Simplify plan administration... 2 Updated plan administrator dashboard... 2 Improving treasury letters... 2 Founder stock configuration...

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2 Simplify plan administration... 2 Updated plan administrator dashboard... 2 Improving treasury letters... 2 Founder stock configuration... 2 Miscellaneous... 3 Streamline partner integration... 3 Usability for law firms... 3 Ensure compliance with tax authorities... 3 Miscellaneous... 3

3 Each release aims to make Global Shares & Rewards more intuitive and reduce the risk of errors in day-to-day operations for administrators at all levels. Customizing the plan administrator dashboard is now more intuitive. The tiles that can be added from the right-hand column now appear as miniature versions of the actual tiles. When the mouse pointer hovers over them, a hand appears to indicate they can be grabbed and dragged onto the desktop. To match the way other information is displayed on the plan administrator interface, the stock price tool now appears as a tile called Stock Chart. Customizing the plan administrator dashboard is easier by placing the editing cog within a "Customize" button for better visibility. Global Shares & Rewards now supports the automated generation of treasury letters for 423 purchases. To simplify the process of delivering treasury letters to transfer agents, a new reporting option groups together all treasury letters from all letter types (Exercise, RSU Release, RSA Release, RSA Granted, RSA Cancelled, Historical (trade away) exercises) into a single document that is sorted by transfer agent. When adding a new private company to Global Shares & Rewards, there are two new inputs that will setup the Founder Stock plan. A field has been added for Incorporation Date and the Number of Shares Authorized (on Incorporation Date). The Incorporation Date creates the initial filing of Common Stock where the quantity will be equal to the Number of Shares Authorized. Global Shares & Rewards will also create a Founder Stock plan along with the share pool. The effective date of the share pool will also be set to the Incorporation date and the Initial Authorized Quantity will be set to the Number of Shares Authorized. If the Number of Shares Authorized is not known you can enter a value of 0 (zero) and update the system at a later point in time. 2

4 Participants now have the option of entering an address for a brokerage account. This will make it easier to contact and coordinate with brokerages. When entering a historical exercise, the price for the exercise can be populated automatically, based on the exercise date and FMV configuration, making transitioning historical transactions to Global Shares & Rewards easier for clients. Fixed a bug where, for exercises where the grant currency is different than the fund currency, participant proceeds were being calculated using an FX rate other than the rate the participant actually received. The indication that a grant is 'in the money' has been removed for private companies. For clients who do not show the fair market value (FMV) to plan participants, it will no longer be possible for employees to be able to gauge the FMV based on the 'in the money' indicator. Also, employees will no longer receive an alert when exercising that their grant is underwater. Solium partners with multiple firms around the world. We want to ensure our partners have easy access to the information they need to service their clients using our technology. For private companies, references to 'Employee' have been replaced with 'Stakeholder' when adding or viewing a participant. Compliance with changing regulations around the globe while ensuring accuracy of slips and reports is paramount. 3

5 When importing real time exercises, an additional data layout option is now available. This option allows administrators to specify the fee they are importing via a column in the file instead of specifying the fee identifier in the grammar. 4