Curating Best-in-Class Portfolio

Top 20 Clients Insulated from Changing Consumer Behavior SERVICE-ORIENTED LIFETIME FITNESS LA FITNESS. 7-ELEVEN. All top 20 clients fall into at least one category: ■ Non-Discretionary ☐ Low Price Point Service Retail Non-Retail RED LOBSTER FRESH FISH LIVE LOBSTER Note: Walmart represented by both Neighborhood Markets and Sam's Club. amc THEATRES THE DEPOT HOME NON-DISCRETIONARY B&Q TSC TRACTOR SUPPLY CO Sainsbury's Walmart Neighborhood Market DOLLAR GENERAL Walgreens CVS pharmacy TESCO Kroger REGAL DOLLAR TREE FAMILYDOLLAR. BJ's Sam's Club. LOW PRICE POINT REALTY INCOME RESORTS FedEx. NON-RETAIL 46

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