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Investor Presentaiton

Capacity Positions Effective: 3/31/2023 VISTRA Segment Market PJM¹ Tenor MW Position Average Price Segment $/mw-day Market CAISO Tenor MW Position Average Price RTO 2022/2023 3,332 $47.29 2023 1,481 2023/2024 3,234 $35.47 WEST 2024 1,770 2024/2025 3,156 $31.91 2025 1,260 2025/2026 400 $70.40 2026 750 ComEd 2022/2023 1,197 $71.34 2023/2024 1,186 $34.60 PJM DEOK $/mw-day 2022/2023 882 $70.97 2024/2025 1,206 $28.92 2023/2024 924 $34.13 DEOK 2022/2023 87 $78.96 2024/2025 923 $96.24 2023/2024 11 $34.13 ComEd 2022/2023 773 $61.49 2024/2025 72 $96.24 2023/2024 574 $40.75 SUNSET MAAC 2022/2023 548 $122.86 2024/2025 415 $28.92 2023/2024 545 $49.49 MISO4 $/kw-mo 2024/2025 541 $49.49 2022/2023 1,673 $2.57 EMAAC 2022/2023 830 $97.94 2023/2024 1,660 $4.34 EAST 2023/2024 828 $49.49 2024/2025 496 $4.82 2024/2025 833 $54.95 2025/2026 216 $5.69 ATSI 2022/2023 268 $19.33 2023/2024 112 $34.13 2024/2025 160 $28.92 ISO-NE² $/kw-mo 2022/2023 3,286 $3.77 2023/2024 3,111 $2.12 2024/2025 3,045 $3.18 2025/2026 3,110 $2.72 NYISO³ $/kw-mo Winter 22/23 1,192 $1.29 Summer 2023 936 $2.86 Winter 23/24 674 $1.66 Summer 2024 Winter 24/25 299 100 $2.00 $2.00 1 PJM capacity position represent volumes cleared and purchased in primary annual auctions, incremental auctions, and transitional auctions. Also includes bilateral transactions. 2 ISO-NE represents capacity auction results, supplemental auctions, and bilateral capacity sales. 3 NYISO represents capacity auction results and bilateral capacity sales; Winter period covers November through April and Summer period covers May through October. 4 Positions represent volumes cleared and purchased in primary annual auctions, incremental auctions, and transitional auctions. Vistra Investor Presentation/June 2023 41
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