Common use of Historical Reports Clause in Contracts

Historical Reports. The Dealer Manager shall provide to the Company, on a quarterly basis, a report detailing: (a) The number of meetings regarding the Offering, including details regarding the broker-dealer, name of wholesaler and National Account Manager (“NAM”) during the quarter covered; (b) Call activity with financial advisors discussing the Offering during the quarter covered; (c) Product feedback based on meetings conducted by wholesalers, NAMs and/or internal sales staff during the quarter covered; (d) The number of due diligence sessions regarding the Offering during the quarter covered; (e) Number of selling agreements in place (including new selling agreements executed during the quarter covered and cumulative selling agreements to date); (f) Number of active desktops during the quarter covered; (g) Equity raised (i) during the quarter covered, (ii) for the cumulative year to date and (iii) cumulatively since the commencement of the Offering: • by Participating Broker-Dealer (wirehouse, broker-dealer and RIA); and • by wholesaler. (h) Technology tools utilized in connection with the Offering, as determined by the Dealer Manager, during the quarter covered; and (i) Employment turnover in wholesalers, NAMs and internal sales staff during the quarter covered.

Historical Reports. The Dealer Manager shall provide to the Company, on a quarterly basis, a report detailing: (a) The number of meetings regarding the Offering, including details regarding the broker-dealer, name of wholesaler and National Account Manager (“NAM”) during the quarter covered; (b) Call activity with financial advisors discussing the Offering during the quarter covered; (c) Product feedback based on meetings conducted by wholesalers, NAMs and/or internal sales staff during the quarter covered; (d) The number of due diligence sessions regarding the Offering during the quarter covered; (e) Number of selling agreements in place (including new selling agreements executed during the quarter covered and cumulative selling agreements to date); (f) Number of active desktops during the quarter covered; (g) Equity raised (i) during the quarter covered, (ii) for the cumulative year to date and (iii) cumulatively since the commencement of the Offering: • – by Participating Broker-Dealer (wirehouse, broker-dealer and RIA); and • – by wholesaler. (h) Technology tools utilized in connection with the Offering, as determined by the Dealer Manager, during the quarter covered; and (i) Employment turnover in wholesalers, NAMs and internal sales staff during the quarter covered.

Historical Reports. The Dealer Manager shall provide to the Company, on a quarterly basis, a report detailing: (a) The number of meetings regarding the Offering, including details regarding the broker-broker- dealer, name of wholesaler and National Account Manager (“NAM”) during the quarter covered; (b) Call activity with financial advisors discussing the Offering during the quarter covered; (c) Product feedback based on meetings conducted by wholesalers, NAMs and/or internal sales staff during the quarter covered; (d) The number of due diligence sessions regarding the Offering during the quarter covered; (e) Number of selling agreements in place (including new selling agreements executed during the quarter covered and cumulative selling agreements to date); (f) Number of active desktops during the quarter covered; (g) Equity raised (i) during the quarter covered, (ii) for the cumulative year to date and (iii) cumulatively since the commencement of the Offering: • - by Participating Broker-Dealer (wirehouse, broker-dealer and RIA); and • - by wholesaler. (h) Technology tools utilized in connection with the Offering, as determined by the Dealer Manager, during the quarter covered; and (i) Employment turnover in wholesalers, NAMs and internal sales staff during the quarter covered.