OWNERSHIP WORKS INC

OWNERSHIP WORKS' CORE PROGRAMS: SINCE OUR FOUNDING IN FEBRUARY 2021, OWNERSHIP WORKS ("O.W.") HAS GENERATED STRONG MOMENTUM AROUND SHARED OWNERSHIP AND SUCCESSFULLY HARNESSED IT TO DRIVE PROGRAM ADOPTION. O.W.'S CORE PROGRAMS ARE: (1) HANDS-ON GUIDANCE TO HELP INVESTORS AND PUBLIC AND PRIVATE COMPANIES THROUGH EACH STEP IN THE PROCESS OF IMPLEMENTING A SHARED OWNERSHIP PROGRAM; AND (2) MOVEMENT BUILDING TO GENERATE A GROUNDSWELL OF INTEREST IN SHARED OWNERSHIP AMONG WORLD-CLASS BUSINESSES AND CORPORATE LEADERS. PLEASE FIND MORE DETAILS ON THESE PILLARS' KEY ACTIVITIES AND HOW THESE PILLARS INTERACT BELOW. HANDS-ON GUIDANCE: WE HELP INVESTORS AND COMPANIES IMPLEMENT HOLISTIC SHARED OWNERSHIP PROGRAMS. O.W.'S SUPPORT INCLUDES RESOURCES AND TAILORED GUIDANCE COVERING STRUCTURING AND SIZING A BROAD-BASED EMPLOYEE OWNERSHIP PLAN; FOSTERING A COMPANY CULTURE OF OWNERSHIP THAT EMPOWERS EMPLOYEES TO FEEL, THINK, AND ACT LIKE OWNERS; AND METHODS FOR ENHANCING EMPLOYEES' FINANCIAL WELLBEING TO SUPPORT WEALTH BUILDING THROUGH AND BEYOND THE OWNERSHIP PROGRAM. MOVEMENT BUILDING: THROUGH PARTNERSHIPS, EVENTS AND NETWORK-BUILDING, DATA AND INSIGHTS, STORYTELLING, AND STANDARD SETTING, WE ARE CATALYZING A GROUNDSWELL OF INTEREST IN EMPLOYEE OWNERSHIP ACROSS CORPORATE AMERICA. OWNERSHIP WORKS IS RAISING AWARENESS AND INCREASING ENGAGEMENT AMONG OUR PARTNERS AND KEY CONSTITUENCY GROUPS SPANNING FINANCIAL SERVICE FIRMS; FOUNDATIONS AND NONPROFITS; INVESTORS; LABOR ADVOCATES; PENSION FUNDS; PROFESSIONAL SERVICE PROVIDERS; AND PUBLIC COMPANIES WITH BROAD-BASED EMPLOYEE OWNERSHIP. OUR IMPACT TO DATE: 1. 31 TOTAL INVESTOR PARTNERS; 84 PARTNERS TOTAL. (AS OF MAY 2024) 2. 101 COMPANIES WITH BOARD-APPROVED SHARED OWNERSHIP PROGRAMS, REACHING 148,707 EMPLOYEES. (AS OF APRIL 2024) 3. 395 MILLION TOTAL WEALTH SHARED; 130 MILLION SHARED WITH LOW AND MODERATE-INCOME WORKERS (AS OF DECEMBER 2023). 4. IN 2023, O.W. HOSTED TWO SUCCESSFUL IN-PERSON CONVENINGS THAT REACHED APPROXIMATELY 250 CEOS, COMPANY EXECUTIVES, INVESTORS, AND SHARED OWNERSHIP ADVOCATES. 5. IN 2023, O.W. REACHED OVER 7,000 FOLLOWERS ON LINKEDIN; RECEIVED OVER 105,000 PAGE VIEWS ON ITS WEBSITE; AND REACHED OVER 1,300 NEWSLETTER SUBSCRIBERS.