Other – Refers to the services we provide in connection with the distribution of communications material not included in the
above definitions such as non-objecting beneficial owner (NOBO) lists, and corporate actions such as mergers, acquisitions,
and tender offer transactions.

Pre-Sale Fulfillment – Refers to the distribution of marketing literature, welcome kits, enrollment kits, and investor information
to prospective investors, existing stockholders and other targeted recipients on behalf of broker-dealers, mutual fund
companies and retirement plan administrators.

Post-Sale Fulfillment – Refers primarily to the distribution of prospectuses, offering documents, and required regulatory
disclosure information to investors in connection with purchases of securities.

Transaction Reporting– Refers primarily to the printing and distribution of account statements, trade confirmations and tax
reporting documents to account holders, including electronic delivery and archival services.

Mutual Funds (Annual/Semi-Annual Reports/Annual Prospectuses) – Refers to the services we provide investment
companies in connection with information they are required by regulation to distribute periodically to their investors. These
reports contain pertinent information such as holdings, fund performance, and other required disclosure.

Contests – Refers to the proxy services we provide when a separate agenda is put forth by one or more stockholders that is in
opposition to the proposals presented by management of the company which is separately distributed and tabulated from the
company’s proxy materials.

Mutual Funds – Refers to the proxy services we provide for funds, classes or trusts of an investment company. Open-ended
mutual funds are not required to have annual meetings. As a result, mutual fund proxy services provided to open-ended
mutual funds are driven by a “triggering event.” These triggering events can be a change in directors, fee structures,
investment restrictions, or mergers of funds.

Equities – Refers to the proxy services we provide in connection with annual stockholder meetings for publicly traded
corporate issuers. Annual meetings of public companies include shares held in “street name” (meaning that they are held of
record by brokers or banks, which in turn hold the shares on behalf of their clients, the ultimate beneficial owners) and shares
held in “registered name” (shares registered directly in the names of their owners).