requesting a copy. Please make your request as soon as possible but no later than 10 days before the meeting to facilitate timely delivery.

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AMERICAN FUNDS AMERICAN FUNDS AMERICAN FUNDS Capital Group New Geography Equity ETF Capital Group Short Duration Income ETF Capital Group Short Duration Municipal Income ETF Capital Group U.S. Equity Fund Capital Group U.S. Multi-Sector Income ETF Capital Group Ultra Short Income ETF Capital Income Builder Capital World Bond Fund The Board of Directors/Trustees recommends that you vote "FOR" the proposals. The following matters will be considered at the Meeting: 1a. Election of Board Members: 01. Christopher D. Buchbinder 02. Vanessa C. L. Chang 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. John G. Freund 07. Leslie Stone Heisz 08. Sharon I. Meers 09. William L. Robbins 10. Kenneth M. Simril 11. Margaret Spellings 12. Christopher E. Stone 13. Alexandra Trower 14. Paul S. Williams 1b. Election of Board Members: 01. Gina F. Adams 02. Pramod Atluri 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. Leslie Stone Heisz 07. Merit E. Janow 08. Martin E. Koehler 09. Benjamin R. Miller 10. Josette Sheeran 11. Margaret Spellings 12. Alexandra Trower 13. Paul S. Williams 14. Courtney K. Wolf1c. Election of Board Members: 01. Noriko Honda Chen 02. Mathews Cherian 03. John G. Freund 04. Pablo R. González Guajardo 05. Pedro J. Greer, Jr. 06. Merit E. Janow 07. William D. Jones 08. Earl Lewis, Jr. 09. Kenneth M. Simril 10. Christopher E. Stone 11. Kathy J. Williams 12. Amy Zegart 1d. Election of Board Members: 01. Gina F. Adams 02. Charles E. Andrews 03. Joseph J. Bonner 04. Michael C. Camuñez 05. Vanessa C. L. Chang 06. Cecilia V. Estolano 07. Bradford F. Freer 08. Yvonne L. Greenstreet 09. Martin E. Koehler 10. Sharon I. Meers 11. Pascal Millaire 12. William I. Miller 13. Anne-Marie Peterson 14. Josette Sheeran 2. Approve the proposed amendment of the Investment Advisory and Service Agreement to modify the fee schedule. 3. Approve a change in American Funds Tax-Exempt Fund of New York's classification from a "diversified" to a "non-diversified" fund. 4 . To consider and act upon any other business as may properly come before each Shareholder Meeting and any adjournments or postponements thereof. ONLINE MATERIAL ACCESS AND PAPER COPY REQUESTS CAN ALSO BE MADE UTILIZING ONE OF THE METHODS BELOW. YOU CAN ALSO USE ONE OF THESE METHODS TO ELECT A PERMANENT DELIVERY PREFERENCE FOR FUTURE MEETINGS. PLEASE STATE YOUR 14-DIGIT CONTROL NUMBER AND 8-DIGIT SECURITY CODE WHEN MAKING A REQUEST. TELEPHONE REQUESTS CALL 1-877-816-5331 E-MAIL REQUESTS AT: proxymaterials@computershare.com

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PO Box 43131 Providence, RI 02940-3131 SCAN the QR code to access your materials without entering a Control Number or Security Code. The meeting will be held at 333 South Hope Street, Los Angeles, CA 90071, on November 25, 2025, at 9:00 a.m. (Pacific Time). Important Notice Regarding the Availability of Proxy Materials for CAPITAL GROUP / AMERICAN FUNDS Shareholder Meeting to be held on November 25, 2025 Under Securities and Exchange Commission rules, you are receiving this notice that the proxy materials for the special shareholders' meeting are available on the Internet. Follow the instructions below to view the material and vote online or request a copy. The items to be voted on at the special meeting are on the reverse side. Your vote is important! This communication is NOT a form for voting and presents only an overview of the more complete proxy materials that are available to you on the Internet. We encourage you to access and review all the important information contained in the proxy materials before voting. To view your proxy materials, go to the website and enter your login details below. https://www.proxy-direct.com/afs-34634 XXX XXXX XXXX XXX XXXX XXXX Easy Online Access – View your proxy materials and vote Step 1: Go to https://www.proxy-direct.com/afs-34634 Step 2: Login using your Control Number and Security Code Step 3: Click on the "View Materials" Link Step 4: Vote your shares On this website, you can also set Future Delivery Preferences or request a paper copy of the materials. There is no charge to you for requesting a copy. Please make your request as soon as possible but no later than 10 days before the meeting to facilitate timely delivery.

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AMERICAN FUNDS AMERICAN FUNDS AMERICAN FUNDS Capital World Growth and Income Fund Conservative Growth and Income Portfolio Emerging Markets Equities Fund, Inc. EUPAC Fund American Funds Fundamental Investors Global Growth Portfolio Growth and Income Portfolio The Growth Fund of America The Board of Directors/Trustees recommends that you vote "FOR" the proposals. The following matters will be considered at the Meeting: 1a. Election of Board Members: 01. Christopher D. Buchbinder 02. Vanessa C. L. Chang 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. John G. Freund 07. Leslie Stone Heisz 08. Sharon I. Meers 09. William L. Robbins 10. Kenneth M. Simril 11. Margaret Spellings 12. Christopher E. Stone 13. Alexandra Trower 14. Paul S. Williams 1b. Election of Board Members: 01. Gina F. Adams 02. Pramod Atluri 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. Leslie Stone Heisz 07. Merit E. Janow 08. Martin E. Koehler 09. Benjamin R. Miller 10. Josette Sheeran 11. Margaret Spellings 12. Alexandra Trower 13. Paul S. Williams 14. Courtney K. Wolf 1c. Election of Board Members: 01. Noriko Honda Chen 02. Mathews Cherian 03. John G. Freund 04. Pablo R. González Guajardo 05. Pedro J. Greer, Jr. 06. Merit E. Janow 07. William D. Jones 08. Earl Lewis, Jr. 09. Kenneth M. Simril 10. Christopher E. Stone 11. Kathy J. Williams 12. Amy Zegart 1d. Election of Board Members: 01. Gina F. Adams 02. Charles E. Andrews 03. Joseph J. Bonner 04. Michael C. Camuñez 05. Vanessa C. L. Chang 06. Cecilia V. Estolano 07. Bradford F. Freer 08. Yvonne L. Greenstreet 09. Martin E. Koehler 10. Sharon I. Meers 11. Pascal Millaire 12. William I. Miller 13. Anne-Marie Peterson 14. Josette Sheeran 2. Approve the proposed amendment of the Investment Advisory and Service Agreement to modify the fee schedule. 3. Approve a change in American Funds Tax-Exempt Fund of New York's classification from a "diversified" to a "non-diversified" fund. 4 . To consider and act upon any other business as may properly come before each Shareholder Meeting and any adjournments or postponements thereof. ONLINE MATERIAL ACCESS AND PAPER COPY REQUESTS CAN ALSO BE MADE UTILIZING ONE OF THE METHODS BELOW. YOU CAN ALSO USE ONE OF THESE METHODS TO ELECT A PERMANENT DELIVERY PREFERENCE FOR FUTURE MEETINGS. PLEASE STATE YOUR 14-DIGIT CONTROL NUMBER AND 8-DIGIT SECURITY CODE WHEN MAKING A REQUEST. TELEPHONE REQUESTS CALL 1-877-816-5331 E-MAIL REQUESTS AT: proxymaterials@computershare.com

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PO Box 43131 Providence, RI 02940-3131 SCAN the QR code to access your materials without entering a Control Number or Security Code. The meeting will be held at 333 South Hope Street, Los Angeles, CA 90071, on November 25, 2025, at 9:00 a.m. (Pacific Time). Important Notice Regarding the Availability of Proxy Materials for CAPITAL GROUP / AMERICAN FUNDS Shareholder Meeting to be held on November 25, 2025 Under Securities and Exchange Commission rules, you are receiving this notice that the proxy materials for the special shareholders' meeting are available on the Internet. Follow the instructions below to view the material and vote online or request a copy. The items to be voted on at the special meeting are on the reverse side. Your vote is important! This communication is NOT a form for voting and presents only an overview of the more complete proxy materials that are available to you on the Internet. We encourage you to access and review all the important information contained in the proxy materials before voting. To view your proxy materials, go to the website and enter your login details below. https://www.proxy-direct.com/afs-34634 XXX XXXX XXXX XXX XXXX XXXX Easy Online Access – View your proxy materials and vote Step 1: Go to https://www.proxy-direct.com/afs-34634 Step 2: Login using your Control Number and Security Code Step 3: Click on the "View Materials" Link Step 4: Vote your shares On this website, you can also set Future Delivery Preferences or request a paper copy of the materials. There is no charge to you for requesting a copy. Please make your request as soon as possible but no later than 10 days before the meeting to facilitate timely delivery.

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AMERICAN FUNDS AMERICAN FUNDS AMERICAN FUNDS Growth Portfolio The Income Fund of America Intermediate Bond Fund of America International Growth and Income Fund The Investment Company of America Limited Term Tax-Exempt Bond Fund of America Moderate Growth and Income Portfolio The New Economy Fund The Board of Directors/Trustees recommends that you vote "FOR" the proposals. The following matters will be considered at the Meeting: 1a. Election of Board Members: 01. Christopher D. Buchbinder 02. Vanessa C. L. Chang 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. John G. Freund 07. Leslie Stone Heisz 08. Sharon I. Meers 09. William L. Robbins 10. Kenneth M. Simril 11. Margaret Spellings 12. Christopher E. Stone 13. Alexandra Trower 14. Paul S. Williams 1b. Election of Board Members: 01. Gina F. Adams 02. Pramod Atluri 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. Leslie Stone Heisz 07. Merit E. Janow 08. Martin E. Koehler 09. Benjamin R. Miller 10. Josette Sheeran 11. Margaret Spellings 12. Alexandra Trower 13. Paul S. Williams 14. Courtney K. Wolf 1c. Election of Board Members: 01. Noriko Honda Chen 02. Mathews Cherian 03. John G. Freund 04. Pablo R. González Guajardo 05. Pedro J. Greer, Jr. 06. Merit E. Janow 07. William D. Jones 08. Earl Lewis, Jr. 09. Kenneth M. Simril 10. Christopher E. Stone 11. Kathy J. Williams 12. Amy Zegart 1d. Election of Board Members: 01. Gina F. Adams 02. Charles E. Andrews 03. Joseph J. Bonner 04. Michael C. Camuñez 05. Vanessa C. L. Chang 06. Cecilia V. Estolano 07. Bradford F. Freer 08. Yvonne L. Greenstreet 09. Martin E. Koehler 10. Sharon I. Meers 11. Pascal Millaire 12. William I. Miller 13. Anne-Marie Peterson 14. Josette Sheeran 2. Approve the proposed amendment of the Investment Advisory and Service Agreement to modify the fee schedule. 3. Approve a change in American Funds Tax-Exempt Fund of New York's classification from a "diversified" to a "non-diversified" fund. 4 . To consider and act upon any other business as may properly come before each Shareholder Meeting and any adjournments or postponements thereof. ONLINE MATERIAL ACCESS AND PAPER COPY REQUESTS CAN ALSO BE MADE UTILIZING ONE OF THE METHODS BELOW. YOU CAN ALSO USE ONE OF THESE METHODS TO ELECT A PERMANENT DELIVERY PREFERENCE FOR FUTURE MEETINGS. PLEASE STATE YOUR 14-DIGIT CONTROL NUMBER AND 8-DIGIT SECURITY CODE WHEN MAKING A REQUEST. TELEPHONE REQUESTS CALL 1-877-816-5331 E-MAIL REQUESTS AT: proxymaterials@computershare.com

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PO Box 43131 Providence, RI 02940-3131 SCAN the QR code to access your materials without entering a Control Number or Security Code. The meeting will be held at 333 South Hope Street, Los Angeles, CA 90071, on November 25, 2025, at 9:00 a.m. (Pacific Time). Important Notice Regarding the Availability of Proxy Materials for CAPITAL GROUP / AMERICAN FUNDS Shareholder Meeting to be held on November 25, 2025 Under Securities and Exchange Commission rules, you are receiving this notice that the proxy materials for the special shareholders' meeting are available on the Internet. Follow the instructions below to view the material and vote online or request a copy. The items to be voted on at the special meeting are on the reverse side. Your vote is important! This communication is NOT a form for voting and presents only an overview of the more complete proxy materials that are available to you on the Internet. We encourage you to access and review all the important information contained in the proxy materials before voting. To view your proxy materials, go to the website and enter your login details below. https://www.proxy-direct.com/afs-34634 XXX XXXX XXXX XXX XXXX XXXX Easy Online Access – View your proxy materials and vote Step 1: Go to https://www.proxy-direct.com/afs-34634 Step 2: Login using your Control Number and Security Code Step 3: Click on the "View Materials" Link Step 4: Vote your shares On this website, you can also set Future Delivery Preferences or request a paper copy of the materials. There is no charge to you for requesting a copy. Please make your request as soon as possible but no later than 10 days before the meeting to facilitate timely delivery.

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AMERICAN FUNDS AMERICAN FUNDS AMERICAN FUNDS New Perspective Fund New World Fund, Inc. Preservation Portfolio Short-Term Bond Fund of America SMALLCAP World Fund, Inc. Tax Exempt Preservation Portfolio Tax-Aware Conservative Growth and Income Portfolio The Tax-Exempt Bond Fund of America The Board of Directors/Trustees recommends that you vote "FOR" the proposals. The following matters will be considered at the Meeting: 1a. Election of Board Members: 01. Christopher D. Buchbinder 02. Vanessa C. L. Chang 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. John G. Freund 07. Leslie Stone Heisz 08. Sharon I. Meers 09. William L. Robbins 10. Kenneth M. Simril 11. Margaret Spellings 12. Christopher E. Stone 13. Alexandra Trower 14. Paul S. Williams 1b. Election of Board Members: 01. Gina F. Adams 02. Pramod Atluri 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. Leslie Stone Heisz 07. Merit E. Janow 08. Martin E. Koehler 09. Benjamin R. Miller 10. Josette Sheeran 11. Margaret Spellings 12. Alexandra Trower 13. Paul S. Williams 14. Courtney K. Wolf 1c. Election of Board Members: 01. Noriko Honda Chen 02. Mathews Cherian 03. John G. Freund 04. Pablo R. González Guajardo 05. Pedro J. Greer, Jr. 06. Merit E. Janow 07. William D. Jones 08. Earl Lewis, Jr. 09. Kenneth M. Simril 10. Christopher E. Stone 11. Kathy J. Williams 12. Amy Zegart 1d. Election of Board Members: 01. Gina F. Adams 02. Charles E. Andrews 03. Joseph J. Bonner 04. Michael C. Camuñez 05. Vanessa C. L. Chang 06. Cecilia V. Estolano 07. Bradford F. Freer 08. Yvonne L. Greenstreet 09. Martin E. Koehler 10. Sharon I. Meers 11. Pascal Millaire 12. William I. Miller 13. Anne-Marie Peterson 14. Josette Sheeran 2. Approve the proposed amendment of the Investment Advisory and Service Agreement to modify the fee schedule. 3. Approve a change in American Funds Tax-Exempt Fund of New York's classification from a "diversified" to a "non-diversified" fund. 4 . To consider and act upon any other business as may properly come before each Shareholder Meeting and any adjournments or postponements thereof. ONLINE MATERIAL ACCESS AND PAPER COPY REQUESTS CAN ALSO BE MADE UTILIZING ONE OF THE METHODS BELOW. YOU CAN ALSO USE ONE OF THESE METHODS TO ELECT A PERMANENT DELIVERY PREFERENCE FOR FUTURE MEETINGS. PLEASE STATE YOUR 14-DIGIT CONTROL NUMBER AND 8-DIGIT SECURITY CODE WHEN MAKING A REQUEST. TELEPHONE REQUESTS CALL 1-877-816-5331 E-MAIL REQUESTS AT: proxymaterials@computershare.com

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PO Box 43131 Providence, RI 02940-3131 SCAN the QR code to access your materials without entering a Control Number or Security Code. The meeting will be held at 333 South Hope Street, Los Angeles, CA 90071, on November 25, 2025, at 9:00 a.m. (Pacific Time). Important Notice Regarding the Availability of Proxy Materials for CAPITAL GROUP / AMERICAN FUNDS Shareholder Meeting to be held on November 25, 2025 Under Securities and Exchange Commission rules, you are receiving this notice that the proxy materials for the special shareholders' meeting are available on the Internet. Follow the instructions below to view the material and vote online or request a copy. The items to be voted on at the special meeting are on the reverse side. Your vote is important! This communication is NOT a form for voting and presents only an overview of the more complete proxy materials that are available to you on the Internet. We encourage you to access and review all the important information contained in the proxy materials before voting. To view your proxy materials, go to the website and enter your login details below. https://www.proxy-direct.com/afs-34634 XXX XXXX XXXX XXX XXXX XXXX Easy Online Access View your proxy materials and vote Step 1: Go to https://www.proxy-direct.com/afs-34634 Step 2: Login using your Control Number and Security Code Step 3: Click on the "View Materials" Link Step 4: Vote your shares On this website, you can also set Future Delivery Preferences or request a paper copy of the materials. There is no charge to you for requesting a copy. Please make your request as soon as possible but no later than 10 days before the meeting to facilitate timely delivery.

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AMERICAN FUNDS AMERICAN FUNDS AMERICAN FUNDS The Tax-Exempt Fund of California U.S. Government Securities Fund Washington Mutual Investors Fund The Board of Directors/Trustees recommends that you vote "FOR" the proposals. The following matters will be considered at the Meeting: 1a. Election of Board Members: 01. Christopher D. Buchbinder 02. Vanessa C. L. Chang 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. John G. Freund 07. Leslie Stone Heisz 08. Sharon I. Meers 09. William L. Robbins 10. Kenneth M. Simril 11. Margaret Spellings 12. Christopher E. Stone 13. Alexandra Trower 14. Paul S. Williams 1b. Election of Board Members: 01. Gina F. Adams 02. Pramod Atluri 03. Francisco G. Cigarroa 04. Nariman Farvardin 05. Jennifer C. Feikin 06. Leslie Stone Heisz 07. Merit E. Janow 08. Martin E. Koehler 09. Benjamin R. Miller 10. Josette Sheeran 11. Margaret Spellings 12. Alexandra Trower 13. Paul S. Williams 14. Courtney K. Wolf 1c. Election of Board Members: 01. Noriko Honda Chen 02. Mathews Cherian 03. John G. Freund 04. Pablo R. González Guajardo 05. Pedro J. Greer, Jr. 06. Merit E. Janow 07. William D. Jones 08. Earl Lewis, Jr. 09. Kenneth M. Simril 10. Christopher E. Stone 11. Kathy J. Williams 12. Amy Zegart 1d. Election of Board Members: 01. Gina F. Adams 02. Charles E. Andrews 03. Joseph J. Bonner 04. Michael C. Camuñez 05. Vanessa C. L. Chang 06. Cecilia V. Estolano 07. Bradford F. Freer 08. Yvonne L. Greenstreet 09. Martin E. Koehler 10. Sharon I. Meers 11. Pascal Millaire 12. William I. Miller 13. Anne-Marie Peterson 14. Josette Sheeran 2. Approve the proposed amendment of the Investment Advisory and Service Agreement to modify the fee schedule. 3. Approve a change in American Funds Tax-Exempt Fund of New York's classification from a "diversified" to a "non-diversified" fund. 4 . To consider and act upon any other business as may properly come before each Shareholder Meeting and any adjournments or postponements thereof. ONLINE MATERIAL ACCESS AND PAPER COPY REQUESTS CAN ALSO BE MADE UTILIZING ONE OF THE METHODS BELOW. YOU CAN ALSO USE ONE OF THESE METHODS TO ELECT A PERMANENT DELIVERY PREFERENCE FOR FUTURE MEETINGS. PLEASE STATE YOUR 14-DIGIT CONTROL NUMBER AND 8-DIGIT SECURITY CODE WHEN MAKING A REQUEST. TELEPHONE REQUESTS CALL 1-877-816-5331 E-MAIL REQUESTS AT: proxymaterials@computershare.com

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