The Trustee of Eaton Vance Management

Charitable fund investment, advisory and fundraising services; Providing charitable investment accounts for philanthropic purposes; Financial services, namely, financial management and administration of a pooled income fund program whereby donors contribute to a public charity and receive income payments; Providing financial information related to charitable services via the Internet; "INCOME TRUSTS"

"EQUITY AND FUND"

"ADVISOR" AND "INDEX"

"ADVISOR" AND "INDEX"

"ACTIVE FUNDS"

"FUNDS"

"FUND"

"ADVISOR"

Class 036: Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments

Class 036: Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Investment management services with respect to mutual funds, pension accounts, institutional accounts, and separate accounts; Class 041: Educational services, namely, conducting programs in the field of financial investing for securities broker/dealers

Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Investment management services with respect to mutual funds, pension accounts, institutional accounts, and separate accounts

Educational services, namely, conducting programs in the field of financial investing for securities broker/dealers

Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Investment management services with respect to mutual funds, pension accounts, institutional accounts, and separate accounts

Fund investment and mutual fund advisory services; Investment counseling services in the nature of investment consultation; Management of portfolios comprising securities; Mutual fund investment, transaction administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Charitable fund investment, advisory and fundraising services; Providing charitable savings accounts for philanthropic purposes; Financial services, namely, financial administration of a pooled income fund program whereby donors contribute to a public charity and receive income payments; Financial services, namely, managing donor-advised funds for charitable purposes; Providing financial information related to charitable services via the Internet; "U.S. CHARITABLE" AND "TRUST"

Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Charitable fund investment, advisory and fundraising services; Providing charitable accounts for philanthropic purposes; Financial services, namely, pooled income fund program whereby donors contribute to a public charity and receive income payments; Providing financial information related to charitable services via the Internet

Fund investment and mutual fund advisory services; Investment counseling services in the nature of investment consultation; Management of portfolios comprising securities; Mutual fund investment, transaction administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Charitable fund investment, advisory and fundraising services; Providing charitable savings accounts for philanthropic purposes; Financial services, namely, financial administration of a pooled income fund program whereby donors contribute to a public charity and receive income payments; Providing financial information related to charitable services via the Internet; "INCOME TRUST"

Fund investment and mutual fund advisory services; Investment counseling services in the nature of investment consultation; Management of portfolios comprising securities; Mutual fund investment, transaction administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments

Educational services, namely, conducting programs in the field of financial investing for securities broker/dealers and investors; Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments

Design and management of tax efficient rules-based portfolios comprising a combination of equities and bonds; Fund investment, financial administration, fund distribution, financial investment brokerage, and investment advisory services for tax efficient rules-based portfolios comprising a combination of equities and bonds; Financial services, namely, administration of transactions by funds involving tax efficient rules-based portfolios comprising a combination of equities and bonds; "PERSONALIZED INVESTING" AND "PASSIVE"

Fund investment services featuring securities offered in the form of shares of registered mutual funds that are traded in a secondary market relative to the next determined net asset value

Class 041: Educational services, namely, conducting programs in the field of financial investing for securities broker/dealers