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Investor Presentaiton

Financial Reconciliations - Product Margin (In thousands) (Unaudited) Reconciliation of gross profit to product margin Wholesale segment: Gasoline and gasoline blendstocks Distillates and other oils Year Ended December 31, 2018 2019 2020 2021 2022 Three Months Ended September 30, Nine Months Ended September 30, 2022 2023 2022 2023 Trailing Twelve Months Ended September 30, 2023 $ 76,741 60,548 $ 86,661 40,337 137,289 126,998 $ 101,806 84,255 186,061 $ 86,289 $ 106,982 $ 54,260 52,584 180,715 25,070 138,873 287,697 79,330 $ 20,390 16,780 37,170 $ 93,009 123,984 216,993 $ 79,799 70,226 150,025 $ 93,772 126,957 220,729 Total Gasoline Distribution and Station Operations segment: Gasoline distribution 373,303 374,550 398,016 413,756 588,676 Station operations 203,098 225,078 205,926 233,881 267,941 187,994 73,614 132,000 432,732 380,699 536,643 Total Commercial segment 576,401 599,628 603,942 647,637 856,617 261,608 74,530 206,530 200,719 208,456 275,678 633,451 589,155 812,321 23,611 24,061 12,279 15,604 40,973 10,389 8,426 31,042 23,310 33,241 Combined product margin 737,301 Depreciation allocated to cost of sales. (86,892) 750,687 (87,930) 802,282 (81,144) 802,114 1,185,287 351,327 252,126 881,486 762,490 1,066,291 (82,851) Gross profit $ 650,409 $ 662,757 $ 721,138 $ 719,263 $ (87,638) 1,097,649 (22,948) (23,606) (65,393) (69,247) (91,492) $ 328,379 $ 228,520 $ 816,093 $ 693,243 $ 974,799 GLOBAL 10 24
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