Engine No. 1 Activist Presentation Deck

ExxonMobil's attacks on our nominees cannot withstand scrutiny (cont.) ExxonMobil Claim Claim about Andeavor regulatory issue Claim that Gregory Goff's seat on Enbridge board creates a conflict Claims that Kaisa Hietala lacks necessary C-Suite leadership qualifications Our Response This apparently refers to a settlement agreed to by Marathon Petroleum after it acquired Andeavor, which addressed alleged failures with respect to internal accounting controls at Marathon and Andeavor ● Two current directors at ExxonMobil were CEOs of companies that also entered into large settlement agreements, including a director whose company admitted to failing to maintain effective controls over financial reporting while he was CEO and was charged by the SEC with violating the same regulation at issue in the Marathon settlement • In none of these instances was the CEO's judgment the subject of the regulatory matter While no support is provided for this assertion, our counsel has again reviewed ExxonMobil's publicly-filed policies and sees no basis for it As we told ExxonMobil, given its last decade of underperformance we think it is time to rethink its criteria of looking almost exclusively for former CEOs. Still, we are confused as to why Messrs. Angelakis' and Ubben's lack of experience "leading a large, complex organization" or "global business leadership experience" did not raise the same concern, particularly given how much less relevant their prior experience is to ExxonMobil than Ms. Hietala's Additional Clarification: We also wish to clarify that as of April 2021, Anders Runevad serves on 3 public company boards (not 4) as he no longer serves on the board of Nilfisk REENERGIZE EXXON// 62

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