Portfolio Management for the Windhaven Strategies is provided by Chartes Schwab Investment Management, Inc., dba Schwab Asset Management™, a registered investment adviser and an affiliate of Chartes Schwab & Co, Inc. ("Schwab"). Schwab Asset Management and Schwab are separate entities and subsidiaries of The Chartes Schwab Corporation

Please refer to the Charles Schwab Investment Management, Inc. Disclosure Brochure for additional information.